業種
Vehicle Auctions
Vehicle Auctions のすべてのレポート — 全 2 件。
45/100
Carvana Co.: A Deep-Dive Value Investing Analysis
The largest online used-car retailer in the U.S.; it recovered sharply from its 2022 crisis to $1.881 billion of operating profit by 2025, but the Garcia family's dual-class shares plus the TRA burden weigh on governance, and at a post-split $68.28 the stock sits 113-210% above the base-case range with no margin of safety. Rating: Watch.
49/100
91Buffett
Copart Deep Value Investment Analysis
Copart is a salvage and vehicle-disposition auction platform with high margins and a near debt-free balance sheet. The core thesis is that its national yard network, global buyer liquidity, insurer relationships, title-processing capability, and operating systems make it a durable compounder, but at roughly $33 the margin of safety is not obvious. Research rating Watch: wait for a better entry point, with an ideal buy range of $22-26.