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U.S. Auto Industry Analysis

UpdatedDec 22, 2025
DataAggregated Company Financials
Companies43
  • 7D1.4%
  • 3M12.5%
  • 1Y13.3%
  • YTD27.1%

The Auto industry is up 4.6% in the last week, with Tesla up 4.8%. This takes the industry's 12 month performance to a gain of 16%. 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
Mon, 22 Dec 2025US$1.8tUS$536.5bUS$5.2b19.9x349.4x3.4x
Wed, 19 Nov 2025US$1.5tUS$534.8bUS$5.2b16.6x294.9x2.9x
Fri, 17 Oct 2025US$1.6tUS$527.8bUS$5.7b17.5x288x3.1x
Sun, 14 Sep 2025US$1.5tUS$527.8bUS$5.7b18.4x264.7x2.9x
Tue, 12 Aug 2025US$1.2tUS$526.0bUS$5.7b17.9x219.6x2.4x
Thu, 10 Jul 2025US$1.1tUS$527.7bUS$8.6b15.8x132.3x2.2x
Sat, 07 Jun 2025US$1.1tUS$527.7bUS$8.4b8.4x134.1x2.1x
Mon, 05 May 2025US$1.1tUS$527.6bUS$8.4b14x130.2x2.1x
Wed, 02 Apr 2025US$1.0tUS$528.9bUS$9.4b20.2x106.7x1.9x
Fri, 28 Feb 2025US$1.2tUS$534.9bUS$11.5b19.3x104.6x2.2x
Sun, 26 Jan 2025US$1.6tUS$527.3bUS$17.3b17.3x90.1x3x
Tue, 24 Dec 2024US$1.6tUS$527.0bUS$17.1b17.3x93.9x3x
Thu, 21 Nov 2024US$1.4tUS$527.9bUS$17.2b18.9x79.3x2.6x
Sat, 19 Oct 2024US$968.0bUS$519.3bUS$17.0b17.6x57.1x1.9x
Mon, 16 Sep 2024US$991.1bUS$519.6bUS$17.0b13.3x58.3x1.9x
Wed, 14 Aug 2024US$863.3bUS$517.3bUS$16.6b12.9x52x1.7x
Fri, 12 Jul 2024US$1.1tUS$509.5bUS$17.4b18.4x63.3x2.2x
Sun, 09 Jun 2024US$812.7bUS$509.7bUS$17.4b15.1x46.7x1.6x
Tue, 07 May 2024US$852.4bUS$507.9bUS$17.1b17.5x49.8x1.7x
Thu, 04 Apr 2024US$800.4bUS$505.7bUS$18.4b18.3x43.6x1.6x
Sat, 02 Mar 2024US$921.8bUS$504.8bUS$18.0b17.6x51.1x1.8x
Mon, 29 Jan 2024US$824.2bUS$499.2bUS$18.0b15.7x45.7x1.7x
Wed, 27 Dec 2023US$1.1tUS$498.5bUS$13.8b17x78.1x2.2x
Fri, 24 Nov 2023US$1.0tUS$498.2bUS$14.0b11.8x71.9x2x
Sun, 22 Oct 2023US$916.1bUS$486.3bUS$11.3b12x80.9x1.9x
Tue, 19 Sep 2023US$1.1tUS$486.0bUS$13.0b10.5x86.1x2.3x
Thu, 17 Aug 2023US$992.8bUS$486.6bUS$13.7b10.7x72.4x2x
Sat, 15 Jul 2023US$1.2tUS$461.7bUS$11.0b10.2x108.9x2.6x
Mon, 12 Jun 2023US$1.0tUS$462.1bUS$11.0b8.8x93.4x2.2x
Wed, 10 May 2023US$773.6bUS$463.0bUS$10.9b6.2x70.8x1.7x
Fri, 07 Apr 2023US$825.7bUS$446.8bUS$7.1b6.3x116.9x1.8x
Sun, 05 Mar 2023US$886.6bUS$449.0bUS$7.4b9.4x119.4x2x
Tue, 31 Jan 2023US$798.7bUS$432.6bUS$17.1b7.6x46.8x1.8x
Thu, 29 Dec 2022US$584.9bUS$425.3bUS$16.4b6.8x35.6x1.4x
Price to Earnings Ratio

35.6x


Total Market Cap: US$584.9bTotal Earnings: US$16.4bTotal Revenue: US$425.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 110.9x202320242025
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 349x which is higher than its 3-year average PE of 111x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 3.4x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 32% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.0% 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 Market0.26%
Consumer Discretionary0.63%
Auto1.45%
Automobile Manufacturers1.45%
Motorcycle Manufacturers-0.91%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 113x.
    • Analysts are expecting annual earnings growth of 33.6%, which is higher than its past year's earnings decline of 54.4% 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 34% over the next 5 years.
  • This is better than its past earnings decline of 54% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings decline by 5.1% 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$481.201.2%
+US$19.6b		11.8%PE315.1x
RIVN Rivian AutomotiveUS$22.4520.1%
+US$4.6b		63.3%PS4.7x
XPEV XPengUS$19.868.5%
+US$1.5b		55.0%PS1.9x
LI Li AutoUS$17.002.2%
+US$363.4m		-29.5%PE26x
GM General MotorsUS$82.350.5%
+US$346.8m		56.7%PE16.1x

Latest News

AIIO
US$0.31
Robo.ai
7D
-36.5%
1Y
-69.5%
WGO
US$43.73
Winnebago Industries
7D
10.7%
1Y
-8.9%

WGO: Premium Mix Will Support Future Margins Amid Cautious Demand Backdrop

Analysts have nudged their fair value estimate for Winnebago Industries higher, lifting the implied price target from about $44 to roughly $46 per share. This reflects slightly lower discount rate assumptions, a modestly richer long term profit margin outlook, and a still conservative but stable revenue growth profile that together temper concerns over full valuation and cautious Hold and Neutral sector views.
PSNY
US$12.79
Polestar Automotive Holding UK
7D
-4.8%
1Y
-60.5%
RIVN
US$22.45
Rivian Automotive
7D
20.1%
1Y
63.3%
THO
US$106.02
THOR Industries
7D
4.5%
1Y
9.9%
F
US$13.47
Ford Motor
7D
-1.3%
1Y
36.1%
MAMO
US$5.28
Massimo Group
7D
19.5%
1Y
107.9%
HOG
US$21.25
Harley-Davidson
7D
-0.6%
1Y
-30.8%

HOG: New Leadership Will Drive Inventory Clearance And Future Margin Recovery

The analyst price target for Harley-Davidson has edged down by $0.10 as analysts factor in weaker retail demand, ongoing inventory clearance related margin pressure, and mixed views on the pace of recovery despite recent management actions to improve dealer health. Analyst Commentary Recent Street research reflects a divided view on Harley-Davidson's outlook, with some emphasizing operational progress and others highlighting structural headwinds that could weigh on valuation and earnings power.
VFS
US$3.43
VinFast Auto
7D
-1.2%
1Y
-18.5%

VFS: Electric Bus Expansion Will Support Stronger Long-Term Market Position

Analysts have modestly raised their price target on VinFast Auto, reflecting a slightly higher fair value estimate of approximately 6.36 dollars per share. This change is supported by a lower perceived discount rate and only minor adjustments to long term growth and profitability assumptions.
TSLA
US$481.20
Tesla
7D
1.2%
1Y
11.8%

TSLA: AI And Autonomy Focus Will Deepen Risks From Weakening Core Demand

Analysts have modestly trimmed their Tesla price target to approximately $391 per share, reflecting slightly higher discount rates and marginally lower long term growth and margin assumptions, even as they continue to see meaningful upside from AI, autonomy and energy storage over time. Analyst Commentary Recent Street research on Tesla reflects a wide dispersion of views, with some firms leaning into the company’s AI and robotics optionality while others remain focused on execution risk in the core auto and capital intensity of the growth agenda.
XPEV
US$19.86
XPeng
7D
8.5%
1Y
55.0%

XPEV AI Robotaxis Will Drive Long Term Mobility Upside

Analysts have raised their fair value estimate for XPeng to about $40.51 from $33.26. This reflects increased confidence in long term profitability and new total addressable market opportunities from AI enabled models, robotaxis, and robotics, despite slightly moderated near term growth assumptions.
LI
US$17.00
Li Auto
7D
2.2%
1Y
-29.5%

LI: Shares Will Recover As Global Expansion Progress Supports Long Term Upside

Analysts have trimmed their price target on Li Auto by roughly $4 per share to about $19. They cite a slightly higher discount rate and lower future valuation multiples, despite stronger long term revenue growth and margin expectations, amid concerns over the company’s uncertain global expansion strategy and intense competition in China’s auto market.
GM
US$82.35
General Motors
7D
0.5%
1Y
56.7%

GM: Shares Will Reflect Fair Value Amid Tariff Relief And EV Reset

Analysts have modestly lifted our General Motors fair value estimate to approximately $76 per share from about $74 per share, reflecting higher price targets supported by strong Q3 beat and raise dynamics, improving revenue growth expectations, and increased confidence in GM's ability to navigate tariffs and onshoring tailwinds into 2026. Analyst Commentary Street research following GM's Q3 beat and raise has skewed positive, with numerous upward revisions to price targets and earnings estimates.
LOT
US$1.34
Lotus Technology
7D
-3.6%
1Y
-65.6%
LVWR
US$4.79
LiveWire Group
7D
-3.8%
1Y
-2.0%

LiveWire Group, Inc. (NYSE:LVWR) May Have Run Too Fast Too Soon With Recent 33% Price Plummet

Nov 20
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SEV
US$4.92
Aptera Motors
7D
-11.2%
1Y
n/a