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CPRT Copart, Inc. - Fundamental Analysis

BULLISH
CPRT Stock | Fundamental Analysis & Investment Insights
NASDAQ Industrials Specialty Business Services
Current Price
$41.08
Analyst Target
$53.33
+29.8% Upside
52W High
$64.38
52W Low
$39.58

AI Analysis

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Confidence Score
88%
Analysis Accuracy
Copart (CPRT) presents a compelling investment opportunity despite near-term price weakness, with strong profitability, robust earnings growth, and a favorable valuation relative to high-quality peers. The company's 33.4% profit margin and 36.7% operating margin are exceptional in the Industrials sector, significantly outpacing sector averages. While 1-year returns are deeply negative (-28.4%), the stock trades below a $53.33 analyst target, implying ~30% upside, and exhibits accelerating earnings growth (24.2% YoY) amid disciplined capital structure. Notably, insider selling introduces caution, but strong fundamentals and sector-relative resilience support a bullish stance.

Key Strengths

Exceptional profitability: 33.41% net margin vs. sector avg 12.61%
Industry-leading operating efficiency: 36.67% operating margin, among the highest in Industrials
Strong ROE of 18.48% despite low leverage, indicating high asset productivity
Minimal leverage with Debt/Equity of 0.01, providing strategic flexibility
Robust earnings growth: 24.2% YoY and 22.9% Q/Q, outpacing revenue growth

Key Risks

Recent insider selling: $13.09M in sales by executives over last 6 months
Valuation remains elevated at 25.8x P/E despite premium profitability
Revenue growth lags peers at 5.2% YoY vs. sector avg 6.25%
Most recent Q/Q EPS declined -2.4%, signaling potential near-term softness
Limited data transparency: Missing EV, cash, shares outstanding, and FCF metrics
AI Fair Value Estimate
Based on comprehensive analysis
$53.33
+29.8% above current price

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