There are impressive operating margins in auctioning salvage vehicles -- and technology is paving the way to even higher margins. Copart
Same-store sales, the key measure of any retailer's health, were up a strong 13%. Helping deliver that sales increase was the use of online auctions. Of the quarter's sales, 46% were to buyers outside the state where the vehicle is located (and one in five was sold outside the U.S.). All of this good news has sent the stock soaring, up over 18% today.
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Virtual auctions are a "1 + 1 = More than 2" proposition. Previously, buyers had to be at an auction to bid. Now they can bid from anywhere in the world. With more buyers able to participate, bidding should be stronger. Plus, these same buyers can bid at any Copart facility auction. That brings more qualified buyers to every location's auction.
Another reason to be excited about Copart's virtual marketplace is the 10% rise in registered buyers over the last year -- to 43,000. That's a lot of bid-clicking capability. And the balance sheet shows $200 million in cash and no debt. That's extremely clean and a neat trick for a company with 107 facilities in the U.S. and Canada.
The company's stock is valued at 25 times analyst estimates for this fiscal year (which runs through July 31, 2005). Analysts expected earnings to grow 17% this fiscal year and 12.5% next year. But, the impact of virtual auctions on sales and margins will probably drive analysts to raise estimates.
Competitor Insurance Auto Auctions
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Fool contributor W.D. Crotty does not own stock in the companies mentioned.