1、MOBILITY TECH Q4Public 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 GroupAMOBILITY TECH Q4 PUBLIC COMPANY COMP SHEET AND VALUATION

2、GUIDE2Published on January 10,2023Key takeaways Teslathe bellwether for mobility techsaw its shares descent accelerate during the quarter,losing nearly half their value on concerns over slowing shipments,heightened competition,and CEO Elon Musks dalliance with Twitter.The New Year rang in more anxie

3、ty for investors as shipments missed expectations,and shares promptly dropped 12%.In contrast,Mobileyes IPO,launched in one of the harshest IPO environments in years,was a relative successalbeit at a dramatically lower valuation than originally hoped for.Shares rose 21%through year end and now enjoy

4、 a frothy 47x EV/EBITDA multiple.Ford and VW shocked investors during the quarter when they pulled the plug on their multibillion-dollar investment in autonomous vehicle startup Argo.AI.In December,Toyotas CEO proclaimed there is a“silent majority”in the auto industry that is doubtful of an EV-only

5、future for automobiles.Jonathan Geurkink Analyst,Emerging T3MOBILITY TECH Q4 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDEStock returns4MOBILITY TECH Q4 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDERevenue5MOBILITY TECH Q4 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDERevenue6MOBILITY TECH Q4 PUBLIC

6、COMPANY COMP SHEET AND VALUATION GUIDEEBITDA7MOBILITY TECH Q4 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDEEBITDA8MOBILITY TECH Q4 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDEFree cash flow9MOBILITY TECH Q4 PUBLIC COMPANY COMP SHEET AND VALUATION GUIDEFree cash flow10MOBILITY TE