Added to YB: 2026-01-27
Pitch date: 2026-01-24
BYDDY [neutral]
BYD Company Limited
-2.1%
current return
Author Info
No bio for this author
Company Info
BYD Company Limited, together with its subsidiaries, engages in automobiles and batteries business in the People’s Republic of China, Hong Kong, Macau, Taiwan, and internationally.
Market Cap
HKD 835.4B
Pitch Price
HKD 99.90
Price Target
N/A
Dividend
1.45%
EV/EBITDA
6.50
P/E
20.90
EV/Sales
0.92
Sector
Automobiles
Category
value
BYD Deep Dive: The Path to Global Dominance
BYDDY (deep dive): BYD overtook Tesla in global EV sales with 3x Tesla's revenue at fraction of market cap. Trades 7.6x EV/EBITDA vs peers at 12-24x. Vertical integration from batteries to chips enables massive cost advantage. 61% auto segment growth, expanding globally with factories in Thailand/Brazil. Risks: 35% stock decline on lowered guidance, China price wars compressing margins, geopolitical tensions limiting US expansion.
Read full article (34 min)