EVgo Vs. ChargePoint: Analyst Verdict On Which Stock Leads The EV Charging Race?
EVgo Vs. ChargePoint: Analyst Verdict On Which Stock Leads The EV Charging Race?
The company has been delivering solid results, with network throughput growth, stable margins, and better operating leverage. With the potential backing of a Department of Energy loan commitment, Peterson sees EVgo's "pace of network buildout" accelerating, helping the company turn profitable by the end of 2025. The $7 price target reflects this optimistic outlook, as Peterson puts EVgo on his Positive Catalyst Watch.When it comes to electric vehicle (EV) charging stocks, EVgo Inc (NASDAQ:EVGO) is set to outperform. ChargePoint Holdings Inc (NYSE:CHPT), however, struggles to maintain momentum.
当谈到电动汽车（EV）充电股票时，EVgo股份公司（纳斯达克:EVGO）有望表现优异。而ChargePoint控股公司（纽交所:CHPT）则在维持势头方面遇到困难。
EVgo: Charging Ahead
EVgo：领先充电
The Los Angeles-based company has a scalable business model and higher utilization.
这家总部位于洛杉矶的公司拥有可扩展的业务模式和更高的利用率。
EVgo's owner-operator model has given it a distinct edge in a market where EV sales have been slower than anticipated. According to JPMorgan's Bill Peterson, EVgo's fast-charging business is "scaling well with higher utilization and charge rates." Unlike its competitors, EVgo's revenue is directly tied to every kilowatt of electricity dispensed, allowing it to grow despite a muted EV demand environment.
EVgo的所有者运营商模式使其在电动汽车销售低于预期的市场中处于独特优势地位。根据摩根大通的比尔·彼得森（Bill Peterson）所说，EVgo的快速充电业务“随着更高的利用率和充电速度逐步扩大”。与竞争对手不同，EVgo的营业收入直接与每千瓦时的用电量挂钩，使其能够在需求疲软的电动汽车环境中实现增长。
The company has been delivering solid results, with network throughput growth, stable margins, and better operating leverage. With the potential backing of a Department of Energy loan commitment, Peterson sees EVgo's "pace of network buildout" accelerating, helping the company turn profitable by the end of 2025. The $7 price target reflects this optimistic outlook, as Peterson puts EVgo on his Positive Catalyst Watch.
该公司一直取得稳健的业绩，网络吞吐量增长，利润稳定，且运营杠杆更好。在获得能源部贷款承诺的潜在支持下，彼得森认为EVgo的“网络建设速度”将加快，有助于公司在2025年底前实现盈利。7美元的目标价格反映了这一乐观展望，彼得森将EVgo列入积极催化观察名单。
ChargePoint: Running On Fumes
ChargePoint：油尽灯枯
ChargePoint's business model relies heavily on hardware sales, which have been hit hard by slower-than-expected EV adoption.
ChargePoint的业务模式严重依赖硬件销售，而这一销售受到电动汽车采纳速度不及预期的严重打击。
Peterson downgraded the stock to 'Underweight,' citing concerns about its profitability and the lack of visibility into future growth.
彼得森将该股票评级调降至“轻仓”，原因是担忧其盈利能力以及对未来增长缺乏清晰视野。
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While ChargePoint's software margins are high, the company's hardware business hasn't scaled enough to move the needle.
尽管ChargePoint的软件利润率很高，但公司的硬件业务规模还不足以改变局面。
As Peterson points out, "ChargePoint's path to profitability remains less clear at this stage." The Campbell, California-based company's dependence on third-party site hosts to add more chargers leaves it exposed to underperformance, especially as demand from fleet and commercial customers remains sluggish.
正如彼得森所指出的，“ChargePoint在盈利路径上的不确定性目前尚不明确。”总部位于加利福尼亚坎贝尔的该公司依赖于第三方场地主机增加更多充电器，这让它暴露在表现不佳的风险下，尤其是在来自车队和商业客户的需求依然疲软的情况下。
EVgo Takes The Lead
EVgo带头
In the current environment, EVgo's ability to control its own destiny and grow utilization sets it apart from ChargePoint.
在当前环境下，EVgo能够控制自己的命运和增加利用率，这让它从ChargePoint中脱颖而出。
With its fast-charging owner-operator model firing on all cylinders, EVgo is poised to lead the EV charging race, while ChargePoint is left in the slow lane.
凭借其快速充电的所有者运营模式全面发力，EVgo有望在电动车充电竞争中处于领先地位，而ChargePoint则被困在缓慢的车道。
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Image: Courtesy of EVgo, Inc.
图片：由EVgo, Inc.提供