Professional
Added to YB: 2024-06-20
Pitch date: 2024-06-12
XPEV [bullish]
XPeng Inc.
+137.46%
current return
Author Info
No bio for this author
Company Info
XPeng Inc. designs, develops, manufactures, and markets smart electric vehicles (EVs) in the People’s Republic of China.
Market Cap
$118.3B
Pitch Price
$7.47
Price Target
14.00 (-21%)
Dividend
N/A
EV/EBITDA
-85.03
P/E
-41.30
EV/Sales
1.41
Sector
Automobiles
Category
growth
XPeng Inc.: Tariffs of Up to 25% on Chinese EV Manufacturers Won’t Change Our Growth Outlook
XPEV: EU tariffs of up to 25% on Chinese EVs won't derail growth; competitive on price & tech. Expanding EU production mitigates impact. Targets 205K deliveries by 2025 (2% China share), profitable by 2026 on economies of scale. Bears fear battery costs & competition. No moat yet. $14 FVE on 26% rev CAGR 2023-2026. Key risks: mass-market rivalry, capital needs, autonomous driving regs. Standard stewardship: strong balance sheet, founder-led.
Read full article (8 min)