Live Report · Updated January 26, 2026

Carvana vs Warner Bros. Discovery

Carvana Co. and WARNER BROS DISCOVERY INC. this page compares their business models, financial performance, and market context in neutral terms to provide accessible information. It outlines each company’s revenue approaches, operations, and market positioning, while avoiding speculation or unsupported claims. Educational content, not financial advice.

Carvana Co. and WARNER BROS DISCOVERY INC. this page compares their business models, financial performance, and market context in neutral terms to provide accessible information. It outlines each comp...

Comparison Snapshot

Key Financial Metrics

CVNA

Metric

WBD

$103.05B

Market Cap

$69.99B

-6.44%

Potential Profit

-6.01%

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

Warner Bros. Discovery locks in $72B all-cash Netflix deal amid fierce Paramount bidding war.

Amended deal shifts to all-cash structure, accelerating shareholder vote and sidestepping stock volatility risks while maintaining $27.75 per share valuation plus Discovery Global spin-off value.
WBD board unanimously backs Netflix pact over Paramount's overtures, dismissing the rival's proxy fight and court setbacks as desperate tactics.
Regulatory filings underway with DOJ and EU, paving way for closure in 12-18 months after Discovery separation, underscoring commitment to swift execution.

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

Warner Bros. Discovery locks in $72B all-cash Netflix deal amid fierce Paramount bidding war.

Amended deal shifts to all-cash structure, accelerating shareholder vote and sidestepping stock volatility risks while maintaining $27.75 per share valuation plus Discovery Global spin-off value.
WBD board unanimously backs Netflix pact over Paramount's overtures, dismissing the rival's proxy fight and court setbacks as desperate tactics.
Regulatory filings underway with DOJ and EU, paving way for closure in 12-18 months after Discovery separation, underscoring commitment to swift execution.

Sentiment:

🐃Bullish

Investment Analysis

Carvana

CVNA

Pros

Carvana achieved record quarterly revenue of $5.65 billion, reflecting 55% year-on-year growth and surpassing analyst expectations.
The company reported improved profitability with adjusted EBITDA rising 45% and net income up 78% year-on-year.
Carvana has successfully restructured its debt, reduced costs, and rightsized its inventory, strengthening its operational foundation.

Considerations

Auto loan delinquencies have increased, raising concerns about credit risk and potential future losses.
Despite strong quarterly results, Carvana's guidance for upcoming unit sales was weaker than expected, indicating possible near-term headwinds.
The stock remains highly volatile, with a beta of 3.5, making it sensitive to broader market swings and investor sentiment.

Warner Bros. Discovery

WBD

Pros

Warner Bros. Discovery maintains a vast library of iconic intellectual property, supporting recurring revenue streams from licensing and streaming.
The company has made progress in reducing debt and improving cash flow through strategic asset sales and cost-cutting measures.
Recent content releases have performed well, contributing to subscriber growth and advertising revenue in its streaming segment.

Considerations

The company faces ongoing challenges in subscriber retention and profitability within its streaming business despite content investments.
Advertising revenue remains vulnerable to macroeconomic fluctuations and competition from larger digital platforms.
Restructuring efforts and integration of legacy assets continue to pose execution risks and may limit near-term margin expansion.

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