Autos & EV
16 large-cap companies along a 4-stage value chain, researched and connected to their suppliers and customers. rejo measures this industry in: deliveries, ASP, EV mix, inventory days, incentives, tariffs.
The value chain
1
Materials & batteries
- No covered company at this stage
2
Components
- Aptiv
3
OEMs
- Tesla
- Toyota Motor
- BYD
- General Motors
- Ferrari
- Ford Motor
4
Dealers & finance
- O'Reilly Automotive
- Carvana
- AutoZone
Largest covered companies
| Tesla | TSLA | OEMs |
| Toyota Motor | TM | OEMs |
| BYD | BYDDY | OEMs |
| General Motors | GM | OEMs |
| O'Reilly Automotive | ORLY | Dealers & finance |
| Ferrari | RACE | OEMs |
| Carvana | CVNA | Dealers & finance |
| Ford Motor | F | OEMs |
| AutoZone | AZO | Dealers & finance |
| Honda Motor | HMC | OEMs |
| Mercedes-Benz | MBGYY | OEMs |
| Volkswagen | VWAGY | OEMs |
What rejo does for autos & ev investors
- A desk, brief and idea engine scoped to autos & ev and organised by its value chain.
- The Transmission Desk: every print and supplier event in the industry, followed to the companies it reaches.
- Supply webs for each company, including private suppliers, and the suppliers the industry shares.
- Channel checks against consensus and prep sheets before each print.
- A KPI board in the industry's own measures: deliveries, ASP, EV mix, inventory days.