Tesla Company Analysis: Strategy, Marketing, Financials
4.6 (272 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
3,388 students enrolled

Tesla Company Analysis: Strategy, Marketing, Financials

Acquire the #1 Skill Needed For Investment banking, Private equity, and Consulting - Company analysis
4.6 (272 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
3,388 students enrolled
Created by 365 Careers
Last updated 6/2020
English
English [Auto]
Current price: $139.99 Original price: $199.99 Discount: 30% off
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This course includes
  • 4 hours on-demand video
  • 67 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Learn how to perform strategic analysis
  • Leverage classic frameworks like SWOT and Five forces to analyze Tesla
  • Understand why "Tesla has a brand following that is second only to Apple"
  • Apply the 4Ps framework and understand what makes Tesla's marketing so powerful
  • Perform financial statement analysis to understand Tesla's historical performance
  • Study Tesla's growth, profitability, liquidity, and solvency
  • Forecast Tesla's 10-year financials
  • Prepare a complete DCF valuation model
Requirements
  • Students will need Microsoft Excel 2007, 2010, 2013, 2016, or 2018
Description

** Please be aware that this course is not an investment recommendation of any sort**

What is the best way to learn financial modelling, valuation, corporate strategy, marketing fundamentals, and financial statement analysis?

Go through a complete, real life case study.

And which is arguably the hottest company in the business world today?

Tesla Inc.

This is the first online course attempting to teach several disciplines by combining them in a coherent and holistic case study of a company.

In this course, we will touch on several important topics about Tesla:

  • Business strategy

  • Marketing

  • Financial statement analysis

  • Financial planning and forecasting

  • Valuation


Each topic we discuss is a natural continuation of what you have learned from the previous one. This will allow you to understand Tesla’s business very well.

It is a fascinating firm that has already made huge steps towards achieving its mission: accelerate the world’s transition to sustainable energy. The entire auto industry is focused on electric vehicles, in large part because of how successful Tesla has been in the last few years.


Tesla is a more expensive company than well-established traditional auto industry players like BMW and Daimler.

And yet it sells 20x-30x fewer cars compared to these companies.


According to investment banking analysts “Tesla has a brand following that is second only to Apple’s”

However, many analysts are uncertain whether the company has sufficient cash to sustain its growth and win a bigger portion of the market?


Tesla has established itself as the main innovator in the EV field.

But its CEO, Elon Musk, decided to open-source all of the company’s patents.


This is but one reason why Mr Musk is seen as the most exciting entrepreneur of this generation.

While many feel he can do no wrong, he also runs multiple multibillion-dollar businesses and it is unclear how much time he is able to spend on Tesla.


On our journey, we will encounter and analyse many contradictions surrounding Musk and Tesla. This is precisely what makes Tesla a perfect case study. Our goal with this course was to create a holistic, 360 degrees experience, that studies multiple facets of the company.

We are not simply going to study financial statements. We will do that, but we will explore the company from multiple perspectives.

Strategy:

  • How does Tesla intend to compete in the EV market?

  • What are the company’s strengths, weaknesses, opportunities, and threats?

  • Why is Tesla regarded as the ‘new Apple’?

  • Which are the competitive advantages and traits that make the two companies similar?

  • How is Tesla’s partnership with SpaceX going to help the company in the long-run?

  • What is Tesla’s mission and vision?

  • How does Tesla’s business look from a strategic perspective after performing the 5-forces analysis?

  • What was the rationale behind Tesla’s merger with Solar City, the renewable energy company?

  • How does renewable energy align with the electric vehicles business of the company?

Marketing:

  • Who is in Tesla’s target market?

  • How could we describe the firm’s ideal customer?

  • What kind of segmentation problems could Tesla run into in the future?

  • Is the company’s pricing coherent with the competitive strategy it has chosen?

  • How does Elon Musk leverage personal branding?

  • Why will this help Tesla in the long run?

Financial Statement Analysis:

  • What do the company’s financial ratios show about historical performance?

  • Is Tesla a growing business?

  • How profitable is Tesla?

  • How much working capital investment does the company need?

  • How likely is it that Tesla will have liquidity difficulties in the near future?

  • Are there any issues from a solvency perspective?

Financial Modeling and Valuation:

  • How to forecast vehicle deliveries over the next 10 years.

  • How to forecast average selling price of the types of vehicles to be delivered over the next 10 years.

  • What portion of revenues would expenses like Cogs and Opex account for?

  • How to forecast fixed asset investments and working capital needs.

  • How much is Tesla’s weighted average cost of capital?

  • Is Tesla’s DCF valuation in line with its current market price?

This course is perfect for aspiring financial analysts, investment bankers, business analysts, consultants, or corporate executives. The skills you will acquire are the perfect blend of soft and technical skills that will give you an edge in interviews.

This course comes with Udemy's 30-day no questions asked money back guarantee. So, you have nothing to lose! Subscribe to the course and give it a try!

Click the 'Take this course' button now! This will be one of the best decisions of your professional career!

 

 

 

 

 

Who this course is for:
  • Aspiring financial analysts, consultants, investment bankers, private equity analysts
  • Individuals interested in advancing their career in Corporate finance
  • Anyone who wants to understand Tesla's business and is fascinated by the company
Course content
Expand all 56 lectures 03:48:34
+ Strategy: How Tesla intends to win the battle
9 lectures 50:19
Electric vehicles - Industry analysis
04:44
More than an auto producer
02:57
Porter's five forces analysis for Tesla
08:40
The relationship between Tesla and SpaceX
02:06
Competitive strategy
03:53
Tesla SWOT analysis
10:58
+ Marketing: Why Tesla ''has a brand following that is second only to Apple''
10 lectures 37:38
Introduction to Tesla marketing
00:56
A proof of Tesla's brand strength
01:38
Tesla's pricing
00:50
Before or after savings?
04:14
Federal tax incentives for EVs
03:05
Tesla's distribution strategy
04:02
Marketing communication
01:57
Personal branding techniques used by Elon Musk
10:49
How Elon Musk's personal branding helped Tesla
07:02
+ Financial Statement Analysis: A look at Tesla's historical financials
5 lectures 22:09
How to download Tesla's historical financials
02:11
Calculating and analyzing growth and profitability ratios
10:03
Calculating and analyzing liquidity ratios
07:06
Calculating and analyzing solvency ratios
01:47
+ Financial Planning: Forecasting Tesla's future financials (10 years)
23 lectures 01:25:58
Forecasting Tesla's expected deliveries
14:08
Comparing delivery figures with the ones of industry peers
02:54
Estimating an average selling price of Tesla vehicles
04:50
Calculating automotive revenue
04:37
Peer comparison: Gross profit %
02:18
Calculating automotive gross profit
02:48
Calculating automotive cost of sales
02:04
Forecasting 'energy' and 'services' revenue
02:53
Calculating 'energy' and 'services' gross profit and cost of sales
02:47
Forecasting operating expenses
05:16
Building a fixed asset roll forward: estimating Capex
06:20
Building a fixed asset roll forward: D&A schedule
05:42
Peer comparison: D&A as a percentage of revenues
01:26
Calculating DSO, DIO, DPO
01:54
Producing a clean P&L output sheet
01:29
Fill in the P&L output sheet
01:54
Calculating investments in working capital
01:58
Forecasting Unlevered Free Cash Flow
05:31
Forecasting other assets
03:53
Forecasting other liabilities
02:13
Completing Unlevered Free Cash Flow
03:42
+ Valuation: Calculating enterprise value, equity value, and price per share
8 lectures 26:52
Modeling Tesla's financing needs in the forecast period
04:55
Calculating Net income
01:23
Bridging Unlevered Free Cash Flow to Net Cash Flow
03:58
Balancing the Balance sheet
00:57
Estimating Weighted Average Cost of Capital (WACC)
06:07
Performing Discounted Cash Flow valuation (DCF)
03:33
Calculating enterprise value, equity value, and price per share
02:10
Final comments
03:49