TM, Toyota 203.72B
VLKAY, Volkswagen AG 114.33B
DDAIF, Daimler AG (USA) 85.52B
HMC, Honda Motor Co 71.86B
BAMXF, BMW 68.69B
F, Ford Motor Company 67.33B
GM, General Motors 51.52B
NSANY, Nissan Motor 36.86B
AUDVF, Audi 36.42B
TSLA, Tesla Motors Inc 21.47B
FIATY, Fiat 9.35B
So, no, I don't think Tesla is quite at those levels of expectations yet. (As full disclosure, I own some Tesla stock.)
What complicates this analysis is the fact that these other companies sell in the millions--hundreds of times more cars than Tesla does in a year. Tesla's market cap is one million dollars per car to be sold in 2013.
And of course, the part which you neglected to mention: None of these companies have growth prospects which are anywhere near those of Tesla. Added in the potential disruptive potential of an all-electric car future once battery technology gets only slightly better than it is today.
I agree with you up to the point that this is a complicated analysis which can't really be done, but no further. This earnings call was really very positive, but the delivery was pretty lackluster.
