Carvana Tshuag Yog 'Grossly Undervalued,' Analyst Hais

Ntawv loj

Kev poob qis rau cov tsheb siv, nce cov paj laum, thiab kev tswj hwm kev sib tw tau ua rau muaj kev cuam tshuam

Carvana

Tshuag hauv ob peb lub hlis dhau los. Nws yog lub sij hawm mus plunge rov qab rau hauv thiab yuav cov shares, raws li Piper Sandler.

Analyst Alexander Potter hloov kho shares ntawm Carvana (ticker:

CVNA

) kom hnyav dhau los ntawm nruab nrab hnub Monday, txawm tias nws txo qis nws lub hom phiaj rau $ 73 los ntawm $ 98. Cov khoom lag luam tam sim no yog 10 qhov muaj txiaj ntsig zoo li nws yog ib xyoos dhau los, qhia tias tam sim no "tsis muaj nqis," nws sau.

"CVNA tuaj yeem yooj yim txuas ntxiv mus, tab sis nrog ntau lub peev xwm upside, peb xav tias cov tub ua lag luam yuav tsum xav txog qhov muaj tsawg kawg yog qee qhov CVNA," Potter sau rau hauv daim ntawv tshawb fawb.

Potter kwv yees tias Carvana qhov muag ntim yuav ncav cuag 3.3 lab units hauv 2035, suav txog li 8% ntawm US siv tsheb ua lag luam. Kev nce qib, dhau los, yuav txhawb nqa Ebitda margins, lossis cov paj tau paj tom qab cov nyiaj tau los, paj, se, depreciation, thiab amortization.

Tus kws tshuaj ntsuam tau lees paub tias ua ntej lub tuam txhab tuaj yeem ua tiav nws lub peev xwm mus ntev, nws yuav tsum muaj sia nyob hauv peb lub hlis twg hauv qab no. Carvana tau raug kev nyuaj siab los ntawm kev poob qis rau cov tsheb siv thaum muaj kev lag luam qeeb qeeb. Kuj tseem muaj qee qhov kev txhawj xeeb txog lub tuam txhab tau txais lub cev muag khoom lag luam ADESA rau $ 2.2 billion. Potter hu ua qhov kev txav no yog "kev txiav txim siab zoo," tab sis lees paub tias nws yog "lub sijhawm tsis txaus ntseeg" vim tias cov nuj nqis Carvana yuav tsum tau ua.

Barron tus tau tshaj tawm ua ntej lub caij ntuj sov no hais txog yuav ua li cas lub tuam txhab kev mob loj zuj zus tau ua rau cov ntaub ntawv qeeb, suav nrog kev tsis sau npe tsheb tshiab raws li cov neeg siv khoom npe. Regulators hauv Illinois tau ua txhaum cai rau lub tuam txhab thiab tau saib kom ncua lub tuam txhab daim ntawv tso cai nyob rau hauv lub xeev.

Carvana Tshuag tau dhia hauv kev ua lag luam ua ntej, nce 6.2% rau $ 38.90. Cov shares tau poob 84% xyoo no.

Sau rau Sabrina Escobar ntawm [email tiv thaiv]