View ValuationCarvana 향후 성장Future 기준 점검 4/6Carvana (는) 각각 연간 17.6% 및 18.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 33% 로 예상됩니다.핵심 정보17.6%이익 성장률12.72%EPS 성장률Specialty Retail 이익 성장11.7%매출 성장률18.4%향후 자기자본이익률33.02%애널리스트 커버리지Good마지막 업데이트07 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • 10hCarvana Expands Same-Day Vehicle Delivery to MilwaukeeCarvana announced the expansion of same-day vehicle delivery for customers in the greater Milwaukee area. Select local customers can now receive their vehicle as soon as the same day they place an order. With this launch, Milwaukee customers interested in selling their vehicles to Carvana can also take advantage of as soon as same-day pickup and drop-off after completing Carvana’s online vehicle appraisal process. Carvana’s intuitive e-commerce platform allows customers to shop from tens of thousands of high-quality vehicles, secure financing, trade in a vehicle, and complete a purchase entirely online. This offering is made possible with the support of Carvana’s first-party logistics network and regional Inspection and Reconditioning Centers. In May, Carvana brought Inspection and Reconditioning Center capabilities to its existing ADESA Chicago wholesale auction facility. This facility now provides Milwaukee buyers with access to vehicles that can be delivered as soon as the same day. Initially launched in Arizona, Carvana’s same-day delivery service is currently available in select markets across more than 20 states.공시 • Jul 01Carvana Co. to Report Q2, 2026 Results on Jul 29, 2026Carvana Co. announced that they will report Q2, 2026 results After-Market on Jul 29, 2026공시 • Jun 29+ 1 more updateCarvana Co.(NYSE:CVNA) dropped from Russell Midcap Growth BenchmarkCarvana Co.(NYSE:CVNA) dropped from Russell Midcap Growth Benchmark공시 • Jun 25Carvana Co. Brings Inspection and Reconditioning Center Capabilities to Adesa SarasotaCarvana Co. announced plans to bring Inspection and Reconditioning Center (IRC) capabilities to its existing ADESA Sarasota wholesale auction site. The integration creates additional reconditioning capacity and a new inventory pool in Carvana Co.'s national network that supports greater selection for retail customers nationwide, faster delivery speeds for Florida Gulf Coast car buyers, and a more robust offering for local wholesale customers. Carvana Co. has already begun hiring local team members to support this move and expects the integration to create about 100 new good-paying, skilled and entry-level jobs in inspection, reconditioning, and vehicle fulfillment over time. Located in Bradenton, Florida, ADESA Sarasota has served wholesale auto auction customers for 20 years. Now the facility will also house the teams and tools that drive Carvana Co. retail reconditioning and fulfillment. The approximately 60-acre site includes over 3,000 parking spaces and offers significant infrastructure to support IRC operations alongside ongoing wholesale auction activities. The integration will establish a new pool of local retail inventory, giving customers access to a broader selection of vehicles with delivery options for nearby customers as soon as the same day. Wholesale buyers will benefit from enhanced on-site inspection and reconditioning capabilities, as well as ongoing access to ADESA's in-lane and digital auction services. Carvana Co.'s proprietary software platform, CARLI, will power the site's transition to an IRC-enabled facility, supporting operational efficiency and consistency across its national reconditioning network.New Risk • Jun 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (CHF1.7m sold).Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CHF58.35, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF24.36 per share.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Director Neha Parikh was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • May 08Carvana Brings Inspection and Reconditioning Center Capabilities to ADESA ChicagoCarvana announced plans to bring Inspection and Reconditioning Center (IRC) capabilities to its existing ADESA Chicago wholesale auction site. The integration creates additional reconditioning capacity and a new inventory pool in Carvana’s national network that supports greater selection for retail customers nationwide, faster delivery speeds for Chicago car buyers, and a more robust offering for local wholesale customers. Carvana has already begun hiring local team members and expects the integration to create about 100 new good-paying, skilled, and entry-level jobs in inspection, reconditioning, and vehicle fulfillment over time. These roles require no college degree and come with comprehensive benefits. The announcement builds on Carvana's growing presence in the Chicago market, which also includes Car Vending Machines in Schaumburg and Oak Brook, as well as a multi-year front-of-kit sponsorship with Chicago Fire FC. Carvana is committed to its fast-growing Chicago customer base and continues to roll out new enhancements to the local customer experience, like same-day delivery, which launched last year. Located in Hoffman Estates, Illinois, ADESA Chicago has served wholesale customers since 2016. Now the facility will also house the teams and tools that drive Carvana retail reconditioning and fulfillment. The approximately 75-acre site includes nearly 6,000 parking spaces and offers significant infrastructure to support IRC operations alongside ongoing wholesale auction activities. The integration will establish a new pool of local retail inventory, giving Chicagoland customers access to a broader selection of vehicles with delivery options as soon as the same day. Wholesale buyers will benefit from enhanced on-site inspection and reconditioning capabilities, as well as ongoing access to ADESA's in-lane and digital auction services. Carvana’s proprietary software platform, CARLI, will power the site’s transition to an IRC-enabled facility, supporting operational efficiency and consistency across its national reconditioning network.공시 • Apr 01Carvana Co. to Report Q1, 2026 Results on Apr 29, 2026Carvana Co. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026공시 • Mar 14Carvana Co., Annual General Meeting, May 05, 2026Carvana Co., Annual General Meeting, May 05, 2026.공시 • Mar 11Carvana Expands Same-Day Delivery Service in Los AngelesCarvana had announced the expansion of same-day vehicle delivery for customers in the greater Los Angeles area. Select local customers can now receive their vehicle as soon as the same day they place an order on Carvana.com. With this launch, Los Angeles-area customers interested in selling their vehicles to Carvana can also take advantage of same-day pickup and drop-off after completing Carvana’s online vehicle appraisal process. Carvana’s intuitive e-commerce platform allows customers to shop from tens of thousands of high-quality vehicles, secure financing, trade in a vehicle, and complete a purchase entirely online. Customers can now also opt for same-day pickup at one of Carvana’s two Vending Machines in the area, providing even more flexibility in the car buying or selling experience. Initially launched in Arizona, Carvana’s same-day delivery service is currently available in select markets across more than 20 states.공시 • Feb 20Carvana Co. has completed a Follow-on Equity Offering in the amount of $1.225 billion.Carvana Co. has completed a Follow-on Equity Offering in the amount of $1.225 billion. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 4,900,000 Price\Range: $45.918367 Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 2,256,838 Price\Range: $49.183858 Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 3,047,468 Price\Range: $114.849442 Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 3,778,796 Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 1,476,348 Transaction Features: At the Market Offering이익 및 매출 성장 예측SWX:CVNA - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202842,5712,9261,6512,3891012/31/202734,6782,3071,6171,8402212/31/202627,8031,7617111,493213/31/202622,5221,441740911N/A12/31/202520,3221,4078891,036N/A9/30/202518,266629546666N/A6/30/202516,274563615724N/A3/31/202514,8443989491,049N/A12/31/202413,673210827918N/A9/30/202412,55017534619N/A6/30/202411,668714738815N/A3/31/202411,226638897970N/A12/31/202310,771450716803N/A9/30/202311,184-242173303N/A6/30/202311,797-1,307-595-394N/A3/31/202312,713-1,487-1,121-797N/A12/31/202213,604-1,587-1,836-1,324N/A9/30/202214,520-870-2,375-1,757N/A6/30/202214,614-619-2,666-1,942N/A3/31/202214,066-359-3,350-2,655N/A12/31/202112,814-135-3,151-2,594N/A9/30/202110,888-109-2,063-1,583N/A6/30/20218,952-84-1,955-1,572N/A3/31/20216,734-147-1,324-972N/A12/31/20205,587-171-968-608N/A9/30/20204,864-149-1,119-769N/A6/30/20204,414-172-951-637N/A3/31/20204,283-152-988-711N/A12/31/20193,940-115N/A-757N/A9/30/20193,421-96N/A-585N/A6/30/20192,861-83N/A-530N/A3/31/20192,350-74N/A-497N/A12/31/20181,955-61N/A-414N/A9/30/20181,636-90N/A-348N/A6/30/20181,326-77N/A-318N/A3/31/20181,060-70N/A-278N/A12/31/2017859-64N/A-200N/A9/30/2017701-100N/A-211N/A6/30/2017574-98N/A-201N/A3/31/2017451-95N/A-235N/A12/31/2016365-93N/A-240N/A9/30/2016301-23N/A-175N/A12/31/2015130-37N/A-54N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: CVNA 의 연간 예상 수익 증가율(17.6%)이 saving rate(0.6%)보다 높습니다.수익 vs 시장: CVNA 의 연간 수익(17.6%)이 Swiss 시장(10.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: CVNA 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: CVNA 의 수익(연간 18.4%)이 Swiss 시장(연간 4.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: CVNA 의 수익(연간 18.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: CVNA의 자본 수익률은 3년 후 33%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/07 03:26종가2026/07/07 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Carvana Co.는 45명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Craig KennisonBairdJohn BabcockBarclaysGary PrestopinoBarrington Research Associates, Inc.42명의 분석가 더 보기
공시 • 10hCarvana Expands Same-Day Vehicle Delivery to MilwaukeeCarvana announced the expansion of same-day vehicle delivery for customers in the greater Milwaukee area. Select local customers can now receive their vehicle as soon as the same day they place an order. With this launch, Milwaukee customers interested in selling their vehicles to Carvana can also take advantage of as soon as same-day pickup and drop-off after completing Carvana’s online vehicle appraisal process. Carvana’s intuitive e-commerce platform allows customers to shop from tens of thousands of high-quality vehicles, secure financing, trade in a vehicle, and complete a purchase entirely online. This offering is made possible with the support of Carvana’s first-party logistics network and regional Inspection and Reconditioning Centers. In May, Carvana brought Inspection and Reconditioning Center capabilities to its existing ADESA Chicago wholesale auction facility. This facility now provides Milwaukee buyers with access to vehicles that can be delivered as soon as the same day. Initially launched in Arizona, Carvana’s same-day delivery service is currently available in select markets across more than 20 states.
공시 • Jul 01Carvana Co. to Report Q2, 2026 Results on Jul 29, 2026Carvana Co. announced that they will report Q2, 2026 results After-Market on Jul 29, 2026
공시 • Jun 29+ 1 more updateCarvana Co.(NYSE:CVNA) dropped from Russell Midcap Growth BenchmarkCarvana Co.(NYSE:CVNA) dropped from Russell Midcap Growth Benchmark
공시 • Jun 25Carvana Co. Brings Inspection and Reconditioning Center Capabilities to Adesa SarasotaCarvana Co. announced plans to bring Inspection and Reconditioning Center (IRC) capabilities to its existing ADESA Sarasota wholesale auction site. The integration creates additional reconditioning capacity and a new inventory pool in Carvana Co.'s national network that supports greater selection for retail customers nationwide, faster delivery speeds for Florida Gulf Coast car buyers, and a more robust offering for local wholesale customers. Carvana Co. has already begun hiring local team members to support this move and expects the integration to create about 100 new good-paying, skilled and entry-level jobs in inspection, reconditioning, and vehicle fulfillment over time. Located in Bradenton, Florida, ADESA Sarasota has served wholesale auto auction customers for 20 years. Now the facility will also house the teams and tools that drive Carvana Co. retail reconditioning and fulfillment. The approximately 60-acre site includes over 3,000 parking spaces and offers significant infrastructure to support IRC operations alongside ongoing wholesale auction activities. The integration will establish a new pool of local retail inventory, giving customers access to a broader selection of vehicles with delivery options for nearby customers as soon as the same day. Wholesale buyers will benefit from enhanced on-site inspection and reconditioning capabilities, as well as ongoing access to ADESA's in-lane and digital auction services. Carvana Co.'s proprietary software platform, CARLI, will power the site's transition to an IRC-enabled facility, supporting operational efficiency and consistency across its national reconditioning network.
New Risk • Jun 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (CHF1.7m sold).
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CHF58.35, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF24.36 per share.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Director Neha Parikh was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • May 08Carvana Brings Inspection and Reconditioning Center Capabilities to ADESA ChicagoCarvana announced plans to bring Inspection and Reconditioning Center (IRC) capabilities to its existing ADESA Chicago wholesale auction site. The integration creates additional reconditioning capacity and a new inventory pool in Carvana’s national network that supports greater selection for retail customers nationwide, faster delivery speeds for Chicago car buyers, and a more robust offering for local wholesale customers. Carvana has already begun hiring local team members and expects the integration to create about 100 new good-paying, skilled, and entry-level jobs in inspection, reconditioning, and vehicle fulfillment over time. These roles require no college degree and come with comprehensive benefits. The announcement builds on Carvana's growing presence in the Chicago market, which also includes Car Vending Machines in Schaumburg and Oak Brook, as well as a multi-year front-of-kit sponsorship with Chicago Fire FC. Carvana is committed to its fast-growing Chicago customer base and continues to roll out new enhancements to the local customer experience, like same-day delivery, which launched last year. Located in Hoffman Estates, Illinois, ADESA Chicago has served wholesale customers since 2016. Now the facility will also house the teams and tools that drive Carvana retail reconditioning and fulfillment. The approximately 75-acre site includes nearly 6,000 parking spaces and offers significant infrastructure to support IRC operations alongside ongoing wholesale auction activities. The integration will establish a new pool of local retail inventory, giving Chicagoland customers access to a broader selection of vehicles with delivery options as soon as the same day. Wholesale buyers will benefit from enhanced on-site inspection and reconditioning capabilities, as well as ongoing access to ADESA's in-lane and digital auction services. Carvana’s proprietary software platform, CARLI, will power the site’s transition to an IRC-enabled facility, supporting operational efficiency and consistency across its national reconditioning network.
공시 • Apr 01Carvana Co. to Report Q1, 2026 Results on Apr 29, 2026Carvana Co. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
공시 • Mar 14Carvana Co., Annual General Meeting, May 05, 2026Carvana Co., Annual General Meeting, May 05, 2026.
공시 • Mar 11Carvana Expands Same-Day Delivery Service in Los AngelesCarvana had announced the expansion of same-day vehicle delivery for customers in the greater Los Angeles area. Select local customers can now receive their vehicle as soon as the same day they place an order on Carvana.com. With this launch, Los Angeles-area customers interested in selling their vehicles to Carvana can also take advantage of same-day pickup and drop-off after completing Carvana’s online vehicle appraisal process. Carvana’s intuitive e-commerce platform allows customers to shop from tens of thousands of high-quality vehicles, secure financing, trade in a vehicle, and complete a purchase entirely online. Customers can now also opt for same-day pickup at one of Carvana’s two Vending Machines in the area, providing even more flexibility in the car buying or selling experience. Initially launched in Arizona, Carvana’s same-day delivery service is currently available in select markets across more than 20 states.
공시 • Feb 20Carvana Co. has completed a Follow-on Equity Offering in the amount of $1.225 billion.Carvana Co. has completed a Follow-on Equity Offering in the amount of $1.225 billion. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 4,900,000 Price\Range: $45.918367 Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 2,256,838 Price\Range: $49.183858 Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 3,047,468 Price\Range: $114.849442 Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 3,778,796 Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 1,476,348 Transaction Features: At the Market Offering