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Carvana vs Lithia Motors: revenue, profit, margins and growth compared

Carvana brought in $20.3B of revenue in fiscal 2025, Lithia Motors $37.6B in fiscal 2025. Revenue changed by +48.6% at Carvana and +4.0% at Lithia Motors on the year before, so Carvana grew faster. Carvana kept 6.9% of its revenue as net profit, Lithia Motors 2.2%. Free cash flow was $889M at Carvana and $5.8M at Lithia Motors.

Side by side, latest fiscal year

CVNALAD
Fiscal year endedFY2025 (December 31, 2025)FY2025 (December 31, 2025)
Revenue$20.3B$37.6B
Revenue growth+48.6%+4.0%
Net income$1.4B$819.6M
Net margin6.9%2.2%
Free cash flow$889M$5.8M
Free cash flow margin4.4%0.0%
Earnings per share (diluted)$8.45$32.32
Cash$2.3B$391.3M
Debt$4.9B$9.8B
Price to earnings7.79.8
Market value$71.6B$7B
Dividend yieldn/a0.69%
Rank by revenue in sector#59 of 778 · Consumer discretionary#26 of 778 · Consumer discretionary

Over the years

Revenue
CVNA FY2018: $2BCVNA FY2019: $3.9BCVNA FY2020: $5.6BCVNA FY2021: $12.8BCVNA FY2022: $13.6BCVNA FY2023: $10.8BCVNA FY2024: $13.7BCVNA FY2025: $20.3BLAD FY2018: $11.8BLAD FY2019: $12.7BLAD FY2020: $13.1BLAD FY2021: $22.8BLAD FY2022: $28.2BLAD FY2023: $31BLAD FY2024: $36.2BLAD FY2025: $37.6BFY18FY19FY20FY21FY22FY23FY24FY25
CVNA $20.3BLAD $37.6B
Net income
CVNA FY2018: -$55.5MCVNA FY2019: -$115MCVNA FY2020: -$171MCVNA FY2021: -$135MCVNA FY2022: -$1.6BCVNA FY2023: $450MCVNA FY2024: $210MCVNA FY2025: $1.4BLAD FY2018: $265.7MLAD FY2019: $271.5MLAD FY2020: $470.3MLAD FY2021: $1.1BLAD FY2022: $1.3BLAD FY2023: $1BLAD FY2024: $796.7MLAD FY2025: $819.6MFY18FY19FY20FY21FY22FY23FY24FY25
CVNA $1.4BLAD $819.6M
Net margin
CVNA FY2018: -2.8%CVNA FY2019: -2.9%CVNA FY2020: -3.1%CVNA FY2021: -1.1%CVNA FY2022: -11.7%CVNA FY2023: 4.2%CVNA FY2024: 1.5%CVNA FY2025: 6.9%LAD FY2018: 2.2%LAD FY2019: 2.1%LAD FY2020: 3.6%LAD FY2021: 4.6%LAD FY2022: 4.4%LAD FY2023: 3.2%LAD FY2024: 2.2%LAD FY2025: 2.2%FY18FY19FY20FY21FY22FY23FY24FY25
CVNA 6.9%LAD 2.2%
Revenue growth
CVNA FY2019: +101.5%CVNA FY2020: +41.8%CVNA FY2021: +129.4%CVNA FY2022: +6.2%CVNA FY2023: -20.8%CVNA FY2024: +26.9%CVNA FY2025: +48.6%LAD FY2019: +7.2%LAD FY2020: +3.6%LAD FY2021: +73.9%LAD FY2022: +23.5%LAD FY2023: +10.1%LAD FY2024: +16.6%LAD FY2025: +4.0%FY19FY20FY21FY22FY23FY24FY25
CVNA +48.6%LAD +4.0%
Free cash flow
CVNA FY2018: -$558MCVNA FY2019: -$988MCVNA FY2020: -$968MCVNA FY2021: -$3.2BCVNA FY2022: -$1.8BCVNA FY2023: $716MCVNA FY2024: $827MCVNA FY2025: $889MLAD FY2018: $361.7MLAD FY2019: $399.6MLAD FY2020: $376.8MLAD FY2021: $1.5BLAD FY2022: -$913.2MLAD FY2023: -$702.6MLAD FY2024: $73.7MLAD FY2025: $5.8MFY18FY19FY20FY21FY22FY23FY24FY25
CVNA $889MLAD $5.8M

Fiscal years as each company reports them; the two may end in different months.

Questions about Carvana and Lithia Motors

Which is bigger by revenue, Carvana or Lithia Motors?

Lithia Motors is bigger by revenue: $37.6B in fiscal 2025, against $20.3B for Carvana in fiscal 2025.

Which keeps more of its revenue as profit, Carvana or Lithia Motors?

Carvana had a net margin of 6.9% in fiscal 2025; Lithia Motors had 2.2% in fiscal 2025.

Which grew revenue faster, Carvana or Lithia Motors?

In their latest fiscal years revenue changed by +48.6% at Carvana and +4.0% at Lithia Motors.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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