Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$28.3B
926M shares
52-week range
$27.85 – $50.11
2% from low
Sector
RETAIL-AUTO DEALERS & GASOLINE STATIONS
Exchange
NASDAQ
CS
Borrow rate
0.27%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.81B | $2.04B | $2.21B | $2.69B | $3.50B | $3.87B | $4.24B | $4.65B |
| Cost of revenue | $1.04B | $1.14B | $1.20B | $1.35B | $1.89B | $2.13B | $2.33B | $2.55B |
| Gross profit | $762.4M | $898.3M | $1.01B | $1.34B | $1.61B | $1.74B | $1.91B | $2.10B |
| Gross margin | 42.2% | 44.0% | 45.7% | 49.9% | 45.9% | 44.9% | 45.0% | 45.2% |
| R&D | $15.5M | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $584.3M | $716.5M | $816.1M | $1.14B | $1.37B | $1.49B | $1.57B | $1.70B |
| EBITDA | $661.5M | $809.7M | $922.5M | $1.26B | $1.50B | $1.71B | $1.90B | $2.11B |
| Net income | $417.9M | $591.7M | $699.9M | $936.5M | $1.09B | $1.24B | $1.36B | $1.55B |
| Net margin | 23.1% | 29.0% | 31.7% | 34.8% | 31.1% | 32.0% | 32.2% | 33.4% |
| EPS (diluted) | 0.43 | 0.62 | 0.73 | 0.97 | 1.13 | 1.28 | 1.40 | 1.59 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $4.7B | $1.59 | $1.58–$1.61 | 8 |
| 2027 | $4.8B | $1.69 | $1.64–$1.71 | 9 |
| 2028 | $5.1B | $1.81 | $1.75–$1.87 | 3 |
| 2029 | $5.3B | $2.02 | $1.97–$2.07 | 1 |
Forward consensus · source: Financial Modeling Prep
Based in Dallas, Copart operates a global online salvage vehicle auction with operations in 11 countries across North America, Europe, and the Middle East, facilitating over 4 million transactions annually. The company utilizes its virtual bidding platform, VB3, to connect vehicle sellers with over 750,000 registered buyers around the world. Buyers primarily consist of vehicle dismantlers, rebuilders, individuals and used vehicle retailers. About 80% of Copart's vehicle volume is supplied by auto insurance companies holding vehicles deemed a total loss. Copart also offers services such as vehicle transportation, storage, title transfer, and salvage value estimation. The company primarily operates on a consignment basis and collects fees based on the vehicle's final selling price.
www.copart.comNo one on the platform currently holds CPRT.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 580,500 | $19.3M |
| Bridgewater Associatesas of 2025-12-31 | 26,058 | $1.0M |
| Execution date | Ratio |
|---|---|
| 2023-08-22 | 2-for-1 |
| 2022-11-04 | 2-for-1 |
| 2017-04-11 | 2-for-1 |
| 2012-03-29 | 2-for-1 |
No one on the platform has traded CPRT yet.
| $49.6B |
| — |
| FFord Motor Company | $13.91 | -0.78% | $54.4B | — |
| FLUTFlutter Entertainment plc | $102.17 | -1.87% | $17.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 18.5× earnings vs its 32.7× historical median P/E.
Fair value ≈ $49.66 · price $28.19 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$CPRT $META $SPGI $ICE Sharing weight moats that are trading at steep discounts. This post is open to all: https://open.substack.com/pub/lextrading/p/the-moat-sale-high-conviction-giants?r=2bgp9u&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
View on StockTwits ↗$CPRT This is a balance sheet and hidden asset valuation argument focused on re-rating potential rather than operational acceleration alone. The thesis highlights that reported book value may significantly understate real economic value, particularly for land holdings recorded at historical cost. With recent Florida land transactions cited in the $300K–$1.6M per acre range, the implied mark-to-market value of 18–20k acres could be materially higher than balance sheet figures suggest. Combined with ~$4B in cash and ~$1.2B in annual free cash flow, the argument frames the stock as offering a mix of liquid assets, real estate optionality, and recurring cash generation that is not fully reflected in the current ~$28 share price.
View on StockTwits ↗$CPRT just stole 1000 shares at 28.06 from somebody and i hope i dont get arrested for grand larceny
View on StockTwits ↗$CPRT is going through one of the more notable drawdowns it has seen in decades, a rare stretch for a name that has historically been extremely steady in its long-term trend. What stands out in the current setup is not just price compression, but how management is responding - continuing to deploy capital into share repurchases during weakness, signaling confidence in the underlying business cycle rather than reacting defensively. These are the types of periods where sentiment and fundamentals temporarily diverge, especially in high-quality compounders that tend to mean-revert over longer time horizons. The key question now is whether this becomes a prolonged valuation reset or a slower-building re-accumulation phase as buybacks absorb supply.
View on StockTwits ↗Given yesterdays $CPRT news and looking at $RBA chart ... RBA might be finally ready to crush thru 120 after Q2 earnings. Cprt firing ceo tells me RBA is crushing it.
View on StockTwits ↗$CPRT you have to wonder how many insurance partners Copart lost or is at risk of losing. Seems like this is a bit of a panic to fire Liaw. These insurance partner deals seem like they run for several years or longer. If copart losing those sticky customers/partners and all the volume that goes with it ... why can't this go to 20?
View on StockTwits ↗@BustaCapital $CPRT shout it Fromm the rooftopsssss
View on StockTwits ↗$CPRT 30$ calls for july 17th/ August turnaround engage
View on StockTwits ↗$CPRT yes it does. it means near term results are bad and the market share losses to $RBA are real
View on StockTwits ↗$CPRT ceo change means absolutely nothing negative worth erasing 8% of the company value at almost 5 years low? If anything it should be a positive. Immensely undervalued
View on StockTwits ↗$CPRT loaded up here. CEO change may be positive, market selling it like a negative.
View on StockTwits ↗$CPRT good quality company at attractive price. Will probably go down further to P/E around 10. The market has decided no company should trade above PE 10 except for semis.
View on StockTwits ↗$CPRT Leadership change here, with Jeff Liaw stepping down and former long-term CEO Jay Adair returning to the role. What stands out is not just the management transition itself, but the historical context. During Adair’s previous tenure, the company delivered multi-decade compounding performance, which is why the market is likely reacting to this as more than a routine executive shift. From a trading perspective, this is less about immediate direction and more about how investors re-evaluate continuity, strategy consistency, and capital allocation discipline under familiar leadership. These types of CEO rotations often create short term volatility, but longer term perception shifts depend on whether fundamentals and execution remain aligned with prior cycles. Watching for how the market digests the change over the next few sessions.
View on StockTwits ↗$CPRT unbelievably undervalued and under the radar secular compounder. One of the vest bargains out there among the high quality companies
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.