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>Show me where Toyota has casting machines anywhere near the scale of what Tesla is using in Model Y, or board design, or AI chips, or even things like buying e

>Show me where Toyota has casting machines anywhere near the scale of what Tesla is using in Model Y, or board design, or AI chips, or even things like buying experience. Toyota has 10s of millions of happy customers, and has car after car after car on top 10 lists, every year. From everything I've read, the Tesla service experience is horrible. >Tesla has the lowest depreciation Source for this? Or do you believe they are appreciating, too? >Tesla has the best margins You know this stuff is dead simple to look up, right? Toyota has profit and operating margins higher than Tesla. So, no, they aren't "the best".

zaroth 6y ago
I didn't say Toyota didn't have happy customers. Tesla's Model 3 received the top customer satisfaction score in each of the four age ranges in Consumer Reports survey of 420,000 drivers. [1] A Tesla Model 3 after 3/5 years has a residual value of 77.47%/58.96%/45.35%(est), versus for example a BMW 3 Series after 3/5/7 years with a residual of 61.56%/41.71%/34.15%. [2, 3] And the apt comparison for margins is gross margins not operating margins. Operating Margins will be higher for a stagnant company conversing cash versus a rapidly growing company. Gross margins show you how much they are earning per unit sale, regardless of how much of their profit they are re-investing in future growth. Tesla automotive gross margins in Q3 were 27.7% versus Toyota gross margins of 18.1%. [4, 5] [1] - https://www.thestreet.com/tesla/news/tesla-tops-consumer-reports-owner-satisfaction-survey https://www.thestreet.com/tesla/news/tesla-tops-consumer-rep... [2, 3] - https://caredge.com/tesla/model-3/depreciation https://caredge.com/tesla/model-3/depreciation https://caredge.com/bmw/3-series/depreciation https://caredge.com/bmw/3-series/depreciation [4, 5] - https://tesla-cdn.thron.com/static/4E7BR9_TSLA_Q3_2020_Update_P0Q85U.pdf https://tesla-cdn.thron.com/static/4E7BR9_TSLA_Q3_2020_Updat... https://finbox.com/NYSE:TM/explorer/gp_margin https://finbox.com/NYSE:TM/explorer/gp_margin

zaroth 6y ago

I didn't say Toyota didn't have happy customers. Tesla's Model 3 received the top customer satisfaction score in each of the four age ranges in Consumer Reports survey of 420,000 drivers. [1] A Tesla Model 3 after 3/5 years has a residual value of 77.47%/58.96%/45.35%(est), versus for example a BMW 3 Series after 3/5/7 years with a residual of 61.56%/41.71%/34.15%. [2, 3] And the apt comparison for margins is gross margins not operating margins. Operating Margins will be higher for a stagnant company conversing cash versus a rapidly growing company. Gross margins show you how much they are earning per unit sale, regardless of how much of their profit they are re-investing in future growth. Tesla automotive gross margins in Q3 were 27.7% versus Toyota gross margins of 18.1%. [4, 5] [1] - https://www.thestreet.com/tesla/news/tesla-tops-consumer-reports-owner-satisfaction-survey https://www.thestreet.com/tesla/news/tesla-tops-consumer-rep... [2, 3] - https://caredge.com/tesla/model-3/depreciation https://caredge.com/tesla/model-3/depreciation https://caredge.com/bmw/3-series/depreciation https://caredge.com/bmw/3-series/depreciation [4, 5] - https://tesla-cdn.thron.com/static/4E7BR9_TSLA_Q3_2020_Update_P0Q85U.pdf https://tesla-cdn.thron.com/static/4E7BR9_TSLA_Q3_2020_Updat... https://finbox.com/NYSE:TM/explorer/gp_margin https://finbox.com/NYSE:TM/explorer/gp_margin