ACV Auctions Inc. (ACVA)vsCarvana Co (CVNA)
ACVA
ACV Auctions Inc.
$5.66
-3.58%
CONSUMER CYCLICAL · Cap: $1.15B
CVNA
Carvana Co
$67.25
-5.49%
CONSUMER CYCLICAL · Cap: $71.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Carvana Co generates 2783% more annual revenue ($22.52B vs $781.10M). CVNA leads profitability with a 6.4% profit margin vs -8.0%. CVNA earns a higher WallStSmart Score of 56/100 (C).
ACVA
Hold37
out of 100
Grade: F
CVNA
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+57.9%
Fair Value
$17.12
Current Price
$5.66
$11.46 discount
Margin of Safety
-66.1%
Fair Value
$40.04
Current Price
$67.25
$27.21 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 43 in profit
Revenue surging 52.0% 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 -14.4% — below average capital efficiency
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 12.9x book value
6.4% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ACVA
The strongest argument for ACVA centers on Price/Book. Revenue growth of 11.8% demonstrates continued momentum.
Bull Case : CVNA
The strongest argument for CVNA centers on Return on Equity, Revenue Growth, Market Cap. Revenue growth of 52.0% 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 turnaround stock while CVNA is a hypergrowth 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.
ACVA generates stronger free cash flow (75M), providing more financial flexibility.
Bottom Line
CVNA scores higher overall (56/100 vs 37/100) and 52.0% revenue growth. ACVA offers better value entry with a 57.9% margin of safety. 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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