Carvana's Rally Has Legs: Margins, Momentum, And A Multi-Year Earnings Boom

  • Carvana's stock has surged 20% despite market challenges, driven by strong financial performance and improved efficiency, with EPS expected to rise 150% by 2029. The company's strategic shift to profitability in mid-2023 resulted in record adjusted EBITDA and narrowed losses, showcasing its resilience and operational efficiency. Carvana's vertically integrated model and robust data flywheel give it a competitive edge, with significant growth potential in the $1 trillion used car market.