How Do Tesla's 2021 Delivery Numbers Stack Up to Ford, GM, and Toyota?

Motley Fool2022-01-04

You couldn't script a more shock and awe way to start 2022 than the fifth-largest U.S. company by market cap, Tesla (NASDAQ:TSLA), surging 14% on Monday thanks to record-high Q4 and full-year 2021 ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

nagnivla
2022-01-04
nagnivla
[Miser]
Tanyl
2022-01-04
Tanyl
Must buy Tesla
Tanyl
2022-01-04
Tanyl
My F up only 4 percent
starry123
2022-01-04
starry123
I love tesla
SYFU
2022-01-04
SYFU
Ish the oh
Sydney1
2022-01-04
Sydney1
A company that could keep a promise. Like here please.

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2200401874?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2022-01-04 21:56","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2200401874","market":"us","top_or_hot":-1,"title":"How Do Tesla's 2021 Delivery Numbers Stack Up to Ford, GM, and Toyota?","media":"Motley Fool","content":"<div>\n<p>You couldn't script a more shock and awe way to start 2022 than the fifth-largest U.S. company by market cap, Tesla (NASDAQ:TSLA), surging 14% on Monday thanks to record-high Q4 and full-year 2021 ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/04/how-do-teslas-2021-delivery-numbers-stack-up-to-fo/\">Source Link</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Do Tesla's 2021 Delivery Numbers Stack Up to Ford, GM, and Toyota?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Do Tesla's 2021 Delivery Numbers Stack Up to Ford, GM, and Toyota?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-04 21:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/04/how-do-teslas-2021-delivery-numbers-stack-up-to-fo/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You couldn't script a more shock and awe way to start 2022 than the fifth-largest U.S. company by market cap, Tesla (NASDAQ:TSLA), surging 14% on Monday thanks to record-high Q4 and full-year 2021 ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/04/how-do-teslas-2021-delivery-numbers-stack-up-to-fo/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLA","symbol_name":"特斯拉","start_time":0,"source_url":"https://www.fool.com/investing/2022/01/04/how-do-teslas-2021-delivery-numbers-stack-up-to-fo/","article_id":"2200401874","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2200401874","pubTimestamp":1641304597,"columns":[],"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Tesla delivers a record number of EVs, but it pales in comparison to legacy automakers.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSLA":"特斯拉","BK4561":"索罗斯持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","F":"福特汽车","BK4548":"巴美列捷福持仓","BK4559":"巴菲特持仓","BK4551":"寇图资本持仓","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","TM":"丰田汽车","BK4566":"资本集团","BK4099":"汽车制造商","GM":"通用汽车"},"translate_title":"特斯拉2021年的交付数量如何与福特、通用和丰田相提并论？","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"F":1,"GM":1,"TSLA":1,"TM":0.6},"content_text":"You couldn't script a more shock and awe way to start 2022 than the fifth-largest U.S. company by market cap, Tesla (NASDAQ:TSLA), surging 14% on Monday thanks to record-high Q4 and full-year 2021 production numbers.Let's compare how Tesla's production numbers stack up to legacy automakers like Ford (NYSE:F), General Motors (NYSE:GM), and Toyota Motor (NYSE:TM) and determine if Tesla is a good stock to buy now.Tesla is growing, but it's still a smaller playerThe data isn't out yet for every automaker, but we do know that Ford delivered 1.73 million vehicles from January to November 2021, GM delivered 1.78 million vehicles in the U.S. alone in the first nine months of 2021, and Toyota delivered a staggering 7.99 million vehicles from January to October 2021. It's worth noting that Toyota, which has done a better job navigating the global chip shortage than GM, delivered 1.86 million vehicles in the U.S. in the first nine months of 2021 and is on track to dethrone GM as the largest automaker by sales in the U.S. for full-year 2021.Tesla's record delivery numbers are incredible considering they represent an 87% increase from 2020. Tesla has yet to disclose its delivery numbers by region, but investors will be able to glean more information on Tesla's 2021 performance and deliveries during its next earnings call. Until then, it wouldn't be unreasonable to assume that Tesla could become the best-selling automaker in the U.S. within the next five years or so.This optimistic attitude toward the future of Tesla is one of the main reasons why the electric car stock is worth nearly three times more than Ford, GM, and Toyota combined. Yet there's a good argument why buying a basket of stocks consisting of equal parts Ford, GM, and Toyota is a better strategy for investors than going all-in on Tesla.Shifting gearsFord and GM are investing heavily in EVs. Recognizing the challenging battle they've been waging with European and Asian automakers, both companies see EVs as a way to generate growth from a less competitive playing field. A headstart combined with desired products could give both companies what they need to become relevant players in the EV market.Ford plans to generate 40% of its 2030 revenue from EVs by building massive EV production facilities as well as its batteries in-house. On Tuesday, Ford announced it was doubling its F-150 Lightning electric pickup truck production to 150,000 vehicles per year in response to a reservation count that is quickly approaching 200,000. Ford had to stop taking reservations for the Lightning in December due to better-than-expected demand.GM has announced it will launch 30 new EV models globally by 2025, generate $90 billion in annual EV revenue by 2030 and roughly $280 million in total revenue, and have an operating margin of 12% to 14% by 2030. GM recently began deliveries of its Hummer EV pickup truck and BrightDrop EV600 commercial vehicle and has plenty of highly anticipated announcements coming up in the months ahead.Although Toyota announced a $13.6 billion plan to develop its own battery supply chain and produce EVs, it remains a truly entrenched yet dominant internal combustion engine-focused (ICE-focused) legacy automaker that is in a different category than Ford or GM. However, what Toyota does provide in a basket of EV stocks is a solid bet that the industry-leading ICE automaker will play a role in the transition toward EVs. Toyota is arguably the most efficient and diversified legacy automaker in the business and is a good value with a price to earnings (P/E) ratio of less than 20.The tip of the icebergThe EV industry seems like it's moving fast. But EVs only make up 3% of new car sales in the first half of 2021 in the U.S. and 13% in both Europe and China between January and October 2021. Battery electric and plug-in hybrids made up 7.2% of new car sales globally in the first half of 2021.Investment by legacy automakers is just one of the many ways that show that Tesla and other pure-play EV companies like Lucid Group and Rivian Automotive are just the tip of the EV stock iceberg.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9001709153,"gmtCreate":1641310328587,"gmtModify":1676533596408,"author":{"id":"3582289747807398","authorId":"3582289747807398","name":"nagnivla","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3582289747807398","authorIdStr":"3582289747807398"},"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001709153","repostId":2200401874,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9001459366,"gmtCreate":1641307042694,"gmtModify":1676533595490,"author":{"id":"4087109808120260","authorId":"4087109808120260","name":"Tanyl","avatar":"https://static.tigerbbs.com/174329973340cf0f5b68791ee5b08afd","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"4087109808120260","authorIdStr":"4087109808120260"},"htmlText":"Must buy Tesla","listText":"Must buy Tesla","text":"Must buy Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001459366","repostId":2200401874,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9001450421,"gmtCreate":1641307026016,"gmtModify":1676533595474,"author":{"id":"4087109808120260","authorId":"4087109808120260","name":"Tanyl","avatar":"https://static.tigerbbs.com/174329973340cf0f5b68791ee5b08afd","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"4087109808120260","authorIdStr":"4087109808120260"},"htmlText":"My F up only 4 percent","listText":"My F up only 4 percent","text":"My F up only 4 percent","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001450421","repostId":2200401874,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9001427102,"gmtCreate":1641306904742,"gmtModify":1676533595443,"author":{"id":"3574823700698255","authorId":"3574823700698255","name":"starry123","avatar":"https://static.tigerbbs.com/87d54ddf9f429d363c691c937e6c97a4","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":1,"idStr":"3574823700698255","authorIdStr":"3574823700698255"},"htmlText":"I love tesla","listText":"I love tesla","text":"I love tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001427102","repostId":2200401874,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9001425859,"gmtCreate":1641306730118,"gmtModify":1676533595405,"author":{"id":"3574550472976902","authorId":"3574550472976902","name":"SYFU","avatar":"https://static.tigerbbs.com/7e9e3d2d44a5d4d299cb39a2cdbcbae1","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3574550472976902","authorIdStr":"3574550472976902"},"htmlText":"Ish the oh&nbsp;","listText":"Ish the oh&nbsp;","text":"Ish the oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001425859","repostId":2200401874,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9001420211,"gmtCreate":1641305279463,"gmtModify":1676533595242,"author":{"id":"4095064899384030","authorId":"4095064899384030","name":"Sydney1","avatar":"https://static.tigerbbs.com/8e1b09b0e83ffac7d9336038c06b6a91","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"4095064899384030","authorIdStr":"4095064899384030"},"htmlText":"A company that could keep a promise. Like here please.&nbsp;","listText":"A company that could keep a promise. Like here please.&nbsp;","text":"A company that could keep a promise. Like here please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001420211","repostId":2200401874,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":93,"commentSize":7,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2200401874"}