Byd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Byd (BYDORDS) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Byd vs Its Competitors
- TTM: Trailing 12-month revenue of 117,750M vs 1,468,703M combined for tracked competitors (7.4% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-4.0% annualized vs trailing 12 months), vs decelerating (-13.3%) for its tracked peer group.
- Growth: Byd generated 16.1% revenue growth year over year in Q2 2025, vs 0.7% for its tracked competitors combined.
- Profitability: Its 0.0% net margin compares with 0.6% for the peer group.
- Peer revenue share: Byd accounted for 8.2% of combined revenue among its tracked peer group, up from 7.2% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
BYDORDS Sales vs. its Competitors, Q2 2025
Byd reported revenue growth of 16.11 % year on year in Q2 2025, above its competitors' combined revenue growth of 0.71 %.
With a net margin of 0.00 %, Byd reported lower profitability than its competitors (0.61 %).
Byd generated 8.15 % of the combined sales of its peer group, up from 7.15 % a year earlier.
Byd vs. its Competitors, Q2 2025
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Byd and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| BYD | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Byd's competitor groups requires a Commercial License.
For context: the EV, Auto & Truck Manufacturers industry grew revenue 4.6% year over year, combined, vs 16.1% for Byd. Byd's share of combined industry revenue moved from 2.25% to 2.50%, a gain of 0.25 percentage points.
Byd's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| BYD | - | Yes | Yes | Yes |
| Competitors combined (18) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
BYDORDS Stock Performance relative to its Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | General Motors Company | 282.9% | Outperformed |
| 2 | Ford Motor Co | 282.9% | Outperformed |
| 3 | Honda Motor Co Ltd | 282.9% | Outperformed |
| 4 | Rivian Automotive Inc | 282.9% | Outperformed |
| 5 | Vinfast Auto ltd | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Byd's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of BYD
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| BYD | - | 117,750.00 |
| Tesla Inc | 1,256,027.40 | 103,619.00 |
| Honda Motor Co Ltd | 147,615.72 | 142,393.78 |
| General Motors Company | 70,070.00 | 185,527.00 |
| Ferrari N v | 70,053.40 | 8,079.16 |
| Ford Motor Co | 49,096.26 | 191,465.00 |
| SUBTOTAL | 1,658,686.68 | 2,177,833.18 |
Sources: BYD's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on BYD versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Byd's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Bayerische Motoren Werke BMW AG | Named by the company | 85% |
| Toyota Motor Corp | Named by the company | 85% |
| Mercedes-Benz Group AG | Named by the company | 85% |
| Rivian Automotive Inc | Named by the company | 85% |
| Polestar Automotive Holding Uk Plc | Named by the company | 85% |
| General Motors Company | Named by the company | 85% |
| Xpeng Inc | Named by the company | 85% |
| Hyundai Motor Co | Named by the company | 85% |
| Stellantis N v | Named by the company | 85% |
| Tesla Inc | Named by the company | 85% |
| Renault SA | Named by the company | 85% |
| VOLKSWAGEN GROUP | Named by the company | 85% |
| Ford Motor Co | Named by the company | 85% |
| Fisker Inc | Named by the company | 85% |
| Volvo | Named by the company | 85% |
| Honda Motor Co Ltd | Named by the company | 85% |
| Li Auto Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Byd's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Byd's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Tesla Inc | Automotive 88.88 % |
| General Motors Company | GM North America 83.10 % |
| Ford Motor Co | Ford Blue 51.38 % |
| Rivian Automotive Inc | Automotive 65.75 % |
| Vinfast Auto ltd | Car Segment 87.46 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Byd's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| BYD | - | - | - |
| Tesla Inc | 1,256,027 | 768,772 | 28,668 |
| Honda Motor Co Ltd | 147,616 | 730,251 | 30,405 |
| General Motors Company | 70,070 | 1,189,276 | 13,410 |
| Ferrari N v | 70,053 | 1,412,935 | 316,273 |
| Ford Motor Co | 49,096 | 1,132,929 | -36,000 |
| PEERS TOTAL | 1,658,687 | 1,485,869 | -1,554 |
Byd's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Tesla Inc | United States 46.78 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Byd's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.00 % vs industry average 10.27 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Byd's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Byd's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Byd's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Latest-quarter revenue run-rate is decelerating (-4.0% annualized vs trailing 12 months).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of tracked competitors (61.10 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-13.3% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Byd's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| BYD | - | - | - |
| Tesla Inc | 0.50 | 2.05 | 0.03 |
| Honda Motor Co Ltd | 0.53 | 1.36 | 0.76 |
| General Motors Company | 0.23 | 1.17 | 0.62 |
| Ferrari N v | 13.62 | 44.77 | - |
| Ford Motor Co | 0.20 | 1.10 | 0.50 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Byd's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| BYD | Q2 2025 | +16.1 % | - |
| Tesla Inc | Q2 2026 | +25.5 % | -5.2 % |
| Honda Motor Co Ltd | Q1 2024 | +0.6 % | -27.6 % |
| General Motors Company | Q2 2026 | +1.9 % | -28.5 % |
| Ferrari N v | Q4 2025 | +11.8 % | +9.5 % |
| Ford Motor Co | Q1 2026 | +7.2 % | +439.3 % |
| PEERS TOTAL | +3.0 % | -88.0 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Byd's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| BYD | Q2 2025 | - | - |
| Tesla Inc | Q2 2026 | +26.1 % | +142.1 % |
| Honda Motor Co Ltd | Q1 2024 | +1.6 % | +38.8 % |
| General Motors Company | Q2 2026 | - | -9.1 % |
| Ferrari N v | Q4 2025 | +8.6 % | +5.1 % |
| Ford Motor Co | Q1 2026 | +0.4 % | +30.7 % |
Byd's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| BYD | - | - | - |
| Tesla Inc | 2.74% | 3.60% | 4.63% |
| Honda Motor Co Ltd | 2.89% | 4.01% | 7.04% |
| General Motors Company | 0.74% | 1.10% | 3.22% |
| Ferrari N v | 16.00% | 19.93% | 39.36% |
| Ford Motor Co | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Byd's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| BYD | - | - |
| Tesla Inc | 328.53 | 12.12 |
| Honda Motor Co Ltd | 26.78 | 1.04 |
| General Motors Company | 44.51 | 0.38 |
| Ferrari N v | 43.84 | 8.67 |
| Ford Motor Co | - | 0.26 |
| PEERS AVERAGE | - | 0.76 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.