10-KPeriod: FY2011

COPART INC Annual Report, Year Ended Jul 31, 2011

Filed September 28, 2011For Securities:CPRT

Summary

Copart, Inc. operates as a leading provider of online vehicle auctions and remarketing services across the US, Canada, and the UK. The company's core business model revolves around its proprietary Virtual Bidding Second Generation (VB2) internet auction technology, which facilitates the sale of vehicles, primarily total loss or recovered stolen vehicles from insurance companies, to licensed dismantlers, rebuilders, dealers, and exporters. Copart acts as an agent, generating revenue from fees paid by both sellers and buyers, along with ancillary services like towing and storage. In the UK, Copart also operates on a principal basis, purchasing vehicles outright. Financially, for the fiscal year ended July 31, 2011, Copart reported revenues of $872.2 million and operating income of $265.3 million. The company's growth strategy emphasizes expanding its physical facility network through acquisitions and greenfield development, pursuing supply agreements, and enhancing its service offerings. Copart's competitive advantages lie in its extensive national coverage, value-added technology services (like VB2), and a proven track record of successfully acquiring and integrating new facilities. The company has also been actively engaged in share repurchases, including a significant tender offer in fiscal year 2011, and recently secured a $400 million term loan.

Financial Statements
Beta
Revenue$872.25M
Cost of Revenue$125.20M
Gross Profit$747.04M
Operating Expenses$606.96M
Operating Income$265.29M
Interest Expense$4.08M
Net Income$166.38M
EPS (Basic)$0.14
EPS (Diluted)$0.14
Shares Outstanding (Basic)1.21B
Shares Outstanding (Diluted)1.23B

Key Highlights

  • 1Copart utilizes its proprietary VB2 internet auction technology to facilitate global online vehicle sales, expanding its buyer pool and operational efficiency.
  • 2The company's primary revenue stream comes from fees charged to sellers and buyers for vehicle remarketing services, with insurance companies being the main source of vehicles.
  • 3Copart reported revenues of $872.2 million and operating income of $265.3 million for the fiscal year ended July 31, 2011.
  • 4The company is actively expanding its physical presence through acquisitions and the development of new facilities in key markets across North America and the UK.
  • 5Copart benefits from significant competitive advantages, including broad national coverage, advanced technological capabilities, and a strong history of successful acquisitions.
  • 6In fiscal year 2011, Copart repurchased a substantial number of its shares, including a tender offer financed by $400 million in long-term debt, demonstrating a commitment to shareholder returns.
  • 7The company faces competition from national and regional auctioneers and dismantlers, as well as risks associated with international operations and potential regulatory changes.

Frequently Asked Questions

Copart provides online vehicle auction and remarketing services. Its primary revenue source is fees charged to both vehicle sellers (mainly insurance companies) and buyers for processing and selling vehicles through its proprietary VB2 internet auction platform. Ancillary services like towing and storage also contribute to revenue.

Copart's growth strategy focuses on acquiring and developing new facilities in key domestic and international markets, pursuing national and regional vehicle supply agreements with sellers, and expanding its online auction services and technology offerings. The company has a history of successfully integrating acquisitions into its network.

Copart's key competitive advantages include its extensive national and international facility network, its VB2 internet auction technology that broadens buyer access and enhances bidding, its comprehensive range of value-added services for sellers and buyers, and its proven ability to acquire and integrate new facilities effectively.

For the fiscal year ended July 31, 2011, Copart reported revenues of $872.2 million and operating income of $265.3 million. The company also actively repurchased shares, including a significant tender offer funded by new debt.

Key risks include dependence on a limited number of major vehicle sellers, risks associated with international operations (particularly in the UK), potential failure of ERP system implementation, competition, regulatory changes, environmental matters, and the possibility of goodwill impairment. There is also a significant pending Georgia sales tax audit that could have a material impact.