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Microvast Holdings, Inc. MVST R2K

Consumer Cyclical · Auto Parts · United States
https://www.microvast.com

Microvast Holdings, Inc. engages in the design, development, and manufacturing of battery components and systems primarily for electric commercial vehicles and energy storage systems. The company offers a range of cell chemistries, such as lithium titanate oxide, lithium iron phosphate, electrolyte formulation, full concentration gradient cathode, polyaramid separator, and nickel manganese cobalt. It also designs, develops, and manufactures components of lithium-ion batteries, such as cathode, anode, electrolytes, and separator. The company's commercial vehicle markets cover buses, trains, mining trucks, marine and port vehicles, and automated guided and specialty vehicles, as well as light, medium, and heavy-duty trucks. It operates in China, India, rest of the Asia Pacific, Italy, France, rest of Europe, and the United States. Microvast Holdings, Inc. was founded in 2006 and is headquartered in Stafford, Texas.

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$1.55
-56.82% 1Y

Market & Price

Market Cap
$516.39M
Current Price
$1.55
High / Low (52W)
$6.40 / $1.20
Beta
3.60

Valuation

Stock P/E
-
Industry PE
22.37
Forward P/E
10.33
PEG Ratio
-
Book Value
$1.24
Price to Book
1.25
P/S
1.39
EV/EBITDA
13.79
Dividend Yield
-

Profitability & Returns

ROCE
-5.73%
ROE
-9.30%
ROA
1.19%
Profit Margin
-11.52%
Op Margin
-13.10%
EPS (Latest Qtr)
$-0.04
EPS (TTM)
$-0.18

Balance Sheet & Liquidity

Debt/Equity
0.70
Quick Ratio
0.56
Current Ratio
0.96
Debt
$325.98M
Total Assets
$1.01B
Current Assets
$448.72M
Working Capital
$-39.62M

Ownership

Promoter Holding
37.79%
Chg in Prom Hold
-
FII / Inst Holding
23.65%
Chg in FII Hold
0.02%

Financial Snapshot

Enterprise Value
$716.25M
Total Revenue (TTM)
$371.64M
EBITDA
$51.93M
Free Cash Flow
$39.62M
Operating Cash Flow
$45.94M
Shares Outstanding
333.16M
Gross Margin
35.18%
Payout Ratio
0.00%

Growth (CAGR)

Revenue 5Y
27.87%
Profit 5Y
27.18%
Revenue (YoY)
-48.00%
Earnings (YoY)
-

PROS

  • Compounding revenue at 27.9% over 5 years.
  • Profit CAGR of 27.2% over 5 years.
  • Generates positive free cash flow.

CONS

  • Trading 75.8% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Consumer Cyclical).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 MVST Microvast Holdings, Inc. R2K 1.55 - $516.39M - -5.73% -9.30% 27.87% 27.18%
2 AMZN Amazon.com, Inc. NDXSPXAI 270.64 31.65 $2.91T - 16.60% 24.29% 11.73% 984.47%
3 TSLA Tesla, Inc. NDXSPXAI 435.79 399.81 $1.64T - 5.29% 4.90% 5.19% -32.94%
4 HD The Home Depot, Inc. SPX 317.14 22.52 $316.23B 2.94% 28.92% 128.38% 1.52% -6.11%
5 MCD McDonald's Corporation SPX 279.20 23.04 $198.37B 2.66% 22.63% - 5.06% 11.50%
6 TJX The TJX Companies, Inc. SPX 154.75 30.11 $171.12B 1.24% 32.91% 61.25% 6.53% 16.24%
7 BKNG Booking Holdings Inc. NDXSPX 167.43 22.09 $129.74B 0.96% 67.24% - 16.35% 20.90%
8 LOW Lowe's Companies, Inc. SPX 214.36 18.12 $120.26B 2.24% 29.62% - -3.85% 1.11%
9 PDD PDD Holdings Inc. NDX 84.44 8.87 $120.19B - 28.69% 25.40% 49.00% 45.85%
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Quarterly Results

Figures in USD.

Metric Mar 2019Jun 2019Sep 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue -------33.37M36.89M36.67M64.41M38.62M46.97M74.95M80.12M81.35M83.67M--116.49M91.34M123.29M96.40M60.61M
Cost of Revenue -------------------73.47M59.62M76.88M95.44M41.46M
Gross Profit -----3.68M-1.24M-6.77M-35.88M13.00K4.84M1.99M4.86M11.46M17.88M17.23M27.20M--43.02M31.72M46.41M959.00K19.16M
Operating Expenses -------------------27.75M14.14M33.38M39.37M27.09M
Operating Income -70.04K-195.35K-262.27K-228.75K-251.71K-9.10M-10.84M-22.34M-113.30M-43.26M-44.97M-37.09M-31.30M-26.87M-26.35M-23.12M-98.74M--15.27M17.58M13.03M-38.41M-7.93M
EBITDA -------------------70.96M-96.10M8.78M19.85M57.52M
Interest Expense -------------------1.19M1.25M1.25M1.21M1.23M
Pretax Income -------------------61.79M-105.84M-750.00K10.26M48.21M
Tax Provision ------------------00220.00K739.00K-6.28M-
Net Income 283.32K1.26M1.26M1.90M-297.16K-101.29K-48.83K-2.05M--43.78M-44.18M-36.54M-29.58M-26.09M-26.13M-24.82M-101.56M--61.79M-106.06M-1.49M16.54M48.21M
Diluted EPS ---0.00---0.29-0.40-0.49-0.15-0.15-0.12-0.10-0.08-0.08-0.08-0.32--0.05-0.330.000.05-0.04
R&D Expense -----4.56M3.79M5.89M13.52M11.31M10.24M11.46M10.86M9.51M13.24M11.49M10.11M10.69M-8.25M7.72M7.76M-8.81M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 76.43M107.52M-204.50M306.62M379.80M427.52M
Cost of Revenue ---195.42M249.39M260.25M305.41M
Gross Profit -231.00K17.14M-9.07M57.23M119.55M122.11M
Operating Expenses ---167.22M163.45M142.47M110.98M
Operating Income -53.86M-29.11M--158.15M-106.22M-22.92M11.12M
EBITDA ----134.48M-80.85M-154.91M3.49M
Interest Expense ---3.32M2.63M9.71M4.90M
Pretax Income ----158.17M-106.40M-195.46M-34.54M
Tax Provision ---33.00K10.00K0-5.33M
Net Income 3.37M1.38M--158.20M-106.34M-195.46M-29.22M
Diluted EPS --0.82--0.52-0.34-0.61-0.09
R&D Expense 26.00M16.64M34.38M43.51M45.00M41.06M34.11M

Compounded Sales Growth

5 Years:27.87%
1 Year:-48.00%

Compounded Profit Growth

5 Years:27.18%
1 Year:-

Stock Price Performance

1 Year:-56.82%
6 Months:-54.55%
3 Months:-30.80%
1 Month:-14.36%

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets 101.20K280.50M404.51M-984.96M1.10B951.87M1.01B
Current Assets ----545.07M425.61M428.03M448.72M
Cash & Equivalents 17.50K140.30K21.50M-231.42M44.54M73.01M104.96M
Inventory ----84.25M149.75M143.33M89.41M
Receivables ----119.30M138.72M120.63M155.76M
Total Liabilities 75.79K296.12K389.16M-371.98M532.54M563.97M594.93M
Current Liabilities 75.79K269.06K183.63M-252.41M403.41M330.15M488.34M
Long Term Debt ----72.89M86.92M188.83M54.92M
Total Debt ----175.00M205.18M328.89M384.49M
Total Equity -266.58M-320.26M5.00M-612.98M564.19M387.89M410.51M
Shares Outstanding ----307.63M316.69M324.83M333.47M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 13.37M15.56M--53.93M-75.30M2.81M75.91M
Investing Cash Flow -3.95M-17.67M--175.94M-165.60M-12.15M-16.05M
Financing Cash Flow -52.18M-507.00K-4.97M33.04M37.59M-2.68M
Capital Expenditure -20.26M-18.64M--150.88M-186.79M-27.72M-19.83M
Free Cash Flow -6.89M-3.09M--204.81M-262.09M-24.91M56.07M
Net Change in Cash ----224.91M-207.87M28.25M57.18M

Ratios (Annual)

Figures in %.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -0.3%15.9%-4.4%18.7%31.5%28.6%
Operating Margin % -70.5%-27.1%--77.3%-34.6%-6.0%2.6%
Net Margin % 4.4%1.3%--77.4%-34.7%-51.5%-6.8%
ROE % -1.1%27.5%--25.8%-18.8%-50.4%-7.1%
ROCE % -19.2%-13.2%--21.6%-15.3%-3.7%2.2%

Shareholding Pattern

Insiders
37.79%
Institutions
23.65%
Public Float
38.01%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 4.62% 15.40M $23.86M
2 Vanguard Capital Management LLC 2.59% 8.64M $13.39M
3 State Street Corporation 1.61% 5.38M $8.34M
4 Geode Capital Management, LLC 1.50% 5.00M $7.75M
5 Goldman Sachs Group Inc 1.00% 3.34M $5.17M
6 Millennium Management Llc 0.99% 3.30M $5.12M
7 Dimensional Fund Advisors LP 0.71% 2.36M $3.66M
8 Morgan Stanley 0.62% 2.07M $3.21M
9 Two Sigma Investments, LP 0.60% 2.01M $3.11M
10 Vanguard Portfolio Management LLC 0.59% 1.98M $3.07M

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