|JOBY Overview
JOBY

Joby Aviation, Inc.

Industrials • CIK: 0001819848

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Market Cap
$12.68B
P/E (TTM)
-12.0x
Rev Growth (TTM)
+1934.5%
Net Margin (TTM)
-4657.2%
FCF Yield (TTM)
-4.2%
FCF Margin (TTM)
-2352.7%

LATEST EARNINGS

Q4 FY2025
9 days ago
View source
Revenue
N/A
Net Income
N/A
EPS
N/A
  • Record certification progress with an 18-point increase in FAA progress on the fourth stage of type certification.
  • First FAA-conforming aircraft for Type Inspection Authorization (TIA) are in production.
  • Plans to carry first passengers in Dubai and participate in the White House-backed eVTOL Integration Pilot Program in 2026.
  • Agreement to acquire a 700,000+ sq ft manufacturing facility in Dayton, Ohio, to double production capacity to four aircraft per month in 2027.

Cash Flow Health

Free Cash Flow0/8 positive
TTM$-533M
Q3 '25
$-152M-28%
Q2 '25
$-119M+6%
FCF Margin
TTM-2352.7%
Q3 '25-674.3%+100%
Sector: 5.4%Below Avg
OCF Margin-2107.5%
OCF/NI0.45x
CapEx Coverage-8.6x
FCF Yield-4.2%
FCF Growth (2Y)
Cash Conversion Cycle
0 days
DSO: 0+DIO: DPO:

Capital Allocation & Returns

Total Shareholder Yield
TTM0.0%
Div Yield0.0%

Insufficient data

Dividend & Payout Metrics
Dividend Yield (TTM)0.0%
Free Cash Flow (TTM)$-532.8M
Capital Return / FCF0.0%
Est. Dividends Paid (TTM)$0
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
-62.4%
Moderate
-0.2% YoY-16.6%
P25MedianP75
25th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
-2925.9%
Asset Turnover
0.02x
8Q: 0.00x
Leverage (1+D/E)
1.00x
D/E: 0.00x
DuPont: -56.2%-62.4% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
0.18x
8Q:0.00x
+35.9%
Invested Cap Turn
0.02x
8Q:0.00x
+4.2%
CapEx Intensity
5.2%
8Q:4.4%
CapEx/Depreciation
1.44x
Depreciation Rate Trend
⚠ Declining -4.2%
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Revenue
$22.6M
$22.6M150393.3%
$15.0K
$0100.0%
$55.0K96.4%
$28.0K0.0%
$28.0K12.0%
$25.0K97.6%
$1.0M
Operating Income
$-662.7M
$-181.7M8.2%
$-167.9M2.8%
$-163.3M8.9%
$-149.9M4.4%
$-156.7M8.6%
$-144.3M1.1%
$-145.9M13.8%
$-128.2M
Net Income
$-1.1B
$-401.2M23.6%
$-324.7M294.0%
$-82.4M66.5%
$-246.3M71.2%
$-143.9M16.7%
$-123.3M30.3%
$-94.6M17.8%
$-115.1M
Operating Cash Flow
$-477.2M
$-139.2M30.6%
$-106.6M4.0%
$-111.0M7.9%
$-120.5M9.2%
$-110.3M11.6%
$-98.8M7.3%
$-106.6M27.9%
$-83.3M
Free Cash Flow
$-532.8M
$-152.2M28.2%
$-118.7M5.7%
$-125.9M7.4%
$-135.9M13.1%
$-120.2M12.0%
$-107.3M5.5%
$-113.5M24.5%
$-91.2M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
-12.0x
Volatile
8Q: -31.0x+184%
Multiple expansion without fundamental improvement
Valuation Lenses
Earnings
-12.0x
vs sector
Cash Flow
-11.9x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
P/E per %ROIC
ROIC: -62.4%
Shareholder Returns
Dividend
Buyback
Total Yield
Market Cap$12.68B
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
-151/100
Below Average

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Top 10%
-1.2%
8Q:
Return on Invested Capital (ROIC)Below Avg
-62.4%
8Q:
-16.6%
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: -2925.9%
Asset Turnover: 0.02x

Earnings Quality

Cash Conversion

0.45x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin

Capital Efficiency

Invested Capital Turnover0.02x

Working Capital

Cash Conversion Cycle0 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
70/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
1934.5%
OpInc Growth YoY
-15.9%
EPS Growth YoY
-91.4%
FCF 3Y CAGR
N/A

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
Operating
-2926.6%
Below Avg in sector
Net
-4657.2%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+2304.5 pts
FCF: -2352.7% | Net: -4657.2%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $978.12M
Interest Coverage
+Net cash position: $978.12M
Leverage Metrics
Debt-to-Equity
0.00x
Balance sheet risk & solvency analysis