Copart (CPRT)
NASDAQIndustrialsSpecialty Business ServicesSnapshot 2026-07-07
$29.27+0.10%
Close 2026-07-07 · 1-day change
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Copart keeps stable revenue near $1.24 billion per quarter. Operating income grows from $426 million to $464 million. The company trades cheap with a PE of 18 versus peers at 29. New leadership is a risk but management is stable.
Revenue growth is weak and volatile with a recent 3.6% dip. CEO transition may hurt execution. Profit margins could compress if costs rise or demand softens.
The price is about 27% below our fair value near $40. Analysts expect 4% revenue growth. Our view is aligned but cautious on margin and leadership risks.
Breaks if: significant negative news on CEO transition or guidance cuts
Breaks if: operating income falls below $426 million
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Management aims to grow operating income through operational efficiencies and revenue growth.
Stated as a priority in 6 of last 6 quarters. Operating income increased from $426 million in 2025-Q2 to $464 million in 2026-Q3, despite a dip in 2026-Q2. The trajectory shows overall growth in operating income, aligning with management's stated goal.
“Operating income was $464 million, a 2.8% increase from prior year”
“Operating income was $389 million, down 8.8% year-over-year”
“Operating income was $431 million, up 6.0% year-over-year”
“Operating income was $413 million, up 14.8% year-over-year”
“Operating income was $452 million, up 3.3% year-over-year”
“Operating income was $426 million, up 12.2% year-over-year”
Breaks if: quarterly revenue falls below $1.16 billion
Focus on sustaining consistent revenue levels across quarters and years despite market fluctuations.
Stated as a priority in 6 of last 6 quarters. Revenue showed modest growth from $1.16 billion in 2025-Q2 to $1.24 billion in 2026-Q3, with some quarterly fluctuations including a 3.6% dip in 2026-Q2. The trajectory is delivering stable revenue overall, consistent with management's stated focus.
“Revenue for the three months ended April 30, 2026 was $1.2 billion, an increase of 2.1%”
“Revenue for the three months ended January 31, 2026 was $1.1 billion, a decrease of 3.6%”
“Revenue for the three months ended October 31, 2025 was $1.16 billion, an increase of 0.7%”
“Revenue for the three months ended July 31, 2025 was $1.1 billion, an increase of 5.2%”
“Revenue for the three months ended April 30, 2025 was $1.2 billion, an increase of 7.5%”
“Revenue for the three months ended January 31, 2025 was $1.16 billion, an increase of 14.0%”