PitchBook-2023年二季度移动技术公开薪酬表和评估指南（英）-2023-14页.docx

EMERGING TECH RESEARCH Mobility Tech Public Comp Sheet and Valuation Guide Q Q2 2023 Institutional Institutional Research Group Analysis PitchBook Data, PitchBook Data, Inc. John Gabbert Founder, CEO Nizar Tarhuni Vice President, Institutional Research and Editorial Paul Condra Head of Emerging Technology Research ?A narrow list of megacap tech stocks has driven the market YTD. The SP 500 is up 16% YTD, while the SP Infotech sector has risen nearly 3x that level. ? ? Tesla shares made the list and have nearly doubled YTD, despite analysts ratcheting down earnings expectations. Jonathan GeurkinkAnalyst, Emerging Technology jonathan.geurkink@pbinstitutionalresearch@ Published on July 7, 2023? Shares of traditional auto OEMs have kept pace with the overall market YTD, while newer EV manufacturers— other than Tesla — have struggled. Rivian shares declined in the first half as production schedules got Jonathan Geurkink Analyst, Emerging Technology jonathan.geurkink@ pbinstitutionalresearch@ Published on July 7, 2023 ? The auto commerce group of stocks has enjoyed solid performance YTD across the board. Carvana led the group as it bounced back from the brink in 2022, but nearly all the rest strongly outperformed the overall market. ? Valuations across more recently public mobility tech companies remain volatile. We welcome your feedback, questions, and ideas. Send comments to Jonathan Geurkink. Q2 2023 MOBILITY TECH PUBLIC COMP SHEET AND VALUATION GUIDE 2 Stock returns Source: Morningstar ? Geography: Global ? *As of June 30, 2023 Q Q2 2023 MOBILITY TECH PUBLIC COMP SHEET AND VALUATION GUIDE