Companies
Carvana
S&P 500Consumer Discretionary· USA

CVNA

Challenger

Carvana

$359.27

+6.85%

Open $333.50·Prev $336.24

as of 13 Apr

CHALLENGER

Power Core

Power Core in one sentence: Carvana's moat is its vertically integrated physical infrastructure for vehicle acquisition, inspection, reconditioning, and last-mile delivery, assembled at a scale that no pure-digital competitor can replicate and no traditional dealer has the incentive to build.

Published1 Apr 2026
UniverseS&P 500
SectorConsumer Discretionary

Direction of Movement

Upward, With Operational Leverage Accelerating the Climb

ROC 200

+8.2%

Company Profile

Carvana Co. operates an e-commerce platform focused on buying and selling used cars across the United States. The company provides a fully online retail experience, including vehicle acquisition, inspection, reconditioning, search and shopping tools, financing options, complementary products like vehicle service contracts (VSCs) and GAP waiver coverage, logistics for nationwide delivery, and post-sale support. Revenue primarily comes from retail used vehicle sales, wholesale vehicle sales, and other sources such as commissions from financing, insurance, and ancillary services. Carvana Co. leverages technology-driven processes for inventory management, reconditioning efficiency, and customer conversion to streamline the used car marketplace. It also manages auction sites to support its operations. Founded in 2012 and headquartered in Tempe, Arizona, Carvana Co. plays a significant role in the consumer cyclical sector, particularly within auto and truck dealerships, by offering a convenient digital alternative to traditional car buying.

Sector

Consumer Cyclical

Industry

Auto & Truck Dealerships

Employees

23,100

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