Carvana Co.

Report azionario NYSE:CVNA

Capitalizzazione di mercato: US$76.7b

Carvana Crescita futura

Criteri Future verificati 4/6

Carvana prevede che gli utili e i ricavi cresceranno rispettivamente di 17.5% e 18.3% all'anno. Si prevede che l'EPS crescerà di 10.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 33% in 3 anni.

Informazioni chiave

17.5%

Tasso di crescita degli utili

10.92%

Tasso di crescita dell'EPS

Specialty Retail crescita degli utili9.7%
Tasso di crescita dei ricavi18.3%
Rendimento futuro del capitale proprio33.02%
Copertura analitica

Good

Ultimo aggiornamento13 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Nuova narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:CVNA - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202842,4992,9191,6512,39310
12/31/202734,6032,2921,6171,84122
12/31/202627,7571,7527111,49521
3/31/202622,5221,441740911N/A
12/31/202520,3221,4078891,036N/A
9/30/202518,266629546666N/A
6/30/202516,274563615724N/A
3/31/202514,8443989491,049N/A
12/31/202413,673210827918N/A
9/30/202412,55017534619N/A
6/30/202411,668714738815N/A
3/31/202411,226638897970N/A
12/31/202310,771450716803N/A
9/30/202311,184-242173303N/A
6/30/202311,797-1,307-595-394N/A
3/31/202312,713-1,487-1,121-797N/A
12/31/202213,604-1,587-1,836-1,324N/A
9/30/202214,520-870-2,375-1,757N/A
6/30/202214,614-619-2,666-1,942N/A
3/31/202214,066-359-3,350-2,655N/A
12/31/202112,814-135-3,151-2,594N/A
9/30/202110,888-109-2,063-1,583N/A
6/30/20218,952-84-1,955-1,572N/A
3/31/20216,734-147-1,324-972N/A
12/31/20205,587-171-968-608N/A
9/30/20204,864-149-1,119-769N/A
6/30/20204,414-172-951-637N/A
3/31/20204,283-152-988-711N/A
12/31/20193,940-115N/A-757N/A
9/30/20193,421-96N/A-585N/A
6/30/20192,861-83N/A-530N/A
3/31/20192,350-74N/A-497N/A
12/31/20181,955-61N/A-414N/A
9/30/20181,636-90N/A-348N/A
6/30/20181,326-77N/A-318N/A
3/31/20181,060-70N/A-278N/A
12/31/2017859-64N/A-200N/A
9/30/2017701-100N/A-211N/A
6/30/2017574-98N/A-201N/A
3/31/2017451-95N/A-235N/A
12/31/2016365-93N/A-240N/A
9/30/2016301-23N/A-175N/A
12/31/2015130-37N/A-54N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di CVNA ( 17.5% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di CVNA ( 17.5% all'anno) cresceranno più rapidamente del mercato US ( 16.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di CVNA cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di CVNA ( 18.3% all'anno) crescerà più rapidamente del mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CVNA ( 18.3% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di CVNA sarà elevato tra 3 anni ( 33 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/15 22:17
Prezzo dell'azione a fine giornata2026/05/15 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Carvana Co. è coperta da 47 analisti. 22 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Craig KennisonBaird
John BabcockBarclays
Gary PrestopinoBarrington Research Associates, Inc.