Supply Chains to Admire 2025 - v1.0

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SUPPLY CHAINS TO ADMIRE | 2025

Table 19. Automotive Parts Sector Evaluation for the Period 2015-2024

INDUSTRY: Auto Parts

COMPANY INFORMATION

IMPROVEMENT

PERFORMANCE

VALUE

MARKET CAPITALIZIATION PER EMPLOYEE

PRICE TO BOOK

RETURN ON CAPITAL EMPLOYED

GROWTH (Year Over Year Revenue)

SUPPLY CHAIN FUNDAMENTAL SCORE

INVENTORY TURNS

OPERATING MARGIN

SUPPLY CHAIN INDEX

2024 REVENUE

NAME

2015 - 2024

Advance Auto Parts

$ 9,094

5

33

-0.6%

1.27

4.9%

9.2%

3.11 135,646

Aisin Seiki Co Ltd

$ 34,023

3

25

2.2%

9.46

4.4%

7.5%

0.84 82,683

Allison Transmission Holdings Inc

$ 3,225

4

8

5.2%

6.64

29.0%

17.6%

6.26 1,676,319

American Axle & Manufacturing

$ 6,125

3

13

7.1%

13.14

6.7%

5.0%

2.06 65,302

Autoliv Inc

$ 10,390

5

4

1.6%

8.80

8.2%

15.2%

2.93 114,552

BorgWarner Inc

$ 14,086

4

11

5.6%

8.97

10.7%

12.0%

1.66 226,286

Commercial Vehicle Group

$ 723

4

5

0.1%

7.14

3.8%

9.0%

1.95 25,951

Continental AG

$ 42,990

4

13

0.0%

6.52

6.2%

10.6%

1.66 118,451

Cooper-Standard Holdings Inc

$ 2,731

3

23

-1.2%

17.07

2.3%

1.5%

1.25 30,259

Dana Inc

$ 10,284

3

27

5.3%

6.41

5.1%

7.7%

2.04 78,994

Danaher Corp

$ 23,875

4

10

6.9%

4.14

19.9%

7.4%

3.09 1,672,161

Denso Corp

$ 49,512

4

28

2.1%

6.64

5.8%

7.6%

1.28 217,161

Dorman Products Inc

$ 2,009

5

18

10.6%

2.20

14.6%

20.1%

3.31 989,705

Douglas Dynamics

$ 569

3

29

7.2%

3.94

12.7%

10.3%

3.41 496,458

Gentex Corp

$ 2,313

5

25

5.6%

4.45

25.2%

22.3%

3.29 1,222,919

Gentherm Inc

$ 1,456

3

31

6.4%

5.52

9.6%

13.3%

3.13 139,695

Hella KGaA Hueck & Co

$ 8,686

2

22

6.0%

5.45

5.3%

10.4%

1.67 260,996

Johnson Controls

$ 22,952

3

3

-2.2%

7.02

8.8%

5.0%

2.16 339,318

JTEKT Corp

$ 13,108

4

32

0.6%

6.49

3.8%

7.0%

0.73 52,634

Koito Manufacturing Co Ltd

$ 6,585

4

15

1.2%

9.62

9.1%

15.9%

0.88 125,698

LKQ Corp

$ 14,355

5

16

8.2%

2.73

9.5%

12.1%

2.38 256,524

Mabuchi Motor Co Ltd

$ 1,297

6

20

1.3%

2.41

12.6%

7.2%

0.44 46,275

Magan International

$ 42,836

2

16

2.7%

9.21

5.9%

14.2%

1.63 108,747

Motorcar Parts of America

$ 718

4

23

11.0%

2.25

7.9%

10.3%

1.37 115,224

Nexteer Automotive Group Ltd

$ 4,276

3

21

4.1%

12.15

6.2%

11.8%

2.02 221,487

NGK Spark Plug Co Ltd

$ 4,258

4

30

2.7%

2.54

14.9%

11.7%

0.88 189,731

O'Reilly Automotive

$ 16,708

6

12

8.8%

1.52

19.9%

45.9%

44.96 464,015

PT Astra International Tbk

$ 20,850

4

5

3.6%

7.66

11.1%

15.6%

1.87 101,891

Stanley Electric Co Ltd

$ 3,274

6

2

0.1%

9.34

9.5%

10.1%

0.51 80,331

The Timken Co

$ 4,573

5

5

4.5%

3.02

12.4%

12.3%

2.23 250,443

Toyoda Gosei Co Ltd

$ 7,423

4

9

0.9%

9.74

4.7%

7.8%

0.20 10,238

Valeo SA

$ 23,262

4

18

3.6%

8.43

4.7%

8.7%

2.01 92,305

Visteon Corp

$ 3,866

4

1

5.0%

13.23

5.7%

10.9%

5.21 307,749

MEAN WITH OUTLIERS

$ 12,498

4

3.8%

6.82

9.7%

11.9%

3.41 312,611

MEAN WITHOUT OUTLIERS

3.8%

6.82

9.7%

10.9%

2.11 147,967

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