Auto OEMs

Makes electric vehicles, energy-storage systems, and autonomy software.

Market cap

$1.5T

Revenue CAGR proj.

13%

Operating margin

4.6%

Shareholder yield

-3.6%

Nasdaq · United States

Sells smartphones, connected devices, internet services, and now electric vehicles.

Market cap

$75B

Revenue CAGR proj.

13%

Operating margin

7.1%

Shareholder yield

-3.3%

Hong Kong Stock Exchange · China

A legacy automaker with trucks, commercial vehicles, and EV investments.

Market cap

$53B

Revenue CAGR proj.

0.3%

Operating margin

-0.3%

Shareholder yield

4.3%

NYSE · United States

The world's largest automaker by volume.

Market cap

$206B

Revenue CAGR proj.

4.0%

Operating margin

7.4%

Shareholder yield

3.8%

Tokyo Stock Exchange · Japan

A legacy automaker built around North American trucks, SUVs, and financing.

Market cap

$69B

Revenue CAGR proj.

1.6%

Operating margin

6.2%

Shareholder yield

16%

NYSE · United States

China's vertically integrated EV and battery champion.

Market cap

$110B

Revenue CAGR proj.

12%

Operating margin

4.2%

Shareholder yield

-3.8%

Hong Kong Stock Exchange · China

A luxury sports-car maker with extreme brand scarcity.

Market cap

$67B

Revenue CAGR proj.

6.5%

Operating margin

29%

Shareholder yield

2.1%

NYSE · Italy