Quote:
Originally Posted by F32Fleet
Haven't you heard? Per the fanboys Tesla isn't a car company. They're a technology company. Sheeesh <sarcasm>
|
Hey, real quick for fun, let's break down TSLA's growth price:
So today they'd be $2,375 pre-split, so let's use that ... just spitballin
CURRENT REVENUE (aggressive estimates, includes expansion)
• $300/sh for autos, i'm being aggressive
• $100/sh for future vehicles (e.g., truck, roadster, etc)
• $50/sh for software (e.g., autopilot)
• $50/sh for services (e.g., maintenance, repairs)
• $100/sh for consumer energy (e.g., solar, powerwall, chargers)
• $50/sh for industrial energy (e.g., megapack)
• $50/sh for financial services (e.g., loans, leasing, insurance)
• $10/sh for regulatory credits (e.g., B2B sales to non-compliant automakers)
FUTURE (aggressive estimates, doesn't include dreamer stuff)
• $200/sh for B2B automaker sales (e.g., B2B tech sales: batteries, tech, etc)
• $100/sh for V2G (e.g., selling supercharger storage to utilities)
That gets me to $1010 / share ... and those napkin estimates are pretty generous.
Yup, TSLA overpriced.