Page 12 - Bloomberg Businessweek - November 19, 2018
P. 12

Bloomberg Businessweek                     The Year Ahead 2019                         50 Companies to Watch


             44                                    Tableau Software Inc.                       ▲ DATA US

                                                            Est. EPS
         Software                                  Est. sales    800%  Total  12-month  1-year total  Female board
                                                                            sales
                                                            growth
                                                                                               membership
                                                                    assets
                                                   growth
                                                                                     return
                                                                                               20%
                                                   10%
                                                                                     31.6%
                                                                            $993m
                                                                    $1.5b
        Tableau, known for its chart applications and analytics   market. That’s sure to boost sales. Demand for the
        dashboards, is broadening its product line to include   company’s established products will remain strong.
        data cleanup and machine learning tools, enabling it to
        compete in the wider data-warehousing and reporting
             45                                    Tesla Inc.                                  ▲ TSLA US
                                                   Est. sales    Est. EPS    Total  12-month  1-year total  Female board
                                                   growth   growth  assets  sales    return    membership
         Autos                                     91.2%    N/M     $28b    $13.6b   1.7%      22.2%

        CEO Elon Musk can’t tweet away Tesla’s problems. The
        fix-it list is long. Tesla must address operational, capacity,
        and liquidity needs, rebuild a credible management team,
        and wean itself off its reliance on income statement and
        balance-sheet maneuvers, all while facing a lower price-
        to-sales mix as it produces more of the cheaper Model 3.





   94








                                                                                               ◀ Tesla Model 3 factory
             46                                    Teva Pharmaceutical Industries Ltd.         ▲ TEVA IT

                                                   Est. sales    Est. EPS    Total  12-month  1-year total  Female board
         Pharma                                    growth   -22.4% $67b     sales    return    membership
                                                                    assets
                                                            growth
                                                                                               26.7%
                                                   -12.1%
                                                                            $20.8b
                                                                                     47%
        Teva has a drug pipeline full of growth opportunities   opportunity. Ajovy is one of the most significant migraine
        starting in 2019. Austedo, a possible treatment for   advances in decades. These launches may help offset the
        Tourette’s syndrome for which trial data may come in the   loss—worth about $2 billion—of exclusivity for Teva’s best-
        first half of next year, represents a potential $1 billion-plus   selling Copaxone, a drug for multiple sclerosis.

             47                                    Vodafone Group Plc                          ▼ VOD LN

                                                   Est. sales    Est. EPS    Total  12-month  1-year total  Female board    FROM LEFT: BALAZS GARDI/BLOOMBERG BUSINESSWEEK; DARIO PIGNATELLI/BLOOMBERG
         Telecom                                   growth   1.5%    assets  sales    return    membership
                                                            growth
                                                                                     -29.6%
                                                                                               41.7%
                                                                    $179b
                                                                            $55b
                                                   -2.5%
        Vodafone is set to become the largest fixed/mobile   also complicates the picture. Nevertheless, patience may
        carrier in Europe if its deal with Liberty Global is   pay off as Vodafone commands strong mobile network
        approved. The company will have to cope with rising   quality and has already developed significant capabilities
        competition and weakening revenue growth. A new   to bundle its services.
        CEO—Nick Read succeeded Vittorio Colao in October—
   7   8   9   10   11   12   13   14   15   16   17