Both companies' managements understand that EVs are the future of the auto industry, but the investment proposition at these two companies differs significantly.
Joby's business model offers substantially more upside potential than its chief rival's model, and its progress toward certification may make it a less risky buy.
The company is being priced as a low-growth dividend play, but UPS actually has an opportunity to increase profitability significantly in the coming years.
The company's plans to aggressively ramp up production are based on the assumption that its unsupervised full self-driving solutions will become a reality.