Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
United States
/
Retail
Create a narrative
CarMax Community
NYSE:KMX Community
3
Narratives
written by author
0
Comments
on narratives written by author
12
Fair Values set
on narratives written by author
Community Investing Ideas
CarMax
Popular
Undervalued
Overvalued
CarMax
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Digital Transformation And E-Commerce Will Empower Used Car Buying
Key Takeaways Investments in digital retailing, data-driven inventory management, and logistics optimization are improving operational efficiency, customer acquisition, and expanding profit margins. CarMax’s strong brand, national presence, and diverse inventory position it to benefit from increasing consumer demand for used cars and to gain market share.
View narrative
US$113.87
FV
51.7% undervalued
intrinsic discount
3.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
CarMax
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Auto Finance And Digital Sales Will Expand Dealer Reach
Key Takeaways Growth in digital sales channels and improved vehicle sourcing are expected to boost market share, revenue, and gross profit margins. Expansion of credit spectrum lending and cost reductions aim to enhance financing income, profitability, and net margins.
View narrative
US$81.56
FV
32.6% undervalued
intrinsic discount
1.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
4 days ago
author updated this narrative
CarMax
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Loss Provisions And Tariffs Will Squeeze Margins Yet Spur Efficiency
Key Takeaways Increased loan provisioning and potential new car tariffs could strain net margins and impact revenue less favorably than anticipated. Heavy omnichannel investment and macroeconomic uncertainties may lead to slower revenue growth and unachieved market share targets, impacting stock valuation negatively.
View narrative
US$52.00
FV
5.7% overvalued
intrinsic discount
0.036%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
18 days ago
author updated this narrative
Your Valuation for
KMX
KMX
CarMax
Your Fair Value
US$
Current Price
US$54.96
41.0% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
35b
2015
2018
2021
2024
2025
2027
2030
Revenue US$31.0b
Earnings US$603.7m
Advanced
Set Fair Value