E x h i b i t 9 9 . 1 Annual Results 1 2024 Highlights FINANCIAL RESULTS EFFICIENCY & SCALABILITY CUSTOMER EXPERIENCE • Achieved record company-level profitability for full year 2024 ◦ Net income of $404 million, Net income margin of 3.0% ◦ GAAP Operating income of $990 million, GAAP Operating margin of 7.2% ◦ Adjusted EBITDA of $1.378 billion, Adjusted EBITDA margin of 10.1% • Returned to significant retail unit growth ◦ Retail units sold of 416,348, a 33% increase year-over-year • Delivered substantial co ...

Carvana Co. CVNA will release its fourth-quarter financial results, after the closing bell, on Wednesday, Feb. 19, 2025.Analysts expect the Tempe, Arizona-based company to report quarterly earnings at 29 cents per share, compared to a year-ago loss of $1.00 per share. Carvana projects quarterly revenue of $3.31 billion, compared to $2.42 billion a year earlier, according to data from Benzinga Pro.The company has beaten analyst estimates for revenue in three straight quarters and five of the last 10 quarters ...

Group 1 - The account is managed by Noah's Arc Capital Management, focusing on providing Wall Street level insights to main street investors [1] - The research primarily targets 20th century stocks undergoing transformation in the 21st century, while also covering companies that facilitate these transformations [1] - The emphasis is on identifying innovations in business models that could lead to significant stock changes [1] Group 2 - The managing partner of Noah's Arc Capital Management is Noah Cox, whose views may not necessarily reflect those of the firm [3] - The article is intended solely for informational purposes and does not constitute investment advice [3]

Core Viewpoint - Carvana is expected to report its fourth-quarter 2024 results, with earnings estimated at 24 cents per share and revenues at $3.33 billion, reflecting a year-over-year revenue increase of 37.2% [1][2]. Financial Performance - The earnings estimate for Q4 2024 has decreased by one cent over the past month, while the company had a loss of $1 per share in the same quarter last year [2]. - For 2025, the revenue estimate is $16.24 billion, indicating a 20.8% year-over-year increase, and the EPS estimate is $2.85, suggesting a significant increase of 123% [4]. Sales and Growth - Carvana's used vehicle retail units sold have shown growth for the first time since June 2022, with over 100,000 cars sold in the second and third quarters of 2024, making it the second-largest used car retailer in the U.S. [6]. - The company anticipates a 47% year-over-year increase in retail units sold for Q4 2024, projecting sales of 112,021 vehicles [6]. Operational Efficiency - Adjusted EBITDA for Q4 2024 is forecasted to increase by 493% year-over-year to $356 million, driven by improved operational efficiency and cost-cutting measures [7]. - The company has successfully reduced SG&A expenses through staffing adjustments, advertising cuts, and inventory management, which are expected to enhance adjusted EBITDA margins [7]. Market Position and Valuation - Year-to-date, Carvana's shares have risen by 40%, outperforming competitors like CarMax and the broader auto industry as well as the S&P 500 [8]. - The stock is currently trading at a forward 12-month sales multiple of 3.55, which is higher than both the industry average and its own five-year median [11]. Strategic Initiatives - Carvana's shift from aggressive growth to operational efficiency has been pivotal, focusing on achieving positive adjusted EBITDA and increasing EBITDA per unit [13]. - A significant deal with Ally Financial to sell up to $4 billion in auto loan receivables has helped alleviate concerns regarding the company's financial stability [14]. Market Share and Expansion Potential - Despite being the second-largest used car retailer in the U.S., Carvana holds only a 1% share of the fragmented automotive retail market, indicating substantial growth potential as online car buying becomes more popular [15].

The upcoming report from Carvana (CVNA) is expected to reveal quarterly earnings of $0.24 per share, indicating an increase of 124% compared to the year-ago period. Analysts forecast revenues of $3.33 billion, representing an increase of 37.4% year over year.Over the last 30 days, there has been an upward revision of 5.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of ...

The market expects Carvana (CVNA) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released o ...

Carvana's (CVNA 1.42%) stock chart resembles a roller coaster. But despite the ridiculous amounts of volatility, the shares have been a huge winner, soaring 187% in the past five years.The business has been getting on better financial footing in recent times, gaining investors' confidence once again. If you missed the ride, you're probably wondering what type of returns are possible.With that being said, where will Carvana stock be in five years?Higher volumeCarvana made a name for itself by completely rede ...

Which of these e-commerce platforms has a brighter future?When Carvana (CVNA 0.34%) went public in 2017, the bulls claimed it could become the "Amazon (AMZN -4.05%) of used cars." It streamlined the car buying process with its online marketplace that delivered cars straight to the customer's door.But Carvana went through some wild swings after its market debut. It went public at $15, closed at a record high of $370.10 on Aug. 10, 2021, then plummeted to its all-time low of $3.72 on Dec. 27, 2022. At the tim ...

Investors interested in Retail-Wholesale stocks should always be looking to find the best-performing companies in the group. Is Carvana (CVNA) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Retail-Wholesale sector should help us answer this question.Carvana is one of 212 companies in the Retail-Wholesale group. The Retail-Wholesale group currently sits at #2 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different se ...

Carvana (CVNA 1.68%) has taken its shareholders on a bumpy ride. Shares of the online vehicle retailer surged 33-fold from its initial public offering in April 2017 to its all-time high in August 2021. Monster growth boosted market sentiment.However, those gains slowed dramatically due to macro headwinds, which exposed Carvana's precarious financial position. To its credit, the business has improved its situation dramatically in recent years, and the shares have skyrocketed 5,120% in the past 25 months. Wit ...