EV Stocks Performance
Track 13 electric vehicle stocks across pure EV makers, legacy auto, components, and charging infrastructure
Pure EV Makers
4 stocks
| Company | Ticker | 1Y Return | 5Y Return | Market Cap |
|---|---|---|---|---|
| Tesla, Inc. | TSLA | -9.2% | +17.0% | $1.58T |
| NIO Inc. | NIO | -54.2% | -92.2% | $8B |
| Lucid Group, Inc. | LCID | -82.8% | -98.9% | $1B |
| Rivian Automotive, Inc. | RIVN | -6.4% | N/A | $18B |
Legacy Auto (EV Transition)
2 stocks
| Company | Ticker | 1Y Return | 5Y Return | Market Cap |
|---|---|---|---|---|
| General Motors Company | GM | +28.4% | +57.9% | $74B |
| Ford Motor Company | F | -1.8% | +4.4% | $49B |
EV Components & Parts
4 stocks
| Company | Ticker | 1Y Return | 5Y Return | Market Cap |
|---|---|---|---|---|
| Garmin Ltd. | GRMN | +28.9% | +85.0% | $53B |
| ON Semiconductor Corporation | ON | +40.9% | +55.1% | $28B |
| BorgWarner Inc. | BWA | +18.4% | +38.2% | $10B |
| Aptiv PLC | APTV | -46.5% | -74.2% | $9B |
Battery & Materials
1 stocks
| Company | Ticker | 1Y Return | 5Y Return | Market Cap |
|---|---|---|---|---|
| Albemarle Corporation | ALB | -6.0% | -59.6% | $11B |
EV Charging & Solar
2 stocks
| Company | Ticker | 1Y Return | 5Y Return | Market Cap |
|---|---|---|---|---|
| First Solar, Inc. | FSLR | -25.3% | +59.9% | $19B |
| Enphase Energy, Inc. | ENPH | -14.9% | -85.7% | $3B |
5-Year Returns Comparison
EV Stock Landscape
The EV sector spans multiple industries: pure-play manufacturers (Tesla, Rivian, Lucid), legacy automakers transitioning to electric (Ford, GM), component suppliers (Aptiv, BorgWarner), and supporting infrastructure (charging, solar, batteries).
Key trends: Tesla dominates with first-mover advantage and scale. Legacy auto is investing heavily but faces margin pressure during transition. EV startups struggle with production scaling and cash burn. Component suppliers benefit regardless of which EV maker wins.
What to watch: Battery costs, charging infrastructure buildout, government incentives, and competition from Chinese EV makers are key factors affecting sector returns.
Frequently Asked Questions
What are the best EV stocks to invest in?
Among EV-related stocks, GRMN leads with a 5-year return of +85.0%. Tesla remains the dominant pure EV maker by market cap, while component suppliers like ON Semiconductor and Aptiv offer diversified EV exposure with less single-company risk.
How does Tesla compare to other EV companies?
Tesla is the largest pure EV maker by far, with first-mover advantage, scale, and profitability that rivals lack. Rivian and Lucid struggle with production scaling and cash burn. Legacy automakers Ford and GM are investing heavily in EV but face margin pressure during the transition from internal combustion.
What is the outlook for EV stocks?
The EV sector has been volatile, with an average 5-year return of -7.8% across 13 stocks. Key factors include battery cost reductions, charging infrastructure buildout, government incentives like the IRA tax credits, and growing competition from Chinese EV makers like BYD.
What are the best EV charging stocks?
EV charging pure-plays have struggled with profitability, but companies like Enphase and First Solar benefit from the broader electrification trend. For charging exposure, consider ETFs or larger companies building charging networks. Tesla Supercharger remains the largest network in the US.
Should I invest in EV stocks or EV ETFs?
EV ETFs like DRIV (Global X Autonomous & Electric Vehicles) and IDRV (iShares Self-Driving EV and Tech) provide diversified exposure across the EV supply chain. Individual stocks offer higher upside but carry significant risk, especially among unprofitable EV startups with high cash burn rates.