Electric vehicles (VE) are expanding worldwide. The future is almost certainly electrified automotive industry and the intense transition from internal combustion engines to electric vehicles is opening investment opportunities not only in traditional car manufacturers, but also in charging infrastructure companies, battery companies and suppliers of all sizes, among many others.

QuantumScape (NASDAQ: QS) i Ferrari (NYSE: RACE) they are quite unique in their own way, and through the evolution of electric vehicles could provide investors with considerable long-term returns.

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Investors probably throw around the term “game changer” too often, but the batteries being developed by QuantumScape could be just that. QuantumScape is a leader in solid-state lithium-metal battery technology that promises investors and consumers faster charging, longer range, improved safety and lower costs, essentially the holy grail of electric vehicle batteries.

While the stock will remain highly speculative and volatile in the short term, the company is in an exciting transition for long-term investors. QuantumScape, in early 2026, is transitioning from a research-focused company to generating initial revenue, which could only reduce risk and attract more institutional investment.

In fact, during QuantumScape’s third quarter, the company began shipping B1 samples of its QSE-5 cell, a key milestone for its full-year vision, and through its new Cobra production process, the company has taken a major step toward commercial volume production.

Another reason to be optimistic about QuantumScape in the long term is its joint venture with PowerCo, Volkswagen Groupbattery entity of. The partnership will give PowerCo the license to mass-produce QuantumScape’s battery technology for approximately 1 million vehicles annually, in exchange for royalty payments.

When investors and consumers think of Ferrari, many probably think of the company’s gas-guzzling supercars that are often found tearing up the circuit. While that’s fair, investors should also keep in mind that Ferrari is also an undercover EV powerhouse, it’s just doing its strategy a little differently than traditional automakers today.

Instead of plunging into all-electric vehicles like many mainstream automakers did, and keep in mind that many of those automakers are making costly decisions to back out of those plans, Ferrari took a small step forward and invested in hybrids. So far, this decision has been successful; hybrids accounted for 43% of Ferrari’s shipments in the third quarter of 2025.

The big news for Ferrari investors is that demand and pricing power for Ferrari vehicles is so high that the company doesn’t face the profitability issues that electric vehicles have for many automakers. In fact, if you look at Ferrari’s impressive operating margins over time, you can see that the metric is steadily increasing, emphasizing the company’s enduring competitive advantages.

QuantumScape and Ferrari offer investors two very different angles to invest in the future of global electric vehicle markets. QuantumScape could be the first company to mass-produce solid-state batteries, which would be a game-changer for the electric vehicle industry and set investors up for a massive long-term return, but that comes with considerable uncertainty and risk.

Meanwhile, Ferrari offers investors a much more stable way to dive into the electric vehicle industry, as its shipments will still remain balanced between highly profitable internal combustion engine supercars and its new line of hybrids, before launching its first all-electric vehicle in the near term.

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Daniel Miller holds positions at Ford Motor Company and General Motors. The Motley Fool recommends Ferrari, General Motors and Volkswagen Ag. The Motley Fool has one disclosure policy.

2 Electric Vehicle Stocks That Could Make You Rich… Slowly was originally published by The Motley Fool