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ACV Auctions Inc. (ACVA) stock

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NYSE: ACVA NYSE Data Processing & Outsourced Services Next results ~November 4, 2026

D Fundamentals grade

ACV Auctions Inc. is a US-listed company in the data processing & outsourced services industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$4.7

Valuation models combined (2)

Base case. Range ~$3.8–$6.4. Weighted average of 2 models (growth cash-flow model, revenue-to-maturity model), the growth cash-flow model counting double.

Price vs value

No Buy/Hold/Sell rating is issued: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

ACV Auctions Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders5 buying, 1 selling9 purchases and 3 sales by directors and officers, last 12 monthsInsider trades
  • Funds148 adding, 126 cuttingOf 56 active managers that changed their stake, 22 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter ACV Auctions files

Where ACV Auctions stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $801m, up 13.3% on a year earlier, slower than the 15.9% growth a quarter earlier. Free-cash-flow margin fell to 3.6% from 13.1% a year earlier. Operating margin widened to -7.1% from -9.1%. The diluted share count is up 2.5% on a year earlier, which dilutes existing holders. It passes 2 of our 3 financial-health checks. Our valuation models combined value is $4.65 a share.

Source: 10-Q filed August 10, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 4, 2026 (estimated)

ACV Auctions Inc.'s trailing-twelve-month revenue grew 13.3% year on year, with a free-cash-flow margin of 3.6%. Where it stands out: revenue growth of 13.3% ranks 2 of 11 data processing & outsourced services companies we cover. Where it lags: change in share count of 2.5% ranks 10 of 10 data processing & outsourced services companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow fell 68.5% while net income grew 1.8%: a 70pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Net cash. Cash exceeds long-term debt by $0.2bn.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Results due soon. Results are expected around 4 November; the share price can move sharply on the day.
  • Loss-making. Operating margin is -7.1%: costs exceed revenue.
  • Share dilution. Diluted shares rose 2.5% in a year.
  • Growth easing. The growth rate is 2.6 points lower than a quarter earlier.
  • Below peers: days sales outstanding. Days sales outstanding of 98 days ranks 9 of 9 data processing & outsourced services companies we cover (median 71 days).
  • Below peers: stock pay as % of revenue. Stock pay as % of revenue of 7.4% ranks 9 of 10 data processing & outsourced services companies we cover (median 1.9%).

Latest results: FY2026 Q2

Filed August 10, 2026
Earnings per share
$0.06 against an average estimate of $0.05: beat by 19.4%
Revenue
$214m, up 10.4% on a year earlier
Share reaction
-2.7% in the first session after the results on August 10, 2026, against -0.3% for the S&P 500
Guidance given
total revenue $219m to $225m (Third Quarter of 2026); GAAP net income (loss) $-11m to $-7m (Third Quarter of 2026)
Next report
November 4, 2026; average EPS estimate $0.07

ACV Auctions' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day0.0%
  • 1 week+0.6%
  • 1 month+0.8%

Closing prices to 2026-10-16. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$801M
Operating margin
-7.1%
Net margin
-7.9%
EPS (TTM, diluted)
$-0.37

Growth

Revenue growth
+13.3%
Change in growth rate
−2.6 pts
Share count change
+2.5%

Cash

Free cash flow (TTM)
$29.1M
FCF margin
3.6%
Stock pay % of revenue
7.4%

Earnings

Last results
August 10, 2026
Next results (est.)
November 4, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Leadership
  2. Agreement
  3. Results
  4. Guidance

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

ACV Auctions Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Valuation models

We value ACV Auctions Inc. as an operating company, with every model that fits that kind of business. Cost of equity 9.1%: the 10-year Treasury yield (4.9%) plus a beta of 0.93 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$3.8 ~$2.5–$4.8 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$0.8 ~$0.6–$1.8 Left out: out of range vs price (0.08x)
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$0.7 ~$0.7–$3.3 Left out: out of range vs price (0.06x)
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. ~$6.4 ~$5.1–$8.0 Included
Combined value Weighted average of the models that apply: the primary model (growth cash-flow model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$4.7 ~$3.8–$6.4 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare ACV Auctions Inc. with Data Processing & Outsourced Services in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end Now
Share price$10.50
Market value$1.8bn
+ Net debt (− = net cash)−$37m
Enterprise value$1.8bn
Multiples
Price / sales 2.3x
Price / earnings —
Price / free cash flow 62.0x
EV / EBITDA —

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

19 /100

Weak moat

How hard ACV Auctions's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median -6.8% of total assets over 6 years.

  • Durability 10 / 20

    Operating margin has been a median -14.4%; its worst year was -25.4%.

  • Cash conversion 10 / 20

    Free cash flow was positive in 5 of 6 years, at a median 3.9% of revenue.

AI disruption exposure: High. In this industry, the core product is information work that AI systems increasingly perform. The score above includes a 15-point deduction for that exposure (34 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 4, 2026, after the close. Analysts expect revenue of $223m and EPS of $0.07 (range $0.06 to $0.08) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.19 +10% $848m +12%
Next $0.31 +60% $938m +11%

Next year's EPS estimate has moved −7.0% in 90 days, across 6 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −2.0% on 90 days ago. In the last 30 days, 0 analysts raised ACV Auctions Inc.'s forecast and 1 cut it.

Consensus EPS forecast ACV Auctions Inc., last 90 days
$0.15 $0.20 $0.25 $0.30 $0.35 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.20 Current fiscal year, 60 days ago: $0.20 Current fiscal year, 30 days ago: $0.20 Current fiscal year, 7 days ago: $0.20 Current fiscal year, Now: $0.19 $0.19 Next fiscal year, 90 days ago: $0.33 Next fiscal year, 60 days ago: $0.34 Next fiscal year, 30 days ago: $0.33 Next fiscal year, 7 days ago: $0.33 Next fiscal year, Now: $0.31 $0.31

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.20$0.33
60 days ago $0.20$0.34
30 days ago $0.20$0.33
7 days ago $0.20$0.33
Now $0.19$0.31

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.05 $0.06 +19.4%
Mar 2026 $0.03 $0.04 +32.4%
Dec 2025 −$0.01 −$0.01 +49.1%
Sept 2025 $0.06 $0.07 +8.6%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 10, 2026
  • Total revenue Full-Year 2026 $845m to $855m Maintained
    “Total revenue of $845 million to $855 million, an increase of 11% to 13% year over year” source
  • Total revenue Third Quarter of 2026 $219m to $225m
    “Total revenue of $219 million to $225 million, an increase of 10% to 13% year over year” source
  • GAAP net income (loss) Full-Year 2026 $-49m to $-44m GAAP Maintained
    “GAAP net income (loss) of ($49) million to ($44) million” source
  • Non-GAAP net income Full-Year 2026 $32m to $37m Non-GAAP
    “Non-GAAP net income of $32 million to $37 million” source
  • Adjusted EBITDA Full-Year 2026 $73m to $77m Non-GAAP Maintained
    “Adjusted EBITDA of $73 million to $77 million” source
  • Non-GAAP Operating Expense (excluding Cost of Revenue) 2026 about 6% growth Non-GAAP
    “Non-GAAP Operating Expense (excluding Cost of Revenue) is expected to increase approximately 6% year-over-year.” source
Show 3 more items
  • GAAP net income (loss) Third Quarter of 2026 $-11m to $-7m GAAP
    “GAAP net income (loss) of ($11) million to ($7) million” source
  • Non-GAAP net income Third Quarter of 2026 $11m to $15m Non-GAAP
    “Non-GAAP net income of $11 million to $15 million” source
  • Adjusted EBITDA Third Quarter of 2026 $21m to $24m Non-GAAP
    “Adjusted EBITDA of $21 million to $24 million” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

7 analysts, Oct 2026
Buy00%
Hold571%
Sell229%

Monthly trend

  1. Oct 2026527
  2. Sep 202626210
  3. Aug 2026443213
  4. Jul 2026534113

Counts of recommendations published by analysts covering ACV Auctions Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
8.4%
of tradable shares
Days to cover
0.95
at average volume
Short interest, 1 month
−12%
to September 30, 2026
Held by institutions
98%
of shares
Held by insiders
4.5%
of shares
Employees
3,200
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Price behaviour

52-week range
Not enough history
From 52-week high
—
vs 50-day average
+17.2%
vs 200-day average
—
Volatility (1 year)
—
Beta vs S&P 500
—

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to October 16, 2026.

Share price after results

Next day
0 up, 1 down
typical move ±2.7%
After a week
1 up, 0 down
typical move ±2.1%
After a month
0 up, 1 down
typical move ±1.2%
Results releasedNext dayS&P 500 next day5 days21 days
August 10, 2026 −2.7% −0.3% +2.1% −1.2%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

ACV Auctions Inc. in five measures

Fundamentals grade D
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) ACV Auctions Inc.
$400M $500M $600M $700M $800M $900M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $460.8M Revenue (TTM), FY23 Q4: $481.2M Revenue (TTM), FY24 Q1: $507.3M Revenue (TTM), FY24 Q2: $543.7M Revenue (TTM), FY24 Q3: $596M Revenue (TTM), FY24 Q4: $637.2M Revenue (TTM), FY25 Q1: $674.2M Revenue (TTM), FY25 Q2: $707.2M Revenue (TTM), FY25 Q3: $735.5M Revenue (TTM), FY25 Q4: $759.6M Revenue (TTM), FY26 Q1: $781.1M Revenue (TTM), FY26 Q2: $801.3M $801.3M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $460.8M
FY23 Q4 $481.2M
FY24 Q1 $507.3M
FY24 Q2 $543.7M
FY24 Q3 $596M
FY24 Q4 $637.2M
FY25 Q1 $674.2M
FY25 Q2 $707.2M
FY25 Q3 $735.5M
FY25 Q4 $759.6M
FY26 Q1 $781.1M
FY26 Q2 $801.3M
Revenue growth, TTM YoY ACV Auctions Inc.
0% 10% 20% 30% 40% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 8.8% Revenue growth, TTM YoY, FY23 Q4: 14.2% Revenue growth, TTM YoY, FY24 Q1: 15.8% Revenue growth, TTM YoY, FY24 Q2: 21.6% Revenue growth, TTM YoY, FY24 Q3: 29.3% Revenue growth, TTM YoY, FY24 Q4: 32.4% Revenue growth, TTM YoY, FY25 Q1: 32.9% Revenue growth, TTM YoY, FY25 Q2: 30.1% Revenue growth, TTM YoY, FY25 Q3: 23.4% Revenue growth, TTM YoY, FY25 Q4: 19.2% Revenue growth, TTM YoY, FY26 Q1: 15.9% Revenue growth, TTM YoY, FY26 Q2: 13.3% 13.3%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 8.8%
FY23 Q4 14.2%
FY24 Q1 15.8%
FY24 Q2 21.6%
FY24 Q3 29.3%
FY24 Q4 32.4%
FY25 Q1 32.9%
FY25 Q2 30.1%
FY25 Q3 23.4%
FY25 Q4 19.2%
FY26 Q1 15.9%
FY26 Q2 13.3%
Operating margin (TTM) ACV Auctions Inc.
-20% -15% -10% -5% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -19.6% Operating margin (TTM), FY23 Q4: -18.6% Operating margin (TTM), FY24 Q1: -18.0% Operating margin (TTM), FY24 Q2: -16.6% Operating margin (TTM), FY24 Q3: -14.3% Operating margin (TTM), FY24 Q4: -13.2% Operating margin (TTM), FY25 Q1: -11.3% Operating margin (TTM), FY25 Q2: -9.1% Operating margin (TTM), FY25 Q3: -9.7% Operating margin (TTM), FY25 Q4: -8.3% Operating margin (TTM), FY26 Q1: -7.4% Operating margin (TTM), FY26 Q2: -7.1% -7.1%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -19.6%
FY23 Q4 -18.6%
FY24 Q1 -18.0%
FY24 Q2 -16.6%
FY24 Q3 -14.3%
FY24 Q4 -13.2%
FY25 Q1 -11.3%
FY25 Q2 -9.1%
FY25 Q3 -9.7%
FY25 Q4 -8.3%
FY26 Q1 -7.4%
FY26 Q2 -7.1%
FCF margin (TTM) ACV Auctions Inc.
-5% 0% 5% 10% 15% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 1.4% FCF margin (TTM), FY23 Q4: -4.2% FCF margin (TTM), FY24 Q1: -4.1% FCF margin (TTM), FY24 Q2: 0.4% FCF margin (TTM), FY24 Q3: 6.3% FCF margin (TTM), FY24 Q4: 9.6% FCF margin (TTM), FY25 Q1: 12.5% FCF margin (TTM), FY25 Q2: 13.1% FCF margin (TTM), FY25 Q3: 10.9% FCF margin (TTM), FY25 Q4: 9.1% FCF margin (TTM), FY26 Q1: 10.1% FCF margin (TTM), FY26 Q2: 3.6% 3.6%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 1.4%
FY23 Q4 -4.2%
FY24 Q1 -4.1%
FY24 Q2 0.4%
FY24 Q3 6.3%
FY24 Q4 9.6%
FY25 Q1 12.5%
FY25 Q2 13.1%
FY25 Q3 10.9%
FY25 Q4 9.1%
FY26 Q1 10.1%
FY26 Q2 3.6%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 107 208 358 422 481 637 760 801
EBITDA −77 −33 −68 −95 −70 −47 −19 −11
Operating income −79 −41 −77 −106 −90 −84 −63 −57
Net income −77 −41 −78 −102 −75 −80 −66 −63
Diluted EPS −$4.20 −$1.90 −$0.62 −$0.65 −$0.47 −$0.48 −$0.39 −$0.37
Growth (year on year)
Revenue — +95.0% +72.0% +17.6% +14.2% +32.4% +19.2% +13.3%
Margins
EBITDA margin −72.5% −16.0% −19.0% −22.5% −14.6% −7.4% −2.6% −1.3%
Operating margin −74.2% −19.5% −21.4% −25.2% −18.6% −13.2% −8.3% −7.1%
Net margin −72.3% −19.7% −21.8% −24.2% −15.6% −12.5% −8.7% −7.9%
Free-cash-flow margin −71.0% 3.3% 23.1% −18.6% −4.2% 9.6% 9.1% 3.6%
Cash flow
Cash from operations −72 10 85 −75 −18 65 78 39
Capital spending 3 4 3 3 2 5 9 10
Free cash flow −76 7 83 −78 −20 61 69 29
Stock-based pay 1 6 23 39 50 68 57 60
Free cash flow after stock pay −77 1 60 −118 −70 −7 12 −30
Balance sheet
Cash 182 234 566 281 183 224 271 242
Total debt 0 5 1 76 115 123 190 205
Net debt (negative = net cash) −182 −229 −565 −205 −68 −101 −81 −37
Diluted shares 18m 22m 125m 157m 160m 165m 171m 172m

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 3 checks passed · June 30, 2026
What it owns · $1.1bn
Short-term assets $670mLonger-term assets $409m
What it owes, and who funded it · $1.1bn
Short-term liabilities $442mLonger-term liabilities $248mShareholders' equity $390m
  • Short-term assets cover short-term liabilities $670m of assets due within a year against $442m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $670m short-term assets against $248m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Operating income of −$57m against $11m of interest.

From ACV Auctions Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+2.5%
year over year
Sales & admin spending
29.1%
of revenue
Days sales outstanding
98 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in data processing & outsourced services
Last 12 months unless stated ACVA CTEV TASK TTEC ALIT CASS Median
Revenue, last 12 months $801m $995m $1.2bn $2.0bn $2.2bn $199m $1.2bn
Revenue growth, last 12 months 13.3% 6.3% 11.4% −4.8% −3.5% 8.8% 6.3%
Revenue growth, 3-year average 21.5% 1.0% 9.3% −6.3% 5.2% 0.9% 7.2%
Revenue growth, latest quarter 10.4% 6.6% 5.0% −11.3% −3.2% 12.5% 5.0%
Operating margin −7.1% 3.3% 11.7% −6.4% −95.7% — −1.6%
Operating margin, 3-year average −10.9% −44.0% 10.9% −3.3% −47.9% — −3.0%
Net margin −7.9% −28.5% 8.8% −10.2% −90.9% 18.5% −7.9%
Cash from operations / revenue 4.9% 13.4% 14.1% 4.2% 15.8% 24.4% 10.9%
Free-cash-flow margin 3.6% −1.8% 9.8% 2.0% 11.2% 21.1% 8.3%
Free-cash-flow margin, 3-year average 5.7% −0.5% 9.0% 0.1% 9.4% 18.6% 5.7%
Stock pay / revenue 7.4% 2.9% 1.9% 0.6% 0.9% 2.3% 1.3%
Change in share count 2.5% 2.5% −0.1% 1.3% 0.0% −3.4% −0.0%

Median of all 11 companies we cover in data processing & outsourced services. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

11 data processing & outsourced services companies
Measure Company Peer median Rank
Revenue growth Growth 13.3% 6.3% 2 of 11
Change in growth rate Growth -2.6pp -1.3pp 9 of 11
Operating margin Profitability -7.1% 3.3% 7 of 10
Net margin Profitability -7.9% -7.9% 6 of 11
Free-cash-flow margin Cash generation 3.6% 8.3% 8 of 11
Stock pay as % of revenue Cash generation 7.4% 1.9% 9 of 10
Change in share count Balance sheet 2.5% 0.0% 10 of 10
Days sales outstanding Balance sheet 98 days 71 days 9 of 9

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Marketplace and Service $678M 89.3% ▲ 18.3%
Auction Marketplace Revenue $348M 51.3% ▲ 14.7%
Other Marketplace Revenue $296M 43.6% ▲ 25.0%
Data Services Revenue $34.5M 5.1% ▲ 3.8%
Customer Assurance $81.6M 10.7% ▲ 27.2%

From ACV Auctions Inc.'s 10-K filed February 23, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$1.2B
Institutions reporting
256
Shares held vs prior quarter
▲ 0.9%
Positions opened / closed
40 / 48

Top buyers and sellers, Q2 2026: 148 institutions bought and 126 sold ; the biggest buyer was Brown Advisory Inc (+6.9M shares) and the biggest seller William Blair Investment Management, LLC (−7.2M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $101M 14.1M 8.5% ▲ 7.1%
Atreides Management, LP $71.2M 9.9M 6.0% ▲ 1.7%
Vanguard Capital Management LLC $53.7M 7.5M 4.5% ▲ 3.3%
Vanguard Portfolio Management LLC $53M 7.4M 4.5% ▲ 2.8%
Brown Advisory Inc $49.8M 6.9M 4.2% ▲ 12950.0%
Cramer Rosenthal Mcglynn LLC $43.2M 6.0M 3.7% ▲ 53.2%
Frontier Capital Management Co LLC $41.8M 5.8M 3.5% ▲ 48.0%
Paradice Investment Management LLC $36.1M 5.0M 3.0% New
Iridian Asset Management LLC $32.9M 4.6M 2.8% ▼ 12.0%
Geode Capital Management, LLC $31.3M 4.3M 2.6% ▲ 7.2%
Senvest Management, LLC $30.7M 4.3M 2.6% ▲ 21.1%
State Street Corp $30M 4.2M 2.5% ▲ 7.8%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not ACV Auctions Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $7.4M 9 trades by 5 insiders, last 12 months Insider sales History → $43,540 3 trades by 1 insider · 100% under pre-set plans
Net ▲ $7.3M net buying
Insider Date Trade Shares Price Value
Chamoun George Chief Executive Officer March 9, 2026 Buy pre-set plan 24,272 $5.05 $122,574
Waterman Michael Chief Sales Officer February 26, 2026 Buy 214,600 $4.66 $1M
Chamoun George Chief Executive Officer February 9, 2026 Buy pre-set plan 16,892 $7.30 $123,312
Peer Andrew VP, Corporate Controller & CAO January 15, 2026 Sell pre-set plan 1,750 $8.85 $15,488
Chamoun George Chief Executive Officer January 12, 2026 Buy pre-set plan 14,286 $8.81 $125,860
Peer Andrew VP, Corporate Controller & CAO December 15, 2025 Sell pre-set plan 1,750 $8.03 $14,052
Chamoun George Chief Executive Officer December 15, 2025 Buy pre-set plan 31,172 $7.97 $248,441
Peer Andrew VP, Corporate Controller & CAO December 1, 2025 Sell pre-set plan 1,750 $8.00 $14,000
Castillo Kirsten Director November 17, 2025 Buy 5,000 $6.27 $31,350
Hirsch Brian Director November 14, 2025 Buy 80,571 $6.21 $500,346
Castillo Kirsten Director November 14, 2025 Buy 15,000 $6.26 $93,900
Goodman Robert P Director November 10, 2025 Buy 912,408 $5.61 $5.1M

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 4, 2026 estimated from the company's past filing pattern, not announced

  • August 10, 2026
  • May 6, 2026
  • February 23, 2026
  • November 5, 2025
  • August 11, 2025
  • May 7, 2025

Recent SEC filings

Data status

When each part of this page on ACV Auctions Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

ACV Auctions Inc. in brief

What does ACV Auctions Inc. do?
ACV Auctions Inc. is a US-listed company in the data processing & outsourced services industry. Its financial year ends in December.
What is ACV Auctions Inc.'s stock ticker?
ACV Auctions Inc. trades under the ticker ACVA on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is ACV Auctions Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, ACV Auctions Inc. reported revenue of $801M, 13.3% higher than a year earlier, according to its SEC filings.
What is ACV Auctions Inc.'s free cash flow?
ACV Auctions Inc.'s free-cash-flow margin is 3.6% of revenue over the trailing twelve months, ranking 8 of the 11 data processing & outsourced services companies we cover.
Who are ACV Auctions Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Atreides Management, LP and Vanguard Capital Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is ACV Auctions Inc.'s market cap?
On October 16, 2026, ACV Auctions Inc.'s market capitalisation was about $1.8B and net debt of -$37.3M. Market figures come from third-party market data and may be delayed.
Who are ACV Auctions Inc.'s competitors?
In our Data Processing & Outsourced Services peer group, the companies closest to ACV Auctions Inc. are Claritev Corp, Taskus, Inc., Ttec Holdings, Inc., Alight, Inc. / Delaware and Cass Information Systems Inc. The side-by-side comparison below sets their revenue, margins and growth against ACV Auctions Inc.'s.
Are insiders buying or selling ACV Auctions Inc. stock?
Over the last 12 months, ACV Auctions Inc.'s directors and officers reported 9 open-market purchases and 3 sales on Form 4. The insider trading page charts every trade.
When is ACV Auctions Inc.'s next earnings date?
Around November 4, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — ACV Auctions Inc. announces its own schedule.