Central banks are back in the spotlight, with the Bank of England expected to lift interest rates to address inflation linked to the Iran war. Higher borrowing costs can pressure traditional automakers and oil-heavy transport, which shifts more attention to electric vehicles and the companies that support them. This piece examines three US-listed stocks in the electric car and battery supply chain that may warrant closer consideration.
The three EV and battery stocks below are only a sample, and the full screen surfaced 6 more companies with equally detailed narratives that are not covered here. To identify potential electric vehicle leaders and battery suppliers that fit a specific view on risk and capital structure, go straight to the EV Stocks screener.
Ford Motor (F)
Ford Motor anchors this EV list with a mix of long established truck and SUV franchises and a focused Model e division that builds battery electric vehicles, powertrains and charging technology, giving investors exposure to electrification inside a broad, familiar automaker.
Ford Motor generates most of its revenue from the Ford Blue unit at about US$144.9b, with Ford Pro contributing roughly US$65.2b and Ford Credit adding around US$13.7b, while the Model e EV segment currently brings in about US$5.1b. The group’s market value sits near US$49.2b.
What may interest EV focused investors about Ford is not just the vehicles themselves, but also how the group is trying to layer software, services and energy solutions on top of that hardware to reshape where profits ultimately come from.
"Ford Motor is building a larger base of high margin software subscriptions, with about 1.6 million paid subscriptions across the group, blended ARPU of around US$14 per month and contribution margins above 50%. This can increase recurring revenue and support earnings resilience if subscriber numbers and ARPU continue to grow."
Much of the long term potential or disappointment around Ford’s EV push may hinge on one unresolved pressure that could significantly influence future margins.
That pressure point is exactly what the full narrative for Ford Motor unpacks, showing how Ford Motor’s EV push could accelerate or stall as software, scale and capital demands pull in different directions.
Rivian Automotive (RIVN)
Rivian Automotive builds the kind of all electric pickups, SUVs and delivery vans that this EV Stocks screen is looking for, and its push to scale production capacity is becoming just as important to the story as the vehicles themselves.
Rivian Automotive develops and sells battery electric R1T pickups, R1S SUVs and commercial delivery vans, with most of its US$6.5b in yearly revenue coming from Automotive at about US$4.4b and the rest from Software and Services at roughly US$2b, and the stock valued near US$19.4b.
"The planned ramp to a second shift at the Illinois plant and a longer term target of roughly 4,000 R2 units per week, alongside an eventual 300,000 unit facility in Georgia, indicate rising installed production capacity. That capacity can spread fixed costs over more vehicles and may influence gross margins and earnings as volumes change."
For shareholders, what happens when that expanding EV factory footprint meets the still developing software and services engine could be decisive for future margins.
That collision of factories and code is exactly what the full narrative for Rivian Automotive unpacks, showing where Rivian Automotive’s ramp could accelerate, stall, or quietly decouple from expectations.
EnerSys (ENS)
EnerSys brings an industrial angle to the EV Stocks screener, with its stored energy solutions feeding into data centers, telecoms and defense. Its Industrial Mobility Solutions arm supplies batteries for electric forklifts and some Class 8 electric trucks that link directly to the vehicle theme.
EnerSys generates about US$3.8b in revenue across its Network & Infrastructure Solutions, Industrial Mobility Solutions and Precision Power Solutions segments. The stock is valued around US$6.1b, which puts it firmly in mid cap territory for investors looking at EV related battery suppliers.
For investors focused on EV linked power systems, EnerSys offers a mix of industrial mobility exposure and broader energy storage demand that ties into grid reliability and data center trends. This makes the next phase of its execution especially important.
"Ongoing growth in AI driven data center loads and concerns about grid reliability are supporting increased adoption of EnerSys backup and energy storage systems, which can add to revenue and support earnings as more of the installed base enters replacement cycles."
What happens when that AI and grid demand story meets one large, capital intensive project could have a big impact on future margins.
That single project question is exactly what the full narrative for EnerSys tackles, revealing how EnerSys could turn heavy investment into accelerating cash flows or a margin squeeze.
Seeking Fresh Alternatives Before They Fly
Fresh ideas often move first, then everyone chases. Look for potential breakout momentum while these stories remain under the radar for now. Screens update over time, and edges can diminish, so consider ideas early in your research process.
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