Copart's stock rose over 7% in Sept. 10 after-hours trading after the company released fiscal fourth-quarter results and said it is buying nonsalvage auction firm ACV for about $1.9 billion in cash ($10.50 per share). The deal is targeted to close by the end of calendar 2026.
We see Copart’s wide moat as safe, given minimal competition and an excellent ability to provide a high-liquidity marketplace for buyers and sellers.
Copart’s moat could be weakened if RB Global meaningfully improves IAA following its 2023 acquisition, which may be occurring now.
|
Metric
|
CPRT
|
KMX
|
RBA
|
|---|---|---|---|
Price/Earnings (Normalized) | 17.61 | 15.68 | 19.52 |
Price/Book Value | 2.78 | 1.26 | 2.71 |
Price/Sales | 5.60 | 0.29 | 3.15 |
Price/Cash Flow | 14.41 | 2.83 | 13.04 |
|
Metric
|
CPRT
|
KMX
|
RBA
|
|---|---|---|---|
Quick Ratio | 7.60 | 0.18 | 1.01 |
Current Ratio | 7.91 | 2.33 | 1.31 |
Interest Coverage | — | −0.57 | 4.28 |
|
Metric
|
CPRT
|
KMX
|
RBA
|
|---|---|---|---|
Return on Assets (Normalized) | 14.85% | 1.90% | 6.36% |
Return on Equity (Normalized) | 16.28% | 8.17% | 14.11% |
Return on Invested Capital (Normalized) | 14.52% | −0.45% | 8.86% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Cintas Corp
CTAS
| LOCK|Wgp<WL@ | LOCK|x$ | $78B | |||
| RELX PLC
RLXXF
| — | LOCK|%^< | $58B | |||
| RELX PLC ADR
RELX
| LOCK|&!XFZ<% | LOCK|$^ | $58B | |||
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TRI
| LOCK|Bj@H#r% | LOCK|B>%nz | $43B | |||
| Global Payments Inc
GPN
| LOCK|K@?T<y? | LOCK|khWy# | $21B | |||
| RB Global Inc
RBA
| LOCK|QLyyld | LOCK|!<z!@ | $15B | |||
| Aramark
ARMK
| LOCK|Ngn!p# | LOCK|lC | $14B | |||
| UL Solutions Inc Class A common stock
ULS
| LOCK|%@#dySH | LOCK|W>?Ht | $13B | |||
| Rentokil Initial PLC ADR
RTO
| LOCK|%pft>! | LOCK|#&D>c | $10B |
United States