EV Stocks With Real Supply Chain Exposure Retail Investors Should Watch

Simply Wall St.

Jun 27

Electric vehicle headlines are noisy right now, with Rivian warning that companies sticking with fossil fuel priorities may fall behind, while major automakers have written off over $70b in EV ...

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For investors, that mix of caution and long term ambition can create mispricing, both on the upside and downside. This article looks at three stocks from an EV focused screener that are directly exposed to these news catalysts, each with potential positive angles, to help you assess whether current sentiment lines up with each company’s actual exposure to EV demand, partnerships and product risk. AdvertisementRenishaw (LSE:RSW) Overview: Renishaw is a UK based engineering and scientific technology company that supplies precision measurement systems, motion control equipment, medical devices and additive manufacturing tools used in factories, labs and hospitals around the world. Operations: Renishaw generates revenue across multiple regions, with around £201.8m from China, £155.0m from the USA, £116.8m from EMEA (excluding Germany and the UK), £103.7m from APAC (excluding China and Japan), and smaller but meaningful contributions from Japan, Germany, the UK and the rest of the Americas. Market Cap: £3.62b Renishaw provides exposure to the EV supply chain without relying on any single carmaker, because its metrology, encoder and 3D printing systems are built into the production and quality control of batteries, motors and powertrain parts. Management has highlighted that EV investments are already pulling through demand for products like Equator gauges and REVO CMM systems. However, the stock carries a high P/E and recent earnings declined, with net margins at 10.1% and funding coming entirely from higher risk borrowing. Combined with an inexperienced management team and loss making medical segments, Renishaw appears to be a quality business with EV exposure, but with a valuation and risk profile that may merit closer scrutiny. Renishaw’s EV exposure and premium P/E hint at a story the market may be only half pricing in, so it is worth lining up that quality label against the analysis report for Renishaw LSE:RSW P/E Ratio as at Jun 2026 Altium (ASX:ALU) Overview: Altium develops software that engineers use to design printed circuit boards, the core electronics inside products like EVs, industrial systems and medical devices, and delivers those tools through both traditional licenses and a cloud platform so teams can work together in real time. Operations: Altium generates about US$221.9m from its Design Software segment and US$60.4m from its Cloud Platform, with revenue concentrated in the Americas at US$161.0m, followed by EMEA at US$84.4m, China at US$20.0m and the rest of Asia Pacific at US$16.8m. Market Cap: A$9.0b Altium gives you exposure to the electronics “picks and shovels” behind EVs, where every extra sensor, power module or control unit needs a PCB designed and managed across mechanical and electrical teams. The company combines fundamentals such as a 24.7% net margin and 22.1% return on equity with expectations for around 20% annual earnings growth. However, its high P/E and reliance on non cash earnings and external borrowing mean the pricing of that growth deserves closer inspection. The recent Onshape integration also ties Altium deeper into cloud based product development for automotive and EV customers, at a time when hardware makers are reassessing which platforms they rely on most. Altium’s high P/E and strong margins suggest the market may not fully be pricing how its cloud platform ties into EV electronics growth, so compare that story with the analyst forecasts for Altium ASX:ALU P/E Ratio as at Jun 2026 Vishay Intertechnology (VSH) Overview: Vishay Intertechnology is a US based manufacturer of core electronic building blocks, supplying power semiconductors and passive components like resistors, capacitors, inductors and sensors that sit inside automotive, industrial, computing, telecom and medical hardware, including EV powertrains and battery systems. Operations: Vishay Intertechnology generates its revenue across six product lines, led by Resistors at US$783.6m, MOSFETs at US$662.3m, Diodes at US$615.5m, Capacitors at US$534.9m, Inductors at US$372.5m and Optoelectronic Components at US$224.3m. Market Cap: US$8.2b Vishay Intertechnology sits right in the electronics “plumbing” of EVs, with power MOSFETs, rectifiers, optocouplers and high voltage inductors designed for battery management, onboard chargers and 800 V platforms. Recent product launches show a steady push into automotive grade components as carmakers reassess long term EV technology partners. At the same time, investors may weigh this EV exposure and expectations for earnings growth against heavy multiyear capacity spending, funding that leans on external borrowing and a history of thin margins and volatile earnings. For investors tracking how EV demand, e mobility trends and capacity expansion plans may influence Vishay Intertechnology’s cash flows and valuation over time, there is more to consider beneath the headline growth narrative. Vishay Intertechnology’s push into automotive grade EV components could be masking a very different risk reward profile than its past margins suggest, so line that story up against the 2 key rewards and 1 important warning sign NYSE:VSH Earnings & Revenue Growth as at Jun 2026 The three EV exposed stocks here are just a starting point, with the full screener surfacing 23 more companies with equally compelling narratives in the Electric Vehicle (EV) Industry screener. Use Simply Wall St to identify, filter and analyze the specific catalysts and narratives that matter to you so you can focus on the opportunities in the EV space that best match your own high conviction ideas. Take Control of Your Investment Journey  If Altium or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.\n            Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.\n            Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.\n            By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.\n         Seeking Alternatives Before Everyone Else? Fresh ideas move first, and the stocks with real breakout potential rarely stay under the radar for long before momentum builds and the crowd catches on, act now.  Spot companies building real moats with resilient earnings and strong balance sheets by scanning the curated list of solid balance sheet and fundamentals (18 results) before the crowd catches on. Ride structural trends in computing, AI and defense by zeroing in on curated 30 quantum computing stocks while expectations are still resetting and pricing is in flux. Target companies where cash flow supports both growth and income potential by reviewing the hand picked 4 dividend fortresses while yields remain compelling.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        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\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}