Professional
Added to YB: 2026-08-19
Pitch date: 2026-07-28
CVNA [bullish]
Carvana Co.
-6.77%
current return
Author Info
Optimist Fund is a concentrated, global growth-oriented value investment partnership Follow on Twitter/X.
Company Info
Carvana Co., together with its subsidiaries, operates an e-commerce platform for buying and selling used cars.
Market Cap
$42.8B
Pitch Price
$65.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.04
P/E
32.81
EV/Sales
1.86
Sector
Specialty Retail
Category
growth
Optimist Fund Added On Portfolio Holding: Carvana Co.
CVNA (added to position): Retail units +40% YoY organic growth. Cleveland reconditioning center visit impressed on sub-C-suite leadership quality & untapped margin/efficiency upside. Stock -20% YTD, trading ~13x 2027E EBITDA — viewed as a bargain for 40% grower. Adding to position.
Read full article (1 min)