Investor Presentaiton
EV Charging is 21st Century Infrastructure
•
EV charging bears striking similarities with
other 21st century infrastructure classes, like
cell towers and data centers
Market Cap of Cell Towers
5 Years Ago: $87bn
Today: $206bn
•
These similarities include:
SBA >>
$31bn
Rapid growth underpinned by a huge
TAM
CAGR:
$87bn
19%
•
Attractive unit level return on invested
capital
CC
CROWN
CASTLE
AMERICAN TOWER"
$103bn
$73bn
•
Recurring revenue streams
Importance of site selection
Market Cap of Data Centers
•
Use of data & technology
5 Years Ago: $31bn
Today: $127bn
•
Corporate & commercial clients
•
A reflection of investor demand for these
assets is evidenced by the market
capitalization of the cell tower and data
center sectors: ~$330bn
C CORESITE
$6bn
CyrusOne
$8bn
QTS switch
$5bn $4bn
$31bn
CAGR:
32%
DIGITAL REALTY
EQUINIX
$60bn
$41bn
EV Charging is 21st Century Infrastructure and
is Poised to Grow Rapidly with the Broader EV
market
Source: FactSet as of 3/24/21.
EVgo
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