| Stage | CASY | % of rev | CVNA | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $5.7B | 100.00% | $8.0B | 100.00% | CVNA ×1.42 |
| Gross profit | $1.2B | 21.82% | $1.5B | 18.92% | CASY +2.9pp |
| Operating income | $369M | 6.50% | $714M | 8.88% | CVNA +2.4pp |
| Pre-tax income | $347M | 6.11% | $552M | 6.87% | CVNA +0.8pp |
| Net income | $274M | 4.82% | $483M | 6.01% | CVNA +1.2pp |
| Stage | CASY | CVNA | Gap · A − B |
|---|---|---|---|
| Revenue | $5.7B100.00% | $8.0B100.00% | CVNA ×1.42 |
| Gross profit | 21.82%$1.2B | 18.92%$1.5B | CASY +2.9pp |
| Operating income | 6.50%$369M | 8.88%$714M | CVNA +2.4pp |
| Pre-tax income | 6.11%$347M | 6.87%$552M | CVNA +0.8pp |
| Net income |
| 4.82%$274M |
| 6.01%$483M |
| CVNA +1.2pp |
None
No disclosed counterparties: CASY.