XPeng looks expensive against its earnings at 22x, double the roughly 11x automakers usually get. Fair value sits around $5.02-6.39, or 11x next year's $0.52 EPS give or take 12%, versus $11.39, about 78% above fair. The valuation leans on forecasts, with forward earnings 78% above trailing. This read rests on valuation levels from reported earnings and revenue estimates, not fundamental work. x.com 

Tesla cannot be justified at a P/E above 250 given how it has performed over the last four years, despite strong support for Elon Musk. x.com 

XPeng's cash and robotics valuation make a fourfold gain look possible. Its $8.8 billion market cap includes nearly $6 billion in cash, leaving about $2.8 billion of value above cash, while its robotics business alone was valued above $6.3 billion; that leaves the car business unaccounted for. Weekly RSI near 20 also resembles exhaustion at the 2022 bottom. x.com 

Tesla's valuation has detached from its fundamentals: Q1 2026 vehicle deliveries were 75% below what consensus expected back in 2022. A reply notes ARK's 2020 bear case projected $166B of 2024 auto revenue, while 2026 total revenue forecasts are just over $100B, yet the stock is up about 50% from its 2020 highs. x.com  x.com 

Tesla's promises keep growing while its fundamentals do not. Revenue has not moved since 2023, EPS is down, and shareholders are being diluted while the CEO collects compensation. Execution keeps slipping, with robotaxis, Mars and EV leadership all behind schedule. Its 3.67% profit margin is in Walmart's range, yet Walmart has about 7x the revenue and grows faster, before even considering valuation. A combination with SpaceX looks like the next marketing scheme. x.com 

XPeng's $900M robotics raise is a huge vote of confidence from major players, implying either its humanoid tech is the real deal or a deluge of humanoid investment is coming. Per @wallstengine, the round valued XPeng Robotics at $6.3B+, led by IDG Capital with Tencent and Alibaba, to scale toward IRON mass production by year end and deliveries in 2027. It also offers a favorable valuation comp for XPeng, which had looked cheap at under 1x; its robots' relative strength is dexterity. x.com  x.com 

Tesla still trades at roughly 300x earnings even after falling 14% today. x.com 

XPeng could re-rate dramatically if the market starts pricing it beyond EVs. It trades like a car company while quietly building autonomous driving, embodied AI and robotics optionality, at a fraction of the valuation of Tesla, which trades like an AI and robotics company. x.com 

XPeng's story is getting more interesting as it combines EVs, flying cars and robotics in one name. It expects to begin flying car deliveries in 2027, and per @spaceandtech_ plans mass production of its Iron humanoid robot in 2026. The weekly trend is still down, about 19% below the 200 EMA, with no confirmed reversal, but declining selling pressure at 15.40-16.20 support offers early exposure. Holding 15.40 matters; a break below means reassessing. x.com