Is Tesla Still Beating Its Peers?

Core Insights - Tesla plans to expand production at its German factory from approximately 250,000 cars per year to one million, which involves constructing a new assembly hall the size of 60 soccer fields, although this may face local opposition [3] - The electric vehicle (EV) market is experiencing a slowdown, with increasing competition from Chinese automakers making Tesla's vehicles less appealing, particularly in international markets [4] - Tesla's Cybertruck has not met expectations, and competitors like Google's Waymo are advancing in self-driving technology, indicating that Tesla is not the only significant player in this space [4] Revenue Growth Comparison - Tesla's operating margin is 5.1%, which is moderate and higher than most competitors but lower than PACCAR's 11.4% [6] - Over the past 12 months, Tesla's revenue growth has been negative at -1.6%, trailing General Motors, Ford, and Rivian, but surpassing PACCAR and Oshkosh [6] - Tesla's stock surged by 88.1% in the last year, with a price-to-earnings (PE) ratio of 297.6, which is higher than its competitors [6] Operating Margin Comparison - The Trefis High Quality Portfolio, which includes 30 stocks, has consistently outperformed benchmarks such as the S&P 500, S&P mid-cap, and Russell 2000, indicating a more stable investment experience [7]