How Does Tesla Stock Stack Up Against Its Peers?
Tesla‘s stock has delivered solid gains over the past year, yet how does it truly stack up against peers navigating the evolving EV and renewable energy landscape? A deeper dive reveals strong profitability but also recent revenue contraction and an elevated valuation, contrasting with competitors showcasing growth and more tempered price-to-earnings metrics.
- TSLA has the highest operating margin among peers at 5.1%, reflecting superior operational efficiency and vertical integration.
- TSLA’s revenue growth of -2.9% in the last 12 months is negative, lagging peers due to price cuts and intense EV market competition.
- TSLA’s stock gained 40.5% but lags peers, its 347.9 PE signaling high future growth bets in AI and robotics.
Here’s how Tesla stacks up across size, valuation, and profitability versus key peers.
| TSLA | GM | F | RIVN | LCID | RUN | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 1,320.1 | 74.7 | 57.4 | 19.2 | 3.3 | 4.7 |
| Revenue ($ Bil) | 94.8 | 185.0 | 187.3 | 5.4 | 1.1 | 2.3 |
| PE Ratio | 347.9 | 27.7 | -7.0 | -5.3 | -1.4 | -1.9 |
| LTM Revenue Growth | -2.9% | -1.3% | 1.2% | 8.4% | 45.9% | 13.8% |
| LTM Operating Margin | 5.1% | 1.6% | -4.9% | -66.5% | -297.5% | -15.4% |
| LTM FCF Margin | 6.6% | 1.0% | 6.7% | -46.2% | -317.5% | -158.0% |
| 12M Market Return | 40.5% | 68.4% | 60.0% | 36.9% | -53.0% | 143.4% |
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 | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| TSLA | -2.9% | -2.9% | 0.9% | 18.8% | |
| GM | -1.3% | -1.3% | 9.1% | 9.6% | |
| F | 1.2% | 1.2% | 5.0% | 11.5% | |
| RIVN | 8.4% | 8.4% | 12.1% | 167.4% | |
| 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 | -4.9% | -4.9% | 2.8% | 3.1% | |
| RIVN | -66.5% | -66.5% | -94.3% | -129.4% | |
| 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 | 347.9 | 382.3 | 181.1 | 52.6 | |
| GM | 27.7 | 28.8 | 9.9 | 4.8 | |
| F | -7.0 | -6.4 | 6.7 | 11.2 | |
| RIVN | -5.3 | -6.4 | -2.8 | -4.1 | |
| LCID | -1.4 | – | -1.0 | -2.2 | -5.4 |
| RUN | -1.9 | – | -1.4 | -1.2 | 23.9 |
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