Question
Describe the findings shown in the tables below. Also, based on the following data, make a comparison between the performance of Tesla (domestic company) and
Describe the findings shown in the tables below. Also, based on the following data, make a comparison between the performance of Tesla (domestic company) and Volkswagen within the same industry.
Volkswagen: Balance Sheet | ||||||
Breakdown | 12/31/2014 | 12/31/2015 | 12/31/2016 | 12/31/2017 | 12/31/2018 | 12/31/2019 |
Common Stock Price | $21.37 | $15.49 | $14.34 | $20.22 | $15.83 | $19,40 |
Dividend per share | $0.54 | $0.01 | $0.22 | $0.46 | $0.54 |
Tesla, Inc: Balance Sheet | ||||||
Breakdown | 12/31/2014 | 12/31/2015 | 12/31/2016 | 12/31/2017 | 12/31/2018 | 12/31/2019 |
Common Stock Price | $43.86 | $48.00 | $42.74 | $62.27 | $66.77 | $86.08 |
Dividend per share | No dividends | No dividends | No dividends | No dividends | No dividends |
Volkswagen: | |||||
Breakdown | 12/31/2015 | 12/31/2016 | 12/31/2017 | 12/31/2018 | 12/31/2019 |
Capital Gains Yield (CGY)=(P1-P0)/P0 | (15.49-21.37)/21.37= -0.275= -27.5% | (14.34-15.49)/15.49= -0.074= -7.4% | (20.22-14.34)/14.34= 0.41=41% | (15.83-20.22)/20.22= - 0.217= - 21.7% | (19.40-15.83)/15.83= 0.2255= 22.6% |
Dividend Yield (DY)=(D1/P0) | (0.54/21.37)x100= 2.53% | (0.01/15.49)x100= 0.065% | (0.22/14.34)x100= 1.53% | (0.46/20.22)x100= 2.27% | (0.54/15.83)x100= 3.41% |
Total Yield (TY)=CGY+DY | (-27.5% + 2.53%)= -24.97% | (-7.4% + 0.065%)= -7.34% | (41% + 1.53%)= 42.53% | (-21.7% + 2.27%)= - 19.43% | (22.6% +3.41%)= 26.01% |
Tesla: | |||||
Breakdown | 12/31/2015 | 12/31/2016 | 12/31/2017 | 12/31/2018 | 12/31/2019 |
Capital Gains Yield (CGY)=(P1-P0)/P0 | (48.00-43.86)/43.86= 0.094= 9.4% | (42.74-48.00)/48.00= -0.11= -11% | (62.27-42.74)/42.74= 0.4569= 45.7% | (66.77-62.27)/62.27= 0.072= 7.2% | (86.08-66.77)/66.77= 0.289= 28.9% |
Dividend Yield (DY)=(D1/P0) | 0% | 0% | 0% | 0% | 0% |
Total Yield (TY)=CGY+DY | 9.4% | -11% | 45.7% | 7.2% | 28.9% |
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