Carvana Co. CVNA
Retail-Auto Dealers and Gas Stations · IPO 2017 · data as of November 13, 2026
Carvana Co. (CVNA) is a consumer discretionary company listed in the US with a market value of about $108.0B. In the twelve months to September 30, 2026 it had revenue of $27.5B and net income of $1.7B, a net margin of 6.2%.
Its overall Stock Analiz score is 1.6 out of 5 (weak). The strongest part is future growth (4/5); the weakest is value (0/5).
Key numbers: a P/E of 34.8, a price to free cash flow of 97.0, 5-year revenue growth of 29% a year, a 5-year average ROIC of 1%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 59% below the current price.
Score: 1.6 / 5
Checks passed
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Profit margin improving
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
- ROE above 15%
- Positive free cash flow
- Stock-based pay below 5% of revenue
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- 3-year free cash flow growth above 10% a year
- 5-year EPS growth above 10% a year
- 5-year average ROIC above 12%
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $27.5B | $20.3B | $13.7B | $10.8B | $13.6B | $12.8B | $5.6B | $3.9B | $2.0B | $859M | $365M |
| Net income | $1.7B | $1.4B | $210M | $450M | -$1.6B | -$135M | -$171M | -$115M | -$55M | -$63M | -$93M |
| Free cash flow | $1.1B | $889M | $827M | $716M | -$1.8B | -$3.2B | -$968M | -$988M | -$558M | -$278M | -$280M |
| EPS (diluted) | $1.50 | $8.45 | $1.59 | $0.75 | $-15.74 | $-1.63 | $-2.63 | $-2.45 | — | — | — |
| Net margin | 6.2% | 6.9% | 1.5% | 4.2% | -11.7% | -1.1% | -3.1% | -2.9% | -2.8% | -7.3% | -25.5% |
| ROIC | — | 16.6% | 10.7% | -0.9% | -22.5% | — | — | — | — | — | — |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 21 analysts is $81.14, 12% above the current price; targets range from $65.00 to $100.00; the consensus rating is “Buy”; expected EPS is $1.62 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Carvana’s P/E ratio?
About 34.8, based on the last twelve months of diluted earnings per share (forward P/E about 38.0).
Is Carvana stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 59% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Carvana pay a dividend?
Not currently.
Is Carvana a good stock to buy?
We do not give buy or sell advice. Carvana scores 1.6 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
Similar companies
Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.