Lucid Group vs Tesla
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KIRAβs take AI analyst
I put Lucid Group and Tesla side by side, using each oneβs latest annual report. Here is what stands out:
- Tesla is the larger business, with $94.8B of revenue in fiscal 2025 against $1.4B for Lucid Group, about 70 times as much.
- Lucid Group grew revenue faster (67.6%, against β2.9%).
- Tesla kept more of each dollar of sales as operating profit (4.6% operating margin, against β258.7%).
- Tesla turned more of its sales into free cash flow (6.6% FCF margin, against β280.7%).
- Tesla earned a higher return on the capital invested in it (7.2%, against β136.7%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Lucid Group
LCID
2/10
Revenue growth5-year growth
Tesla
TSLA
8/10
Gross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreShare count change
Side by side
Best in the row
| Latest fiscal year | LCID FY25 | TSLA FY25 |
|---|---|---|
| Size | ||
| Market cap | $1.3B | $1.39T |
| Revenue | $1.4B | $94.8B |
| Free cash flow | β$3.8B | $6.2B |
| Net income | β$2.7B | $3.8B |
| Growth | ||
| Revenue growth | 67.6% | β2.9% |
| 5-year growth | 220.6% | 24.6% |
| Share count change | 28.2% | 0.9% |
| Profitability | ||
| Gross margin | β92.8% | 18.0% |
| Operating margin | β258.7% | 4.6% |
| Net margin | β199.3% | 4.0% |
| FCF margin | β280.7% | 6.6% |
| Return on capital | β136.7% | 7.2% |
| Return on equity | β117.6% | 4.9% |
| Balance sheet | ||
| Net debt | $1.3B | β$37.3B |
| Net debt / EBITDA | β | β4.0x |
| Dividends and buybacks | $0.0M | $0.0M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 3 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.