Copart Inc vs UL Solutions Inc

Copart Inc (CPRT) is fairly valued and UL Solutions Inc (ULS) is overvalued.

Against our estimates of intrinsic value, CPRT trades at the wider discount: a margin of safety of +4%, against -56% for ULS.

Values as of the 22 Sept 2026 close.

Copart Inc (CPRT)

Discounting its cash flows at 10.1% (average of 3 methods) values the shares at $29.89; the price of $28.80 is 4% below that value, and 73% of that value comes from beyond year five.

Leak Score 55/100 on 9 of 12 signals

UL Solutions Inc (ULS)

Discounting its cash flows at 8.6% (average of 3 methods) values the shares at $42.69; the price of $66.65 is 56% above that value, and 77% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

MetricCPRTULS
VerdictFairly valuedOvervalued
Price$28.80$66.65
Intrinsic value$29.89$42.69
Margin of safety+4%-56%
Leak Score55/100 (9/12)59/100 (3/12)
Market cap$26.7B$13.5B
Revenue growth, 5 years11.6%5.8%
Operating margin35.4%19.0%
Net margin31.8%16.0%
Return on equity16.2%37.5%
Debt to equity0.010.30
P/E18.6x26.9x
Forward P/E16.3x25.7x
P/B3.0x8.4x
Dividend yield0.9%

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