WallStSmart

Carvana Co (CVNA)vsFidelity National Information Services Inc (FIS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carvana Co generates 111% more annual revenue ($22.52B vs $10.68B). CVNA leads profitability with a 6.4% profit margin vs 3.6%. FIS trades at a lower P/E of 64.7x. FIS earns a higher WallStSmart Score of 67/100 (B-).

CVNA

Buy

52

out of 100

Grade: C-

Growth: 8.0Profit: 7.0Value: 4.0Quality: 8.5
Piotroski: 4/9Altman Z: 2.18

FIS

Strong Buy

67

out of 100

Grade: B-

Growth: 6.7Profit: 5.5Value: 6.7Quality: 4.0
Piotroski: 5/9Altman Z: -0.02
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CVNA.

FISUndervalued (+24.0%)

Margin of Safety

+24.0%

Fair Value

$63.59

Current Price

$43.49

$20.10 discount

UndervaluedFair: $63.59Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CVNA5 strengths · Avg: 9.4/10
Market CapQuality
$317.62B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
60.2%10/10

Every $100 of equity generates 60 in profit

Revenue GrowthGrowth
52.0%10/10

Revenue surging 52.0% year-over-year

Debt/EquityHealth
0.189/10

Conservative balance sheet, low leverage

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

FIS4 strengths · Avg: 9.0/10
PEG RatioValuation
0.2610/10

Growing faster than its price suggests

EPS GrowthGrowth
88.1%10/10

Earnings expanding 88.1% YoY

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Operating MarginProfitability
24.6%8/10

Strong operational efficiency at 24.6%

Areas to Watch

CVNA2 concerns · Avg: 2.5/10
Profit MarginProfitability
6.4%3/10

6.4% margin — thin

P/E RatioValuation
231.2x2/10

Premium valuation, high expectations priced in

FIS4 concerns · Avg: 2.5/10
Return on EquityProfitability
2.6%3/10

ROE of 2.6% — below average capital efficiency

Profit MarginProfitability
3.6%3/10

3.6% margin — thin

P/E RatioValuation
64.7x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
-0.022/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CVNA

The strongest argument for CVNA centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 52.0% demonstrates continued momentum.

Bull Case : FIS

The strongest argument for FIS centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.26 suggests the stock is reasonably priced for its growth.

Bear Case : CVNA

The primary concerns for CVNA are Profit Margin, P/E Ratio. A P/E of 231.2x leaves little room for execution misses.

Bear Case : FIS

The primary concerns for FIS are Return on Equity, Profit Margin, P/E Ratio. A P/E of 64.7x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

CVNA profiles as a hypergrowth stock while FIS is a value play — different risk/reward profiles.

CVNA carries more volatility with a beta of 3.55 — expect wider price swings.

CVNA is growing revenue faster at 52.0% — sustainability is the question.

FIS generates stronger free cash flow (663M), providing more financial flexibility.

Bottom Line

FIS scores higher overall (67/100 vs 52/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

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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Fidelity National Information Services Inc

TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA

FIS is an American Fortune 500 company which offers a wide range of financial products and services. Headquartered in Jacksonville, Florida, FIS employs approximately 63,000 people worldwide. FIS is most known for its development of Financial Technology, or FinTech, and as of Q2 2020 it offers its solutions in three primary segments: Merchant Solutions, Banking Solutions, and Capital Market Solutions.

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