WallStSmart

Dutch Bros Inc (BROS)vsTesla Inc (TSLA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Tesla Inc generates 5830% more annual revenue ($103.62B vs $1.75B). BROS leads profitability with a 4.6% profit margin vs 3.7%. BROS appears more attractively valued with a PEG of 2.37. BROS earns a higher WallStSmart Score of 45/100 (D).

BROS

Hold

45

out of 100

Grade: D

Growth: 7.3Profit: 5.5Value: 2.7Quality: 4.5
Piotroski: 4/9Altman Z: 1.07

TSLA

Avoid

31

out of 100

Grade: F

Growth: 5.3Profit: 4.0Value: 2.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.45
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BROSSignificantly Overvalued (-17.4%)

Margin of Safety

-17.4%

Fair Value

$56.09

Current Price

$53.01

$3.08 premium

UndervaluedFair: $56.09Overvalued
TSLASignificantly Overvalued (-23.5%)

Margin of Safety

-23.5%

Fair Value

$260.29

Current Price

$328.58

$68.29 premium

UndervaluedFair: $260.29Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BROS1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
30.8%10/10

Revenue surging 30.8% year-over-year

TSLA3 strengths · Avg: 9.0/10
Market CapQuality
$1.29T10/10

Mega-cap, among the largest globally

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
25.5%8/10

Revenue surging 25.5% year-over-year

Areas to Watch

BROS4 concerns · Avg: 3.5/10
PEG RatioValuation
2.374/10

Expensive relative to growth rate

Price/BookValuation
9.7x4/10

Trading at 9.7x book value

Profit MarginProfitability
4.6%3/10

4.6% margin — thin

Debt/EquityHealth
1.673/10

Elevated debt levels

TSLA4 concerns · Avg: 3.3/10
Price/BookValuation
14.7x4/10

Trading at 14.7x book value

Return on EquityProfitability
4.4%3/10

ROE of 4.4% — below average capital efficiency

Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Operating MarginProfitability
1.4%3/10

Operating margin of 1.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : BROS

The strongest argument for BROS centers on Revenue Growth. Revenue growth of 30.8% demonstrates continued momentum.

Bull Case : TSLA

The strongest argument for TSLA centers on Market Cap, Debt/Equity, Revenue Growth. Revenue growth of 25.5% demonstrates continued momentum.

Bear Case : BROS

The primary concerns for BROS are PEG Ratio, Price/Book, Profit Margin. A P/E of 102.9x leaves little room for execution misses. Debt-to-equity of 1.67 is elevated, increasing financial risk.

Bear Case : TSLA

The primary concerns for TSLA are Price/Book, Return on Equity, Profit Margin. A P/E of 300.3x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

BROS profiles as a hypergrowth stock while TSLA is a growth play — different risk/reward profiles.

BROS carries more volatility with a beta of 2.32 — expect wider price swings.

BROS is growing revenue faster at 30.8% — sustainability is the question.

BROS generates stronger free cash flow (28M), providing more financial flexibility.

Bottom Line

BROS scores higher overall (45/100 vs 31/100) and 30.8% revenue growth. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Dutch Bros Inc

CONSUMER CYCLICAL · RESTAURANTS · USA

Dutch Bros Inc. operates and franchises convenience stores. The company is headquartered in Grants Pass, Oregon.

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Tesla Inc

CONSUMER CYCLICAL · AUTO MANUFACTURERS · USA

Tesla, Inc. is an American electric vehicle and clean energy company based in Palo Alto, California. Tesla's current products include electric cars, battery energy storage from home to grid-scale, solar panels and solar roof tiles, as well as other related products and services. In 2020, Tesla had the highest sales in the plug-in and battery electric passenger car segments, capturing 16% of the plug-in market (which includes plug-in hybrids) and 23% of the battery-electric (purely electric) market. Through its subsidiary Tesla Energy, the company develops and is a major installer of solar photovoltaic energy generation systems in the United States. Tesla Energy is also one of the largest global suppliers of battery energy storage systems, with 3 GWh of battery storage supplied in 2020.

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