EV & Mobility Sector

Best EV & Mobility Stocks in 2026

The EV & Mobility industry spans electric vehicle manufacturers, battery producers, legacy automakers and mobility service providers working to transform the essential transportation landscape. While China leads the global EV transition, mass adoption in the U.S. and Europe has been slower, more challenging than expected. This category also includes companies supporting the broader mobility ecosystem, such as ride-sharing platforms and vehicle remarketing services. It focuses on firms that are most resilient and best positioned to navigate the structural shifts, competitive pressures and new trends shaping the future of the mobility industry.

Top picks9
Total market cap$2.21T
Avg YTD-5.2%
Avg 3-Year+47.2%
Avg net margin9.6%

Sector Highlights

Top picks by key criteria across the sector

Sector Performance

Compare returns and net margin across our picks — toggle between periods

PanasonicPanasonic
+22.9%
BYDBYD
+8.7%
CATLCATL
+5.2%
FordFord
-11.6%
UberUber
-11.9%
CopartCopart
-12.2%
TeslaTesla
-12.6%
Mercedes-BenzMercedes-Benz
-16.6%
BMWBMW
-19.0%

Our Top 9 EV & Mobility Picks

Sorted by market cap — our best-in-class selection for long-term investors

Fundamental Analysis Comparison

Side-by-side view of all 5 proprietary section scores — hover a cell to see the exact score

CompanyProf.Liq.Lev.CFVal.
Tesla

Tesla

TSLA

P
G
E
E
P
CATL

CATL

300750.SZ

A
G
E
G
G
Uber

Uber

UBER

G
G
E
E
G
BYD

BYD

002594.SZ

W
W
E
E
G
Mercedes-Benz

Mercedes-Benz

MBG.DE

P
A
A
E
G
BMW

BMW

BMW.DE

W
A
A
E
E
Ford

Ford

F

P
A
P
E
P
Panasonic

Panasonic

6752.T

W
A
E
E
G
Copart

Copart

CPRT

E
E
E
G
G
Excellent(4.2–5.0)
Good(3.4–4.2)
Average(2.6–3.4)
Weak(1.8–2.6)
Poor(1.0–1.8)
Free to join

Unlock the full EV & Mobility research

Access the complete fundamental breakdown, expert investment takes, live charts and AI-powered briefings for every EV & Mobility stock. All in one ad-free workspace.