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Comment by foobarian

1 day ago

Figured that metric is for EV only, which is not that surprising. But even for overall sales it's #11 on the list for first 3 quarters of 2025, which is not too shabby: https://www.carpro.com/blog/2025-year-to-date-u.s-auto-sales...

The problem is Tesla's valuation is overpriced even if they owned 100% of the car market, their P/E ratio is > 300.

"But it's high margin", sure it is, but so is Ferrari, and their P/E is 30-40.

> Figured that metric is for EV only, which is not that surprising.

But it is stunning that legacy automakers are sticking to fossil fuels.

  • The infrastructure just isn't there to make EVs interesting for a lot of people in the US and EU.

    They also know that this means that the EU will push the target date for the end of fossi fuel cars.