1、MOBILITY TECH Q3Public Company Comp Sheet and Valuation GuidePitchBook Data,Inc.John Gabbert Founder,CEONizar Tarhuni Senior Director,Institutional Research&EditorialPaul Condra Head of Emerging Technology ResearchInstitutional Research GroupAPublished on November 7,2022MOBILITY TECH Q3 PUBLIC COMPA

2、NY COMP SHEET AND VALUATION GUIDE2Jonathan Geurkink Analyst,Emerging TKey takeaways Mobility Tech IPOs of the past couple years have struggled in public markets.On a YTD basis,shares of EV startups and incumbents have underperformed the broader market.Challenges getting manufacturing to scale as wel

3、l as supply chain issues for key electric vehicle components and materials have compounded issues.Years of declining costs in electric vehicle batteries appear to have bottomed as demand surged and materials supply and manufacturing struggled to keep up.Data connectivity and analytics in mobility lo

4、ok set to become major opportunities but are not yet reflected in results or share price performance of public market participants.Auto OEMs appear to be holding a tight grip on mobility-related data streams.This past years massive volatility in used car prices has roiled new entrants in the auto co

5、mmerce segment,while incumbents such as AutoNation have held steady.Teslas YTD share price decline of 35%has likely set the tone for much of the mobility tech market,but the recent successful IPO of Intels Mobileye business offers promise for those companies that can demonstrate revenue growth and e

6、arnings.3MOBILITY TECH Q3 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDEStock returns*4MOBILITY TECH Q3 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDERevenue5MOBILITY TECH Q3 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDERevenue6MOBILITY TECH Q3 PUBLIC COMPANY COMP SHEET AND VALUATI