General Motors
NYSE-listed (GM) global automaker with $171.9B revenue; Ultium EV platform powering Silverado EV, Equinox EV, and LYRIQ ...
Tesla
Tesla (TSLA) reported $97.7B revenue in FY2024, up 1% YoY. 1.8M vehicles delivered. Market cap ~$900B. 140,000+ employees. Austin, TX. FSD (Full Self-...
Stellantis
NYSE: STLA | €156.9B revenue FY2024 (down 17%); 14-brand portfolio — Jeep, Ram, Dodge, Fiat, Peugeot; world's 4th-larges...
Complete Rankings
Tesla (TSLA) reported $97.7B revenue in FY2024, up 1% YoY. 1.8M vehicles delivered. Market cap ~$900B. 140,000+ employees. Austin, TX. FSD (Full Self-Driving), Optimus humanoid robot, Dojo AI training supercomputer.
NYSE-listed (GM) global automaker with $171.9B revenue; Ultium EV platform powering Silverado EV, Equinox EV, and LYRIQ while managing Cruise AV setback and EV demand growth normalization.
NYSE: STLA | €156.9B revenue FY2024 (down 17%); 14-brand portfolio — Jeep, Ram, Dodge, Fiat, Peugeot; world's 4th-largest automaker; transitioning to EV across all brands
China's largest EV manufacturer with 3.4M vehicles sold in 2024; Blade Battery technology and deep vertical integration driving aggressive international expansion against Tesla.
NASDAQ-listed (RIVN) electric adventure truck maker with R1T pickup, R1S SUV, and Amazon EDV fleet; $5.1B revenue at 51,579 deliveries competing with Ford F-150 Lightning and Cybertruck with Volkswagen $5B investment.
NYSE-listed (RACE) ultra-luxury sports car manufacturer at €6.7B revenue and 26.5% EBIT margin shipping 14,291 vehicles; competing with Lamborghini for F1-heritage prestige at €350K+ average selling prices.
German luxury automaker with €155B revenue; Neue Klasse EV platform launching 2025-2026 to compete with Chinese brands in premium electric vehicle segments.
Comma.ai develops openpilot, the world's leading open-source advanced driver assistance system (ADAS); Comma 3X hardware runs on 250+ supported vehicles; sells hardware ($1,599) with community-driven software; bootstrapped company led by George Hotz.
Merlin Mobility develops technology-driven road safety and driver assistance solutions focused on accident prevention; integrates advanced safety features and driver monitoring into vehicles; targets fleet operators and automotive OEM safety systems.
Saronic builds autonomous unmanned surface vehicles (USVs) integrating hardware, software, and AI for maritime security and defense; raised $600M+ total including a $330M Series C in 2025 at a $4B+ valuation; backed by A16Z and 8VC; targets U.S.
Optibus is an AI-powered platform for public transit planning and operations; used by 500+ transit agencies across 30+ countries; raised $160M total at $1B+ valuation; AI scheduling cuts operational costs 10-20% while improving service coverage.
UK eVTOL company secured $800M conditional funding in Mar 2026 and completed piloted hover-to-forward-flight transition with VX4; pre-orders from American Airlines and Virgin Atlantic; targeting Type Certificate and commercial service by 2028.
StradVision develops SVNet, a deep learning camera perception platform for ADAS and autonomous vehicles; launched a 3D Perception Network at CES 2024 cutting detection errors 10%; partnered with Texas Instruments and AMD; raised $27M Series B.
Skyryse develops FlightOS, a fly-by-wire flight automation and simplified control system retrofittable to existing helicopters and general aviation aircraft; raised $95M+ including a $50M round; partnered with Robinson Helicopter Company;
Ather Energy listed on NSE and BSE in May 2025 raising ~₹2,980 Cr; India's fourth-largest e2W manufacturer backed by Hero MotoCorp (38.19% stake); manufactures premium electric scooters with proprietary battery, software, and charging.
Swedish premium EV brand spun out of Volvo and Geely; 56% revenue growth H1 2025; sold in 27 markets via direct-to-consumer online model with Polestar Spaces showrooms; strong design-led positioning differentiates from mass EV rivals.
Autonomous electric freight company raised $113M oversubscribed PIPE in Feb 2026 for SPAC debut at $1.35B valuation; 200+ EV trucks deployed for PepsiCo, Heineken, and DP World; only AV trucking company on credible near-term IPO path.
Mexico City YC W21 B2B auto parts marketplace at $10.5M revenue 2024 with 70 employees; $17.5M total ($15M Valor/Emles Series A Dec 2021) with China sourcing offices competing with AutoZone Mexico for LatAm repair shop parts supply.
Enovate Motors is a Chinese premium EV manufacturer backed by SAIC Motor and Alibaba; produces the ME7 and other intelligent EVs with NVIDIA-powered smart-driving systems; competes in China's increasingly crowded luxury EV segment.
Level 4 autonomous trucking software company partnered with NVIDIA and International Motors for factory-built self-driving Class 8 trucks; SuperDrive system avoids the aftermarket retrofit approach of most AV trucking competitors.
Chinese premium EV brand pioneering battery-swap network with 2,500+ stations; 326,000 deliveries in 2025; listed NYSE, Hong Kong, and Singapore; expanding into Europe with ONVO mass-market sub-brand targeting mainstream buyers.
Aptera Motors is building a solar electric 3-wheel vehicle with up to 1,000-mile range; now public on Nasdaq (SEV) after Oct 2025 $75M equity line; completed 5 validation vehicles in 2026; low-volume production planned for 2027.
Sidewalk autonomous delivery robot company spun out of Uber Eats; NASDAQ-listed with NVIDIA backing; exclusive deal to deploy up to 2,000 Level 4 autonomous delivery robots across multiple US markets for the Uber Eats platform.
2024 Revenue: KRW 175.2T (+7.7% YoY) | Operating Profit: KRW 14.2T (-5.9%) | Vehicle Sales: 4.14M units (-1.8%) | Q4 2024: Revenue KRW 46.62T (+11.9%), Op Profit KRW 2.82T (-17.2%) | Electrified Vehicles: 757k units (+8.9%, 21.
Only publicly traded pure-play autonomous trucking company via de-SPAC at $2.5B valuation; driverless fleet doubled Q3 2025; expanding from Sunbelt to Ohio and Indiana in April 2026 toward coast-to-coast commercial operations.
Cloud-native automotive retail platform replacing legacy DMS for dealers. Founded by Tesla's former CIO; raised $150M+; based in Pleasanton, CA. Early adopters include major dealer groups demanding modern, unified cloud tech.
GM-backed autonomous vehicle company paused robotaxi operations in 2023 after a safety incident; rebuilding under new leadership in 2025 with $10B+ cumulative investment from GM, Honda, Microsoft, and institutional investors.
AI-powered automotive retail platform for inventory merchandising and customer engagement. New York-based; raised $100M+; formerly SpinCar. Serves thousands of dealerships with AI lead engagement and 360-degree vehicle tours.
Helm.ai builds vision-only autonomous driving AI using proprietary Deep Teaching unsupervised learning; Honda partner for Zero Series L3 autonomy; launched Helm.ai Driver (zero-shot steering from 1,000 hours of data) in 2025.
Passport is the leading mobility management platform for cities and universities; serves 1,000+ municipalities in North America with mobile pay parking, enforcement, and curb management; raised $200M+ including a $90M round.
ThayerMahan is a Groton, CT defense tech company founded by a former U.S. nuclear submarine fleet commander; deploys autonomous underwater and surface vehicles for persistent maritime surveillance; revenue approaching $100M;
Express Storefront digital retail platform by CDK Global enabling end-to-end online car buying. Originally founded 2013; acquired by CDK for ~$360M in 2021. Embedded at franchise dealers for consumer deal-structuring online.
Dealer finance, compliance, and registration platform connecting dealers with 1,500+ lenders for e-contracting. Part of Cox Automotive; acquired for ~$4B; processes millions of credit apps annually for US franchise dealers.
NYSE: AZO largest US auto parts retailer with 7,100+ stores at ~$17.5B revenue; free battery testing and code-reading driving DIY traffic competing with O'Reilly and NAPA for automotive aftermarket parts market leadership.
Sibros provides the Deep Connected Platform for software-defined vehicles — OTA updates, real-time data logging, remote diagnostics, and a 70+ app marketplace; joined SOAFEE and showcased Vehicle AI Concierge at CES 2026.
Sales intelligence platform helping auto dealers recover missed leads by capturing full website visitor behavior and enriching CRM records. Portland OR; integrates with major DMS and CRM systems at franchise dealerships.
Raised $103M in a Series D first close in March 2026 backed by NVIDIA NVentures, the UK National Wealth Fund, and bp Ventures, deploying its Oxa Driver software across ports, airports, and logistics yards for DHL and BP.
Toyota Motor Corporation, 10.1M vehicles 2024 (-1.4%), #1 global automaker (5th consecutive year), US: 2,332,623 vehicles (+3.7%), 43.1% electrified (1,006,461 units +53.1%), Europe: 1,217,132 (+4%), 74% electrified, 7.
SF YC W24 AI voice agents for car dealerships at 7-fig ARR in under 1 year with 100+ dealers and 1M+ calls; $17.5M total ($17M a16z Series A Jun 2025) with Lithia/Cox partnerships competing for automotive dealership AI.
Carwow is a UK-based online car marketplace connecting buyers with dealers for transparent new and used car transactions; reached unicorn status with $55M Series E in 2022; 15M+ monthly users across UK, Germany, Spain;
XPeng AeroHT is developing a modular flying car (Land Aircraft Carrier) combining a ground EV with a detachable eVTOL aircraft; subsidiary of NYSE-listed XPeng Motors; received 2,000+ pre-orders; raised $150M Series B;
US luxury EV maker with industry-leading 516-mile EPA range; delivered 15,841 vehicles in 2025 — record full year doubling 2024 volume; majority-owned by Saudi Arabia's PIF with Lucid Gravity SUV expansion underway.
Zum is the leading modern student transportation platform serving 4,000+ schools in 15 states; raised $140M from GIC; deployed the first fully electric school bus fleet in Oakland USD; expanding East Coast in 2026.
Chinese EV maker known for advanced ADAS with city-level XNGP driving without HD maps; Q1 2025 revenue surged 141% YoY; MONA M03 at $17,000 became one of China's top-selling EVs targeting mass-market ADAS adoption.
Shopmonkey is a cloud-based shop management platform for automotive repair shops; raised $75M Series C in 2022; serves thousands of shops with estimating, scheduling, inventory, invoicing, and integrated payments;
Merlin Labs makes the Merlin Pilot, an aircraft-agnostic AI autopilot; went public via SPAC in 2026 raising $200M+ (NASDAQ listed); $800M valuation; Air Force targeting its autonomy system for entire tanker fleet.
QCraft is a Beijing-based autonomous driving company founded in 2019 by ex-Waymo engineers, developing full-stack AV solutions for buses and ride-hailing vehicles in complex urban environments; raised over $400M;
Swift Navigation delivers centimeter-accurate GNSS positioning powering 10M+ vehicles and devices globally; raised $50M Series E in July 2025, partnered with STMicroelectronics and SIMCom for automotive autonomy.
Nullmax is an AI-first autonomous driving company (founded Silicon Valley, HQ Shanghai) targeting global OEMs; signed MOU with a European OEM and partnered with Renesas in 2025 for large-scale ADAS deployment.
OneD Battery Sciences' SINANODE platform infuses silicon nanowires into graphite anodes, tripling energy density and halving cost per kWh; partnered with GM and Koch Modular for 1M-EV-scale annual production.
| Rank | Brand |
|---|---|
#1 | Tesla 💰 $97.7B |
#2 | General Motors 💰 $171.9B |
#3 | Stellantis 💰 $156.9B |
#4 | BYD |
#5 | Rivian 💰 $5.1B |
#6 | Ferrari 💰 $6.7B |
#7 | BMW 💰 $155B |
#8 | Comma.ai |
#9 | Merlin Mobility |
#10 | Saronic |
#11 | Optibus |
#12 | Vertical Aerospace |
#13 | StradVision |
#14 | Skyryse |
#15 | Ather Energy |
#16 | Polestar |
#17 | Einride |
#18 | Meru.com 💰 $10.5M |
#19 | Enovate Motors |
#20 | Plus.ai |
#21 | NIO |
#22 | Aptera Motors |
#23 | Serve Robotics |
#24 | Hyundai |
#25 | Kodiak AI |
#26 | Tekion |
#27 | Cruise |
#28 | Impel |
#29 | Helm.ai |
#30 | Passport |
#31 | ThayerMahan |
#32 | Roadster |
#33 | Dealertrack |
#34 | AutoZone 💰 $17.5B |
#35 | Sibros |
#36 | Foureyes |
#37 | Oxa |
#38 | Toyota |
#39 | Toma |
#40 | Carwow |
#41 | XPeng AeroHT |
#42 | Lucid Motors |
#43 | Zum |
#44 | Xpeng |
#45 | Shopmonkey |
#46 | Merlin Labs |
#47 | QCraft |
#48 | Swift Navigation |
#49 | Nullmax |
#50 | OneD Battery Sciences |