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U.S. Auto Industry Analysis

UpdatedNov 11, 2025
DataAggregated Company Financials
Companies45
  • 7D-5.5%
  • 3M26.9%
  • 1Y29.1%
  • YTD15.2%

Over the last 7 days, the Auto industry has dropped 5.5%, driven by Tesla declining 6.8%. Meanwhile, XPeng actually outperformed within the industry, gaining 25% in the last week. Over the past 12 months, the industry was up 29%. Earnings are forecast to grow by 34% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 13 Nov 2025US$1.7tUS$536.0bUS$4.9b17.9x348x3.2x
Sat, 11 Oct 2025US$1.6tUS$527.8bUS$5.8b17.3x285.9x3.1x
Mon, 08 Sep 2025US$1.3tUS$527.8bUS$5.7b18.1x231.7x2.5x
Wed, 06 Aug 2025US$1.2tUS$525.9bUS$5.3b18.2x221.7x2.2x
Fri, 04 Jul 2025US$1.2tUS$527.7bUS$8.6b15.7x139.8x2.3x
Sun, 01 Jun 2025US$1.3tUS$527.2bUS$8.6b8.3x150.4x2.5x
Tue, 29 Apr 2025US$1.1tUS$526.8bUS$8.4b19.2x129.4x2.1x
Thu, 27 Mar 2025US$1.1tUS$529.0bUS$9.3b15.3x118.3x2.1x
Sat, 22 Feb 2025US$1.3tUS$535.1bUS$11.5b17.1x117.6x2.5x
Mon, 20 Jan 2025US$1.6tUS$526.8bUS$17.2b16.2x94.6x3.1x
Wed, 18 Dec 2024US$1.7tUS$527.3bUS$17.1b20.9x101.7x3.3x
Fri, 15 Nov 2024US$1.3tUS$527.7bUS$16.9b15.8x78.2x2.5x
Sun, 13 Oct 2024US$961.5bUS$519.5bUS$17.0b18.7x56.7x1.9x
Tue, 10 Sep 2024US$946.3bUS$519.5bUS$17.0b14x55.7x1.8x
Thu, 08 Aug 2024US$843.2bUS$517.2bUS$16.4b12.8x51.5x1.6x
Sat, 06 Jul 2024US$1.1tUS$509.5bUS$17.4b17.5x60.9x2.1x
Mon, 03 Jun 2024US$815.1bUS$509.9bUS$17.5b14.7x46.6x1.6x
Wed, 01 May 2024US$834.9bUS$507.8bUS$17.1b16.1x48.7x1.6x
Fri, 29 Mar 2024US$839.0bUS$505.5bUS$18.2b18.7x46.1x1.7x
Sun, 25 Feb 2024US$870.5bUS$501.5bUS$16.7b17x52.1x1.7x
Tue, 23 Jan 2024US$905.4bUS$498.2bUS$13.8b16.1x65.4x1.8x
Thu, 21 Dec 2023US$1.1tUS$498.4bUS$13.7b16.5x79.8x2.2x
Sat, 18 Nov 2023US$995.1bUS$498.1bUS$13.9b11.8x71.8x2x
Mon, 16 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x82.4x2.2x
Wed, 13 Sep 2023US$1.1tUS$486.0bUS$13.0b10.7x88x2.4x
Fri, 11 Aug 2023US$1.1tUS$486.9bUS$14.1b11x75.7x2.2x
Sun, 09 Jul 2023US$1.2tUS$461.4bUS$11.0b9.6x106.3x2.5x
Tue, 06 Jun 2023US$926.4bUS$463.7bUS$11.7b5.7x79.3x2x
Thu, 04 May 2023US$738.2bUS$462.7bUS$11.7b6.2x63.4x1.6x
Sat, 01 Apr 2023US$907.6bUS$446.8bUS$7.1b6.6x128.6x2x
Mon, 27 Feb 2023US$879.5bUS$448.4bUS$6.8b9.2x128.4x2x
Wed, 25 Jan 2023US$716.9bUS$426.0bUS$15.7b7.5x45.6x1.7x
Fri, 23 Dec 2022US$637.9bUS$425.3bUS$16.4b6.9x38.8x1.5x
Sun, 20 Nov 2022US$842.7bUS$425.6bUS$16.8b8.1x50.2x2x
Price to Earnings Ratio

50.2x


Total Market Cap: US$842.7bTotal Earnings: US$16.8bTotal Revenue: US$425.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 101.3x202320242025
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 348x which is higher than its 3-year average PE of 101x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 34% 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 Market0.42%
Consumer Discretionary-2.23%
Auto-5.47%
Motorcycle Manufacturers-1.98%
Automobile Manufacturers-5.48%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 103x.
    • Analysts are expecting annual earnings growth of 34.4%, 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 growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
XPEV XPengUS$27.2825.2%
+US$5.2b		104.3%PS3.1x
GM General MotorsUS$71.844.5%
+US$2.9b		24.5%PE14.1x
RIVN Rivian AutomotiveUS$17.5213.6%
+US$2.6b		45.6%PS3.7x
F Ford MotorUS$13.452.6%
+US$1.4b		21.2%PE11.4x
VFS VinFast AutoUS$3.472.1%
+US$163.7m		-15.8%PS3.5x

Latest News

NIO
US$6.45
NIO
7D
-11.5%
1Y
39.9%
XPEV
US$27.28
XPeng
7D
25.2%
1Y
104.3%

Market Participants Recognise XPeng Inc.'s (NYSE:XPEV) Revenues Pushing Shares 34% Higher

Nov 12
Market Participants Recognise XPeng Inc.'s (NYSE:XPEV) Revenues Pushing Shares 34% Higher
F
US$13.45
Ford Motor
7D
2.6%
1Y
21.2%
RIVN
US$17.52
Rivian Automotive
7D
13.6%
1Y
45.6%

Rivian Automotive, Inc.'s (NASDAQ:RIVN) P/S Is Still On The Mark Following 28% Share Price Bounce

Nov 11
Rivian Automotive, Inc.'s (NASDAQ:RIVN) P/S Is Still On The Mark Following 28% Share Price Bounce
LOT
US$1.39
Lotus Technology
7D
-15.8%
1Y
-69.1%
GM
US$71.84
General Motors
7D
4.5%
1Y
24.5%

GM: Shares Will Reflect Fair Value Amid EV Challenges And Trade Policy Shifts

General Motors' fair value estimate saw an upward revision of approximately $1 to $73.15. Analysts cite strong Q3 results, improved profitability, and positive industry dynamics supporting higher price targets across the Street.
NIU
US$4.07
Niu Technologies
7D
4.4%
1Y
99.5%

NIU: Revenue Guidance Will Drive Share Price Momentum Into Next Year

Niu Technologies Analyst Price Target Rises Amid Improved Fair Value Estimate Analysts have raised their price target for Niu Technologies by $0.30, citing a modest increase in the fair value estimate and slightly more optimistic growth projections. What's in the News Niu Technologies issued new revenue guidance for the third quarter of 2025.
LCID
US$16.59
Lucid Group
7D
-3.8%
1Y
-23.9%

LCID: Autonomous Ride Partnerships Will Drive Broader Market Expansion Despite Industry Headwinds

Lucid Group's analyst price target has been revised downward from $23.79 to $22.88 as analysts take into account slightly reduced revenue growth expectations and margin forecasts, despite ongoing product and autonomy feature developments. Analyst Commentary Recent analyst actions reflect a blend of optimism and caution regarding Lucid Group's future trajectory, as the company navigates margin pressures and evolving market expectations.
WGO
US$34.08
Winnebago Industries
7D
-8.8%
1Y
-44.3%

WGO: Shares Will Benefit From Projected Fiscal 2026 Revenue Rebound

Analysts have raised their fair value estimate for Winnebago Industries from $41.45 to $44.17 per share. This change reflects cautious optimism despite ongoing challenges in retail demand and inventory restocking within the RV sector.
TSLA
US$430.60
Tesla
7D
-6.8%
1Y
30.4%
LVWR
US$4.97
LiveWire Group
7D
-5.5%
1Y
-22.6%
THO
US$101.41
THOR Industries
7D
-2.7%
1Y
-6.7%
PSNY
US$0.67
Polestar Automotive Holding UK
7D
-15.8%
1Y
-44.3%
VFS
US$3.47
VinFast Auto
7D
2.1%
1Y
-15.8%
ZK
US$27.74
ZEEKR Intelligent Technology Holding
7D
0.9%
1Y
-4.8%
AIIO
US$0.58
Robo.ai
7D
17.6%
1Y
-59.9%