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U.S. Auto Industry Analysis

UpdatedApr 13, 2025
DataAggregated Company Financials
Companies44
  • 7D4.5%
  • 3M-32.4%
  • 1Y34.1%
  • YTD-30.2%

In the last week, the Auto industry is up 4.5%, with Tesla up 5.4%. In the last 12 months, the industry was up 34%. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Apr 2025US$971.6bUS$528.8bUS$9.4b18.2x103.2x1.8x
Wed, 12 Mar 2025US$966.9bUS$535.3bUS$11.5b18x84.1x1.8x
Fri, 07 Feb 2025US$1.5tUS$534.4bUS$10.7b17.7x137.3x2.7x
Sun, 05 Jan 2025US$1.6tUS$526.9bUS$17.2b17.8x91.6x3x
Tue, 03 Dec 2024US$1.4tUS$527.7bUS$17.2b19.3x79.7x2.6x
Thu, 31 Oct 2024US$1.1tUS$528.0bUS$16.9b20.2x65.1x2.1x
Sat, 28 Sep 2024US$1.1tUS$519.9bUS$17.0b15.1x63.4x2.1x
Mon, 26 Aug 2024US$966.8bUS$517.9bUS$17.0b14.7x56.7x1.9x
Wed, 24 Jul 2024US$1.1tUS$509.5bUS$17.4b15.2x61.7x2.1x
Fri, 21 Jun 2024US$831.4bUS$509.5bUS$17.4b13.8x47.8x1.6x
Sun, 19 May 2024US$821.1bUS$508.7bUS$17.3b15.9x47.5x1.6x
Tue, 16 Apr 2024US$795.5bUS$505.5bUS$18.3b16.2x43.4x1.6x
Thu, 14 Mar 2024US$807.3bUS$504.9bUS$18.1b15.7x44.6x1.6x
Sat, 10 Feb 2024US$874.6bUS$500.9bUS$16.3b16.6x53.8x1.7x
Mon, 08 Jan 2024US$1.0tUS$498.4bUS$13.7b15.6x74.2x2x
Wed, 06 Dec 2023US$1.0tUS$499.1bUS$13.9b12x72.9x2x
Fri, 03 Nov 2023US$932.1bUS$493.1bUS$13.2b10.9x70.8x1.9x
Sun, 01 Oct 2023US$1.1tUS$484.8bUS$12.8b12.8x83.3x2.2x
Tue, 29 Aug 2023US$1.0tUS$486.3bUS$13.5b10.5x76.5x2.1x
Thu, 27 Jul 2023US$1.1tUS$478.6bUS$12.3b10.7x93.4x2.4x
Sat, 24 Jun 2023US$1.1tUS$461.4bUS$11.0b8.9x97.5x2.3x
Mon, 22 May 2023US$809.5bUS$464.5bUS$11.4b5.7x70.8x1.7x
Wed, 19 Apr 2023US$830.0bUS$446.9bUS$7.0b6.6x118.2x1.9x
Fri, 17 Mar 2023US$813.5bUS$447.5bUS$7.2b7.6x113x1.8x
Sun, 12 Feb 2023US$896.0bUS$448.6bUS$6.4b9.4x139.1x2x
Tue, 10 Jan 2023US$628.8bUS$425.9bUS$16.3b7.3x38.5x1.5x
Thu, 08 Dec 2022US$823.8bUS$426.1bUS$16.8b7.8x49x1.9x
Sat, 05 Nov 2022US$917.6bUS$422.0bUS$17.9b7.8x51.4x2.2x
Mon, 03 Oct 2022US$1.1tUS$394.9bUS$17.8b7.1x60.9x2.8x
Wed, 31 Aug 2022US$1.2tUS$396.3bUS$17.3b8.3x68.9x3x
Fri, 29 Jul 2022US$1.2tUS$381.3bUS$18.0b8.5x65.6x3.1x
Sun, 26 Jun 2022US$1.1tUS$373.9bUS$18.6b15.5x58.6x2.9x
Tue, 24 May 2022US$983.3bUS$371.4bUS$18.2b12.4x54.1x2.6x
Thu, 21 Apr 2022US$1.3tUS$360.5bUS$21.6b9.6x62x3.7x
Price to Earnings Ratio

62x


Total Market Cap: US$1.3tTotal Earnings: US$21.6bTotal Revenue: US$360.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 73.1x202320242025
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 103x which is higher than its 3-year average PE of 73.0x.
  • The 3-year average PS ratio of 2.2x is higher than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 24% per year over the last three years.
  • Meanwhile revenues for these companies have grown 14% 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 Market5.42%
Consumer Discretionary3.66%
Auto4.46%
Automobile Manufacturers4.48%
Motorcycle Manufacturers-0.081%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 75.0x.
    • Analysts are expecting annual earnings growth of 22.3%, which is higher than its past year's earnings decline of 28.3% 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 18.5x.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline of 28% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 8.8% 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$252.315.4%
+US$41.4b
47.5%PE113.8x
LCID Lucid GroupUS$2.509.6%
+US$666.9m
0.4%PS9.4x
NIO NIOUS$3.521.7%
+US$619.4m
-14.4%PS0.9x
XPEV XPengUS$20.002.9%
+US$541.7m
168.1%PS3.4x
LI Li AutoUS$23.230.7%
+US$308.6m
-21.0%PE21.3x
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Latest News

HOG

US$22.54

Harley-Davidson

7D

-1.9%

1Y

-43.2%

TSLA

US$252.31

Tesla

7D

5.4%

1Y

47.5%

RIVN

US$11.47

Rivian Automotive

7D

2.3%

1Y

25.6%

LOT

US$1.18

Lotus Technology

7D

-14.8%

1Y

-82.4%

WGO

US$31.12

Winnebago Industries

7D

-5.5%

1Y

-51.7%

LI

US$23.23

Li Auto

7D

0.7%

1Y

-21.0%

F

US$9.33

Ford Motor

7D

-2.6%

1Y

-26.0%

LCID

US$2.50

Lucid Group

7D

9.6%

1Y

0.4%