Charged Alpha logo
CHARGED ALPHA
Stock Analysis
Stock Library / CVNA
CVNA Consumer Cyclical Latest YouTube: Q2 2026 Published 2026-07-31

Carvana Co.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

Carvana (CVNA): A Record Quarter the Market Hated | Q2 2026

Published 2026-07-31

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q2 2026
2026-07-31
Podcast available
Yes
Current price
$69.91
-1.35 (-1.89%)
Trailing / Forward P/E
36.99x
Forward: 30.98x
Market cap / Volume
Volume:
Revenue / Earnings Growth
52.4%
Earnings: 61.5%
Margins
9.2% op
Gross: 19.4% · Net: 6.3%
Balance sheet
3.93x current
Debt / Equity: 110.9
52-week range / Beta
$54.46 - $97.38
Beta: 3.49
Analyst target
$82.97
Upside: 18.7%
Cash / shareholder return
0.55% FCF yield
Dividend yield: —

Company context

Industry: Auto & Truck Dealerships
Country: United States
Employees:
Price to book: 12.48x
Return on equity: 58.8%
Carvana Co., together with its subsidiaries, operates an e-commerce platform for buying and selling used cars. It provides vehicle acquisition, inspection and reconditioning, online search and shopping experience, financing, complementary products, logistics network and distinctive fulfillment experience, and post-sale customer support services. The company also operates auction sites. Carvana Co. was founded in 2012 and is based in Tempe, Arizona.

Price chart

Market context for CVNA

Competitive view

CVNA vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Carvana Co. latest YouTube video thumbnail YouTube
Carvana Co.
CVNA
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
The TJX Companies, Inc. latest YouTube video thumbnail YouTube
The TJX Companies, Inc.
TJX
Latest video
Q2 FY2027
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Ford Motor Company latest YouTube video thumbnail YouTube
Ford Motor Company
F
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
CVNA
$76.87B
Carvana Co.
TJX
$155.24B
The TJX Companies, Inc.
F
$57.46B
Ford Motor Company
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
CVNA
37.0x
Carvana Co.
TJX
26.0x
The TJX Companies, Inc.
F
Ford Motor Company
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
CVNA
31.0x
Carvana Co.
TJX
24.4x
The TJX Companies, Inc.
F
7.5x
Ford Motor Company
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
CVNA
52.4%
Carvana Co.
TJX
5.4%
The TJX Companies, Inc.
F
-3.8%
Ford Motor Company
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
CVNA
61.5%
Carvana Co.
TJX
23.6%
The TJX Companies, Inc.
F
Ford Motor Company
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
CVNA
9.2%
Carvana Co.
TJX
10.9%
The TJX Companies, Inc.
F
1.9%
Ford Motor Company
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
CVNA
19.4%
Carvana Co.
TJX
31.5%
The TJX Companies, Inc.
F
7.1%
Ford Motor Company
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
CVNA
6.3%
Carvana Co.
TJX
9.7%
The TJX Companies, Inc.
F
-3.9%
Ford Motor Company
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
CVNA
58.8%
Carvana Co.
TJX
62.2%
The TJX Companies, Inc.
F
-18.3%
Ford Motor Company
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
CVNA
0.6%
Carvana Co.
TJX
2.8%
The TJX Companies, Inc.
F
-13.8%
Ford Motor Company
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
CVNA
110.88x
Carvana Co.
TJX
134.42x
The TJX Companies, Inc.
F
456.71x
Ford Motor Company
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
CVNA
3.93x
Carvana Co.
TJX
1.15x
The TJX Companies, Inc.
F
1.09x
Ford Motor Company
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
CVNA
3.49
Carvana Co.
TJX
0.62
The TJX Companies, Inc.
F
1.85
Ford Motor Company
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
CVNA
Carvana Co.
TJX
1.3%
The TJX Companies, Inc.
F
4.3%
Ford Motor Company
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
CVNA
18.7%
Carvana Co.
TJX
23.0%
The TJX Companies, Inc.
F
9.2%
Ford Motor Company

Related research

Non-quarter videos featuring CVNA

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections
Shorts and Clips 2026-07-31

Carvana Broke Every Record. The Stock Fell 7.4%. #CVNA

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for CVNA

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-07-31
Published youtube podcast complete
Carvana (CVNA): A Record Quarter the Market Hated | Q2 2026
Quarterly earnings-analysis entry for Carvana Co.. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-05-01
Published youtube podcast complete
CVNA Stock: Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Carvana Co.. Use the links on the right to open the video or podcast episode.