Tearsheet

ChargePoint (CHPT)


Market Price (2/8/2026): $6.1 | Market Cap: $143.4 Mil
Sector: Consumer Discretionary | Industry: Other Specialty Retail

ChargePoint (CHPT)


Market Price (2/8/2026): $6.1
Market Cap: $143.4 Mil
Sector: Consumer Discretionary
Industry: Other Specialty Retail

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -44%
Weak multi-year price returns
2Y Excs Rtn is -125%, 3Y Excs Rtn is -166%
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -212 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -53%
1 Megatrend and thematic drivers
Megatrends include Electric Vehicles & Autonomous Driving, and Electrification of Everything. Themes include EV Charging Infrastructure, and EV Charging Infrastructure (Utility Role).
Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 17%
Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 107%
2   Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.3%
3   Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 16%
4   Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -17%
5   Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -168%
6   High stock price volatility
Vol 12M is 1528%
7   Key risks
CHPT key risks include [1] its persistent lack of profitability and strained financial health due to a history of losses and weak subscription growth and [2] intense competition from numerous rivals that threatens its market position.
0 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -44%
1 Megatrend and thematic drivers
Megatrends include Electric Vehicles & Autonomous Driving, and Electrification of Everything. Themes include EV Charging Infrastructure, and EV Charging Infrastructure (Utility Role).
2 Weak multi-year price returns
2Y Excs Rtn is -125%, 3Y Excs Rtn is -166%
3 Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 17%
4 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -212 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -53%
5 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 107%
6 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.3%
7 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 16%
8 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -17%
9 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -168%
10 High stock price volatility
Vol 12M is 1528%
11 Key risks
CHPT key risks include [1] its persistent lack of profitability and strained financial health due to a history of losses and weak subscription growth and [2] intense competition from numerous rivals that threatens its market position.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

ChargePoint (CHPT) stock has lost about 45% since 10/31/2025 because of the following key factors:

1. Continued Doubts Regarding Profitability and Persistent Cash Burn.

Despite reporting a record high non-GAAP gross margin of 33% and a significant reduction in debt by $172 million (over 50% of outstanding debt) in November 2025, ChargePoint has continued to face skepticism about its path to profitability. Analysts noted the company's delay in achieving EBITDA breakeven in the fourth fiscal quarter and its consistent "burning through cash," leading to concerns about its long-term financial stability. Even with improved cash usage in Q3 FY2026, the prospect of further cash burn in the subsequent quarter raised alarms about a potential net debt position.

2. Weakening EV Market Demand and Macroeconomic Headwinds.

The broader electric vehicle (EV) market experienced a slowdown in growth and a "reality check" in 2025, marked by increased price sensitivity, challenges in infrastructure reliability, and evolving real-world ownership experiences. This uncertainty in underlying EV demand growth directly impacted the outlook for EV charging infrastructure providers like ChargePoint. Furthermore, potential policy shifts, such as proposed changes to fuel efficiency standards and the phase-out of certain EV tax credits, contributed to a negative sentiment in the EV sector, clouding ChargePoint's future revenue prospects.

Show more

Stock Movement Drivers

Fundamental Drivers

The -43.6% change in CHPT stock from 10/31/2025 to 2/7/2026 was primarily driven by a -43.7% change in the company's P/S Multiple.
(LTM values as of)103120252072026Change
Stock Price ($)10.806.09-43.6%
Change Contribution By: 
Total Revenues ($ Mil)3984041.5%
P/S Multiple0.60.4-43.7%
Shares Outstanding (Mil)2324-1.3%
Cumulative Contribution-43.6%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 2/7/2026
ReturnCorrelation
CHPT-43.6% 
Market (SPY)1.3%39.3%
Sector (XLY)-1.6%27.3%

Fundamental Drivers

The -33.7% change in CHPT stock from 7/31/2025 to 2/7/2026 was primarily driven by a -31.5% change in the company's P/S Multiple.
(LTM values as of)73120252072026Change
Stock Price ($)9.196.09-33.7%
Change Contribution By: 
Total Revenues ($ Mil)408404-1.0%
P/S Multiple0.50.4-31.5%
Shares Outstanding (Mil)2324-2.3%
Cumulative Contribution-33.7%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 2/7/2026
ReturnCorrelation
CHPT-33.7% 
Market (SPY)9.6%42.2%
Sector (XLY)6.8%36.0%

Fundamental Drivers

The -68.4% change in CHPT stock from 1/31/2025 to 2/7/2026 was primarily driven by a -63.5% change in the company's P/S Multiple.
(LTM values as of)13120252072026Change
Stock Price ($)19.246.09-68.4%
Change Contribution By: 
Total Revenues ($ Mil)431404-6.3%
P/S Multiple1.00.4-63.5%
Shares Outstanding (Mil)2224-7.4%
Cumulative Contribution-68.4%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2025 to 2/7/2026
ReturnCorrelation
CHPT-68.4% 
Market (SPY)15.8%1.5%
Sector (XLY)2.3%4.4%

Fundamental Drivers

The -97.5% change in CHPT stock from 1/31/2023 to 2/7/2026 was primarily driven by a -96.6% change in the company's P/S Multiple.
(LTM values as of)13120232072026Change
Stock Price ($)242.806.09-97.5%
Change Contribution By: 
Total Revenues ($ Mil)3954042.3%
P/S Multiple10.40.4-96.6%
Shares Outstanding (Mil)1724-27.7%
Cumulative Contribution-97.5%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2023 to 2/7/2026
ReturnCorrelation
CHPT-97.5% 
Market (SPY)76.2%2.9%
Sector (XLY)62.5%5.0%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
CHPT Return-52%-50%-75%-54%-69%-16%-99%
Peers Return-18%-46%-12%-10%-30%-6%-77%
S&P 500 Return27%-19%24%23%16%-1%81%

Monthly Win Rates [3]
CHPT Win Rate25%42%25%33%33%0% 
Peers Win Rate44%38%46%44%44%38% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
CHPT Max Drawdown-56%-57%-80%-54%-97%-16% 
Peers Max Drawdown-41%-61%-54%-54%-49%-6% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-1% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: EVGO, BLNK, TSLA, BEEM.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/6/2026 (YTD)

How Low Can It Go

Unique KeyEventCHPTS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-95.8%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven2292.5%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-21.0%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven26.5%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven7 days148 days

Compare to EVGO, BLNK, TSLA, BEEM

In The Past

ChargePoint's stock fell -95.8% during the 2022 Inflation Shock from a high on 1/12/2021. A -95.8% loss requires a 2292.5% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About ChargePoint (CHPT)

ChargePoint Holdings, Inc. provides electric vehicle (EV) charging networks and charging solutions in the United States and internationally. It offers a portfolio of hardware, software, and services for commercial, fleet, and residential customers. The company was founded in 2007 and is headquartered in Campbell, California.

AI Analysis | Feedback

1. The Chevron or ExxonMobil for electric vehicles, providing the charging 'fueling stations'.

2. The Cisco for EV charging networks, supplying the hardware and software to manage charging infrastructure.

AI Analysis | Feedback

  • EV Charging Stations: A range of AC and DC fast chargers for residential, commercial, fleet, and public use.
  • Charging Network Software: A cloud-based platform for managing charging stations, user access, payments, and energy management.
  • Network and Support Services: Installation, activation, ongoing maintenance, and customer support for charging infrastructure.

AI Analysis | Feedback

ChargePoint (CHPT) primarily sells its electric vehicle (EV) charging hardware, software, and services to other companies (B2B) rather than directly to individual consumers.

ChargePoint serves a highly diverse and fragmented customer base, spanning thousands of businesses, property owners, and fleet operators globally. Due to this broad distribution across various industries, ChargePoint typically does not disclose a few specific "major customers" that account for a significant portion of its revenue in the way a supplier might to a single large manufacturer. Instead, its customer base is characterized by widespread adoption across many types of entities.

While specific revenue concentrations for individual customers are not publicly disclosed, examples of public companies that utilize ChargePoint's solutions for their operations or properties include:

  • Ryder System, Inc. (R): As a leading logistics and fleet management company, Ryder uses ChargePoint solutions to power its electric vehicle fleets and support its fleet electrification initiatives across its facilities.
  • Simon Property Group (SPG): A prominent real estate investment trust (REIT), Simon Property Group deploys ChargePoint charging stations across its extensive portfolio of shopping malls, premium outlets, and other retail properties to provide charging services for its patrons and tenants.

Beyond these specific examples, ChargePoint's major customer categories, representing the types of businesses that are its primary customers, include:

  • Commercial Workplaces: Companies and enterprises installing charging stations for their employees and visitors as a workplace amenity.
  • Fleet Operators: Businesses, logistics companies, and government agencies transitioning their vehicle fleets (e.g., delivery, transit, service vehicles) to electric, requiring dedicated depot and on-route charging infrastructure.
  • Retail and Hospitality: Stores, restaurants, hotels, entertainment venues, and other destination sites offering EV charging as an amenity to attract and serve customers.
  • Multi-Family Dwellings (MFDs): Apartment complexes and condominium associations providing charging options for residents to support EV adoption in residential settings.
  • Government and Municipalities: Public sector entities deploying charging infrastructure for public access, city fleets, and municipal buildings.
  • Automotive Original Equipment Manufacturers (OEMs): While often partners for integrated charging solutions for their drivers, some OEMs and their dealership networks also purchase ChargePoint solutions for their own facilities (e.g., employee charging, customer charging at dealerships).

AI Analysis | Feedback

Flex Ltd. (FLEX)

Celestica Inc. (CLS)

AI Analysis | Feedback

Rick Wilmer, President and Chief Executive Officer

Rick Wilmer joined ChargePoint as Chief Operating Officer in July 2022 and was appointed President and Chief Executive Officer in November 2023. His career spans over 30 years in global technology, operations, and customer support. Prior to ChargePoint, he served as CEO of Chowbotics, which was acquired by DoorDash. He also held CEO positions at Pliant Technology, Leyden Energy, and Mojo Networks. His background includes experience in the data storage and data networking industries.

Mansi Khetani, Chief Financial Officer

Mansi Khetani was appointed Chief Financial Officer of ChargePoint in July 2024, having served as interim CFO since November 2023. She has been with ChargePoint since 2018, initially leading the Financial Planning and Analysis efforts. Her extensive experience encompasses financial planning, corporate development, mergers & acquisitions, and investment banking. Before joining ChargePoint, Ms. Khetani held senior corporate positions at Gainsight and Rocket Fuel, and senior investment banking roles at Piper Jaffray and Merrill Lynch.

Ash Chowdappa, Chief Development Officer, Software

Ash Chowdappa joined ChargePoint as Chief Development Officer for Software in July 2024, overseeing the Software team across all regions, products, and segments. He is a seasoned technology veteran with nearly 25 years of experience in customer and field-facing business leadership roles, and a track record of formulating product strategy from inception to launch. Previously, he was SVP of Software at HPE Aruba Networks for the Cloud, Security & Network infrastructure portfolio.

Hossein Kazemi, Chief Technical Officer, Hardware

Hossein Kazemi has more than 25 years of experience in the energy industry. He has led the design, development, compliance, and manufacture of high-power, high-voltage electronics equipment for various energy applications. Prior to joining ChargePoint in 2019, Mr. Kazemi led the design, development, and manufacture of BMS, DC to DC converter, and software for Primus Power's flow battery technology, and also held leadership positions at Schneider Electric and GreenVolts.

Jagdeep Singh, Chief Customer Experience Officer

Jagdeep Singh has served as ChargePoint's Chief Customer Experience Officer since March 2024, after being Senior Vice President Customer Services from October 2022 to February 2024. Before joining ChargePoint, Mr. Singh was Senior Vice President and General Manager of Global Customer Services at Hewlett Packard Enterprise from May 2015 to October 2022, where he managed Global Support, Professional Services, Managed Services, and Customer Success.

AI Analysis | Feedback

ChargePoint (CHPT) faces several key risks to its business operations and financial health. The most significant risks include the company's ongoing struggle with profitability, intense competition within the electric vehicle (EV) charging market, and the inherent market volatility tied to EV adoption rates.

The foremost risk for ChargePoint is its persistent lack of profitability and strained financial health. The company has a history of losses and negative cash flows, with weak subscription growth and high operating expenses consistently exceeding gross profits. Despite cost-cutting measures and strategic reorganizations, ChargePoint has yet to establish a clear path to profitability, raising concerns about the long-term viability of its business model.

Secondly, ChargePoint operates in a highly competitive market. It faces significant pressure from numerous rivals, including established players like Tesla, EVgo, and Blink Charging, as well as industrial giants such as Siemens and ABB, all vying for market share in the rapidly evolving EV charging infrastructure space. This intense competition can lead to pricing pressures and make it challenging for ChargePoint to maintain or expand its market position.

Finally, market volatility and the pace of EV adoption pose a substantial risk. ChargePoint's success is heavily dependent on the widespread acceptance and adoption of electric vehicles and the corresponding demand for charging stations. Slower-than-anticipated EV uptake, coupled with factors like delays in infrastructure funding or permitting, can directly impact ChargePoint's revenue and growth prospects.

AI Analysis | Feedback

The clear emerging threat to ChargePoint is the increasing control and integration of electric vehicle (EV) charging infrastructure and services by EV manufacturers themselves. This trend manifests in two primary ways:

  • Expansion of OEM-owned or preferred charging networks: Several major automotive manufacturers, such as Mercedes-Benz, BMW, and Stellantis (Free2move Charge), are actively investing in and building out their own high-power charging networks or forming exclusive partnerships to provide a seamless charging experience specifically for their customers. This directly competes with agnostic third-party networks like ChargePoint for customer loyalty and charging sessions.
  • Widespread adoption of the North American Charging Standard (NACS) and access to Tesla's Supercharger network: A growing number of major EV manufacturers (including Ford, General Motors, Rivian, Volvo, Polestar, Nissan, Mercedes-Benz, Hyundai, Kia, BMW, Subaru, Toyota, Stellantis, Honda, Volkswagen, Jaguar Land Rover, Lucid, VinFast) have announced their intention to adopt NACS. This development effectively opens up Tesla's well-established and highly reliable Supercharger network to a vast majority of new EVs, providing a powerful, integrated alternative that many OEMs are now endorsing and making available to their customers. This strengthens Tesla's charging ecosystem as a de facto industry standard for many drivers, potentially reducing the demand for other third-party networks.

These trends indicate a strategic shift where EV manufacturers are asserting greater control over the entire charging ecosystem, aiming to offer an integrated experience that rivals or bypasses independent charging network providers.

AI Analysis | Feedback

ChargePoint (CHPT) operates in the electric vehicle (EV) charging infrastructure market, offering a comprehensive suite of hardware (AC and DC chargers), software (cloud services, network management), and services (subscriptions, maintenance, transaction processing) for residential, commercial, and fleet applications. The addressable markets for ChargePoint's main products and services are substantial, with significant growth projected across global, North American, and European regions:

Global Market

The global electric vehicle (EV) charging infrastructure market was estimated at USD 37.98 billion in 2024. This market is forecasted to increase from USD 47.61 billion in 2025 to approximately USD 415.58 billion by 2034, demonstrating a compound annual growth rate (CAGR) of 27% from 2025 to 2034. Other estimates project the global EV charging station market to reach USD 215.4 billion by 2032 with a CAGR of 30.5% from a 2024 valuation of USD 25.6 billion. Another source reports a global market size of USD 15.57 billion in 2024, projected to reach USD 96.88 billion by 2032 at a CAGR of 27.0%. The global electric vehicle charging infrastructure market size was also estimated at USD 32.26 billion in 2024 and is projected to reach USD 125.39 billion by 2030, growing at a CAGR of 25.5% from 2025 to 2030.

North American Market

The North America electric vehicle charging stations market was valued at USD 3.30 billion in 2024 and is estimated to grow to USD 39.61 billion by 2033, with a CAGR of 31.8% from 2025 to 2033. Another projection indicates the North America Electric Vehicle Charging Stations Market is expected to reach USD 17.6 billion by 2030, at a CAGR of 26.8% from 2023 to 2030. The North America Electric Vehicle Supply Equipment (EVSE) market is anticipated to reach USD 48.29 billion by 2032, recording a CAGR of 19.6% from 2023 to 2032. North America holds a significant share, accounting for nearly 49% of the global EV charging infrastructure market, with a projected CAGR of 36.6% through 2030. The North America DC Charger market specifically was valued at USD 842.3 million in 2024 and is projected to reach USD 26,152.5 million by 2040, exhibiting a CAGR of 24.0% from 2025 to 2040.

European Market

The electric vehicle charger and charging station market in Europe generated a revenue of USD 3,557.5 million in 2023. This market is expected to reach a projected revenue of USD 13,532.9 million by 2030, growing at a CAGR of 21% from 2024 to 2030. Europe accounted for 14.4% of the global electric vehicle charger and charging station market in 2023. Other data indicates the Europe electric vehicle charging station market was valued at USD 10.8 billion in 2024 and is estimated to reach USD 144.9 billion by 2034, growing at a CAGR of 29.3% from 2025 to 2034. The European EV charging stations market is also expected to reach USD 61.73 billion by 2029, growing at a CAGR of 34.7% from 2022.

AI Analysis | Feedback

ChargePoint (CHPT) is expected to drive future revenue growth over the next 2-3 years through several key initiatives:
  • Growth in Subscription Revenue: ChargePoint consistently highlights the healthy growth of its subscription revenue, which represented 37% of total revenue in Q3 2025 and 40.5% in Q2 2025, growing 19% year-over-year in Q3 2025 and 10% year-over-year in Q2 2026. The company's business model emphasizes recurring revenue from its comprehensive portfolio of hardware, software, and services for commercial, fleet, and residential customers. This ongoing growth in subscriptions is a significant factor in ChargePoint's revenue strategy.
  • New Product Introductions and Innovation: ChargePoint anticipates revenue upside from the introduction of new hardware, including its new AC hardware and the modular Express DC fast charging architecture. This new DC fast charging architecture, developed in collaboration with Eaton, is expected to "change the economics of DC fast charging for the industry." Additionally, the new Flex AC product line is also designed to contribute to future growth.
  • Strategic Partnerships: The operationalization and growth stemming from strategic partnerships, notably with Eaton, are identified as future revenue drivers. The collaboration with Eaton includes a new modular Express DC fast charging architecture with end-to-end power infrastructure, featuring vehicle-to-grid (V2G) capabilities. ChargePoint has already recorded initial revenue deals from this go-to-market relationship. A collaboration with General Motors to accelerate EV charging infrastructure growth in North America by installing hundreds of ultra-fast charging ports in 2025 is also expected to contribute.
  • Expansion in European Markets: ChargePoint has a growing presence in Europe, and improved performance in this region is expected to contribute to revenue growth. Europe accounted for 17% of Q3 2025 revenue, and continued expansion and market penetration there remain a key focus for the company.
  • Improved Station Uptime and Customer Satisfaction: While not a direct revenue line item, ChargePoint's focus on operational excellence, including initiatives like the new tool to improve station uptime, directly enhances customer satisfaction. Increased reliability and customer support capabilities are winning deals over competitors, which in turn can lead to higher utilization of charging stations, increased transaction fees, and greater customer retention for both hardware and recurring subscription services.

AI Analysis | Feedback

Share Issuance

  • ChargePoint went public in February 2021 through a business combination with Switchback Energy Acquisition Corporation, a special purpose acquisition company (SPAC).
  • The SPAC transaction raised approximately $480 million in net proceeds for ChargePoint.

Inbound Investments

  • Vanguard Group Inc. acquired 38,169,053 shares of ChargePoint on September 30, 2024, for $1.37 per share, significantly increasing its stake in the company.
  • As of November 8, 2025, 37.77% of ChargePoint's stock is owned by institutional investors.
  • During the previous two years, major institutional investors included Vanguard Group Inc. ($33.11M), State Street Corp ($14.11M), and Norges Bank ($9.73M).

Outbound Investments

  • ChargePoint has made a total of 3 acquisitions, with two notable ones in 2021.
  • In July 2021, ChargePoint acquired has·to·be, a European e-mobility technology provider, for approximately €250 million in cash and stock to strengthen its presence in Europe.
  • In August 2021, ChargePoint acquired ViriCiti, an Amsterdam-based provider of cloud-based energy management and analytics solutions for electric buses and trucks, for $87.9 million.

Capital Expenditures

  • Over the past five years, ChargePoint's average capital expenditure (CapEx) has been $15.18 million, with a median of $16.85 million.
  • The company's highest CapEx in the last five years was $21.21 million, recorded on March 31, 2023.
  • Cash flow for capital expenditures for the trailing twelve months ended July 2025 was -$7.13 million, with quarterly capital expenditures reported at $1.3 million for July 2025.

Better Bets vs. ChargePoint (CHPT)

Latest Trefis Analyses

Title
0ARTICLES

Trade Ideas

Select ideas related to CHPT.

Unique Key

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

CHPTEVGOBLNKTSLABEEMMedian
NameChargePo.EVgo Blink Ch.Tesla Beam Glo. 
Mkt Price6.093.230.70411.111.503.23
Mkt Cap0.10.40.11,328.30.00.1
Rev LTM40433310694,82728333
Op Inc LTM-212-133-784,849-19-78
FCF LTM-70-123-486,220-7-48
FCF 3Y Avg-209-151-754,719-9-75
CFO LTM-64-32-4414,747-6-32
CFO 3Y Avg-196-22-6714,309-8-22

Growth & Margins

CHPTEVGOBLNKTSLABEEMMedian
NameChargePo.EVgo Blink Ch.Tesla Beam Glo. 
Rev Chg LTM-6.3%39.2%-22.4%-2.9%-54.6%-6.3%
Rev Chg 3Y Avg3.6%138.1%50.8%5.6%56.6%50.8%
Rev Chg Q6.1%36.7%11.4%-3.1%-49.6%6.1%
QoQ Delta Rev Chg LTM1.5%8.0%2.7%-0.8%-17.1%1.5%
Op Mgn LTM-52.5%-40.0%-73.7%5.1%-69.4%-52.5%
Op Mgn 3Y Avg-66.7%-69.9%-74.8%7.4%-41.0%-66.7%
QoQ Delta Op Mgn LTM6.8%2.5%8.6%0.0%-30.3%2.5%
CFO/Rev LTM-15.9%-9.6%-41.3%15.6%-21.2%-15.9%
CFO/Rev 3Y Avg-40.4%-11.0%-55.4%14.8%-18.2%-18.2%
FCF/Rev LTM-17.2%-36.9%-45.4%6.6%-25.6%-25.6%
FCF/Rev 3Y Avg-43.2%-80.7%-62.2%4.9%-20.7%-43.2%

Valuation

CHPTEVGOBLNKTSLABEEMMedian
NameChargePo.EVgo Blink Ch.Tesla Beam Glo. 
Mkt Cap0.10.40.11,328.30.00.1
P/S0.41.30.714.01.01.0
P/EBIT-0.7-3.4-0.4236.5-0.9-0.7
P/E-0.6-8.8-0.6350.1-0.9-0.6
P/CFO-2.2-13.6-1.790.1-4.5-2.2
Total Yield-163.9%-11.4%-165.3%0.3%-110.4%-110.4%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-572.3%-38.9%-54.8%0.4%-17.0%-38.9%
D/E2.30.60.10.00.10.1
Net D/E1.10.2-0.2-0.0-0.1-0.0

Returns

CHPTEVGOBLNKTSLABEEMMedian
NameChargePo.EVgo Blink Ch.Tesla Beam Glo. 
1M Rtn-13.4%3.5%-10.0%-5.7%-13.3%-10.0%
3M Rtn-37.7%-5.6%-55.8%-4.3%-34.2%-34.2%
6M Rtn-45.0%-6.6%-18.8%24.7%-29.2%-18.8%
12M Rtn-62.6%4.5%-35.0%13.7%-41.4%-35.0%
3Y Rtn-97.5%-50.5%-94.0%104.2%-91.1%-91.1%
1M Excs Rtn-13.2%3.7%-6.7%-4.9%-10.3%-6.7%
3M Excs Rtn-42.3%-16.8%-59.2%-13.0%-37.6%-37.6%
6M Excs Rtn-51.3%-16.8%-31.7%18.2%-42.1%-31.7%
12M Excs Rtn-81.3%-18.2%-53.3%-5.7%-55.3%-53.3%
3Y Excs Rtn-165.8%-121.7%-163.3%58.3%-159.9%-159.9%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil2025202420232022
Single segment507   
Networked charging systems 36417492
Other 191414
Subscriptions 855441
Total507468241146


Price Behavior

Price Behavior
Market Price$6.09 
Market Cap ($ Bil)0.1 
First Trading Date09/16/2019 
Distance from 52W High-65.1% 
   50 Days200 Days
DMA Price$7.29$10.49
DMA Trenddowndown
Distance from DMA-16.4%-41.9%
 3M1YR
Volatility74.8%1,534.5%
Downside Capture502.30-46.14
Upside Capture179.95-137.44
Correlation (SPY)29.5%1.6%
CHPT Betas & Captures as of 1/31/2026

 1M2M3M6M1Y3Y
Beta1.402.372.322.581.171.66
Up Beta-1.41-6.33-2.790.361.621.75
Down Beta1.831.471.613.1812.047.16
Up Capture37%313%209%218%-46%10%
Bmk +ve Days11223471142430
Stock +ve Days8142155114310
Down Capture319%531%415%286%-38%112%
Bmk -ve Days9192754109321
Stock -ve Days12273969135414

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CHPT
CHPT-67.1%1,528.4%0.89-
Sector ETF (XLY)3.7%24.2%0.094.4%
Equity (SPY)15.4%19.4%0.611.5%
Gold (GLD)73.9%24.8%2.19-3.5%
Commodities (DBC)8.9%16.6%0.346.8%
Real Estate (VNQ)4.6%16.5%0.10-9.1%
Bitcoin (BTCUSD)-27.1%44.7%-0.572.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CHPT
CHPT-62.1%687.3%0.32-
Sector ETF (XLY)8.1%23.7%0.306.6%
Equity (SPY)14.4%17.0%0.684.7%
Gold (GLD)21.4%16.9%1.03-0.9%
Commodities (DBC)11.5%18.9%0.493.6%
Real Estate (VNQ)5.0%18.8%0.170.3%
Bitcoin (BTCUSD)16.1%58.0%0.493.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CHPT
CHPT-29.3%609.2%0.33-
Sector ETF (XLY)13.5%21.9%0.565.7%
Equity (SPY)15.4%17.9%0.743.7%
Gold (GLD)15.7%15.5%0.84-0.9%
Commodities (DBC)8.0%17.6%0.373.5%
Real Estate (VNQ)6.0%20.7%0.250.5%
Bitcoin (BTCUSD)68.7%66.7%1.082.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date1152026
Short Interest: Shares Quantity4.0 Mil
Short Interest: % Change Since 123120252.9%
Average Daily Volume0.5 Mil
Days-to-Cover Short Interest8.9 days
Basic Shares Quantity23.5 Mil
Short % of Basic Shares17.1%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
12/4/202522.4%8.3%-17.8%
9/3/2025-5.5%-6.6%5.0%
6/4/2025-22.5%-10.0%-20.0%
3/4/20259.6%2.9%-5.5%
12/4/202410.7%5.7%-1.6%
9/4/2024-17.8%-20.7%-19.5%
6/5/20245.8%4.6%7.5%
3/5/2024-3.5%-8.5%-9.0%
...
SUMMARY STATS   
# Positive786
# Negative121113
Median Positive9.6%7.6%7.3%
Median Negative-6.2%-10.0%-15.7%
Max Positive22.4%24.2%41.3%
Max Negative-35.5%-34.8%-41.1%

SEC Filings

Expand for More
Report DateFiling DateFiling
10/31/202512/05/202510-Q
07/31/202509/08/202510-Q
04/30/202506/06/202510-Q
01/31/202503/28/202510-K
10/31/202412/06/202410-Q
07/31/202409/09/202410-Q
04/30/202406/06/202410-Q
01/31/202404/01/202410-K
10/31/202312/08/202310-Q
07/31/202309/11/202310-Q
04/30/202306/08/202310-Q
01/31/202304/03/202310-K
10/31/202212/08/202210-Q
07/31/202209/08/202210-Q
04/30/202206/07/202210-Q
01/31/202204/04/202210-K

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Batill, EricGeneral CounselDirectSell122320256.982,97620,784567,834Form
2Singh, Jagdeep CaCCXODirectSell122320256.994,83233,754870,594Form
3Khetani, MansiCFODirectSell122320256.993,94327,545910,690Form
4Vice, John DavidCRODirectSell122320256.999196,425857,854Form
5Batill, EricGeneral CounselDirectSell924202511.272,05823,197949,965Form