How Does Tesla Stock Stack Up Against Its Peers?
Tesla’s stock has underperformed many peers over the past year. How does it truly measure up against rivals in the increasingly competitive EV market, which has seen some slowdowns recently? A closer look reveals robust profitability and free cash flow generation, despite recent revenue contraction. Yet, its stretched valuation may limit upside as competitors accelerate their EV rollout and as the company pivots more towards AI and robotics.
- TSLA’s 5.1% operating margin, the highest among peers, highlights its superior cost control and direct sales model in a competitive EV market.
- TSLA’s -2.9% revenue growth, lagging peers, indicates a slowdown in EV demand and impacts from aggressive price cuts.
- TSLA’s stock gained 7.5% with a 366.5 PE, reflecting investor faith in future AI/robotaxi growth despite weaker returns than peers.
Here’s how Tesla stacks up across size, valuation, and profitability versus key peers.
| TSLA | GM | F | RIVN | LCID | RUN | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 1,390.7 | 77.7 | 55.3 | 18.0 | 3.5 | 4.4 |
| Revenue ($ Bil) | 94.8 | 185.0 | 189.6 | 5.8 | 1.1 | 2.3 |
| PE Ratio | 366.5 | 28.8 | 11.7 | -5.0 | -1.5 | -1.8 |
| LTM Revenue Growth | -2.9% | -1.3% | 3.7% | 28.2% | 45.9% | 13.8% |
| LTM Operating Margin | 5.1% | 1.6% | 1.9% | -58.5% | -297.5% | -15.4% |
| LTM FCF Margin | 6.6% | 1.0% | 6.3% | -8.4% | -317.5% | -158.0% |
| 12M Market Return | 7.5% | 71.5% | 46.7% | 17.9% | -59.3% | 101.7% |
For more details on Tesla, read Buy or Sell TSLA Stock. Below we compare TSLA’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| TSLA | -2.9% | -2.9% | 0.9% | 18.8% | |
| GM | -1.3% | -1.3% | 9.1% | 9.6% | |
| F | 3.7% | – | 5.0% | 11.5% | 15.9% |
| RIVN | 28.2% | – | 12.1% | 167.4% | 2914.5% |
| LCID | 45.9% | – | 35.7% | -2.1% | 2143.3% |
| RUN | 13.8% | – | -9.8% | -2.7% | 44.2% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| TSLA | 5.1% | 5.1% | 7.9% | 9.2% | |
| GM | 1.6% | 1.6% | 6.8% | 5.4% | |
| F | 1.9% | – | 2.8% | 3.1% | 4.0% |
| RIVN | -58.5% | – | -94.3% | -129.4% | -413.5% |
| LCID | -297.5% | – | -371.4% | -516.6% | -426.5% |
| RUN | -15.4% | – | -28.1% | -36.3% | -28.5% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| TSLA | 366.5 | 382.3 | 181.1 | 52.6 | |
| GM | 28.8 | 28.8 | 9.9 | 4.8 | |
| F | 11.7 | – | 8.9 | 9.1 | -24.7 |
| RIVN | -5.0 | – | -4.2 | -2.3 | -3.2 |
| LCID | -1.5 | – | -1.0 | -2.2 | -5.4 |
| RUN | -1.8 | – | -1.4 | -1.2 | 23.9 |
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