Carvana vs Group 1 Automotive
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KIRA’s take AI analyst
I put Carvana and Group 1 Automotive side by side, using each one’s latest annual report. Here is what stands out:
- Group 1 Automotive is the larger business, with $22.6B of revenue in fiscal 2025 against $20.3B for Carvana.
- Carvana grew revenue faster (48.6%, against 13.2%).
- Carvana kept more of each dollar of sales as operating profit (9.3% operating margin, against 3.3%).
- Carvana turned more of its sales into free cash flow (4.4% FCF margin, against 1.9%).
- Carvana earned a higher return on the capital invested in it (24.6%, against 8.6%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Carvana
CVNA
9/10
Revenue growth5-year growthGross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-score
Group 1 Automotive
GPI
1/10
Share count change
Side by side
Best in the row
| Latest fiscal year | CVNA FY25 | GPI FY25 |
|---|---|---|
| Size | ||
| Market cap | $41.9B | $2.9B |
| Revenue | $20.3B | $22.6B |
| Free cash flow | $889M | $425M |
| Net income | $1.4B | $325M |
| Growth | ||
| Revenue growth | 48.6% | 13.2% |
| 5-year growth | 29.5% | 16.3% |
| Share count change | 69.6% | −3.9% |
| Profitability | ||
| Gross margin | 20.6% | 16.1% |
| Operating margin | 9.3% | 3.3% |
| Net margin | 6.9% | 1.4% |
| FCF margin | 4.4% | 1.9% |
| Return on capital | 24.6% | 8.6% |
| Return on equity | 59.9% | 11.3% |
| Balance sheet | ||
| Net debt | $2.7B | $3.7B |
| Net debt / EBITDA | — | — |
| Dividends and buybacks | $0.0M | $580M |
| Valuation & quality | ||
| P/E | — | 10.1x |
| Piotroski F-score | 6 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.