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U.S. Auto Industry Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies46
  • 7D1.0%
  • 3M-30.7%
  • 1Y-51.8%
  • YTD-53.9%

The Auto industry is up 1.0% in the last week, with Tesla up 1.5%. During this same period, the Lucid Group underperformed, falling 11%. In the past year, the industry is down 52%. As for the next few years, earnings are expected to grow by 22% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 28 Nov 2022US$851.4bUS$425.5bUS$17.0b8.2x50.1x2x
Wed, 26 Oct 2022US$957.9bUS$402.5bUS$19.6b7.8x48.9x2.4x
Fri, 23 Sep 2022US$1.2tUS$394.7bUS$18.0b8.1x65.7x3x
Sun, 21 Aug 2022US$1.3tUS$396.0bUS$17.5b8.6x72.5x3.2x
Tue, 19 Jul 2022US$1.1tUS$374.7bUS$18.0b8.1x60x2.9x
Thu, 16 Jun 2022US$1.0tUS$373.3bUS$18.6b13.9x54.9x2.7x
Sat, 14 May 2022US$1.1tUS$371.0bUS$18.4b13.5x59x2.9x
Mon, 11 Apr 2022US$1.4tUS$360.3bUS$21.7b8.8x64.5x3.9x
Wed, 09 Mar 2022US$1.2tUS$357.4bUS$23.8b7.4x48.9x3.3x
Fri, 04 Feb 2022US$1.3tUS$354.3bUS$9.6b13.3x136.3x3.7x
Sun, 02 Jan 2022US$1.6tUS$351.3bUS$8.7b19.3x183.5x4.5x
Tue, 30 Nov 2021US$1.7tUS$348.6bUS$9.4b26.1x183x4.9x
Thu, 28 Oct 2021US$1.4tUS$357.4bUS$13.9b18.1x103.6x4x
Sat, 25 Sep 2021US$1.1tUS$350.8bUS$12.5b16.1x90.4x3.2x
Mon, 23 Aug 2021US$1.1tUS$350.8bUS$12.5b14.9x84.5x3x
Sat, 10 Jul 2021US$1.0tUS$350.8bUS$16.1b17.3x64.3x3x
Fri, 02 Apr 2021US$963.8bUS$314.7bUS$11.4b25.7x84.7x3.1x
Mon, 04 Jan 2021US$968.4bUS$305.8bUS$4.7b45.6x205.1x3.2x
Thu, 08 Oct 2020US$572.6bUS$297.3bUS$2.4b31.1x235.7x1.9x
Wed, 01 Jul 2020US$305.6bUS$290.8bUS$647.1m45.6x472.2x1.1x
Sat, 04 Apr 2020US$180.3bUS$331.9bUS$2.9b11.4x62.3x0.5x
Tue, 07 Jan 2020US$207.8bUS$338.0bUS$7.2b23.6x28.7x0.6x
Price to Earnings Ratio

17.2x


Total Market Cap: US$189.7bTotal Earnings: US$11.0bTotal Revenue: US$347.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 99.9x202020212022
Current Industry PE
  • Investors are pessimistic on the American Auto industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 50.1x which is lower than its 3-year average PE of 100x.
  • The 3-year average PS ratio of 2.5x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 7.0% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market1.26%
Consumer Discretionary-0.15%
Auto1.02%
Automobile Manufacturers1.02%
Motorcycle Manufacturers0.36%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry even though it's trading below its 3-year average PE ratio of 144x.
    • Analysts are expecting annual earnings growth of 22.5%, which is lower than the prior year's growth of 55.6% per year.
  • Investors are most pessimistic about the Motorcycle Manufacturers industry, which is trading below its 3-year average of 108x.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 23% over the next 5 years.
  • However this is lower than its past earnings growth rate of 56% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 10% 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$182.861.5%
+US$8.4b
-49.3%PE51.6x
PSNY Polestar Automotive Holding UKUS$8.0026.6%
+US$3.5b
n/aPS8.2x
GM General MotorsUS$40.461.7%
+US$980.3m
-32.8%PE6.7x
F Ford MotorUS$14.080.6%
+US$361.8m
-28.7%PE6.3x
RACE FerrariUS$218.140.8%
+US$322.6m
-17.0%PE41.2x
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RIVN

US$29.53

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-2.7%

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THO

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1Y

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PSNY

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7D

-6.4%

1Y

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NIO

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NIO

7D

-2.9%

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LCID

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1Y

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7D

-8.9%

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Lordstown Motors

7D

-12.5%

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7D

1.5%

1Y

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WGO

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3.3%

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