Polestar Automotive Holding UK PLC

PSNYdata completeness 88%5 fiscal years on file
i. The business — what you’d actually own
FigureFY 2020FY 2021FY 2022FY 2023FY 2024
Revenue$610.2M1$1.34B2$2.44B3$2.37B3$2.03B3
Net income−$484.9M4−$969.8M5−$479M6−$1.18B6−$2.05B6
Operating cash flow−$57.1M7−$324.1M8−$1.08B9−$1.89B9−$991.2M9
Capital expenditure$49.6M10$24.7M11$32.3M12$137.4M12$147.9M12
Free cash flow (derived)−$106.6M7−$348.8M8−$1.11B9−$2.03B9−$1.14B9
Total debt$642.3M13$1.33B14$2.03B14
Cash & equivalents$316.4M15$756.7M16$973.9M16$768.3M16$739.2M16
Diluted shares1.68B1.91B2.03B2.11B2.11B

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
−$15.77
your share of equity
Profit it earned you last year
−$9.71
Free cash flow it threw off
−$5.4
Debt you’d be carrying

10 shares is a claim on −$15.77 of net worth that earned you −$9.71 and generated −$5.4 of cash last year.

iii. Is this a good business?
Moat signal · return on equity
avg · 5y

Not enough data in the filings for a return-on-capital reading.

seeing a moat in the numbers →
Management signal · capital allocation
+26% shares · 5y

Share count is up 26% over 5 years — owners have been diluted. Worth asking what they got for it. Total debt has risen 216% over the same window.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0
DCF · Growth Exit 10Y
not applicable
3y-median FCF non-positive — growth-exit DCF not applicable (see EPV)
DCF · Growth Exit 5Y
not applicable
3y-median FCF non-positive — growth-exit DCF not applicable (see EPV)
Earnings Power Value
not applicable
normalized (5y-median) earnings non-positive — EPV undefined
Graham Number
not applicable
diluted EPS missing or non-positive — Graham Number undefined

Different models answer different questions — which to trust when →

Sources — the receipts
  1. 20-F · period ending 2020-12-31 · accession 0001884082-23-000008 (Revenue)
  2. 20-F/A · period ending 2021-12-31 · accession 0001884082-25-000005 (Revenue)
  3. 20-F · period ending 2022-12-31 · accession 0001884082-25-000012 (Revenue)
  4. 20-F · period ending 2020-12-31 · accession 0001884082-23-000008 (ProfitLoss)
  5. 20-F/A · period ending 2021-12-31 · accession 0001884082-25-000005 (ProfitLoss)
  6. 20-F · period ending 2022-12-31 · accession 0001884082-25-000012 (ProfitLoss)
  7. 20-F · period ending 2020-12-31 · accession 0001884082-23-000008 (CashFlowsFromUsedInOperatingActivities)
  8. 20-F/A · period ending 2021-12-31 · accession 0001884082-25-000005 (CashFlowsFromUsedInOperatingActivities)
  9. 20-F · period ending 2022-12-31 · accession 0001884082-25-000012 (CashFlowsFromUsedInOperatingActivities)
  10. 20-F · period ending 2020-12-31 · accession 0001884082-23-000008 (PurchaseOfPropertyPlantAndEquipmentClassifiedAsInvestingActivities)
  11. 20-F/A · period ending 2021-12-31 · accession 0001884082-25-000005 (PurchaseOfPropertyPlantAndEquipmentClassifiedAsInvestingActivities)
  12. 20-F · period ending 2022-12-31 · accession 0001884082-25-000012 (PurchaseOfPropertyPlantAndEquipmentClassifiedAsInvestingActivities)
  13. 20-F · period ending 2021-12-31 · accession 0001884082-23-000008 (Borrowings)
  14. 20-F/A · period ending 2022-12-31 · accession 0001884082-25-000005 (Borrowings)
  15. 20-F/A · period ending 2020-12-31 · accession 0001884082-25-000005 (CashAndCashEquivalents)
  16. 20-F · period ending 2021-12-31 · accession 0001884082-25-000012 (CashAndCashEquivalents)