LCID stock comparison to TSLA

[Volund]

I see this often where people constantly compare LCID to TSLA, although they are competing in the EV space, I don't think anyone should expect LCID to do as well as TSLA stock, and the reason I say that is because the value TSLA has is on way more than just its vehicles. TSLA has established itself as energy, battery tech, solar, public transport and robo taxis, robotics and AI, etc... which investors believe in the future potential of TSLA to do a whole bunch of different things other than its electric vehicles.
Where as LCID is definitely more about the vehicles and the tech, supplies, battery, and parts around the EV space.

TSLA was always super low in price until mid to end of 2019, which is right about when the Model Y came out, and a few years after the model 3. That's when the stock took off. Similar to how LCID is small in value right now before any cheaper mass produced vehicle. Even if LCID takes off after Gravity and the cheaper model is mass produced, its ceiling may be far lower as LCID is more specific to what it wants to do versus open ended as TSLA delving into other random industries.

Correct me if I'm wrong, but I wanted to throw it out there as I do always see comparisons.
One fascinating thing I did notice is that if you look at the % increase from beginning to end, BTC and TSLA are very close in %, about 23,000%. Actually BTC should be higher because MAX only shows from 2016. But anyways, thought that was interesting.

 

[Miami_Lucid_Man]

Yeah I mean, he two companies are at completely different levels (although I would love to see Lucid a LITTLE bit higher). From what I've read they're losing a lot on each Air sold so it doesn't seem like any huge bump is imminent. I wouldn't predict that at least until a Gravity "Pure" or the new midsize that's less expensive arrives. Tesla didn't pop until the Model 3 so probably the same thing here.

 

[Pragmatic]

Well one is a meme stock and the other isn't.

 

[borski]

From what I've read they're losing a lot on each Air sold so it doesn't seem like any huge bump is imminent.

This is nonsense, fwiw. The press loves to repeat it though.

R&D always costs money, but it shouldn’t get factored into the ongoing capex cost of building and selling a vehicle. People love to say Lucid loses $300k on every car or whatever, but that has never been true.

Yes, Lucid spends money on R&D and profits don’t yet outweigh those expenses. That does not mean they are “losing money on every car” though.

 

[Leftlane]

You can really like the car, even consider it better than Tesla, but also realize it has been a terrible investment. So far the best way to make a small fortune in LCID is to start with a large fortune. The way the Gravity launch has gone probably isn’t a great indicator of future stock appreciation, even with cheaper models. Tesla has a lot of revenue lines that Lucid doesn’t have, and they enjoyed first mover advantage with larger margins than any other car company. Time will tell whether LCID will be a smart investment or not but it will never catch Tesla’s stock performance.

 

[Batteryman]

You can really like the car, even consider it better than Tesla, but also realize it has been a terrible investment. So far the best way to make a small fortune in LCID is to start with a large fortune. The way the Gravity launch has gone probably isn’t a great indicator of future stock appreciation, even with cheaper models. Tesla has a lot of revenue lines that Lucid doesn’t have, and they enjoyed first mover advantage with larger margins than any other car company. Time will tell whether LCID will be a smart investment or not but it will never catch Tesla’s stock performance.

Tesla is grossly overpriced meme stock with a PE ratio of around 200 with declining sales, robotaxi flop. Tesla margins dropping, brand destroyed. They hardly make anything from their robotics or energy storage. Musk initially said 20 million cars produced per year by 2030, then said robotaxi by 2018, then realized he wouldn’t be able to sell that many cars and pivoted to “ it’s an AI company “ ……but fanboys will be fanboys

Guess why he took away radar in his cars- he didn’t want to spend more money and time integrating vision with radar. It’s faster, cheaper, less safer to get rid of radar. Hence the mistakes made in Austin during the robotaxi joke release.

Lucid on the other hand has increased sales, almost doubling, SUV ramping, midsize in 2026.

A lot of Lucid negativity is from Tesla fanboys. I’m staying away from Tesla, until their stock reflects reality.

Lucid will be a luxury car maker, unlike Tesla….they don’t expect to match Tesla meme status or sales. Even 10th of Tesla valuation is almost x20 from here…..that’s why I’m buying every week at these levels.

 

[Batteryman]

I see this often where people constantly compare LCID to TSLA, although they are competing in the EV space, I don't think anyone should expect LCID to do as well as TSLA stock, and the reason I say that is because the value TSLA has is on way more than just its vehicles. TSLA has established itself as energy, battery tech, solar, public transport and robo taxis, robotics and AI, etc... which investors believe in the future potential of TSLA to do a whole bunch of different things other than its electric vehicles.
Where as LCID is definitely more about the vehicles and the tech, supplies, battery, and parts around the EV space.

TSLA was always super low in price until mid to end of 2019, which is right about when the Model Y came out, and a few years after the model 3. That's when the stock took off. Similar to how LCID is small in value right now before any cheaper mass produced vehicle. Even if LCID takes off after Gravity and the cheaper model is mass produced, its ceiling may be far lower as LCID is more specific to what it wants to do versus open ended as TSLA delving into other random industries.

Correct me if I'm wrong, but I wanted to throw it out there as I do always see comparisons.
One fascinating thing I did notice is that if you look at the % increase from beginning to end, BTC and TSLA are very close in %, about 23,000%. Actually BTC should be higher because MAX only shows from 2016. But anyways, thought that was interesting.

Comparing to Bitcoin? Are you serious? Well, both are meme…….

 

[HariK]

As an investor, I see Tesla as the market leader in battery-backed solar, though I recognize this is a small market. Tesla's advancements in robotics show promise beyond factory automation, potentially extending to areas like in-home healthcare assistance and even serving as companions in cars one day. However, I believe the significant hype surrounding robotaxis might be inflating Tesla's valuation, creating a bubble that could burst. A major accident involving a robotaxi, leading to loss of life and multiple class-action lawsuits, could trigger this.
Regarding Lucid, I don't foresee their stock moving significantly unless they offer a 5-seater mid-size SUV. This SUV would need to match Tesla's software, be more reliable, be priced no higher than $75,000, and have a 400-mile range at 70 mph. Even if these conditions are met, I don't believe either Lucid or Tesla should have a price-to-earnings (PE) ratio above 40.