ACV Auctions: Strong Liquidity, AI-Driven Profit In An Uncertain World

  • ACV Auctions is a buy due to its asset-light model, strong Q1 2025 results, and resilient non-discretionary demand. Q1 2025 revenue grew 25% year-over-year, with robust marketplace and service growth and solid EBITDA margins driven by cost discipline. Valuation supports upside: forward P/E of 75x and $0.221 EPS yield an intrinsic value of $16.58, with potential upside to $20.63.