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Tenbagger2024

@Tenbagger2024

5Lun·

A long-term runner below the 200-day line.

Is it worth getting in?

$CPRT (-1,38 %)

Profit growth expected 22% in 2025

P/E RATIO 2024: 33

P/E RATIO 2025: 32

Free cash flow: 2024: 997

2025: 1424

2026: 1658

EBitT margin: 2024: 38.48%

2025: 40,04%

2026: 39,84%

Book value per share: 2024: 1.446

2025: 1,644

2026: 1,835

Key figures continue to increase.

Can anyone find a fly in the ointment?

Company Profile

Copart, Inc. engages in the provision of online auctions and vehicle remarketing services. It offers vehicle sellers a full range of services to process and sell vehicles primarily over the Internet using Virtual Bidding Third Generation Internet auction-style sales technology. The company sells vehicles primarily to licensed vehicle dismantlers, remanufacturers, repair licensees, used car dealers and exporters and in certain locations, as well as to the general public. The company's services include online seller access, residual value estimating services, appraisal services, salvage vehicle processing, virtual insurance exchange, transportation services, vehicle inspection stations, on-demand reporting, DMV processing, and vehicle processing programs. It operates through the United States and International segments. The company was founded by Willis J. Johnson in 1982 and is headquartered in Dallas, TX.

25 Comentarios

Sansebastian@Sansebastian

5Lun

I actually find that interesting too

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Sansebastian@Sansebastian

5Lun

@Sansebastian I took a look at the chart. Would only get in if the share drops another 10% or so

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Tenbagger2024@Tenbagger2024

5Lun

@Sansebastian
Good strategy 👍

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Memo0606@Memo0606

4Lun

@Sansebastian at what price ca then?

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Tenbagger2024@Tenbagger2024

4Lun

@Memo0606
There are figures today.
Should observe

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Sansebastian@Sansebastian

4Lun

@Memo0606 I would wait for the figures first

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Sansebastian@Sansebastian

4Lun

@Memo0606 45-47$ - but don't go in blindly, only when a bottom forms

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Memo0606@Memo0606

4Lun

@Sansebastian thanks
which values do you currently find interesting?

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Sansebastian@Sansebastian

4Lun

@Memo0606 I don't have anything in particular on the watchlist because I don't really want to add any more stocks. Top up: ASML, Alphabet, Shopify, possibly Microsoft -> but it has to fall further for that to happen

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Memo0606@Memo0606

4Lun

@Sansebastian $ASML is on my WL
when would you get in there
it has already been corrected a lot
$NXPI but I also find it interesting

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Tenbagger2024@Tenbagger2024

4Lun

I've had enough of semiconductors for the time being, they've all slipped into the basement

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Ver todas las 2 respuestas adicionales

Dividendenopi👴@Dividendenopi

5Lun

Thank you for introducing the share. I have never heard of it before and have never entered this sector. I'll have to take a closer look at it

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Tenbagger2024@Tenbagger2024

5Lun

@Dividendenopi
You can comment on your opinion afterwards.

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Dividendenopi👴@Dividendenopi

5Lun

@Tenbagger2024 I got an initial overview. Very interesting business model, runs in the industrial sector, ok, there's still room, I'm underweighted 😇. Even exists in Germany. Moderate membership fee and auction fees for sellers and buyers and a good, large customer base. I think it's good that you can't bid and buy here indefinitely, only when you've paid in full does a "slot" become free again. This shows seriousness, which is important in this area. The figures and outlook are good both in the past and in the future, but there has been a bit of a bump this year. For me personally, despite a small setback, the valuation is a little too high at the moment. In terms of the chart, I am guided by the 200 line. In this case, if it crosses downwards, I am taking a wait-and-see approach and would not enter at the moment. Definitely something for the whatchlist.

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Tenbagger2024@Tenbagger2024

5Lun

I think the share could correct a little further.
You can keep watching

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Dividendenopi👴@Dividendenopi

5Lun

@Tenbagger2024 I will, I find it interesting and as I said a first overview. It doesn't fit into my current dividend strategy, but I still have some free cash and will build up another portfolio with medium-term growth over the next 12 months, perhaps a candidate.

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Tenbagger2024@Tenbagger2024

5Lun

@Dividendenopi
So you still want to run a portfolio with growth stocks?

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Dividendenopi👴@Dividendenopi

5Lun

Yep, and a third with an ETF

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Wachstums_Aktionär@schokosahne

5Lun

Very exciting company with strong fundamental data and still a nice yield and a nice trend.

However, I personally don't like the business model

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Patrick Schäfer@Hotte1909

5Lun

Alternatively $GPI slightly different subject area but on the whole they do almost the same except that spare parts etc. are also offered.

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Tenbagger2024@Tenbagger2024

5Lun

@Hotte1909
You can do that.
But at this value, the margin is already very low and growth is only in the single digits.

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Patrick Schäfer@Hotte1909

5Lun

@Tenbagger2024 the hard way feeds the squirrel 😉 just wanted to mention an alternative. I think the margin is so low because of the car dealerships they still run themselves. Employees cost money. But it is now also offered as a franchise. Since the real estate belongs to Group1, I still see potential there should they cede their own car dealerships to other franchisees

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Tenbagger2024@Tenbagger2024

5Lun

That would be one reason, but in the end the low margin remains on paper which is at the expense of the result.
Perhaps this is an advantage for copart, which opted for online at a very early stage.
But it would have to be analyzed in more detail.

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