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.
當談到電動汽車（EV）充電股票時，EVgo股份公司（納斯達克:EVGO）有望表現優異。而ChargePoint控股公司（紐交所:CHPT）則在維持勢頭方面遇到困難。
EVgo: Charging Ahead
EVgo：領先充電
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業務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的所有者運營商模式使其在電動汽車銷售低於預期的市場中處於獨特優勢地位。根據摩根大通的比爾·彼得森（Bill Peterson）所說，EVgo的快速充電業務「隨着更高的利用率和充電速度逐步擴大」。與競爭對手不同，EVgo的營業收入直接與每千瓦時的用電量掛鉤，使其能夠在需求疲軟的電動汽車環境中實現增長。
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.
該公司一直取得穩健的業績，網絡吞吐量增長，利潤穩定，且運營槓桿更好。在獲得能源部貸款承諾的潛在支持下，彼得森認爲EVgo的「網絡建設速度」將加快，有助於公司在2025年底前實現盈利。7美元的目標價格反映了這一樂觀展望，彼得森將EVgo列入積極催化觀察名單。
ChargePoint: Running On Fumes
ChargePoint：油盡燈枯
ChargePoint's business model relies heavily on hardware sales, which have been hit hard by slower-than-expected EV adoption.
ChargePoint的業務模式嚴重依賴硬件銷售，而這一銷售受到電動汽車採納速度不及預期的嚴重打擊。
Peterson downgraded the stock to 'Underweight,' citing concerns about its profitability and the lack of visibility into future growth.
彼得森將該股票評級調降至「輕倉」，原因是擔憂其盈利能力以及對未來增長缺乏清晰視野。
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While ChargePoint's software margins are high, the company's hardware business hasn't scaled enough to move the needle.
儘管ChargePoint的軟件利潤率很高，但公司的硬件業務規模還不足以改變局面。
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在盈利路徑上的不確定性目前尚不明確。」總部位於加利福尼亞坎貝爾的該公司依賴於第三方場地主機增加更多充電器，這讓它暴露在表現不佳的風險下，尤其是在來自車隊和商業客戶的需求依然疲軟的情況下。
EVgo Takes The Lead
EVgo帶頭
In the current environment, EVgo's ability to control its own destiny and grow utilization sets it apart from ChargePoint.
在當前環境下，EVgo能夠控制自己的命運和增加利用率，這讓它從ChargePoint中脫穎而出。
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.
憑藉其快速充電的所有者運營模式全面發力，EVgo有望在電動車充電競爭中處於領先地位，而ChargePoint則被困在緩慢的車道。
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Image: Courtesy of EVgo, Inc.
圖片：由EVgo, Inc.提供
譯文內容由第三人軟體翻譯。