Carvana Croissance future
Future contrôle des critères 4/6
Carvana devrait augmenter ses bénéfices et son chiffre d'affaires de 17.5% et de 18.3% par an respectivement. Le BPA devrait croître de de 10.9% par an. Le rendement des capitaux propres devrait être 33% dans 3 ans.
Informations clés
17.5%
Taux de croissance des bénéfices
10.92%
Taux de croissance du BPA
| Specialty Retail croissance des bénéfices | 9.7% |
| Taux de croissance des recettes | 18.3% |
| Rendement futur des capitaux propres | 33.02% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 13 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • May 04
CVNA: Higher Multiple Expectations Will Confront Ongoing Margin And Execution Risks
Carvana's analyst price target has been updated from $307.90 to $351.40. Analysts generally point to recent broad based target increases and a willingness to assign a higher future P/E multiple, despite more cautious assumptions on revenue growth and profit margins.Seeking Alpha • Apr 30
Carvana: In A Class Of Its Own With Furious Growth Rates
Summary Carvana is delivering rapid growth, outpacing the used car industry with ~40% unit sales growth and strong Q1 results. CVNA's reconditioning capacity and completed capex support scaling to 1.5 million units annually, with further real estate available for expansion to 3 million units (vs. ~750k run rate today). Despite a premium valuation—31.3x EV/FY26 EBITDA—the company's secular growth and margin expansion targets support a 'growth at a reasonable price' thesis. I reiterate a 'Buy' rating, citing the aggressive long-term targets: 3 million units sold annually at a 13.5% adjusted EBITDA margin by 2030-2035. Read the full article on Seeking Alpha
Mise à jour du récit • Apr 20
CVNA: Retail Unit Expansion And Vertically Integrated Model Will Drive Future Upside
Carvana's updated analyst price target of $519, down from $600, reflects analysts factoring in recent Q4 profitability shortfalls and softer near term unit guidance, while still crediting the company's share gains, vertically integrated model, and defended position against AI disintermediation. Analyst Commentary Recent research updates show a cluster of price target trims after Carvana's Q4 report, but the tone across much of the Street still leans constructive.Mise à jour du récit • Apr 06
CVNA: Retail Unit Expansion And AI Resilience Will Drive Future Upside
Analysts now place Carvana's price target at $519, reflecting a recalibration that weighs recent target cuts tied to Q4 margin pressure and softer near term guidance, while also considering views that AI disintermediation risks are limited and that unit growth and market share gains remain central to the long term story. Analyst Commentary Recent research paints a mixed but generally constructive picture around Carvana, with price targets reset to reflect Q4 margin pressure and softer near term guidance, while still leaning on the long term growth story.
Mise à jour du récit • Mar 23
CVNA: TAM Expansion And Defensible E Commerce Model Will Drive Future Execution Risk
Carvana's updated analyst price target has moved from about $481 to roughly $429 as analysts factor in ongoing retail unit and EBITDA headwinds, while still highlighting the company's defensible e commerce model and share gains in a fragmented used vehicle market as key supports to the long term story. Analyst Commentary Recent Street research on Carvana clusters around a common theme, with analysts trimming price targets while still pointing to a resilient e commerce model, share gains in used vehicles and potential upside from newer growth areas like new car sales.Mise à jour du récit • Mar 08
CVNA: Expanding New Car Footprint And AI Resilience Will Drive Future Upside
Carvana's analyst fair value estimate has been reset from $600 to $519, as analysts balance recent Q4 margin and EBITDA pressures against still supportive views on unit growth, share gains in used cars, and reduced concerns around AI driven disintermediation. Analyst Commentary Recent Street research highlights a mix of valuation resets and continued confidence in Carvana's ability to grow units and defend its business model, even as Q4 EBITDA and margin pressures weigh on near term sentiment.Mise à jour du récit • Feb 22
CVNA: Margin Pressures And Short Report Risks Will Confront Index Inclusion Benefits
Analysts have reduced our Carvana fair value estimate by about $22 to $307.90. This reflects recent target cuts that account for near-term margin pressure after Q4 misses, alongside ongoing expectations for scale, share gains in used vehicles, and improved profitability over time.
Nouveau récit • Feb 16
The Vending Machine’s Paradox: Efficiency vs. Gravity
The February 18th Reckoning Carvana reports on Wednesday, February 18, 2026 , into a market that has treated it like a high-flying tech stock rather than a car dealer. The narrative for this quarter is "Peak Leverage." After a 2025 where CVNA was one of the top performers in the S&P 500, analysts are looking for more than just a "beat." They are looking for proof that Carvana can maintain its $7,000+ Gross Profit per Unit (GPU) while aggressively scaling volume.Article d’analyse • Feb 13
Carvana Co. (NYSE:CVNA) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless
The Carvana Co. ( NYSE:CVNA ) share price has softened a substantial 27% over the previous 30 days, handing back much...Mise à jour du récit • Feb 08
CVNA: Expanding Market Reach Into New Car Sales Will Drive Future Upside
Analysts nudged their price target for Carvana higher to $600 from $550, citing a mix of refined growth and profitability assumptions, modestly lower discount rates, and a higher future P/E multiple supported by recent research that highlights both expanding total addressable market opportunities and pushback against short seller claims. Analyst Commentary Recent Street research around Carvana has been active, with a mix of higher and lower price targets, rating changes, and fresh views on how the business model and total addressable market could influence valuation.Mise à jour du récit • Jan 25
CVNA: TAM Expansion And S&P 500 Inclusion Will Shape Future Execution Risk
Analysts have lifted their implied fair value for Carvana by about $62 per share to roughly $481, citing a higher assumed future P/E multiple and an improved profit margin outlook, supported by recent price target increases and total addressable market expansion themes across several research notes. Analyst Commentary Bullish and cautious views on Carvana are both coming through in recent research, and they often tie back to how much value analysts see in the company’s expansion efforts and its ability to execute against that opportunity.Mise à jour du récit • Jan 11
CVNA: Expanding Market Reach And Credit Improvements Will Drive Future Upside
Analysts maintained their Carvana fair value estimate at $550.00 and made slight adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions in response to higher price targets, expanding TAM expectations, and continued Buy and Overweight ratings across major firms. Analyst Commentary Bullish analysts are broadly constructive on Carvana, with a cluster of Buy and Overweight ratings paired with price targets that sit well above the current fair value estimate.Mise à jour du récit • Dec 27
CVNA: Improving Credit Performance Will Drive Future Upside In Shares
Analysts have raised their Carvana fair value estimate to $550 from $532.59, citing stronger expected revenue growth, modestly higher long term profit margins, and a premium future earnings multiple. This change is driven by growing conviction in the company’s competitive position and potential upside to current unit forecasts.Article d’analyse • Dec 20
After Leaping 37% Carvana Co. (NYSE:CVNA) Shares Are Not Flying Under The Radar
Carvana Co. ( NYSE:CVNA ) shares have had a really impressive month, gaining 37% after a shaky period beforehand. The...Mise à jour du récit • Dec 13
CVNA: Unit Growth And Credit Performance Will Drive Shares Higher
Analysts have nudged their fair value estimate for Carvana higher to about $533 from $500, citing a series of recent price target hikes and upgrades that emphasize sustained unit growth, an improving competitive position in used autos, and what they view as an attractive risk or reward profile despite macro and credit concerns. Analyst Commentary Bullish analysts continue to frame the recent pullback in Carvana shares as a temporary pause in a longer growth trajectory, emphasizing that valuation still screens attractive relative to the company’s execution record and unit growth outlook.Mise à jour du récit • Nov 29
CVNA: Market Share Will Expand As Operational Execution Drives Consistent Outperformance
Carvana's analyst fair value target has been slightly reduced by less than $1 to $419.45, as analysts balance consistent growth and operational improvements with ongoing macroeconomic uncertainties and evolving industry dynamics. Analyst Commentary Recent Street research provides a diverse range of perspectives on Carvana, highlighting both optimism around the company's growth prospects and concerns linked to macroeconomic factors and credit exposure.Mise à jour du récit • Nov 15
CVNA: Operational Momentum And Credit Flexibility Will Support Market Share Gains
The analyst average price target for Carvana has been modestly reduced from $423.90 to $419.67. Analysts are weighing strong operational momentum and robust e-commerce platform performance against persistent macro and credit headwinds in the used vehicle market.Mise à jour du récit • Oct 31
CVNA: Operational Momentum And Market Share Gains Will Sustain Strong Outperformance
Carvana's analyst price target has been raised slightly to $423.90 from $423.60. Analysts cite sustained strong unit sales and resilience in consumer auto credit trends as supporting rationale.Mise à jour du récit • Oct 17
Online Vehicle Retail And AI Integration Will Redefine Future Markets
Analysts have modestly increased Carvana's fair value estimate from $421.95 to $423.60. They cite sustained fundamental strength, improved loss trends, and positive industry positioning in spite of ongoing macroeconomic headwinds.Mise à jour du récit • Oct 03
Online Vehicle Retail And AI Integration Will Redefine Future Markets
Carvana's analyst price target increased by $7.75 to $421.95, as analysts cite continued market share gains, stronger profitability, and resilient fundamentals despite evolving competitive dynamics in the digital auto retail sector. Analyst Commentary Recent analyst reports on Carvana highlight a mix of optimism regarding the company’s continued outperformance, as well as caution surrounding valuation and market challenges.Article d’analyse • Jul 22
Is Carvana (NYSE:CVNA) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Article d’analyse • Jul 02
Is Carvana Co. (NYSE:CVNA) Worth US$338 Based On Its Intrinsic Value?
Key Insights Carvana's estimated fair value is US$254 based on 2 Stage Free Cash Flow to Equity Carvana's US$338 share...Seeking Alpha • Mar 25
Carvana: A Comeback Possible With Tariff Easing
Summary Carvana's stock price has declined ~6% YTD after a strong gain earlier in the year, mainly due to market concerns over tariffs and high valuations. Despite a negative market reaction, Carvana's 4Q24 earnings showed strong retail sales growth, improved efficiency, and a significant rise in adjusted EBITDA margin. Current 1Q25 trends indicate continued robust retail unit sales growth and increased inventory rising to meet more demand. Carvana's strong market position and operational infrastructure, coupled with potential easing of tariff concerns, present a compelling rebound opportunity at current valuation levels. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 42,499 | 2,919 | 1,651 | 2,393 | 10 |
| 12/31/2027 | 34,603 | 2,292 | 1,617 | 1,841 | 22 |
| 12/31/2026 | 27,757 | 1,752 | 711 | 1,495 | 21 |
| 3/31/2026 | 22,522 | 1,441 | 740 | 911 | N/A |
| 12/31/2025 | 20,322 | 1,407 | 889 | 1,036 | N/A |
| 9/30/2025 | 18,266 | 629 | 546 | 666 | N/A |
| 6/30/2025 | 16,274 | 563 | 615 | 724 | N/A |
| 3/31/2025 | 14,844 | 398 | 949 | 1,049 | N/A |
| 12/31/2024 | 13,673 | 210 | 827 | 918 | N/A |
| 9/30/2024 | 12,550 | 17 | 534 | 619 | N/A |
| 6/30/2024 | 11,668 | 714 | 738 | 815 | N/A |
| 3/31/2024 | 11,226 | 638 | 897 | 970 | N/A |
| 12/31/2023 | 10,771 | 450 | 716 | 803 | N/A |
| 9/30/2023 | 11,184 | -242 | 173 | 303 | N/A |
| 6/30/2023 | 11,797 | -1,307 | -595 | -394 | N/A |
| 3/31/2023 | 12,713 | -1,487 | -1,121 | -797 | N/A |
| 12/31/2022 | 13,604 | -1,587 | -1,836 | -1,324 | N/A |
| 9/30/2022 | 14,520 | -870 | -2,375 | -1,757 | N/A |
| 6/30/2022 | 14,614 | -619 | -2,666 | -1,942 | N/A |
| 3/31/2022 | 14,066 | -359 | -3,350 | -2,655 | N/A |
| 12/31/2021 | 12,814 | -135 | -3,151 | -2,594 | N/A |
| 9/30/2021 | 10,888 | -109 | -2,063 | -1,583 | N/A |
| 6/30/2021 | 8,952 | -84 | -1,955 | -1,572 | N/A |
| 3/31/2021 | 6,734 | -147 | -1,324 | -972 | N/A |
| 12/31/2020 | 5,587 | -171 | -968 | -608 | N/A |
| 9/30/2020 | 4,864 | -149 | -1,119 | -769 | N/A |
| 6/30/2020 | 4,414 | -172 | -951 | -637 | N/A |
| 3/31/2020 | 4,283 | -152 | -988 | -711 | N/A |
| 12/31/2019 | 3,940 | -115 | N/A | -757 | N/A |
| 9/30/2019 | 3,421 | -96 | N/A | -585 | N/A |
| 6/30/2019 | 2,861 | -83 | N/A | -530 | N/A |
| 3/31/2019 | 2,350 | -74 | N/A | -497 | N/A |
| 12/31/2018 | 1,955 | -61 | N/A | -414 | N/A |
| 9/30/2018 | 1,636 | -90 | N/A | -348 | N/A |
| 6/30/2018 | 1,326 | -77 | N/A | -318 | N/A |
| 3/31/2018 | 1,060 | -70 | N/A | -278 | N/A |
| 12/31/2017 | 859 | -64 | N/A | -200 | N/A |
| 9/30/2017 | 701 | -100 | N/A | -211 | N/A |
| 6/30/2017 | 574 | -98 | N/A | -201 | N/A |
| 3/31/2017 | 451 | -95 | N/A | -235 | N/A |
| 12/31/2016 | 365 | -93 | N/A | -240 | N/A |
| 9/30/2016 | 301 | -23 | N/A | -175 | N/A |
| 12/31/2015 | 130 | -37 | N/A | -54 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de CVNA ( 17.5% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de CVNA ( 17.5% par an) devraient croître plus rapidement que le marché US ( 16.7% par an).
Croissance élevée des bénéfices: Les bénéfices de CVNA devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de CVNA ( 18.3% par an) devrait croître plus rapidement que le marché US ( 11.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de CVNA ( 18.3% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de CVNA devrait être élevé dans 3 ans ( 33 %)
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/14 22:35 |
| Cours de l'action en fin de journée | 2026/05/14 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Carvana Co. est couverte par 47 analystes. 22 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Craig Kennison | Baird |
| John Babcock | Barclays |
| Gary Prestopino | Barrington Research Associates, Inc. |