Physical AI & Self Driving
11 tickers
| Revenue ($B) | EBITDA ($B) | uFCF ($B) | Net Inc ($B) | Rev Gr (%) | EBITDA Mar (%) | uFCF Mar (%) | EV/Rev (x) | EV/EBITDA (x) | EV/uFCF (x) | P/E (x) | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apple Inc | 309.11 | ▲1.4 | 4,542.8 | 4,559.0 | 487.3 | 526.3 | 175.9 | 189.9 | 164.0 | 177.1 | 133.5 | 142.8 | 6.4 | 8.0 | 36.1 | 36.1 | 33.6 | 33.6 | 9.4 | 8.7 | 25.9 | 24.0 | 27.8 | 25.7 | 34.4 | 31.3 |
| Amazon.com Inc | 267.29 | ▼0.4 | 2,878.3 | 2,945.1 | 823.6 | 931.5 | 134.0 | 151.5 | (33.5) | (37.9) | 94.6 | 108.4 | 10.9 | 13.1 | 16.3 | 16.3 | (4.1) | (4.1) | 3.6 | 3.2 | 22.0 | 19.4 | (88.0) | (77.8) | 30.6 | 26.6 |
| Tesla Inc | 427.27 | ▲2.3 | 1,602.5 | 1,566.9 | 102.9 | 118.2 | 16.9 | 19.5 | 6.9 | 8.0 | 4.6 | 7.2 | 5.1 | 14.9 | 16.5 | 16.5 | 6.7 | 6.7 | 15.2 | 13.3 | 92.5 | 80.5 | 226.4 | 197.1 | 223.6 | 173.9 |
| Uber Technologies Inc | 71.96 | ▼2.2 | 147.5 | 157.3 | 58.2 | 67.0 | 1.5 | 1.7 | 1.2 | 1.3 | 7.1 | 9.0 | 8.4 | 15.2 | 2.6 | 2.6 | 2.0 | 2.0 | 2.7 | 2.3 | 103.6 | 90.0 | 135.2 | 117.4 | 21.7 | 16.3 |
| BYD Co Ltd (ADR) | 11.67 | ▲1.1 | 106.0 | 107.6 | 136.9 | 154.3 | 14.0 | 15.8 | (10.7) | (12.1) | 6.0 | 7.5 | 19.2 | 12.7 | 10.2 | 10.2 | (7.8) | (7.8) | 0.8 | 0.7 | 7.7 | 6.8 | (10.0) | (8.9) | 17.6 | 14.1 |
| Symbotic Inc | 53.86 | ▲5.7 | 35.3 | 33.3 | 3.0 | 3.8 | 1.0 | 1.3 | 0.9 | 1.2 | 0.1 | 0.1 | 15.9 | 27.3 | 34.8 | 34.8 | 30.9 | 30.9 | 11.1 | 8.7 | 31.9 | 25.0 | 35.8 | 28.1 | 95.0 | 74.1 |
| Aurora Innovation Inc | 7.10 | ▼1.0 | 14.2 | 13.1 | 0.0 | 0.2 | (0.0) | (0.0) | (0.2) | (2.4) | (0.9) | (0.9) | 289.3 | 1,131.5 | (20.0) | (20.0) | (1,220.0) | (1,220.0) | 834.3 | 67.8 | (4171.6) | (338.8) | (68.4) | (5.6) | (11.4) | (16.8) |
| Horizon Robotics | 0.77 | ▲2.9 | 11.2 | 10.3 | 0.9 | 1.4 | — | — | — | — | — | — | 84.5 | 60.2 | — | — | — | — | 11.6 | 7.2 | — | — | — | — | (31.5) | (120.7) |
| Mobileye Global Inc | 10.21 | ▲4.1 | 8.3 | 6.9 | 2.0 | 2.2 | (0.0) | (0.0) | (0.1) | (0.1) | 0.2 | 0.3 | (1.5) | 12.2 | (0.7) | (0.7) | (5.5) | (5.5) | 3.5 | 3.1 | (511.8) | (456.2) | (63.6) | (56.7) | 37.1 | 28.2 |
| WeRide Inc | 7.35 | ▼0.5 | 2.3 | 1.4 | 0.2 | 0.3 | (0.2) | (0.3) | — | — | (0.2) | (0.1) | 49.4 | 94.0 | (100.0) | (100.0) | — | — | 9.1 | 4.7 | (9.1) | (4.7) | — | — | (12.7) | (15.1) |
| Kodiak AI Inc | 7.79 | ▼1.8 | 1.4 | 1.4 | 0.0 | 0.0 | (0.0) | (0.0) | (0.1) | (0.3) | (0.0) | (0.1) | 139.5 | 317.4 | (100.0) | (100.0) | (833.2) | (833.2) | 140.4 | 33.6 | (140.4) | (33.6) | (16.8) | (4.0) | (16.4) | (11.5) |