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OCBJ INSIDER

Irvine’s Acorns Grow expects to be valued at around $2.2B when it completes its reverse merger with SPAC Pioneer Merger Corp. (Nasdaq: PACX) and goes public later this year. See Peter J. Brennan’s front-page interview with Acorns CEO Noah Kerner for more on the fast-growing fintech’s plans to further introduce micro-investing to the masses.

The ambitious $2.2B figure is nearly a tripling of Acorns’ reported valuation from just two years ago, but it’s far from the only closely watched OC company plotting such a quick rise in valuation upon going public, and it’s also not close to being the largest up-and-comer based here doing so.


Reports late last month from Bloomberg indicate that electric vehicle maker Rivian is seeking a staggering $70B valuation in its potential IPO later this year, an offering that would be underwritten by blue-chippers Goldman Sachs, JPMorgan Chase and Morgan Stanley.


Earlier reports just a few months ago pegged a $50B valuation for Rivian post-IPO. A funding deal near the start of 2021 for the Ford, Amazon and T. Rowe Price-backed company valued it around $25B. In early 2020, an $8B figure was commonly cited.


Reaching the early 2021 valuation of $25B would make Rivian OC’s fourth largest public company, trailing Skyworks Solutions Inc. (Nasdaq: SWKS). The mid-range $50B value would place it second, topping Chipotle Mexican Grill (NYSE: CMG). Were it to reach that sky-high $70B value, it would nearly equal the combined market caps of current No. 1 Edwards Lifesciences (NYSE: EW) and No. 4 Masimo (Nasdaq: MASI).

 
Not bad for an automaker whose first products for consumers, an electric-powered pickup truck and SUV, have yet to hit the market.


Another way of looking at Rivian’s charged-up expectations: Ford Motor Co. (NYSE: F), the third most valuable car company based in the U.S., is currently worth about $64B. Tesla (NYSE: TSLA) is No. 1 with a $550B market cap.

With tens of billions at stake, no wonder that Rivian founder and CEO RJ Scaringe has reportedly decamped from his Irvine-area home to a spot close to the company’s manufacturing plant in Normal, Ill., to help get the company’s first consumer products to market as soon as possible.

Deliveries of its first electric-powered trucks, the R1T, were previously expected to start this month. That date was recently pushed back to July. The R1Ts will start around $67.5K.  


Deliveries of Rivian’s R1S sport utility vehicles are still scheduled to start this fall. They’ll cost about $77,500.


It would require Rivian to sell about a million of its SUVs and trucks to approach the $70B mark in revenue for the company, not factoring in sales of its electric-powered delivery vans to financial partner Amazon and potentially others down the road.

 
Tesla sold about 500,000 cars last year, up nearly 36% year-over-year.

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Mark Mueller
Mark Mueller
Mark is the former Editor-in-Chief and current Community Editor of the Orange County Business Journal, one of the premier regional business newspapers in the country. He’s the fifth person to hold the editor’s position in the paper’s long history. He oversees a staff of about 15 people. The OCBJ is considered a must-read for area business executives. The print edition of the paper is the primary source of local news for most of the Business Journal’s subscribers, which includes most of OC’s major corporate and community players. Mark’s been with the paper since 2005, and long served as the real estate reporter for the paper, breaking hundreds of commercial and residential real estate stories. He took on the editor’s position in 2018.
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