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Tesla Valuation Series Part 2: Valuing Automotive Hardware Sales

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1y Mar 26, 2021
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This is part two of the Spark Spread Valuation Series. In this video Matt walks through a deep dive of the Auto portion of his overall Tesla Valuation. Make sure you check out part one of the valuation series: https://youtu.be/QMPXj6N9TAo.

Disclaimer: This video is for informational and educational purposes only, and is not investment advice! Do your own research.

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Table of Contents

Timecode Title
00:00:53 Deliveries
00:02:09 Sensitivity Analysis
00:04:42 Pricing
00:05:57 Important note on Regulatory Credits
00:06:16 Average Sales Price
00:07:21 Manufacturing Margins
00:07:40 Core Manufacturing Margin
00:08:52 Services & Other
00:09:57 Gross Margin
00:10:16 CapEx
00:12:29 Gut Checks

About Spark Spread

Spark Spread provides thoughtful analysis of Tesla's energy business, quarterly financial insights, and much more.

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