Every Rivian Investor Should Keep an Eye on These 2 Numbers

Core Viewpoint - Rivian Automotive shares are trading at a significant discount compared to peers like Lucid Group and Tesla, but the company has substantial growth potential in sales expected within the next 12 months [1]. Group 1: Current Valuation - Rivian shares currently trade at 2.2 times sales, which is considerably lower than competitors such as Tesla and Lucid Group [2]. - The market is not pricing in much growth for Rivian stock, as anticipated growth is expected to occur beyond most analysts' forecasts [7]. Group 2: Future Growth Potential - Rivian plans to release three new mass market vehicles in the next year, with production expected to start in early 2026, priced under $50,000, making them more accessible to a larger customer base [3]. - Historical context shows that when Tesla launched its mass market vehicles, sales doubled or tripled in subsequent years, indicating a similar potential for Rivian [4]. - Despite the anticipated growth, Rivian's sales base is expected to remain flat over the next 12 months, with shares trading at approximately 2.5 times forward sales [6]. Group 3: Market Expectations - Current estimates do not account for sales from Rivian's new mass market vehicles, which could lead to an increase in stock valuation relative to Lucid and Tesla once these estimates are included [7].