Reported 1 day ago
A bearish analysis of Carvana Co. (CVNA) highlights concerns over its business model, which heavily relies on consumer finance rather than vehicle sales. Despite a significant market capitalization and growth, the company's valuation appears disconnected from its fundamentals and is vulnerable to credit cycles. With most customers financing through Carvana and the company facing elevated delinquency risks, the analysis suggests a skewed risk/reward profile, contrasting with competitors valued more conservatively.
Source: YAHOO