Ree Automotive Ltd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Ree Automotive Ltd (REE) 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: Ree Automotive Ltd vs Its Competitors
- TTM: Trailing 12-month revenue of 1M vs -M combined for tracked competitors (100.0% combined share).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
Ree Automotive Ltd'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 |
|---|---|---|---|---|
| Ree Automotive Ltd | - | - | - | Yes |
| Competitors combined (2) | - | - | - |
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.
REE 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 | Niocorp Developments Ltd | 282.9% | Outperformed |
| 2 | Bioxytran Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Ree Automotive Ltd's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Ree Automotive Ltd's Comment on Competition and Industry Peers
Publicly Traded Peers of Ree Automotive Ltd
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Ree Automotive Ltd | 2.47 | 0.73 |
| Niocorp Developments Ltd | 406.73 | - |
| Bioxytran Inc | 2.41 | - |
| SUBTOTAL | 411.62 | 0.73 |
Sources: Ree Automotive Ltd'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 Ree Automotive Ltd versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Ree Automotive Ltd'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 |
|---|---|---|---|
| Ree Automotive Ltd | 2 | 1,815 | -139,518 |
| Niocorp Developments Ltd | 407 | - | -4,863,300 |
| Bioxytran Inc | 2 | - | -1,746,899 |
| PEERS TOTAL | 409 | - | -4,343,900 |
Ree Automotive Ltd'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 |
|---|---|
| Ree Automotive Ltd | France 8.26 % |
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.
Ree Automotive Ltd's Position in Industry Market Structure
Market-capitalization share and concentration across all 26 companies in Ree Automotive Ltd's industry classification, broader than the peer set above. Market cap in millions of $.Ree Automotive Ltd ranks #0 of 26 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 4,423, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Tesla Inc | 1,291,746 | 64.48 % |
| 2 | Toyota Motor Corp | 256,206 | 12.79 % |
| 3 | Honda Motor Co Ltd | 160,380 | 8.01 % |
| 4 | General Motors Company | 74,857 | 3.74 % |
| 5 | Ferrari N v | 1,234 | 5.2% |
| 6 | Ford Motor Co | 1,234 | 5.2% |
| 7 | Li Auto Inc | 1,234 | 5.2% |
| 8 | Rivian Automotive Inc | 1,234 | 5.2% |
| 9 | Stellantis N v | 1,234 | 5.2% |
| 10 | Xpeng Inc | 1,234 | 5.2% |
| 0 | Ree Automotive Ltd | 40 | 0.00 % |
Market cap and industry share for the rest of Ree Automotive Ltd's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-07-14.
Ree Automotive Ltd's Valuation vs Competitive Position
Valuation multiples vs the EV, Auto & Truck Manufacturers industry average (36 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 28.1x | - |
| EV / EBITDA | - | 22.2x | - |
| P/B | 67.5x | 3.9x | +63.6x |
| Return on Equity | -826.77 % | industry aggregate | -812.30 % |
| Return on Invested Capital | -299.58 % | 2.15 % (avg) | -301.73 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Ree Automotive Ltd's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue Growth | - | -137.22 % | - |
| Operating Margin | - | - | - |
| Return on Invested Capital | -63.41 % | -63.36 % | -299.58 % |
| P/E | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Ree Automotive Ltd'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 |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 4,423 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 868.46 % vs industry average 10.58 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Ree Automotive Ltd's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Ree Automotive Ltd'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.
Ree Automotive Ltd'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
- Return on equity 812.3 points below the industry aggregate.
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
No rule matched.
Threats
- Industry dominated by Tesla Inc , holding 64.48 % of industry market cap.
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
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.
Ree Automotive Ltd'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 |
|---|---|---|---|
| Ree Automotive Ltd | 1.12 | 1.18 | 0.72 |
| Niocorp Developments Ltd | 28.39 | 28.68 | - |
| Bioxytran Inc | 0.07 | 0.07 | - |
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.
Ree Automotive Ltd'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 |
|---|---|---|---|
| Ree Automotive Ltd | Q2 2026 | - | - |
| Niocorp Developments Ltd | Q2 2026 | - | - |
| Bioxytran Inc | Q2 2026 | - | - |
| PEERS TOTAL | - | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Ree Automotive Ltd'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 |
|---|---|---|---|
| Ree Automotive Ltd | Q2 2026 | +377.3 % | -16.3 % |
| Niocorp Developments Ltd | Q2 2026 | - | - |
| Bioxytran Inc | Q2 2026 | - | -38.1 % |
Ree Automotive Ltd's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Ree Automotive Ltd | - | - | - |
| Niocorp Developments Ltd | - | - | - |
| Bioxytran Inc | - | - | - |
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).
Ree Automotive Ltd's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Ree Automotive Ltd | - | 3.41 |
| Niocorp Developments Ltd | - | - |
| Bioxytran Inc | - | - |
| PEERS AVERAGE | - | 566.97 |
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.