CarGurus, Inc.

NasdaqGS:CARG 株式レポート

時価総額:US$2.5b

CarGurus マネジメント

マネジメント 基準チェック /44

CarGurusの CEO はJason Trevisanで、 Jan2021年に任命され、 の在任期間は 5.33年です。 の年間総報酬は$ 7.89Mで、 8.2%給与と91.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.72%を直接所有しており、その価値は$ 17.97M 。経営陣と取締役会の平均在任期間はそれぞれ4.3年と7.9年です。

主要情報

Jason Trevisan

最高経営責任者

US$7.9m

報酬総額

CEO給与比率8.21%
CEO在任期間5.3yrs
CEOの所有権0.7%
経営陣の平均在職期間4.3yrs
取締役会の平均在任期間7.9yrs

経営陣の近況

Recent updates

分析記事 May 14

Shareholders Can Be Confident That CarGurus' (NASDAQ:CARG) Earnings Are High Quality

CarGurus, Inc.'s ( NASDAQ:CARG ) earnings announcement last week was disappointing for investors, despite the decent...
Seeking Alpha May 09

CarGurus: A Value Play With Strong Fundamentals

Summary CarGurus remains a deeply undervalued, high-margin, and stable growth play amid a crowded AI and semiconductor market. CARG’s 15% revenue growth, expanding dealer base, and strong international momentum highlight resilient fundamentals despite a mixed Q1 and macro headwinds. Trading at 9.4x EV/FY26 adjusted EBITDA, CARG offers compelling value, reinforced by robust buybacks and a debt-free balance sheet. Risks from tightening credit and Carvana’s share gains appear fully priced in; I reiterate my buy rating and advocate buying the recent dip. Read the full article on Seeking Alpha
ナラティブの更新 Apr 27

CARG: Dealer Data And Buybacks Will Offset QARSD And 2026 Margin Pressures

Narrative Update on CarGurus Price Target The updated analyst price target for CarGurus edges higher to about $36 from roughly $35.80, as analysts weigh slightly adjusted assumptions for discount rate, revenue growth, profit margins and future P/E multiples against new guidance that includes 2026 investment plans, QARSD expectations and the potential impact of new product adoption. Analyst Commentary Recent research updates present a mixed picture for CarGurus, with most firms trimming price targets but highlighting different aspects of execution, growth prospects and near term investment plans.
ナラティブの更新 Apr 09

CARG: Dealer Data And Buybacks Will Support QARSD And 2026 Margin Investment

Narrative Update on CarGurus The updated analyst price target for CarGurus reflects a pullback of several dollars per share, as analysts factor in 2026 guidance that pairs expectations for roughly 10% to 13% revenue growth with lower margin assumptions tied to increased investment and questions around sustaining higher U.S. QARSD pricing. Analyst Commentary Recent research updates on CarGurus converge on a similar message, with analysts trimming price targets while reacting to the initial 2026 outlook for revenue growth of about 10% to 13% and lower margin expectations tied to higher investment.
ナラティブの更新 Mar 25

CARG: Dealer Data And Buybacks Will Counter AI And 2026 Margin Investment

Analysts have trimmed their average 12 month price target on CarGurus by several dollars to reflect updated 2026 revenue growth and margin guidance, while still pointing to potential benefits from subscription upgrades, new product attach rates, the company's dealer relationships, and its valuation data assets. Analyst Commentary Analysts are reassessing CarGurus around its 2026 outlook, trimming price targets while weighing the trade off between near term margin pressure and potential benefits from product expansion and dealer growth.
ナラティブの更新 Mar 10

CARG: Dealer Data And Buybacks Will Offset AI And Margin Investment Concerns

CarGurus' blended analyst price target has edged down by about $0.83 as analysts factor in 2026 guidance, which combines expected revenue growth with planned margin investment and ongoing debate around the impact of AI disruption narratives on the business. Analyst Commentary Street research around CarGurus' 2026 outlook clusters around how the company balances revenue growth targets with margin investment and the AI disruption narrative that has pressured sentiment.
ナラティブの更新 Feb 24

CARG: Dealer Data And Listings Model Will Withstand AI Disruption Narrative

Our updated CarGurus narrative reflects a lower blended analyst price target, down to a mid $30s level from around $40, as analysts factor in 2026 guidance that pairs higher expected U.S. QARSD-driven revenue growth with lighter margin expectations due to planned investments and an AI-related overhang on sentiment. Analyst Commentary Recent Street research on CarGurus clusters around a similar theme: solid underlying demand signals for its core dealer products, paired with a more cautious stance on profitability as management plans for heavier investments through 2026.
ナラティブの更新 Feb 10

CARG: Data Tools And Listings Model Will Benefit From Gradual Amazon Autos Expansion

Narrative Update Analysts have trimmed their price target for CarGurus by about $0.58, reflecting slightly lower fair value and P/E assumptions. They also note that Amazon Autos currently operates a third party model more comparable to listings platforms like CarGurus than to vertically integrated used car retailers.
分析記事 Feb 06

CarGurus, Inc. (NASDAQ:CARG) May Have Run Too Fast Too Soon With Recent 26% Price Plummet

CarGurus, Inc. ( NASDAQ:CARG ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
ナラティブの更新 Jan 26

CARG: Marketplace And Data Tools Will Benefit From Gradual Amazon Autos Expansion

Narrative Update Analysts have nudged their CarGurus fair value estimate slightly lower to about $40.88 from $40.96, reflecting modest adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. They also note that Amazon Autos currently operates in a third-party listings model similar to CarGurus, which they see as limiting any near-term read-across from recent headlines.
ナラティブの更新 Jan 10

CARG: Marketplace And Data Tools Will Face Gradual Amazon Autos Competition

Analysts have inched their CarGurus fair value estimate up from about US$40.54 to about US$40.96 as they factor in a slightly higher future P/E assumption and view Amazon Autos as operating more like a listings platform, which they see as limiting direct pressure on CarGurus in the near term. Analyst Commentary Recent commentary around Amazon Autos and its impact on online used car platforms is giving investors more context for how CarGurus might be positioned over the next couple of years, especially as analysts compare Amazon’s model to existing listings sites.
ナラティブの更新 Dec 24

CARG: Marketplace And Data Solutions Will Navigate Emerging Online Competition Ahead

Analysts nudged their price target on CarGurus slightly higher, to about $40.54 from roughly $40.29, citing modest improvements in growth and profitability assumptions and the view that emerging online auto marketplace competition is likely to have a delayed impact. Analyst Commentary Street research continues to frame the evolving competitive landscape as a medium term rather than immediate risk to CarGurus, with valuation and execution expectations adjusted accordingly.
ナラティブの更新 Dec 10

CARG: Marketplace Resilience And Buybacks Will Support Balanced Medium Term Upside

Analysts have modestly raised their price target on CarGurus, citing slightly faster expected revenue growth, a small improvement in long term profit margins, and resilient marketplace dynamics as Amazon Autos evolves toward a listings style model. This brings the implied fair value closer to about $40 per share.
ナラティブの更新 Nov 26

CARG: Share Repurchases And Competitive Gaps Will Drive Further Outperformance

Analysts have raised their price target for CarGurus slightly to $40.29 from $39.92. They cited improved revenue growth projections, which offset a modest decline in profit margin expectations.
ナラティブの更新 Nov 12

CARG: Market Position Will Strengthen Amid Limited Threats From New Entrants

Analysts have slightly raised their price target for CarGurus from $39.75 to $39.92. They cite stronger expected profit margins and revenue growth, with confidence bolstered by recent research suggesting limited near-term competitive threats.
ナラティブの更新 Oct 29

Dealer Network Expansion And Premium Tier Adoption Will Drive Future Performance

Analysts have modestly increased their fair value estimate for CarGurus to $39.75, citing stronger marketplace revenue growth and solid dealer expansion. This change comes despite mixed profit margins and the planned winding down of CarOffer.
分析記事 May 10

Returns on Capital Paint A Bright Future For CarGurus (NASDAQ:CARG)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
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新しいナラティブ May 07

Digital Deal Integration Will Strengthen Global Dealer Engagement

Integration of online and offline engagement boosts dealer interaction and revenue, with AI-driven personalization enhancing customer acquisition and engagement.
分析記事 Apr 03

CarGurus, Inc.'s (NASDAQ:CARG) Shareholders Might Be Looking For Exit

CarGurus, Inc.'s ( NASDAQ:CARG ) price-to-sales (or "P/S") ratio of 3.4x may look like a poor investment opportunity...
分析記事 Feb 27

We Think You Can Look Beyond CarGurus' (NASDAQ:CARG) Lackluster Earnings

CarGurus, Inc.'s ( NASDAQ:CARG ) earnings announcement last week didn't impress shareholders. However, our analysis...
Seeking Alpha Feb 21

CarGurus: Rocky Recovery Ahead

Summary CarGurus, Inc. is recovering from a rough patch due to the post pandemic market swing, with improving profitability metrics and strong marketplace growth. The platform offers the best ROI for independent dealers, attracting more dealers and increasing inventory. Gross profit margins and EBITDA margins are rising, driven by a favorable revenue mix and marketplace business expansion. Despite economic risks, CarGurus' revenue growth and profitability improvements position it as a promising recovery story. Read the full article on Seeking Alpha
Seeking Alpha Nov 21

CarGurus: Solid Monetization Strategy, But Upside Is Limited

Summary CARG's growth outlook is positive, driven by successful monetization of new products and increased dealer engagement, leading to mid-single-digit growth over the next two years. Recent earnings results show strong performance with revenue and EBITDA growth, supported by robust dealer adoption of CARG's value-added offerings. Despite strong execution and profitability improvements, the stock's current valuation suggests it is trading at fair value, limiting further share price appreciation. Read the full article on Seeking Alpha
Seeking Alpha Sep 09

CarGurus: Take Profits Here As U.S. Web Traffic Declines (Rating Downgrade)

Summary Downgrading CarGurus to a neutral rating after the stock rallied post-Q2 earnings release. Though marketplace revenue showed re-accelerating growth rates and healthy guidance, the company's web traffic in the U.S. is declining. This may be a leading indicator of weaker used car sales in the wake of a potential recession, which will impact dealerships' willingness to advertise on CarGurus. Read the full article on Seeking Alpha
分析記事 Aug 02

CarGurus, Inc.'s (NASDAQ:CARG) Business Is Trailing The Industry But Its Shares Aren't

When you see that almost half of the companies in the Interactive Media and Services industry in the United States have...
Seeking Alpha Jun 25

CarGurus: The Rebound Rally Has Steam

Summary CarGurus is poised for a rebound as the company has turned around its marketplace business. It is now back to growing paid dealership counts, after several quarters of decline. User traffic is also rebounding, especially as CarGurus improves its available car inventory shown on the site. The stock trades at a very reasonable ~2.5x multiple of next year's revenue. Read the full article on Seeking Alpha
分析記事 Apr 26

Is CarGurus, Inc. (NASDAQ:CARG) Potentially Undervalued?

CarGurus, Inc. ( NASDAQ:CARG ), is not the largest company out there, but it saw significant share price movement...
Seeking Alpha Apr 14

CarGurus: Repositioned For Growth

Summary CarGurus is a solid turnaround name that is insulated from market volatility and has a reasonable valuation. The company is the #1 site for used car research in the U.S. and has seen re-accelerating growth and strong traffic results. Improved profitability in its wholesale subsidiary, CarOffer, has substantially lifted the stock's adjusted EBITDA profile. Read the full article on Seeking Alpha
分析記事 Apr 03

Subdued Growth No Barrier To CarGurus, Inc.'s (NASDAQ:CARG) Price

When you see that almost half of the companies in the Interactive Media and Services industry in the United States have...
Seeking Alpha Jan 30

CarGurus: Finally Getting Back On Its Feet, Buy Before Q4 Earnings (Rating Upgrade)

Summary CarGurus is experiencing a return to accelerating growth rates in its marketplace business, which is a high-margin source of revenue. The company has stabilized its wholesale arm and profits are around breakeven despite a smaller scale. CarGurus' improving metrics include an increase in paid dealer counts, higher revenue per paying dealer, and an 8% growth in marketplace revenue. I expect further upside as CarGurus continues to enrich its adjusted EBITDA profile. Read the full article on Seeking Alpha
分析記事 Jan 03

Returns At CarGurus (NASDAQ:CARG) Appear To Be Weighed Down

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
分析記事 Dec 12

CarGurus, Inc. (NASDAQ:CARG) Shares Could Be 48% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for CarGurus is US$42.06 based on 2 Stage Free Cash Flow to Equity CarGurus...
分析記事 Nov 14

What Does CarGurus, Inc.'s (NASDAQ:CARG) Share Price Indicate?

CarGurus, Inc. ( NASDAQ:CARG ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...

CEO報酬分析

CarGurus の収益と比較して、Jason Trevisan の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$187m

Dec 31 2025US$8mUS$648k

US$197m

Sep 30 2025n/an/a

US$263m

Jun 30 2025n/an/a

US$241m

Mar 31 2025n/an/a

US$150m

Dec 31 2024US$8mUS$610k

US$129m

Sep 30 2024n/an/a

-US$49m

Jun 30 2024n/an/a

-US$49m

Mar 31 2024n/an/a

US$36m

Dec 31 2023US$4mUS$565k

US$101m

Sep 30 2023n/an/a

US$214m

Jun 30 2023n/an/a

US$299m

Mar 31 2023n/an/a

US$272m

Dec 31 2022US$2mUS$556k

US$194m

Sep 30 2022n/an/a

-US$45m

Jun 30 2022n/an/a

-US$123m

Mar 31 2022n/an/a

-US$85m

Dec 31 2021US$19mUS$540k

-US$154k

Sep 30 2021n/an/a

US$105m

Jun 30 2021n/an/a

US$108m

Mar 31 2021n/an/a

US$87m

Dec 31 2020US$3mUS$383k

US$78m

Sep 30 2020n/an/a

US$66m

Jun 30 2020n/an/a

US$43m

Mar 31 2020n/an/a

US$42m

Dec 31 2019US$6mUS$380k

US$42m

報酬と市場: Jasonの 総報酬 ($USD 7.89M ) は、 US市場 ($USD 7.00M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Jasonの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Jason Trevisan (50 yo)

5.3yrs
在職期間
US$7,889,260
報酬

Mr. Jason M. Trevisan has been Chief Financial Officer, Interim Principal Financial & Accounting Officer and Treasurer of CarGurus Inc. since March 7, 2025 and serves as its Chief Executive Officer and Dir...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
E. Steinert
Founder & Executive Chairman20.2yrsUS$2.51m14.25%
$ 357.0m
Jason Trevisan
CEO, CFO5.3yrsUS$7.89m0.72%
$ 18.0m
Samuel Zales
COO & President11.5yrsUS$5.25m0.26%
$ 6.5m
Matthew Quinn
Chief Technology Officer4.3yrsUS$2.10m0.11%
$ 2.7m
Kirndeep Singh
VP & Head of Investor Relationsno dataデータなしデータなし
Javier Zamora
General Counsel & Corporate Secretary3.8yrsデータなし0.031%
$ 788.0k
Dafna Sarnoff
Chief Marketing Officer4.4yrsUS$2.64m0.011%
$ 275.7k
Jennifer Hanson
Chief People Officer1.7yrsデータなし0.11%
$ 2.7m
Ismail Elshareef
Chief Product Officer2.3yrsUS$2.69m0.026%
$ 645.6k
Mike O'Hanlon
Chief Revenue Officer1.7yrsデータなしデータなし
4.3yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: CARGの経営陣は 経験豊富 であると考えられます ( 4.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
E. Steinert
Founder & Executive Chairman20.2yrsUS$2.51m14.25%
$ 357.0m
Jason Trevisan
CEO, CFO5.3yrsUS$7.89m0.72%
$ 18.0m
Stephen Kaufer
Independent Non-Employee Director18.9yrsUS$265.00k0.35%
$ 8.8m
Lori Hickok
Independent Director7.8yrsUS$270.00k0.037%
$ 934.6k
Greg Schwartz
Independent Director8.2yrsUS$260.00k0.0057%
$ 142.6k
Steven Conine
Independent Director7.9yrsUS$255.00k0.044%
$ 1.1m
Manik Gupta
Independent Director2.8yrsUS$260.00k0.0039%
$ 97.7k
7.9yrs
平均在職期間
52yo
平均年齢

経験豊富なボード: CARGの 取締役会経験豊富 であると考えられます ( 7.9年の平均在任期間)。


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2026/05/27 12:43
終値2026/05/27 00:00
収益2026/03/31
年間収益2025/12/31

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

CarGurus, Inc. 13 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。23

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