Opendoor and Carvana operate similar business models, which makes this an interesting comparison for stock market investors.
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Parkev Tatevosian, CFAIndependent analyst profile- Source published
- 12 Sept 2025, 18:45 UTC
- Recorded by Tahlil Plus
- 18 May 2026, 20:23 UTC
AI-generated source summary
This video compares the fundamentals and projected performance of CVNA (Carvana) and OPEN (Opendoor) stocks. The presenter reviews revenue growth from 2017-2025 and operating margins from 2018-2025, noting Carvana's revenue is 16.3B, while Opendoor's is 5.2B, a decrease from its 15.6B high. The management is prudently reducing inventory because of the macroeconomic environment, in a slowing economy lower interest rates might increase housing market inventory. Opendoor has negative operating margins of -3.8%, as Carvana has positive operating margins of 9.2%. The return on invested capital shows Carvana performing better at 25.4% than OpenDoor at -10.7%.The intrinsic value is calculated as 2.79 for Opendoor, whose current price is 5.73; for Carvana, the intrinsic value is calculated to be $254.35, and its current market price is $365.73. The presenter concludes that if he has to pick, Carvana is the better stock.
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Parkev Tatevosian, CFA
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