| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | AB | AC | AD | AE | AF | AG | AH | AI | ||
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1 | FT ALPHAVILLE'S ELECTRIC VEHICLE BUBBLE WATCH | |||||||||||||||||||||||||||||||||||
2 | ONCE YOU POP, YOU CAN'T STOP | |||||||||||||||||||||||||||||||||||
3 | ||||||||||||||||||||||||||||||||||||
4 | Latest update 13.08.21 - Added: EVGO. Earnings from: RIDE, ARVL, PTRA, BLNK, SOLO, NIO, BEEM, XL, HYZN, GPV | |||||||||||||||||||||||||||||||||||
5 | ||||||||||||||||||||||||||||||||||||
6 | Company name | Ticker | SPAC? | Price | 52 week high | % from high | Annual return | 90-day return | 30-day return | Daily change | Shares (m) | Market cap ($m) | Net debt ($m) | Enterprise value ($m) | TTM Revenues ($m) | TTM EBITDA ($m) | EV/ Sales | Rev growth | FY22 Revenues ($m) | EV/ '22 Sales | Implied Sales CAGR | Gross Margin | TTM Capex ($m) | TTM R&D ($m) | Peak Market Cap ($m) | Notes | ||||||||||
7 | Manufacturers | |||||||||||||||||||||||||||||||||||
8 | Tesla | TSLA | No | 717.2 | 900.4 | -20.3% | 117.2% | 24.3% | 10.2% | -0.7% | 990.2 | 710,142 | -3,613 | 706,529 | 41,862 | 5,751 | 16.9 | 63% | 67,370 | 10.5 | 48% | 22% | 6,560 | 2,130 | 891,576 | |||||||||||
9 | Nio | NIO | No | 41.0 | 67.0 | -38.8% | 213.2% | 21.4% | -6.1% | -3.4% | 1,638.5 | 67,228 | -4,000 | 63,229 | 4,259 | -293 | 14.8 | 182% | 9,286 | 6.8 | 95% | 18% | 174 | 455 | 109,764 | |||||||||||
10 | Nikola | NKLA | Yes | 9.5 | 54.6 | -82.5% | -79.3% | -26.5% | -33.2% | -4.2% | 397.0 | 3,783 | -618 | 3,165 | 0 | -502 | 85,542 | n/a | 170 | 18.6 | 10208% | n/a | 80 | 242 | 21,658 | |||||||||||
11 | Xpeng | XPEV | No | 40.2 | 74.5 | -46.1% | n/a | 53.7% | 4.3% | -2.1% | 780.9 | 31,353 | -4,843 | 26,510 | 1,299 | -637 | 20.4 | 296% | 4,188 | 6.3 | 121% | 8.0% | 150 | 301 | 58,169 | |||||||||||
12 | Arrival | ARVL | Yes | 10.8 | 37.2 | -71.1% | n/a | -41.7% | -20.4% | -9.4% | 620.4 | 6,670 | -472 | 6,198 | 0 | -129 | n/a | n/a | 983 | 6.3 | n/a | n/a | 36 | 22 | 23,068 | |||||||||||
13 | Arcimoto | FUV | No | 14.1 | 36.8 | -61.7% | 96.2% | 76.6% | 1.1% | -20.6% | 35.8 | 505 | -43 | 462 | 3 | -21 | 184.8 | 84% | 41 | 11.3 | 270% | -232% | 3 | 5 | 1,317 | |||||||||||
14 | Li Auto | LI | No | 28.7 | 47.7 | -39.9% | 96.3% | 52.0% | -7.5% | -4.8% | 904.6 | 25,927 | -4,051 | 21,876 | 1,912 | -73 | 11.4 | 972% | 5,103 | 4.3 | 91% | 17% | 140 | 217 | 43,151 | |||||||||||
15 | Canoo | GOEV | Yes | 7.0 | 24.9 | -71.8% | -34.9% | -7.0% | -20.4% | -8.1% | 237.5 | 1,667 | -620 | 1,047 | 3 | -264 | 418.8 | n/a | 155 | 6.8 | 672% | 74% | 19 | 163 | 5,913 | |||||||||||
16 | Fisker | FSR | Yes | 14.4 | 32.0 | -54.9% | 18.0% | 28.3% | -7.3% | -5.0% | 296.0 | 4,263 | -942 | 3,321 | 0 | -126 | 67,770 | n/a | 308 | 10.8 | 988% | 37% | 66 | 93 | 9,461 | |||||||||||
17 | Lordstown | RIDE | Yes | 5.4 | 31.8 | -83.1% | -58.6% | -36.1% | -39.6% | -6.5% | 176.6 | 948 | -366 | 582 | 0 | 0 | n/a | n/a | 1,045 | 0.6 | n/a | n/a | 90 | 157 | 5,616 | |||||||||||
18 | Workhorse Group | WKHS | No | 9.4 | 43.0 | -78.1% | -38.4% | 14.1% | -19.4% | -5.4% | 123.9 | 1,166 | -137 | 1,029 | 3 | -58 | 354.9 | 1792% | 112 | 9.2 | 648% | n/a | 8 | 12 | 5,325 | |||||||||||
19 | Electrameccanica | SOLO | No | 3.5 | 13.6 | -74.4% | 27.5% | 5.1% | -2.0% | -6.2% | 113.0 | 393 | -248 | 145 | 1 | -40 | 145.4 | 93% | 29 | 5.0 | 694% | -7% | 4 | 12 | 1,537 | |||||||||||
20 | Lion Electric | LEV | Yes | 14.1 | 35.3 | -60.1% | n/a | -15.3% | -7.1% | -2.2% | 188.6 | 2,650 | 123 | 2,773 | 27 | -78 | 102.0 | n/a | 486 | 5.7 | 309% | n/a | 2 | 15 | 6,648 | |||||||||||
21 | Electric Last Mile | ELMS | Yes | 8.7 | 15.3 | -43.4% | n/a | -12.5% | -16.9% | 1.3% | 142.4 | 1,233 | -229 | 1,004 | 0 | 0 | n/a | n/a | 613 | 1.6 | n/a | n/a | n/a | n/a | 2,179 | |||||||||||
22 | Lightning eMotors | ZEV | Yes | 9.0 | 17.4 | -48.1% | n/a | 24.3% | 32.5% | -9.9% | 73.2 | 660 | 80 | 740 | 13 | -16 | 56.9 | n/a | 352 | 2.1 | 525% | -20% | 2 | 2 | 1,271 | |||||||||||
23 | Kandi Technologies | KNDI | No | 5.0 | 17.5 | -71.1% | -45.4% | -1.2% | -4.0% | -2.3% | 75.9 | 383 | -186 | 197 | 97 | -26 | 2.0 | -19% | n/a | n/a | n/a | 18% | 23 | 31 | 1,324 | |||||||||||
24 | Greenpower Motor | GPV.TO | No | 19.0 | 43.6 | -56.4% | 87.5% | -2.4% | -14.9% | -2.6% | 21.5 | 327 | -8 | 319 | 12 | -7 | 26.6 | -8% | 50 | 6.3 | 72% | 31% | 0.3 | 1 | 939 | |||||||||||
25 | Proterra | PTRA | Yes | 10.6 | 31.1 | -66.0% | n/a | -29.2% | -12.0% | -4.8% | 207.6 | 2,190 | -650 | 1,540 | 214 | -93 | 7.2 | n/a | 408 | 3.8 | 45% | 2% | 18 | 39 | 6,448 | |||||||||||
26 | BYD Co | BYDDY | No | 70.1 | 72.9 | -3.9% | 272.2% | 77.4% | 27.4% | -0.6% | 2,861.0 | 200,413 | 5,574 | 205,987 | 32,948 | 3,456 | 6.3 | 52% | 42,983 | 4.8 | 14% | 18% | 1,860 | 1,224 | 208,596 | |||||||||||
27 | Niu | NIU | No | 21.3 | 53.4 | -60.2% | 2.2% | -26.3% | -26.1% | -5.4% | 76.3 | 1,622 | -145 | 1,477 | 383 | 35 | 3.9 | 18% | 972 | 1.5 | 62% | 23% | 17 | 16 | 4,071 | |||||||||||
28 | Faraday Future | FFIE | Yes | 11.0 | 20.8 | -47.2% | n/a | -0.8% | -11.7% | -3.6% | 337.0 | 3,690 | -748 | 2,942 | 0 | 0 | n/a | 0 | 504 | 5.8 | n/a | n/a | n/a | n/a | 6,993 | |||||||||||
29 | Hyzon Corp | HYZN | Yes | 7.5 | 20.0 | -62.4% | n/a | -24.4% | -25.0% | 7.3% | 247.0 | 1,852 | 19.5 | 1,872 | 0 | -28 | n/a | 0 | 185 | 10.1 | n/a | n/a | n/a | 6 | 4,927 | |||||||||||
30 | Lucid Motors | LCID | Yes | 23.5 | 64.9 | -63.8% | n/a | 28.2% | 2.3% | -1.6% | 1,599.7 | 37,561 | -4,500 | 33,061 | 0 | 0 | n/a | 0 | 2,219 | 14.9 | n/a | n/a | n/a | n/a | 103,757 | |||||||||||
31 | ||||||||||||||||||||||||||||||||||||
32 | Charging | |||||||||||||||||||||||||||||||||||
33 | Blink Charging | BLNK | No | 32.5 | 64.5 | -49.6% | 193.9% | 5.7% | 3.7% | -4.7% | 42.2 | 1,370 | -193 | 1,177 | 10 | -29 | 117.7 | 129% | 29 | 40.2 | 71% | 25% | 7 | n/a | 2,719 | |||||||||||
34 | EVBox Group | TPGY | Yes | 10.4 | 34.3 | -69.6% | n/a | -25.7% | -15.4% | -2.3% | 139.0 | 1,448 | -425 | 1,023 | 83 | n/a | 12.4 | 17% | 265 | 3.9 | 79% | 24% | n/a | n/a | 4,765 | |||||||||||
35 | Nuvve | NVVE | Yes | 11.1 | 22.7 | -51.1% | n/a | n/a | 2.0% | -14.7% | 20.2 | 224 | -70 | 154 | 6 | n/a | 25.7 | 57% | 93.4 | 1.7 | 312% | 16% | n/a | n/a | 459 | |||||||||||
36 | ChargePoint | CHPT | Yes | 24.0 | 49.5 | -51.5% | n/a | 3.9% | 3.1% | -4.7% | 277.8 | 6,664 | 603 | 7,267 | 147 | -111 | 49.4 | 1% | 339 | 21.4 | 52% | 23% | -12 | 75 | 13,744 | |||||||||||
37 | Beam Global | BEEM | No | 31.3 | 75.9 | -58.8% | 141.5% | 35.5% | 6.2% | 0.0% | 8.9 | 278 | -23 | 255 | 7 | -6 | 37.0 | 37% | 22 | 11.6 | 91% | -17% | 0.3 | 0.3 | 675 | |||||||||||
38 | Fastned | FAST.AS | No | 62.0 | 111.0 | -44.1% | 453.6% | 17.0% | 8.4% | 0.0% | 17.0 | 1,244 | -68 | 1,176 | 10 | -12 | 121.6 | 63% | 38 | 31.0 | 152% | 81% | 12 | n/a | 1,888 | |||||||||||
39 | Compleo Charging | C0M.F | No | 105.5 | 116.0 | -9.1% | n/a | 44.5% | 18.8% | -0.9% | 3.9 | 485 | -27 | 458 | 41 | -8 | 11.1 | 107% | 157 | 2.9 | 125% | 24% | 1 | 6 | 452 | |||||||||||
40 | Volta | SNPR | Yes | 10.0 | 18.3 | -45.6% | n/a | n/a | 0.7% | -0.1% | 130.0 | 1,296 | -610 | 686 | 0 | 0 | n/a | n/a | 141 | 4.9 | n/a | n/a | n/a | n/a | 2,383 | |||||||||||
41 | Alfen | ALFEN.AS | No | 90.0 | 95.5 | -5.8% | 125.0% | 46.6% | 17.3% | -1.6% | 21.7 | 2,303 | -38 | 2,265 | 223 | 23 | 10.2 | 32% | 409 | 5.5 | 263% | 37% | 5.4 | n/a | 2,071 | |||||||||||
42 | EVgo | EVGO | Yes | 10.3 | 24.3 | -57.7% | n/a | -6.2% | -14.7% | -6.5% | 68.7 | 708 | 59 | 766 | 17 | -44 | 45.9 | 20% | 59 | 13.0 | 38% | -75% | 35 | n/a | 1,673 | |||||||||||
43 | ||||||||||||||||||||||||||||||||||||
44 | Batteries/ Cells | |||||||||||||||||||||||||||||||||||
45 | Plug Power | PLUG | No | 25.0 | 75.5 | -66.9% | 119.2% | 0.2% | -6.7% | -5.4% | 584.0 | 14,594 | -597 | 13,997 | -100 | -535 | -140.0 | n/a | 721 | 19.4 | 56% | n/a | 48 | 51 | 44,086 | |||||||||||
46 | QuantumScape | QS | Yes | 21.7 | 132.7 | -83.6% | n/a | -21.5% | -8.2% | -3.5% | 414.6 | 9,014 | -1,503 | 7,511 | 0 | 0 | n/a | n/a | n/a | n/a | n/a | n/a | 58 | 105 | 55,032 | |||||||||||
47 | Romeo Power | RMO | Yes | 6.6 | 38.9 | -83.1% | n/a | -10.6% | -11.9% | -4.8% | 130.5 | 858 | -279 | 579 | 8 | -52 | 77.2 | n/a | 208 | 2.8 | 335% | -155% | 2 | 10 | 5,078 | |||||||||||
48 | CBAK Energy Technology | CBAT | No | 3.2 | 11.4 | -71.9% | 285.5% | -13.7% | -18.8% | -7.0% | 79.2 | 253 | 3 | 257 | 37 | -8.5 | 6.9 | 69% | n/a | n/a | n/a | 7% | 2 | 2 | 902 | |||||||||||
49 | FuelCell Energy | FCEL | No | 6.1 | 29.4 | -79.1% | 124.9% | -22.8% | -11.5% | -8.2% | 322.4 | 1,980 | -18 | 1,962 | 69.5 | -26 | 28.2 | 17% | 119 | 16.5 | 31% | -15% | 29 | 6 | 9,492 | |||||||||||
50 | Ballard Power Systems | BLDP | No | 15.1 | 42.3 | -64.2% | 5.2% | 5.8% | -0.6% | -4.1% | 297.5 | 4,498 | -1,221 | 3,277 | 95 | -39 | 34.5 | -14% | 148 | 22.2 | 25% | 19% | 10 | 31 | 12,578 | |||||||||||
51 | Flux Power | FLUX | No | 9.7 | 22.5 | -56.8% | n/a | -3.3% | 11.1% | -0.5% | 13.0 | 126 | 1 | 127 | 24 | -12 | 5.3 | 107% | 60 | 2.1 | 58% | 21% | 1 | 6 | 293 | |||||||||||
52 | FREYR | FREY | Yes | 9.4 | 15.3 | -38.8% | n/a | n/a | n/a | -6.1% | 137.7 | 1,287 | 849 | 2,136 | 0 | 0 | n/a | n/a | 11 | 194.2 | n/a | n/a | n/a | n/a | 2,104 | |||||||||||
53 | Microvast | MVST | Yes | 11.5 | 25.2 | -54.4% | n/a | 8.6% | -13.4% | 5.3% | 300.5 | 3,450 | -601 | 2,849 | 101 | -12 | 28.2 | n/a | 460 | 6.2 | 113% | n/a | n/a | n/a | 7,573 | |||||||||||
54 | ||||||||||||||||||||||||||||||||||||
55 | Other | |||||||||||||||||||||||||||||||||||
56 | Hyliion Holdings | HYLN | Yes | 8.7 | 58.7 | -85.1% | n/a | -2.6% | -11.1% | -4.0% | 172.8 | 1,507 | -448 | 1,059 | 0 | -55 | n/a | n/a | 57 | 18.6 | n/a | n/a | 1 | 30 | 10,136 | |||||||||||
57 | XL Fleet | XL | Yes | 6.1 | 35.0 | -82.5% | n/a | -1.8% | -10.7% | -13.8% | 139.1 | 851 | -379 | 472 | 22 | -30 | 21.5 | 258% | 51 | 9.3 | 126% | 14% | 1 | 7 | 4,869 | |||||||||||
58 | ||||||||||||||||||||||||||||||||||||
59 | Aggregate | 1,161,067 | 1,135,459 | 83,835 | 13.5 | 140,950 | 8.1 | 9,455 | 5,472 | 1,706,681 | ||||||||||||||||||||||||||
60 | Peak market capitalisation | 1,706,681 | ||||||||||||||||||||||||||||||||||
61 | Losses | 545,615 | ||||||||||||||||||||||||||||||||||
62 | % | -31.97% | ||||||||||||||||||||||||||||||||||
63 | Traditional OEMs | |||||||||||||||||||||||||||||||||||
64 | General Motors | GM | 53.7 | 64.3 | -16.6% | 92.6% | -4.3% | -5.8% | -1.78% | 1,451.7 | 77,882 | 33,392 | 111,274 | 139,639 | 20,226 | 0.8 | 21% | 153,941 | 0.7 | 13% | 15% | 27,033 | 6,200 | R&D is only given in annual reports so figure is for 2020 FY | ||||||||||||
65 | Ford | F | 13.6 | 16.5 | -17.4% | 93.0% | 11.9% | -3.0% | -2.23% | 3,994.8 | 54,289 | 31,103 | 85,392 | 127,144 | 10,573 | 0.7 | 5% | 160,713 | 0.5 | 17% | 10% | 5,668 | 7,100 | |||||||||||||
66 | Stellantis | STLA | 18.6 | 18.7 | -0.7% | n/a | 18.6% | 16.2% | 0.61% | 3,131.5 | 68,746 | 34,175 | 102,921 | 134,160 | 16,553 | 0.8 | n/a | 199,026 | 0.5 | 22% | 19% | 2,885 | 6,200 | |||||||||||||
67 | Volkswagen | VOW3.F | 207.4 | 250.0 | -17.1% | 49.9% | -2.9% | -1.7% | -0.55% | 501.3 | 155,535 | 20,430 | 175,966 | 256,422 | 36,142 | 0.7 | -7% | 266,463 | 0.7 | 2% | 17% | 13,298 | 16,379 | |||||||||||||
68 | BMW | BMW.F | 82.9 | 96.3 | -13.9% | 43.1% | -2.1% | -5.2% | -0.41% | 659.7 | 63,608 | 5,490 | 69,098 | 131,087 | 20,116 | 0.5 | 12% | 139,305 | 0.5 | 3% | 18% | 6,969 | 6,711 | R&D/ Capex is only given in annual reports so figure is for 2020 FY | ||||||||||||
69 | Toyota | TM | 181.3 | 186.0 | -2.5% | 35.1% | 14.3% | 1.3% | 0.22% | 2,785.8 | 294,272 | -16,588 | 277,684 | 278,773 | 41,593 | 1.0 | 14% | 299,328 | 0.9 | 4% | 19% | 34,850 | 10,132 | R&D is only given in annual reports so figure is for 2020 FY | ||||||||||||
70 | Daimler | DAI.F | 75.8 | 80.4 | -5.6% | 79.9% | 1.9% | 3.9% | 0.04% | 1,069.8 | 112,221 | 22,441 | 134,662 | 202,191 | 26,241 | 0.7 | 9% | 213,687 | 0.6 | 3% | 21% | 6,297 | 7,630 | |||||||||||||
71 | Honda | HMC | 32.5 | 33.4 | -2.6% | 28.0% | 8.8% | 1.5% | -0.64% | 1,726.8 | 58,739 | -1,777 | 56,961 | 133,509 | 20,336 | 0.4 | 12% | 149,031 | 0.4 | 6% | 21% | 2,871 | 6,873 | |||||||||||||
72 | Nissan | NSANY | 11.2 | 12.7 | -12.5% | 44.4% | 13.2% | 8.7% | -2.11% | 3,913.1 | 23,379 | -1,579 | 21,800 | 79,360 | 3,172 | 0.3 | 0% | 86,474 | 0.3 | 4% | 15% | 11,631 | 7,338 | R&D is only given in annual reports so figure is for 2020 FY | ||||||||||||
73 | Renault | RNO.PA | 33.7 | 41.4 | -18.7% | 37.8% | -0.1% | 7.4% | -0.61% | 271.8 | 11,713 | 764 | 12,477 | 57,102 | 4,486 | 0.2 | 5% | 62,199 | 0.2 | 4% | 18% | 2,511 | 2,956 | |||||||||||||
74 | ||||||||||||||||||||||||||||||||||||
75 | Aggregate | 920,384 | ** | 1,048,236 | 1,539,388 | 0.7 | 1,730,167 | 0.6 | 114,014 | 77,519 | ||||||||||||||||||||||||||
76 | ||||||||||||||||||||||||||||||||||||
77 | Sources: Google Finance, CapIQ, Refinitiv, Company documents | |||||||||||||||||||||||||||||||||||
78 | For SPACs that have yet to merge, the figures presented are calculated from the Pro Forma figures presented in each SPAC"s investor presentation deck and will change once the mergers are completed. | |||||||||||||||||||||||||||||||||||
79 | For the OEMs, net debt has been calculated as net debt + financing debt - financing receivables. | |||||||||||||||||||||||||||||||||||
80 | **For Japenese OEMs -- Google keeps swtiching the market cap between JPY and USD values -- so if they look weird that's whats happened. | |||||||||||||||||||||||||||||||||||
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82 | FX Rates | |||||||||||||||||||||||||||||||||||
83 | CAD/USD | 0.79922 | ||||||||||||||||||||||||||||||||||
84 | EUR/USD | 1.179639 | ||||||||||||||||||||||||||||||||||
85 | CNY/USD | 0.15438293 | ||||||||||||||||||||||||||||||||||
86 | JPY/USD | 0.009125337 | ||||||||||||||||||||||||||||||||||
87 | HKD/USD | 0.12848598 | ||||||||||||||||||||||||||||||||||
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