CarMax マネジメント
マネジメント 基準チェック /24
CarMaxの CEO はKeith Barrで、 Mar2026年に任命され、 の在任期間は 1 年未満です。 は、会社の株式の0.024%を直接所有しており、その価値は$ 1.94M 。経営陣と取締役会の平均在任期間はそれぞれ6.8年と7.8年です。
主要情報
Keith Barr
最高経営責任者
n/a
報酬総額
| CEO給与比率 | n/a |
| CEO在任期間 | less than a year |
| CEOの所有権 | 0.02% |
| 経営陣の平均在職期間 | 6.8yrs |
| 取締役会の平均在任期間 | 7.8yrs |
経営陣の近況
Recent updates
ナラティブ更新 • Jul 28
KMX: Turnaround Reinvestment And Margin Pressure Will Constrain Future Share Returns
CarMax's analyst price target has been reset meaningfully higher, with the fair value estimate moving from $19.00 to $33.00 as analysts factor in early signs of a turnaround, revised earnings outlooks, and updated P/E assumptions, alongside continued caution on margins and revenue trends. Analyst Commentary Recent research on CarMax points to a mixed setup, with many firms lifting price targets while keeping neutral or cautious ratings.Seeking Alpha • Jul 20
CarMax: Business Is Improving, But Not Good Enough (Rating Upgrade)
Summary CarMax (KMX) is upgraded from sell to hold as retail demand stabilizes and management addresses pricing, conversion, and cost issues. KMX’s retail recovery comes at the expense of lower gross profit per unit and higher advertising spend, raising questions about sustainable profitability. Cost-cutting initiatives, wholesale growth, and improved extended protection plan margins provide partial offsets to retail margin pressure. Valuation appears stretched at 20x forward earnings given modest growth expectations, justifying a cautious hold rating. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 14
KMX: Turnaround Plan And Q1 Execution Will Support Multiple Rerating Potential
CarMax's analyst fair value estimate has been lifted from $78.20 to $82.81 as analysts respond to a series of higher price targets following a stronger-than-expected Q1 and early signs of a turnaround, even as they highlight ongoing reinvestment, competitive pressures, and potentially uneven progress from here. Analyst Commentary Recent Street research on CarMax shows a cluster of higher price targets and several upgrades following the latest Q1 report, with many bullish analysts framing the company as being in the early stages of a turnaround.
ナラティブ更新 • Jun 29
KMX: Future Returns Will Turn On Turnaround Execution And Margin Resilience
Analysts have raised the implied fair value for CarMax from about $42.69 to $51.31, taking into account Q1 results, early turnaround indicators, and a revised outlook for revenue growth, profit margins, and future P/E assumptions. These factors are reflected in a broad range of recent price target increases on the stock.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...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 AlphaCEO
Keith Barr (55 yo)
less than a year
在職期間
Mr. Keith Barr was CEO, President & Director of CarMax, Inc. Mr. Barr Mr. Barr is Independent Director of Yum! Brands, Inc. from January 24, 2020. He is Independent Director of MGM Resorts International fr...
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 |
|---|---|---|---|---|
| Executive VP | 6.8yrs | US$3.33m | 0.016% $ 1.3m | |
| Executive VP & COO | 3.8yrs | US$3.22m | 0.013% $ 1.1m | |
| Executive VP and Chief Information & Technology Officer | 11.8yrs | US$2.91m | 0.010% $ 844.6k | |
| Executive VP | no data | US$3.17m | 0.0067% $ 556.5k | |
| CEO, President & Director | less than a year | データなし | 0.024% $ 1.9m | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| Senior VP | 2.6yrs | データなし | 0.0018% $ 145.3k | |
| Senior VP & Chief Human Resources Officer | no data | データなし | データなし | |
| Executive VP of CarMax Auto Finance | 12.6yrs | データなし | 0.0014% $ 113.9k | |
| Senior Vice President of Store & CEC Execution | 8.8yrs | データなし | データなし | |
| VP & COO of CarMax Auto Finance | 8.6yrs | データなし | データなし | |
| Vice President of Finance & Treasurer | 6.8yrs | データなし | データなし |
6.8yrs
平均在職期間
55yo
平均年齢
経験豊富な経営陣: KMXの経営陣は経験豊富で経験豊富です（平均在職期間は6.8年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Director | less than a year | データなし | 0.024% $ 1.9m | |
| Non-Executive Chair of the Board | 20.2yrs | US$1.83m | 0.16% $ 13.3m | |
| Independent Director | less than a year | データなし | 0.0028% $ 232.8k | |
| Lead Independent Director | 6.8yrs | US$305.20k | 0.026% $ 2.2m | |
| Independent Director | 7.8yrs | US$293.28k | 0.014% $ 1.2m | |
| Independent Director | less than a year | データなし | 0.0026% $ 214.7k | |
| Independent Director | 9.3yrs | US$317.28k | 0.0031% $ 255.9k | |
| Independent Director | 8.3yrs | US$334.03k | 0.0052% $ 426.9k | |
| Independent Director | 8.2yrs | US$5.11m | 0.017% $ 1.4m | |
| Independent Director | less than a year | データなし | 0.0026% $ 214.7k | |
| Independent Director | 11.3yrs | US$287.53k | 0.0088% $ 727.4k |
7.8yrs
平均在職期間
63yo
平均年齢
経験豊富なボード: KMXの 取締役会 は 経験豊富 であると考えられます ( 7.8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 | 2026/08/10 20:05 |
| 終値 | 2026/08/07 00:00 |
| 収益 | 2026/05/31 |
| 年間収益 | 2026/02/28 |
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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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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
CarMax, Inc. 17 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。36
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Craig Kennison | Baird |
| John Babcock | Barclays |