Tesla Due Diligence

Run due diligence on Tesla: check compliance and get alerts when suppliers change.

United States · www.tesla.com · 5 vendors

Tesla, Inc. is an American multinational automotive and clean energy company. It designs, manufactures, and sells battery electric vehicles, stationary battery energy storage devices, solar panels, and related products and services. The company's mission is to accelerate the world's transition to sustainable energy.

Resilience scores

Technology vendors

Services catalogue

1 service in catalogue across 1 category; runs on 5 sub-vendors.

Insights

Last updated 2026-09-13 · revision 2

5 direct vendors, 80 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

12 in-scope frameworks identified; showing 3.

EU General Product Safety Regulation — Evidence found

Evidence: https://ec.europa.eu/safety-gate/, https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32018R0858, https://unece.org/transport/vehicle-regulations/wp29-world-forum-harmonization-vehicle-regulations, https://ir.tesla.com/sec-filings/annual-reports

SOC 2 (source) — No public evidence

Evidence: https://www.tesla.com/support/tesla-app, https://www.tesla.com/energy, https://ir.tesla.com/sec-filings/annual-reports, https://www.aicpa-cima.com/resources/landing/system-and-organization-controls-soc-suite-of-services

ISAE 3000 (source) — No public evidence

Evidence: https://www.tesla.com/ns_videos/2023-tesla-impact-report.pdf, https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32022L2464, https://www.iaasb.org/publications/international-standard-assurance-engagements-isae-3000-revised-assurance-engagements-other-audits-or, https://ir.tesla.com/sec-filings/annual-reports

Financials

Three-year financials

Financial Resilience Score: 8/10

Tesla exhibits strong financial resilience underpinned by a robust balance sheet with roughly $36B in cash and investments against less than $10B of debt at year-end 2024. The company generated over $14B in operating cash flow in FY2024, allowing it to fund substantial capital expenditure without material new borrowing. Stockholders' equity has grown consistently through retained earnings, reaching approximately $70.85B at end-2024. However, resilience is being tested by significant margin compression. Operating margin has fallen from ~17% in 2022 to ~7% in 2024, driven by aggressive EV price cuts and heavy investment in AI, Optimus, and FSD initiatives. Automotive gross margin ex-credits has dropped from >25% in 2022 to the mid-teens in 2024. Revenue growth stalled to just 0.9% in 2024, and unit deliveries declined for the first time in Tesla's mass-market history. Diversification into Energy generation & storage (growing 67% in 2024 to over $10B) provides a meaningful second pillar. Tesla remains the largest pure-play EV manufacturer with vertical integration in batteries, powertrain, and software offering a potential moat. Regulatory credit income of ~$2.8B in 2024 continues to buffer margins but is not sustainable long-term as competitors electrify.

Key strengths: Strong liquidity: ~$36B cash & investments vs <$10B debt at end-2024, Positive operating cash flow of >$14B in FY2024, Largest pure-play EV manufacturer with ~1.79M vehicles delivered in 2024, Fast-growing Energy segment (+67% in 2024 to >$10B), High-margin regulatory credit income of ~$2.8B in 2024, Vertical integration in battery cells, powertrain, and software, Growing stockholders' equity funded by retained earnings

Risk factors: Margin compression: operating margin fell from 17% (2022) to 7% (2024), Automotive gross margin ex-credits declined from >25% to mid-teens, EV demand softness: first-ever unit delivery decline in 2024, Product concentration: Model 3/Y account for ~95% of deliveries, China exposure ~21% of revenue amid intense competition (BYD, Xiaomi), Key-person risk tied to Elon Musk and compensation package litigation, Execution risk on FSD, robotaxi, and Optimus initiatives, Regulatory credit revenue unsustainable long-term as competitors electrify

Revenue by geography

Revenue by product/service

Workforce by country

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