Replies to post #534967 on Billionaire Boys Club Member Forum (BBCMF)

[mick]

Estimated Values in Bull and Bear Example Cases

2020 Example Bear Case 2025 Example Bull Case 2025
Cars Sold (millions) 0.5 5 10
Average Selling Price (ASP) $50,000 $45,000 $36,000
Electric Vehicle Revenue (billions) $26 $234 $367
Insurance Revenue (billions) Not Disclosed $23 $6
Human-Driven Ride-Hail Revenue (net, billions) $0 $42 $0
Autonomous Ride-Hail Revenue (net, billions) $0 $0 $327
Electric Vehicle Gross Margin (ex-credits) 21% 40% 25%
Total Gross Margin 21% 43% 50%
Total EBITDA Margin* 14% 31% 30%
Enterprise Value/EBITDA 162 14 18
Market Cap (billions) 673 $1,500 $4,000
Share Price** $700 $1,500 $4,000
Free Cash Flow Yield 0.4% 5% 4.2%