BYDDY
🚀 BYD demonstrates impressive sales growth, significantly outpacing Tesla and even surpassing its quarterly revenue in the latest reported period.
📈 Unlike Tesla’s stagnation, BYD shows consistent and strong EPS growth, with positive forecasts indicating continued expansion in profitability.
🌏 Technically strong, breaking historical highs, and strategically positioned to benefit from global expansion (excluding the US), potentially mitigating geopolitical risks like tariffs.
@VisionariosBolsa:
“But what are we seeing in BID, which is what I find most interesting? BYD, as I said, years ago it wouldn’t make sense to open this debate, but today it makes a lot of sense because you’ll see it right now. In BYD, we have a company worth 124 billion dollars, a much smaller company than Tesla. We might say, ‘Well, it will also be smaller, bill less, have less name recognition. Maybe we on this side of the world don’t know it as well.’ So let’s delve a bit into those numbers, as we did with Tesla. What are we seeing in EPS? That earnings per share. We’re seeing that it’s also a profitable company, but in this case, hey, there is growth. Here we are seeing how year after year there continues to be growth, especially in these recent years, and the forecasts for 2025 continue to be for 33% growth, and in 2026, 21% growth. EPS, earnings per share. This is also a company that invests heavily; it’s also a company that, while not having as much diversification as Tesla, well, it’s also a company that competes at number one with Tesla in electric vehicles. It’s also a company that has certain investments in alternative energies, a company with certain investments in artificial intelligence too, with this autonomous driving theme. Therefore, hey, they can be compared there, although it’s true that I consider Tesla an ecosystem that goes much further, and that’s what can differentiate it in the long run. But well, the numbers are there, and for now, we’re seeing how we already start to see certain differences here. Now, what are we seeing in those sales? In the end, that’s the most important thing. Hey, is the company growing too? Is it stagnant? Is it not? Well, notice how impressive it is that in those sales, we’re seeing the company grow at digits of 60, 50, 30. Here we had a few months of stagnation, 26, 29, 48% in the last quarter. Look, December 2024, last reported quarter, it grew by 48%. Absolutely crazy data, like the Tesla of years ago had. But not only that, if we come back to Tesla again, notice how Tesla is billing 25, 25, 21 billion. Upcoming quarters expect 21, 25, 26, meaning it’s stagnant at 25, 21, 26 billion. It was, until now, the company that billed the most in the world in its sector. But what are we seeing in these last quarters with this brutal growth we’re seeing in BID? Well, look, last quarter, 37.7 billion. 37 billion, meaning it has overtaken Tesla’s revenue from the right and the left. After Tesla was the queen, billing the most, BID comes and overtakes it from all possible sides. But it’s not just a lucky quarter; the forecasts tell us the company expects to continue growing at rates of 44%, 20%, meaning continuing to bill 24, 29, 34 billion when Tesla expects to remain in the upcoming quarters in that line of 25, 26, 29 billion. Therefore, the overtaking from the right and left that this company is giving Tesla is crazy. Now, quarterly EPS, look, more of the same, growth every quarter when we saw that instability in Tesla’s chart. Well, what is the chart telling us? Because I was a bit surprised, how is it possible that I have this concept of Tesla as number one, and we’re seeing how it’s suffering this overtaking by BYD? Besides, with such a huge difference. In theory, the two companies competing for number one, but something is changing; one is stagnating, and the other is growing immensely. Well, technically, notice how the numbers translate into price, okay? Because notice how the chart is very similar, many years of consolidation, just like we saw in Tesla. We have that attempt to go to highs, but here it’s not just an attempt; we have a breakout to historical highs, and right now we are configuring a new base at those historical highs. Therefore, the trend, in this case, is bullish, not only long-term but also short-term. Look, if we go to a monthly chart, how we have this chart exactly traced from Tesla’s, consolidation for many years after that great rise of 2019-2020, but in this case, we do have a breakout to historical highs. In Tesla, we saw how we broke, returned, and now we were down here, and in this case, we see that there is indeed a breakout to historical highs, and we remain in the high zone. What’s more, we are within a new bullish trend. Notice how we break that pattern, how we break it with a lot of volume, how there’s a catalyst with those very good corporate results, and the company starts to find support here on certain moving averages that will begin to support it so we see that trend. In fact, I think we are looking at a super interesting company to potentially be invested in this week. Now we can say, ‘Well, but on one hand, the tariff issue, what will happen with Tesla? What will happen with BID? Does one come out winning?’ I actually consider that both are very well-positioned on this issue because we all know Tesla has its megafactory in Europe, in the United States, in China; it’s positioned everywhere. Therefore, well, it might dodge the issue a bit there, but undoubtedly BID is the big winner. Why? Because BID doesn’t sell in China. Simple as that, eh? Sorry, doesn’t sell in China. Obviously, it sells in China; it’s number one in China. It doesn’t sell in the United States, okay? BYD in the United States simply has a presence selling electric buses in certain states, its smallest niche, but it doesn’t sell electric cars in the United States precisely because the company’s policy is to grow in the rest of the world and leave the United States aside precisely because of those geopolitical tensions, okay? They’ve said it several times, and well, look, it seems to be working out very well for them. What are BID’s ambitions? To be number one in China, they already are, and to end up being number one in Europe and Latin America, which is what they are going for right now and what is giving them all that growth. Therefore, as I said, I think it’s a company that also comes out super reinforced from the tariffs, because while companies, mostly American, will be very hurt by this whole issue with respect to the rest of the world if these tensions, these tariffs with Europe, with whoever, end up being confirmed, it will be a very benefited company, okay? So, as I said, on this side, I think it’s a company that is healthy in every sense: fundamentals, technicals, general geopolitical issues, macroeconomics. I think it’s a company that comes out healthy on all sides because almost nothing harms it, unless we see a recession that really gets reflected in the numbers.”
Watch the exact part of the video where @VisionariosBolsa talks about BYD here:
Watch the video on YouTube
Read more articles analyzing BYD (BYDDY) at the provided link. BYDDY stock.
