PitchBook-2023年二季度移動(dòng)技術(shù)公開薪酬表和評(píng)估指南（英）-2023

EMERGING

TECH

RESEARCHMobi

lit

y

TechPubl

ic

Comp

Sheetand

Va

luation

Gu

ideQ22023Key

takeawaysPitchBook

Data,Inc.John

Gabbert

Founder,

CEONizar

Tarhuni

Vice

President,

Institutional

Researchand

Editorial?

Anarrowlistof

megacaptechstockshasdriventhemarketYTD.TheS&P

500

isup16%

YTD,whiletheS&P

Infotechsectorhasrisennearly3xthatlevel.Paul

Condra

Head

of

Emerging

Technology

ResearchInstitutionalResearchGroup?

Tesla

sharesmadethelistandhave

nearlydoubledYTD,despiteanalystsratchetingdownearningsexpectations.AnalysisJonathan

GeurkinkAnalyst,

Emerging

Technologyjonathan.geurkink@?

Sharesof

traditionalautoOEMshave

keptpacewiththeoverallmarketYTD,whilenewerEV

manufacturers—otherthanTesla—have

struggled.RiviansharesdeclinedinthefirsthalfasproductionschedulesgotpushedoutandLordstownMotorsfiledforbankruptcyinthelastweekof

Q2

2023.pbinstitutionalresearch@Published

on

July

7,

2023?

Theautocommercegroupof

stockshasenjoyedsolidperformanceYTD

acrosstheboard.Carvanaledthegroupasitbouncedbackfromthebrinkin2022,butnearlyallthereststronglyoutperformedtheoverallmarket.?

Valuationsacrossmorerecentlypublicmobilitytechcompaniesremainvolatile.We

welcomeyourfeedback,questions,

and

ideas.

Sendcommentsto

JonathanGeurkink.Q22023MOBILITY

TECHPUBLIC

COMPSHEET

AND

VALUATIONGUIDE2Stock

returnsSource:Morningstar

?

Geography:Global

?

*As

ofJune30,2023Q22023MOBILITY

TECHPUBLIC

COMPSHEET

AND

VALUATIONGUIDE3RevenueSources:MorningstarandFactSet

?

Geography:Global

?

*As

ofJune30,2023Q22023MOBILITY

TECHPUBLIC

COMPSHEET

AND

VALUATIONGUIDE4RevenueSources:MorningstarandFactSet

?

Geography:Global

?

*As

ofJune30,2023Q22023MOBILITY

TECHPUBLIC

COMPSHEET

AND

VALUATIONGUIDE5EBITDASources:MorningstarandFactSet

?

Geography:Global

?

*As

ofJune30,2023Q22023MOBILITY

TECHPUBLIC

COMPSHEET

AND

VALUATIONGUIDE6EBITDASources:MorningstarandFactSet

?

Geography:Global

?

*As

ofJune30,2023Q22023MOBILITY

TECHPUBLIC

COMPSHEET

AND

VALUATIONGUIDE7Free

cash

?owSources:MorningstarandFactSet

?

Geography:Global

?

*As

ofJune30,2023Q22023MOBILITY

TECHPUBLIC

COMPSHEET

AND

VALUATIONGUIDE8Free

cash

?owSources:MorningstarandFactSet

?

Geography:Global

?

*As

ofJune30,2023Q22023MOBILITY

TECHPUBLIC

COMPSHEET

AND

VALUATIONGUIDE9Operating

cash

?owSources:MorningstarandFactSet

?

Geography:Global

?

*As

ofJune30,2023Q22023MOBILITY

TECHPUBLIC

COMPSHEET

AND

VALUATIONGUIDE10Operating

cash

?owSources:MorningstarandFactSet

?

Geography:Global

?

*As

ofJune30,2023Q22023MOBILITY

TECHPUBLIC

COMPSHEET

AND

VALUATIONGUIDE11Earnings

per

shareSources:MorningstarandFactSet

?

Geography:Global

?

*As

ofJune30,2023Q22023MOBILITY

TECHPUBLIC

COMPSHEET

AND

VALUATIONGUIDE12Earnings

per

shareSources:MorningstarandFactSet

?

Geography:Global

?

*As

ofJune30,2023Q22023MOBILITY

TECHPUBLIC

COMPSHEET

AND

VALUATIONGUIDE13Disclaimer:Any

black

0values

are

positivevalues

thathave

beenrounded

down

to

0.

Conversely,

any

red

-0values

are

negative

values

thathave

beenrounded

upto

0.?2023byPitchBookData,Inc.Allrightsreserved.Nopartofthispublicationmaybereproducedinanyformorbyanymeans—graphic,electronic,ormechanical,includingphotocopying,recording,taping,andinformationstorageandretrievalsystems—withouttheexpresswrittenpermissionofPitchBookData,Inc.Contentsarebasedoninformationfromsourcesbelievedtobereliable,butaccuracyandcompletenesscannotbeguaranteed.Nothinghereinshouldbeconstruedasanypast,currentorfuturerecommendationtobuyorsellanysecurityoranoffertosell,orasolicitationofanoffertobuyany