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EVgo, Inc. Class AEVGOCompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Specialty Stores
Momentum leader 87
Mkt cap
$576M
US dollars, full cap
Free float
94%
of shares outstanding
$/day
$12.2M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-25.1 pp
WACC 13.4%
Hurdle
n/a
no reverse DCF
Next earnings
3 days
9 Nov 2026
Close · USD$1.83
1D+4.6%
1W+45.2%
1M+44.1%
3M+15.1%
6M-7.1%
YTD-37.1%
1Y-51.7%
ATR %7.0%
Beta2.23
52w lowhigh52.5% off high

What EVgo does

Employees: 376

EVgo at a glance

Size EVgo (EVGO) is a United States Consumer Discretionary company (Specialty Stores) with a market value of $576M, the 2596th largest of 3,117 United States companies the cockpit tracks. Shares closed at $1.83 on 6 Nov 2026.

Performance Over six months the shares fell 7.1%, against -2.5% for the median peer and -1.1% for the United States market (cap-weighted) — 10th lowest of 21 in its peer set.

Growth Revenue grew 30.7% over the last twelve months (peer median +6.8%); the operating margin is -26.6% (peer median 4.2%).

Valuation It trades at 2.8× enterprise value to sales against a peer median of 1.3× (4th most expensive of 21).

Capital Return on invested capital runs 25.1 points below its cost of capital (13.4% WACC).

Backlog Backlog (remaining performance obligations) was $52.1M at 30 Jun 2026, down 40% on a year earlier — 0.1 years of trailing revenue. Backlog detail →

Short interest Short interest is 24.3% of the free float (15 Oct 2026).

Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).

Relative performance

507510012511 May 202611 Aug 20266 Nov 2026Peer median 97EVGO 92
Six months, rebased to 100: EVgo against the median of its 20 peers (local-currency closes).

EVgo financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$403M$384M$257M$161M$54.6M
Revenue growth—+50%+60%+195%—
Gross profit$65.1M$66.2M$9.56M-$10.4M-$22.8M
EBITDA-$29.8M-$23.0M-$58.6M-$90.0M-$105M
Net income-$54.1M-$41.4M-$44.0M-$42.1M-$27.9M
Free cash flow-$193M-$124M-$113M-$196M-$259M
Capital expenditure$140M$117M$94.8M$159M$200M
Total debt$416M$311M$90.4M$68.0M$50.6M

Quarterly statements and history in the cockpit →

EVgo competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%-25%0%+25%-20%0%+20%+40%MEGP002758MUSTI7599MATAS01782247600830VMART600229C41KID6003270881HNST5WJ300736TPWEVGO6-month return →1-month return →
Up and to the right = strong over both horizons. EVgo is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%0×5×10×MEGP002758MUSTI7599MATAS01782247600830T6IVMART600229C41KID600327BWMX08815WJ300736EVGORevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. EVgo is the large dot.

EVgo competitors and peer comparison

How EVgo compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

EVgo against its 20 peers (data as of 6 Nov 2026)
MeasureEVGOPeer medianRank in peer set
1-month return+44.1%-1.3%highest of 21
6-month return-7.1%-2.5%10th lowest of 21
Distance from 52-week high-52.5%-28.6%4th lowest of 21
Revenue growth (TTM)+30.7%+6.8%3rd highest of 21
Operating margin-26.6%4.2%lowest of 21
EV / Sales2.8×1.3×4th most expensive of 21
ROIC minus cost of capital-25.1 pp+1.6 pp4th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
EVgo EVGOUnited States$576M-7%+31%-27%2.8×n/an/a
ME Group International MEGP.LUnited Kingdom$568M-17%+1%25%1.4×-11.6%+11.1%
ZJAMP 002758.SZChina$585M-18%+23%2%0.2×n/an/a
Musti MUSTI.HEFinland$558M-9%-8%1%1.4×40.3%+12.3%
IDOM 7599.TJapan$601M-28%+17%3%0.3×-6.7%+8.1%
Matas A/S MATAS.CODenmark$542M-19%+4%6%0.9×-1.0%+16.1%
Sa Sa International 0178.HKHong Kong$536M+47%+11%5%1.0×3.1%+7.6%
Pan German Universal Motors 2247.TWTaiwan$532M+2%-22%3%0.4×-8.1%+5.4%
Sunny Loan Top 600830.SSChina$531M-21%+11%35%13.4×n/an/a
ValueMax T6I.SISingapore$631M-21%+32%20%2.8×n/an/a
V-Mart Retail VMART.NSIndia$636M+14%+18%6%1.7×36.5%+28.6%
Qingdao Citymedia 600229.SSChina$636M+2%-12%-22%1.6×n/an/a
Cortina C41.SISingapore$519M+6%+9%10%0.7×-16.5%+17.5%
Kid KID.OLNorway$640M+23%+5%11%2.0×5.0%+5.7%
Wuxi Commercial Mansion Grand Orient 600327.SSChina$652M+24%-28%1%1.9×13.2%-16.3%
Betterware de Mexico, S.A.P.I. de C.V BWMXUnited States$655M-1%+28%17%1.1×-9.2%+17.0%
Zhongsheng Hldg 0881.HKHong Kong$656M-70%-5%0%0.2×48.7%+1.4%
Honest HNSTUnited States$501M+41%-12%-2%1.2×3.8%+4.3%
MoneyMax Financial Services 5WJ.SISingapore$499M-56%+39%26%2.7×n/an/a
BYBON 300736.SZChina$495M-4%-36%-8%12.1×n/an/a
Temple & Webster TPW.AXAustralia$494M+23%+11%1%0.9×48.2%+15.3%

EVgo backlog

EVgo reported $52.1M of remaining performance obligations at 30 Jun 2026, down 40% from a year earlier and down 7% from the previous quarter. That is 0.1 years of trailing revenue already under contract. Book-to-bill last quarter: 0.95.

Questions

Which companies are EVgo's closest peers?
The cockpit's peer set: ME Group International (MEGP.L), ZJAMP (002758.SZ), Musti (MUSTI.HE), IDOM (7599.T), Matas A/S (MATAS.CO), Sa Sa International (0178.HK), Pan German Universal Motors (2247.TW), Sunny Loan Top (600830.SS).
Is EVgo expensive compared with its peers?
On ev / sales it trades at 2.8× against a peer median of 1.3×, 4th most expensive of 21 in its peer set.
How has EVgo stock performed?
Over six months to 6 Nov 2026 the shares returned -7.1% against -2.5% for the median peer; over one year -51.7%.
What is EVgo's backlog?
EVgo's remaining performance obligations (contracted revenue not yet recognised) were $52.1M at 30 Jun 2026, -40% on a year earlier.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.