SUPPLY CHAINS TO ADMIRE // 2022
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Automotive
For 2022, Subaru places in the Winner’s Circle for the automotive sector. Audi and BWI won in prior years. 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 giving the industry a chance to rebound in the growing economy. Over the decade, margins were consistent at 6% while inventory level performance decreased by 15%.
Table 18. Automotive Sector Evaluation for the Period
INDUSTRY: Automotive
COMPANY INFORMATION
IMPROVEMENT
PERFORMANCE
VALUE
RETURN ON INVESTED CAPITAL
GROWTH (Year Over Year Revenue)
2021 REVENUE
SUPPLY CHAIN INDEX
INVENTORY TURNS
OPERATING MARGIN
PRICE TO BOOK
MARKET CAPITALIZATION
NAME
2012 - 2021
Bayerische Motoren Werke AG
$131,616
9
3.3%
6.09
9.60%
8.1%
1.17
64,115
BYD - Build Your Dream
$33,476
17
17.1%
4.58
5.18%
2.6%
3.40
28,204
Daimler AG
$158,420
17
1.4%
4.86
6.91%
5.8%
1.21
77,154
Ferrari NV
$5,053
1
6.5%
3.02
19.98%
14.1% 15.35
18,496
Ford Motor Co
$136,341
7
0.3%
13.31
7.10%
3.7%
1.80
51,894
General Motors Co
$127,004
7
-1.4%
10.66
3.82%
6.1%
1.37
56,321
Honda Motor Co Ltd
$124,241
5
2.1%
7.42
4.88%
4.1%
0.86
55,859
Isuzu Motors Ltd
$18,000
9
1.2%
6.77
7.83%
9.8%
1.38
9,824
Mazda Motor Corp
$27,187
9
0.2%
6.56
3.27%
3.8%
1.12
8,665
Mitsubishi Motors Corp
$13,730
20
-3.3%
8.18
2.87%
1.3%
1.02
5,763
Nissan Motor Co Ltd
$74,169
17
-2.7%
7.37
3.88%
2.6%
0.79
32,856
Renault SA
$54,678
6
-0.2%
8.25
3.96%
1.9%
0.48
15,958
Stellantis
$176,790
2
20.8%
7.76
5.36%
6.3%
0.65
19,350
Subaru
$26,698
12
4.2%
6.91
9.47%
14.7% 1.96
21,293
Suzuki Motor Corp
$29,981
14
0.2%
7.57
6.79%
6.5%
0.58
8,367
Tata Motors Ltd
$33,367
16
2.8%
5.49
-0.75%
3.2%
2.21
18,251
Tesla Inc
$53,823
3
91.2%
4.21
-12.79%
-13.4% 23.22
207,092
Toyota Motor Corp
$256,722
3
1.7%
10.13
7.66%
5.0%
1.18
192,621
Volkswagen AG
$296,030
12
3.3%
4.84
5.07%
4.8%
0.82
100,827
Yamaha Motors
$3,515
14
-2.0%
2.85
8.16%
7.1%
1.13
3,831
MEAN WITH OUTLIERS
$89,042
7.3%
6.84
5.41%
4.9%
3.09
49,837
MEAN WITHOUT OUTLIERS
1.0%
6.84
5.61%
5.9%
1.28
33,168
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