ACV Auctions Stock vs Competition: Who Wins?
ACV Auctions’ (ACVA) stock has significantly underperformed its peers over the past year [cite: data provided], but how does it truly stack against competitors in the rapidly evolving digital automotive marketplace driven by AI innovation? A closer look reveals robust revenue growth [cite: data provided] but persistent operating losses [cite: data provided, 4, 10] and a negative P/E [cite: data provided, 10]. However, a strong free cash flow margin [cite: data provided] suggests operational efficiency, offering a nuanced view amidst tempered market outlooks and the company’s clear path to profitability.
- ACVA’s -9.7% operating margin, lowest among peers (AN 4.6%), reflects investment in its digital platform and expansion, hindering current profitability.
- ACVA’s 23.4% revenue growth, outpacing peers, shows successful digital platform adoption and market share gains in a transforming auto auction industry.
- ACVA’s 68.7% stock drop (PE -15.0), underperforming peers, signals investor concern over missed earnings and long-term profitability amidst growth.
Here’s how ACV Auctions stacks up across size, valuation, and profitability versus key peers.
| ACVA | AN | MUSA | GPI | |
|---|---|---|---|---|
| Market Cap ($ Bil) | 1.1 | 7.4 | 7.1 | 5.0 |
| Revenue ($ Bil) | 0.7 | 27.9 | 19.5 | 22.5 |
| PE Ratio | -15.0 | 11.2 | 14.5 | 13.3 |
| LTM Revenue Growth | 23.4% | 6.1% | -8.0% | 19.4% |
| LTM Operating Margin | -9.7% | 4.6% | 3.8% | 4.4% |
| LTM FCF Margin | 6.2% | -0.6% | 1.9% | 2.2% |
| 12M Market Return | -68.7% | 17.8% | -30.7% | -5.7% |
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Revenue Growth Comparison
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| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| ACVA | 23.4% | 32.4% | 14.2% | 17.6% |
| AN | 6.1% | -0.7% | -0.1% | 4.4% |
| MUSA | -8.0% | -6.0% | -8.2% | 35.1% |
| GPI | 19.4% | 11.5% | 10.2% | 20.3% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| ACVA | -9.7% | -13.2% | -18.6% | -25.2% |
| AN | 4.6% | 4.6% | 6.0% | 7.4% |
| MUSA | 3.8% | 3.7% | 3.8% | 4.1% |
| GPI | 4.4% | 4.8% | 5.6% | 6.7% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| ACVA | -15.0 | -44.7 | -32.2 | -12.6 |
| AN | 11.2 | 9.9 | 6.6 | 4.4 |
| MUSA | 14.5 | 20.5 | 13.8 | 9.8 |
| GPI | 13.3 | 11.2 | 6.9 | 3.7 |
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