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U.S. Auto Components Industry Analysis

UpdatedDec 03, 2023
DataAggregated Company Financials
Companies69
  • 7D-1.5%
  • 3M-8.9%
  • 1Y-3.0%
  • YTD3.5%

Over the last 7 days, the Auto Components industry has dropped 1.5%, driven by a pullback from Mobileye Global of 9.8%. Meanwhile, QuantumScape actually outperformed within the industry, gaining 19% in the last week. Overall the industry is down 3.0% in 12 months. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 03 Dec 2023US$125.3bUS$156.2bUS$4.3b15.6x29.1x0.8x
Tue, 31 Oct 2023US$117.3bUS$155.5bUS$3.3b18.4x35.8x0.8x
Thu, 28 Sep 2023US$132.1bUS$154.6bUS$3.0b20.6x44.3x0.9x
Sat, 26 Aug 2023US$130.4bUS$154.6bUS$3.0b20.7x43.7x0.8x
Mon, 24 Jul 2023US$145.7bUS$153.3bUS$3.3b20.2x44.3x1x
Wed, 21 Jun 2023US$131.8bUS$149.4bUS$3.1b17.6x42.8x0.9x
Fri, 19 May 2023US$125.5bUS$147.5bUS$2.9b17.7x42.9x0.9x
Sun, 16 Apr 2023US$133.5bUS$145.5bUS$3.3b18.6x40.4x0.9x
Tue, 14 Mar 2023US$133.8bUS$145.7bUS$3.1b18.3x42.8x0.9x
Thu, 09 Feb 2023US$141.1bUS$146.5bUS$3.8b21.2x36.9x1x
Sat, 07 Jan 2023US$120.8bUS$145.4bUS$3.2b12.4x37.6x0.8x
Mon, 05 Dec 2022US$125.1bUS$144.9bUS$3.4b19.5x36.3x0.9x
Wed, 02 Nov 2022US$94.1bUS$139.3bUS$3.4b18.6x27.8x0.7x
Fri, 30 Sep 2022US$83.2bUS$137.2bUS$3.4b17.7x24.4x0.6x
Sun, 28 Aug 2022US$99.6bUS$137.2bUS$3.4b20.9x29.3x0.7x
Tue, 26 Jul 2022US$98.9bUS$133.0bUS$3.7b14.5x26.7x0.7x
Thu, 23 Jun 2022US$92.1bUS$134.2bUS$3.6b14.2x25.9x0.7x
Sat, 21 May 2022US$96.6bUS$134.2bUS$3.5b14.5x27.3x0.7x
Mon, 18 Apr 2022US$109.6bUS$133.3bUS$3.6b17.6x30.6x0.8x
Wed, 16 Mar 2022US$110.1bUS$133.6bUS$3.1b20.4x35.9x0.8x
Fri, 11 Feb 2022US$132.9bUS$131.5bUS$1.5b20.9x87.7x1x
Sun, 09 Jan 2022US$151.6bUS$132.8bUS$2.4b20.1x62.9x1.1x
Tue, 07 Dec 2021US$149.6bUS$132.8bUS$2.4b19.9x62.1x1.1x
Thu, 04 Nov 2021US$159.0bUS$131.5bUS$2.6b20.5x61.8x1.2x
Sat, 02 Oct 2021US$140.2bUS$131.3bUS$2.2b17.1x62.6x1.1x
Mon, 30 Aug 2021US$140.5bUS$131.4bUS$2.2b18x63.7x1.1x
Tue, 06 Jul 2021US$145.2bUS$128.3bUS$1.7b20.8x83.6x1.1x
Fri, 09 Apr 2021US$144.0bUS$113.8b-US$1,623,063,261.9928.3x-88.7x1.3x
Thu, 31 Dec 2020US$151.0bUS$108.5b-US$2,167,246,212.4222.4x-69.7x1.4x
Price to Earnings Ratio

-121.7x


Total Market Cap: US$115.4bTotal Earnings: -US$948,123,258.17Total Revenue: US$100.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 22.7x202120222023
Current Industry PE
  • Investors are optimistic on the American Auto Components industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 29.1x which is higher than its 3-year average PE of 22.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.97x.
Past Earnings Growth
  • Total earnings for the Auto Components industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 16% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

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

US Market1.15%
Consumer Discretionary1.87%
Auto Components-1.53%
Tires and Rubber0.90%
Auto Parts and Equipment-1.61%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 13.4x.
    • Analysts are expecting annual earnings growth of 33.0%, which is higher than its past year's earnings growth of 9.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 85% over the next 5 years.
  • This is better than its past earnings growth rate of 67% per year.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 33% 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
QS QuantumScapeUS$6.8319.2%
+US$538.5m
-9.5%PB2.4x
APTV AptivUS$84.011.1%
+US$254.6m
-19.0%PE10.6x
ALV AutolivUS$105.042.5%
+US$216.3m
22.3%PE21.2x
VC VisteonUS$123.103.8%
+US$126.5m
-17.8%PE22.2x
LEA LearUS$136.391.6%
+US$124.7m
-1.6%PE14.1x
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Latest News

LEA

US$136.39

Lear

7D

1.6%

1Y

-1.6%

BWA

US$33.95

BorgWarner

7D

-1.1%

1Y

-20.5%

GNTX

US$30.87

Gentex

7D

-1.2%

1Y

8.4%

DAN

US$13.69

Dana

7D

4.3%

1Y

-20.9%

ECX

US$2.69

ECARX Holdings

7D

-13.2%

1Y

-73.3%

STRT

US$21.58

Strattec Security

7D

-8.0%

1Y

-8.2%

LAZR

US$2.46

Luminar Technologies

7D

-10.2%

1Y

-70.5%

ALV

US$105.04

Autoliv

7D

2.5%

1Y

22.3%

ATMU

US$22.66

Atmus Filtration Technologies

7D

3.9%

1Y

n/a

MBLY

US$39.27

Mobileye Global

7D

-9.8%

1Y

22.9%