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FINWIRES

RBCキャピタル・マーケッツは、Carvanaは今後も数年間にわたり市場での成長が見込まれる、成長を続ける企業であると述べている。

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-- RBCキャピタル・マーケッツは金曜日に電子メールで送付した調査レポートの中で、Carvana（CVNA）は堅調な第1四半期決算を発表し、今後も数年間にわたり市場での成長が見込まれる成長株であると述べた。 同レポートによると、Carvanaの第1四半期の好調な業績は、第4四半期に販売台数当たり粗利益が予想を下回り、利益率の拡大と事業遂行能力に疑問が投げかけられた後のものだ。 アナリストらは、小売販売台数が予想を上回ったことで今後の見通しは魅力的になったものの、第2四半期の販売台数当たり粗利益は価格の低迷により逆風に直面する可能性が高いと指摘した。 RBCによると、Carvanaは米国の中古車小売市場で約2%の市場シェアを占めており、顧客の認知度と利用率の向上はまだ初期段階にあると述べている。 RBCによると、Carvanaはここ数四半期、販売台数当たりの広告費を増やしており、これは顧客体験の向上と在庫の選択肢の拡大と並んで、成長戦略の重要な要素であると見なしている。 RBCは、Carvana株の投資判断を「アウトパフォーム」に据え置き、目標株価を440ドルから460ドルに引き上げた。

Price: $380.71, Change: $-15.09, Percent Change: -3.81%

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