-
BYD Company Limited has reported unaudited 2025 figures showing full-year vehicle sales and production rising versus 2024, even as December volumes eased, while the group also reshaped its UK leadership and continued building out its dealer network.
-
These results confirm that BYD has overtaken Tesla as the world’s largest seller of battery electric vehicles, underscoring how its global expansion is progressing despite slower growth and intense price competition at home.
-
We’ll now examine how BYD surpassing Tesla in global battery electric vehicle sales reframes the company’s investment narrative and future positioning.
AI is about to change healthcare. These 29 stocks are working on everything from early diagnostics to drug discovery. The best part – they are all under $10b in market cap – there’s still time to get in early.
For BYD, the crux of the investment case is whether you believe it can turn its new global scale in battery electric vehicles into durable profitability, despite slower growth and fierce price pressure at home. The latest unaudited 2025 figures show full-year sales and production still up year on year, but with a weaker December and a trimmed sales target, which keeps near term demand and pricing firmly in focus as key catalysts. BYD overtaking Tesla as the largest BEV seller repositions the story toward global execution quality, product breadth and export momentum, while the UK leadership reshuffle and dealer build-out underline how seriously management is treating Europe as a growth offset to China. That said, the softer exit to 2025 may increase investor attention on margins and capital discipline.
However, one risk in particular may matter more than the headline EV sales win. BYD’s shares have been on the rise but are still potentially undervalued by 14%. Find out what it’s worth.
Investors in the Simply Wall St Community have 24 fair value views on BYD, stretching from HK$114.83 to a very large HK$449.47. That spread sits against recent concerns about decelerating unit growth and China price pressure, which could influence how sustainably the company’s new BEV leadership position translates into future financial performance.
Explore 24 other fair value estimates on BYD – why the stock might be worth just HK$114.83!
Disagree with this assessment? Create your own narrative in under 3 minutes – extraordinary investment returns rarely come from following the herd.
-
A great starting point for your BYD research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
-
Our free BYD research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate BYD’s overall financial health at a glance.
Right now could be the best entry point. These picks are fresh from our daily scans. Don’t delay:
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include 1211.HK.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
