Carvana Co vs VF Corp — how do they compare? Carvana Co trades at $70.21 (market cap $50.41B), while VF Corp trades at $16.55 (market cap $6.54B). The key difference: Carvana Co is far larger — about 7.7× VF Corp's market cap, and VF Corp pays a 2.16% dividend while Carvana Co pays none. Which is the better fit depends on your goals.
| CVNA | VFC | |
|---|---|---|
Market Cap | $50.41B | $6.54B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $95.69 | $21.55 |
52-Week Low | $56.27 | $11.66 |
Enterprise Value | $53.06B | $10.69B |
Dividend Yield | — | 2.16% |
Signals from Pluang's Aura AI — not financial advice
Carvana (CVNA) trades at $65.02, down 1.23% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported strong revenue growth to $20.32 billion in 2025 and a net income of $1.41 billion, though it missed Q3 2025 EPS estimates. Recent corporate actions include stock splits, and cash flow from operations remains positive at $1.04 billion in 2025. Analyst consensus is a Buy with a $93.62 price target, indicating significant upside potential from current levels.
The outlook for CVNA is mixed; robust revenue growth and improving profitability support bullish sentiment, but high valuation ratios (P/E of 37.65) and technical bearishness pose risks. Investors should weigh the company's scaling efficiency and market share gains against debt levels and competitive pressures in the e-commerce auto sector. The stock's proximity to support at $64 suggests near-term volatility, but analyst targets imply confidence in long-term value.
VFC trades at $16.88, up 0.66% on the day, with mixed technical signals showing bearish moving averages but neutral oscillators. Recent earnings show volatility with Q1 2026 missing estimates after previous beats. Revenue declined to $9.50B in 2025 with a net loss of $189.72M, though 2026 projects a return to profitability. The company maintains a solid gross margin of 54.78% and reduced debt-to-asset ratio to 42.42% in 2025.
Outlook hinges on execution of turnaround efforts, particularly brand performance at Vans. Analyst consensus is mixed with a $19.33 price target suggesting 14.5% upside, but weak consumer spending and competitive pressures pose near-term risks. Cash flow improvement in 2026 projections and continued deleveraging provide potential catalysts if operational trends stabilize.
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 →VF designs, produces, and distributes branded apparel and accessories. Its largest apparel categories include action sports, outdoor, and workwear. Its portfolio of about a dozen brands includes Vans, The North Face, Timberland, Supreme, and Dickies. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. The company has grown through multiple acquisitions and traces its roots to 1899.
Read more on VFC →