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...
Why It's Moving
Carvana hits all-time highs on 12-day winning streak ahead of S&P 500 inclusion.
- Upcoming S&P 500 addition guarantees passive inflows, boosting visibility and liquidity for the online used-car retailer.
- Record Q3 2025 results with 55% revenue growth to $5.65 billion and 44% retail unit increase to 156,000 vehicles signal sustained profitability.
- Stronger securitization pipeline enhances financing profits, positioning Carvana as a data-driven auto finance powerhouse beyond just vehicle sales.
Hilton refinances debt with $1B notes issuance, steadying its balance sheet amid flat RevPAR outlook.
- Issued $1B 5.5% senior notes on Dec 10, redeeming costlier 5.75% 2028 notes on Dec 11 to lower interest expenses and extend maturities.
- Q3 net unit growth hit 6.5% with 23,200 new rooms added, bolstering a record 515,400-room pipeline up 5% year-over-year.
- Full-year RevPAR outlook flat to +1%, with $3.3B capital return planned including share repurchases, underscoring operational discipline.
Carvana hits all-time highs on 12-day winning streak ahead of S&P 500 inclusion.
- Upcoming S&P 500 addition guarantees passive inflows, boosting visibility and liquidity for the online used-car retailer.
- Record Q3 2025 results with 55% revenue growth to $5.65 billion and 44% retail unit increase to 156,000 vehicles signal sustained profitability.
- Stronger securitization pipeline enhances financing profits, positioning Carvana as a data-driven auto finance powerhouse beyond just vehicle sales.
Hilton refinances debt with $1B notes issuance, steadying its balance sheet amid flat RevPAR outlook.
- Issued $1B 5.5% senior notes on Dec 10, redeeming costlier 5.75% 2028 notes on Dec 11 to lower interest expenses and extend maturities.
- Q3 net unit growth hit 6.5% with 23,200 new rooms added, bolstering a record 515,400-room pipeline up 5% year-over-year.
- Full-year RevPAR outlook flat to +1%, with $3.3B capital return planned including share repurchases, underscoring operational discipline.
Which Baskets Do They Appear In?
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Explore BasketWhich Baskets Do They Appear In?
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Hertz is partnering with Amazon to sell its used cars online, a move that is shaking up the used-car market. This collaboration highlights the growing trend of digital transformation in automotive sales, creating opportunities for companies that facilitate online vehicle transactions.
Published: August 21, 2025
Explore BasketInformation Asymmetry Arbitrageurs
These companies build their success on knowing more than their customers. Our analysts have selected businesses that create lasting value from proprietary data and analytical advantages in complex markets like credit scoring, auto sales, and insurance.
Published: June 17, 2025
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Explore BasketInvestment 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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