Heard on the Street: BYD Draws Level With Tesla—Except on the Stock Market

BYD’s stock fell 6% in Hong Kong on Wednesday, its largest decline since August. Detailed fourth-quarter results released in its annual report late Tuesday didn’t quite hit the mark. Step back, though, and the most striking thing about the stock is its modest valuation compared with that of Tesla—a company BYD increasingly resembles in scale and ambition.

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