MVIS is literally a flaming pile of garbage, not sure why people love it. Updated: Added CFAC/AEye per u/redditcatchingup. I have no business relationship with any companies whose stocks are mentioned in this post.
#Velodyne vs luminar professional
I'm not a professional investor or financial advisor. I may choose to initiate long position in LAZR/Luminar in the future at reasonable share price. My favorite is LAZR/Luminar due to its technology and leadership.ĭisclosure: I have no position in any of these five lidar companies. We need to evaluate each company in fifteen points as first proposed by Philip Fisher. As an investor, we can't only rely on the calculated share price. Also the success of each company depends on many areas of business execution under the management team. See my other post for detail explanation of the simple method to estimate the fair present share price.įrom the fair present SP calculation, LAZR's SP is most overvalued while CLA's SP is most undervalued.Of course, the projected revenue of each company isn't accurate and could be quite uncertain. Luminar founder and CEO Austin Russell is young and talented while Velogyne founder and Chairman David Hall is a veteran innovator.īased on revenue projection of each company, an EV/Rev multiple of 9 and a startup discount rate of 20%, I calculated the fair present SP for each company.
In order to compare the five SPAC lidar companies, I summarize some points in the table below.Total funding for each company is similar, although IPV/Aeva is weak and added private round of $200M early this year. Following "Common Stocks and Uncommon Profits" by Philip Fisher, I usually look for the following points in evaluating a SPAC: TAM, total funding, management team, technology moat, revenue growth, EV/rev multiple and etc.
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