United KingdomNov. 15, 2025 6:53 AM ETVertical Aerospace Ltd. (EVTL) StockJOBY, EVTLBashar Issa6.96K FollowersCommentsSummaryVertical Aerospace offers a cost-effective, outsourced manufacturing model for eVTOLs, positioning itself as a supplier rather than an air taxi operator.EVTL lags Joby in regulatory progress but leverages established aerospace suppliers, potentially accelerating future certification and reducing R&D costs.Despite significant market opportunity, EVTL trades at a modest $418 million valuation, far below JOBY's $13 billion, suggesting a valuation gap.While EVTL will need to raise capital, its differentiated strategy and lower capital intensity could help it catch up, as the eVTOL market matures.Chesky_W/iStock via Getty ImagesInvestment ThesisAt first glance, Vertical Aerospace (EVTL) and Joby Aviation (JOBY) look the same. They're building an electric take-off and landing aircraft, "eVTOL" with a comparable concept - a 4-seater + pilot aircraft with fixed wings and rotorsThis article was written byBashar Issa6.96K FollowersBashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments