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Cars.com Inc.
🏹 Trader: 🎯 Near 52W High View all →
$720M
Market Cap
38.1
P/E
0.64
PEG
3.9%
ROCE
4.1%
ROE
0.99
D/E
8.4%
OPM
-13.8%
% from 52W High
65
α RS
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🌏 Global Investor Returns
Currency-adjusted total returns for CARS including FX impact
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📈 Price History
Ratio Health
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By Category
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About

Cars.com Inc., an audience-driven technology company, provides solutions for the automotive industry in the United States. The company offers marketplace through Cars.com that allows OEMs and dealers to merchandise their inventory, as well as provides reputation management technology and digital financing tools. It also operates dealer websites to transform automotive retail processes; and trade and appraisal product, including AccuTrade, which uses demand data and diagnostic scans to determine the right trade-in offer for every VIN in minutes. In addition, the company offers media solution, such as Cars Social, allows dealers to target and serve native advertisements displaying real-time inventory to in-market car shoppers on Facebook, Instagram, and other social media platform; VIN Performance Media, a machine-learning for media campaign, including audience targeting, real-time inventory, and ad placement across search, social, and display; In-Market Video, provides OEMs and dealers to pinpoint serious, ready-to-buy shoppers geographically; and proprietary in-market media solutions. The company serves local dealers, OEMs, dealer groups, and auto-adjacent companies. Cars.com Inc. was founded in 1998 and is headquartered in Chicago, Illinois.

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📈 Growth Pattern
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⭐ Superinvestors Holding CARS
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 580.2K $4.7M 0.01% Mar 2026
Steve Cohen Point72 Asset Management 148.7K $1.2M 0.00% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-06
Q2 2026 saw revenue and profitability growth, led by a 7% increase in marketplace revenue and record ARPD. Adjusted EBITDA margin reached 29.4%, with strong free cash flow and significant share buybacks. Guidance for 2026 is reaffirmed, with continued focus on product innovation and operational efficiency.
Q1 2026 Q1 2026 2026-05-07
Q1 2026 saw revenue and EBITDA at the high end of guidance, with strong free cash flow and cost savings initiatives. Dealer revenue and Marketplace performance were robust, while OEM revenue faced headwinds. Full-year guidance for revenue and margins was reaffirmed.
Q4 2025 Q4 2025 2026-02-26
2025 saw modest revenue growth and stable profitability, with dealer revenue and marketplace products driving performance despite OEM/national revenue headwinds. The company is prioritizing integration, operational efficiency, and AI-driven product innovation, with 2026 guidance calling for flat to slight revenue growth and continued strong cash flow.
Q3 2025 Q3 2025 2025-11-06
Record Q3 revenue and dealer growth were driven by Marketplace and AI-powered innovations, offsetting OEM revenue declines. Adjusted EBITDA margin reached 30.1%, with strong cash flow supporting share buybacks. Guidance reaffirms low single-digit revenue growth and margin expansion.
Q2 2025 Q2 2025 2025-08-07
Q2 2025 saw flat revenue year-over-year, strong dealer growth, and robust adoption of AI and solutions products. Adjusted EBITDA margin reached 28.5%, and the share buyback target was raised to $70–$90 million. Sequential growth in ARPD and dealer count is expected for the rest of 2025.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

⚠️ Important Disclaimers — Please read without fail.

Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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