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Should You Forget KULR and Buy These 2 Millionaire-Maker Stocks Instead?
KULRKULR Technology (KULR) The Motley Fool·2025-01-06 11:30

KULR Technology Group - KULR's stock surged over 1,000% in the past two months due to increased commercial and government contracts and its plan to allocate 90% of surplus cash to Bitcoin, attracting crypto investors [1] - The company specializes in fiber-based heat management products for lithium-ion batteries, originally developed for NASA, and now serves government, tech, and aerospace sectors [2] - Analysts project a 73% CAGR in revenue from 2023 to 2026, but its enterprise value of 730millionand55xnextyear′ssalesvaluationposerisks[3]IntuitiveMachines−IntuitiveMachinesfocusesonlunarexplorationandlandingvehicles,securingthreemajorNASAcontractsin2021andsuccessfullylaunchingitsNova−ClunarlanderinFebruary2024[4]−Thecompanyachievedarecordquarterlybacklogof730 million and 55x next year's sales valuation pose risks [3] Intuitive Machines - Intuitive Machines focuses on lunar exploration and landing vehicles, securing three major NASA contracts in 2021 and successfully launching its Nova-C lunar lander in February 2024 [4] - The company achieved a record quarterly backlog of 316 million in Q3 2024, supported by new NASA contracts, including a 4.8billionnear−spacenetworkdeal[5]−Revenueisexpectedtogrowfrom4.8 billion near-space network deal [5] - Revenue is expected to grow from 80 million in 2023 to 215−215-235 million in 2024, with analysts forecasting a doubling of revenue to 497millionby2026andprofitabilityby2026[6]−Withanenterprisevalueof497 million by 2026 and profitability by 2026 [6] - With an enterprise value of 1.5 billion, the company trades at 4x next year's sales, positioning it for potential multibagger gains in the lunar exploration race [7] Nio - Nio is a leading Chinese EV manufacturer known for its swappable battery technology, offering a faster alternative to traditional charging [8] - Deliveries grew by 34% in 2022 and 31% in 2023, slowed by China's economic slowdown, cooling EV market, competition, and adverse weather, with vehicle margins halving from 20.2% in 2021 to 9.5% in 2023 [9] - For 2024, Nio expects a 51%-53% increase in deliveries, driven by premium ET-series sedans and cheaper Onvo smart vehicles, with revenue projected to grow at a 29% CAGR from 2023 to 2026 [10] - With an enterprise value of 64.8 billion yuan ($8.9 billion) and a P/S ratio below 1, Nio's stock is undervalued, though higher tariffs and competition remain concerns [11]