CARVANA CO. vs HOME DEPOT, INC., two Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CVNA and HD diverge most: on revenue growth, CVNA reads +54.2% and HD reads +2.2%; on return on invested capital, CVNA reads 17.1% and HD reads 89.7%. The rest of the comparable metrics sit closer together. What HD's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CVNA | HD |
|---|---|---|
| Price | $62.36 | $332.02 |
| Market cap | $46.1B | $330.7B |
| Sector | Retail | Retail |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +7.2% |
| P/E | — | 23.6 |
| P/B | 8.98 | 23.84 |
| P/S | 1.84 | 1.99 |
| EV/EBITDA | 21.8 | 13.7 |
| Revenue growth | +54.2% | +2.2% |
| Gross margin | 18.8% | 33.0% |
| Operating margin | 9.2% | 11.9% |
| Net margin | 6.3% | 8.4% |
| Return on equity | 30.5% | 101.0% |
| Return on assets | 10.8% | 13.0% |
| Return on invested capital | 17.1% | 89.7% |
| FCF yield | 2.0% | 4.3% |
| Dividend yield | — | 2.8% |
| Debt / equity | 1.01 | 0.25 |
| Current ratio | 3.93 | 1.04 |
| Altman Z (solvency) | 5.36 | 5.06 |
| Piotroski F (quality) | 6 / 9 | 8 / 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.