Supply Chains to Admire 2023 - Report v4.0

33 SUPPLY CHAINS TO ADMIRE | 2023

33

Table 19. Automotive Parts Sector Evaluation for the Period 2013-2022 INDUSTRY: Auto Parts

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

Advance Auto Parts

$11,155

17

-0.4%

1.27

7.6%

12.8%

10

3.96

10,739

Aisin Seiki Co Ltd

$34,895

10

0.0%

10.50

5.0%

4.8%

9

0.70

7,882

Allison Transmission Holdings Inc

$2,769

7

3.7%

6.36

27.6%

11.4%

7

6.04

5,080

American Axle & Manufacturing

$5,802

4

9.0%

13.11

7.5%

3.0%

5

7.10

1,343

Autoliv Inc

$8,842

11

1.0%

9.20

8.3%

8.6%

9

2.60

7,332

BorgWarner Inc

$15,801

1

8.9%

9.81

11.4%

10.0%

9

2.28

9,949

Commercial Vehicle Group

$982

2

2.7%

7.87

3.7%

1.1%

5

2.41

210

Continental AG

$41,560

27

0.5%

7.28

8.1%

8.3%

8

2.30

34,290

Cooper-Standard Holdings Inc

$2,525

30

-0.8%

16.74

2.8%

-1.1%

6

1.56

990

Dana Inc

$10,156

31

4.4%

6.96

5.8%

7.1%

6

2.42

2,877

Danaher Corp

$31,471

2

7.0%

4.28

18.9%

8.6%

10

3.12

101,884

Denso Corp

$49,130

17

2.3%

7.39

6.3%

5.9%

9

1.34

40,967

Dorman Products Inc

$1,734

26

12.0%

2.35

15.8%

16.3%

8

3.64

2,435

Douglas Dynamics

$616

14

17.5%

4.18

14.9%

6.2%

8

3.44

771

Gentex Corp

$1,919

14

6.0%

4.92

26.5%

18.3%

9

3.39

6,182

Gentherm Inc

$1,205

29

8.5%

5.99

10.1%

11.2%

9

3.52

1,635

Hella KGaA Hueck & Co

$7,212

21

1.7%

5.93

5.6%

8.6%

8

1.68

4,632

Johnson Controls

$25,299

8

-1.8%

8.21

7.9%

6.2%

7

2.05

33,536

JTEKT Corp

$12,724

28

-0.3%

6.59

3.9%

3.7%

8

1.05

4,558

Koito Manufacturing Co Ltd

$6,776

21

2.4%

10.05

9.6%

11.0%

10

0.68

3,214

LKQ Corp

$12,794

21

12.6%

2.76

9.6%

8.8%

9

2.75

11,013

Mabuchi Motor Co Ltd

$1,202

33

1.4%

2.69

12.8%

7.0%

9

1.00

2,086

Magan International

$37,840

17

2.5%

9.83

6.2%

13.0%

9

1.82

18,674

Motorcar Parts of America

$650

31

14.0%

2.64

9.8%

4.4%

7

1.83

410

Nexteer Automotive Group Ltd

$3,840

13

6.5%

9.47

7.4%

12.0%

NA

1.89

2,506

NGK Spark Plug Co Ltd

$4,380

6

2.1%

2.84

13.9%

8.1%

9

0.85

2,995

O'Reilly Automotive

$14,410

8

8.9%

1.47

19.3%

36.0%

7

46.63

29,743

PT Astra International Tbk

$20,300

20

1.8%

8.62

10.3%

8.7%

9

2.30

20,423

Stanley Electric Co Ltd

$3,408

24

1.2%

9.78

10.0%

7.2%

10

0.34

1,201

The Timken Co

$4,497

25

3.5%

3.25

11.7%

8.9%

9

2.20

3,996

Toyoda Gosei Co Ltd

$7,395

12

1.7%

10.29

4.9%

5.1%

9

0.07

222

Valeo SA

$21,131

16

3.8%

9.20

5.3%

6.4%

NA

2.41

9,793

Visteon Corp

$3,756

4

2.7%

12.29

4.7%

18.0%

5

5.28

3,426

MEAN WITH OUTLIERS

12,369

8

4.4%

7.09

0.10

9.3%

3.78

11,727

MEAN WITHOUT OUTLIERS

4.4%

7.09

0.10

8.4%

2.44

7,876

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