Inspecting NIO

oldwen
2021-09-17

$NIO Inc.(NIO)$ lis becoming a household name in China. With Investors coining it with the name "Telsa of China", NIO share price has seen a 2 fold increase in just the past year. It is no doubt that NIO is an absolute sleeping tiger that will one day dominate the EV market in China. However, how has it numbers compared to the World's Greatest EV maker,$Tesla Motors(TSLA)$?

Market Cap.

NIO market cap sits at $62B while Tesla's market cap sits

at a staggering $750B as of writing.

EPS.

NIO is currently still unprofitable with an EPS of -0.88 while Tesla is at EPS of 1.90

2021 Q2 Delivery numbers.

NIO deliveries sit at 21,896 while Tesla had almost 10 times NIO’s number at 201,250

2021 Q2 Revenue.

NIO has $1.308B Tesla has $11.96B

Although the technology used by Tesla and NIO are different, the demand for EV all around the world is the perfect condition to cause exponential growth in both companies. I believe that NIO’s slight advantage over Tesla is being able to target its products towards its local citizens and their country of origin, China, much better than Tesla could.

Battery swapping technology is more viable in China compared to charging stations due to the infrastructure constraints that China has. Households in China are not able to install their own EV charging station in the comfort of their homes and might hinder Tesla’s growth throughout China. The trade tensions between China and US definitely does not help with Tesla’s penetration into China.

In conclusion, NIO, in my opinion will grow to be one of China’s biggest companies and see its value multiply in 5-10 years. Or perhaps even sooner. 

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Comments

  • 不看不亏
    2021-09-18
    不看不亏
    我觉得如果蔚来能把公关的投入拿给研发的话会更好,公关太糟糕了
  • 抄底反弹
    2021-09-18
    抄底反弹
    由于客观原因,特斯拉之后的中国市场还不知道能不能进来呢,看好蔚来
  • 维克多1
    2021-09-18
    维克多1
    比特斯拉肯定还是比不过的,朝着别人的脚步稳步前进就行了
  • 此时不买更待何时
    2021-09-18
    此时不买更待何时
    蔚来下一季度如果再不好好表现的话,真的不行了,市场已经很包容了
  • XD绿意盎然
    2021-09-18
    XD绿意盎然
    感觉现在是不是个好机会啊?有点想买蔚来了
  • 霎风雨
    2021-09-18
    霎风雨
    不知道为啥,蔚来这个NIO我总想念成牛哈哈哈哈,这就是预兆吧
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