Professional
Added to YB: 2026-08-21
Pitch date: 2026-08-19
CVNA [neutral]
Carvana Co.
-12.98%
current return
Author Info
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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
$69.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.04
P/E
32.81
EV/Sales
1.86
Sector
Specialty Retail
Category
special_situation
Exclusive: Walter and TWG Global Likely Can’t Use CVNA for Liquidity. Citi Already Secured It.
CVNA (overview): Delaware UCC filings show Citigroup holds active security interest over Walter/TWG's entire ~30M share (~$2B) Carvana stake via prepaid variable forward contracts/margin loans. Amid federal fraud probe & liquidity crunch, Walter can't simply dump shares — reduces near-term overhang but Citi could seize collateral if obligations stressed.
Read full article (5 min)