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U.S. Auto Industry Analysis

UpdatedDec 22, 2024
DataAggregated Company Financials
Companies50
  • 7D-3.3%
  • 3M50.9%
  • 1Y48.5%
  • YTD50.5%

Over the last 7 days, the Auto industry has dropped 3.3%, driven by a pullback from Tesla of 3.5%. In contrast, Li Auto has gained 6.1%. This takes the industry's 12 month performance to a gain of 49%. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Dec 2024US$1.6tUS$527.0bUS$17.1b16.9x93.9x3x
Tue, 19 Nov 2024US$1.3tUS$527.7bUS$16.9b16.3x76x2.4x
Thu, 17 Oct 2024US$962.9bUS$519.2bUS$17.0b17.5x56.8x1.9x
Sat, 14 Sep 2024US$987.9bUS$519.6bUS$17.0b13.3x58.2x1.9x
Mon, 12 Aug 2024US$874.6bUS$517.1bUS$16.4b13.3x53.5x1.7x
Wed, 10 Jul 2024US$1.1tUS$509.5bUS$17.4b16.7x61.1x2.1x
Fri, 07 Jun 2024US$816.7bUS$509.8bUS$17.5b15.1x46.7x1.6x
Sun, 05 May 2024US$838.5bUS$507.8bUS$17.1b17.3x48.9x1.7x
Tue, 02 Apr 2024US$826.7bUS$505.5bUS$18.2b18.4x45.3x1.6x
Thu, 29 Feb 2024US$918.0bUS$504.8bUS$17.5b17.3x52.6x1.8x
Sat, 27 Jan 2024US$820.8bUS$499.2bUS$18.0b15.7x45.5x1.6x
Mon, 25 Dec 2023US$1.1tUS$498.5bUS$13.8b16.7x78.2x2.2x
Wed, 22 Nov 2023US$1.0tUS$498.2bUS$14.0b12x71.7x2x
Fri, 20 Oct 2023US$942.3bUS$486.3bUS$11.3b12x83.2x1.9x
Sun, 17 Sep 2023US$1.2tUS$486.0bUS$13.0b10.6x88.7x2.4x
Tue, 15 Aug 2023US$1.0tUS$486.7bUS$14.1b11x74.1x2.1x
Thu, 13 Jul 2023US$1.2tUS$461.6bUS$11.0b10.1x106.6x2.5x
Sat, 10 Jun 2023US$1.0tUS$462.1bUS$11.0b8.8x93.4x2.2x
Mon, 08 May 2023US$777.6bUS$462.9bUS$11.6b6.2x66.9x1.7x
Wed, 05 Apr 2023US$854.5bUS$446.8bUS$7.1b6.4x120.8x1.9x
Fri, 03 Mar 2023US$867.3bUS$450.1bUS$7.5b9.3x115.1x1.9x
Sun, 29 Jan 2023US$845.8bUS$432.5bUS$17.1b7.7x49.5x2x
Tue, 27 Dec 2022US$627.2bUS$425.3bUS$16.4b7x38.2x1.5x
Thu, 24 Nov 2022US$853.1bUS$425.5bUS$17.0b8.1x50.2x2x
Sat, 22 Oct 2022US$919.3bUS$394.8bUS$17.9b7.5x51.4x2.3x
Mon, 19 Sep 2022US$1.3tUS$395.0bUS$18.0b8.5x69.8x3.2x
Wed, 17 Aug 2022US$1.3tUS$396.1bUS$16.3b8.6x80.8x3.3x
Fri, 15 Jul 2022US$1.1tUS$374.7bUS$18.0b7.8x59.5x2.9x
Sun, 12 Jun 2022US$1.0tUS$373.4bUS$18.6b14.3x54.7x2.7x
Tue, 10 May 2022US$1.2tUS$370.2bUS$19.6b8.8x60x3.2x
Thu, 07 Apr 2022US$1.4tUS$360.3bUS$21.7b8.5x66x4x
Sat, 05 Mar 2022US$1.2tUS$357.4bUS$23.8b7.8x51.1x3.4x
Mon, 31 Jan 2022US$1.2tUS$358.2bUS$10.7b12.8x116.3x3.5x
Wed, 29 Dec 2021US$1.6tUS$351.2bUS$8.7b21x185.4x4.6x
Price to Earnings Ratio

185.4x


Total Market Cap: US$1.6tTotal Earnings: US$8.7bTotal Revenue: US$351.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 72.6x202220232024
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 96.5x which is higher than its 3-year average PE of 72.6x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have grown 25% per year over the last three years.
  • Revenues for these companies have grown 14% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-2.37%
Consumer Discretionary-2.56%
Auto-3.30%
Automobile Manufacturers-3.29%
Motorcycle Manufacturers-6.89%
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 12.1%, which is lower than the prior year's growth of 14.4% per year.
  • Investors are most pessimistic about the Motorcycle Manufacturers industry, which is trading close to its 3-year average of 17.4x.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 12% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 7.1% 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
LI Li AutoUS$23.566.1%
+US$1.4b
-29.0%PE16.9x
LCID Lucid GroupUS$3.0217.1%
+US$1.3b
-29.1%PS12.4x
XPEV XPengUS$12.642.8%
+US$322.4m
-8.5%PS2.3x
LOT Lotus TechnologyUS$3.657.0%
+US$162.5m
n/aPS2.4x
NIO NIOUS$4.540.7%
+US$63.1m
-46.1%PS1.1x
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Latest News

THO

US$97.26

THOR Industries

7D

-7.0%

1Y

-18.7%

GM

US$51.81

General Motors

7D

-1.4%

1Y

43.8%

NWTN

US$1.08

NWTN

7D

2.9%

1Y

-85.7%

XPEV

US$12.64

XPeng

7D

2.8%

1Y

-8.5%

VFS

US$4.22

VinFast Auto

7D

-6.0%

1Y

-47.2%

AIEV

US$0.34

Thunder Power Holdings

7D

23.5%

1Y

-96.8%

SVMH

US$0.03

SRIVARU Holding

7D

6.0%

1Y

-92.4%