How does CVNA's earnings trend compare to industry peers?

Carvana's (CVNA) earnings trend differs significantly from its industry peers, with the company's net income and revenue falling below those of its competitors, while its diluted EPS stands out as the highest among the group. Here's a detailed comparison:

1. **Net Income**:
- Carvana (CVNA) reported a net income of $159 million for the most recent quarter ending in December 2024.
- In comparison, Walgreens Boots Alliance (WMT) reported a net income of $5.43 billion, Kohl's (KSS) reported $48 million, Bed Bath & Beyond (BBY) reported $117 million, and Tesla (TSLA) reported $2.33 billion.

|code|Ticker|Name|Date|Total Revenue|Net Income|Diluted EPS|market_code|
|---|---|---|---|---|---|---|---|
|WMT|WMT.N|Walmart|2024 Q1|1.52301E11|1.896E9|0.21|169|
|CVNA|CVNA.N|Carvana|2024 Q1|3.061E9|4.9E7|0.23|169|
|TSLA|TSLA.O|Tesla|2024 Q1|2.1301E10|1.144E9|0.34|185|
|KSS|KSS.N|Kohl'S|2024 Q1|3.571E9|1.4E7|0.13|169|
|WMT|WMT.N|Walmart|2024 Q2|1.61632E11|8.053E9|0.97|169|
|CVNA|CVNA.N|Carvana|2024 Q2|3.41E9|4.8E7|0.14|169|
|TSLA|TSLA.O|Tesla|2024 Q2|2.55E10|1.494E9|0.42|185|
|KSS|KSS.N|Kohl'S|2024 Q2|3.895E9|5.8E7|0.52|169|
|WMT|WMT.N|Walmart|2024 Q3|1.60804E11|6.43E8|0.06|169|
|CVNA|CVNA.N|Carvana|2024 Q3|3.655E9|1.48E8|0.64|169|

2. **Total Revenue**:
- Carvana (CVNA) reported total revenue of $3.55 billion for the same quarter.
- Walgreens Boots Alliance (WMT) reported the highest revenue at $180.55 billion, followed by Tesla (TSLA) with $25.71 billion, Kohl's (KSS) with $5.4 billion, and Bed Bath & Beyond (BBY) with $13.95 billion.
3. **Diluted EPS**:
- Carvana (CVNA) reported a diluted EPS of $0.54 for the most recent quarter ending in February 2025.
- While the diluted EPS for Carvana is higher than that of Kohl's (KSS) at $0.43, it is lower than Walgreens Boots Alliance (WMT) and Tesla (TSLA) at $0.65 and $0.66, respectively. Bed Bath & Beyond (BBY) reported the lowest diluted EPS at $0.54.
4. **Conclusion**:
- Carvana's net income and revenue are notably lower than its industry peers, with the exception of Bed Bath & Beyond, which has similar net income to Carvana. However, Carvana's diluted EPS is higher than that of Kohl's and comparable to Walgreens Boots Alliance and Bed Bath & Beyond.
- This suggests that Carvana may be more profitable relative to its revenue compared to some of its competitors, but its overall revenue and net income are still lower, indicating potential challenges or opportunities for growth.

The data indicates that while Carvana has a strong EPS, its lower revenue and net income compared to some industry peers may raise concerns about its overall financial performance and sustainability.