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Stocks/Consumer Discretionary/Automobile Manufacturers

TeslaTSLA

Automobile Manufacturers · Austin, Texas · In the S&P 500
Pricier than peers
$399.81−0.87%After hours: $400.22 (+0.10%)At the close, 30 Oct · Prices from CNBC, may be delayed
▼ 13.4% over 1 year
Tesla over 1 yearDaily close, $, to 30 Oct 2026
$300Nov2026MarMayJulSep$399.81$300NovMarJul$399.81
Source: Nasdaq daily closes
Market value$1.58T
Price to earnings480.5x
Forward P/E218.4x
Dividend yield–
Year to date−11.1%
One year−13.4%
Next earningsNot scheduled
SectorConsumer Discretionary
52-week range (closes)
$298.32$489.88

Quality and valuation

How Tesla compares with other consumer discretionary stocks. A description, not a recommendation.

Tesla and 4 automobile manufacturers peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: weaker than mostValuation: pricier than most

A weaker business than most consumer discretionary companies, priced above most of them.

Tesla trades at 218.4 times the next 12 months of expected earnings, against a median of 19.5x for the 66 consumer discretionary stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +8.3% vs +8.1%
  • Keeps less of each sale (gross margin): 19.3% vs 40.5%
  • Less profitable (operating margin): 3.3% vs 13.8%
  • Turns less of its sales into cash: 3.2% vs 10.1%
TSLA trades at 218.4x forward earnings, above the sector medianForward p/e, Automobile Manufacturers peers
GM6.6xF7.3xTM14.3xTSLA218.4xSector median 19.5xGM6.6xF7.3xTM14.3xTSLA218.4xSector median 19.5x
Source: CNBC quotes; Mostly Markets
At 439.4x earnings, TSLA is pricier than its average since Oct 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
200x400xAverage 255.9x20252026439.4x200x400xAverage 255.9x20252026439.4x
Source: Nasdaq prices; SEC filings

Financials

From Tesla's SEC filings, through the quarter ending 30 Sep 2026. Hover or tap a bar for its value.

Revenue fell 0.2% from a year earlierQuarterly revenue, $bn, latest Q3 ’26
$0bn$10bn$20bnQ4 ’24Q2 ’25Q4 ’25$28.1bnQ3 ’26$0bn$10bn$20bnQ4 ’24Q2 ’25Q4 ’25$28.1bnQ3 ’26
Source: SEC filings
Growth slowed to −0.2% last quarterRevenue growth, year on year, %
−10%0%10%20%Q4 ’24Q2 ’25Q4 ’25−0.2%Q3 ’260%20%Q4 ’24Q2 ’25Q4 ’25−0.2%Q3 ’26
Source: SEC filings
Operating margin was 2.6% last quarterOperating income as a share of revenue, %
0%2%4%6%Q4 ’24Q2 ’25Q4 ’252.6%Q3 ’260%2%5%Q4 ’24Q2 ’25Q4 ’252.6%Q3 ’26
Source: SEC filings
Free cash flow was $3.3 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $bn
$0bn$2bnQ4 ’24Q2 ’25Q4 ’25$1.5bnQ3 ’26$0bn$2bnQ4 ’24Q2 ’25Q4 ’25$1.5bnQ3 ’26
Source: SEC filings
Last 12 monthsTSLASector median
Revenue growth+8.3%+8.1%
Gross margin19.3%40.5%
Operating margin3.3%13.8%
Free cash flow margin3.2%10.1%
Price to earnings480.5x21.0x

Stories on Tesla

Thursday, 29 October
Chart

Apple Leads the Magnificent Seven in 2026 as Alphabet Slides Into the Red

Apple is up 28.3% this year as of Thursday's close. Alphabet's 12.6% drop after its results left it down 9.3%, one of three of the seven now below where they started 2026.

AAPL▲ 1.5%
Screens of market charts

Similar companies

Automobile Manufacturers, by market value.

CompanyPriceTodayYTDValue
TMToyota$195.71−0.47%−8.6%$286B
GMGeneral Motors$87.40+1.96%+7.5%$73.73B
FFord Motor$12.25−0.89%−6.6%$51.82B
RIVNRivian$12.16+6.20%−38.3%$17.61B
NIONIO$3.21−3.31%−37.1%$7.95B
LCIDLucid Group$3.02−5.63%−71.4%$1.19B