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U.S. Auto Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies44
  • 7D4.3%
  • 3M17.9%
  • 1Y23.2%
  • YTD11.8%

Over the last 7 days, the Auto industry has risen 1.9%, driven by gains from Tesla of 4.5%. In the same time, NIO was down 8.0%. This takes the industry's 12 month performance to a gain of 22%. 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
Wed, 26 Nov 2025US$1.5tUS$537.6bUS$5.4b16x277x2.8x
Fri, 24 Oct 2025US$1.7tUS$530.6bUS$3.2b19.8x518.1x3.1x
Sun, 21 Sep 2025US$1.6tUS$527.9bUS$5.7b18.8x283.8x3.1x
Tue, 19 Aug 2025US$1.3tUS$526.1bUS$5.6b18.1x221.8x2.4x
Thu, 17 Jul 2025US$1.2tUS$527.7bUS$8.6b15.1x138.3x2.2x
Sat, 14 Jun 2025US$1.2tUS$527.7bUS$8.6b8.3x142.4x2.3x
Mon, 12 May 2025US$1.1tUS$525.7bUS$8.4b14.2x134.8x2.2x
Wed, 09 Apr 2025US$904.7bUS$528.6bUS$9.4b17.1x95.8x1.7x
Fri, 07 Mar 2025US$1.2tUS$535.2bUS$11.5b17.7x100.5x2.2x
Sun, 02 Feb 2025US$1.5tUS$532.5bUS$8.4b17.4x185x2.9x
Tue, 31 Dec 2024US$1.6tUS$527.0bUS$17.2b17.4x95.7x3.1x
Thu, 28 Nov 2024US$1.3tUS$527.9bUS$17.2b20.1x78.1x2.5x
Sat, 26 Oct 2024US$1.1tUS$525.6bUS$17.2b20.1x65.8x2.2x
Mon, 23 Sep 2024US$1.0tUS$519.9bUS$17.0b12.6x60.1x2x
Wed, 21 Aug 2024US$962.0bUS$517.5bUS$16.5b16.2x58.2x1.9x
Fri, 19 Jul 2024US$1.1tUS$509.6bUS$17.4b19.6x61.2x2.1x
Sun, 16 Jun 2024US$807.9bUS$509.6bUS$17.4b13.9x46.5x1.6x
Tue, 14 May 2024US$802.8bUS$508.6bUS$17.2b17.2x46.8x1.6x
Thu, 11 Apr 2024US$830.5bUS$505.6bUS$18.4b19.8x45.2x1.6x
Sat, 09 Mar 2024US$821.9bUS$504.9bUS$18.0b15.9x45.5x1.6x
Mon, 05 Feb 2024US$847.4bUS$498.9bUS$18.1b16x46.7x1.7x
Wed, 03 Jan 2024US$1.1tUS$498.4bUS$13.8b16.6x76.9x2.1x
Fri, 01 Dec 2023US$1.0tUS$498.4bUS$13.9b11.5x73.7x2.1x
Sun, 29 Oct 2023US$892.8bUS$492.8bUS$13.1b10x68.4x1.8x
Tue, 26 Sep 2023US$1.0tUS$485.9bUS$13.0b10.6x80.4x2.2x
Thu, 24 Aug 2023US$1.0tUS$486.4bUS$13.5b10.7x76.1x2.1x
Sat, 22 Jul 2023US$1.1tUS$469.5bUS$11.4b10.4x97.9x2.4x
Mon, 19 Jun 2023US$1.1tUS$462.2bUS$11.1b9x99.4x2.4x
Wed, 17 May 2023US$762.1bUS$464.6bUS$11.4b5.6x66.7x1.6x
Fri, 14 Apr 2023US$831.5bUS$446.9bUS$7.1b6.4x117.6x1.9x
Sun, 12 Mar 2023US$783.5bUS$447.5bUS$7.2b7.8x108.8x1.8x
Tue, 07 Feb 2023US$901.3bUS$448.7bUS$6.4b10x140x2x
Thu, 05 Jan 2023US$604.8bUS$425.6bUS$16.4b7.1x36.9x1.4x
Sat, 03 Dec 2022US$903.4bUS$426.0bUS$16.8b8.1x53.6x2.1x
Price to Earnings Ratio

53.6x


Total Market Cap: US$903.4bTotal Earnings: US$16.8bTotal Revenue: US$426.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 104.2x202320242025
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 277x which is higher than its 3-year average PE of 104x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 31% 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 Market2.41%
Consumer Discretionary3.37%
Auto4.28%
Automobile Manufacturers4.28%
Motorcycle Manufacturers2.49%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 106x.
    • Analysts are expecting annual earnings growth of 34.2%, 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 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 decline by 4.4% 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$419.404.5%
+US$60.4b		24.0%PE274.6x
GM General MotorsUS$72.787.1%
+US$4.5b		32.8%PE14.3x
RIVN Rivian AutomotiveUS$15.563.8%
+US$698.8m		34.7%PS3.3x
F Ford MotorUS$13.171.2%
+US$597.7m		18.6%PE11.2x
THO THOR IndustriesUS$107.3010.4%
+US$532.6m		-3.4%PE21.9x

Latest News

GM
US$72.78
General Motors
7D
7.1%
1Y
32.8%
NIO
US$5.50
NIO
7D
-8.0%
1Y
27.6%
NIU
US$3.66
Niu Technologies
7D
-4.7%
1Y
104.5%

NIU: Revenue Outlook Will Sustain Share Price Gains Into 2025

Analysts have slightly lowered their price target for Niu Technologies, reducing the fair value estimate from $4.88 to $4.86 per share. This change is due to adjustments to projected revenue growth and updated discount rate assumptions.
LCID
US$13.13
Lucid Group
7D
1.3%
1Y
-38.5%

LCID: Autonomous Ride Partnership Will Accelerate Expansion Amid Robotaxi Launches

Analysts have lowered their average price target for Lucid Group from approximately $22.88 to $18.43. This revision reflects expectations for the need of additional capital in the coming years and dilution from recent convertible note offerings.
VFS
US$3.19
VinFast Auto
7D
-10.9%
1Y
-19.2%
WGO
US$36.25
Winnebago Industries
7D
11.3%
1Y
-37.9%

WGO: Shares Will Rise on Fiscal 2026 Guidance and Premium Market Position

Analysts have modestly raised their average price target for Winnebago Industries, citing conservative company guidance and stable but subdued retail and wholesale demand in the North American RV market. Analyst Commentary Recent analyst coverage of Winnebago Industries reflects a balanced outlook, highlighting both potential opportunities and ongoing risks as the company navigates current market conditions.
F
US$13.17
Ford Motor
7D
1.2%
1Y
18.6%
THO
US$107.30
THOR Industries
7D
10.4%
1Y
-3.4%
ZK
US$26.86
ZEEKR Intelligent Technology Holding
7D
-1.3%
1Y
19.7%
XPEV
US$21.62
XPeng
7D
2.1%
1Y
81.5%
TSLA
US$419.40
Tesla
7D
4.5%
1Y
24.0%

TSLA: Mixed Delivery Trends And Execution Risks Will Shape Outlook Amid Leadership Uncertainty

Tesla’s analyst price target has increased modestly to approximately $392.93, up about $1.61. Analysts point to stabilizing delivery volumes and a slightly stronger revenue growth outlook, partially offset by narrower profit margins.
RIVN
US$15.56
Rivian Automotive
7D
3.8%
1Y
34.7%

RIVN: Near-Term Demand Shifts And Industry Tailwinds Will Shape Future Performance

Rivian Automotive's analyst price target has increased modestly from $14.35 to $14.79. This change reflects analysts' expectations for improved revenue growth in the electric vehicle sector and ongoing long-term demand, despite near-term market challenges.
LI
US$18.32
Li Auto
7D
-1.9%
1Y
-16.1%
GGR
US$3.73
Gogoro
7D
-2.1%
1Y
-64.8%
SEV
US$5.76
Aptera Motors
7D
-13.3%
1Y
n/a
EZGO
US$2.20
EZGO Technologies
7D
-33.1%
1Y
-90.6%