|TSLA Overview
TSLA

Tesla, Inc.

Industrials • CIK: 0001318605

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Market Cap
$1.43T
P/E (TTM)
281.5x
Rev Growth (TTM)
-1.6%
Net Margin (TTM)
5.3%
FCF Yield (TTM)
0.5%
FCF Margin (TTM)
7.1%

LATEST EARNINGS

Q4 FY2025
16 days ago
View source
Revenue
Net Income
EPS
  • Energy generation and storage revenue grew 25% YoY to $3.84B.
  • Services and other revenue grew 18% YoY to $3.37B.
  • Total GAAP gross margin improved to 20.1% from 16.3% in the prior year quarter.
  • Quarter-end cash, cash equivalents and investments increased 21% YoY to $44.1B.

Cash Flow Health

Free Cash Flow7/8 positive
TTM$6.8B
Q3 '25
$4.0B+2633%
Q2 '25
$146M-78%
FCF Margin
TTM7.1%
Q3 '2514.2%+2088%
Sector: 7.3%Below Avg
OCF Margin16.5%
OCF/NI3.10x
CapEx Coverage1.8x
FCF Yield0.5%
FCF Growth (2Y)-8%
Cash Conversion Cycle
16 days
DSO: 15+DIO: 62DPO: 61

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)$6.8B
Capital Return / FCF0.0%
Est. Dividends Paid (TTM)$0
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
8.8%
Volatile
-0.8% YoY-50.8%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
3.7%
8Q: 4.5%
Asset Turnover
0.76x
8Q: 0.85x
Leverage (1+D/E)
1.02x
D/E: 0.02x
DuPont: 2.9%8.8% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
2.56x
8Q:2.87x
-62.1%
Invested Cap Turn
2.39x
8Q:2.64x
-40.5%
CapEx Intensity
22.2%
8Q:26.0%
CapEx/Depreciation
1.85x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Revenue
$95.6B
$28.1B24.9%
$22.5B16.3%
$19.3B24.8%
$25.7B2.1%
$25.2B1.2%
$25.5B19.7%
$21.3B15.4%
$25.2B
Operating Income
$4.5B
$1.6B75.9%
$923.0M131.3%
$399.0M74.8%
$1.6B41.7%
$2.7B69.3%
$1.6B37.1%
$1.2B43.3%
$2.1B
Net Income
$5.1B
$1.4B17.2%
$1.2B186.6%
$409.0M80.8%
$2.1B2.2%
$2.2B55.2%
$1.4B2.2%
$1.4B81.9%
$7.9B
Operating Cash Flow
$15.7B
$6.2B145.6%
$2.5B17.8%
$2.2B55.2%
$4.8B23.0%
$6.3B73.2%
$3.6B1392.6%
$242.0M94.5%
$4.4B
Free Cash Flow
$6.8B
$4.0B2632.9%
$146.0M78.0%
$664.0M67.4%
$2.0B25.7%
$2.7B104.6%
$1.3B152.9%
$-2.5B222.8%
$2.1B
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
281.5x
Valuation Lenses
Earnings
281.5x
vs sector
Cash Flow
152.7x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
32.1P/E per %ROIC
ROIC: 8.8%
Shareholder Returns
Dividend
Buyback
Total Yield
Market Cap$1.43T
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
49/100
Average

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

Returns on Capital

Return on Equity (ROE)Below Avg
6.8%
8Q:
Return on Invested Capital (ROIC)Top 25%
8.8%
8Q:
-50.8%
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: 3.7%
Asset Turnover: 0.76x

Earnings Quality

Cash Conversion

3.10x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin17.0%

Capital Efficiency

Invested Capital Turnover2.39x

Working Capital

Cash Conversion Cycle16 days

Growth Quality & Momentum

Low Quality
Growth Quality Score
44/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
-1.6%
OpInc Growth YoY
-40.2%
EPS Growth YoY
-60.8%
FCF 3Y CAGR
-8.5%

Growth Quality Analysis

Sustainability Index: 3.0/10 - Growth sustainability concerns

Margin Quality & Sustainability

Low Quality
Profitability Cascade
Gross
17.0%
Operating
4.7%
Below Avg in sector
Net
5.3%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+1.8 pts
FCF: 7.1% | Net: 5.3%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $39.80B
Interest Coverage
+Net cash position: $39.80B
Leverage Metrics
Debt-to-Equity
0.02x
Balance sheet risk & solvency analysis