FT Alphaville’s Electric Vehicle Bubble Watch v15 - Google Sheets JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload. FT Alphaville’s Electric Vehicle Bubble Watch v15        Share Sign in The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss File Edit View Insert Format Data Tools Form Add-ons Help Accessibility Unsaved changes to Drive See new changes                     Accessibility     View only               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 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. 81 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 88 89 90 91 92 93 94 95 96 97 98 99 100 Quotes are not sourced from all markets and may be delayed up to 20 minutes. 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