CVNA
Carvana Co.Consumer Cyclical · $66.4B market cap
Verdict
Share price
$63.77
close of Oct 3, 2026
Fair value
$21.58
Sticker Price
Payback Price
$8.63
buy price
CVNA is Overpriced: at $63.77 it trades 195% above its fair value of $21.58. Its buy price (Payback Price) is $8.63, 86% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 14% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
4 of 5 clear the 10% bar. What are the Big Five?
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7 of the investors we track hold CVNA. In Q2 2026, 7 added. Who we track
Clifford Sosin
CAS Investment Partners · as of Q2 2026
$1.5B
22,559,570 shares
Viking Global Investors
Viking Global Investors · as of Q2 2026
$811.1M
12,322,311 shares
Stephen Mandel
Lone Pine Capital · as of Q2 2026
$692.5M
10,520,666 shares
Henry Ellenbogen
Durable Capital Partners · as of Q2 2026
$442.4M
6,720,882 shares
Lee Ainslie
Maverick Capital · as of Q2 2026
$173.7M
2,638,673 shares
Moves in Q2 2026
Added: Viking Global Investors, Stephen Mandel, Robert Vinall, Polen Capital Management, Lee Ainslie, Henry Ellenbogen, Clifford Sosin
Insider activity
Since Sep 1, 2026: no open-market purchases, 6 sales worth $8.5M and 11 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
JENKINS MARK W.
Chief Financial Officer · 2026-09-01
Sold
$1.9M
JENKINS MARK W.
Chief Financial Officer · 2026-09-01
Sold
$2.7M
Palmer Stephen R
Vice President of Accounting · 2026-09-01
Sold
$115K
Palmer Stephen R
Vice President of Accounting · 2026-09-01
Sold
$243K
HUSTON BENJAMIN E.
Chief Operating Officer · 2026-09-01
Sold
$1.5M
Show all 6 salesShow fewer
HUSTON BENJAMIN E.
Chief Operating Officer · 2026-09-01
Sold
$2.1M
Other filings
GILL DANIEL J.
Chief Product Officer · 2026-09-01
Tax withholding
$556K
GARCIA ERNEST C. III
Chief Executive Officer · 2026-09-01
Tax withholding
$510K
KEETON RYAN S.
Chief Brand Officer · 2026-09-01
Tax withholding
$208K
Taira Thomas
President, Special Projects · 2026-09-01
Tax withholding
$285K
JENKINS MARK W.
Chief Financial Officer · 2026-09-01
Option exercise
$39K
Show all 11 other filingsShow fewer
JENKINS MARK W.
Chief Financial Officer · 2026-09-01
Option exercise
$84K
JENKINS MARK W.
Chief Financial Officer · 2026-09-01
Option exercise
$100K
JENKINS MARK W.
Chief Financial Officer · 2026-09-01
Tax withholding
$506K
BREAUX PAUL W.
See Remarks · 2026-09-01
Tax withholding
$322K
Palmer Stephen R
Vice President of Accounting · 2026-09-01
Tax withholding
$218K
HUSTON BENJAMIN E.
Chief Operating Officer · 2026-09-01
Tax withholding
$506K
About Carvana Co.
Carvana Co., along with its subsidiaries, operates a digital platform facilitating the purchase and sale of pre-owned vehicles across the United States. Their comprehensive services span the entire customer journey, including sourcing and reconditioning automobiles, providing an intuitive online browsing and transaction experience, offering financing solutions, and supplying complementary products. The company also…
Auto - Dealerships
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works