31 SUPPLY CHAINS TO ADMIRE | 2023
31
Automotive In this period, Toyota succeeded in outperforming the automotive peer group. Subaru, the prior year's winner, beats the industry for performance and value but fails to drive sufficient progress on improvement to stay in the winner's circle. Audi and BWI won in prior years. North American-centric manufacturers continue to underperform the industry. With a religious vigor for lean manufacturing and plant automation, the automotive industry largely squandered the opportunities for digital consumer automation. The sector did poorly in the 2007 recession, allowing the industry to rebound in the growing economy. Over the decade, margins increased by 3%, and inventory performance declined by 18%.
Table 18. Automotive Sector Evaluation for the Period 2013-2022
INDUSTRY: Automotive
IMPROVE- MENT
COMPANY INFORMATION
PERFORMANCE
VALUE
RETURN ON INVESTED CAPITAL
2022 REVENUE (MS)
SUPPLY CHAIN INDEX
GROWTH (Year Over Year Revenue)
FUNDAMENTAL AVERAGE SCORE
INVENTORY TURNS
OPERATING MARGIN
PRICE TO BOOK
MARKET CAP
NAME
2013 - 2022
Bayerische Motoren Werke AG
$150,396
12
4.5%
6.06
9.5%
7.5%
9
1.08
63,626
BYD - Build Your Dream
$63,132
4
26.2%
4.50
6.0%
3.7%
8
3.69
34,643
Ferrari NV
$5,373
1
7.1%
2.89
20.8%
15.9%
7
17.01
22,404
Ford Motor Co
$158,057
6
2.1%
12.69
7.5%
3.1%
6
1.59
51,460
General Motors Co
$156,735
2
0.8%
10.58
4.7%
5.5%
6
1.29
57,161
Honda Motor Co Ltd
$129,630
11
2.8%
7.48
5.2%
4.2%
9
0.79
53,069
Isuzu Motors Ltd
$22,396
9
2.9%
6.44
7.9%
9.1%
9
1.29
9,715
Mazda Motor Corp
$27,795
9
0.9%
6.42
3.8%
5.2%
6
1.06
8,524
Mitsubishi Motors Corp
$18,162
14
-0.8%
7.96
2.9%
1.6%
6
1.28
6,947
Nissan Motor Co Ltd
$75,043
16
-4.2%
7.13
3.6%
2.3%
7
0.73
30,078
Renault SA
$48,924
8
-0.3%
8.01
4.3%
1.6%
NA
0.51
16,915
Stellantis
$189,397
2
18.5%
7.83
6.1%
8.1%
6
0.72
23,913
Subaru
$24,447
16
2.9%
6.81
9.5%
14.5%
9
1.88
21,502
Suzuki Motor Corp
$31,786
18
0.3%
7.54
6.8%
6.7%
10
1.35
17,294
Tesla Inc
$81,462
15
86.1%
4.54
-1.5%
-3.0%
5
21.10
245,602
Toyota Motor Corp
$279,517
4
1.9%
9.80
8.4%
5.5%
9
1.16
196,491
Volkswagen AG
$294,477
13
2.1%
4.74
5.1%
4.0%
8
0.76
98,636
Yamaha Motors
$3,636
7
-2.0%
2.77
9.1%
9.3%
8
0.99
3,160
MEAN WITH OUTLIERS
$97,798
8.4%
6.90
6.7%
5.8%
7.4
3.24
53,397
MEAN WITHOUT OUTLIERS
1.4%
6.90
6.7%
5.8%
7.0
1.26
32,440
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