Copart 将来の成長
Future 基準チェック /16
Copart利益と収益がそれぞれ年間4.8%と6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.9% 5.1%なると予測されています。
主要情報
4.8%
収益成長率
5.13%
EPS成長率
| Commercial Services 収益成長 | 13.4% |
| 収益成長率 | 6.0% |
| 将来の株主資本利益率 | 12.86% |
| アナリストカバレッジ | Good |
| 最終更新日 | 07 Apr 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブ更新 • May 03
CPRT: Fee Rate Competition And Earnings Reset Will Support Future Upside
Analysts have trimmed their average price target on Copart to reflect recent reductions to $34 and $32 from JPMorgan and Barclays, citing spreading competitive pressure on fee rates and a fiscal Q2 earnings miss. Analyst Commentary Bullish Takeaways JPMorgan maintains a Neutral rating, which signals that some large-cap focused research teams still see Copart as reasonably aligned with current fundamentals despite trimming valuation expectations.
新しいナラティブ • Apr 26
CPRT 04-2026
Copart is a compounding machine wearing the clothes of a salvage yard. It has built the only infrastructure on earth — a two-sided digital marketplace spanning 1M+ registered buyers in 190+ countries, anchored by owned physical storage across 21,000+ irreplaceable acres — capable of converting an insurance industry's inconvenient problem (the totaled car) into global liquidity at scale.ナラティブ更新 • Apr 17
CPRT: Fee Rate Competition Reset Will Support Future Share Price Upside
Narrative Update Analysts have trimmed their average price target for Copart to $42.67, reflecting recently lowered targets to $34 and $32 as they factor in spreading competitive pressure on fee rates and a fiscal Q2 that missed expectations. Analyst Commentary Recent research highlights a more cautious stance on Copart, with price targets reset lower as analysts reassess how competitive fee pressure and the latest earnings print may affect execution and valuation.Seeking Alpha • Apr 13
Copart: A Wonderful Company At A Wonderful Price
Summary After reaching an all-time high of $64.38 per share in November 2024, Copart is currently caught in a ~50% drawdown. This is one of the largest pullbacks since the company's initial public offering in March 1994 and of similar size to what happened following the 2008 global financial crisis. Over the long term, I expect total loss frequency to continue its inexorable rise and to eventually surpass 30%, an incredible change versus the 4% recorded in the early 1980s. Copart's balance sheet is bulletproof, with a net cash balance of $5.1 billion and $6.4 billion of available liquidity. This compares against capital expenditures of approximately $500 million per year. For the first time in years, Copart is now active on its share buyback program, with ~5.5 million shares acquired during Q2-26 at an average price of $39.82. I would expect the pace to increase in the upcoming quarters. Read the full article on Seeking Alphaナラティブ更新 • Apr 03
CPRT: Fee Rate Pressure Reset Will Support Future Share Price Upside
Analysts have trimmed their average price target on Copart by about $10 to the mid $30s, citing increasing competitive pressure on fee rates and fiscal Q2 results that fell short of expectations. Analyst Commentary Analysts are recalibrating expectations on Copart, with recent price target cuts into the low to mid $30s reflecting a more cautious stance on both pricing power and near term execution.ナラティブ更新 • Mar 19
CPRT: Fee Rate Pressure Reset Will Support Future Upside Potential
Narrative Update on Copart The analyst price target for Copart has been reduced by $11 to $34, as analysts cite increasing competitive pressure on fee rates and fiscal Q2 results that came in below expectations. Analyst Commentary Recent research updates on Copart focus on lower price targets and specific execution risks that investors are watching closely.ナラティブ更新 • Mar 05
CPRT: Fee Pressure Reset Will Support Future Upside Potential
Narrative Update on Copart The analyst price target for Copart has decreased from about $48.89 to roughly $42.67, as analysts cite broader competitive pressure on fee rates and fiscal Q2 results that did not meet expectations. Analyst Commentary Recent Street research on Copart points to a more cautious stance, with lower price targets and greater focus on competitive and execution risks.ナラティブ更新 • Feb 19
CPRT: Insurance Volume Resets Will Support Future Upside Potential
Analysts have trimmed their blended price target for Copart to $52 from $55, with the change framed around ongoing insurance related headwinds and evolving insurance volumes as reflected in updated models. Analyst Commentary Recent research highlights a split view on Copart, with one group of bullish analysts backing an Outperform stance even as they trim targets, and more cautious analysts keeping an Underweight view while modestly lifting theirs.ナラティブ更新 • Feb 05
CPRT: Digital Auction Strength Will Offset Insurance Volume And Share Loss Headwinds
Narrative Update Analysts have modestly reset Copart's outlook, with Street price targets now ranging from approximately $33 to $52. They are factoring in ongoing insurance headwinds and the potential impact of share loss risk on future insurance volumes.ナラティブ更新 • Jan 21
CPRT: Digital Auctions Will Offset Insurance Volume And Market Share Headwinds
Analysts have trimmed their average price targets on Copart, with a mix of reductions such as Baird cutting its target to US$52 from US$55 and more cautious increases like Barclays raising its target to US$33 from US$32, reflecting ongoing insurance related headwinds and concerns about potential share loss in digital auctions. Analyst Commentary Recent research on Copart highlights a split view, with some analysts updating models around insurance trends while others focus on potential share loss in digital auctions and valuation risk.分析記事 • Jan 08
Copart, Inc.'s (NASDAQ:CPRT) Business Is Trailing The Market But Its Shares Aren't
Copart, Inc.'s ( NASDAQ:CPRT ) price-to-earnings (or "P/E") ratio of 23.2x might make it look like a sell right now...ナラティブ更新 • Jan 07
CPRT: Digital Auctions And Claims Automation Will Offset Insurance Volume Headwinds
Narrative Update Analysts have modestly adjusted their views on Copart, with recent price targets ranging from $33 to $52 as they factor in ongoing insurance related headwinds and potential share loss risk, alongside mixed read throughs from digital auction growth and uninsured volumes. Analyst Commentary Recent Street research on Copart reflects a split view, with some analysts trimming targets but staying constructive on execution, while others focus on risks tied to insurance trends and potential share loss.ナラティブ更新 • Dec 22
CPRT: Digital Auctions Will Offset Insurance Headwinds And Support Future Upside
Analysts have modestly trimmed their average price target on Copart, with some lowering expectations to around $52 from $55, while others nudged targets up to about $33 from $32. This reflects ongoing insurance headwinds and concerns about potential share loss, despite a still constructive view on digital auction growth.ナラティブ更新 • Dec 08
CPRT: Digital Auction Strength Will Outweigh Insurance And Market Share Headwinds
Analysts have modestly trimmed their price target on Copart, lowering fair value by about $1.33 to roughly $48.89 as they factor in persistent insurance headwinds and potential share loss risk, despite resilient digital auction fundamentals. Analyst Commentary Street research on Copart reflects a divided view, with bullish analysts highlighting resilient business fundamentals and upside to fair value, while bearish analysts focus on insurance related volume pressure and potential market share erosion that could cap near term growth.ナラティブ更新 • Nov 24
CPRT: Digital Marketplace Shift And Share Repurchase Will Drive Future Upside
Copart's analyst price target has been revised downward from approximately $56 to $50.22 per share, as analysts cite insurance headwinds and moderating growth assumptions that are impacting the updated outlook. Analyst Commentary Recent Street research presents a mix of optimism and caution from analysts evaluating Copart’s prospects.ナラティブ更新 • Nov 08
CPRT: Share Repurchase and Efficiency Gains Will Drive Continued Upside
Analysts have revised their price target for Copart, lowering it from $50 to $46 per share. They cited adjustments to valuation multiples, even though earnings estimates for future fiscal years have improved.ナラティブ更新 • Oct 24
Digital Tools And Ecosystem Partnerships Will Shape Automotive Industry Outlook
Analysts have lowered their price target for Copart from $50 to $46, citing recent earnings and a reduced valuation multiple. This adjustment comes despite improved long-term profit forecasts.ナラティブ更新 • Oct 10
Emerging Markets And Digital Platforms Will Power Automotive Ecosystem
Analysts have lowered their price target for Copart from $56.63 to $56.00, citing revised growth expectations and modestly higher discount rates. These factors have been partially offset by improved profit margins.ナラティブ更新 • Sep 05
Advancements In AI-Enabled Image Recognition And Title Express Will Improve Efficiency And Operational Capacity
Analysts have raised Copart's price target slightly to $59.38, citing strong execution, favorable macro trends, and market appreciation, though concerns remain about high valuation and slower profit growth. Analyst Commentary Exceptional operational execution and prescient strategic planning have driven strong absolute and relative performance.分析記事 • Aug 12
With EPS Growth And More, Copart (NASDAQ:CPRT) Makes An Interesting Case
NasdaqGS:CPRT 1 Year Share Price vs Fair Value Explore Copart's Fair Values from the Community and select yours...分析記事 • Jul 30
Copart, Inc.'s (NASDAQ:CPRT) Intrinsic Value Is Potentially 30% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Copart fair value estimate is US$60.55 Copart's US$46.45 share...分析記事 • Jul 15
At US$47.13, Is It Time To Put Copart, Inc. (NASDAQ:CPRT) On Your Watch List?
Let's talk about the popular Copart, Inc. ( NASDAQ:CPRT ). The company's shares received a lot of attention from a...分析記事 • May 12
Here's Why Copart (NASDAQ:CPRT) Has Caught The Eye Of Investors
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Apr 17
Copart: Market-Resilient Business Model
Summary Copart's strong market leadership and online auction platform drive its revenue growth, supported by a 37.7% market share in the online automotive auction market. US Domestic Auto Production significantly influences Copart's sales, with a 27.66% average growth premium, making it resilient to macroeconomic downturns. The Online Salvage Auctions Market, projected to grow at a 19.6% CAGR, aligns with Copart's historical growth, enhancing its competitive edge over traditional auctioneers. Read the full article on Seeking AlphaSeeking Alpha • Mar 19
Copart: I'm Backing Up The Truck If This Drops Another 10%
Summary Copart boasts strong revenue growth, a stellar balance sheet, and high profit margins, making it a wonderful company with a wide moat and solid competitive advantages. The company's innovative online vehicle auction platform, superior technology, and extensive land ownership contribute to its dominant market position and long-term growth potential. Financially robust with consistent revenue growth, high free cash flow, and minimal debt, Copart is well-positioned for continued success and global expansion. Despite its premium valuation, Copart is a buy now and a strong buy if it drops another 10 percent from here, offering a safe, growth-oriented investment for the long term. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
Copart: A Compounding Machine
Summary Copart's strong buy rating is justified by its exceptional 20% ROE, debt-free balance sheet, and impressive $1.5 billion annual operating cash flow. Operating in a duopoly with IAA, Copart's competitive edge lies in market structure, advanced technology, and strategic land ownership, ensuring stable growth. Copart's early adoption of online auctions and deep buyer pool maximizes sales prices, benefiting insurers and solidifying its market position. Despite high valuation, Copart's relentless compounding potential and long-term growth prospects make it a valuable investment for patient investors. Read the full article on Seeking AlphaSeeking Alpha • Jan 31
Copart Is On The Shortlist For Purchase, But At Lower Prices
Summary Despite Copart's strong market position and profitability, I rate it a SELL due to overvaluation and growth risks. Copart's impressive financials include a 45% gross profit margin, 30% net income margin, and 28% return on invested capital. The company is debt-free, focusing on acquisitions over buybacks or dividends, enhancing long-term stability and growth potential. Current stock price is 13% overvalued; I am waiting for a correction to $50 before starting investing. Read the full article on Seeking AlphaSeeking Alpha • Nov 26
Copart: Upside Hinges On Results Continuing To Surpass Market Expectations
Summary Copart reported $1.15 billion in revenue, beating estimates by $46.9 million, reflecting 12% year-over-year growth driven by both domestic and international markets. International service revenue surged by 30%, highlighting Copart's success in expanding globally, while international gross profit increased by 44%. Copart's resilience in average selling prices, outperforming broader used vehicle market trends, further supports its competitive positioning. Strong market reaction to Q1'25 results, with shares up 10.2% as Copart beat revenue estimates by $46.9 million, and EPS met expectations. Despite solid business fundamentals, Copart's high valuation, trading at 31.8x EBITDA, raises concerns in the valuation and what may already be reflected at the current price. Read the full article on Seeking Alpha
新しいナラティブ • Sep 24
Expanding Services And Global Reach Propel Leading Auction Liquidity And Revenue Growth
Copart's strategic expansions and service enhancements, particularly with insurance and noninsurance sellers, indicate potential for increased revenue and market diversification.Seeking Alpha • Sep 06
Copart: Fantastic Business, Tricky Valuation
Summary Copart has grown from a junkyard to a $47 billion leader in vehicle auctions and remarketing, benefiting from strong demand drivers like aging fleets, accidents, and sustainability trends. Despite impressive sales and cash flow growth in fiscal 2024, Copart faced margin pressure due to rising costs and investments in growth. The company remains debt-free with strong liquidity. While Copart's long-term outlook is strong, its current valuation appears high given economic risks and lower margins. I maintain a Neutral rating, looking for better buying opportunities. Read the full article on Seeking AlphaSeeking Alpha • Aug 21
Copart: Resilient Business With A Wide Moat
Summary Copart is a leading online vehicle auctioning platform operating in 11 countries. Many investors are brushing off the company, it's currently trading at 35x P/E, higher than its 5-year historical average. I expect the company to continue trading at such a multiple considering the growth opportunities, healthy financial profile, and resilient business model. My 50/50 P/E and EV/EBITDA valuation implies a 2026 price target of $61.55, yielding a 10.4% IRR or a 21.9% return. Read the full article on Seeking AlphaSeeking Alpha • Jul 01
Copart: Don't Rush To Acquire This Gem
Summary Favorable market trends: salvaged vehicles are growing due to increased vehicle complexity and technology. Copart is a solid business with high competitive advantages, making it the industry leader due to extensive global network and technology-driven platform. I estimate a value of $26.5 per share, compared to $54 per share at the current price with the highest price-to-operating cash flows in ten years. Read the full article on Seeking AlphaSeeking Alpha • Jun 05
From Scrap To Riches - Copart Is An Amazing American Growth Story
Summary Copart shares have increased by 24% since my prior article was published, with a 10-year return of 1,090%. Copart is a successful American company founded by Willis Johnson, with a market cap of over $50 billion. The company operates in 11 countries and is a leading provider of online auctions and vehicle remarketing services. These operations come with strong tailwinds. However, as elevated as growth expectations may be, investors have priced in a lot of growth in recent years. Read the full article on Seeking AlphaSeeking Alpha • Mar 27
Copart: Rating Upgrade As I See Volume Growth Driven By Structural Cause
Summary CPRT's valuation was previously seen as too high, but the underlying momentum and volume growth trend have changed the outlook. In the 2Q24 quarter, CPRT's revenue and EBIT missed estimates, but volume growth and potential margin expansion are positive indicators. The increase in total loss frequency and the shift towards auctioning vehicles instead of repairing them are favorable for CPRT's business. Read the full article on Seeking AlphaSeeking Alpha • Mar 21
Copart: How Much Of Its Growth Is Already Priced In?
Summary Copart has a strong moat with network effects and scale economies, making it difficult for new entrants to replicate its success. The key demand drivers for Copart's services include miles driven, accident and salvage rates. Copart has proven to be recession-resistant and has a healthy balance sheet with minimal debt. However, the stock is currently trading at a forward P/E of 38.76 which is quite high. Key risks include the advent of autonomous vehicles, the outcome of its international expansion efforts and its dependence on few large insurers on the supply side. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
Copart: A Wonderful Business Offering Market Average Returns Due To Valuation
Summary Car Auction industry growth driven by inventory diversification, rising used car demand, and online shift. Copart excels with a high-return model, vast scale, strategic land ownership, and innovative technology. Copart's high ROIC highlights its efficient operations and savvy management. Buying CPRT could yield a 7% stock price CAGR over five years. Read the full article on Seeking Alpha業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 7/31/2028 | 5,262 | 1,758 | 1,550 | N/A | 3 |
| 7/31/2027 | 4,824 | 1,602 | 1,541 | 1,869 | 10 |
| 7/31/2026 | 4,607 | 1,521 | 1,270 | 1,649 | 10 |
| 1/31/2026 | 4,614 | 1,557 | 1,409 | 1,802 | N/A |
| 10/31/2025 | 4,655 | 1,594 | 1,412 | 1,853 | N/A |
| 7/31/2025 | 4,647 | 1,552 | 1,231 | 1,800 | N/A |
| 4/30/2025 | 4,591 | 1,479 | 1,181 | 1,800 | N/A |
| 1/31/2025 | 4,506 | 1,454 | 1,017 | 1,596 | N/A |
| 10/31/2024 | 4,363 | 1,393 | 994 | 1,580 | N/A |
| 7/31/2024 | 4,237 | 1,363 | 962 | 1,473 | N/A |
| 4/30/2024 | 4,165 | 1,388 | 849 | 1,392 | N/A |
| 1/31/2024 | 4,060 | 1,356 | 856 | 1,401 | N/A |
| 10/31/2023 | 3,997 | 1,324 | 902 | 1,428 | N/A |
| 7/31/2023 | 3,870 | 1,238 | 848 | 1,364 | N/A |
| 4/30/2023 | 3,755 | 1,154 | 869 | 1,318 | N/A |
| 1/31/2023 | 3,673 | 1,082 | 792 | 1,230 | N/A |
| 10/31/2022 | 3,584 | 1,076 | 750 | 1,176 | N/A |
| 7/31/2022 | 3,501 | 1,090 | 839 | 1,177 | N/A |
| 4/30/2022 | 3,366 | 1,082 | 759 | 1,093 | N/A |
| 1/31/2022 | 3,160 | 1,091 | 708 | 1,044 | N/A |
| 10/31/2021 | 2,910 | 997 | 664 | 1,045 | N/A |
| 7/31/2021 | 2,693 | 936 | 528 | 991 | N/A |
| 4/30/2021 | 2,470 | 846 | 560 | 1,029 | N/A |
| 1/31/2021 | 2,286 | 707 | 479 | 954 | N/A |
| 10/31/2020 | 2,244 | 682 | 357 | 964 | N/A |
| 7/31/2020 | 2,206 | 700 | 326 | 918 | N/A |
| 4/30/2020 | 2,222 | 688 | 242 | 844 | N/A |
| 1/31/2020 | 2,225 | 733 | 151 | 788 | N/A |
| 10/31/2019 | 2,135 | 696 | N/A | 751 | N/A |
| 7/31/2019 | 2,042 | 592 | N/A | 647 | N/A |
| 4/30/2019 | 1,949 | 548 | N/A | 611 | N/A |
| 1/31/2019 | 1,874 | 483 | N/A | 564 | N/A |
| 10/31/2018 | 1,848 | 454 | N/A | 549 | N/A |
| 7/31/2018 | 1,806 | 418 | N/A | 535 | N/A |
| 4/30/2018 | 1,735 | 378 | N/A | 521 | N/A |
| 1/31/2018 | 1,631 | 342 | N/A | 523 | N/A |
| 10/31/2017 | 1,521 | 304 | N/A | 511 | N/A |
| 7/31/2017 | 1,448 | 394 | N/A | 492 | N/A |
| 4/30/2017 | 1,402 | 408 | N/A | 472 | N/A |
| 1/31/2017 | 1,375 | 392 | N/A | 405 | N/A |
| 10/31/2016 | 1,326 | 385 | N/A | 330 | N/A |
| 7/31/2016 | 1,268 | 270 | N/A | 332 | N/A |
| 4/30/2016 | 1,218 | 244 | N/A | 270 | N/A |
| 1/31/2016 | 1,168 | 227 | N/A | 260 | N/A |
| 10/31/2015 | 1,145 | 220 | N/A | 259 | N/A |
| 7/31/2015 | 1,146 | 220 | N/A | 265 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: CPRTの予測収益成長率 (年間4.8% ) は 貯蓄率 ( 3.5% ) を上回っています。
収益対市場: CPRTの収益 ( 4.8% ) US市場 ( 16.4% ) よりも低い成長が予測されています。
高成長収益: CPRTの収益は増加すると予測されていますが、大幅には増加しません。
収益対市場: CPRTの収益 ( 6% ) US市場 ( 11.4% ) よりも低い成長が予測されています。
高い収益成長: CPRTの収益 ( 6% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: CPRTの 自己資本利益率 は、3年後には低くなると予測されています ( 12.9 %)。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/06 08:01 |
| 終値 | 2026/05/06 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2025/07/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Copart, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| Craig Kennison | Baird |
| John Babcock | Barclays |
| Gary Prestopino | Barrington Research Associates, Inc. |