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CARS Cars.com Inc.

Last updated: Mar 16, 2026

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Execution Consistency

Did the company actually spend money buying back stock in 3+ of the last 4 quarters?

Bought back stock in 4/4 quarters. Q3 2025: $21M, Q2 2025: $5M, Q1 2025: $9M, Q3 2024: $6M

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Execution Acceleration

Is the most recent quarter's buyback spend more than 15% above the trailing average?

Latest quarter $21M vs trailing avg $7M (+212%)

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Buyback vs FCF

What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.

Buyback $42M / FCF $29M = 146% of FCF

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Buyback Intensity

How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.

Repurchased 18,309,000 shares = 113.7% of 64,391,000 outstanding (annualized)

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Insider Buying

Are officers and directors buying stock with their own money on the open market?

2 open-market purchases by 1 insiders

  • Vetter Thomas Alex (CEO) bought 27,239 shares at $10.75 on 2025-05-09
  • Vetter Thomas Alex (CEO) bought 631 shares at $10.68 on 2025-05-09
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Insider-Buyback Convergence

Are insider purchases happening during the same quarters the company is actively buying back stock?

Insider buying coincided with company buybacks in 0 of 4 quarters

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Insider Net Direction

Looking at all open-market transactions, are insiders net buyers or net sellers?

Insiders bought $0M, sold $0M (net buying)

Red Flag

Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.

No buyback-insider divergence detected