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U.S. Auto Industry Analysis

UpdatedDec 06, 2023
DataAggregated Company Financials
Companies49
  • 7D-2.6%
  • 3M-6.0%
  • 1Y19.9%
  • YTD75.4%

Over the last 7 days, the Auto industry has dropped 2.6%, driven by Tesla declining 3.2%. On the other hand General Motors is actually up 13%. This takes the industry's 12 month performance to a gain of 20%. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sat, 19 Mar 2022US$1.3tUS$358.6bUS$21.8b8.1x59.6x3.6x
Mon, 14 Feb 2022US$1.3tUS$356.5bUS$24.8b9.9x52.1x3.6x
Wed, 12 Jan 2022US$1.6tUS$351.2bUS$8.7b17.9x184.5x4.6x
Fri, 10 Dec 2021US$1.5tUS$350.8bUS$9.6b22.6x160.9x4.4x
Sun, 07 Nov 2021US$1.7tUS$347.2bUS$11.7b26.9x143.5x4.8x
Tue, 05 Oct 2021US$1.1tUS$352.0bUS$12.6b16.8x89.8x3.2x
Thu, 02 Sep 2021US$1.1tUS$350.8bUS$12.5b15.2x87.1x3.1x
Sat, 31 Jul 2021US$1.1tUS$350.8bUS$12.5b16.3x85.9x3.1x
Tue, 04 May 2021US$1.0tUS$316.5bUS$11.5b28x86.7x3.2x
Fri, 05 Feb 2021US$1.1tUS$306.5bUS$4.8b55.5x226.9x3.6x
Price to Earnings Ratio

205.1x


Total Market Cap: US$968.4bTotal Earnings: US$4.7bTotal Revenue: US$305.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 85.8x20222023
Current Industry PE
  • Investors are pessimistic on the American Auto industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 72.9x which is lower than its 3-year average PE of 85.8x.
  • The 3-year average PS ratio of 2.8x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have grown 43% per year over the last three years.
  • Revenues for these companies have grown 18% 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 Market0.56%
Consumer Discretionary0.10%
Auto-2.56%
Motorcycle Manufacturers0.21%
Automobile Manufacturers-2.58%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry even though it's trading below its 3-year average PE ratio of 96.7x.
    • Analysts are expecting annual earnings growth of 20.8%, which is higher than its past year's earnings decline of 17.6% per year.
  • Investors are most pessimistic about the Motorcycle Manufacturers industry, which is trading below its 3-year average of 103x.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 18% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 4.6% 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
GM General MotorsUS$32.6813.1%
+US$5.2b
-14.0%PE4.5x
F Ford MotorUS$10.602.2%
+US$920.7m
-20.2%PE6.9x
NIO NIOUS$7.433.1%
+US$391.3m
-43.9%PS1.7x
THO THOR IndustriesUS$103.003.1%
+US$165.7m
22.6%PE14.7x
PSNY Polestar Automotive Holding UKUS$2.142.9%
+US$126.6m
-62.3%PS1.6x
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Latest News

XPEV

US$16.19

XPeng

7D

-9.5%

1Y

38.5%

THO

US$103.00

THOR Industries

7D

3.1%

1Y

22.6%

WGO

US$67.68

Winnebago Industries

7D

2.4%

1Y

17.1%

NIO

US$7.43

NIO

7D

3.1%

1Y

-43.9%

GM

US$32.68

General Motors

7D

13.1%

1Y

-14.0%

HOG

US$30.71

Harley-Davidson

7D

2.4%

1Y

-33.9%

VFS

US$6.85

VinFast Auto

7D

-2.0%

1Y

-31.4%

FSR

US$1.57

Fisker

7D

-15.1%

1Y

-78.0%

PSNY

US$2.14

Polestar Automotive Holding UK

7D

2.9%

1Y

-62.3%

LCID

US$4.19

Lucid Group

7D

-4.8%

1Y

-51.6%

RIVN

US$17.41

Rivian Automotive

7D

0.5%

1Y

-37.7%

NWTN

US$7.25

NWTN

7D

-6.0%

1Y

-36.2%