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U.S. Auto Industry Analysis

UpdatedNov 04, 2025
DataAggregated Company Financials
Companies46
  • 7D2.9%
  • 3M46.1%
  • 1Y79.7%
  • YTD23.3%

The Auto industry is up 2.9% in the last week, with Tesla up 3.5%. Meanwhile, Li Auto actually underperformed within the industry, shrinking 5.0% in the last week. This means that the industry has gained 80% over the past year. Earnings are forecast to grow by 34% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 04 Nov 2025US$1.7tUS$535.0bUS$4.8b18.2x363.2x3.2x
Thu, 02 Oct 2025US$1.7tUS$527.9bUS$5.7b18.3x293.8x3.2x
Sat, 30 Aug 2025US$1.3tUS$527.6bUS$5.7b17.9x222.7x2.4x
Mon, 28 Jul 2025US$1.2tUS$523.9bUS$7.3b15.9x166.4x2.3x
Wed, 25 Jun 2025US$1.3tUS$527.7bUS$8.6b8.5x148.2x2.4x
Fri, 23 May 2025US$1.3tUS$527.2bUS$8.6b8.5x149.4x2.4x
Sun, 20 Apr 2025US$936.6bUS$528.8bUS$9.4b18.2x99.4x1.8x
Tue, 18 Mar 2025US$940.6bUS$528.4bUS$9.5b15.7x98.5x1.8x
Thu, 13 Feb 2025US$1.3tUS$534.3bUS$10.7b17.9x122x2.4x
Sat, 11 Jan 2025US$1.5tUS$526.8bUS$17.2b17.2x88.5x2.9x
Mon, 09 Dec 2024US$1.5tUS$527.4bUS$17.1b21.5x88.1x2.9x
Wed, 06 Nov 2024US$1.0tUS$529.0bUS$16.9b17.8x61.6x2x
Fri, 04 Oct 2024US$1.0tUS$519.8bUS$17.0b19.4x61x2x
Sun, 01 Sep 2024US$948.9bUS$518.4bUS$16.8b14.4x56.3x1.8x
Tue, 30 Jul 2024US$947.5bUS$516.3bUS$16.5b13.1x57.5x1.8x
Thu, 27 Jun 2024US$842.8bUS$509.4bUS$17.4b17.8x48.5x1.7x
Sat, 25 May 2024US$796.5bUS$509.9bUS$17.4b14.4x45.9x1.6x
Mon, 22 Apr 2024US$711.5bUS$505.5bUS$18.4b16x38.7x1.4x
Wed, 20 Mar 2024US$807.5bUS$504.7bUS$18.1b15.8x44.7x1.6x
Fri, 16 Feb 2024US$855.5bUS$500.9bUS$16.6b16.7x51.6x1.7x
Sun, 14 Jan 2024US$951.6bUS$498.3bUS$13.8b15.7x69.2x1.9x
Tue, 12 Dec 2023US$1.0tUS$498.4bUS$13.8b14.8x74.8x2.1x
Thu, 09 Nov 2023US$959.7bUS$494.0bUS$13.4b10.8x71.5x1.9x
Sat, 07 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x84.9x2.2x
Mon, 04 Sep 2023US$1.1tUS$486.1bUS$13.0b11x81.7x2.2x
Wed, 02 Aug 2023US$1.1tUS$483.2bUS$13.5b10.9x84.8x2.4x
Fri, 30 Jun 2023US$1.1tUS$461.3bUS$11.1b9.7x99.3x2.4x
Sun, 28 May 2023US$856.1bUS$463.8bUS$11.7b5.8x73.4x1.8x
Tue, 25 Apr 2023US$747.8bUS$451.4bUS$6.2b6.6x119.8x1.7x
Thu, 23 Mar 2023US$837.4bUS$446.8bUS$7.0b6.5x119.5x1.9x
Sat, 18 Feb 2023US$939.4bUS$448.4bUS$6.2b9.6x150.3x2.1x
Mon, 16 Jan 2023US$645.8bUS$426.1bUS$15.7b7.6x41.1x1.5x
Wed, 14 Dec 2022US$780.6bUS$425.6bUS$16.5b7.9x47.4x1.8x
Fri, 11 Nov 2022US$865.7bUS$422.8bUS$17.3b8.1x49.9x2x
Price to Earnings Ratio

49.9x


Total Market Cap: US$865.7bTotal Earnings: US$17.3bTotal Revenue: US$422.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 98.9x202320242025
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 363x which is higher than its 3-year average PE of 98.9x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 35% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.2% 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-0.91%
Consumer Discretionary1.35%
Auto2.89%
Automobile Manufacturers2.91%
Motorcycle Manufacturers-2.49%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 100x.
    • Analysts are expecting annual earnings growth of 34.4%, which is higher than its past year's earnings decline of 11.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings decline of 12% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 11% 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
TSLA TeslaUS$468.373.5%
+US$53.0b		92.9%PE306.7x
NIO NIOUS$7.425.4%
+US$939.9m		44.4%PS1.9x
XPEV XPengUS$23.612.6%
+US$562.7m		95.6%PS2.7x
HOG Harley-DavidsonUS$27.110.5%
+US$15.8m		-14.8%PE13.6x
EZGO EZGO TechnologiesUS$0.187.7%
+US$107.2k		-83.8%PS0.07x

Latest News

HOG
US$27.11
Harley-Davidson
7D
0.5%
1Y
-14.8%
GM
US$68.22
General Motors
7D
-1.7%
1Y
31.7%
NIO
US$7.42
NIO
7D
5.4%
1Y
44.4%
TSLA
US$468.37
Tesla
7D
3.5%
1Y
92.9%

TSLA: Shareholder Pay Vote And Leadership Uncertainty Will Undermine Near-Term Performance

Analysts have increased their fair value estimate for Tesla to about $391 from $367 per share, citing slightly improved revenue growth and profit margin expectations. Recent Street research points to delivery stabilization, record Q3 results, and continued optimism around new products despite ongoing earnings variability.
F
US$13.01
Ford Motor
7D
-1.9%
1Y
25.6%

F: Recovery Efforts And Policy Adjustments Will Offset Near-Term Electric Vehicle Challenges

Ford Motor's analyst price target has increased to $12.27 from $11.45, as analysts cite strong recent results, expectations for recovery efforts and policy adjustments, and ongoing focus on electric vehicle performance. Analyst Commentary Ford’s recent analyst coverage reflects a nuanced mix of optimism about the company’s path forward and caution regarding near-term challenges.
RIVN
US$13.19
Rivian Automotive
7D
-1.6%
1Y
28.2%

RIVN: Sector Headwinds And Product Updates Will Shape Medium-Term Outlook

Rivian Automotive's fair value estimate has edged down slightly to $14.35 from $14.48 per share. Analysts have factored in softer electric vehicle demand, updated delivery forecasts, and mixed industry tailwinds in their revised price targets.
XPEV
US$23.61
XPeng
7D
2.6%
1Y
95.6%

International Expansion And Margin Improvement Will Drive Long-Term Profit Prospects

XPeng’s analyst price target has been modestly increased from $26.29 to $26.49. This adjustment is driven by improved vehicle margins and a resilient outlook for net profit despite near-term challenges, according to analysts.
LI
US$20.48
Li Auto
7D
-5.0%
1Y
-16.9%

Rising Competition And Product Launches Will Shape Electric Vehicle Sector Dynamics

Li Auto's analyst price target has been modestly raised to $28.90, reflecting mixed analyst sentiment amid recent downgrades on competitive and growth concerns. However, the upgrade also ties to an improved outlook related to potential product launches and sector positioning.
VFS
US$3.18
VinFast Auto
7D
-2.8%
1Y
-14.3%
ZK
US$27.85
ZEEKR Intelligent Technology Holding
7D
-4.1%
1Y
9.9%
THO
US$104.30
THOR Industries
7D
-4.4%
1Y
-0.6%
LCID
US$16.64
Lucid Group
7D
-8.1%
1Y
-25.7%
EZGO
US$0.18
EZGO Technologies
7D
7.7%
1Y
-83.8%