Proceedings of the 2025 5th International Conference on Enterprise Management and Economic Development (ICEMED 2025)

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

Authors
Zhenyuan Sheng1, *
1School of Economics and Finance, Shanghai International Study University, Shanghai, 201620, China
*Corresponding author. Email: 0221121009@shisu.edu.cn
Corresponding Author
Zhenyuan Sheng
Available Online 14 August 2025.
DOI
10.2991/978-94-6463-811-0_6How to use a DOI?
Keywords
Electric vehicle infrastructure; Business Model Canvas; Tesla; ChargePoint; comparative analysis
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.

Copyright
© 2025 The Author(s)
Open Access
Open Access This chapter is licensed under the terms of the Creative Commons Attribution-NonCommercial 4.0 International License (http://creativecommons.org/licenses/by-nc/4.0/), which permits any noncommercial use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons license and indicate if changes were made.

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Volume Title
Proceedings of the 2025 5th International Conference on Enterprise Management and Economic Development (ICEMED 2025)
Series
Advances in Economics, Business and Management Research
Publication Date
14 August 2025
ISBN
978-94-6463-811-0
ISSN
2352-5428
DOI
10.2991/978-94-6463-811-0_6How to use a DOI?
Copyright
© 2025 The Author(s)
Open Access
Open Access This chapter is licensed under the terms of the Creative Commons Attribution-NonCommercial 4.0 International License (http://creativecommons.org/licenses/by-nc/4.0/), which permits any noncommercial use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons license and indicate if changes were made.

Cite this article

risenwbib
TY  - CONF
AU  - Zhenyuan Sheng
PY  - 2025
DA  - 2025/08/14
TI  - A Comparative Company Analysis and Financial Assessment of ChargePoint and Tesla in the U.S. EV Charging Market
BT  - Proceedings of the 2025 5th International Conference on Enterprise Management and Economic Development (ICEMED 2025)
PB  - Atlantis Press
SP  - 46
EP  - 57
SN  - 2352-5428
UR  - https://doi.org/10.2991/978-94-6463-811-0_6
DO  - 10.2991/978-94-6463-811-0_6
ID  - Sheng2025
ER  -