Nio Class A Stock Fundamentals
| NIO Stock | USD 4.67 0.17 3.51% |
Nio Class A fundamentals help investors to digest information that contributes to Nio's financial success or failures. It also enables traders to predict the movement of Nio Stock. The fundamental analysis module provides a way to measure Nio's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Nio stock.
At this time, Nio's Other Operating Expenses is very stable compared to the past year. As of the 25th of November 2024, Research Development is likely to grow to about 14.1 B, while Interest Expense is likely to drop about 318 M. Nio | Select Account or Indicator |
Nio Class A Company Return On Equity Analysis
Nio's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Current Nio Return On Equity | -1.05 |
Most of Nio's fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Nio Class A is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
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Nio Total Stockholder Equity
Total Stockholder Equity |
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Based on the latest financial disclosure, Nio Class A has a Return On Equity of -1.0479. This is 129.11% lower than that of the Automobiles sector and 89.93% lower than that of the Consumer Discretionary industry. The return on equity for all United States stocks is notably higher than that of the company.
Nio Class A Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Nio's current stock value. Our valuation model uses many indicators to compare Nio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Nio competition to find correlations between indicators driving Nio's intrinsic value. More Info.Nio Class A is rated below average in return on equity category among its peers. It is rated below average in return on asset category among its peers . At this time, Nio's Return On Equity is very stable compared to the past year. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Nio's earnings, one of the primary drivers of an investment's value.Nio Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Nio's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Nio could also be used in its relative valuation, which is a method of valuing Nio by comparing valuation metrics of similar companies.Nio is currently under evaluation in return on equity category among its peers.
Nio Current Valuation Drivers
We derive many important indicators used in calculating different scores of Nio from analyzing Nio's financial statements. These drivers represent accounts that assess Nio's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Nio's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 28.8B | 376.1B | 316.5B | 110.1B | 109.4B | 109.5B | |
| Enterprise Value | 38.5B | 347.1B | 321.2B | 113.9B | 126.9B | 109.5B |
Nio ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Nio's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Nio's managers, analysts, and investors.Environmental | Governance | Social |
Nio Fundamentals
| Return On Equity | -1.05 | ||||
| Return On Asset | -0.15 | ||||
| Profit Margin | (0.32) % | ||||
| Operating Margin | (0.30) % | ||||
| Current Valuation | 9.2 B | ||||
| Shares Outstanding | 1.94 B | ||||
| Shares Owned By Insiders | 2.48 % | ||||
| Shares Owned By Institutions | 9.82 % | ||||
| Number Of Shares Shorted | 186.92 M | ||||
| Price To Earning | 10.16 X | ||||
| Price To Book | 6.45 X | ||||
| Price To Sales | 0.15 X | ||||
| Revenue | 55.62 B | ||||
| Gross Profit | 5.14 B | ||||
| EBITDA | (15.15 B) | ||||
| Net Income | (20.72 B) | ||||
| Cash And Equivalents | 19.89 B | ||||
| Cash Per Share | 27.32 X | ||||
| Total Debt | 50.38 B | ||||
| Debt To Equity | 0.82 % | ||||
| Current Ratio | 1.59 X | ||||
| Book Value Per Share | 12.43 X | ||||
| Cash Flow From Operations | (1.38 B) | ||||
| Short Ratio | 2.42 X | ||||
| Earnings Per Share | (1.51) X | ||||
| Price To Earnings To Growth | 801.07 X | ||||
| Target Price | 47.2 | ||||
| Number Of Employees | 32.82 K | ||||
| Beta | 1.9 | ||||
| Market Capitalization | 9.66 B | ||||
| Total Asset | 117.38 B | ||||
| Retained Earnings | (90.76 B) | ||||
| Working Capital | 12.58 B | ||||
| Current Asset | 4.65 B | ||||
| Current Liabilities | 2.55 B | ||||
| Net Asset | 117.38 B |
About Nio Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Nio Class A's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Nio using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Nio Class A based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | 2.9 B | 3 B | |
| Total Revenue | 55.6 B | 58.4 B | |
| Cost Of Revenue | 52.6 B | 55.2 B | |
| Stock Based Compensation To Revenue | 0.04 | 0.06 | |
| Sales General And Administrative To Revenue | 0.17 | 0.16 | |
| Research And Ddevelopement To Revenue | 0.24 | 0.39 | |
| Capex To Revenue | 0.26 | 0.24 | |
| Revenue Per Share | 32.71 | 34.35 | |
| Ebit Per Revenue | (0.41) | (0.43) |
Pair Trading with Nio
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Nio position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Nio will appreciate offsetting losses from the drop in the long position's value.Moving together with Nio Stock
Moving against Nio Stock
| 0.73 | ALV | Autoliv | PairCorr |
| 0.6 | CPS | Cooper Stnd | PairCorr |
| 0.55 | F | Ford Motor Aggressive Push | PairCorr |
| 0.47 | GM | General Motors Aggressive Push | PairCorr |
| 0.43 | GGR | Gogoro Inc | PairCorr |
The ability to find closely correlated positions to Nio could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Nio when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Nio - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Nio Class A to buy it.
The correlation of Nio is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Nio moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Nio Class A moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Nio can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Nio Piotroski F Score and Nio Altman Z Score analysis. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
Is Automobile Manufacturers space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Nio. If investors know Nio will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Nio listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (1.51) | Revenue Per Share 33.464 | Quarterly Revenue Growth 0.989 | Return On Assets (0.15) | Return On Equity (1.05) |
The market value of Nio Class A is measured differently than its book value, which is the value of Nio that is recorded on the company's balance sheet. Investors also form their own opinion of Nio's value that differs from its market value or its book value, called intrinsic value, which is Nio's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Nio's market value can be influenced by many factors that don't directly affect Nio's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Nio's value and its price as these two are different measures arrived at by different means. Investors typically determine if Nio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Nio's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.