Lucid Group

Intense Competition And Tightening Credit Will Crush Luxury EV Margins

AnalystLowTarget

Not Invested

Consensus Narrative from 12 Analysts

Published

05 Aug 25

Updated

16 Aug 25

AnalystLowTarget's Fair Value

US$1.00

118.0% overvalued

16 Aug

US$2.18

-30.8%

2.3%

Author's Valuation

US$1.0

118.0% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

US$1.0

118.0% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

41.41%

Auto revenue growth rate

0.44%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

12.32%

Calculation

US$175.62m

Earnings '28

30.36x

PE Ratio '28

US$5.33b

Market Cap '28

US$5.33b

Market Cap '28

3.76b

No. shares '28

US$1.42

Share Price '28

US$1.42 Share Price '28

Discounted to 2025 @ 12.32% p.a.

US$1.00

Fair Value '25