Parkev Tatevosian, CFA发布 2026-09-14
《Better Buy: Archer Aviation Stock vs. Joby Aviation Stock》
$ACHR看涨
对于风险承受能力较高的投资者而言，Archer Aviation 是一项具吸引力的投资；DCF 估值显示未来 12-18 个月约有 30% 的上行空间。
我最近上调了 Joby Aviation 和 Archer Aviation 股票的评级，告知风险承受能力非常高的投资者，对这些 EVTOL 公司来说，风险回报比现在值得了。
I recently upgraded the rankings on Joby Aviation and Archer Aviation stocks, informing investors with a very high risk tolerance that the risk versus reward is now worthwhile for these EVTOL companies.
但现在我收到的问题是，在当前市场价格下，这两家 EVTOL 公司中哪一家是更好的投资？所以当我们看规模时，Joby Aviation 具有早期优势，过去 12 个月营收为 1.16 亿美元，而 Archer Aviation 仅为 690 万美元。
But now I'm getting the question, which one of these two EVTOL companies is the better investment at current market prices? So when we're looking at scale, Joby Aviation has the early advantage with $116 million in trailing 12-month revenue compared to just 6.9 million for Archer Aviation.