Feed / ACVA

ACV Auctions Inc.

ACVA

Consumer Cyclical · 10.42 +44.2% today

Isolated · not yet confirmedMarket checked 11 Sept, 16:10 GMT-4

Market read

ACV Auctions Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Company+44.2% todayVolume comparison unavailable
Market group0 of 9 activeConsumer Growth · unavailable
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
  • ACVA's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if ACVA's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Auto & Truck Dealerships

No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • ACVA's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods7
Price observations320
Usable filing statements118
Verified relationships5
Evidence supporting the case
  • Latest annual revenue changed +19.2% year over year.
  • Operating margin changed +4.9 percentage points in the latest annual period.
  • Net margin changed +3.8 percentage points in the latest annual period.
Evidence challenging the case
  • Diluted shares increased 3.5% in the latest annual period.
Questions before a position
  • EV/sales is 96% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

10.41
6m+112.9%12m-10.9%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$358.4M+72.0%$-0.62
2022-12-31$421.5M+17.6%$-0.65+25.3%
2023-12-31$481.2M+14.2%$-0.47+1.9%
2024-12-31$637.2M+32.4%$-0.48+3.1%
2025-12-31$759.6M+19.2%$-0.39+3.5%

What management says matters

Persistent and emerging business drivers

Credit and interest ratespositive · 3 filings
The carrying values of the Company's revolving credit facility and revolving warehouse facility were determined to approximate their fair values due to their duration and variable interest rates that approximate prevailing interest rates as of each reporting…
10-Q · May 6, 2026
Demand and volumemixed · 1 filings
Since early 2020 demand for cars has outpaced supply, which was impacted by global vehicle production challenges, and during this period, new car supply had a significant impact on the volume of wholesale vehicles available within our marketplace.
10-Q · May 6, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.3× · EV/sales 2.0×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

10.42+44.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 16:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ACVA. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ACVA. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ACVA

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AMZNAmazon.com, Inc.supplierFeb 23, 2026

Problems faced by our third-party providers, including web-hosting providers including Amazon Web Services and Google Cloud, could inhibit the functionality of our marketplace platform.

FDXFedEx CorporationsupplierFeb 23, 2026

For example, we rely on FedEx to ship and deliver titles in connection with vehicle sales through our marketplace, and the disruption to FedEx’s service as a result of a natural disaster could have an adverse effect on our business, results of operations and…

Depended on by

OPLNOPENLANE, Inc.competitorFeb 18, 2026

Our principal sources of competition primarily come from: (i) large, established competitors (e.g., Manheim, ADESA U.S.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ACVA is currently a Participant in the organic co-movement group Consumer Growth. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ACVA; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.