Investor Presentaiton
Cazoo's valuation is attractive on a growth-adjusted basis
1.8 x
11.2 x
2022F
4.1 x
2.4 x
EV / Revenue
CAZOO
CARVANA
2.0 x
24.1 x
13.1 x
4.9 x
2.3 x
1.0 x
vroom
High Growth Internet¹
Inv. Carrying E-Comm.2
15.9 x
56.5 x
14.0 x
50.9 x
35.8 x
2022F
EV / GP
25.8 x
31.8 x
10.8 x
15.4 x
6.5 x
0.9 x
8.2 x
1.4 x
19.6 x
11.3 x
2023F
EV / Revenue
3.4 x
1.9 x
1.3 x
3.0 x
0.7 x
6.3 x
39.0 x
2023F
EV / GP
17.8 x
12.6 x
Growth Adj. Multiple (3)
8.7 x
35.5 x
31.0 x
10.7 x
5.6 x
6.7 x
Note: These forward-looking projections are for illustrative purposes and should not be relied upon as being necessarily indicative of future results. Source: Company Information, CapitalIQ and IBES Consensus Estimates;
Market data as of 19-Mar-2021. Note: Aggregate values based on medians. (1) Includes CarGurus, Etsy, MercadoLibre, The Realreal, Shopify, Zillow, and Amazon. [2] Includes Chewy, Revolve, Stitch Fix, Wayfair, Zalando,
ASOS, Boohoo, Ocado. (3) Calculated as Multiple divided by 21E-23E growth multiplied by 100.
CAZOO Investor Presentation - March 2021
41View entire presentation