10Mês·

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

Is it worth getting in?

$CPRT (-0,1%)

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 Comentários

Sansebastian@Sansebastian

10Mês

I actually find that interesting too

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Ver todas as 12 restantes respostas

Dividendenopi👴@Dividendenopi

10Mês

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

10Mês

@Dividendenopi
You can comment on your opinion afterwards.

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Dividendenopi👴@Dividendenopi

10Mês

@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

10Mês

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

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Dividendenopi👴@Dividendenopi

10Mês

@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

10Mês

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

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Dividendenopi👴@Dividendenopi

10Mês

Yep, and a third with an ETF

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Wachstums_Aktionär@schokosahne

10Mês

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

10Mês

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

10Mês

@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

10Mês

@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

10Mês

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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