CARVANA CO. vs FASTENAL CO, two Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CVNA and FAST diverge most: on debt / equity, CVNA reads 1.01 and FAST reads 0.05; on revenue growth, CVNA reads +54.2% and FAST reads +12.5%. The rest of the comparable metrics sit closer together. What FAST's price implies is a demanding bet versus history and the cohort (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CVNA | FAST |
|---|---|---|
| Price | $62.36 | $47.72 |
| Market cap | $46.1B | $54.9B |
| Sector | Retail | Retail |
| Stage | Growth | Growth |
| Implied growth (priced in) | — | +28.8% |
| P/E | — | 32.7 |
| P/B | 8.98 | 13.49 |
| P/S | 1.84 | 6.27 |
| EV/EBITDA | 21.8 | 28.1 |
| Revenue growth | +54.2% | +12.5% |
| Gross margin | 18.8% | 44.6% |
| Operating margin | 9.2% | 21.0% |
| Net margin | 6.3% | 15.4% |
| Return on equity | 30.5% | 33.2% |
| Return on assets | 10.8% | 25.5% |
| Return on invested capital | 17.1% | 31.8% |
| FCF yield | 2.0% | 2.1% |
| Dividend yield | — | 1.8% |
| Debt / equity | 1.01 | 0.05 |
| Current ratio | 3.93 | 4.18 |
| Altman Z (solvency) | 5.36 | 9.67 |
| Piotroski F (quality) | 6 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.