BYD vs Tesla: A Valuation Approach

Anthony Tran • Posted 2 weeks ago

An ordinary person of humble background. In my salad days, I ventured into the sports journalism field, later navigating the fund industry, wielding the pen for investment, and eventually took on a research analyst role at a securities firm. Though being a Chartered Financial Analyst (CFA), studied cognitive science and journalism at university, and trained independently in triathlon and program trading, all these are but fleeting pursuits.

Investing in the stock market, very often, doesn’t require an advanced degree in finance or mastery of complex financial models. By applying straightforward logic, anyone can spot opportunities obscured by market storytelling. A direct comparison of the world’s top two electric vehicle (EV) manufacturers—China’s BYD and America’s Tesla—reveals how speculative fervor can create value investment opportunities.

Both companies lead the global EV market, with BYD and Tesla racing head-to-head in battery electric vehicle production in 2024 (1.76 million vs. Tesla’s 1.79 million), making them prime candidates for an apples-to-apples comparison.

The opinion of the article writer does not represent our media's view.