Value Investing with Sven Carlin, Ph.D. on $CPRT (Nov 7, 2026)
CPRT is cheap but not very cheap in the current cycle. After reviewing earnings, potential long-term growth and a fair end-multiple, the speaker sees room for the stock to land lower and would examine it at a slightly lower price. Growth resumption could change the case, but current fundamentals have not yet reached that point.
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Another one, Copart. We discussed it in a video. As I said, all the links are in the description below. When I look at it, yes it is cheap, but in the current cycle it is not very cheap.
I looked at earnings, potential long-term growth, and a fair end-multiplier. There is still plenty of room for landing. Yes, if growth resumes, but for now let's look at it at a slightly lower level so that I can conduct an in- depth analysis.
We haven't reached that point yet under the current fundamentals.
What this channel has said about $CPRT
Value Investing with Sven Carlin, Ph.D. has 2 calls on this stock; only the adjacent ones are shown.