Carvana Co vs PulteGroup, Inc. — how do they compare? Carvana Co trades at $71.99 (market cap $81.54B), while PulteGroup, Inc. trades at $132.77 (market cap $24.77B). The key difference: Carvana Co is far larger — about 3.3× PulteGroup, Inc.'s market cap, and PulteGroup, Inc. pays a 0.8% dividend while Carvana Co pays none. Which is the better fit depends on your goals.
| CVNA | PHM | |
|---|---|---|
Market Cap | $81.54B | $24.77B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $95.69 | $142.56 |
52-Week Low | $56.27 | $110.11 |
Enterprise Value | $84.03B | $25.19B |
Dividend Yield | — | 0.8% |
Signals from Pluang's Aura AI — not financial advice
Carvana (CVNA) trades at $70.85, up 3.73% today, with a bullish technical signal and strong earnings beats in recent quarters. Revenue surged 52% year-over-year in Q2 2026 to $7.38 billion, driven by record retail unit growth, though profit margins face pressure. The stock is near its consensus price target of $87.18, with analyst sentiment split between Buy and Hold ratings.
Outlook remains positive due to aggressive scaling and AI-driven cost efficiencies, but risks include high debt levels and competitive threats. Investors should weigh robust growth against valuation concerns, with the current P/E of 37.5 reflecting high expectations. Near-term performance hinges on execution of margin improvement goals.
PulteGroup (PHM) trades at $132.90, up 2.59% today, with a bullish technical signal and support near $131. The stock shows solid fundamentals with a P/E of 13.58 and net income margin of 11.62%, though recent quarters saw mixed earnings results. The company expanded into Northwest Florida and reported a Q2 2026 EPS beat, while cash flow trends remain positive.
Outlook is cautiously optimistic with a consensus price target of $137.20 offering modest upside. Risks include housing market pressure and margin declines, but strong institutional interest and a moderate buy rating suggest resilience. The stock presents a value opportunity amid industry headwinds.
Trailing returns across standard periods
Carvana Co is an e-commerce platform for buying and selling used cars. The company derives revenue from used vehicle sales, wholesale vehicle sales and other sales and revenues. The other sales and revenues include sales of loans originated and sold in securitization transactions or to financing partners, commissions received on VSCs and sales of GAP waiver coverage.
Read more on CVNA →PulteGroup Inc is one of the largest homebuilders in the United States, operating in 40 markets across 23 states. The company mainly builds single-family detached homes (85% of unit sales) and offers products to entry-level, move-up, and active-adult buyers. PulteGroup offers homebuyers mortgage financing and title agency services through its financial services segment. The company is headquartered in Atlanta.
Read more on PHM →