ACV Auctions Inc. (ACVA)vsCarvana Co (CVNA)
ACVA
ACV Auctions Inc.
$4.39
-4.77%
CONSUMER CYCLICAL · Cap: $764.17M
CVNA
Carvana Co
$308.56
+2.52%
CONSUMER CYCLICAL · Cap: $65.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Carvana Co generates 2575% more annual revenue ($20.32B vs $759.61M). CVNA leads profitability with a 6.9% profit margin vs -8.7%. CVNA earns a higher WallStSmart Score of 60/100 (C+).
ACVA
Hold39
out of 100
Grade: F
CVNA
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ACVA.
Margin of Safety
+8.1%
Fair Value
$395.93
Current Price
$308.56
$87.37 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
15.1% revenue growth
Every $100 of equity generates 68 in profit
Revenue surging 58.0% year-over-year
Large-cap with strong market position
Conservative balance sheet, low leverage
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -15.2% — below average capital efficiency
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Trading at 12.8x book value
6.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ACVA
The strongest argument for ACVA centers on Price/Book, Revenue Growth. Revenue growth of 15.1% demonstrates continued momentum.
Bull Case : CVNA
The strongest argument for CVNA centers on Return on Equity, Revenue Growth, Market Cap. Revenue growth of 58.0% demonstrates continued momentum.
Bear Case : ACVA
The primary concerns for ACVA are EPS Growth, Market Cap, Return on Equity.
Bear Case : CVNA
The primary concerns for CVNA are P/E Ratio, Price/Book, Profit Margin.
Key Dynamics to Monitor
ACVA profiles as a growth stock while CVNA is a hypergrowth play — different risk/reward profiles.
CVNA carries more volatility with a beta of 3.67 — expect wider price swings.
CVNA is growing revenue faster at 58.0% — sustainability is the question.
CVNA generates stronger free cash flow (379M), providing more financial flexibility.
Bottom Line
CVNA scores higher overall (60/100 vs 39/100) and 58.0% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ACV Auctions Inc.
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
ACV Auctions, Inc., operates a digital marketplace that connects buyers and sellers for online wholesale vehicle auctions. The company is headquartered in Buffalo, New York.
Carvana Co
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
Carvana Co., operates an e-commerce platform to buy and sell used cars in the United States. The company is headquartered in Tempe, Arizona.
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