Carvana vs Coupang

This page compares Carvana and Coupang in terms of business models, financial performance, and market context. It presents neutral, accessible explanations of how each company structures operations, generates revenue, and positions itself within evolving retail and online marketplaces. Educational content, not financial advice.

This page compares Carvana and Coupang in terms of business models, financial performance, and market context. It presents neutral, accessible explanations of how each company structures operations, g...

Comparison Snapshot

Key Financial Metrics

CVNA

Metric

CPNG

$103.05B

Market Cap

$35.75B

-6.44%

Potential Profit

74.88%

Buy

Analyst Rating

Buy

Why It's Moving

Carvana surges to new 1-year high as analysts hike targets amid profitability momentum.

BTIG boosted its price target to $535 with a buy rating, while Stephens lifted theirs to $519 and Morgan Stanley reaffirmed overweight, reflecting strong Wall Street optimism.
Revenue jumped 54.5% year-over-year to $5.65B in the last quarter, beating estimates and underscoring robust demand recovery in used vehicles.
Operating margins hit near 10% with LTM income at $2B, highlighting efficiency gains in reconditioning and logistics that bolster scalability.

Sentiment:

🐃Bullish

Coupang Shares Dip Amid Data Breach Fallout as Institutional Buying Signals Confidence

Investment House LLC ramped up its stake by 76.2% with 144,834 new shares, valuing its holding at $10.79 million and underscoring faith in Coupang's long-term potential.
A Chinese worker's leak of customer data sparked a major scandal in South Korea, fueling the 2.6% weekly drop and testing the e-commerce giant's reputation.
Rapid revenue growth in Taiwan—triple digits from a small base—bolsters Coupang's flywheel of expansion and service enhancements amid reinvestments for profitability.

Sentiment:

🌋Volatile

Carvana surges to new 1-year high as analysts hike targets amid profitability momentum.

BTIG boosted its price target to $535 with a buy rating, while Stephens lifted theirs to $519 and Morgan Stanley reaffirmed overweight, reflecting strong Wall Street optimism.
Revenue jumped 54.5% year-over-year to $5.65B in the last quarter, beating estimates and underscoring robust demand recovery in used vehicles.
Operating margins hit near 10% with LTM income at $2B, highlighting efficiency gains in reconditioning and logistics that bolster scalability.

Sentiment:

🐃Bullish

Coupang Shares Dip Amid Data Breach Fallout as Institutional Buying Signals Confidence

Investment House LLC ramped up its stake by 76.2% with 144,834 new shares, valuing its holding at $10.79 million and underscoring faith in Coupang's long-term potential.
A Chinese worker's leak of customer data sparked a major scandal in South Korea, fueling the 2.6% weekly drop and testing the e-commerce giant's reputation.
Rapid revenue growth in Taiwan—triple digits from a small base—bolsters Coupang's flywheel of expansion and service enhancements amid reinvestments for profitability.

Sentiment:

🌋Volatile

Investment Analysis

Carvana

CVNA

Pros

Carvana has delivered strong revenue growth, with a 54.5% year-on-year increase in the latest quarter, surpassing analyst expectations.
Adjusted EBITDA performance has improved, reflecting better profitability and operational efficiency compared to prior periods.
The company maintains a dominant position in the online used car market, benefiting from a scalable digital platform and nationwide logistics.

Considerations

Carvana's outlook for used car unit sales has been revised downward, raising concerns about future growth amid macroeconomic headwinds.
The stock remains highly volatile, with frequent large price swings that may deter risk-averse investors.
Despite recent gains, the share price is still well below its 52-week high, indicating persistent investor caution and valuation pressure.

Coupang

CPNG

Pros

Coupang continues to expand its market share in South Korea's e-commerce sector, supported by strong logistics and customer loyalty.
The company has demonstrated improving profitability, with positive earnings per share reported over the trailing twelve months.
Coupang is investing in new growth areas such as advertising and financial services, diversifying its revenue streams beyond core retail.

Considerations

Coupang faces intense competition from both domestic and international e-commerce players, which could limit pricing power and margins.
The business remains sensitive to changes in consumer spending, particularly in a high-inflation or slowing economic environment.
Profitability improvements are still modest, and the company's valuation may be stretched relative to its earnings growth trajectory.

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