Tesla: Q4 Delivery Miss – Granular Breakdown And Advanced Valuation


  • Tesla is the world’s largest electric vehicle company and a technology pioneer in the energy and autonomous vehicle industry.
  • The company recently reported its production and delivery numbers for the fourth quarter of 2022, which came in below analyst estimates.
  • Tesla stock is undervalued intrinsically after a huge sell-off.
  • Musk informed his employees via email to not worry about the “stock market craziness” and still believes Tesla will become the “most valuable company in the world”.

Tesla Service Center. Tesla designs and manufactures the Model S electric sedan IV


Tesla (NASDAQ:TSLA) is a technology titan and the world’s largest electric vehicle company. The business has recently been making headlines for all the wrong reasons. Its stock price has been butchered by 69% from its all-time highs in November 2021, despite

Data by YCharts

Production Tesla Q4

Production Tesla Q4 (Q4, Production data Tesla)

Tesla Production/Delivery

Tesla Production/Delivery (2022 Tesla)

Production and Delivery

Production and Delivery (Data from Troy Teslike Industry Analyst)

Inventory estimates

Inventory estimates (Troy Teslike data)

Tesla vs Xpeng

Tesla vs XPeng (Website “copy”, Electrek)

China EV market

China EV market (Visual Capitalist)

Tesla mic China

Tesla Mic China sells out within one hour (Tesla)

Elon Musk Twitter

Elon Musk (Twitter)

Tesla stock valuation 1

Tesla stock valuation 1 (created by author Ben at Motivation 2 Invest)

Tesla Optimus Robot

Tesla Optimus Robot (Tesla AI Day)

Tesla stock valuation 2

Tesla stock valuation 2 (created by author Ben at Motivation 2 Invest)

Data by YCharts

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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