Comparing XPEL and QuantumScape: Analyzing Auto Industry Stocks

Examining the financial performance, risk profiles, and market positioning of two leading auto/tires/trucks companies.

Published on Feb. 15, 2026

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QuantumScape (NYSE:QS) and XPEL (NASDAQ:XPEL) are both companies operating in the auto/tires/trucks industry, but which one is the better investment? This analysis compares the two firms across key metrics like earnings, risk, valuation, institutional ownership, profitability, dividends, and analyst recommendations to determine which stock is the superior choice for investors.

Why it matters

Investors looking to gain exposure to the dynamic auto industry have two very different options to consider in QuantumScape and XPEL. Understanding the relative strengths and weaknesses of these two companies can help inform investment decisions and provide insight into the competitive landscape of the auto sector.

The details

QuantumScape, a research and development stage company, is focused on developing solid-state lithium-metal batteries for electric vehicles. In contrast, XPEL is a provider of automotive surface protection films, headlight protection, and other coatings and accessories. The analysis finds that XPEL has higher revenue, earnings, and institutional ownership compared to QuantumScape. XPEL also has a lower beta, indicating less volatility than QuantumScape's stock. Additionally, XPEL is trading at a lower price-to-earnings ratio, making it the more affordable of the two stocks currently.

  • This analysis was published on February 15, 2026.

The players

QuantumScape Corporation

A research and development stage company focused on the development and commercialization of solid-state lithium-metal batteries for electric vehicles and other applications.

XPEL, Inc.

A provider of automotive surface and paint protection films, headlight protection, window films, ceramic coatings, and other accessories sold through independent installers, new car dealerships, and online channels.

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What’s next

Investors will likely want to monitor the ongoing developments and financial performance of both QuantumScape and XPEL to determine which company is better positioned for long-term growth in the auto industry.

The takeaway

This analysis highlights the distinct business models and financial profiles of QuantumScape and XPEL, providing investors with a comparative framework to assess the relative merits of these two auto industry players. While QuantumScape offers exposure to the emerging electric vehicle battery technology, XPEL's established position in automotive coatings and accessories makes it the more affordable and less volatile investment option currently.