BYD

Far_Addition1210

New 50% tariff in Mexico targets Tesla and BYD sales.

Witty-Cow2407

Doubt it. Except for CyberTrash and FSD, Tesla cars are pretty good. With that said, I think Lucid is gonna lead the electric car market alongwith Rivian in US if they manage to survive the eventual arrival of BYD.

Just_Keep_Asking_Why

Tesla's Price/Earnings (P/E) ratio is currently around 235. Industry average P/E ratio for US domestic automotive companies is 15.8. Toyota's P/E ratio is 8.2. BYD, the Chinese electric car juggernaut has a P/E ratio around 22. Tesla's is 10 to 15 times higher. The price of its stock relative to the company earnings is insane against comparables. This is insupportable and non sustainable. Tesla stock is far out of balance. People will say it's a tech company, not an auto company, but, as an ex-supplier to them before I retired, I can tell you their cars are their principle source of revenue.

New-Association5536

Umm, quick google search shows the Tesla Shanghai has actually seen a drop over the last 6 months to year or so. China is not going to let him eat up there market, and Chinese nationalism will ultimately win out. China as a market is less and less friendly to western companies, especially as geopolitics shift and China tries to get their economy moving towards being consumer driven on their own manufacturing and output. They are working at decoupling over the long term. Once they can steal the IP and start producing something close to equivalent, like BYD, they will do everything to get their consumers to by from Chinese manufacturers. Via bloomberg: "The carmaker's shipments plunged 49% in February from a year earlier to 30,688 vehicles, according to preliminary data"

femboyharmonie

> sales are down I'm also finding it challenging to get solid indicators on this kind of stuff. The last 3 weeks before this one, the news was European sales of Tesla down by 40%, BYD eating their lunch. This week: Tesla factories in Europe are ramping up production to keep up with soaring demand.

MrDudeMan12

It's just a tough position to be in. Lululemon isn't a luxury brand. They don't have the brand power of something like a Hermes, and definitely don't have the mark-ups/margins of one. I also don't think automobiles are a good comparison because manufacturing a car is much more technically complicated than making fitness clothing. Plus even in the automobile sector for every Porsche/Mercedes there's a Cadillac/Jaguar who were decimated when cheaper brands entered the market. Think about how scared car companies today are of BYD entering western markets

banditcleaner2

BYD Is better

SnapsGranger

They’re the only manufacturer that does on pure EVs at the moment. Some might say BYD does too but BYD doesn’t separate their hybrids from their real EVs when they show their profit because they don’t want you to see they lose money on their actual EVs just like everyone else. 

miata_only

$TSLA will be at interstellar💫 levels by the end of September. Melon🍉 is just playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z cartesian coordinate system. We're about to see the new Giga Quebec factory🏭 cranking out Cybertrucks faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO rumor has it battery day 🔋 in October is going to unveil a new plaid edition LiPo powered dildo that charges⚡ in 69 seconds AND comes with FSD (Full Self Dildoing) 🍆 and Cheetah mode. PLUS unlike companies in Gyna...cough cough BYD(eez nuts) 🥜...Easy E-Muskrat knows best how to run a capitalist business (aka cook the books 👨‍🍳📚).

Sashamirae17

Honestly, BYD’s one of those stocks that might make sense long term, but it really depends on your time horizon and risk tolerance. Right now they’re facing headwinds in China (price wars, slowing EV demand growth, and heavy competition from Tesla and local brands), which is why the stock looks “cheap.” But that low price also reflects how uncertain margins are. The bullish case is that BYD has: Huge vertical integration (they make their own batteries and many components), Strong backing and brand recognition in China, Early signs of expansion into Europe and other markets picking up, The bearish side is that global expansion is still small-scale, and EV markets are super competitive and subsidy-dependent. At \~$13, it could be good value if you’re willing to hold for several years and stomach the volatility. It probably won’t “make sense” as a short-term play, but as a long-term bet on global EV growth, it’s interesting.

Fresh_Bee6411

Did Tesla beat BYD in sales? Or is it just elon dick riders rally?

lbsterling

A predictable and normal drawdown. BYD is in a great position with a few problems to work through: oversupply

vexingparse

Some random thoughts: You have no exposure to emerging markets where most of the world's population lives. You appear to be 100% invested in stocks. No other asset classes. No cash(?). You own very few big companies from outside the US. No ASML, TSMC, BYD or Samsung for instance, even though you are heavily betting on tech. You don't even own any big US companies unless they happen to be listed on the NASDAQ. So no Visa, JPMorgan, WalMart or Oracle. Why has big tech outperfomed for so long? Why have small caps underperformed for so long? You are expecting the former to continue but the latter to change. Why? What are the factors you had in mind when you made that decision? I'm not saying you're wrong. I just find it notable because you said this was your long term allocation. If you want to be more diversified (at least in terms of stocks) you could take a look at the SPDR MSCI All Country World Investable Market UCITS ETF (Acc) ETF: IE00B3YLTY66 I'm very undecided what to do right now. The world seems to be changing rapidly and I have no idea what the outcome will be. I'm instinctively holding more interest paying cash equivalents but maybe this is exactly the wrong thing to do. No idea.

BitClient

Sure they do, just not America. There’s a reason BYD is everywhere in Australia and not the USA, and it’s not because they don’t try to market themselves.

miata_only

$TSLA will be at interstellar💫 levels by the end of September. Melon🍉 is just playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z cartesian coordinate system. We're about to see the new Giga Quebec factory🏭 cranking out Cybertrucks faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO rumor has it battery day 🔋 in October is going to unveil a new plaid edition LiPo powered dildo that charges⚡ in 69 seconds AND comes with FSD (Full Self Dildoing) 🍆 and Cheetah mode. PLUS unlike companies in Gyna...cough cough BYD(eez nuts) 🥜...Easy E-Muskrat knows best how to run a capitalist business (aka cook the books 👨‍🍳📚).

SPorterBridges

BYD getting hit with a downward revision on their sales projections helps.

miata_only

$TSLA will be at interstellar💫 levels by the end of September. Melon🍉 is just playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z cartesian coordinate system. We're about to see the new Giga Quebec factory🏭 cranking out Cybertrucks faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO rumor has it battery day 🔋 in October is going to unveil a new plaid edition LiPo powered dildo that charges⚡ in 69 seconds AND comes with FSD (Full Self Dildoing) 🍆 and Cheetah mode. PLUS unlike companies in Gyna...cough cough BYD(eez nuts) 🥜...Easy E-Muskrat knows best how to run a capitalist business (aka cook the books 👨‍🍳📚).

Obvious_Cricket9488

You are right as far as there are two sides to the medal. On the one hand, Tesla is a bad company for what is their main business right now. On the other hand, they fail to deliver on their technological promises every year since almost 10 years which is why people have a hard time to believe that this will ever change. If you are interested in an automotive company that also invests into robots then your better bet would be Huyundai. If you are interested in an automotive company that also builds batteries then your better bet would be BYD. If you are interested in an automotive company that also does autonomous driving then almost any other car company is more likely to be successful.

Graf_lcky

Well it started small back then, also with sub prime loans, i don’t think it will have the same impact but we should never say never.. especially given that the western car companies are already struggling with low demand across the west (and Asia too if we look at BYD and others who perform very well)

giggy13

Just last year in 2024, many brands saw their sales declining, Volvo, Audi, Infiniti, Dodge (almost 30% down), Their RAM trucks division, JEEP, etc. When you take a look at the EV segment, if you take out BYD, Tesla is the only manufacturer that sells more than a million of cars per year with close to 2 million cars every year. They've sold a total of 7-8 million EV cars since their launch. If we don't consider BYD which isn't available in US/Canada and many Western countries, no other EV car maker comes close to Tesla in total volume. It's not surprising their growth would slowdown overtime when they'd reach high volume. 5% growth while selling 1.8 million car is not the same game than 5% growth for Polestar or KIA. Also, car sales have been declining as a whole for a decade now: [Take a look at U.S. sales. They peaked in 2016 and then started to slide. Remember, this was at a time when interest rates remained low, and before car prices shot up 30% due to COVID and the chip shortage. In Europe, the story is the same. According to data from the ACEA, the European Automobile Constructors Assn., sales peaked in 2016, then started to drop. They really fell during the pandemic and have not recovered. Like the U.S., the European market is still several million units below its peak. The same is happening in Japan. Data from the Japan Automobile Manufacturers Assn. show that sales were their strongest in 2017, before sliding downward. And in South Korea, sales have been stuck in the doldrums, slowly declining since 2016.](https://www.wardsauto.com/vehicles/peak-auto-why-the-global-auto-industry-has-stopped-growing)

miata_only

$TSLA will be at interstellar💫 levels by the end of September. Melon🍉 is just playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z cartesian coordinate system. We're about to see the new Giga Edmonton factory🏭 cranking out Cybertrucks faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO rumor has it battery day 🔋 in October is going to unveil a new plaid edition LiPo powered dildo that charges⚡ in 69 seconds AND comes with FSD (Full Self Dildoing) 🍆 and Cheetah mode. PLUS unlike companies in Gyna...cough cough BYD(eez nuts) 🥜...Easy E-Muskrat knows best how to run a capitalist business (aka cook the books 👨‍🍳📚).

Pristine-Dog-2263

I’m an investor in Roadzen and I believe it has strong potential, but I also have some doubts I’d like us to debate. • Global recognition, but no US traction: Despite being named by CNBC as a Top InsurTech company, Roadzen hasn’t announced a single major US contract. Why? Could it be that solutions like Root or Lemonade are simply more appealing to the US market? • AIS 184 approval is a big catalyst, but fragile: OEMs could delay rollout through lobbying, arguing technical or capacity concerns. Having just one validated provider (Roadzen) with limited OEM track record puts the mandate at risk. • Transparency & appealing marketing gap: Roadzen rarely showcases real world case studies or demos of its solutions, and its marketing lacks the appealing, retail-friendly approach peers like Lemonade use. This limits visibility and investor buzz. DrivebuddyAI • Strong fit for India & emerging markets where most vehicles lack ADAS/camera systems. • Makes sense for large, mixed-age fleets where ROI comes from fewer accidents and lower insurance costs. • In the US/Europe, many new vehicles (Tesla, Ford, BYD, etc.) already integrate cameras and ADAS, why add extra hardware? • Competes with simpler solutions like Root or phone-based telematics, which are cheaper and easier to scale. • Is DrivebuddyAI a sustainable moat, or just a temporary solution for older fleets until OEMs catch up? • The long-term edge might be less about the hardware and more about the software + risk data layer (CARD, AIS-184 validation, 1.8B km dataset).

MANNYFLOR

An outfit out of Hong Kong apparently took a detailed look at BYD's finance and concluded it is a tower of hot air/ponzy scheme.. If I remember the details: Company relying increasingly and for longer periods of time on creditors (by paying back slower and slower). Heavy reliance on subsidies - something already known. Car quality going down and some new models flopping leading to their sales diving. So the dip may have been an adjustment instead and even possibly a step on a great step down. Sorry about your loss.

Speedhabit

It’s the same with the cars. I drove a BYD luxury car in Brazil, it was crazy how well integrated it was, amazing ride, quiet like a 7 series at 1/5 the price. Well integrated at least with android my iPhone didn’t connect. That’s kind of the point. Buy one here Kinda ignoring the reality that they can market and inferior “package” of services together and still have market share. Like the full self driving, people say it’s never works and it’s killing people but you try it and it’s like fucking magic. It doesn’t need to work. It just needs to get people going. I wish TSLA would collapse and bring some sanity to the market but I’m not risking money on sanity, I’ll continue to bet on volatility

Commercial-Debt932

A weeding out of smaller companies, BYD will absolutely survive & thrive.

bickboikiwi

Yeah and see I know BYD make cars but I've never seen trucks, but they also make batteries and industrial stuff. So yeah it's not quite truly globally known, it appears globally at different levels. Kinda like Mitsubishi, make cars, trucks, fridges, tools, aircon etc etc. Research is super key is the lesson here, research the companies results, what the market is doing, what strategy are they banking on to grow further, what world events affect those in the short and long term, historical trends on similar tech but from the past etc etc

disisfugginawesome

I agree that I have no idea what the name stands for but I have personally seen their BYD semi trucks in the US, so I saw the logo and thought “damn that’s crazy, how is there a Chinese EV truck here at in the mid south US” lol

981flacht6

Warren is modest, Charlie and Warren always say they were lucky on many things. He's got many rules that he follows and buys what he understands. But he also invests in a lot of verticals. * Example - Insurance business. BYD investment compliments that in a way. * Oil companies = goes with cars. * Cars, Oil, EV, Insurance = one vertical. Heavy on a lot of consumer companies as well, where Apple fits heavily consumer and not on enterprise unlike many tech companies.

bickboikiwi

Maybe the largest, but I bet there are 100s of countries that have nfi who they are, but might know another brand that even you dont know. Bet you most people who know BYD by name, don't even know what it stands for, what the logo looks like or have any trust on quality post-sales....

bickboikiwi

Unknown, as in new brands that aren't particularly global. For example BYD and Great Wall are in New Zealand for a few years now, but considered fairly risky on buying new as we don't have enough experience with long term repairs/parts/warranty etc. We are mostly a country of traditional brands like Toyota, Mitsubishi, Subaru, Nissan etc. But as there are 150+ brands now, most of them we have never heard of or maybe certain regions do as it's sold there.

Socomisdead

So somehow, BYD is going to surpass all legacy car makers and Tesla. They will reach levels of Nvidia and Apple. Doubtful. I wouldn't invest any money in any ev stocks unless you are buying low and ready to dump when it pops.

rice_not_wheat

The problem is that you bought it 10% down from its ATH. It was due for a correction. I've made a lot of money off BYD, but I bought in 2023 when all the big manufacturers started pulling back their investments in electric vehicles and Biden announced tariffs on Chinese EVs. I bet that the US couldn't stop BYD's growth, and I was right.

dulun18

BYD ? it's a horrible company reviews from owners aren't so great and they trying to censor the negative reviews didn't help imo

disisfugginawesome

BYD is not an “unknown brand” it’s the largest EV manufacturer in china and throughout the world

dvdmovie1

Not sure which brokerage/country but 1211 would be the Hong Kong symbol for BYD. Did you somehow buy the HK shares? BYDDF is a foreign ordinary for the HK shares, but I've never seen a foreign ord represented by the home country ticker symbol when I've bought it before.

SovereignAxe

Yeah I'm stationed in Okinawa, Japan and I've been seeing more and more BYD on the road over the last year or two. It's at the point now that pretty much every time I drive far enough to go to another city I see one. I think the whole time I've been here I've also seen maybe 2 or 3 Nios, and mayyyybe once Xpeng. I think BYD is here to stay lol

SidonyD

Banks Luxury : it's tricky but at the moment, it's a big momentum, i don't know why and after, it's a matter of sector you want to get. For example i got : \- exail technologies : submarine drone for civil and defense sector \- stif sa : they made stuff against explosion for battery. Their client are Tesla, CATL, BYD and more ... \- 2CRSI : very very vol, it's a data center builder with Nvidia partnership (verify) In France, we got : \- Airbus (very strong outlook) \- Nexans for submarines cables \- Axa : Insurance \- Vinci and Eiffage : big drop cause of policy context, but they will benefit of mega german plan \- Total Energie if you like dividend and oil/gas/green energy \- Schneider and Legrand for data center and utilities services \- [EssilorLuxottica](https://www.bnains.org/archives/action.php?codeISIN=FR0000121667) with Meta partnership No financial advices.

Duideka

They already own the EV market in most countries the only reason they are not dominating in the USA is there are massive tariffs on imported vehicles so they would not be competitive unless manufactured locally. In Australia 4 Chinese companies are in the top 10 and Tesla is barely even in the top 10 anymore. BYD Shark 6 in particular is very popular when pre orders opened so many people visited the BYD their server crashed they got like 4,000 orders on the first day. https://www.theguardian.com/australia-news/2025/sep/03/chinese-car-makers-byd-gwm-chery-mg-australian-top-10-sales-tesla-slump

deadlypants27

BYD is a bit different. Their split (BYDDF in my case) was horribly managed and they tied up investors' funds without issuing shares for 6 weeks (with conflicting releases about the terms of the split). I didn't trust the company after this and I pulled my investment.

tiagoalesantos

Your issue is that most likely you don't understand the company you bought. I would never buy BYD, so there is no dip in my view because I don't see the upside. But if you believe in the company because you actually study it enough to know it will bounce back just keep buying it bit by bit.

ImmodestPolitician

BYD has a production car that can almost break 300mph. That's incredible.

Away_Swim4614

Lucid, Rivian, Ford all have delivery declines in the same range as Tesla. In a separate but related note VW has grown its EV sales from 7.3% to 10.6% of WV vehicles delivered. This has resulted in a ~40% decline in profits YoY in Q1 and 23% decline in Q2 YoY despite higher revenue. From this data it is likely that the margin on VW EVs is between -30% and -50%. Everytime you buy a VW EV they get closer to going bankrupt. Unfortunately, and in a disservice to their shareholders the company does not publish their EV business gross or operating margins. If tesla took a 50% loss on every car they made a Tesla Model Y would be $20-25K. It is telling that in order to compete VW is in danger of becoming structurally unprofitable and that even under those conditions it's prices do not offer significant value over a Tesla (the Model Y is still the best selling EV in the world). Incidentally BYD is also guilty of not publishing financial data on their EV business, most probably because it is also losing money on sales. Its profits are declining in the face of increasing revenue and decline of PHEV sales (down 22% to 50% of total deliveries YoY). So some companies are selling more EVs and losing money while others are just selling fewer EVs (Rivian, Lucid, and Ford already have large negative gross margins). Tesla could easily up it's deliveries by cutting prices by 30% (like BYD) but then they would become unprofitable (like VW's EV business). Since their focus is on maintaining profitablility while scaling lower cost manufacturing (e.g. the unboxed process) and developing their self driving business (launched in 2 cities so far), the company strategy is well aligned with the long term goals of their shareholders. Which I would venture to say is not the case for VW or BYD.

TAKINAS_INNOVATION

Berkshire still owns their stake too. BYD is a good company, and their founder is a smart guy. People just need to learn to be patient. I don’t like the auto industry so I don’t invest in it. But people need to read up on the company and founder before investing.

3xil3d_vinyl

Should have bought $BYD instead.

Ecstatic_Wheelbarrow

They are in a price war with the other Chinese EVs so most of the sector is doing poorly. In a couple of years there will only be a handful of them left and BYD will almost certainly keep it's crown as largest of them. BYD is also up 21% YTD so it isn't like they are falling off of a cliff in general. OP just caught a falling knife and is complaining that they're bleeding.

db_deuce

Any stock that drops suddenly (10%-30%) is a candidate to buy the dips. But that is just surface level, the next step is to determine whether the risk is manageable or not. Plenty of stock bounce and it takes a lot of discipline and experience to predict investor behaviors which includes technical analysis, which is merely predicting investor behavior. BYD was simply too hot a couple months ago so 10% dip is nothing. A stock like that requires a 20% dip before investors look twice.

mspe1960

Buying a dip in an individual stock is not equivalent to buying a dip on the market as a whole. In the former case, you have the situation of trying to catch a falling knife. And BYD COULD be that. In the latter case you have the established value of the entire economy. The only way that fails in the long term is if everything fails.

BatteryAcid420_

„Battery technology is right around the corner“ is a meme. How can you still believe this when we‘ve had more than a decade of mass production and this has been said 15 years ago. A brand new BYD Dolphin has 220km/130miles of range and costs 22000€, stop tripping FFS. BYD builds hybrid cars, Tesla stock is going to crash if they pull the plug on continuing to hand out trillions to Elon so can you wake up from your dreams please?

UnKossef

Lol oops. I was looking at the ticker BYD, which is Boyd Gaming Corp. Makes sense that a gambling company is more profitable than a Chinese car company.

SaltyTruthteller

All I know is that every time that happened to me and I sold the stock in frustration, it later rose. All the time. Why? Because I did good research and the stocks were solid and did grow as expected, it's just that a drop in price below what I paid freaked me out. So, I reacted emotionally and lost out. Overall, I've benefited from trading, but I could have been at least 20% more successful if I stayed true to my first instincts. I don't know much about BYD but lately Canada is considering opening up the Canadian market to them as Trump has betrayed long-standing trade agreements, especially those related to the auto industry. Hopefully, more countries will drop their tariffs against BYD. I doubt that stock will collapse, the Chinese government has a lot riding on it.

UnKossef

How is that possible? BYD is up 20% this year and is up 30% since the recent low in April, and is currently at all time highs.

Away_Swim4614

Berkshire was a huge BYD shareholder back in the day and they were mentioned all the time as a reason Tesla would fail. Like I say, I don't expect to convince you of anything since I've interacted with people who don't follow Tesla or understand Tesla's business model for years. If you're interested in why the 2018 award is likely to be overturned once it is appealed outside of the court of the chancellery, go read the original judgement. The first sentence will give you a good hint. Tesla demand is just fine. Many ther EV sales are down as much or more than Tesla. Regardless I didn't buy Tesla in 2018 because it was a car company. Cars are a mechanism to develop a recurring revenue based on AI. Regular car companies make money by selling parts. Tesla will make money selling AI services, self driving, robots and others. This is the value of the company (along with their energy business) and why I bought the stock in the first place. I would never buy a traditional car company's stock it's a terrible business. See you in 2035, or sooner.

miata_only

$TSLA will be at interstellar💫 levels by the end of September. Melon🍉 is just playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z cartesian coordinate system. We're about to see the new Giga Edmonton factory🏭 cranking out Cybertrucks faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO rumor has it battery day 🔋 in October is going to unveil a new plaid edition LiPo powered dildo that charges⚡ in 69 seconds AND comes with FSD (Full Self Dildoing) 🍆 and Cheetah mode. PLUS unlike companies in Gyna...cough cough BYD(eez nuts) 🥜...Easy E-Muskrat knows best how to run a capitalist business (aka cook the books 👨‍🍳📚).

SangerGRBY

Yeah TESLA is absolutely cooked. BYD copies Tesla. XPENG copies sex dolls. The fumble needs to be studied.

LazySignature2

Thanks for your response. "In 2018, no one that wasn't a keen observer had any confidence in Tesla's growth plans. The media literally laughed on air when talking about it." If that's the case why is it so hard to prove it in court and get Musk his pay package payed out? "I've heard all the points you made for almost a decade" sorry which points are you referring to? because i was laying points of what is different today compared to 10 years ago. these are things you would not have heard about 10 years ago. who was talking about BYD 10 years? or legacy automakers making BEVs? all this: "The controversy around $420 take private, the "pedo guy" stuff, the sordid love life, It never ends with Musk and the scapegoating." was in last few years - not 10 years ago, not pre 2018. pre 2018 TSLA was small, first mover, with negligible competition and a market to sell to. Main risk was pure execution risk. All they had to do was build it and they will sell it. in 2025 all that is different. TSLA is big, BYD is here, competition is here and Musk is alienating the market to sell to. The new 1 trillion pay package has target of selling 20 million cars (up x10 from current \~2million). I have confidence in TSLA ability to execute in ramping up production to able to produce that many with Musk at the help. What i don't have confidence for is demand - **who are they going to sell these cars to**? Musk is destroying the demand side of things with his PR nightmares and people now have other quality alternatives for EVs that they didn't have in 2018. They are no longer a "build and they will come" company. Executing on production ramp up is no longer enough to succeed second time around.

bruce_kwillis

BYD only works because they are hemorrhaging money on every sale that the Chinese government is paying for to dominate. Which is fine and good until one realizes BYD cant sell in the US and poses a national security risk. And watch reviewers drive the things, not a whole lot better than Vinfast, as we all have seen how well that company is doing.

LazySignature2

this is very interesting. TSLA 2018 =/= TSLA 2025 though. difference between 2018 and now though is - Elon & competition. Musk wasn't a (known) looney back in 2018 and TSLA had better image as a company. Other auto makers weren't making pure EVs yet and BYD was not a threat yet. now in 2025, Musk has been off the rails for years, damaging his own image and causing Tesla demand and sales to drop. Other auto makers have taken market share and BYD is only held back by tariffs. Mask has developed a reputation of overpromising and under delivering which wasn't apparent pre 2018, but has been happening since 2018 and people are growing weary. e.g. Cybetruck. sales are anemic, the S curve did not happen as Musk overpromised and under-delivered on performance and price. e.g. self driving it was only "late" in 2018, but is now "egregiously late" in 2025. The old driving hardware from early models that was promised to run the future FSD software is now known to be incapable of running latest FSD - yet people paid money for that promise buying the FSD hardware package. Now they are told, years overdue, that it's not even gonna work. TSLA 2018 was a "build it and they will come" company and so they ramped up for that. They were the first mover. TSLA 2025 they are ramping up to build again, but who's gonna come this time? What actual indications of **demand** do you have to support the ramp up? They are no longer first movers, there's competition in the market from legacy autos and deadly competition from BYD (if you actually removed tariffs and played "fair"). tl;dr just because TSLA is doing the same thing in 2025, doesn't mean that it will work like it did in 2018. not the same company imagine, CEO image, demand, competition etc.

AdolfsBallsack

I mean, isn‘t TSLA still overvalued like shit with BYD and others gaining stake in the European market? I don‘t see any success for this to be honest, however, I‘m not much of an advanced investor myself.

Prudent-Corgi3793

Tesla ranks 7th among automakers by net income. Here are the top 11 (to include Ford at #11): | Name | Net Income (USD) | P/E Ratio (TTM) | Market Cap (USD) | |:-|:-|:-|:-| | Toyota | $38.91B | 9.08 | $260.17B | | Hyundai | $15.50B | 4.35 | $39.49B | | Volkswagen | $14.35B | 6.38 | $59.17B | | Mercedez-Benz | $11.34B | 7.60 | $59.73B | | Kia | $10.73B | 4.22 | $30.39B | | BMW | $10.26B | 7.65 | $63.16B | | Tesla | $8.05B | 185.14 | $1132B | | BYD | $7.94B | 16.74 | $132.68B | | GM | $7.10B | 5.45 | $55.47B | | Honda | $6.99B | 7.37 | $44.83B | | Ford | $5.51B | 10.4 | $46.72B | Note that these P/E ratios all come from companiesmarketcap.com, which may be different than other sources. Most of these automakers trade with P/E multiples in the single digits. Global EV leader BYD had a multiple in the double digits, but its P/E ratio is rapidly compressing due to intensifying competition both from legacy automakers and domestically. And then there's Tesla defying gravity not just with a P/E ratio in the double digits, but near 200 (above 200 based on GAAP P/E). It completely makes sense that it would want to exit the auto market as soon as possible and to distance itself from this stigma.

StrongPangolin3

what the actual fuck for. Just wait untill Americans see what BYD can do. also BYD has more than a few cars. Holy shit this is just insane.

Magical-Mycologist

So does that mean Tesla will be able to actually compete with BYD or will they keep hiding behind government subsidies to keep stealing taxpayer dollars? What the fuck timeline are we in? Tesla doesn’t solve anything and their technology is obsolete.

Ok_Surprise_4090

Something's up, right? He's basically tanked the brand in less than a year and rolled out one of the most widely-ridiculed, frequently-recalled trucks of the 21st century. There's got to be some kind of chicanery going on in the background, otherwise they'd be running him out of the company. Also, this pay package is contingent on Tesla becoming twice as valuable than the most valuable company on earth, NVIDIA. Tesla. The car company that had to have the US government keep BYD out of the US market because they couldn't hope to compete.

MaterialFroyo99

This is mUsk giving himself a pay rise. The brand is nose diving, getting annilated by the BYD brand, and he's decided to abandon ship with the booty.

axm86x

Have you really been living under a rock and don't know of any private companies out of China? Ali baba? Lenovo? Huawei? JD.com? Baidu? BYD? Are you so dense that you think a communist economy grew to become the second largest economy in the world in a span of two decades without private enterprise? Dear God.. I'm embarrassed on your behalf for your utter ignorance.

senorbuzz

They may continue to lead in the US, but BYD sales are currently far surpassing Tesla sales, and the more the US pokes the eyes of other countries, BYD's reach will expand.

pragmojo

I only had a few shares from forever ago, but I got out last month. BYD is eating TSLA's lunch. Waymo is way ahead on robo taxi. China is going to get humanoid robots to market 10x faster for 1/50th the price of Optimus. It's insane to me they would offer Musk such a huge compensation package when he blew an enormous lead in EV's, mostly because of his own lack of self control getting involved with politics and culture.

Shizuka_Kuze

They’ve been at 1T since like 2021, then they dropped under and have been bobbing around that since. That was back when everyone thought they were the undisputed king and didn’t have to contend with BYD who now outsells them with an insanely competitive product and Chinese levels of subsidies.

Lexsteel11

I mean he plans to replace the earth workforce with robots and there are rumors swirling the last month that they solved aluminum ion batteries with 10 minute charge times which BYD also claims to have solved which will upend the car industry if true. I’ve been using the latest build of FSD and it truly is pretty flawless but I still hear people saying how bad it is; it even evaded an accident that would have been another drivers fault that I didn’t notice in my blind spot. Say what you will about musk and his views, but he IS Tesla. If he left I think it would crater.

Pulga_Atomica

The difference is NVDA makes the chips the AI revolution is run on. The Nazi has sales down by 40-50% in Europe and his brand is more toxic than Pripyat. BYD is beating them everywhere because the swasticars haven't been updated in close to a decade now. What does the Muskrat have going on? The autonomous robots secretly run by humans?

xdr01

Sales are fucked, Cybertruck is a flop, Cybertaxi is a joke, current line up is old cars with new bumpers. Tesla would be eaten alive by BYD in US if it wasnt banned.

AdLiving9971

BYD's growth slowdown cannot be attributed solely to internal factors; the rapid catch-up by competitors is another significant reason. BYD has attempted to squeeze competitors' space by lowering prices, which has been effective to some extent. However, this aggressive pricing strategy has also harmed its own brand, making its efforts to break into the high-end market less successful. The majority of its sales still rely heavily on mid- to low-end models. Moreover, the government has shown concern over disorderly price competition within the automotive industry, as it could compress profit margins across the entire sector. Consequently, authorities intervened to halt the price war in a timely manner. Another point is that BYD's product designs are relatively conservative and conventional. Compared to its competitors, they lack modernity and technological appeal. This is a weakness, and I hope the company can improve in this area. I have noticed that its founder has been actively engaging with industry peers—perhaps they have recognized this issue as well. It will be interesting to see what new changes emerge next year.

adamsmith93

The company has grown in other areas like energy expansion. Competition is picking up in China yes but BYD isn't available in NA, a huge car market. Other competitors like GM and Ford are still burning cash. No other EV compares to Tesla's vehicles. Likewise they've all adopted NACS too, cornering the charging market. AI is being used in their self driving, something they've launched publicly and are expanding everyday. Not to mention the Optimus stuff.

ATG915

Bro created an account just to pump out BYD puff pieces

Quotama4

Yes. that is true. But BYD itself is lowering guidance because of competition. I am definitely not implying BYD isnt selling any cars or wont sell many in the future. I'm just saying that I think its unlikely that BYD will dominate this market like some seem to believe here, when there is literally quite a lot of competition in the EV market in China and in Europe or from the Koreans Hyunday and Kia. EVs are at nearly every dealer lot of any brand now. BYD is just one of the many in the market.

giggy13

> Xiaomi BYD is already selling cars while Xiaomi is planning too https://www.reddit.com/r/cars/comments/1ludomy/xiaomi_president_showcases_first_su7_ultra/ I see Xpeng has a few locations in the Netherlands, Denmark, Greece, France, Norway, Sweden etc. but it still seems a small-ish scale operation compared to BYD

stickman07738

The problem I have with BYD is that they had decreased profitability when lithium prices were at an all time low; thus to me, they lost cost control on other parts of their operations.

stickman07738

The problem I have with BYD is that they had decreased profitability when lithium prices were at an all time low; thus to me, they lost cost control on other parts of their operations.

RichRate6164

Their fast charging has received a lot of hype, and I think it's well-deserved. It shows one area where BYD is clearly ahead of competition. It could dominate globally far more if governments in the EU, USA, and Canada weren't so anti–free market. The West tends to champion free markets only when they themselves are in control. inb4 whining about subsidies

thadcorn

I was going to say the same thing. The reason why I'm bullish on BYD is not so much the cars, but it's the batteries. China has been putting robotics and battery education at the forefront of their mission statement. I think other countries will get lapped in this department.

chalavet

BYD has been moving like it’s stuck in traffic with no exit ramp. The fundamentals are still there, but sentiment is brutal right now. Stock split could spark some life, but it’s probably going to test patience before wallets. Long-term it feels like a comeback story, short-term it’s just pain.

Forsaken-Cattle152

The Chinese market has massive overcapacity and the cars are not quite fit for the European or US market. BYD is employing 1 M people - wild - I think they will dominate Africa and ME in time.

Quotama4

Isnt it just that BYD got a little too much hype and attention the last year. Its just a car manufacturer, but in reality they do not do anything that special that their competitors cannot do. Why does BYD get all the hype but for example not so much Geely group. BYD make good EVs at a competitive pricepoint ( maybe too competitive for their own good), but so do Geely, Xpeng, Xiaomi and others. Most European brands have relatively good EV offerings now. This isn't just a BYD vs Tesla thing and who will win the EV market. In reality no single car maker will win. It will be hard enough to turn enough profit in this highly competitive market to stay afloat. Let alone return value to investors in the near future. Its not only about pricepoints it will also increasingly be about customer satisfaction, which will mean investing in good dealership networks, warranty, parts availability for repairs and avoiding lawsuits for liabilities. You can pick your favorite Chinese EV car stock, but in reality right now its just a bet, since it will be hard to predict which ones will be left standing and gain in the long run.

BurritoFucker6969

BYD is considered to be cheap and affordable Chinese Housing Crisis Chinese Labor Crisis Slowdown of entry-level consumer goods You already know what's coming

Navetoor

CCP wants to desperately kill the American competition in foreign markets. I’d love to see BYD fail.

xViscount

Going to blow your mind. Surgical tariffs are good. Blanket tariffs are bad. Why do you think BYD isn’t in America despite having a 14k electric car? The Trump tariffs are equivalent to Hawley-Smoot and Andrew Jackson. For the history illiterate, both ended in a crippling depression

RepresentativeFan894

King of the EV is BYD.

Objective_Chest_1697

The EV king is BYD. TSLA is a robotics company this year. Next year will probably bring yet another pumping pivot. Gotta keep up…

Consistent-Sun5188

Yeah, BYD definitely overtook Tesla in pure EV sales volume, so the “EV king” title is debatable now. Tesla’s edge has been margins, brand, and tech  but as you said, cars alone are brutal. If robotaxis or Optimus actually scale, that’s where the upside story lies. Otherwise, it’s just another car company fighting in a cutthroat market.

TAKINAS_INNOVATION

I thought BYD stole their crown? Are people still calling Tesla the king of EVs?

Crashian

One in a dozen Chinese car companies that is fighting to stay alive, and has not been doing a good job at it. Brand confusion and overlap with Volvo. Volvo isn’t doing too hot either. I’d stay away. Maybe look at BYD, Xpeng, or Xiaomi. NIO if you buy into their battery swap gimmick.

Ill_Ground_1572

Yeah I am definitely intrigued by BYD. Their new tech that can charge a battery in minutes sounds pretty cool. Plus my buddy was just in China. He was blown away by BYD EVs. Honestly, I bought some SOK LiFePO4 batteries. SOK is a Chinese company and they are excellent quality. But holding Chinese stock scares me a bit....maybe something I need to get over...

Marslt

Two major positions I hold in this space are CATL & BYD, unfortunately both are Chinese companies listed overseas. They're 1) the most dominate battery makers globally, 2) best advantaged with supplychain & technology, 3) policy advantaged as China determines to dominate in solar & EV, and 4) 1/3 of China has very cold winters so they're both committed to solve the cold temp problem.

Eastern-Cat-3604

So he is stopping with producing cars? Was cybertruck the last one? Its weird to see that tesla is throwing their towels in the ring. Obvious for BYD is this a moment to dominate the whole car market! Interesting

ThrowFar_Far_Away

Yes when you aren't at the top it's much easier to post big growth numbers. Or are you as impressed with[Porsche's](https://www.best-selling-cars.com/wp-content/uploads/2025/07/Top-25-bestselling-BEV-brands-europe-hy2025-1445x1536.webp) 318% increase? Or Ford with a 223% increase? In the top 25 brands BYD is 7th in terms of growth. Yea it's good but not even close to the fastest.

Tall-Ad-9085

Tesla won’t survive the next 10 years. Musk seems bored and anything he gets involved with is a total disaster (fsd, cybertruck). Yes they renewed the models a bit but after upsetting his base in the USA, they won’t come back. Europeans are even more upset about his actions. India seems more about competitiveness - BYD is eating their lunch. I sold all some time ago.

Delicious-Air-7442

Alibaba and BYD are real threats, but Nvidia’s ecosystem and Tesla’s global scale still give them runway. The bigger risk is valuation, not competition alone.

Antique-Resort6160

China already had cheap, decent electric cars and recently cut prices aggressively. A decent quality BYD entry level model is like $7,000! Not much Tesla can do to as far as spending to upgrade existing models, they have to put funds towards discounts or come up with cheaper models.  They're getting clobbered in Europe too, also because of BYD. I live on an island in a developing country, there's a new BYD dealer here selling affordable cars, suvs, and trucks.  There won't be a Tesla dealer here for years, if ever.  BYD is eating their lunch, everywhere.

I-IV-I64-V-I

They're able to buy better Electric cars, both low and high end. They have free market capitalism over  there and can buy Kei Trucks and BYD cars

WickOfDeath

Elon missed to manage his company for half a year, he ruined his own image and that of Tesla by co-acting with the hardlines in the US gouverment. He wasted half a year in DOGE and achieved nothing. Would you buy something considered to be shit? Maybe that of a cat or cow? He needs to polish his image first then people might consider to buy Tesla again. Those 6 months for DOGE were crucial. No major updates to Tesla models where Nio, Polestar and BYD brought new features...

I-IV-I64-V-I

Tesla has to compete with actually good electric vehicles from Chyna in India. BYD is insanely well price and ignoring the social stuff around elon-> it's build quality is sooooo much nicer than TSLA