A Comparative Company Analysis and Financial Assessment of ChargePoint and Tesla in the U.S. EV Charging Market

Zhenyuan Sheng ()
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Zhenyuan Sheng: Shanghai International Study University, School of Economics and Finance

A chapter in Proceedings of the 2025 5th International Conference on Enterprise Management and Economic Development (ICEMED 2025), 2025, pp 46-57 from Springer

Abstract: Abstract As the demand for electric vehicle (EV) infrastructure surges in the United States, understanding how companies approach the growing EV charging market is essential. This paper conducts a comparative analysis of ChargePoint and Tesla’s EV charging business models using the Business Model Canvas (BMC) framework. While ChargePoint adopts a capital-light, partnership-driven model with a focus on software and network scalability, Tesla follows a vertically integrated strategy, leveraging its proprietary Supercharger network to strengthen brand control and user experience. The analysis evaluates key components such as customer segments, value propositions, revenue streams, and cost structures. Financial assessments and strategic partnerships are also considered. The study finds that both companies excel in different areas: ChargePoint offers a scalable, inclusive platform for various stakeholders, while Tesla provides a seamless, brand-centric ecosystem. This comparison contributes to a deeper understanding of the strategic diversity in the EV infrastructure industry and offers insights into how different models can support the transition to sustainable mobility. The findings also suggest directions for future research, including ROI analysis, grid integration, and user satisfaction across business models.

Keywords: Electric vehicle infrastructure; Business Model Canvas; Tesla; ChargePoint; comparative analysis (search for similar items in EconPapers)
Date: 2025
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Persistent link: https://EconPapers.repec.org/RePEc:spr:advbcp:978-94-6463-811-0_6

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DOI: 10.2991/978-94-6463-811-0_6

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