Copart: At Risk Of A Disappointing Quarter (Archive)

Copart faces near-term headwinds from falling used car prices, weak volumes and margins.

Copart: At Risk Of A Disappointing Quarter (Archive)

This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.

Elevator Pitch

  • I like Copart, Inc.'s business but currently, I see too many headwinds continuing to affect the stock:
  • Used car market pricing should fall further.
  • Non-retail used car volumes are de-growing faster.
  • There is a risk of continued margin misses.
  • I am keen to hear management's commentary in the upcoming earnings call, as some of the high-frequency data suggests the quarter has not gone as per their expectations.

Read the full article here.

Disclosures and Disclaimers

Past performance ≠ future results. Not investment advice. See full Disclaimer.