Automobile Manufacturers


I always look at economics of the business
A bird in the hand is worth 2 in the bush and the question is how sure are you there are 2 in the bush and how long you have to wait to get them out
1. How many birds are in the bush?
2. When you gonna get them out?
3. How sure are you?
If interest rates are 15% roughly you've got 2 birds out of bush in 5 years equal to bird in the hand but if interest rates are 3% and you can get 2 birds out in 20 years it still makes sense to give up the bird in the hand because it's all gets back to discounting an interest rate. Often you don't know not only how many birds in the bush but in the case of internet companies there were not any birds in the bush but they still take the bird that you give them from the hand
Loop through all the subindustries and try to understand how many birds are in the bush from the perspective of economics of the business

Revenue

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP grow per year to compare with Revenue Change
1. Toyota Motor Corporation TM119,656106,030107,443128,965163,637172,749179,083202,864262,394208,995202,901229,503225,502234,327249,4840.1328,403,11827,597,19329,379,51030,225,68129,929,992
2. Honda Motor Co., Ltd HMC57,45552,17055,25367,12878,35180,67684,33894,310119,801100,97191,854107,98596,446104,906114,998014,601,15113,999,20015,361,14615,888,61714,931,009
3. Nissan Motor Co., Ltd NSANY56,3883449,11046,58856,90570,08780,15280,58488,717108,40585,09380,485106,006114,173102,268101,79294,825011,720,04111,951,16911,574,2479,878,866
4. Subaru Corporation FUJHY12,54810,58010,22511,41713,62013,47012,56812,65815,69214,58215,29619,09818,40920,31623,38423,99103,325,9923,405,2213,160,5143,344,109
5. Tata Motors Limited TTM3,1674,4335,4107,6929,12614,25120,60727,66432,71534,66439,0292,648,9292,705,1132,656,4952,882,9512,993,6622,594,251
6. Volkswagen AG VWAGY85,32398,708118,864126,477114,222140,304160,602159,914153,120170,227208,704256,104274,102247,878233,728188,267198,993203,492215,420
7. Daimler AG DDAIF152,446136,072156,838171,870192,319177,365200,088145,152133,446113,114129,719138,214150,712162,567157,158162,323153,261164,330167,362172,745
8. Ford Motor Company F170,064162,412162,586164,196171,652176,896160,123172,455146,277236,616257,908272,528268,504293,834288,154149,558141,547145,663160,338155,900
9. General Motors Company GM180,557175,353184,214182,005190,812190,215207,349181,122148,979104,589135,592150,276152,256155,427155,929152,356166,380145,588147,049137,237
10. BYD Company Limited BYDDY8,2218,92380,009103,470105,915130,055127,739
11. Fiat Chrysler Automobiles N.V FCAU56,34953,24660,37263,42366,10155,11768,40385,47082,65171,80647,60977,266110,453119,359116,279110,595111,018110,934110,412108,187
12. Tesla, Inc TSLA14.741121172044132,0143,1984,0467,00011,75921,46124,578
13. Thor Industries, Inc THO8948271,2451,5712,1882,5583,0662,8562,6411,5222,2772,7563,0853,2423,5254,0074,5827,2478,3297,8658,168
14. NIO Limited NIO004,9517,825
15. Ferrari N.V RACE3,2183,3432,8543,1053,4173,4203,767
16. Winnebago Industries, Inc WGO7436828288451,1149928648706042124494965828039459779751,5472,0171,9862,356
17. Li Auto Inc LI0284
18. Electrameccanica Vehicles Corp SOLO000.110.780.78
19. Carroll Shelby International, Inc CSBI1.270.62.33
20. CVF Technologies Corporation CNVT1712.355.928.77.960.461.511.98


Revenue Growth

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP growth per year to compare with Revenue Change
1. Toyota Motor Corporation TM0.890.891.011.21.271.061.041.131.290.80.971.130.981.041.060216915919.480.971.061.030.99
2. Honda Motor Co., Ltd HMC0.910.911.061.211.171.031.051.121.270.840.911.180.891.091.1027373736407.950.961.11.030.94
3. Nissan Motor Co., Ltd NSANY1.451.452538.2601435.20.951.221.231.141.011.11.220.780.951.321.080.910.930INF1.020.970.85
4. Subaru Corporation FUJHY0.840.840.971.121.190.990.931.011.240.931.051.250.961.11.151.030INF1.020.931.06
5. Tata Motors Limited TTM1.41.41.221.421.191.561.451.341.181.061.1367.871.020.981.091.040.87
6. Volkswagen AG VWAGY1.161.161.21.060.91.231.1410.961.111.231.231.070.90.940.811.061.021.06
7. Daimler AG DDAIF0.890.891.151.11.120.921.130.730.920.851.151.071.091.080.971.030.941.071.021.03
8. Ford Motor Company F0.960.9611.011.051.030.911.080.851.621.091.060.991.090.980.520.951.031.10.97
9. General Motors Company GM0.970.971.050.991.0511.090.870.820.71.31.111.011.0210.981.090.881.010.93
10. BYD Company Limited BYDDY1.091.098.971.291.021.230.98
11. Fiat Chrysler Automobiles N.V FCAU0.940.941.131.051.040.831.241.250.970.870.661.621.431.080.970.951110.98
12. Tesla, Inc TSLA7.597.591.041.752.024.871.591.271.731.681.831.15
13. Thor Industries, Inc THO0.920.921.511.261.391.171.20.930.920.581.51.211.121.051.091.141.141.581.150.941.04
14. NIO Limited NIONANNANINF1.58
15. Ferrari N.V RACE1.041.040.851.091.111.1
16. Winnebago Industries, Inc WGO0.920.921.211.021.320.890.871.010.690.352.131.11.171.381.181.0311.591.30.981.19
17. Li Auto Inc LIINFINF
18. Electrameccanica Vehicles Corp SOLONANNANINF7.121
19. Carroll Shelby International, Inc CSBI0.470.473.88
20. CVF Technologies Corporation CNVT0.730.730.481.470.910.063.311.31