Carvana Co. (CVNA) vs Penske Automotive Group, Inc. (PAG)

Carvana Co. and Penske Automotive Group, Inc. are both Auto & Truck Dealerships companies. Carvana Co. is the larger, with a market value of $66.7B against $13.9B — 4.8× the size. Penske Automotive Group, Inc. trades at the lower P/E: 15.6× against 26.5×. Carvana Co. grew revenue faster over the last twelve months: 54.0% against −1.55%. Carvana Co. has the higher net margin (6.26% vs 2.81%) and the higher return on invested capital (18.3% vs 9.18%). Across the 22 metrics below, Carvana Co. leads on 12 and Penske Automotive Group, Inc. on 10.

Valuation

Metric CVNA PAG Auto & Truck Dealerships median
P/E 26.54 15.64 15.92
P/S 1.68 0.43 0.27
P/B 8.18 2.39 2.00
Price to free cash flow 45.09 22.39 10.69
EV/EBITDA 17.64 11.77 8.59
EV/Sales 1.78 0.51 0.68
Earnings yield 3.77% 6.39% 3.16%
Free cash flow yield 2.22% 4.47% 2.80%

Profitability

Metric CVNA PAG Auto & Truck Dealerships median
Gross margin 19.37% 16.15% 19.56%
Operating margin 8.93% 3.77% 3.73%
Net margin 6.26% 2.81% 1.18%
Free cash flow margin 3.72% 1.94% 2.34%
Return on equity 43.23% 15.80% 10.04%
Return on assets 13.11% 5.05% 0.75%
Return on invested capital 18.32% 9.18% 6.85%

Growth

Metric CVNA PAG Auto & Truck Dealerships median
Revenue growth (TTM) 53.98% (1.55%) 3.12%
EPS growth (last fiscal year) 431.45% 2.84% 2.35%
Revenue growth, 5-year CAGR 29.47% 9.24% 10.46%
Net income growth, 5-year CAGR 0.00% 11.47% 0.00%

Health

Metric CVNA PAG Auto & Truck Dealerships median
Debt to equity 1.02 0.43 0.55
Current ratio 3.93 0.98 1.15
Net debt to EBITDA 1.24 1.45 1.34

Dividend

Metric CVNA PAG Auto & Truck Dealerships median
Dividend yield — 2.66% 1.03%
Payout ratio — 0.42 0.24

Size

Metric CVNA PAG Auto & Truck Dealerships median
Market cap 66.71b 13.92b 2.14b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack