Where Does Tesla Stock Rank Among Competitors?
Tesla‘s stock has largely underperformed key peers over the past year. As of December 15, 2025, how does it measure up against rivals like GM, Ford, and Rivian in the rapidly evolving EV and autonomous driving market? A closer look reveals robust profitability and free cash flow generation but also struggling revenue growth and a significantly elevated valuation, hinting at limited upside if competition intensifies or market momentum shifts.
- TSLA’s 5.1% operating margin, a dip from prior highs due to price cuts, lags PCAR’s 11.4%, boosted by strong truck demand and parts business.
- TSLA’s -1.6% revenue growth, hit by price cuts & increased competition, lags EV peers RIVN’s strong deliveries, but beats PCAR/OSK facing market shifts.
- TSLA stock gained 9.0% with a 282.6 PE, reflecting AI/robotics growth bets; yet, peers like RIVN saw stronger returns from delivery growth & software revenue.
Here’s how Tesla stacks up across size, valuation, and profitability versus key peers.
| TSLA | GM | F | PCAR | RIVN | OSK | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 1,533.8 | 77.4 | 54.4 | 59.4 | 22.8 | 8.3 |
| Revenue ($ Bil) | 95.6 | 187.4 | 189.6 | 29.5 | 5.8 | 10.3 |
| PE Ratio | 282.6 | 18.9 | 10.1 | 19.2 | -5.0 | 12.5 |
| LTM Revenue Growth | -1.6% | 2.6% | 3.7% | -15.2% | 28.2% | -2.5% |
| LTM Operating Margin | 5.1% | 4.3% | 1.9% | 11.4% | -58.5% | 9.3% |
| LTM FCF Margin | 7.1% | -0.9% | 6.3% | 10.8% | -8.4% | 7.3% |
| 12M Market Return | 9.0% | 57.7% | 41.1% | 4.2% | 30.1% | 32.3% |
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
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| TSLA | -1.6% | 0.9% | 18.8% | 51.4% |
| GM | 2.6% | 9.1% | 9.6% | 23.4% |
| F | 3.7% | 5.0% | 11.5% | 15.9% |
| PCAR | -15.2% | -4.2% | 21.9% | 22.5% |
| RIVN | 28.2% | 12.1% | 167.4% | 2914.5% |
| OSK | -2.5% | 11.1% | 16.6% | 7.0% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| TSLA | 5.1% | 7.9% | 9.2% | 17.0% |
| GM | 4.3% | 6.8% | 5.4% | 6.6% |
| F | 1.9% | 2.8% | 3.1% | 4.0% |
| PCAR | 11.4% | 14.5% | 16.9% | 12.8% |
| RIVN | -58.5% | -94.3% | -129.4% | -413.5% |
| OSK | 9.3% | 9.9% | 8.7% | 4.6% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| TSLA | 282.6 | 181.1 | 52.6 | 30.6 |
| GM | 18.9 | 9.9 | 4.8 | 4.9 |
| F | 10.1 | 6.7 | 11.2 | -23.6 |
| PCAR | 19.2 | 13.1 | 11.1 | 11.4 |
| RIVN | -5.0 | -2.8 | -4.1 | -2.5 |
| OSK | 12.5 | 9.1 | 11.9 | 33.3 |
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