Value Investing with Sven Carlin, Ph.D. 对 $CPRT 的判断变化

2026-10-04
《10 Stocks To Buy! Value Investing Quadrant October 2026》
CPRT 的估值尚未达到合理水平,潜在回报约 7%,风险与市场相当。

Copart,关于它有很多讨论。我对估值做了一项分析,这取决于你的视角以及你有多乐观,但我们在那里距离合理估值还有点远。因此,我会设定7%的潜在回报,以及7-8%的类似市场的风险。

Copart, there is a lot of discussion about it. I have conducted an analysis of the assessment, and it depends on your perspective and how optimistic you are, but we are still a bit far from a fair assessment there.

Therefore, I would set a potential return of 7%, and a market-like risk of 7-8%.