Global carmakers, read from their annual reports
What the market pays a carmaker, and what it costs to earn it
Two analyses of the same industry from two sides. The Value Map follows price and margin brand by brand over ten years. Carmaker Productivity looks inside the company: how many cars it builds per employee, how much operating profit it makes per employee, and who carries more people than its class can pay for.
Automotive Value Map 2016 → 2025
Revenue per vehicle against operating margin for 28 carmakers and brands over ten years, with volumes, the segment mix of sales and how each chief executive’s tenure compares with the segment.
85% → 74%mass-market share of the sample’s sales, 2016 to 2025, while Chinese challengers grew from 2% to 13% Open the Value Map →Carmaker Productivity 2021 → 2025
Cars and operating profit per employee for 41 carmakers, the norm of each class, four archetypes, who is cutting jobs and why, and four case studies from Volkswagen to Aston Martin.
5carmakers build well below the median output per employee of their class; only Volkswagen has announced cuts that would bring it close Open the report →How they fit together
The Value Map shows what customers pay for a brand and how much of it the company keeps. Carmaker Productivity shows how many people it takes to get there. A brand can look healthy on one and be in trouble on the other: JLR charges close to luxury prices per car, yet employs about twice as many people per car as its premium peers.
Both are built from company annual reports, results and announcements, with sources listed on every page. Classes differ slightly between the two, because the Value Map groups brands by positioning and the productivity report by realised price per vehicle.