Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ECX
STRONG SELLREMOVEECARX Holdings Inc. · Consumer Cyclical · United Kingdom · $406M · Avg Vol: $3M/d
ECARX Holdings is an unprofitable automotive technology provider with high cash burn. It operates in a hyper-competitive Chinese EV supply chain and lacks a clear path to self-funded growth.
COMPANY DESCRIPTION
ECARX Holdings Inc. is a leading automotive technology company that designs, develops, and sells intelligent vehicle solutions, including advanced infotainment systems, intelligent cockpits, and operating systems. The company benefits from strategic partnerships with global automotive OEMs, particularly in the electric vehicle (EV) sector, and its robust R&D capabilities. It positions itself as a critical enabler for the next generation of smart, connected cars, enhancing user experience and vehicle functionality.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 516.3M | 662.2M | 771.5M | 847.9M | 18.0% |
| EPS | -1.15 | -0.39 | -0.38 | -0.39 | — |
| Shares | 337.4M | 337.9M | 340.1M | 382.4M | +13.3% |
| Debt | 228.7M | 255.1M | 291.4M | 455.3M | 25.8% |
| Equity | -28.5M | -129.6M | -239.7M | -282.7M | — |
| Op CF | -66.9M | -172.4M | -60.0M | -94.4M | — |
| Inv CF | -45.4M | 87.3M | -8.1M | -70.5M | — |
| Fin CF | 95.3M | 40.6M | 36.4M | 203.9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of ECX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ECX | ECARX Holdings Inc.(you) | $406M | 5 | STRONG SELL |
| ABDP.L | AB Dynamics plc | $307M | 34 | SELL |
| AURR.L | Aurrigo International plc | $84M | 15 | STRONG SELL |
| CAR.L | Carclo plc | $33M | 60 | HOLD |
| AML.L | Aston Martin Lagonda Global Holdings plc | $522M | 6 | STRONG SELL |
| THG.L | THG Plc | $650M | 11 | STRONG SELL |
| ASC.L | ASOS Plc | $436M | 27 | SELL |
| DEBS.L | boohoo group plc | $475M | 29 | SELL |
| SMWH.L | WH Smith PLC | $784M | 26 | SELL |
| CTA.L | CT Automotive Group plc | $29M | 94 | STRONG BUY |
Peer medians: ROE 6.6% · P/E 14.5x · Gross margin 42.0%