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U.S. Auto Industry Analysis

UpdatedJul 13, 2025
DataAggregated Company Financials
Companies43
  • 7D-0.4%
  • 3M22.1%
  • 1Y20.1%
  • YTD-14.2%

Over the last 7 days, the Auto industry has dropped 1.3%, driven by Tesla declining 0.6%. In contrast, Li Auto has gained 6.6%. Over the past 12 months, the industry was up 23%. As for the next few years, earnings are expected to grow by 26% per annum.

Industry Valuation and Performance

Has the U.S. Auto Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 13 Jul 2025US$1.2tUS$527.7bUS$8.6b15.8x139.3x2.3x
Tue, 10 Jun 2025US$1.1tUS$527.7bUS$8.4b8.6x134.3x2.1x
Thu, 08 May 2025US$1.1tUS$525.8bUS$8.4b13.8x126x2x
Sat, 05 Apr 2025US$1.0tUS$528.9bUS$9.4b18.8x108.8x1.9x
Mon, 03 Mar 2025US$1.2tUS$534.9bUS$11.5b18.9x104.9x2.3x
Wed, 29 Jan 2025US$1.5tUS$532.0bUS$12.8b17.3x120.1x2.9x
Fri, 27 Dec 2024US$1.7tUS$527.0bUS$17.1b18.1x102x3.3x
Sun, 24 Nov 2024US$1.4tUS$527.8bUS$17.2b20.3x81.2x2.6x
Tue, 22 Oct 2024US$969.0bUS$519.2bUS$17.0b17.6x57.1x1.9x
Thu, 19 Sep 2024US$985.9bUS$519.7bUS$17.0b12.8x58x1.9x
Sat, 17 Aug 2024US$932.9bUS$517.3bUS$16.5b13.7x56.5x1.8x
Mon, 15 Jul 2024US$1.1tUS$509.6bUS$17.4b19.2x61.3x2.1x
Wed, 12 Jun 2024US$803.3bUS$509.6bUS$17.4b14.6x46.2x1.6x
Fri, 10 May 2024US$809.3bUS$508.6bUS$17.2b16.9x47.2x1.6x
Sun, 07 Apr 2024US$785.0bUS$505.7bUS$18.4b19x42.7x1.6x
Tue, 05 Mar 2024US$864.5bUS$504.8bUS$18.0b17.4x48x1.7x
Thu, 01 Feb 2024US$851.8bUS$499.1bUS$18.1b15.6x47x1.7x
Sat, 30 Dec 2023US$1.1tUS$498.6bUS$13.7b16.7x78.9x2.2x
Mon, 27 Nov 2023US$1.0tUS$498.3bUS$13.9b11.9x72.5x2x
Wed, 25 Oct 2023US$916.8bUS$486.3bUS$11.3b11.9x80.9x1.9x
Fri, 22 Sep 2023US$1.1tUS$485.9bUS$13.0b10.4x82.6x2.2x
Sun, 20 Aug 2023US$956.9bUS$486.3bUS$13.7b10.8x69.9x2x
Tue, 18 Jul 2023US$1.2tUS$461.7bUS$11.0b10.3x111.6x2.7x
Thu, 15 Jun 2023US$1.1tUS$462.0bUS$11.1b9.2x97.8x2.3x
Sat, 13 May 2023US$770.5bUS$464.7bUS$11.3b5.9x68.2x1.7x
Mon, 10 Apr 2023US$824.7bUS$446.9bUS$7.1b6.3x116.8x1.8x
Wed, 08 Mar 2023US$843.9bUS$448.8bUS$7.4b9x113.7x1.9x
Fri, 03 Feb 2023US$892.8bUS$442.2bUS$17.4b8.5x51.3x2x
Sun, 01 Jan 2023US$621.1bUS$425.6bUS$16.4b7x37.9x1.5x
Tue, 29 Nov 2022US$844.5bUS$425.4bUS$17.0b8x49.6x2x
Thu, 27 Oct 2022US$958.8bUS$418.2bUS$20.6b7.4x46.7x2.3x
Sat, 24 Sep 2022US$1.1tUS$394.6bUS$18.0b7.8x63x2.9x
Mon, 22 Aug 2022US$1.3tUS$396.0bUS$17.5b8.6x72.5x3.2x
Wed, 20 Jul 2022US$1.1tUS$374.7bUS$18.0b8.1x60x2.9x
Price to Earnings Ratio

60x


Total Market Cap: US$1.1tTotal Earnings: US$18.0bTotal Revenue: US$374.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 79.5x202320242025
Current Industry PE
  • Investors are optimistic on the American Auto industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 132x which is higher than its 3-year average PE of 79.4x.
  • The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 22% per year over the last three years.
  • Meanwhile revenues for these companies have grown 12% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-0.51%
Consumer Discretionary-0.068%
Auto-0.35%
Automobile Manufacturers-0.32%
Motorcycle Manufacturers-7.54%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 81.4x.
    • Analysts are expecting annual earnings growth of 26.4%, which is higher than its past year's earnings decline of 28.6% per year.
  • Investors are most pessimistic about the Motorcycle Manufacturers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 21.1x.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 29% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 15% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
LI Li AutoUS$27.666.6%
+US$1.7b		30.0%PE24.8x
NIO NIOUS$3.9011.1%
+US$874.6m		-19.9%PS0.9x
GM General MotorsUS$53.390.9%
+US$480.7m		8.9%PE6.8x
LCID Lucid GroupUS$2.296.0%
+US$396.5m		-46.1%PS8x
ZK ZEEKR Intelligent Technology HoldingUS$27.475.8%
+US$383.8m		40.6%PS0.7x

Latest News

ZK
US$27.47
ZEEKR Intelligent Technology Holding
7D
5.8%
1Y
40.6%
LVWR
US$3.45
LiveWire Group
7D
-24.3%
1Y
-56.4%
HOG
US$24.62
Harley-Davidson
7D
-3.6%
1Y
-28.4%
TSLA
US$313.51
Tesla
7D
-0.6%
1Y
26.3%
XPEV
US$17.40
XPeng
7D
-7.7%
1Y
96.8%
THO
US$93.23
THOR Industries
7D
0.7%
1Y
-6.6%

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NWTN
US$1.77
NWTN
7D
10.6%
1Y
68.6%
PSNY
US$1.08
Polestar Automotive Holding UK
7D
-3.6%
1Y
6.9%

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Jul 04
LCID
US$2.29
Lucid Group
7D
6.0%
1Y
-46.1%
RIVN
US$13.03
Rivian Automotive
7D
-0.3%
1Y
-28.1%
F
US$11.78
Ford Motor
7D
-0.3%
1Y
-16.0%
NIO
US$3.90
NIO
7D
11.1%
1Y
-19.9%
LI
US$27.66
Li Auto
7D
6.6%
1Y
30.0%
WGO
US$33.33
Winnebago Industries
7D
5.7%
1Y
-41.4%
VFS
US$3.55
VinFast Auto
7D
-2.5%
1Y
-26.8%
GM
US$53.39
General Motors
7D
0.9%
1Y
8.9%

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