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U.S. Auto Industry Analysis

UpdatedDec 13, 2025
DataAggregated Company Financials
Companies44
  • 7D1.0%
  • 3M15.0%
  • 1Y6.9%
  • YTD21.3%

The Auto industry has been flat over the last week, but XPeng has lost 5.1%. As for the the longer term, the industry is up 6.9% over the past 12 months. As for the next few years, earnings are expected to grow by 33% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Dec 2025US$1.7tUS$536.4bUS$5.2b19.2x338.6x3.3x
Mon, 10 Nov 2025US$1.6tUS$536.0bUS$4.9b17.8x337.1x3.1x
Wed, 08 Oct 2025US$1.7tUS$527.9bUS$5.7b18.2x298.5x3.2x
Fri, 05 Sep 2025US$1.3tUS$527.7bUS$5.7b18.3x222.3x2.4x
Sun, 03 Aug 2025US$1.2tUS$525.7bUS$5.3b17.7x217x2.2x
Tue, 01 Jul 2025US$1.2tUS$527.8bUS$8.6b14.9x142.2x2.3x
Thu, 29 May 2025US$1.3tUS$527.2bUS$8.6b8.4x156.9x2.6x
Sat, 26 Apr 2025US$1.1tUS$526.9bUS$8.4b19.4x129.5x2.1x
Mon, 24 Mar 2025US$975.9bUS$529.1bUS$9.3b15.8x104.5x1.8x
Wed, 19 Feb 2025US$1.4tUS$534.5bUS$10.7b17.5x131.5x2.6x
Fri, 17 Jan 2025US$1.6tUS$526.8bUS$17.2b17.2x94.7x3.1x
Sun, 15 Dec 2024US$1.7tUS$527.3bUS$17.1b21.2x96.9x3.1x
Tue, 12 Nov 2024US$1.3tUS$527.9bUS$16.8b17.2x77x2.5x
Thu, 10 Oct 2024US$1.0tUS$519.4bUS$17.0b19.2x61.5x2x
Sat, 07 Sep 2024US$926.5bUS$519.7bUS$17.0b13.5x54.5x1.8x
Mon, 05 Aug 2024US$899.8bUS$517.1bUS$16.6b12.8x54.1x1.7x
Wed, 03 Jul 2024US$918.0bUS$509.4bUS$17.4b18x52.8x1.8x
Fri, 31 May 2024US$814.3bUS$509.9bUS$17.5b14.7x46.6x1.6x
Sun, 28 Apr 2024US$790.3bUS$507.8bUS$17.1b16.2x46.1x1.6x
Tue, 26 Mar 2024US$806.9bUS$505.6bUS$18.2b17.6x44.4x1.6x
Thu, 22 Feb 2024US$876.7bUS$500.8bUS$16.6b16.6x52.8x1.8x
Sat, 20 Jan 2024US$919.4bUS$498.3bUS$13.8b15.9x66.5x1.8x
Mon, 18 Dec 2023US$1.1tUS$498.7bUS$13.8b15.6x78.6x2.2x
Wed, 15 Nov 2023US$957.0bUS$497.8bUS$14.1b11.5x67.9x1.9x
Fri, 13 Oct 2023US$1.1tUS$484.8bUS$12.8b12.3x85.9x2.3x
Sun, 10 Sep 2023US$1.1tUS$485.8bUS$13.1b10.6x81.6x2.2x
Tue, 08 Aug 2023US$1.1tUS$483.4bUS$13.6b10.4x81.1x2.3x
Thu, 06 Jul 2023US$1.2tUS$461.3bUS$11.0b9.7x108.5x2.6x
Sat, 03 Jun 2023US$925.6bUS$463.8bUS$11.7b5.9x79.3x2x
Mon, 01 May 2023US$753.2bUS$455.7bUS$6.7b6.1x112.1x1.7x
Wed, 29 Mar 2023US$832.2bUS$446.8bUS$7.0b6.4x118.8x1.9x
Fri, 24 Feb 2023US$902.3bUS$448.5bUS$6.8b9.4x132.1x2x
Sun, 22 Jan 2023US$674.3bUS$425.9bUS$15.7b7.3x42.9x1.6x
Tue, 20 Dec 2022US$721.0bUS$425.3bUS$16.4b7.3x43.9x1.7x
Price to Earnings Ratio

43.9x


Total Market Cap: US$721.0bTotal Earnings: US$16.4bTotal Revenue: US$425.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 108.5x202320242025
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 339x which is higher than its 3-year average PE of 108x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 3.3x.
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 Market-0.66%
Consumer Discretionary0.20%
Auto0.96%
Automobile Manufacturers0.96%
Motorcycle Manufacturers-0.66%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 110x.
    • Analysts are expecting annual earnings growth of 33.1%, which is higher than its past year's earnings decline of 10.5% 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 33% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings decline by 4.9% 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$458.960.9%
+US$13.2b		5.2%PE300.5x
GM General MotorsUS$80.896.4%
+US$4.5b		54.0%PE15.8x
F Ford MotorUS$13.765.6%
+US$2.9b		32.4%PE11.7x
RIVN Rivian AutomotiveUS$18.422.6%
+US$576.2m		28.2%PS3.9x
LVWR LiveWire GroupUS$4.9417.9%
+US$153.0m		-13.9%PS40.2x

Latest News

TSLA
US$458.96
Tesla
7D
0.9%
1Y
5.2%
NIO
US$5.03
NIO
7D
-0.2%
1Y
11.5%
AIIO
US$0.54
Robo.ai
7D
-11.8%
1Y
-48.9%
RIVN
US$18.42
Rivian Automotive
7D
2.6%
1Y
28.2%
XPEV
US$18.99
XPeng
7D
-5.1%
1Y
54.4%

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.
MAMO
US$4.31
Massimo Group
7D
24.2%
1Y
63.3%
HOG
US$21.59
Harley-Davidson
7D
-7.6%
1Y
-33.8%
LI
US$17.08
Li Auto
7D
-4.0%
1Y
-23.1%

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$80.89
General Motors
7D
6.4%
1Y
54.0%

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.
PSNY
US$14.33
Polestar Automotive Holding UK
7D
-20.4%
1Y
-53.2%

PSNY: Expanded Finnish Network And Nasdaq Compliance Window Will Support Long Term Upside

Analysts have adjusted their 12 month price target for Polestar Automotive Holding UK from approximately 11.50 dollars to 11.68 dollars, citing slightly softer long term revenue growth and profit margin assumptions, along with a sharply higher future earnings multiple that together temper near term upside potential. What's in the News Wetteri to open a full service Polestar store in Kuopio, covering sales, maintenance, and spare parts from its Neulalammintie 4 location, with a grand opening slated for November 6, 2025 (client announcement) Full service Polestar representation to be available through Wetteri in both Kuopio and Oulu, strengthening the brand's presence in key Finnish markets (client announcement) Wetteri designated as Polestar's authorised service partner across multiple Finnish cities, including Joensuu, Kajaani, Kemi, Kuusamo, Lempaala, Pori, Rauma, and Ylivieska (client announcement) Polestar Automotive Holding UK PLC receives notice from Nasdaq for non compliance with the 1.00 dollar minimum bid price requirement for its ADSs, triggering a 180 day window, until April 29, 2026, to regain compliance (Nasdaq notice) Failure to regain compliance within the initial period may allow an additional 180 day extension, while Polestar's securities continue trading on Nasdaq provided other listing standards are met (Nasdaq notice) Valuation Changes Fair Value: increased from 1 to 30.00 dollars, implying a substantially higher long term intrinsic value estimate.
LCID
US$12.54
Lucid Group
7D
-6.6%
1Y
-51.4%

LCID: Robotaxi Partnership Will Drive Future Autonomous Expansion Despite Capital Needs

Lucid Group's analyst price target has been revised lower, with recent moves including cuts such as $21 to $17 and $70 to $30, as analysts cite ongoing capital needs despite confidence in the company's technology, product lineup, and long term growth potential. Analyst Commentary Analyst views on Lucid Group have become more nuanced, balancing confidence in the company’s technology and product roadmap with heightened scrutiny of its capital structure and execution risk.
WGO
US$39.24
Winnebago Industries
7D
3.2%
1Y
-29.2%

WGO: Shares Will Rise On Premium Demand Recovery Despite Muted RV Environment

Analysts have modestly raised their price target on Winnebago Industries, lifting it by several dollars into the low $40s per share, citing balanced views on still-muted RV demand, flatter 2026 wholesale expectations, and a fuller near term valuation, offset by conservative earnings guidance and selective optimism on the premium segment. Analyst Commentary Street research commentary on Winnebago highlights a mixed but generally balanced stance, with incremental price target increases tempered by ongoing concerns around demand normalization, inventory, and valuation after the recent share price rally.
THO
US$102.46
THOR Industries
7D
1.6%
1Y
-2.1%
F
US$13.76
Ford Motor
7D
5.6%
1Y
32.4%

F: Future Prospects Will Depend On EV Division Losses And Aluminum Supply Recovery

Ford Motor’s analyst price target has recently increased by $0.25 to $12.52. Analysts cite better-than-expected Q3 results, the positive impact of policy adjustments, and the outlook for improved earnings despite ongoing EV losses.
VFS
US$3.30
VinFast Auto
7D
-1.8%
1Y
-26.5%

VinFast Auto: More Growing Pains

Nov 27
LVWR
US$4.94
LiveWire Group
7D
17.9%
1Y
-13.9%

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

Nov 20
LiveWire Group, Inc. (NYSE:LVWR) May Have Run Too Fast Too Soon With Recent 33% Price Plummet