Global Automakers EV Scorecard
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- เผยแพร่เมื่อ 13 ต.ค. 2024
- Autoline has released their top global automakers report card for the 2023 sales year. I threw all of their numbers into a spreadsheet and then took John McElroy's advice literally, to judge for myself what the overall ranking should be based on, as I explain in this video comparing revenue, operating profit, unit sales, and more!
Video courtesy: Autoline:
• Autoline's 2024 Indust...
... and here's the link to my old JD Power video I mentioned:
• JD Power Refuses To Aw...
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Pretty sure if the customer says "All these features my old car didn't have ... that's complicated!", JD power scores that as a defect.
they also score , having old fashioned Physical switches vs LARGE main screen & Software Defined car. lol.
@@markplott4820The tachometer in my revivifiers’ Mercedes-Benz is the size of a softball. No Body looks at it😂
Most rating agencies give ratings based on if you advertise with them. Sounds pretty crooked!
JAMES - that was absolutely bloody brilliant - in SO many ways : thank you.
Supreme breakdown. So much spin created by intentional methodologies.
Regarding R&D: probably the best indicator would be ROI.
I think rewording R&D high spending is as wrong as giving points to the company spending less.
I wonder what the score would be using ROI instead of R&D spending
According to data presented by StockApps, Tesla spent the most at $2984 on R&D per car produced. That’s thrice the industry average of roughly $1,000 per car and higher than the collective R&D budgets of Ford, GM, and Chrysler per car.
Tesla ROIC is 20%, cf Toyota at 5.5% and VWG at 2.4%...
Cybertruck has ROI of only 3 mos .
let that sink in.
@@waynerussell6401 I like R&D per car more then R&D for sure! Maybe it’s still a bit tricky because it significantly varies depending on the number of cars sold! So the less you are scaled, the better you would score…not exactly what you would want to defend as an argument: the cost per car also declines and you would say it’s a positive indicator, so why R&D per car wouldn’t be?
Moreover, Tesla spends a lot of money in R&D not related to the car manufacturing (Bot,AI, solar…) so…
In the end I still think ROI it’s the best
“giving points” is the fly in the ointment. Adding subjective judgments to objective data introduces systematic (human) error.
James,
Tesla sales are direct to the customer while other makers sell to their dealers. This allows the mfg'rs space to fudge the numbers.
Revenues and operating profits should be measured against the long term debt of each company. In a market that is switching to EVs one would need to question as to how vulnerable the respective companies are to that shift. Tesla has little long term debt and makes nothing but EVs and is therefore financially and technologically well placed.
No, I will not view his video. You save me a lot of time here.
Dollars invested in R&D may provide returns several quarters, or years, in the future. My take is the Elon’s programs may take longer than Elon originally projects. But, over time; most do. Many people trash Tesla and Elon because of his perceived politics. I don’t like everything he says or does, but I do believe in his ability to create marketable technology. The relative wealth of my kids and grandkids depends on Tesla’s future success…
10:01) James, humans ‘perceive’ MORE R&D spending as a good thing- which is a frequently-correct perception for technology. Like all generalizations, it can be falsified❤
Like *ALL* generalizations?? 🧐
It's odd that there is no column for self driving capabilities. Well, there's 10 points for Tesla.
What about a column for safely? Again, 10 points for Tesla.
The more R&D the better, I was happy with your analysis so far but wow so off mark here. How do you propel innovation? R&D! How do you come up with “no part” that would be the best part? R&D!
What he is saying is that if you can produce the same or better product from R&D that cost less than you are that much further ahead. Just scoring better from spending more on research and development. Doesn’t mean you got a better outcome on that R&D.
You cannot make cabbage taste twice as good by paying the grocer twice their asking price.
Wow,Toyota is the best again,amazing!
Yes. Exactly like Nokia in 2007..
I dont know whats so difficult to understand about Tesla?Profits have collapst and Sales stagnated!Its a Desaster!
Tesla is a sinking ship!
@BrunoHeggli-zp3nl, I need inform you that Tesla-hating has been made an Olympic sport. I think you should apply to complete.
TSLA is a $9,000 stock - RON Bear-on .
This guy looks like hobo