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BYD Outperformed Tesla in both Stock Price and Sales Performance – March 2025

  • Writer: Mag Shum
    Mag Shum
  • Mar 21
  • 4 min read

Key Points

  • Research suggests BYD's stock price increased by about 53.77% from January 8 to March 21, 2025, while Tesla's decreased by around 31.92% from February 18 to March 21, 2025.

  • It seems likely that BYD sold 623,384 NEVs in January and February 2025, while Tesla's Q1 2025 sales are estimated at 355,000 to 359,000 vehicles.

  • The evidence leans toward BYD outperforming Tesla in stock growth and sales, though full data for the period is not available for both.




A Comprehensive Analysis of Stock Prices and Sales Data for the Past 3 Months (January to March 20, 2025)


Given the dynamic nature of the EV market and the global economic landscape, this analysis aims to provide insights into how these companies have navigated recent market conditions, with a particular emphasis on stock valuation and sales volume trends. The current date, March 21, 2025, sets the context for evaluating data up to this point, acknowledging that some figures, especially for March, may be partial or estimated due to reporting lags.


Stock Price Analysis

Stock prices are a critical indicator of investor sentiment and market perception, reflecting both company performance and broader market dynamics. For this analysis, we focus on BYD's American Depositary Receipts (ADR) listed as BYDDY on OTC markets and Tesla's common stock listed as TSLA on NASDAQ, ensuring comparability in U.S. dollar terms.


TSLA and BYDDY Stock Prices Comparison
TSLA and BYDDY Stock Prices Comparison

BYD (BYDDY)

  • The stock price data available spans from January 8, 2025, to March 21, 2025, sourced from StockAnalysis.com. On January 8, 2025, the closing price was $70.08, and by March 21, 2025, it had risen to $107.75. This represents a percentage increase of approximately 53.77%, calculated as ((107.75 - 70.08) / 70.08) * 100%.


  • Daily fluctuations during this period showed volatility, with highs reaching $109.20 on March 20, 2025, and lows dipping to $69.65 on February 3, 2025. The average daily volume was around 700,000 shares, indicating active trading interest.


  • This significant upward trend suggests strong investor confidence, possibly driven by BYD's robust sales figures and expanding global presence, particularly in the NEV market.



Tesla (TSLA)

  • For Tesla, stock price data from February 18, 2025, to March 21, 2025, is available from StockAnalysis.com. The closing price on February 18, 2025, was $354.11, and by March 21, 2025, it had fallen to $241.06, representing a decrease of approximately 31.92%, calculated as ((354.11 - 241.06) / 354.11) * 100%.


  • The period saw significant volatility, with a high of $367.34 on February 19, 2025, and a low of $217.02 on March 11, 2025. The average daily volume was over 100 million shares, reflecting high market activity and possibly heightened investor scrutiny.


  • This decline may be attributed to various factors, including reported sales declines in key markets and concerns over CEO Elon Musk's political involvement, as noted in recent reports from TIME and Carscoops.


Sales Data Analysis

Sales data provides a direct measure of market demand and operational performance, crucial for understanding the companies' market positions. Given the reporting timelines, we focus on available monthly data for BYD and estimates for Tesla, acknowledging the limitations due to the current date being mid-March 2025.



BYD

  • Sales data for BYD, specifically for new energy vehicles (NEVs, including both battery electric vehicles and plug-in hybrids), is sourced from Tridenstechnology.com. In January 2025, BYD sold 300,538 NEVs, and in February 2025, sales increased to 322,846 NEVs, totaling 623,384 NEVs for the first two months of the year.


  • This growth, with a 7.42% increase from January to February, aligns with reports from Electrek, highlighting a rebound post-Chinese New Year and strong export performance, with 67,025 vehicles exported in February, up 187.8% year-over-year.


  • The data underscores BYD's strong market position, particularly in China and expanding overseas markets, contributing to its stock price appreciation.


Tesla

  • Exact sales figures for January and February 2025 are not publicly available in the sourced data, but industry estimates for Q1 2025, as reported by Carscoops and The Cooldown, suggest deliveries between 355,000 and 359,000 vehicles for the quarter. This estimate indicates potential challenges, with reports of declines in key markets like Germany (down 59.5% in January) and Australia (down 71.9% in February), as noted in Carscoops.


  • The lack of monthly breakdowns for 2025 sales highlights a data gap, possibly due to reporting delays or the ongoing nature of Q1, with official figures expected post-March 31, 2025. This contrasts with BYD's more granular monthly reporting, adding complexity to direct comparisons.



Conclusion

Based on the available data, BYD appears to have outperformed Tesla in both stock price appreciation and sales performance over the past three months, with a 53.77% stock increase and 623,384 NEVs sold in January and February 2025, compared to Tesla's 31.92% stock decline and estimated Q1 sales of 355,000 to 359,000 vehicles. However, the analysis is constrained by data gaps, particularly for Tesla's monthly sales in 2025 and stock prices before February 18, 2025. For a more comprehensive understanding, future reports should incorporate official Q1 2025 results post-March 31, 2025, and additional historical stock price data to cover the full period from December 21, 2024, to March 21, 2025.

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