Analyzing the Trends in Tesla’s Valuation Multiples in Q1
Tesla is still a growth company, unlike other legacy auto companies, which have proven track records spanning decades.
Automotive
Everything you need to know about stock and business developments in the automotive sector.
Analyzing Tesla’s Revenue Beat in Q4 2018
In the fourth quarter, Tesla delivered 90,966 car units to customers with a huge 203.6 YoY increase.
Amazon Is Trying New Cost-Cutting Approach
Amazon (AMZN) recently began using robots to deliver packages to customers in parts of Seattle on an experimental basis.
3 Things Elon Musk Said Today That You Might Have Missed
Early this morning, before the market opened, Musk revealed that TSLA is reducing its full-time workforce by 7%.
Why Tesla Stock Fell More than 8% on January 18
At 6:46 AM EST on January 18, Tesla (TSLA) shares fell 8.4% in the pre-market session from the previous day’s closing.
‘If I Was Elon Musk, That Would Really Bother Me’: Paul Tudor Jones
In the fourth quarter, Tesla (TSLA) is proving to be one of those exceptional stocks that have seen stellar gains despite the broader market sell-off.
Did AutoZone Resume Its Promotional Strategy in Q1 2019?
AutoZone’s performance is mainly divided into two business segments: DIY (do it yourself), or Retail, and DIFM (do it for me), or Commercial.
How NIO’s Battery Swap Option Compares to Tesla’s Superchargers
NIO vehicle buyers have several options to charge their electric vehicles (or EVs) including Power Swap, Power Mobile, Power Home, and using China’s nationwide EV charging network.
Is Ferrari’s Growth in China Enough to Please Investors?
In the third quarter, Ferrari (RACE) reported net revenue of 838 million euros, or ~$956 million.
Is GM’s Dropping Global Market Share a Concern?
In the third quarter, General Motors’ (GM) global market share fell to 8.6% from 10.0% in the third quarter of 2017.
Here’s How GM Managed to End Its Negative Revenue Trend in Q3
In the third quarter, General Motors’ (GM) revenue stood at $35.8 billion, an increase of about 6.4% from $33.6 billion in revenue in the third quarter of 2017.
What Helped Fiat Chrysler Expand Its Profit Margin in Q3 2018?
A couple of years quarters ago, FCAU had a bad reputation for having the lowest profit margins among legacy automakers (FXD).
How Ferrari’s Valuation Looks before Its Q2 2018 Earnings Event
On July 25, Ferrari’s (RACE) forward EV-to-EBITDA multiple was 19.0x.
Tesla’s Quest to Become an Electric Vehicle Leader in China
Tesla’s stock price posted a high of $327.33 in early trade on July 10. The stock price settled at $322.47 with 1.2% gains for the session.
Vehicle Sales in China: May Was Strong
According to the China Association of Automobile Manufacturers, vehicle sales in China were 2.29 million units in May, a 9.6% rise YoY.
Analyzing Delta Air Lines’ Free Cash Flow
Considering the data in the past five years, Delta Air Lines (DAL) has been generating a strong FCF. Delta Air Lines’ five-year average FCF is $3.08 billion.
Comparing the Auto Industry’s Valuation Multiples
Valuation multiples are often used by investors to compare auto companies similar in size or business nature.
A Look at Toyota’s Fiscal 2018 Revenue from North America
Toyota Motor’s (TM) vehicle sales in North America fell 1.1% YoY (year-over-year) to 2.8 million units in fiscal 2018.
What Factors Boosted Toyota’s Fiscal 2018 Revenue?
In 2017, Toyota Motor (TM) was the third-largest automaker by volume in the world after Renault-Nissan Alliance and Volkswagen (VLKAY).
A Look at General Motors’ Debt Levels
At the end of 4Q17, General Motors’ debt-to-equity ratio was 2.7x.
Comparing Auto Industry Valuation Multiples
In the auto sector, valuation multiples are used by investors to compare companies that are similar in size or business.
Ford Reported 11th Consecutive Month of F-Series Sales Gains
In March 2018, Ford Motor Company’s (F) F-Series truck US sales totaled 87,000 units, reflecting a sales rise of ~7% on a YoY (year-over-year) basis.
Most Analysts Recommend a ‘Hold’ on Harley-Davidson in March 2018
Harley-Davidson (HOG) maintained the highest US market share in the heavyweight motorcycle sector. Its stock underperformed other auto stocks in 2017 and lost ~12.8%.
Analyzing Toyota’s Recent Financial Performance
In its fiscal 3Q18 (which ended December 31, 2018), Toyota’s adjusted earnings rose 97.4% year-over-year to ~315 JPY (or Japanese yen).
How Ford’s Key Brands Performed in China in February 2018
In 4Q17, Ford Motor Company’s (F) Asia-Pacific region’s revenue rose 11% YoY (year-over-year).
How Foreign Automakers’ Stock Has Fared in March 2018
According to Autodata, US auto sales fell 2.4% year-over-year in February.
A Closer Look at GM’s US Sales by Brand in February 2018
In 2017, General Motors’ (GM) Chevrolet brand’s retail sales fell 1.0% YoY (year-over-year). Chevrolet’s total US sales also fell 1.5% YoY in the year.
Why AutoZone’s Profit Margin Failed to Impress in Fiscal 2Q18
AutoZone’s 2Q18 earnings Previously, we looked at how AutoZone’s (AZO) key business segments fared in 2Q18. The company’s focus on improving parts availability and the in-store experience continued to drive growth. AZO’s commercial and online retail business traffic grew during the quarter. Let’s find out how these factors affected AutoZone’s profitability in 2Q18. Profit margin in 2Q18 […]
Analyzing AutoZone’s Segment-Wise Performance in 2Q18
AutoZone’s business segments AutoZone’s (AZO) results are divided into two business segments: the DIY (Do-it-yourself) segment and the Commercial or DIFM (Do-it-for-me) segment. The DIY segment, which targets retail customers, yields wider margins than DIFM. Let’s take a look how these business segments performed in 2Q18 and AutoZone’s other key growth priorities. DIY segment in 2Q18 AutoZone’s […]
Fiat Chrysler’s European Sales Rose in January 2018
In January 2018, Fiat Chrysler Automobiles’ (FCAU) total European sales reached ~85,000 vehicle units.
Comparing China and US Vehicle Sales in January 2018
In January 2018, total US auto sales rose about 1.0% YoY to 1.15 million vehicle units, reflecting a slower growth rate than China.
Why Couldn’t Ford Perform Well in Europe in 4Q17?
The company’s revenues from its largest market rose, but it couldn’t manage to post a stronger profitability from the region in the fourth quarter last year.
Fiat Chrysler Stock Began 2018 with a Bang after a Solid 2017
Last week, Fiat Chrysler stock (FCAU) continued to soar and posted solid weekly gains of 7.4%.
Why Toyota’s US Sales Continued to Drop in December 2017
In December 2017, Toyota Motor (TM), the largest Japanese automaker, reported an 8.3% year-over-year (or YoY) decrease in its US sales volume to 222,985 units.
Commodities that Pulled Down CSX’s Carload Traffic in Week 52
Rail giant CSX (CSX) reported double-digit carload traffic loss in the 52nd week of 2017. The company’s carload traffic slumped 15.7% that week.
Analyzing General Motors’ Falling Revenues in 2017
In the third quarter of 2017, General Motors’ revenues stood at $33.6 billion, demonstrating a massive drop of 13.5% compared to $38.9 billion in 3Q17.
A Look at GM’s Stock Performance
In this part of our focus on the top 18 cheap S&P 500 stocks, we’ll discuss another six stocks: General Motors (GM), Ford Motor (F), Owens-Illinois (OI), The Goodyear Tire & Rubber Company (GT), Navient (NAVI), and Brighthouse Financial (BHF).
Albemarle Launches New Granite Technology
On December 19, 2017, Albemarle (ALB) announced the launch of its new Granite technology.
Key Factors Impacted Ford’s Profit Margins
In 1Q17, Ford reported a gross profit margin of 10.3%. It reflected weakness compared to the gross margin of 14.1% in the same quarter the previous year.
Tracing Sony’s Return to Its Aibo Robot Dog Business
Sony’s original Aibo sold for between $600 and over $2,000. The new Aibo starts at $1,700, a price that puts the product in the range of competitors.
How Toyota’s Profit Margins Trended in Fiscal 2Q18
In fiscal 2Q18, Toyota reported a flat operating margin of 7.3% compared to 7.3% in the same quarter the previous year.
Key Support and Resistance in Tesla Stock after Its 3Q17 Results
The majority of analysts are suggesting a “hold” on Tesla at the moment.
Japanese Yen Is Expected to Depreciate More
Since the Japanese election results, the Japanese yen has depreciated. The Bank of Japan is expected to continue the accommodative policy.
Bank of Japan Thinks the Inflation Target Can Be Achieved by 2019
For Japan’s economy, the main struggle has been the low level of inflation. Japan’s inflation has been low for the past three decades.
What Do Analysts Recommend for Honda Motor in October 2017?
According to analysts’ consensus data, 41% of analysts covering Honda Motor Company (HMC) gave it a “buy” recommendation on October 11.
Why Many Analysts Aren’t Positive on Ford in October 2017
According to data compiled by Reuters as of October 11, 25% of analysts covering Ford (F) stock have given it a “buy” recommendation.
How Did China’s Auto Sales Trend in August?
China’s automobile industry is the second-largest steel consumer after the real estate sector.
Why BlackBerry Is Eyeing the Internet-of-Things Space
The Internet-of-Things (or IoT) market is expected to reach $4 trillion in value by the end of 2025, according to McKinsey & Company.
Why Is AMD Stock So Volatile?
In the previous part of the series, we saw that analysts revised their fiscal 2017 revenue growth estimates for Advanced Micro Devices (AMD), NVIDIA (NVDA), and Intel (INTC) in the past few months.
Why Rising Japanese Inflation Isn’t Good Enough for Bank of Japan
The BOJ’s (Bank of Japan’s) qualitative and quantitative easing (or QQE) programs and a negative interest rate are helping to slowly revive Japanese inflation.