Carvana vs Hilton

This page compares Carvana Co. and Hilton Worldwide Holdings Inc., outlining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

This page compares Carvana Co. and Hilton Worldwide Holdings Inc., outlining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not fin...

Comparison Snapshot

Key Financial Metrics

CVNA

Metric

HLT

$103.05B

Market Cap

$69.06B

-6.44%

Potential Profit

-2.69%

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

Hilton Worldwide Hits New 52-Week High Amid Strong Analyst Upgrades and Positive Sector Momentum

Goldman Sachs upgraded HLT to Buy with a $317 target, signaling expectations for continued growth in travel demand.
Q3 results showed EPS of $2.11 beating estimates by $0.06, with revenue up 8.8% YoY to $1.30B, underscoring resilient booking trends.
FY2025 EPS guidance of $7.97–$8.06 reinforces Hilton's strong positioning as leisure and business travel rebounds.

Sentiment:

🐃Bullish

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

Hilton Worldwide Hits New 52-Week High Amid Strong Analyst Upgrades and Positive Sector Momentum

Goldman Sachs upgraded HLT to Buy with a $317 target, signaling expectations for continued growth in travel demand.
Q3 results showed EPS of $2.11 beating estimates by $0.06, with revenue up 8.8% YoY to $1.30B, underscoring resilient booking trends.
FY2025 EPS guidance of $7.97–$8.06 reinforces Hilton's strong positioning as leisure and business travel rebounds.

Sentiment:

🐃Bullish

Investment Analysis

Carvana

CVNA

Pros

Carvana has demonstrated strong revenue growth, with 55% growth in Q3 2025 reaching $5.65 billion, surpassing analyst expectations.
The company improved profitability significantly in 2025, with adjusted EBITDA up 45% and GAAP net income rising 78%.
Carvana has successfully restructured its debt and cut costs, transitioning from aggressive growth to a more sustainable business model.

Considerations

Carvana faces risks from rising auto loan delinquencies, which may impact its financial stability and investor confidence.
The stock price is volatile, with mixed forecasts ranging from moderate declines around $288 to strong long-term growth over $1,300 by 2030.
Despite improvements, Carvana operates in a highly competitive used car market with potential execution risks related to scaling and inventory management.

Hilton

HLT

Pros

Hilton has a strong global hospitality footprint with a widely recognised brand and diverse portfolio of hotel properties.
The company has a solid balance sheet with substantial market capitalization and enterprise value, supporting operational flexibility.
Hilton benefits from sustained demand recovery in travel and tourism sectors, driving steady revenue growth in recent quarters.

Considerations

Hilton's performance is sensitive to macroeconomic factors such as travel restrictions, economic downturns, and changes in consumer travel habits.
The hospitality industry faces rising operational costs including labour and energy, which can pressure margins.
Hilton is exposed to cyclical risks and potential regulatory changes in key international markets that could impact profitability.

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