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.
在電動汽車（EV）充電股票方面，EVGO Inc（納斯達克股票代碼：EVGO）的表現將跑贏大盤。但是，ChargePoint Holdings Inc（紐約證券交易所代碼：CHPT）難以保持勢頭。
EVgo: Charging Ahead
EVGo：向前充電
The Los Angeles-based company has a scalable business model and higher utilization.
這家總部位於洛杉磯的公司擁有可擴展的商業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.
在電動汽車銷售低於預期的市場中，EVGo的所有者-運營商模式使其具有明顯的優勢。根據摩根大通的比爾·彼得森的說法，EVGo的快速充電業務 「隨着更高的利用率和充電率的提高而擴展良好」。與競爭對手不同，EVGo的收入與分配的每千瓦特電力直接相關，這使其能夠在電動汽車需求低迷的情況下實現增長。
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.
該公司取得了穩健的業績，網絡吞吐量增長，利潤率穩定，運營槓桿率也有所提高。在能源部貸款承諾的潛在支持下，彼得森認爲，EVGo的 「網絡建設步伐」 將加快，這將幫助該公司在2025年底之前實現盈利。7美元的目標股價反映了這種樂觀的前景，因爲彼得森將EVgo置於他的積極催化劑觀察中。
ChargePoint: Running On Fumes
ChargePoint：在煙霧中奔跑
ChargePoint's business model relies heavily on hardware sales, which have been hit hard by slower-than-expected EV adoption.
ChargePoint的商業模式嚴重依賴硬件銷售，由於電動汽車的採用速度低於預期，硬件銷售受到沉重打擊。
Peterson downgraded the stock to 'Underweight,' citing concerns about its profitability and the lack of visibility into future growth.
彼得森將該股的評級下調至 「減持」，理由是對其盈利能力的擔憂以及對未來增長缺乏可見性。
Read Also: ChargePoint, Siemens Power EV Revolution As eVTOL Industry Prepares For Liftoff
另請閱讀：隨着 eVTOL 行業爲起飛做準備，ChargePoint、西門子推動電動汽車革命
While ChargePoint's software margins are high, the company's hardware business hasn't scaled enough to move the needle.
儘管ChargePoint的軟件利潤率很高，但該公司的硬件業務規模還不足以推動發展。
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.
正如彼得森指出的那樣，「在現階段，ChargePoint的盈利之路仍然不太明確。」這家總部位於加利福尼亞州坎貝爾的公司依賴第三方網站主機增加更多充電器，這使其面臨業績不佳的風險，尤其是在車隊和商業客戶的需求仍然疲軟的情況下。
EVgo Takes The Lead
EVGo 處於領先地位
In the current environment, EVgo's ability to control its own destiny and grow utilization sets it apart from ChargePoint.
在當前的環境中，EVGo能夠控制自己的命運並提高利用率，這使其與ChargePoint區分開來。
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.
憑藉其快速充電的車主-運營商模式，EVgo有望在電動汽車充電競賽中處於領先地位，而ChargePoint則走在慢車道上。
- Why EVgo Stock Is Charging Up Today
- 爲什麼 EVGo 股票今天上漲
Image: Courtesy of EVgo, Inc.
圖片：由 EVGo, Inc. 提供
