Carvana Co vs Shopify Inc. — how do they compare? Carvana Co trades at $72.35 (market cap $79.17B), while Shopify Inc. trades at $150.25 (market cap $196.35B). The key difference: Shopify Inc. is far larger — about 2.5× Carvana Co's market cap, and Shopify Inc. is trading nearer its 52-week high, Carvana Co nearer its low. Which is the better fit depends on your goals.
| CVNA | SHOP | |
|---|---|---|
Market Cap | $79.17B | $196.35B |
Sector | Consumer Cyclical | Technology |
52-Week High | $95.69 | $179.01 |
52-Week Low | $56.27 | $95.40 |
Enterprise Value | $81.65B | $191.59B |
Signals from Pluang's Aura AI — not financial advice
Carvana (CVNA) trades at $72.01, down 2.95% today, as investors digest recent earnings and guidance. The stock shows strong technical momentum with bullish moving averages, though RSI levels suggest potential overbought conditions. Fundamentally, CVNA delivered impressive Q2 2026 results with revenue up 52% to $7.38 billion and record retail unit growth of 38%, though full-year EBITDA guidance of $2.70–$3.0 billion disappointed some investors.
While Carvana demonstrates robust revenue growth and improving profitability, its premium valuation (P/E 38.1, EV/EBITDA 575.03) and execution risks warrant caution. The company's debt reduction from 89.99% to 41.12% debt-to-asset ratio since 2022 is positive, but competitive pressures and margin compression remain key concerns. Analyst consensus suggests 21% upside to the $87.18 price target.
Shopify (SHOP) trades at $149.19, down 3.86% over 24 hours, but maintains a bullish technical outlook with strong moving average signals. The company reported robust Q2 2026 earnings, beating EPS estimates with 30%+ GMV growth, while revenue reached $11.56 billion in 2025. Analyst sentiment is overwhelmingly positive, with 65.6% recommending Buy and a consensus price target of $166.39.
Outlook remains favorable driven by AI commerce integration and expanding payments, but high valuation multiples (P/E 103.11) pose risks if growth slows. Key supports include operational cash flow growth to $2.03 billion in 2025, though competition and macroeconomic pressures require monitoring for sustained upside.
Trailing returns across standard periods
Latest headlines on both assets
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →