Mulya.ai
Ticker
CVNA
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?17.4%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?3.673
Beta (levered) ?3.000
Terminal OM% ?15.3%
Segment conc. ?89% dominant
Terminal growth ?4.1%
Bond rating ?A- · 1.45%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

CVNA · Carvana Co.

$313.552026-05-17
Sector: Consumer Cyclical; Industry: Auto - Dealerships; Sub-Industry: Automotive Retail

Intrinsic Value Range Comparison · Mulya.ai

Very High Uncertainty
Bull
$832
+165.4% vs market
Base · active
$356
+13.5% vs market
Bear
$147
-53.1% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $147
Market $314
Base $356
Median $470
Bull $832
Market Price $314
Mulya.ai Base $356
Analysts Median $470
Mulya.ai IV range ($147 · $832)
Analysts Range ($320 · $550)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$12.8B-0.8%0.0%−$104MM−$2.5B−$2.6B18.8%-2.1%$4.9B$-0.60
2022.Q4$13.6B6.2%-11.0%0.0%−$1.5B−$1.1B−$2.5B17.2%-24.9%$7.0B$-7.04
2023.Q4$10.8B-20.8%-0.7%14.3%−$69MM$882MM$813MM16.4%-1.1%$5.6B$2.00
2024.Q4$13.7B26.9%7.3%0.0%$1.0B$46MM$1.1B16.8%19.6%$4.7B$0.93
2025.Q4$20.3B48.6%9.3%45.0%$1.0B−$512MM$524MM18.1%32.1%$1.7B$6.2437.6
italics below = DCF projection · 10yr Rev CAGR: 14.7%
2026.Q4$26.7B+31.6%9.3%42.5%$1.4B−$69MM$1.4B16.6%$1.2B80.0%$1.8B$6.3249.6
2027.Q4$32.9B+23.1%10.5%40.0%$2.1B−$94MM$2.0B15.8%$1.5B111.0%$1.9B$9.1734.2
2028.Q4$39.9B+21.3%11.7%37.5%$2.9B−$181MM$2.7B15.0%$1.8B145.5%$2.1B$12.9124.3
2029.Q4$46.0B+15.1%12.9%35.0%$3.8B$0MM$3.8B14.2%$2.2B183.7%$2.1B$17.0318.4
2030.Q4$53.0B+15.3%15.3%32.5%$5.5B$0MM$5.5B13.4%$2.7B261.0%$2.1B$24.1913.0
Term. Yr+$83.1B4.1%15.3%20.0%$10.1B−$1.8B$8.4B8.6%$54.9B23.6%
Active scenario IV: $356 (+13.5% vs market)