Electric vehicles are not just about cleaner transport anymore. The World Bank now wants to multiply financing for critical minerals, which are essential for EV batteries, and that raises the stakes for companies tied to this supply chain. If you care about where that money could flow next, this is a theme to watch closely. This article breaks down three EV related stocks from our screener that may warrant a closer look.
The stocks covered below are just a small sample of the EV theme, and the full screen surfaced 46 more companies with equally detailed stories tied to electric vehicles and their critical mineral supply chains. To size up that broader field, identify patterns, and analyze potential standouts, head straight into the EV Stocks screener .
Ford Motor (F)
Ford Motor brings heavyweight scale to the EV Stocks theme, with its Ford Model e unit pushing into battery electric vehicles while the wider group still leans on traditional trucks, SUVs, and financing to fund that transition.
Ford Motor develops and sells Ford and Lincoln vehicles, including EVs through its Ford Model e segment. Most 2025 revenue still comes from Ford Blue at about US$145.9b and Ford Pro at roughly US$64.8b, with Model e contributing around US$5.7b and a market value near US$48.1b.
"Ford Motor is building a larger base of high margin software subscriptions, with about 1.6 million paid subscriptions across the group, blended ARPU of around US$14 per month and contribution margins above 50%, which can increase recurring revenue and support earnings resilience if subscriber numbers and ARPU continue to grow."
The real swing factor is whether one pressure on future EV program economics helps margins or quietly caps how far that resilience can go.
That pressure point is exactly where the story gets interesting, and the full narrative for Ford Motor explains how Ford Motor's EV spending, software economics, and capital demands might now be diverging.
DENSO (TSE:6902)
DENSO is a global auto parts supplier that builds key EV components including electric powertrain systems and heat pump based battery thermal management, alongside broader products like safety electronics and HVAC units. Revenue is diversified across Japan at about ¥4.5t, Asia around ¥2.0t, North America near ¥2.1t, and Europe roughly ¥0.8t, with a market cap close to ¥4.6t.
For EV focused investors, DENSO ties a large auto parts platform to highly specific products like EV heat pump air conditioning, battery cooling hardware, and high voltage powertrain units. That mix, plus a dividend near 4% and ongoing electrification alliances in India, means that much depends on what happens when one unseen pressure on EV component profitability shifts.
When that margin pressure finally bites, you will want the 3 key rewards and 1 important warning sign that unpacks where DENSO's EV upside and hidden fragilities could be converging.
Rivian Automotive (RIVN)
Rivian Automotive sits squarely inside the EV Stocks theme, with its R1T pickup, R1S SUV, and commercial vans giving you pure exposure to battery electric vehicles, while software, services, and charging infrastructure build extra layers around that core.
Rivian Automotive develops and sells electric pickups, SUVs, and delivery vans, with most of its US$4.0b revenue coming from the Automotive segment and about US$1.9b from Software and Services, and the business carries a market value near US$18.7b.
"The launch of the R2 platform represents a step-change improvement in Rivian's cost structure. Management has secured supplier contracts and component sourcing that reduce bill of materials by nearly 50% versus R1, significantly lowering per-unit costs. This operational overhaul is expected to improve gross margins and the path to profitability as scale is achieved."
What happens to Rivian Automotive's valuation will likely hinge on how one still unresolved pressure on future EV demand and pricing actually plays out.
If that pricing pressure really is the fulcrum, the full narrative for Rivian Automotive shows how Rivian Automotive's cost reset could be masking both risk and an accelerating upside story.
Seeking Alternatives Before Momentum Flies
Fresh ideas move first. By the time every headline catches on, early entries are often gone or dropping. Scan these curated lists while it still matters and get in early.
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Spot cash rich businesses that are not priced like it yet by running the 33 high quality undervalued stocks before that value gap gets fully caught by the crowd.
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Track dividend workhorses that aim to keep paying investors while others chase hype by reviewing the 8 dividend fortresses while yields remain under the radar for now.
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Zero in on resilient balance sheets built to withstand shocks by checking the list of solid balance sheet and fundamentals (25 results) before momentum chases quality and entry points tighten.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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