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U.S. Auto Industry Analysis

UpdatedNov 06, 2025
DataAggregated Company Financials
Companies45
  • 7D0.05%
  • 3M39.4%
  • 1Y53.4%
  • YTD22.0%

Last week, the Auto industry hasn't moved much but Tesla is up 5.0% in that time. As for the the longer term, the industry is up 53% over the past 12 months. As for the next few years, earnings are expected to grow by 34% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Nov 2025US$1.7tUS$535.1bUS$5.0b17.9x334.5x3.1x
Sat, 04 Oct 2025US$1.7tUS$527.8bUS$5.7b19x288.7x3.1x
Mon, 01 Sep 2025US$1.3tUS$527.6bUS$5.7b17.9x222.5x2.4x
Wed, 30 Jul 2025US$1.2tUS$523.8bUS$7.3b15.8x170x2.4x
Fri, 27 Jun 2025US$1.2tUS$527.8bUS$8.6b8.4x143.2x2.3x
Sun, 25 May 2025US$1.3tUS$527.3bUS$8.6b8.4x148.3x2.4x
Tue, 22 Apr 2025US$936.6bUS$528.8bUS$9.4b18.1x99.5x1.8x
Thu, 20 Mar 2025US$903.1bUS$528.9bUS$9.5b15.8x94.6x1.7x
Sat, 15 Feb 2025US$1.4tUS$534.6bUS$10.7b17.7x131x2.6x
Mon, 13 Jan 2025US$1.5tUS$526.8bUS$17.2b17.2x88.2x2.9x
Wed, 11 Dec 2024US$1.5tUS$527.5bUS$17.1b21.6x88.5x2.9x
Fri, 08 Nov 2024US$1.2tUS$528.7bUS$16.9b17.9x70.4x2.2x
Sun, 06 Oct 2024US$1.1tUS$519.6bUS$17.0b19.5x62.6x2x
Tue, 03 Sep 2024US$948.9bUS$518.3bUS$16.9b14.4x56.3x1.8x
Thu, 01 Aug 2024US$986.2bUS$516.5bUS$16.6b13.3x59.6x1.9x
Sat, 29 Jun 2024US$874.8bUS$509.4bUS$17.4b18.3x50.4x1.7x
Mon, 27 May 2024US$816.7bUS$509.9bUS$17.4b14.4x47x1.6x
Wed, 24 Apr 2024US$713.3bUS$508.6bUS$19.0b15.8x37.6x1.4x
Fri, 22 Mar 2024US$827.0bUS$505.7bUS$18.2b17.5x45.6x1.6x
Sun, 18 Feb 2024US$895.6bUS$500.7bUS$16.6b16.6x54x1.8x
Tue, 16 Jan 2024US$951.6bUS$498.4bUS$13.7b15.7x69.2x1.9x
Thu, 14 Dec 2023US$1.0tUS$498.5bUS$13.8b14.9x73.8x2x
Sat, 11 Nov 2023US$908.6bUS$497.5bUS$14.0b10.7x64.8x1.8x
Mon, 09 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x84.9x2.2x
Wed, 06 Sep 2023US$1.1tUS$486.0bUS$13.0b10.7x83.9x2.3x
Fri, 04 Aug 2023US$1.1tUS$483.4bUS$13.6b10.8x83.7x2.3x
Sun, 02 Jul 2023US$1.1tUS$461.3bUS$11.1b9.8x101x2.4x
Tue, 30 May 2023US$856.1bUS$463.8bUS$11.7b5.8x73.4x1.8x
Thu, 27 Apr 2023US$712.3bUS$455.3bUS$6.6b6.3x107.2x1.6x
Sat, 25 Mar 2023US$834.2bUS$446.7bUS$7.0b6.2x119.3x1.9x
Mon, 20 Feb 2023US$939.4bUS$448.4bUS$6.2b9.6x150.3x2.1x
Wed, 18 Jan 2023US$672.6bUS$425.9bUS$15.7b7.6x42.8x1.6x
Fri, 16 Dec 2022US$761.3bUS$425.6bUS$16.5b7.7x46.2x1.8x
Sun, 13 Nov 2022US$895.3bUS$423.5bUS$17.2b8.3x52.1x2.1x
Price to Earnings Ratio

52.1x


Total Market Cap: US$895.3bTotal Earnings: US$17.2bTotal Revenue: US$423.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 99.4x202320242025
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 335x which is higher than its 3-year average PE of 99x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 34% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.1% 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-1.58%
Consumer Discretionary1.00%
Auto0.05%
Automobile Manufacturers0.067%
Motorcycle Manufacturers-5.50%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 101x.
    • Analysts are expecting annual earnings growth of 34.5%, which is higher than its past year's earnings decline of 11.6% 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 11.6x.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 35% 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 growth to stay flat 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$462.075.0%
+US$73.1b		55.6%PE302.6x
RIVN Rivian AutomotiveUS$15.4212.5%
+US$2.3b		58.8%PS3.7x
NIO NIOUS$7.292.1%
+US$371.0m		45.8%PS1.9x
SEV Aptera MotorsUS$8.3717.2%
+US$33.7m		n/aPB8.5x
THO THOR IndustriesUS$104.200.6%
+US$30.5m		-5.4%PE21.2x

Latest News

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F
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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.
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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.
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