CarMax (KMX) Resumen de Acciones
CarMax, Inc. a través de sus filiales, opera como minorista de vehículos usados y productos relacionados en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 0/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 3/6 |
| Dividendos | 0/6 |
KMX Community Fair Values
Create NarrativeSee what 25 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de CarMax, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$52.90 |
| Máximo en las últimas 52 semanas | US$71.99 |
| Mínimo de 52 semanas | US$30.26 |
| Beta | 1.2 |
| Cambio en 1 mes | 30.17% |
| Variación en 3 meses | 29.47% |
| Cambio de 1 año | -20.65% |
| Variación en 3 años | -37.28% |
| Variación en 5 años | -59.49% |
| Variación desde la OPV | 400.83% |
Noticias y actualizaciones recientes
Artículo de análisis • Jun 21
CarMax (KMX) Stock Could Be 26% Overvalued as Lending Expansion Shapes the Narrative
CarMax (KMX) is drawing fresh attention after a recent stretch of mixed share performance, with gains over the past month alongside declines over the past year, prompting investors to reassess the used-car retailer. See our latest analysis for CarMax. The recent 1-day share price return of 13.14% and 30-day share price return of 33.05% suggest momentum is rebuilding for CarMax, even though the 1-year total shareholder return is down 21.74% and longer horizons also show declines. If this...Seeking Alpha • Jun 17
CarMax: Still Missing The GPU Boost (Q1 Earnings Review)
Summary CarMax (KMX) is rated a sell due to unfavorable risk/reward, high valuation multiples, and gross margin pressures. Q1 FY27 results showed revenue growth driven by higher ASPs and wholesale volume, but gross profit per used car declined $230 YoY to $2,177. SG&A cost control and redesigned extended protection plans offer some margin support, but buybacks have paused and customer credit quality is deteriorating. With no FY27 guidance and a new CEO, near-term upside is limited; a further drop to the $30–$35 range is anticipated. Read the full article on Seeking AlphaRecent updates
Artículo de análisis • Jun 21
CarMax (KMX) Stock Could Be 26% Overvalued as Lending Expansion Shapes the Narrative
CarMax (KMX) is drawing fresh attention after a recent stretch of mixed share performance, with gains over the past month alongside declines over the past year, prompting investors to reassess the used-car retailer. See our latest analysis for CarMax. The recent 1-day share price return of 13.14% and 30-day share price return of 33.05% suggest momentum is rebuilding for CarMax, even though the 1-year total shareholder return is down 21.74% and longer horizons also show declines. If this...Seeking Alpha • Jun 17
CarMax: Still Missing The GPU Boost (Q1 Earnings Review)
Summary CarMax (KMX) is rated a sell due to unfavorable risk/reward, high valuation multiples, and gross margin pressures. Q1 FY27 results showed revenue growth driven by higher ASPs and wholesale volume, but gross profit per used car declined $230 YoY to $2,177. SG&A cost control and redesigned extended protection plans offer some margin support, but buybacks have paused and customer credit quality is deteriorating. With no FY27 guidance and a new CEO, near-term upside is limited; a further drop to the $30–$35 range is anticipated. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 15
KMX: Future Returns Will Depend On Execution Under New Leadership
Analysts have adjusted their view on CarMax, raising the fair value estimate from $38.31 to $42.69 and citing higher price targets in the $31 to $42 range. They highlight cautious optimism about the new CEO, slightly better same-store trends, and potential trade-offs between sales growth and profitability.
Actualización de narrativa • Jun 01
KMX: Starboard Reforms And New Leadership Will Support Multiple Rerating Potential
CarMax's analyst fair value estimate has been adjusted slightly lower to $78.20 from $79.69, as analysts factor in more moderate revenue declines, a marginally higher profit margin, and the view that any push to reignite unit growth by trimming used gross profit per unit could cap future P/E expansion. Analyst Commentary Recent Street research on CarMax presents a mixed picture, with a blend of cautious views and more supportive voices.Actualización de narrativa • May 18
KMX: Starboard Turnaround Push And New CEO Will Support Re Rating Potential
Analysts collectively see a slightly higher long term value for CarMax stock, with the average price target moving up about $2 as updated models factor in modestly higher fair value and profit margin assumptions, partly offset by softer revenue growth expectations and a slightly higher discount rate and future P/E. Analyst Commentary Recent Street research on CarMax has been mixed, but the pricing and rating changes skew modestly constructive, with several firms adjusting models and price targets to reflect updated views on execution, profitability and long term positioning.Actualización de narrativa • May 01
KMX: Starboard Turnaround Push And New Leadership Will Drive Re Rating Potential
The updated analyst price target on CarMax reflects a modest reset, with a roughly $2 swing in recent targets as analysts factor in softer revenue growth assumptions, lower profit margins, and a higher future P/E multiple based on the latest research updates. Analyst Commentary Recent Street research on CarMax shows a mix of views, with several bullish analysts lifting price targets while others stay more cautious on the shares.Actualización de narrativa • Apr 17
KMX: Starboard Turnaround Push And AI Rollout Will Drive Re Rating Potential
Analysts have adjusted the CarMax fair value estimate upward by about $1.73 to $77.89, reflecting updated assumptions around revenue trends, profit margins, and future P/E expectations following a mix of recent target changes across the Street. Analyst Commentary Recent Street research on CarMax shows a mix of views, with several bullish analysts adjusting price targets upward while a few take a more cautious stance.
Actualización de narrativa • Apr 02
KMX: Activist Demands And Execution Risks Will Limit Future Share Returns
Analysts have lifted their price targets on CarMax by mid single digit dollar amounts, citing refreshed models following the recent investor meeting and updated views on the company's earnings power, as reflected in slightly adjusted revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research around CarMax has centered on refreshed models following the investor meeting, with several firms revising their price targets by mid single digit dollar amounts.Actualización de narrativa • Mar 19
KMX: Activist Pressure And Execution Risks Will Restrain Future Share Returns
Analysts have nudged CarMax price targets higher, with recent moves such as Evercore ISI raising its target to $39 from $37 and Baird moving to $48 from $44, reflecting updated views on the company following its investor meeting and other research updates. Analyst Commentary Recent research updates on CarMax show a mix of support and caution.Actualización de narrativa • Mar 05
KMX: Refreshed Investor Day Plan And AI Initiatives Will Drive Re Rating Potential
Narrative Update on CarMax Analysts have lifted their price target for CarMax by $4 to $48, citing refreshed models after the recent investor meeting, improved revenue growth and profit margin assumptions, and a lower expected future P/E multiple in their updated views. Analyst Commentary Recent Street research reflects a more constructive tone on CarMax, with several bullish analysts lifting their price targets after reviewing the latest investor meeting materials and updating their models.Actualización de narrativa • Feb 18
KMX: Refreshed Investor Day Framework Will Drive Re Rating Potential
Analysts have raised their CarMax price targets, with recent updates moving one estimate to $48 from $44 and others higher by $2 to $4. They cited refreshed models following the company’s investor meeting and modestly adjusted expectations for fair value, discount rate, revenue growth, profit margin, and future P/E.Actualización de narrativa • Feb 04
KMX: Mixed Sector Backdrop And Weaker Margins Will Pressure Future Returns
Narrative Update Analysts have lifted their price targets on CarMax by a few dollars, citing mixed sector fundamentals, questions around the company’s direction, and lower assumptions for fair value, revenue growth, margins, and future P/E, which together support a more conservative but still constructive outlook. Analyst Commentary Street research around CarMax has centered on how the business fits into a mixed auto retail sector, with some firms taking a cautious stance even as they fine tune price targets.Actualización de narrativa • Jan 21
KMX: Digital Auction Execution Will Drive Re Rating Potential Despite Sector Caution
The analyst price target for CarMax has been cut from about US$114 to roughly US$75, with analysts citing a reduced revenue growth outlook, a lower assumed future P/E multiple, and ongoing uncertainty around the company’s strategy. Analyst Commentary Recent research coverage highlights that views on CarMax are cautious overall, but there are still a few angles that more optimistic investors might focus on.Artículo de análisis • Jan 18
CarMax, Inc. (NYSE:KMX) Soars 27% But It's A Story Of Risk Vs Reward
CarMax, Inc. ( NYSE:KMX ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...Actualización de narrativa • Jan 06
KMX: Future Returns Will Hinge On Credit Risk And Execution Clarity
Narrative Update: CarMax Analyst Price Target Shift Analysts have reduced their average CarMax price target by $32, from $78 to $46. This reflects fresh concerns around the company's strategy and credit risk, even as they point to mixed but resilient sector fundamentals and updated earnings guidance.Actualización de narrativa • Dec 20
KMX: Future Returns Will Depend On Credit Normalization Amid Execution Concerns
Analysts have trimmed their CarMax fair value estimate by about $1.50 per share to roughly $38, reflecting a series of reduced Street price targets in the $40s and $50s as concerns mount over slowing unit growth, weaker margins, and uncertainty around the company’s strategic execution. Analyst Commentary Street research on CarMax has shifted decisively toward caution, but views are not uniformly negative.Actualización de narrativa • Dec 06
KMX: Future Recovery Will Hinge On Loan Loss And Credit Normalization
Analysts have trimmed their CarMax price target slightly, reflecting a modest reset in fair value to about $40 per share as they factor in weaker unit trends, persistent credit headwinds, and increased uncertainty around the company’s strategic execution. Analyst Commentary Research coverage around CarMax has tilted more cautious in recent weeks, with multiple firms cutting price targets and downgrading ratings as they recalibrate expectations for growth, margins, and credit performance.Actualización de narrativa • Nov 22
KMX: Recovery Will Depend On Resolution Of Loan Loss Headwinds
CarMax's analyst price target has been reduced significantly from approximately $55 to $40 per share, as analysts cite weaker revenue growth, margin compression, and persistent headwinds in retail trends and credit quality. Analyst Commentary Recent analyst coverage on CarMax reflects a divided outlook in the wake of disappointing financial results and evolving market dynamics.Artículo de análisis • Nov 18
Not Many Are Piling Into CarMax, Inc. (NYSE:KMX) Stock Yet As It Plummets 25%
Unfortunately for some shareholders, the CarMax, Inc. ( NYSE:KMX ) share price has dived 25% in the last thirty days...Actualización de narrativa • Nov 07
KMX: Future Recovery Will Rely on Easing Loan Loss Pressures
CarMax's analyst price target has been lowered significantly, with the consensus now reflecting a cut of more than $20 per share. Analysts cite continued earnings misses, weaker retail sales, and growing uncertainty around the company’s recovery outlook.Actualización de narrativa • Oct 24
Auto Credit Trends And Digital Expansion Will Shape Dealer Reach Ahead
CarMax’s analyst fair value target has been lowered from $57.79 to $55.50. Analysts cite continued softness in earnings, elevated loan losses, and weaker retail sales forecasts following recent quarterly results.Actualización de narrativa • Oct 10
Auto Finance And Digital Sales Will Expand Dealer Reach
CarMax's fair value estimate has been revised sharply lower, dropping from $76.93 to $57.79. Analysts point to mounting sales uncertainty, downward earnings revisions, and lack of visible turnaround strategies following weaker-than-expected Q2 results and multiple price target cuts across the Street.Artículo de análisis • Sep 27
CarMax, Inc. (NYSE:KMX) Might Not Be As Mispriced As It Looks After Plunging 28%
The CarMax, Inc. ( NYSE:KMX ) share price has fared very poorly over the last month, falling by a substantial 28%. The...Actualización de narrativa • Sep 26
Auto Finance And Digital Sales Will Expand Dealer Reach
CarMax’s consensus price target has been reduced from $81.44 to $76.93 as weaker-than-expected Q2 results, increased uncertainty around future strategy, and ongoing operating headwinds overshadow cautious optimism regarding operational improvements and growth initiatives. Analyst Commentary Weak Q2 results, including a broad earnings miss and underperformance across key metrics, have raised doubts about CarMax's ability to sustain market leadership and deliver additional growth.Artículo de análisis • Sep 10
A Look At The Intrinsic Value Of CarMax, Inc. (NYSE:KMX)
Key Insights Using the 2 Stage Free Cash Flow to Equity, CarMax fair value estimate is US$66.00 Current share price of...Artículo de análisis • Aug 09
Investors Could Be Concerned With CarMax's (NYSE:KMX) Returns On Capital
NYSE:KMX 1 Year Share Price vs Fair Value Explore CarMax's Fair Values from the Community and select yours If you're...Seeking Alpha • Mar 28
CarMax: Tariff Benefits Appear Priced In
Summary CarMax shares have declined 12% in the past year due to a stagnant used car market and rising credit losses. President Trump's 25% auto tariffs could indirectly benefit CarMax by increasing used car prices, though this may not boost long-term profitability. Higher used car prices may provide a one-time windfall for CarMax, but affordability issues could reduce sales volumes. Despite potential short-term gains, CarMax stock remains overvalued; I maintain a sell rating, cautious of extrapolating temporary benefits. Read the full article on Seeking AlphaSeeking Alpha • Jan 22
CarMax: Near-Term Growth Outlook Is Not Great
Summary I recommend a sell rating for CarMax due to affordability challenges and fierce competition, which are significant growth headwinds. KMX faces declining revenues and affordability issues, with average selling prices of used vehicles dropping for eight consecutive quarters. Competition from Carvana is intensifying, with CVNA showing better growth and profitability, putting additional pressure on KMX. Read the full article on Seeking AlphaSeeking Alpha • Dec 19
CarMax Delivers Despite Lower Car Prices, Lock In Gains
Summary CarMax, Inc.'s fiscal Q2 2025 revenues increased slightly, with a $170 million beat versus consensus, driven by higher volumes despite lower pricing. Comparable store used unit sales rose 4.3%, and total retail used vehicle unit sales increased 5.4%, showing positive momentum. Gross profit increased 10.6% year-over-year, with retail gross profit per used unit flat and wholesale gross profit per unit up $54. CarMax repurchased 1.5 million shares for $114.8 million in Q2, with $2.04 billion remaining for repurchase, supporting a long-term investment thesis. The author has provided multiple winning trades on CarMax and suggests letting some profit run. Read the full article on Seeking Alpha
Nueva narrativa • Sep 29
Revamping Retail Experience And Finance Innovation Fuels Company's Growth Path
The new order processing system and omnichannel retail strategy emphasize operational efficiency and digital sales growth, aiming for increased margins and sales.Seeking Alpha • Sep 27
CarMax: Still Overvalued Relative To Peers
Summary CarMax lacks competitive advantages and has underperformed the market, with stagnant stock prices, while the S&P 500 gained 30% over the same period. CarMax's Q2 results showed mixed performance, with retail used unit sales up but overall revenue down 4.3% due to a strong decline in wholesale vehicles. KMX's margins and ROIC are significantly lower than its peers, indicating a weaker competitive position and capital allocation. Read the full article on Seeking AlphaSeeking Alpha • Sep 05
CarMax: Mixed Signs Of Stabilization
Summary CarMax, Inc.'s sales continue to be pressured by a weak automotive sales industry, but the company's focus on gross profit has already started stabilizing the gross margin. The industry outlook remains cloudy regarding used car prices, the consumer sentiment, and interest rates. A fair midterm earnings recovery is still priced into CarMax's stock price. Read the full article on Seeking AlphaRentabilidad de los accionistas
| KMX | US Specialty Retail | Mercado US | |
|---|---|---|---|
| 7D | -1.4% | 3.3% | -2.5% |
| 1Y | -20.7% | 8.7% | 20.1% |
Rentabilidad vs. Industria: Los resultados de KMX fueron inferiores a los de la industria US Specialty Retail, que obtuvo un rendimiento del 8.7% el año pasado.
Rentabilidad vs. Mercado: KMX obtuvo unos resultados inferiores a los del mercado US, que fueron del 20.1% el año pasado.
Volatilidad de los precios
| KMX volatility | |
|---|---|
| KMX Average Weekly Movement | 8.6% |
| Specialty Retail Industry Average Movement | 7.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: KMX no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de KMX (9%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1993 | 27,796 | Keith Barr | www.carmax.com |
CarMax, Inc. a través de sus filiales, opera como minorista de vehículos usados y productos relacionados en Estados Unidos. La empresa opera en dos segmentos: CarMax Sales Operations y CarMax Auto Finance. El segmento CarMax Sales Operations ofrece a los clientes una gama de marcas y modelos de vehículos usados, incluidos vehículos nacionales, importados y de lujo, así como vehículos híbridos y eléctricos; subastas al por mayor; planes de protección ampliados a los clientes en el momento de la venta; y servicios de reacondicionamiento y reparación de vehículos.
Resumen de fundamentos de CarMax, Inc.
| Estadísticas fundamentales de KMX | |
|---|---|
| Capitalización bursátil | US$7.21b |
| Beneficios(TTM) | US$222.54m |
| Ingresos (TTM) | US$28.20b |
33.7x
Ratio precio-beneficio (PE)0.3x
Ratio precio-ventas (PS)¿Está KMX sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de KMX | |
|---|---|
| Ingresos | US$28.20b |
| Coste de los ingresos | US$23.58b |
| Beneficio bruto | US$3.33b |
| Otros gastos | US$3.11b |
| Beneficios | US$222.54m |
Últimos beneficios comunicados
May 31, 2026
Próxima fecha de beneficios
Sep 29, 2026
| Beneficios por acción (BPA) | 1.57 |
| Margen bruto | 11.80% |
| Margen de beneficio neto | 0.79% |
| Ratio deuda/patrimonio | 288.4% |
¿Cómo se ha desempeñado KMX a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/25 21:30 |
| Precio de las acciones al final del día | 2026/06/25 00:00 |
| Beneficios | 2026/05/31 |
| Ingresos anuales | 2026/02/28 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
CarMax, Inc. está cubierta por 36 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | Argus Research Company |
| Craig Kennison | Baird |
| John Babcock | Barclays |