The analysis points out that Carvana has transformed the car buying experience through its online model, achieving nearly $20.3 billion in revenue in fiscal year 2025, a year-over-year increase of approximately 48.6%, and a net profit of nearly $1.4 billion. Although Home Depot's revenue reached $164.7 billion in fiscal year 2025 with a net profit of nearly $14.2 billion, its growth rate was only 3.2%. Analysts believe that Home Depot is currently stagnant amid a sluggish housing market and consumers cutting back on large home improvement projects, while Carvana is undergoing a significant business transformation, having achieved strong growth and profitability for ten consecutive quarters, with a healthy balance sheet and gaining market share, thus offering greater long-term investment value.