ACV Auctions, Inc. (ACVA)
NYSEConsumer DiscretionaryAuto - DealershipsSnapshot 2026-10-30
$10.500.00%
Close 2026-10-16 · 1-day change
NYSEConsumer DiscretionaryAuto - DealershipsSnapshot 2026-10-30
Research Workspace
Put ACVA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
The reason to own it still holds.
View ThesisRevenue growth is slowing — up about 13% over the past year and decelerating.
View GrowthManagement screens weak on capital allocation, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 193% growth a year, above the roughly 15% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 57% in its worst 12-month stretch.
View RiskACV Auctions no longer offers an independent public-equity thesis after Copart completed its acquisition. Copart paid $10.50 per share, and ACV shares ceased trading on the NYSE. Before the acquisition, revenue grew 10% year over year, and Q2 FY2026 non-GAAP earnings beat consensus. ACVA traded at 2.2× sales versus a 0.8× peer median and 1.7× its historical multiple. The market priced in more growth than our forecast, leaving valuation exposed to premium compression. Our model put the next-quarter miss probability at 32%. Peer multiples imply a price about 12% below where it trades; this read is provisional.
Trailing returns as of 2026-10-16. ACVA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering ACVA (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare ACVA with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
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| ACVA Selected company | Graph | Compare | Trend | Review | |
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Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automotive Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put ACVA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Complete merger with Copart to expand remarketing platform
Reported completion would fulfill the merger objective and crystallize shareholder value at $10.50 per share.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-16. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Maintain disciplined capital allocation with share repurchase program
Large buyback authorization aligns with capital allocation discipline.
Acquisition enhances market position and revenue potential.
Market reaction indicates positive sentiment towards ACV's growth prospects.
Advances: Increase revenue by 10% to 13% year over year in 2026
Record revenue and EBITDA growth supports management's growth objectives.
Takeover interest could enhance growth opportunities.
Potential sale exploration could enhance capital allocation strategy.
Threatens: Reaffirm 2026 revenue guidance of $845M to $855M
Softer guidance impacts revenue expectations.