CRMT Stock Analysis: America's Car-Mart, Inc.

One-Sentence Summary of Key Findings

America's Car-Mart (CRMT), a niche buy-here-pay-here used vehicle retailer serving credit-challenged customers, is experiencing severe financial distress with massive losses, a ~95% stock price collapse from its 52-week high, ongoing capital restructuring, and a going-concern warning, offset by limited analyst coverage pointing to potential upside from current depressed levels.[[1]](https://www.marketwatch.com/investing/stock/crmt)[[2]](https://finance.yahoo.com/quote/CRMT/)

Current Stock Price

Fact: As of market data on July 14, 2026 (highly volatile intraday), the stock traded around $3.00–$4.13, with examples including closes near $3.02, opens at $2.94, and swings such as +36.76% to $4.13 or -6.79% moves.[[2]](https://finance.yahoo.com/quote/CRMT/)[[2]](https://finance.yahoo.com/quote/CRMT/)

Limitation: Stock exhibits extreme volatility; prices fluctuate rapidly and real-time quotes from different platforms vary slightly due to timing and sources. Data is snapshot-based and not suitable for trading decisions.

Yahoo Finance Quote | Company IR Stock Info

Stock Performance and Company Financials

Stock Performance (Facts)

Interpretation: The dramatic decline reflects operational challenges, revenue contraction, and financing difficulties rather than broad market trends.

Key Financials (TTM / Recent Quarters - Facts)

MetricValueNotes
Revenue (TTM)$1.34 BillionDown YoY in recent quarters (e.g., Q1 CY2026: $302.8M vs. est. $340M, -17.9% YoY)
Net Income (TTM)-$94.32 MillionProfit Margin: -7.02%
EPS (TTM)-$11.28Recent Q4/FY2026: Large losses reported (~$139M+ mentioned in news)
Operating Margin (TTM)-4.25%Q1 example: -1.2%
Total Debt (mrq)~$952 MillionDebt/Equity: 198.45%
Cash (mrq, incl. restricted)~$118M–$237MLiquidity focus in restructuring
ROE (TTM)-18.16%ROA: 0.86%

Recent Q3 FY2026 Highlights (ended Jan 31, 2026): Retail units sold down 22.1% to 10,275; revenue $286.8M (-12%); gross profit/unit up 8.8% to $7,762; net charge-offs 6.5%; loss per share $9.25 (adjusted $1.53). Store count reduced to 136 via consolidations.[[3]](https://ir.car-mart.com/financials/quarterly-results/default.aspx)

Interpretation: Declining volumes tied to capital constraints and store reductions; improving per-unit metrics show some operational discipline amid headwinds.

Uncertainty: Q4/FY2026 results (reported July 14, 2026) highlight going-concern risk and strategic review; future performance depends on securing additional financing (e.g., warehouse facility or new ABS).

Limitation/Assumption: Financials are TTM or specific quarterly reports as of early-mid 2026; full FY2026 details emerging; high debt levels and securitizations are key assumptions in liquidity projections. No dividend (yield 0%).

Yahoo Key Statistics | Company Quarterly Results | Yahoo Financials

Analyst Ratings

Fact: Limited coverage (typically 2–4 analysts). Consensus leans Hold/Outperform. Average 12-month price target ~$12 (range $10–$14; some older/higher estimates up to $29.50 or $45).[[4]](https://www.marketbeat.com/stocks/NASDAQ/CRMT/forecast/)[[5]](https://www.marketscreener.com/quote/stock/AMERICA-S-CAR-MART-INC-8902/consensus/)

Analyst/FirmRatingTargetDate/Notes
JefferiesHold$14 (lowered from $29)March 2026
Consensus (2 analysts)Hold / Outperform mix$12 avgRecent

Interpretation: Targets imply substantial upside (~3–4x from ~$3 levels) but reflect high uncertainty; low coverage typical for small/distressed names.

Uncertainty: Ratings can change rapidly with earnings and financing news; not investment advice.

Limitation: Sparse analyst following; targets may not fully incorporate latest Q4 loss or going-concern disclosures.

Yahoo Analyst Info | MarketBeat Forecasts

Customers and Competitors

Customers (Facts)

Interpretation: Strong underlying demand noted by management, but constrained by inventory/credit availability.

Competitors

Fact: Operates in Auto & Truck Dealerships industry; unique focus on integrated sales + subprime financing differentiates it.[[2]](https://finance.yahoo.com/quote/CRMT/)

CompetitorTickerFocus/NotesMarket Cap (approx.)
CarMaxKMXLarge used car retailer (more traditional financing)Large-cap
Sonic AutomotiveSAHMulti-brand dealerships~$2.9B
Asbury AutomotiveABGFranchised dealers~$4B
Group 1 AutomotiveGPIAuto dealership group~$3.5B
Rush EnterprisesRUSHA/RUSHBCommercial trucks/dealerships~$5.9B
Credit AcceptanceCACCSubprime auto financing (similar customer segment)

Interpretation: Direct BHPH peers are often private/smaller; public comparables are larger traditional dealers or pure financiers.

Limitation: Competitor list is illustrative; exact market share data limited in public sources.

Company Website | Yahoo Profile

Company Overview & History (Facts)

Company IR Overview

Recent News & Additional Links

Yahoo News | Company Investor Relations | SEC Filings (EDGAR)

Overall Data Limitations: All information current as of July 14, 2026 crawls/searches. Financials and prices are reported figures or aggregates; forward-looking statements involve uncertainties (e.g., financing success, economic conditions affecting subprime borrowers). This is not financial advice; consult professionals and primary sources. Stock is high-risk given leverage, losses, and volatility.