Supply Chains to Admire 2023

INDUSTRY: Auto Parts

COMPANY INFORMATION

IMPROVEMENT

PERFORMANCE

VALUE

GROWTH (Year Over Year Revenue)

RETURN ON INVESTED CAPITAL

2021 REVENUE

SUPPLY CHAIN INDEX

INVENTORY TURNS

OPERATING MARGIN

PRICE TO BOOK

MARKET CAPITALIZATION

NAME

Time Period of 2012 - 2021

Advance Auto Parts Aisin Seiki Co Ltd

$ 10,997.99 $ 33,259.68

19 19 30

6.8% 2.7% 2.0% 9.1% 0.3% 8.4% 2.9% 0.0%

1.28

8.05% 5.24%

14.1%

4.08 0.64 5.82 6.92 2.45 2.41 2.60 2.45 1.58 2.50 2.84 1.33 3.77 3.28 3.31 3.42 1.10 1.93 0.59 1.18 2.79 0.85 1.79 2.46 1.89 0.65 0.39

10,399 7,148 5,071

11.09

4.7%

Allison Transmission Holdings Inc American Axle & Manufacturing

2,402.00 $

6.50

26.77%

11.0%

$ 5,156.60 $ 8,230.00

2 7 1

13.14

7.53% 8.37%

6.3% 8.8%

1,337 7,130 9,834

Autoliv Inc

9.52

BorgWarner Inc

14,838.00 $

10.33

11.65%

10.4%

Commercial Vehicle Group

$

971.58

13 34 29 32

8.08 7.66

3.98% 9.29% 3.62% 6.20%

3.6% 9.4% 1.5% 8.7% 8.6% 5.8%

211

Continental AG

$ 39,950.31 $ 2,330.19 $ 8,945.00 $ 29,453.00 $ 46,569.27 $ 1,345.25

35,438

Cooper-Standard Holdings Inc

-1.5% 2.6% 7.7% 2.7% 10.3% 12.8%

16.93

1,040 2,892

Dana Inc

7.22 4.36 7.77 2.44 4.16 5.05 6.33 6.12 9.02 6.62

Danaher Corp Denso Corp

9

17.82%

85,475 39,939

32 28 15 18

6.18%

Dorman Products Inc Douglas Dynamics

16.68% 15.26% 26.75% 10.25%

17.6%

2,310

$

541.45

5.6%

720

Gentex Corp Gentherm Inc

$ 1,731.17 $ 1,046.15 $ 7,564.82

5.6%

18.3% 11.7%

5,812 1,458 2,993

7

12.0% 3.2% -2.5%

Hella KGaA Hueck & Co

17

5.87% 7.31% 3.99% 9.66% 9.58%

9.4% 6.4% 3.7%

Johnson Controls

23,668.00 $

5

30,932

JTEKT Corp

$ 11,756.50 $ 6,663.41 $ 13,088.50 $ 1,226.71 $ 36,242.00 $ 3,833.00

35 23 16 22 10 24 27

0.9% 3.2%

2,581 4,918

Koito Manufacturing Co Ltd

10.26

11.1%

LKQ Corp

15.4%

2.75 2.83

8.4% 6.3%

10,214

Mabuchi Motor Co Ltd Magan International

2.4% 2.8%

12.74%

1,804

10.11

6.25% 6.21%

14.2% 33.2%

18,235

Meritor Inc

-0.5% 13.1%

7.71 2.62 9.53 2.97 1.44 8.89

1,415

Motorcar Parts of America Nexteer Automotive Group Ltd NGK Spark Plug Co Ltd O'Reilly Automotive PT Astra International Tbk Stanley Electric Co Ltd

$

540.78

10.91%

1.3%

397

$ 3,358.73 $ 4,033.14 $ 13,327.56 $ 16,255.34

6

5.1% 2.8% 8.7% 0.1% 1.8%

7.64%

11.7%

1,180 1,512

19 11

13.29% 18.87% 10.01% 10.38%

8.2%

31.5%

47.10

25,471 18,988

3

9.2% 7.4% 6.2% 9.8% 5.0% 7.1%

2.19 0.85 5.28 2.10 0.35 2.44 4.82

3,393.23 $

24 12 26

10.17

2,671 2,320 3,810 1,176 9,759 3,337

Tenneco Inc

$ 18,035.00 $ 4,132.90 $ 6,806.06 $ 20,424.05 $ 2,773.00

10.7% -0.9% 1.5% 3.4% -3.3%

8.70 3.25

4.56%

The Timken Co

11.62%

Toyoda Gosei Co Ltd

3

10.64

4.91% 5.57% 4.65%

Valeo SA

31 13

9.72

Visteon Corp

12.66

17.2%

MEAN WITH OUTLIERS MEAN WITHOUT OUTLIERS

$ 11,568.30

4.4% 4.4%

7.37 7.37

9.93% 9.93%

10.1%

3.72 2.44

10,284

8.7%

7,107

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