COPART INC CPRT

Copart is down over 50% from highs to $28, yet has a strong balance sheet and unique business model with insurance-related real estate and software.

Analyst's reasoning:Copart works with insurance companies and owns unique real estate and proprietary software. The stock fell from $62 to $28, a drop of over 50%, despite a solid moat and balance sheet. The KOL finds the business fascinating and expects long-term growth.

JC

Joseph Carlson After HoursANALYST

“9 Best Stocks To Buy In July”

Jul 6, 2026

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CPRT looks like a high-margin fee collector with strong cash and assets, but at ~P/E 20 after the ~50% drawdown and given cyclical pressure from used-car price and gross-profit/revenue declines (with recession likely worsening it), I’m still viewing it as too expensive without clear margin-of-safety upside.

Analyst's reasoning:Even after a roughly 50% decline, CPRT's ~20x P/E offers no clear margin of safety given declining used-vehicle prices and gross-profit compression, with recession risk likely worsening the cyclical headwind before any recovery materializes.

VI

Value Investing with Sven Carlin, Ph.D.ANALYST

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Apr 5, 2026

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