Ferrari NV vs Tesla Inc

Ferrari NV (RACE) is overvalued and Tesla Inc (TSLA) is overvalued.

Both trade above our estimate of their intrinsic value. RACE is the closer of the two: -65%, against -1287% for TSLA.

Values as of the 22 Sept 2026 close.

Ferrari NV (RACE)

Discounting its cash flows at 9.5% (average of 3 methods) values the shares at $251.06; the price of $413.32 is 65% above that value, and 75% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

Tesla Inc (TSLA)

Discounting its cash flows at 13.2% (average of 2 methods) values the shares at $27.32; the price of $378.90 is 1287% above that value.

Leak Score 48/100 on 10 of 12 signals

MetricRACETSLA
VerdictOvervaluedOvervalued
Price$413.32$378.90
Intrinsic value$251.06$27.32
Margin of safety-65%-1287%
Leak Score59/100 (3/12)48/100 (10/12)
Market cap$65.8B$1.50T
Revenue growth, 5 years15.4%24.6%
Operating margin29.8%4.6%
Net margin22.3%3.7%
Return on equity45.8%4.6%
Debt to equity0.870.19
P/E38.4x352.0x
Forward P/E32.5x164.6x
P/B17.4x17.2x
Dividend yield1.1%

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