Tesla is defeated! After the transformation, Ford Motor won the "2021 Best Car Company in the U.S. Stock Market"

On January 5, Capital State learned that Ford Motor stood out, and its stock price increase in 2021 far exceeded that of new energy and traditional car companies such as Tesla and General Motors. Ford's stock price is up 136% in 2021. Tesla and General Motors rose only by more than 40%.

Chart source: Choice data

As Ford transforms into an electric vehicle company, its stock price continues to rise. Ford CEO Jim Farley has said that It is expected that Ford will become the world's second largest seller of electric vehicles within 2 years, will produce 600,000 electric vehicles in 2 years, and has the opportunity to surpass Tesla in electric vehicle sales.

Last December, Ford surpassed GM in market capitalization for the first time since 2016.

In contrast, new energy vehicle companies such as up-and-coming Lucid have performed inferiorly.

In July 2021, Lucid merged with SPAC. Lucid itself is positioned as a luxury electric vehicle brand, and some analysts believe that Lucid is a highly vertically integrated pure electric vehicle company that solves the high-end market of Tesla and above through key innovations.

But from the perspective of car delivery, Tesla's car delivery has repeatedly broken records, while Lucid's car delivery has been delayed again and again.

From the perspective of market capitalization, among the U.S. listed car companies, Tesla's market value is far ahead. By the end of 2021, Tesla's total market capitalization reached $1,061.2 billion.

Over the same period, rivian, the highly anticipated 2021 largest U.S. stock market, had a total market capitalization of $93.35 billion.

Although the third-quarter earnings report fell short of expectations, RIvian was still bullish. For the third quarter of 2021, Rivian recorded revenue of $1 million for the first time, with a net loss of $1.233 billion, compared to a net loss of $288 million for the same period last year.

Dan Ives, an analyst at Wedbush, said, "With the popularity and consumer demand for electric vehicles in the truck/SUV market, we believe Rivian, under the leadership of its visionary CEO and founder RJ Scaringe, is able to capture a significant market share in this EV arms race." ”

In 2022, new and old car companies will continue to fight each other. Colin Rusch, an analyst at Oppenheimer, called 2022 the "year of execution" for the tram industry. He said ev companies need to prove that they can deliver enough cars to cash in on their huge market cap.