1、MOBILITY TECH Q3Public Company Comp Sheet and Valuation GuidePitchBook Data,Inc.John Gabbert Founder,CEONizar Tarhuni Senior Director,Institutional Research&EditorialPaul Condra Head of Emerging Technology ResearchInstitutional Research GroupAPublished on November 7,2022MOBILITY TECH Q3 PUBLIC COMPA
2、NY COMP SHEET AND VALUATION GUIDE2Jonathan Geurkink Analyst,Emerging TKey takeaways Mobility Tech IPOs of the past couple years have struggled in public markets.On a YTD basis,shares of EV startups and incumbents have underperformed the broader market.Challenges getting manufacturing to scale as wel
3、l as supply chain issues for key electric vehicle components and materials have compounded issues.Years of declining costs in electric vehicle batteries appear to have bottomed as demand surged and materials supply and manufacturing struggled to keep up.Data connectivity and analytics in mobility lo
4、ok set to become major opportunities but are not yet reflected in results or share price performance of public market participants.Auto OEMs appear to be holding a tight grip on mobility-related data streams.This past years massive volatility in used car prices has roiled new entrants in the auto co
5、mmerce segment,while incumbents such as AutoNation have held steady.Teslas YTD share price decline of 35%has likely set the tone for much of the mobility tech market,but the recent successful IPO of Intels Mobileye business offers promise for those companies that can demonstrate revenue growth and e
6、arnings.3MOBILITY TECH Q3 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDEStock returns*4MOBILITY TECH Q3 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDERevenue5MOBILITY TECH Q3 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDERevenue6MOBILITY TECH Q3 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDEEBITDA7MOBIL
7、ITY TECH Q3 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDEEBITDA8MOBILITY TECH Q3 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDEFree cash flow9MOBILITY TECH Q3 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDEFree cash flow10MOBILITY TECH Q3 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDEOperating cash flow
8、11MOBILITY TECH Q3 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDEOperating cash flow12MOBILITY TECH Q3 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDEEarnings per share13MOBILITY TECH Q3 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDEEarnings per shareAdditional Research2022 by PitchBook Data,Inc.All rig
9、hts reserved.No part of this publication may be reproduced in any form or by any meansgraphic,electronic,or mechanical,including photocopying,recording,taping,and information storage and retrieval systemswithout the express written permission of PitchBook Data,Inc.Contents are based on information f
10、rom sources believed to be reliable,but accuracy and completeness cannot be guaranteed.Nothing herein should be construed as any past,current or future recommendation to buy or sell any security or an offer to sell,or a solicitation of an offer to buy any security.This material does not purport to c
11、ontain all of the information that a prospective investor may wish to consider and is not to be relied upon as such or used in substitution for the exercise of independent judgment.Q1 2022 Mobility Tech ReportDownload the report hereQ2 2022 Mobility Tech ReportDownload the report hereQ3 2022 Mobility Tech ReportDownload the report herePitchBook Analyst Note:Hydrogen Fuel Cells Back in the SpotlightDownload the report here