Профиль компании · Consumer Cyclical

Carvana Co

CVNA · США
Отрасль
Vehicle Auctions
Биржа
США
Страна / Регион
USA
Дата IPO
28 апреля 2017 г.
Сотрудники
23 100
Текущая цена
$64.04
В реальном времени · 27 июля 2026 г.
Цена покупки
≤ $22
Вход с запасом прочности
Балл роста Baillie
45/100
Слабоватый
Внутренняя стоимость · три уровня Текущая цена $64.04 Онлайн · Выше оптимистичного потолка · будущий рост уже исчерпан

Сводный диапазон оценки · консервативный $12–$18 / справедливый $22–$32 / оптимистичный $38–$55. При $64.04, Выше оптимистичного потолка · будущий рост уже исчерпан.

На момент публикации $68.28 (26 мая 2026 г.)

Капитализация66,31 млрд $
Выручка (TTM)22,52 млрд $
EBITDA2,34 млрд $
Чистая маржа6,4 %
ROE60,17 %
P/E (TTM)34,75
Прогнозный P/E39,37
PEG-0,13
Прибыль на акцию1,74 $
Диапазон за 52 недели54,46 $ – 97,38 $
Целевая цена аналитиков90,60 $
Рейтинг аналитиков4.0 / 5

Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.

Carvana Co., together with its subsidiaries, operates an e-commerce platform for buying and selling used cars. It provides vehicle acquisition, inspection and reconditioning, online search and shopping experience, financing, complementary products, logistics network and distinctive fulfillment experience, and post-sale customer support services. The company also operates auction sites. Carvana Co. was founded in 2012 and is based in Tempe, Arizona.

История

Carvana Co. was founded in 2012 and is based in Tempe, Arizona, and held its IPO on April 28, 2017. In 2022 it acquired the ADESA U.S. auction business for about USD 2.2 billion, gaining 56 locations, and recognized an USD 847 million goodwill impairment that year. In 2023 the company exchanged USD 5.5 billion of unsecured notes for USD 4.2 billion of secured notes plus USD 341 million in cash, and raised its 2017 incentive plan authorized shares from 16.1207 million to 36.1207 million. In May 2026 Carvana completed a 5-for-1 forward stock split.

Положение в отрасли

Carvana operates an e-commerce platform for buying and selling used cars and is described as the largest online used-car retailer in the United States; it also runs auction sites and employs about 23,100 people. In 2025 total revenue reached USD 20.322 billion, comprising USD 14.537 billion retail vehicle revenue, USD 4.052 billion wholesale, and USD 1.733 billion other. Citing Cox Automotive in its 2025 10-K, U.S. used-car retail transactions exceeded 37 million in 2024, with Carvana's market share at roughly 1.6%; by end of 2025 its wholesale platform volume exceeded 1,006,600 units. A key competitor is CarMax, which reported 255+ stores and about 780,000 used and 540,000 wholesale vehicles sold in fiscal 2026.

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