GMBStaff
27 Nov 23
This article provides an analysis of the valuation gap between BYD Company Limited (OTCPK:BYDDF) and Tesla, Inc. (TSLA), with Bernstein reiterating an Outperform rating on BYD and suggesting that the wide valuation gap between the two stocks is not justified. Analyst Toni Sacconaghi highlights the s...
This article provides an analysis of the valuation gap between BYD Company Limited (OTCPK:BYDDF) and Tesla, Inc. (TSLA), with Bernstein reiterating an Outperform rating on BYD and suggesting that the wide valuation gap between the two stocks is not justified. Analyst Toni Sacconaghi highlights the significant growth of BYD compared to Tesla and forecasts for 2024, pointing out that the investment thesis for Tesla's structural cost and scale advantage may be more applicable to BYD. Sacconaghi also notes that BYD's battery energy storage business is larger in scale than Tesla's, and BYD has similar "side bets" for investors in batteries, semiconductor chips, and handset components and assembly. Additionally, BYD recently celebrated a milestone with the production of its 6 millionth new energy vehicle, illustrating the company's dedication to expanding its global presence and public transit electrification.
More about Tesla Inc
Tesla Inc is an American electric vehicle and clean energy company that had the highest sales in the plug-in and battery electric passenger car segments in 2020, capturing 16% of the plug-in market and 23% of the battery-electric market. The company is also a major installer of solar photovoltaic energy generation systems and one of the largest global suppliers of battery energy storage systems, with 3 GWh of battery storage supplied in 2020. With a market capitalization of $748.48 billion and a stock price of $748.48, Tesla Inc. is currently trading at a P/E ratio of 75.71. The stock has shown a 3.11% change in the last trading session and has a 30.28% year-to-date change. Market sentiment is currently at 0.112, indicating a slightly positive outlook. However, it's important to note that past market behavior is not always a reliable indicator of future performance, and there are potential risks and uncertainties associated with investing in Tesla Inc.
Disclaimer:This is not financial advice. Please do your own research before investing in any asset.