The Motley Foolยท2025-04-14 12:05Core Insights - Tesla has seen a remarkable increase in share value of over 19,000% since 2010, making it one of the best investments of all time [1] - With a market cap nearing $800 billion, investors are now looking for the next potential high-growth electric vehicle (EV) stock [2] Rivian (RIVN) - Rivian is highlighted as a top pick among EV stocks for 2025, with an appealing risk-reward trade-off based on its growth prospects and valuation [3] - The company offers two high-end luxury models, the R1T and R1S, priced above $100,000, which limits its total addressable market [4] - Rivian's sales growth is expected to plateau, with analysts predicting a 17.5% decrease in sales next quarter, while competitors are expected to grow sales at double-digit rates [4] - Rivian's stock is currently priced at 2.3 times sales, which is a significant discount compared to competitors [6] - Sales growth is anticipated to improve in 2026 with the launch of three mass-market models priced under $50,000, expanding Rivian's potential sales base [6] - Despite near-term poor results, Rivian's valuation is considered attractive for long-term investors willing to hold for several years [7] Lucid Group (LCID) - Lucid Group is presented as a stock with potentially larger growth than Rivian, albeit with higher risks [8] - The company has a higher valuation than Rivian, trading at 7.7 times sales, but is expected to see revenue growth of over 50% this quarter due to the introduction of its new Gravity SUV platform [9] - Lucid plans to release three new affordable models starting production in 2026, but faces financial challenges with only $1.6 billion in cash compared to Rivian's $5.3 billion [10] - The recent resignation of Lucid's CEO adds uncertainty to its production timelines [10] - While Rivian is preferred for its clearer path to affordable models, Lucid's lower market cap of $8 billion suggests it may have more raw upside potential [12]