Morgan Stanley Research / Tesla Inc: Tesla vs. SpaceX: Sentiment Pushes the Final Frontier

19 Oct 2021 | Adam Jonas CFA | Kristine T Liwag | Landon Park | Simon Flannery | Matthew Sharpe | Billy Kovanis | Evan Silverberg CFA, CPA | Grace G Kim | Alexander Zoeckler
Tesla Inc: Tesla vs. SpaceX: Sentiment Pushes the Final Frontier
From our investor conversations, the sentiment on SpaceX has increased substantially along with the company’s valuation in the private market. Our client survey revealed nearly ⅔ feel SpaceX could be a more valuable company than Tesla (currently >$900bn cap). What happens after Starship is launched?

Continue reading