TSLA vs XOM: Which Is the Better Buy?
Side-by-side comparison of Tesla, Inc. and Exxon Mobil Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Tesla, Inc. · Consumer Cyclical
$343.23
-5.3% upside to fair value
Low Conviction
Grade D
VS
Exxon Mobil Corporation · Energy
$152.30
-33.0% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
TSLA has more upside to fair value
(-5.3%).
XOM trades at a lower forward P/E
(17.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TSLA |
XOM |
| Current Price |
$343.23 |
$152.30 |
| Fair Value Estimate |
$325.00 |
$102.00 |
| Upside to Fair Value |
-5.3%
|
-33.0%
|
| Market Cap |
$1,287.9B |
$634.6B |
| Forward P/E |
205.5x
|
17.5x
|
| EV / EBITDA |
108.8x
|
9.8x
|
| Price / Sales |
13.6x
|
2.0x
|
| Price / FCF |
207.1x
|
26.9x
|
| Revenue Growth YoY |
-2.9%
|
-4.5%
|
| Gross Margin |
18.0%
|
21.7%
|
| Operating Margin |
4.6%
|
10.5%
|
| Return on Equity |
4.8%
|
11.1%
|
| Dividend Yield |
0% |
2.65% |
| FCF Yield |
0.48%
|
3.72%
|
| Analyst Consensus |
—
|
Buy
|
Investment Thesis
Tesla remains the most polarizing stock in markets. The core auto business is deteriorating: FY2025 revenue fell 2.9% to $94.8B, net income dropped 46.8% to $3.8B, and Q4 deliveries declined 15.6% YoY to 418K units. Yet the stock trades at 13.6x TTM P/S (near 5yr highs) on the optionality of Cybercab robotaxis launching April 2026, FSD reaching unsupervised status in Austin, and Optimus humanoid …
Exxon Mobil is a world-class integrated energy supermajor with unmatched Permian Basin scale following the Pioneer Natural Resources acquisition, a high-margin Guyana growth engine, and disciplined capital allocation. However, the stock remains significantly overvalued relative to its own 5-year history on every key metric. At $152, XOM trades at roughly 22x trailing earnings, 1.96x sales, and 27…
Accumulation Zones
| Metric |
TSLA |
XOM |
| Zone Low |
$244.00 |
$77.00 |
| Zone High |
$276.00 |
$92.00 |
| In Buy Zone? |
No
|
No
|