Cars.com Inc.
CARS · Services-Computer Processing & Data Preparation · 55.9M shares · +0%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $3M (gross $31M, SBC $28M)
Reference price $9.49 · est. market cap ~$531M — last insider sale, 2026-06-12 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B66Auto-marketplace (Cars.com) — profitable with strong free cash flow, but leveraged.
Strengths
- Profitable with strong FCF — operating margin 8% (64th), FCF $147M (48th), FCF margin 20%
Risks
- Leverage — D/E 0.96 (79th)
- Flat revenue — +1%
- Dealer-demand/competition risk — per 10-K
Notable findings
- Customer concentration~45% of revenue from one customer/distributor — website customers that also have a marketplace subscription see approximately 45% more connections to their website, in addition to 1 the associated marketplace leads they receive, as compared t
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Notable holderHeld by 5 notable fund(s): FMR LLC, STATE STREET CORP, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
- Insider sellingInsider selling — 2 open-market sale(s) by 1 insider(s) (~$825,515, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
8.3%
Net margin
2.8%
Return on equity
4.2%
Return on assets
1.9%
ROIC
5.2%
Revenue growth (QoQ)
-2.0%
Net-income growth
-58.4%
Debt / equity
1.0×
Net debt / EBITDA
2.6×
Current ratio
1.9×
Free cash flow
$147M
EBITDA
$152M
Tangible book value
-$222M
Cash & investments
$56M
Stock comp / revenue
4.3%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-12 | Jain Sonia | Sell | 34K | $9.49 |
| 2026-06-11 | Jain Sonia | Sell | 53K | $9.56 |
| 2026-06-05 | Hale Thomas E | Grant | 18K | — |
| 2026-06-05 | Ross Jenell | Grant | 18K | — |
| 2026-06-05 | Greenthal Jill A | Grant | 18K | — |
| 2026-06-05 | Subramanian Bala | Grant | 18K | — |
| 2026-06-05 | McGovern Jr. Donald A. | Grant | 18K | — |
| 2026-06-05 | FORBES SCOTT E | Grant | 25K | — |
| 2026-06-05 | WIENER BRYAN | Grant | 18K | — |
| 2026-03-13 | Ross Jenell | Buy | 2.0K | $7.56 |
| 2026-03-11 | Hartmann Tobias | Grant | 344K | — |
| 2026-03-11 | Marks Angelique Strong | Grant | 65K | — |
| 2026-03-11 | Gosselin Lisa | Grant | 124K | — |
| 2026-03-11 | Jain Sonia | Grant | 156K | — |
| 2026-03-02 | Vetter Thomas Alex | Tax withheld | 72K | $8.54 |
| 2026-03-02 | Vetter Thomas Alex | Grant | 138K | — |
| 2026-03-02 | Vetter Thomas Alex | Tax withheld | 67K | $8.54 |
| 2026-03-02 | Jain Sonia | Tax withheld | 20K | $8.54 |
| 2026-03-02 | Jain Sonia | Grant | 27K | — |
| 2026-03-02 | Jain Sonia | Tax withheld | 7.4K | $8.54 |
| 2026-03-02 | Gosselin Lisa | Tax withheld | 8.3K | $8.54 |
| 2026-03-02 | Marks Angelique Strong | Tax withheld | 16K | $8.54 |
| 2025-12-22 | Hartmann Tobias | Grant | 234K | — |
| 2025-12-17 | Jain Sonia | Sell | 11K | $13.45 |
| 2025-12-02 | Crawford Matthew B. | Sell | 27K | $12.03 |
| 2025-10-01 | Jain Sonia | Tax withheld | 29K | $12.33 |
| 2025-08-08 | Crawford Matthew B. | Sell | 15K | $11.77 |
| 2025-06-06 | Subramanian Bala | Grant | 18K | — |
| 2025-06-06 | WIENER BRYAN | Grant | 18K | — |
| 2025-06-06 | Ross Jenell | Grant | 18K | — |
| 2025-06-06 | FORBES SCOTT E | Grant | 26K | — |
| 2025-06-06 | McGovern Jr. Donald A. | Grant | 18K | — |
| 2025-06-06 | Kelly Michael Joseph | Grant | 18K | — |
| 2025-06-06 | Greenthal Jill A | Grant | 18K | — |
| 2025-06-06 | Hale Thomas E | Grant | 18K | — |
| 2025-06-06 | Revelle Greg | Grant | 18K | — |
| 2025-06-06 | DEVARD JERRI | Grant | 18K | — |
| 2025-05-09 | Vetter Thomas Alex | Buy | 27K | $10.75 |
| 2025-05-09 | Vetter Thomas Alex | Buy | 631 | $10.68 |
| 2025-05-01 | Marks Angelique Strong | Tax withheld | 6.4K | $11.74 |
| 2025-03-21 | Crawford Matthew B. | Grant | 36K | — |
| 2025-03-21 | Jain Sonia | Grant | 91K | — |
| 2025-03-21 | Marks Angelique Strong | Grant | 73K | — |
| 2025-03-21 | Vetter Thomas Alex | Grant | 258K | — |
| 2025-03-21 | Gosselin Lisa | Grant | 93K | — |
| 2025-03-03 | Crawford Matthew B. | Tax withheld | 8.2K | $13.20 |
| 2025-03-03 | Jain Sonia | Tax withheld | 11K | $13.20 |
| 2025-03-03 | Marks Angelique Strong | Tax withheld | 9.2K | $13.20 |
| 2025-03-03 | Vetter Thomas Alex | Tax withheld | 40K | $13.20 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-05 | Shareholder vote | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-04-09 | Results2.05Exhibits | filing ↗ |
| 2026-02-26 | ResultsExhibits | filing ↗ |
| 2025-12-18 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-11-06 | ResultsExhibits | filing ↗ |
| 2025-10-14 | Exec/director change | filing ↗ |
| 2025-08-07 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-05 | 2026-06-03 | 0001193125-26-259857 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001193125-26-210377 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0001193125-26-211864 ↗ |
| 8-K | 2026-04-09 | 2026-04-06 | 0001193125-26-149752 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0001193125-26-076546 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0001193125-26-073457 ↗ |
| 8-K | 2025-12-18 | 2025-12-12 | 0001193125-25-324822 ↗ |
| 10-Q | 2025-11-06 | 2025-09-30 | 0001193125-25-269472 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0001193125-25-268110 ↗ |
| 8-K | 2025-10-14 | 2025-10-09 | 0001193125-25-238292 ↗ |
| 8-K | 2025-08-07 | 2025-08-07 | 0000950170-25-104575 ↗ |
| 10-Q | 2025-08-07 | 2025-06-30 | 0001683606-25-000005 ↗ |