TVSMOTOR (TVS Motor Company Ltd) vs BSE Sensex 30 Comparison

TVSMOTOR

BSE Sensex 30

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TVSMOTOR

BSE Sensex 30

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1Y 3Y 5Y 10Y 15Y 20Y

TVSMOTOR

BSE Sensex 30

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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BSE Sensex 30

TVSMOTOR

BAJAJ-AUTO

EICHERMOT

HEROMOTOCO

7272

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1Y 3Y 5Y 10Y 15Y 20Y

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Back to TVSMOTOR Analysis

TVS Motor Company Ltd
Glance View

Market Cap

1.2T INR

Industry

Automobiles

Economic Moat

None

In the bustling realm of the Indian auto industry, TVS Motor Company Ltd. stands as a pivotal player, weaving its narrative with a blend of innovation and tradition. Embodying the spirit of the TVS Group, a venerable conglomerate with over a century of industrial legacy, TVS Motor navigates the motor vehicle landscape with agility and foresight. The company primarily thrives on the manufacture and sale of two-wheelers, a segment that dominates the Indian market due to the pragmatic needs of its vast consumer base. From sporty motorcycles to efficient scooters, TVS targets a diverse customer demographic, offering products that meet the demands of both urban commuters and rural riders. Its success is largely attributed to a robust distribution network and a strong brand presence that has been meticulously built over decades. Underlying its operations is a continuous drive to integrate technology with sustainability. TVS Motor has pivoted towards embracing electric mobility, signaling its responsiveness to global trends and environmental imperatives. The strategic introduction of electric scooters demonstrates its commitment to future-ready solutions while ensuring it remains at the forefront of innovation. Revenue is generated not just from the sales of its vehicles but also through the provision of extensive after-sales services, spare parts, and financing options, all of which enhance customer loyalty and drive recurring income. By focusing on a holistic customer experience and sustainable practices, TVS Motor Company not only insures itself against the volatility of market demand but also ensures its enduring relevance in the ever-evolving automotive narrative.

View TVSMOTOR Analysis

TVSMOTOR Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

IN		Bajaj Auto Ltd NSE:BAJAJ-AUTO	Add
IN		Eicher Motors Ltd NSE:EICHERMOT	Add
IN	H	Hero MotoCorp Ltd NSE:HEROMOTOCO	Add
JP		Yamaha Motor Co Ltd TSE:7272	Add
CN		AIMA Technology Group Co Ltd SSE:603529	Add
CN		Yadea Group Holdings Ltd HKEX:1585	Add
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IN	O	Ola Electric Mobility Ltd NSE:OLAELEC	Add
CN		Loncin Motor Co Ltd SSE:603766	Add
CN		CETC Acoustic-Optic-Electronic Technology Inc SSE:600877	Add

IN		Bajaj Auto Ltd NSE:BAJAJ-AUTO	Select
IN		Eicher Motors Ltd NSE:EICHERMOT	Select
IN	H	Hero MotoCorp Ltd NSE:HEROMOTOCO	Select
JP		Yamaha Motor Co Ltd TSE:7272	Select
CN		AIMA Technology Group Co Ltd SSE:603529	Select
CN		Yadea Group Holdings Ltd HKEX:1585	Select
US		Harley-Davidson Inc NYSE:HOG	Select
IN	O	Ola Electric Mobility Ltd NSE:OLAELEC	Select
CN		Loncin Motor Co Ltd SSE:603766	Select
CN		CETC Acoustic-Optic-Electronic Technology Inc SSE:600877	Select

IN		Bajaj Auto Ltd NSE:BAJAJ-AUTO	Add
IN		Eicher Motors Ltd NSE:EICHERMOT	Add
IN	H	Hero MotoCorp Ltd NSE:HEROMOTOCO	Add
JP		Yamaha Motor Co Ltd TSE:7272	Add
CN		AIMA Technology Group Co Ltd SSE:603529	Add
CN		Yadea Group Holdings Ltd HKEX:1585	Add
US		Harley-Davidson Inc NYSE:HOG	Add
IN	O	Ola Electric Mobility Ltd NSE:OLAELEC	Add
CN		Loncin Motor Co Ltd SSE:603766	Add
CN		CETC Acoustic-Optic-Electronic Technology Inc SSE:600877	Add

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TVSMOTOR

vs

BSE Sensex 30

Stocks Performance
TVSMOTOR vs BSE Sensex 30

Performance Gap
TVSMOTOR vs BSE Sensex 30

Performance By Year
TVSMOTOR vs BSE Sensex 30

Competitors Performance
TVS Motor Company Ltd vs Peers

TVS Motor Company Ltd
Glance View

Company

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TVSMOTOR vs BSE Sensex 30

Stocks Performance TVSMOTOR vs BSE Sensex 30

Performance Gap TVSMOTOR vs BSE Sensex 30

Performance By Year TVSMOTOR vs BSE Sensex 30

Competitors Performance TVS Motor Company Ltd vs Peers

TVS Motor Company Ltd Glance View

Company

Help

Tools

Stocks

TVSMOTOR

vs

BSE Sensex 30

Stocks Performance
TVSMOTOR vs BSE Sensex 30

Performance Gap
TVSMOTOR vs BSE Sensex 30

Performance By Year
TVSMOTOR vs BSE Sensex 30

Competitors Performance
TVS Motor Company Ltd vs Peers

TVS Motor Company Ltd
Glance View