Copart 경영진
경영진 기준 점검 4/4
Copart CEO는 Jay Adair, Jul2026 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $432.17K, 0% 급여 및 100% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $831.20M 가치에 해당하는 회사 주식의 2.66% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 7.6 년과 15.9 년입니다.
핵심 정보
Jay Adair
최고경영자
US$432.2k
총 보수
| CEO 급여 비율 | 0.00023% |
| CEO 재임 기간 | less than a year |
| CEO 지분 보유율 | 2.7% |
| 경영진 평균 재임 기간 | 7.6yrs |
| 이사회 평균 재임 기간 | 15.9yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Aug 20
CPRT: Cash-Funded Buybacks Will Offset Salvage Share Loss Concerns
Analysts have trimmed the Copart analyst price target from $32 to $26, citing updated views on salvage auction market share as well as contrasting opinions on the company’s earnings potential and balance sheet flexibility. Analyst Commentary Recent research on Copart highlights a clear split between bullish analysts who focus on the company’s structural positioning and balance sheet, and bearish analysts who concentrate on salvage auction market share and the implied impact on valuation.
내러티브 업데이트 • Aug 06
CPRT: Digital Scale And Buybacks Will Support Earnings Power Ahead
Analysts have trimmed their fair value estimate for Copart from $65 to $55. This reflects a slightly higher discount rate, more cautious assumptions on revenue growth and profit margins, and a lower future P/E multiple influenced by recent price target reductions and mixed views on the company’s competitive position and earnings outlook.
새로운 내러티브 • Jul 27
Compounder to Cash Generator in Real Time
The Auction Business Moat Is Fine. The Capital Allocation Is Not.
내러티브 업데이트 • Jul 22
CPRT: Salvage Tailwinds And Leadership Shift Will Shape Future Auction Positioning
The analyst price target for Copart has been reduced from $32 to $26, as analysts factor in updated assumptions for fair value, future P/E, and market share dynamics in the salvage vehicle auction space. Analyst Commentary on Copart Recent Street research on Copart highlights a split in sentiment, with some firms citing supportive industry drivers while bearish analysts point to competitive pressures and valuation risks that could cap upside in the near term.
새로운 내러티브 • Jul 15
Copart’s Share Price Fell. Its Moat Did Not.
The market is treating Copart like a broken growth stock. I think it may be pricing a temporary slowdown as permanent decline.내러티브 업데이트 • Jul 08
CPRT: Salvage Tailwinds And Digital Platform Strength Will Drive Future Upside
Analysts have trimmed their fair value estimate for Copart to $32.00 from $33.00, citing slightly higher discount rate assumptions, more conservative views on revenue growth and profit margins, and updated P/E expectations, even as recent research continues to highlight structural salvage tailwinds, the strength of its digital auction platform, insurer relationships, and balance sheet flexibility. Analyst Commentary on Copart Recent Street research on Copart presents a mix of optimism around the core business model and caution around valuation and execution.Seeking Alpha • Jul 01
Copart: Historically Cheap Following CEO 'Reverse Transition'
Summary Copart announces Jay Adair's return as CEO amid investor concerns over slowing growth. CPRT's moat remains strong, with dominant US and growing international salvage yard and auction operations, supported by a fortress balance sheet and high ROE. Buybacks have begun in earnest, with $1.6B repurchased in six months, but strategic direction—buybacks, dividends, or acquisitions—remains a key focus. Valuation hinges on growth resumption; if growth returns, a 60% upside is possible, while downside risk appears limited by cash flow and conservative management. Read the full article on Seeking Alpha내러티브 업데이트 • Jun 24
CPRT: International Expansion And Cash-Funded Buybacks Will Offset Insurance Headwinds
Analysts have reduced their price target for Copart to $45 from $47, citing the latest Q3 results, ongoing international momentum, and the potential for significant share repurchases supported by the company's cash position. What’s in the News for Copart Renaissance Investment Management exited its position in Copart, citing challenging market conditions and what it views as worsening fundamental factors affecting the company’s business environment.분석 기사 • Jun 20
Copart (CPRT) Stock Could Be 31% Overvalued After Fund Exit Over Weaker Fundamentals
Renaissance Investment Management recently exited its position in Copart (CPRT), citing deteriorating fundamentals as rising automotive insurance costs lead some consumers to drop collision coverage and reduce the supply of damaged vehicles entering Copart’s auctions. See our latest analysis for Copart. Despite the recent exit by Renaissance Investment Management, Copart’s share price has softened, with the 30 day share price return down 12.12% and the year to date share price return down...내러티브 업데이트 • Jun 04
CPRT: International Expansion And Cash-Funded Buybacks Will Support Future Upside
Analysts have trimmed their price target on Copart to $45 from $47, citing refreshed assumptions that include a fair value estimate of $41.44, updated views on revenue growth and profit margin, and expectations for ongoing international momentum supported by a strong cash position. What's in the News Q3 2026 results: Copart reported consolidated revenue of US$1.24b, up 2.1% year over year, and earnings per share of US$0.43, which was US$0.02 above consensus estimates.내러티브 업데이트 • May 19
CPRT: Fee Rate Pressure And Execution Reset Will Support Future Upside
Narrative update on Copart The analyst price target for Copart has been trimmed slightly as analysts factor in a modestly lower fair value estimate of about $42.44, a slightly higher required return, and recent Street research pointing to competitive pressure on fee rates and a fiscal Q2 that missed expectations, which also drove price target cuts to $34 and $32 at other firms. Analyst Commentary Recent Street research on Copart has turned more cautious, with price targets adjusted lower and commentary focused on both competitive dynamics and recent execution against expectations.내러티브 업데이트 • 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.
새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | US$2b |
| Jan 31 2026 | n/a | n/a | US$2b |
| Oct 31 2025 | n/a | n/a | US$2b |
| Jul 31 2025 | US$432k | US$1 | US$2b |
| Apr 30 2025 | n/a | n/a | US$1b |
| Jan 31 2025 | n/a | n/a | US$1b |
| Oct 31 2024 | n/a | n/a | US$1b |
| Jul 31 2024 | US$845k | US$1 | US$1b |
| Apr 30 2024 | n/a | n/a | US$1b |
| Jan 31 2024 | n/a | n/a | US$1b |
| Oct 31 2023 | n/a | n/a | US$1b |
| Jul 31 2023 | US$385k | US$1 | US$1b |
| Apr 30 2023 | n/a | n/a | US$1b |
| Jan 31 2023 | n/a | n/a | US$1b |
| Oct 31 2022 | n/a | n/a | US$1b |
| Jul 31 2022 | US$265k | US$1 | US$1b |
| Apr 30 2022 | n/a | n/a | US$1b |
| Jan 31 2022 | n/a | n/a | US$1b |
| Oct 31 2021 | n/a | n/a | US$997m |
| Jul 31 2021 | US$491k | US$1 | US$936m |
| Apr 30 2021 | n/a | n/a | US$846m |
| Jan 31 2021 | n/a | n/a | US$707m |
| Oct 31 2020 | n/a | n/a | US$682m |
| Jul 31 2020 | US$26m | US$1 | US$700m |
보상 대 시장: Jay의 총 보수(USD432.17K)는 US 시장에서 비슷한 규모 기업의 평균(USD14.50M)보다 낮습니다.
보상과 수익: Jay의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Jay Adair (57 yo)
less than a year
재임 기간
US$432,172
보수
Mr. A. Jayson Adair, also known as Jay, is an Executive Chairman at Copart, Inc. since April 1, 2024 and serves as its Chief Executive Officer since July 31, 2026. He served as Co-Chief Executive Officer a...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Founder & Chairman | 44.6yrs | US$365.39k | 5.86% $ 1.8b | |
| Executive Chairman & CEO | less than a year | US$432.17k | 2.66% $ 831.2m | |
| Senior VP & CFO | 3.7yrs | US$1.06m | 0.0071% $ 2.2m | |
| President | 7.6yrs | 데이터 없음 | 0.000040% $ 12.5k | |
| Interim COO & Chief Business Development Officer | 2.6yrs | 데이터 없음 | 데이터 없음 | |
| VP & Chief Accounting Officer | 3.9yrs | US$512.86k | 데이터 없음 | |
| Chief Technology Officer | 12.6yrs | US$692.55k | 데이터 없음 | |
| Chief Legal Officer & Secretary | 3.7yrs | 데이터 없음 | 데이터 없음 | |
| Chief Sales Officer | 19.1yrs | US$2.36m | 데이터 없음 | |
| Managing Director of Copart Brazil | 15.6yrs | 데이터 없음 | 데이터 없음 | |
| Managing Director of Copart Spain | 11.6yrs | 데이터 없음 | 데이터 없음 | |
| Managing Director of Copart Germany | 7.6yrs | 데이터 없음 | 데이터 없음 |
7.6yrs
평균 재임 기간
56yo
평균 나이
경험이 풍부한 관리: CPRT의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7.6 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Founder & Chairman | 44.6yrs | US$365.39k | 5.86% $ 1.8b | |
| Executive Chairman & CEO | 33.9yrs | US$432.17k | 2.66% $ 831.2m | |
| Independent Director | 29.8yrs | US$307.50k | 0% $ 0 | |
| Independent Director | 7.1yrs | US$337.50k | 0.0076% $ 2.4m | |
| Independent Director | 14.2yrs | US$327.50k | 0.048% $ 14.9m | |
| Director | no data | 데이터 없음 | 데이터 없음 | |
| Independent Director | 22.4yrs | US$337.50k | 0.000010% $ 3.1k | |
| Lead Independent Director | 19.8yrs | US$337.50k | 0.013% $ 4.0m | |
| Independent Director | 4.9yrs | US$327.50k | 0% $ 0 | |
| Independent Director | 17.6yrs | US$327.50k | 0% $ 0 | |
| Independent Director | 7.1yrs | US$317.50k | 0% $ 0 | |
| Independent Non-Employee Director | 5.3yrs | US$327.50k | 0% $ 0 |
15.9yrs
평균 재임 기간
63yo
평균 나이
경험이 풍부한 이사회: CPRT의 이사회는 노련하고 경험이 풍부합니다(평균 재임 15.9 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/23 03:13 |
| 종가 | 2026/08/21 00:00 |
| 수익 | 2026/04/30 |
| 연간 수익 | 2025/07/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
Copart, Inc.는 21명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Craig Kennison | Baird |
| John Babcock | Barclays |
| Gary Prestopino | Barrington Research Associates, Inc. |