Marina Lyubimova
⬤ Tesla ($TSLA) just crushed the competition in the Q3 2025 Battery StorageTech Bankability Ratings, landing one of only two AAA ratings in the entire industry alongside Sungrow. The company's Altman Z-score sits at the top among the 15 leading firms, proving its rock-solid financial health and manufacturing muscle in the energy storage game.
⬤ What's driving Tesla's bankability dominance? Three years of consistently strong liquidity, smart leverage management, and solid profitability trends. The company's playing the smart game too—as a system integrator buying cells and focusing on ESS assembly rather than producing cells themselves, Tesla's riding the industry wave perfectly. The numbers tell the story: energy storage revenue is exploding, jumping from under 1% of ESS revenue in 2020 to a projected 8% in 2025.
⬤ Tesla's got serious clout in both utility-scale projects and behind-the-meter storage, putting the company in prime position to grab growth in hot emerging markets like the Middle East, Latin America, and Australia. With massive capacity projects ramping up in 2026, Tesla's leadership in these sectors means it's locked in to dominate as global demand keeps climbing.
Marina Lyubimova
