Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$49.8B
720M shares
52-week range
$54.46 – $97.38
37% from low
Sector
RETAIL-AUTO DEALERS & GASOLINE STATIONS
Exchange
NYSE
CS
P/S (TTM)
2.1
EV / FCF (TTM)
59.3
Carvana Co is an e-commerce platform for buying and selling used cars. The company derives revenue from used vehicle sales, wholesale vehicle sales and other sales and revenues. The other sales and revenues include sales of loans originated and sold in securitization transactions or to financing partners, commissions received on VSCs and sales of GAP waiver coverage. The foundation of the business is retail vehicle unit sales. This drives the majority of the revenue and allows the company to capture additional revenue streams associated with financing, VSCs, auto insurance and GAP waiver coverage, as well as trade-in vehicles.
www.carvana.comNo one on the platform currently holds CVNA.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2026-03-31 | 1,754,709 | $551.6M |
| Renaissance Technologiesas of 2026-03-31 | 1,201,218 | $377.6M |
| Execution date | Ratio |
|---|---|
| 2026-05-08 | 5-for-1 |
No one on the platform has traded CVNA yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 48.6% | 29.5% | ||||
| Profit Margin % | 6.9% | -0.0% | -1.4% | |||
| Free Cash Flow Margin % | 4.4% | -4.2% | -20.1% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +4.1% on the P/E track.
At today's price, your expected annual return is +12.0% on the P/E track.
At today's price, your expected annual return is +18.4% on the P/E track.
| 14,229 |
| $5.4M |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $28.9B | +44.5% | $1.62 | $1.57–$1.78 | 43.5× | 9 |
| 2027 | $36.3B | +25.7% | $2.21 | $2.00–$2.90 | 31.9× | 11 |
| 2028 | $44.5B | +22.5% | $2.72 | $2.43–$3.02 | 25.9× | 7 |
| 2029 | $50.0B | +12.4% | $2.59 | $2.26–$2.86 | 27.2× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $0.39 | $0.42 | +8.6% |
| 2026-04-29 | $0.32 | $0.34 | +7.4% |
| 2026-02-18 | $0.23 | $0.84 | +265.2% |
| 2025-10-29 | $0.27 | $0.21 | -22.2% |
| 2025-07-30 | $0.23 | $0.26 | +11.4% |
| 2025-05-07 | $0.73 | $0.30 | -59.1% |
| 2025-02-19 | $0.29 | $0.11 | -61.9% |
| 2024-10-30 | $0.23 |
| $0.13 |
| -43.5% |
| $69.9B |
| — |
| JDJD.com, Inc. | $27.26 | +0.74% | $38.3B | — |
| MARMarriott International, Inc. | $340.46 | +1.72% | $88.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
$CVNA Excited to see how these scamming crooks try to keep it over 69 today. Should be under 59 but eventually all scams end.
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$CVNA stop losses right below last resistance at 60 ! After that everything will unravel! What a horrible scam on the public!
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$CVNA Administration is doing all they can to sugar coat the reality to protect their biggest donors. Cost of energy is the number one concern for all nations prosperity and well being. With crude is over $110 and some analysts saying the actual numbers should be much more based on the reserves and the supply is mind boggling. Iran has a grip on the situation and knows how to slowly suffocate US ECONOMY. We are fucked!!!
View on StockTwits ↗$CVNA when the broader markets go down this FRAUD-SCAM goes up😂
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$CVNA just here waiting... but heres aquestion how do chimps get so stong eating leaves and fruits.
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$CVNA looking at erasing gains by tomorrow afternoon
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$CVNA What's the real story on the economy? Seems like people in the bottom 50% are still employed although stretched from the last year five years of inflation but they will keep spending what they have. And those with stock holdings are feeling flush from so many consecutive years of huge gains and are spending on all types of discretionary items. I just don't see the bottom dropping out here unless there is some type of an unforeseen shock that knocks the legs out of the stock market. Yeah, the federal debt is an issue but we are still years away at the current pace from it being really crushing.
View on StockTwits ↗$CVNA this is so manipulated should absolutely be investigated 🥵🥵🥵. Not a real company. It is for sure not a $80BILLION company.
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$LAD uh, yeah, if you think co-listing cars online with your financiers is bullish, I have an animal crossing to sell you. Down goes $LAD. And $CVNA and the banks like $COF. More at http://www.the21chip.com
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$TDOC the said part is the traders that sell shit at 1 quarters sales, and happy with a 5, 10, 20k gain. I was told when I had 20k shares of $CVNA at 4$ when I was stomping the table that Apollo heading the bond with the underlying. And sold all at 12! Left just about 4 million on the table like a restard. The entire carvans board knows whom I am. This is worst. This is going to a 500b market cap. Street has it all wrong with pivot, and impossible to cover the shorted shares.
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$CVNA absolutely does not give a fuuug what the 10y does
View on StockTwits ↗$CVNA pumps with ai , pumps with cybersecurity , pumps with defensive, pump on bad news, pumps on no news, pumps on war, pumps on inflation basically pumps on anythimg. Wtf
View on StockTwits ↗$CVNA Must be tipping off the Retirement Fund Managers on the swings so they can profit in exchange for providing liquidity for the other crooks in the cabal. Oh wait, that could never happen. We have the SEC to protect the little guy. Filthy.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.