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U.S. Auto Industry Analysis

UpdatedNov 27, 2021
DataAggregated Company Financials
Companies36
  • 7D-4.1%
  • 3M45.3%
  • 1Y59.5%
  • YTD40.9%

Over the last 7 days, the Auto industry has dropped 4.1%, driven by a pullback from Tesla of 4.8%. Meanwhile, XPeng actually outperformed within the industry, gaining 9.0% in the last week. This takes the industry's 12 month performance to a gain of 60%.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Sun, 28 Nov 2021US$1.7tUS$348.6bUS$9.4b25.6x
Tue, 26 Oct 2021US$1.4tUS$357.1bUS$13.9b18.7x
Thu, 23 Sep 2021US$1.1tUS$350.8bUS$12.5b15.5x
Sat, 21 Aug 2021US$1.0tUS$350.8bUS$12.5b14.7x
Sat, 05 Jun 2021US$935.7bUS$317.0bUS$11.6b26.8x
Tue, 09 Mar 2021US$959.2bUS$306.7bUS$4.9b38.5x
Mon, 30 Nov 2020US$837.2bUS$297.8bUS$2.5b37.5x
Thu, 03 Sep 2020US$611.1bUS$291.5b-US$368,383,998.1142.2x
Sun, 07 Jun 2020US$256.6bUS$331.0bUS$2.8b27.5x
Sat, 29 Feb 2020US$234.7bUS$338.9bUS$7.3b21.8x
Tue, 03 Dec 2019US$189.7bUS$347.3bUS$11.0b21.5x
Fri, 06 Sep 2019US$168.8bUS$348.4bUS$12.1b17.9x
Mon, 10 Jun 2019US$158.3bUS$347.3bUS$9.4b12.3x
Sun, 03 Mar 2019US$191.2bUS$348.6bUS$9.0b11.1x
Wed, 05 Dec 2018US$191.9bUS$343.9bUS$4.0b12.8x
PE Ratio

12.8x

Total Market Cap: US$191.9bTotal Earnings: US$4.0bTotal Revenue: US$343.9b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 24.5x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Auto industry have grown 33% per year over the last three years, while revenues have remained mostly flat. This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

Automobile Manufacturers-4.14%
Motorcycle Manufacturers-4.42%

Industry PE: Investors are most optimistic about the Motorcycle Manufacturers industry even though it's trading below its 3-year average PE ratio of 219x. However analysts are expecting annual earnings growth of 15%, which is lower than the prior year's growth of 209% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Automobile Manufacturers industry. Although, investor sentiment seems to have improved given its trading above its 3-year average of 20.9x.

Forecasted Growth: Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 36% over the next 5 years. However this is lower than its past earnings growth rate of 240% per year. Meanwhile, the Motorcycle Manufacturers industry is expected to see its earnings grow by 15% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
XPEV XPeng9.0%+US$3.6b-20.5%PS18.3x
NIO NIO3.4%+US$2.1b-25.9%PS12.4x
LI Li Auto5.9%+US$1.8b-17.9%PS13.8x
F Ford Motor1.9%+US$1.4b117.3%PE27.5x
GOEV Canoo22.0%+US$525.0m-2.7%PB6.3x
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Latest News

XPEV

US$51.11

XPeng

7D

9.0%

1Y

-20.5%

ARVL

US$9.62

Arrival

7D

-8.4%

1Y

-60.1%

GOEV

US$12.22

Canoo

7D

22.0%

1Y

-2.7%

TSLA

US$1,081.92

Tesla

7D

-4.8%

1Y

84.7%