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Tesla (NASDAQ: TSLA) reported 337,000 vehicle deliveries in Q1 2025, the lowest in over two years, amid increased competition and a projected fall in deliveries of 23% year-over-year for May, leading Wells Fargo analyst Colin Langan to issue a sell rating. He warns the stock is at risk of a 60% decline. In contrast, BYD (OTC: BYDDY) surpassed Tesla in revenue in 2024 with $107 billion and $5.6 billion in profit, capturing over 30% of the EV market in China compared to Tesla’s 6%.
BYD is reportedly building cheaper, more efficient EVs and plans to generate half its sales outside China by 2030. It achieved nearly $24 billion in revenue in Q1 2025, up 36% year-over-year, with analysts projecting a 24% earnings growth for the company. Meanwhile, Tesla’s future hinges on initiatives like its robotaxi service, with expectations of generating revenue from up to 1,000 robotaxis by year-end 2025.
While Tesla may have a higher valuation, trading at 179 times earnings vs. BYD’s 25 times, Tesla’s core business is struggling, prompting analysts to consider BYD the more sensible investment choice currently.
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