Goldman Sachs cuts Mister Car Wash stock rating to sell

Published 03/06/2025, 09:54
Goldman Sachs cuts Mister Car Wash stock rating to sell

On Tuesday, Goldman Sachs analysts assumed coverage of Mister Car Wash (NYSE:MCW) Inc. (NASDAQ:MCW), assigning a Sell rating to the stock. The analysts set a price target of $6.25, indicating a cautious outlook for the company’s near-term performance. According to InvestingPro data, the stock appears overvalued at current levels, with 8 analysts recently revising earnings estimates downward.

The analysts noted that Mister Car Wash is recognized as a best-in-class operator with strong potential for profitable growth over the long term, generating $1.02 billion in revenue and maintaining a healthy 32.8% gross margin. However, they expressed concerns about the current market environment, highlighting the rapid industry-wide unit growth and consolidation that has led to significant competition in local markets. InvestingPro analysis reveals additional insights about the company’s performance and prospects, with over 30 key metrics and financial indicators available for subscribers.

According to the analysts, the competitive landscape is expected to remain challenging in the near term. They also pointed out several factors that could impact Mister Car Wash’s performance in the second half of 2025, including the company facing more difficult year-over-year comparisons and losing the benefits of its Titanium promotions.

Additionally, the analysts mentioned that the planned price increases for the Unlimited Wash Club could potentially lead to higher customer churn, further impacting the company’s financial performance. Despite the challenges, the analysts acknowledged Mister Car Wash’s strong operational capabilities and long-term growth potential.

In other recent news, Mister Car Wash Inc. reported strong first-quarter 2025 earnings, with an earnings per share (EPS) of $0.11, surpassing the anticipated $0.10. The company’s revenue reached $261.7 million, exceeding the forecasted $257.84 million, marking a 9% increase year-over-year. Additionally, Mister Car Wash achieved a 14% growth in adjusted EBITDA, reaching $86 million, and improved its EBITDA margin by 130 basis points to 32.7%. The company also made significant progress in debt reduction, paying down $62 million, and anticipates reducing its net leverage ratio to under 2.5x by the end of the year. Mister Car Wash raised its full-year guidance for revenue and adjusted EBITDA, reflecting confidence in its strategic initiatives. The company plans to open 30-35 new stores in 2025, with the majority of openings scheduled for the latter half of the year. The company remains cautious about potential consumer spending volatility but emphasizes its resilience and strategic focus.

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