WallStSmart

Chagee Holdings Limited American Depositary Shares (CHA)vsTesla Inc (TSLA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Tesla Inc generates 658% more annual revenue ($97.88B vs $12.91B). CHA leads profitability with a 9.1% profit margin vs 4.0%. CHA trades at a lower P/E of 11.7x. CHA earns a higher WallStSmart Score of 41/100 (D).

CHA

Hold

41

out of 100

Grade: D

Growth: 4.7Profit: 6.0Value: 6.7Quality: 5.0

TSLA

Avoid

33

out of 100

Grade: F

Growth: 6.7Profit: 4.0Value: 2.0Quality: 7.5
Piotroski: 3/9Altman Z: 2.45
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CHA.

TSLASignificantly Overvalued (-43.1%)

Margin of Safety

-43.1%

Fair Value

$260.51

Current Price

$372.80

$112.29 premium

UndervaluedFair: $260.51Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CHA3 strengths · Avg: 9.0/10
P/E RatioValuation
11.7x10/10

Attractively priced relative to earnings

Return on EquityProfitability
21.1%9/10

Every $100 of equity generates 21 in profit

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

TSLA4 strengths · Avg: 8.8/10
Market CapQuality
$1.41T10/10

Mega-cap, among the largest globally

Debt/EquityHealth
0.109/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
15.8%8/10

15.8% revenue growth

Free Cash FlowQuality
$1.44B8/10

Generating 1.4B in free cash flow

Areas to Watch

CHA4 concerns · Avg: 2.0/10
Market CapQuality
$1.98B3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-10.8%2/10

Revenue declined 10.8%

EPS GrowthGrowth
-95.9%2/10

Earnings declined 95.9%

Operating MarginProfitability
-1.2%1/10

Operating margin of -1.2%

TSLA4 concerns · Avg: 3.3/10
Price/BookValuation
17.0x4/10

Trading at 17.0x book value

Return on EquityProfitability
4.9%3/10

ROE of 4.9% — below average capital efficiency

Profit MarginProfitability
4.0%3/10

4.0% margin — thin

Operating MarginProfitability
4.2%3/10

Operating margin of 4.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : CHA

The strongest argument for CHA centers on P/E Ratio, Return on Equity, Price/Book.

Bull Case : TSLA

The strongest argument for TSLA centers on Market Cap, Debt/Equity, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum.

Bear Case : CHA

The primary concerns for CHA are Market Cap, Revenue Growth, EPS Growth.

Bear Case : TSLA

The primary concerns for TSLA are Price/Book, Return on Equity, Profit Margin. A P/E of 345.2x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

CHA profiles as a value stock while TSLA is a growth play — different risk/reward profiles.

TSLA is growing revenue faster at 15.8% — sustainability is the question.

TSLA generates stronger free cash flow (1.4B), providing more financial flexibility.

Monitor RESTAURANTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CHA scores higher overall (41/100 vs 33/100). 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.

Chagee Holdings Limited American Depositary Shares

CONSUMER CYCLICAL · RESTAURANTS · USA

Chagee Holdings Ltd. is a Shanghai-based company founded in 2017 by Jun Jie Zhang. It specializes in selling freshly made tea drinks—such as tea lattes, teapuccinos, iced teas, and other creative beverages—along with related products like raw materials, packaging, and teahouse equipment.

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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