Cars.com Inc.(CARS)Stock Analysis
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Rank #1,817 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CARS Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Cars.com Inc. (CARS), a Technology sector company. 13F Pro's AI-powered ranking engine scores CARS at 43.4/100 on a 32-signal composite quality model, placing it at rank #1,817 of 2,879 stocks — the bottom half of the AI-ranked universe. CARS scores in the top quartile across free cash flow (79.0). Areas of concern include earnings quality (2.3) and institutional flow (12.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 27.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Cars.com Inc. reports quarterly revenue of $180.2M, net income of $5.0M, an operating margin of 9.2%. Top institutional holders of CARS by reported 13-F value include FMR, BlackRock,, Pale Fire Capital SE, based on the most recent SEC filings. CARS trades on the NYSE exchange and files with the SEC under CIK 1683606. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CARS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Cars.com Inc. directly from SEC EDGAR. Cars.com Inc.'s 13F Pro composite quality score has ranged between 27 and 71 since 2021, currently 43.4 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.
Revenue
Q1 2026
$180.2M
Net Income
Q1 2026
$5.0M
Free Cash Flow
Q1 2026
$39.5M
Operating Margin
Q1 2026
9.2%
ROIC
Q1 2026
1.8%
D/E Ratio
Q1 2026
0.98
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+5.4% YoYNet Income
+588.4% YoYOperating Income
-18.1% YoYEPS (Diluted)
+596.0% YoYTotal Assets
+14.4% YoYTotal Debt
+3.6% YoYOp. Cash Flow
+6.4% YoY| Metric | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $689.2M +5.4% | $653.9M +4.8% | $623.7M +13.9% | $547.5M -9.8% | $606.7M -8.4% | $662.1M |
| Net Income | $118.4M +588.4% | $17.2M +59.4% | $10.8M +101.4% | $-789.1M -77.2% | $-445.3M -1247.5% | $38.8M |
| Operating Income | $54.1M -18.1% | $66.0M +36.6% | $48.3M +105.4% | $-887.3M -98.9% | $-446.1M -631.5% | $83.9M |
| EPS (Diluted) | $1.74 +596.0% | $0.25 +66.7% | $0.15 +101.3% | $-11.74 -76.5% | $-6.65 -1309.1% | $0.55 |
| Total Assets | $1.17B +14.4% | $1.02B +1.8% | $1.01B -6.4% | $1.08B -47.0% | $2.03B -22.0% | $2.60B |
| Total Debt | $513.1M +3.6% | $495.4M +1.8% | $486.4M -19.6% | $605.3M -10.9% | $679.5M -6.0% | $723.1M |
| Operating Cash Flow | $136.7M +6.4% | $128.5M -6.9% | $138.0M -0.4% | $138.6M +36.6% | $101.5M -37.9% | $163.5M |
AI Insight: CARS Financial Trends
Cars.com revenue is effectively flat at ~$180M but operating income is recovering, while equity erosion and stagnant top-line growth remain concerns.
• Operating income recovered from $6M in Q1 2025 to $17M in Q1 2026, approaching Q4 2025's peak of $22M.
• Revenue has been range-bound between $179M–$184M across all eight quarters, showing no meaningful growth.
• Total debt declined modestly from $470M in Q2 2024 to $452M in Q1 2026, a reduction of $18M over six quarters.
• Equity has declined from $511M in Q4 2024 to $461M in Q1 2026, a $50M erosion in just three quarters.
⚠ Operating cash flow dropped from $59M in Q3 2025 to $40M in Q1 2026 — monitor for sustained FCF compression.
⚠ Net income remains volatile, swinging from -$2M in Q1 2025 to $19M in Q3 2024; Q1 2026 at $5M is near cyclical lows.
⚠ Total debt ticked up $4M sequentially from Q3 2025 to Q4 2025 — first increase in five quarters; watch deleveraging pace.
AI Insight: CARS Ratio Trends
Operating margins recovering steadily but net profitability remains thin, with Q1 2026 ROE slipping to 4.3% — less than a third of Q3 2024's peak.
• Operating margin rebounded from a trough of 3.6% in Q1 2025 to 11.8% in Q4 2025, though Q1 2026 eased back to 9.2%.
• ROIC improved from 2.7% in Q1 2025 to 9.4% in Q4 2025, but retreated to 7.3% in Q1 2026.
• Net profit margin has compressed sharply — from 10.4% in Q3 2024 to just 2.8% in Q1 2026 — indicating rising below-the-line costs.
⚠ D/E ticked back up to 0.98 in Q1 2026 after reaching a low of 0.90 in Q4 2024, reversing deleveraging progress.
⚠ The gap between operating margin (9.2%) and net margin (2.8%) in Q1 2026 warrants scrutiny of interest expense and non-operating items.
⚠ Q1 seasonality has historically crushed margins; whether Q2 2026 rebounds toward 8–9% will test the recovery narrative.
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Top Institutional Holders of CARS
FMR LLC
$71.4M8,794,522 shBlackRock, Inc.
$35.0M4,306,076 shPale Fire Capital SE
$32.1M3,956,618 shDIMENSIONAL FUND ADVISORS LP
$27.6M3,401,523 shHill Path Capital LP
$20.1M2,481,032 shBROWN ADVISORY INC
$19.5M2,398,330 shBREACH INLET CAPITAL MANAGEMENT, LLC
$17.2M2,124,184 shAMERICAN CENTURY COMPANIES INC
$14.7M1,813,328 shSTATE STREET CORP
$11.9M1,468,945 shGEODE CAPITAL MANAGEMENT, LLC
$10.8M1,326,614 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $71.4M | 8,794,522 |
| BlackRock, Inc. | $35.0M | 4,306,076 |
| Pale Fire Capital SE | $32.1M | 3,956,618 |
| DIMENSIONAL FUND ADVISORS LP | $27.6M | 3,401,523 |
| Hill Path Capital LP | $20.1M | 2,481,032 |
| BROWN ADVISORY INC | $19.5M | 2,398,330 |
| BREACH INLET CAPITAL MANAGEMENT, LLC | $17.2M | 2,124,184 |
| AMERICAN CENTURY COMPANIES INC | $14.7M | 1,813,328 |
| STATE STREET CORP | $11.9M | 1,468,945 |
| GEODE CAPITAL MANAGEMENT, LLC | $10.8M | 1,326,614 |
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Popular Research
Is CARS a good stock to buy?
13F Pro's AI-powered analysis of Cars.com Inc. (CARS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CARS are available on the CARS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own CARS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CARS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Cars.com Inc.'s investment landscape.