Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CPRT
HOLDFLAGCopart, Inc. · Industrials · United States · $32.1B · Avg Vol: $298M/d
Copart is a legendary compounder with a near-duopoly in salvage auto auctions, boasting exceptional ROIC and a massive network effect. While it lacks a direct near-term catalyst from the 5 core macro themes, its structural pricing power and counter-cyclical nature make it a premier defensive holding, though current valuation warrants a cautious entry.
COMPANY DESCRIPTION
Copart, Inc. is a global leader in online vehicle auctions and remarketing services, primarily for salvage and clean-title vehicles from insurance companies, banks, and fleet operators. The company leverages its proprietary VB3 online auction platform and extensive physical network to provide a highly efficient sales channel, establishing a dominant market position. Its significant scale, network effect, and deep customer relationships create substantial competitive moats in the salvage auction industry.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 3.5B | 3.9B | 4.2B | 4.6B | 9.9% |
| EPS | — | 1.15 | 1.30 | 1.42 | 1.61 | 12.0% |
| Shares | — | 952M | 957M | 963M | 967M | +1.6% |
| Debt | 398M | 119M | 120M | 119M | 104M | -28.5% |
| Equity | — | 4.6B | 6.0B | 7.5B | 9.2B | 25.7% |
| Op CF | — | 1.2B | 1.4B | 1.5B | 1.8B | 15.2% |
| Inv CF | — | -442M | -1.9B | -940M | -587M | — |
| Fin CF | — | -383M | 67M | 19M | 52M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of CPRT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CPRT | Copart, Inc.(you) | $32.1B | 55 | HOLD |
| RBA | RB Global, Inc. | $19.7B | 55 | HOLD |
| GPN | Global Payments Inc. | $20.2B | 51 | HOLD |
| CTAS | Cintas Corporation | $69.2B | 54 | HOLD |
| ULS | UL Solutions Inc. | $20.1B | 79 | BUY |
| ARMK | Aramark | $14.0B | 76 | BUY |
| AMTM | Amentum Holdings, Inc. | $5.8B | 51 | HOLD |
| UNF | UniFirst Corporation | $4.8B | 74 | BUY |
| FA | First Advantage Corporation | $2.7B | 62 | HOLD |
| DLB | Dolby Laboratories, Inc. | $5.2B | 76 | BUY |
Peer medians: ROE 11.4% · P/E 30.2x · Gross margin 28.6%