This video will compare the top 10 car companies by market cap from 2001 to 2021. Enjoy, and be sure to like and leave a comment! Dataources: Companies annual reports, Companiesmarketcap.com, Wikipedia
@@christianmoore7109 yeah but the issue is they have to do it with few customers so it's tough.. vw has Lamborghini and Bugatti and Tesla still way bigger in terms of market cap. People hate on it and I can see why but market cap is very important for certain reasons so it matters
Tesla could be the largest company in the world within a couple years if they hold a monopoly in full self driving and Tesla Energy takes off... both outcomes are quite likely
@@brandonkoolhaas7367 Tesla has awful driver assistance tech and is basically dead last in the race for actual full self driving and it's energy approach has been a disaster. What the fuck are you talking about?
Honda should focus on Honda civic, Honda Accord, and motorcycles. They're excellent exactly where they are. Great motorcycles and they're the only ones that compete with Toyota at least in their relative segments. Honda is interesting because they compete with Toyota yet also compete with Kawasaki and Suzuki, and they do it pretty well. They're good at what they do. I don't think they're meant to compete with Tesla
Nice! Would love to see a bubble chart of this with x- market cap, y-earnings, bsize - units manufactured or sold and then animate over the years (gapminder style).
I always felt a little pissed off once my economics lecturer would mention that "people are always rational". Those guys have a weird definition of "rationality".
@@christianmoore7109 I agree that there is no alternative but I think bitcoin or NFTs prove that the fundamentals do not play the single determining role we all hope they would. Rather there are behavioural factors strongly impacting the market leaving to overcorrections and bluntly wrong estimations. And what's the point of knowing a stock is worthless when you also know that a lot of people think it has some value you will not short it.
@@castyorcer He also calculated how much people value their lives. It was the amount of money the contract soldiers were paid to go to the war times the probability of dying in the war :facepalm:
In 2020, Toyota (not including subsids Daihatsu & Hino) sold about 16 times as many vehicles as Tesla. But the markets _willed_ Tesla's value to about 3.8 times Toyota's. How this trend will proceed depends a lot on the success or failure of Toyota's solid state battery.
It’s only market cap. Toyota and Volkswagen are still the industry giants with the largest market shares. Tesla is very much just a speculative company. And it seems like a “snob” good manufacturer . So it’s main competitors are not Toyota or Volkswagen, but Ferrari, BMW and Rolls-Royce.
@@dashund365 Oh boy, I can't agree with you. The niche brands may retain their little niches. It's the big boys that are going to wake up to find that Tesla (& BYD & other Asian brands) have eaten their lunch - sooner than we think! There's only one type of car whose global growth is swelling now, and they aren't made by Toyota or General Motors. Europe will be the first market to be clearly and starkly disrupted. (China's exploding EV sales aren't really a 'disruption', since most sales are going to first-time car buyers.) V.W. _may_ have a chance to get on board, if they speed up their adaptation; but Toyota is looking pretty dead in the water. May their battery pan out, and soon.
2 года назад
@@dashund365 the thing is Tesla is obviously ready for autonomy and electric, and the others will have to adpat all their old factories. They are kind of stuck in this mass production, investor are afraid they will fail to adapt themselves. There is no doubt it will be a great challenge for them. How to switch entirely your production when you have to keep tour current production rate very high because profit on each car you sold is low, because unlike Tesla you don't own a lot of the technologies ? Tesla is like Apple. Selling cars is good. But selling cars AND a service is gold. And soon or later you will see that the "apple store of Tesla" will be bringing billions of profit.
@@Number__00 The remark you replied to is pretty out of date. I haven't even thought about s.s.bats for many, many months. Thing is: There is _so_ much r&d going on in batteries these days, so many announcements of the latest "revolution-that-will-change-everything." At this point I barely pay attention _until_ a viable car company actually _implements_ something new. Imho if it's still at the lab & proof-of-concept stage, it don't mean a thing - yet.
@@Number__00 Too bad there is not enough raw materials to sustain large scale EV battery production. Hence it is nothing but illusion in the long term. Not to mention the environmental impact from mining those rare earth metals + recycling them is troubling.
This is the second of these I've seen. It's pretty cool, but I do wish events relevant to the topic would appear above the date. For those not in the know, it would give context to the shifts.
Even as an America I have to admit I like the Japanese cars better. I own two Suzukis that lasted forever practically. It was cheaper for me to fix my Honda than to fix a Cadillac. I never understood why it's more expensive to fix American car in the United States.
Probably because most U.S. mechanics like Japanese cars because they're easier to handle and fix. So they all get trained on Japanese cars first, and charge less for fixing them. They then leave the more difficult American cars as an afterthought or challenge (and charge more for fixing those as a result).
Okay well you neglect to mention that the only cars USA produces are better than Japanese cars. USA doesn't actually produce any cars that compete with Japanese cars. There currently is no USA version of a Corolla. I think Japans car quality is actually lacking compared to what it once was back before all the regualtions also. I drive Japanese car right now and it's a nice car, but I'm unimpressed in key ways the Japanese should've advanced in 20 years ago let alone today. So Japan other than Tesla makes the best economy cars in the world I agree, but everything they make USA doesn't compete with except the SUVs and trucks and I think American SUVs and trucks are better actually. Japan doesn't compete with the Ford mustang either. So you're saying Japan has better cars than USA but USA doesn't make cars 😂 there is no competition happening because Japan dominates commuter cars but USA dominates in SUVs and trucks. You cannot get an f250 f350 f450 f550 from Japan. And Japan's tundra doesn't beat f150 and Japan has a lot of competition with their tundra because they have to complete with Ford, Chevy and GMC. All of which have naturally aspirated v8s among other engine configurations in their trucks, when Japanese tundra is very limited. Japan does well with the Tacoma but is also a competitive segment in USA also especially in about the last 5 years when you can get Duramax Colorado, Ford Maverick, Ford ranger, ECT
Irrelevant. In 2019 the market realised that legacy ICE were done for. Some might survive through consolidation, but they are the horse and carts of the early 1900’s.
@@Mojo16011973 Ice vehicles aren't done for. Also all the consolidation that's happened has put all the vehicles in those particular segments into maximum hyperdrive. The Ford mustang, Toyota Corolla, f250, they've literally never been better. Ice and electric will both dominate side by side. One will never fully replace the other
Hmm... Considering Tesla produces 1/10th as many cars as Toyota and is somehow worth more than LITERALLY EVERY SINGLE CAR COMPANY ON EARTH COMBINED I think it is safe to say Tesla might be *slightly* overvalued.
Let me tell you why Tesla is actually undervalued 😂 and btw I don't even want an electric car. A vast multitude of key reasons is why Tesla is worth more than every other manufacturer combined eventhough they produce 1/10th as many cars as Toyota. For one, Toyota only produces cars. Tesla will produce anything it wants. Tesla so is much younger company, clearly still on the beggining half of it's lifespan bellcurve. It's the only company in the world so far with advanced self driving capabilities currently under development. They also have all the best engineers and material scientist on earth. So let's just say electric cars end up not being the future, Tesla is in position to be able to pivot better than anyone else in short order. They also have clearly the most reliable customer base including stock ownership as evident by market capitalization. They're also based in USA when everyone else except Ford ECT are based in usa. Europe has a habit of world wars which makes extreme long term security less reliable. There's a vast multitude of reasons why. Tesla even after the split could still 10x it's stock price and be undervalued if they continue on their growth rate and keep offering newer better and cooler products to the masses. Right now they are the largest car manufacturer by market capitalization and they have yet to even produce a car the average American can even afford unless they buy used, but most Americans are confident the company will continue advancements in key areas so they buy shares without worrying. Esspecially now Tesla stock price been headed down but the company data indicates they should only keep improving so stock price is likely to reverse at some point sometime. So Tesla might appear as very overvalued but if they can get over their fear of trying new things then they can actually still be seen as significantly undervalued. If they actually release any long term products that people below the average usa income can actually afford they'll only become significantly more valuable
It's only over valued if you don't understand it. Tesla will become the largest company on the plant by market cap (trillions of dollars) within the next decade, you'll see. It's understandable to think it's a short term bubble though.
Except for that massive surge in market cap for Volkswagen from 2007 to 2009, this was a remarkably stable market. Toyota and Honda remained at the top, with everyone else vying for #3 and places below. Then something weird happened in 2019, when Tesla surged way ahead, despite the fact that Tesla as of 2021 only sold 936,000 vehicles. Compare that to Toyota, which sold roughly 10,495,000 vehicles around the world in 2021. That's close to 12x what Tesla sold. Ummmm...there is a MASSIVE disconnect here between the fundamentals and the market cap valuation of Tesla. It's crazy. Reminds me of the sudden market cap explosion of NTT (Japan's premier telecommunications company) in 1987. (Which I also saw on this channel.) NTT remained there for a few years, way, way ahead of everyone else. Then it collapsed in 1991 when the Tokyo Stock Exchange bubble burst. I fear the same for Tesla and similar companies.
I think the reason being that Tesla is growing (analysts average forecast for growth is 45% pa for the next 5 years) whereas a lot of other major car manufacturers are forecast single digit growth.
@@heinrichmirgrautsvordir6613 The value may be overblown but Tesla is more of an energy company then a car company. They have a lot of different products that will make them potentially valuable in the future.
Tesla could be the largest company in the world within a couple years if they hold a monopoly in full self driving and Tesla Energy takes off... both outcomes are quite likely
You’ve spammed this in another reply section, Tesla has a huge bubble, how would they be able to? The will of the financial markets are currently making Tesla extremely risky.
@@deanjordan6053 because they are currently leading, and they have more ambitious goals than what other companies have announced. They are also not just a car company, but a software, solar, and battery company, which naturally makes them more valuable.
@@deanjordan6053 They've grown at 56% year over year automotive growth since 2014 with no sign of stopping, that is why they are priced as they are and should be valued higher
Remember people, Market Cap is NOT number of cars sold. It is the value of the STOCK of the company. For example, Tesla stock is at 644.00 per share. Ford is at 13.00 per share. You multiply that number times the number of shares. Take a deep breath. I know many of you are looking to justify your purchase because you are fanboys, but that is NOT how the market works.
Sorry but that's just wrong and kind of sick. Volkswagen owns over 100 Factory around the world, they have their own city and bank, Toyota is on the same level, Tesla should not even be on the chart.
A company value is not just abouth the now, its also abouth the future. Everybody whos paying atention know tesla has value for its technology and r&d, like buying apple stock a few dacades ago.
Not really, just made it 2nd place. That doesn’t make tesla better than toyota in terms of cars. Tesla cars mostly just blow up at any moment, had a friend who died from a tesla incident.
