Morningstar Advisor - August/September 2012 - (Page 35)

Sector Snapshot: Autos The data on this page represents auto companies covered by Morningstar analysts, including manufacturers, parts suppliers and retailers, and dealership groups. Industry Structure Moat Breakdown* % Breakdown S&P 500 Key Stats Aggregates Industry Map 39 $585,781 million 31878.001953 25840.001465 19802.000977 13764.000488 7726.000000 Number of Companies Total Market Cap Total Fair Value Total Revenue Valuation 6479.800293 5234.600220 1 2 3 7 8 11 15 6 9 45 Market Cap Large 13 Wide Moat Narrow Moat No Moat Stock Type Breakdown 2.6% 30.8% 66.7% 18.8% 53.4% 21.4% $756,655 million $4,078,452 million 10 12 14 Medium 3989.400146 2744.200073 1499.000000 1,100.47 % Breakdown S&P 500 High Yield Distressed Hard Asset Cyclical Slow Growth Classic Growth Aggressive Growth Speculative Growth Not Classified *Based on Morningstar analyst coverage. 0.0% 2.6% 0.0% 59.0% 0.0% 0.0% 0.0% 0.0% 38.5% 6.6% 1.8% 10.6% 44.0% 12.6% 1.4% 17.4% 2.6% 3.0% 1067.200027 Sector 1282.600037 S&P 500 Small Price/Fair Value P/E Price/Book Price/Sales Price/CF Dividend Yield % 636.400009 0.77 10.65 1.63 0.35 7.07 1.70 851.800018 421.000000 0.92 420 16.72 336 252 168 84 0 2.27 1.56 Undervalued 0 0.5 Price/Fair Value 1 Overvalued 1.5 2 10.42 2.19 Profitability and Financial Health Sector S&P 500 0.0 0.0 ROE % ROA % Net Margin % Debt/Capital % 18.02 5.45 4.14 42.13 15.38 6.23 9.63 35.18 Auto companies are plotted based on their market cap and price/fair value ratio. Companies with a price/fair value ratio of less than 1 are undervalued. Companies with a ratio of more than 1 are overvalued. Numbered plots show companies listed in the table below. 0.5 0.5 1.0 1.0 1.5 1.5 2.0 2.0 H R U S Autos Name/Ticker Market Cap ($mil) Revenue TTM ($mil) Price/ Sales Economic Moat Morningstar Rating Uncertainty Rating Growth Grade Profitability Grade Financial Health Grade Price/Fair Value Dividend Yield % Price/ Earnings 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Toyota Motor Corp ADR TM Honda Motor Co Ltd ADR HMC Daimler AG DDAIF Volkswagen AG VOW Bayerische Motoren Werke AG BMW Nissan Motor ADR NSANY Ford Motor Co F General Motors Co GM Johnson Controls Inc JCI Tata Motors, Ltd. ADR TTM Renault SA RNO Michelin ML Harley-Davidson Inc HOG Magna International Inc. Class A MG Delphi Automotive PLC DLPH Data as of June 30, 2012 126,957.40 61,764.81 49,836.52 43,836.80 43,490.98 39,321.47 35,835.69 30,643.78 18,392.62 225,817.52 96,580.53 141,266.73 219,637.04 92,268.25 106,236.86 135,595.00 151,841.00 42,134.00 0.54 0.63 0.35 0.21 0.48 0.36 0.29 0.21 0.45 0.48 0.20 0.46 1.94 0.32 0.67 Narrow None None None None None None None Narrow None None None Wide None None QQQQ High High C C C C C C B B C Z 0.0 0.0 V V X X X V C C C X C 0.5 0.5 0.76 X 1.0 0.59 1.03 1.5 35.59 23.58 2.0 QQQQ QQQQQ High High QQQQ QQQQ High 0.71 0.50 0.74 1.0 4.61 1.87 2.95 1.14 1.06 2.59 1.90 3.63 4.08 1.22 2.63 6.35 2.07 6.70 10.65 2.04 4.52 11.45 9.42 4.09 6.46 17.79 9.11 9.37 V C 0.79 0.65 0.41 0.41 0.64 0.78 0.51 1.5 2.0 High QQQQ QQQQQ High QQQQQ High QQQQQ Medium High QQQQ QQQQQ High High QQQQ QQQ QQQQ High High 12,249.17 2,411,432.72 11,893.48 11,666.59 10,605.89 9,208.57 8,301.30 55,337.32 26,896.27 5,516.47 29,225.00 16,136.00 C C C C V X Z X C V 0.87 1.07 0.82 0.56 QQQQQ High MorningstarAdvisor.com 35 http://www.MorningstarAdvisor.com

Table of Contents for the Digital Edition of Morningstar Advisor - August/September 2012

Morningstar Advisor - August/September 2012
Contents
Contributors
Letter From the Editor
How Much of the Behavior Gap Is Your Fault?
What’s Your View of the Muni-Bond Market?
A Balanced Life
How to Get to Know EMMA
A Strong, Robust Fund Business
Dividend Investing Abroad
Four Picks for the Present
Investment Briefs
Fund Expenses Through the Decades
Autos on Comeback Track
Lessons From the Muni-Bond Rebound
Municipal-Bond Landscape Shifts
Municipal Bonds 101
A Tale of Two Cities
Unraveling the Mysteries of Money
Small Companies Mean the World to Him
The Chinese Art Market and the Origin of Bubbles
The Myth of the Dumb Investor
Stocks That Can Stand the Heat
Our Favorite Mutual Funds
50 Most Popular ETFs
Undervalued Stocks With Wide Moats
The War on Savers

Morningstar Advisor - August/September 2012