EXECUTIVE SUMMARY
- Chinese EV giant BYD has kicked off 2025 with an aggressive push that’s shaking up the global electric vehicle landscape.
- From launching EVs that can charge in just five minutes to a soaring share price and record sales, BYD is not just catching up with Tesla — it’s pulling ahead on nearly every front.
- In recent weeks, BYD’s stock surged to a record high following the announcement of its ultra-fast-charging Super e-Platform.
Detail
Chinese EV giant BYD has kicked off 2025 with an aggressive push that’s shaking up the global electric vehicle landscape. From launching EVs that can charge in just five minutes to a soaring share price and record sales, BYD is not just catching up with Tesla — it’s pulling ahead on nearly every front. In recent weeks, BYD’s stock surged to a record high following the announcement of its ultra-fast-charging Super e-Platform. The new technology allows its electric vehicles to achieve 400 kilometers of range in just five minutes, a development that could redefine EV adoption curves globally. January alone saw over 318,000 new-energy vehicles sold, with overseas sales hitting a record 67,025 units. Analysts have responded with enthusiasm, citing BYD’s growing momentum not just in technology and affordability but also in market share and export performance. As Tesla faces headwinds in its second-largest market, China, BYD is rapidly cementing its lead. Baptista Research looks to evaluate the different factors that could influence the company’s price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology. In this report, we have carried out a fundamental analysis of the historical financial statements of the company. We have added reasonable forecasts of the annualized income statement and cash flows and carried out a DCF valuation of the company using its Weighted Average Cost of Capital (WACC) to determine a forecasted share price. We have further incorporated a sensitivity analysis/ scenario analysis to understand how changes in key assumptions could impact the valuation under 3 scenarios – a base case, a bull case, and a bear case. These additional layers of analysis serve to provide a comprehensive and robust valuation, giving investors a nuanced understanding of the inherent risks and opportunities.
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Originally Posted March 26, 2025 – BYD’s 5-Minute Charge to Global EV Supremacy: Is Tesla Already Left Behind?
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