Is BorgWarner (NYSE:BWA) A Risky Investment?
Jul 03
Have your own idea? Try our Stock Screener
U.S. Auto Components Industry Analysis
UpdatedJul 03, 2025
DataAggregated Company Financials
Companies54
- 7D7.7%
- 3M26.8%
- 1Y-4.9%
- YTD5.6%
Over the last 7 days, the Auto Components industry has risen 7.7%, driven by gains from Aptiv of 7.1%. During this same period, the Mingteng International underperformed, falling 9.9%. In contrast, the industry has lost 4.9% in the last 12 months. Looking forward, earnings are forecast to grow by 32% annually.
Industry Valuation and Performance
Has the U.S. Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 03 Jul 2025 | US$98.4b | US$148.3b | US$279.1m | 15x | 352.4x | 0.7x |
| Sat, 31 May 2025 | US$91.6b | US$148.3b | US$282.8m | 13.8x | 323.9x | 0.6x |
| Mon, 28 Apr 2025 | US$81.0b | US$149.5b | US$892.1m | 14.6x | 90.8x | 0.5x |
| Wed, 26 Mar 2025 | US$90.8b | US$149.4b | US$737.7m | 15.8x | 123.1x | 0.6x |
| Fri, 21 Feb 2025 | US$92.2b | US$149.2b | US$1.1b | 18.6x | 82.2x | 0.6x |
| Sun, 19 Jan 2025 | US$92.1b | US$150.3b | US$2.4b | 19.3x | 38.2x | 0.6x |
| Tue, 17 Dec 2024 | US$94.3b | US$150.3b | US$2.4b | 18.8x | 38.9x | 0.6x |
| Thu, 14 Nov 2024 | US$98.7b | US$159.3b | US$2.2b | 20x | 45.7x | 0.6x |
| Sat, 12 Oct 2024 | US$96.0b | US$162.3b | US$6.1b | 19.1x | 15.7x | 0.6x |
| Mon, 09 Sep 2024 | US$90.8b | US$153.0b | US$6.1b | 17.9x | 15x | 0.6x |
| Wed, 07 Aug 2024 | US$93.9b | US$153.2b | US$6.1b | 18.2x | 15.3x | 0.6x |
| Fri, 05 Jul 2024 | US$107.8b | US$153.6b | US$5.0b | 17.9x | 21.4x | 0.7x |
| Sun, 02 Jun 2024 | US$115.9b | US$153.6b | US$5.0b | 20.2x | 23.1x | 0.8x |
| Tue, 30 Apr 2024 | US$114.2b | US$153.7b | US$5.0b | 18.5x | 22.7x | 0.7x |
| Thu, 28 Mar 2024 | US$126.0b | US$155.5b | US$5.2b | 19.9x | 24.2x | 0.8x |
| Sat, 24 Feb 2024 | US$113.6b | US$155.6b | US$5.2b | 18.3x | 21.8x | 0.7x |
| Mon, 22 Jan 2024 | US$115.3b | US$156.2b | US$4.4b | 16.9x | 26.3x | 0.7x |
| Wed, 20 Dec 2023 | US$133.4b | US$156.2b | US$4.3b | 16.8x | 31x | 0.9x |
| Fri, 17 Nov 2023 | US$122.6b | US$156.2b | US$4.3b | 15.2x | 28.6x | 0.8x |
| Sun, 15 Oct 2023 | US$125.3b | US$154.6b | US$3.0b | 20.1x | 42x | 0.8x |
| Tue, 12 Sep 2023 | US$132.2b | US$154.6b | US$3.0b | 21.6x | 44.3x | 0.9x |
| Thu, 10 Aug 2023 | US$142.4b | US$156.1b | US$3.2b | 21.6x | 44.9x | 0.9x |
| Sat, 08 Jul 2023 | US$140.7b | US$152.7b | US$3.3b | 18.1x | 42.4x | 0.9x |
| Mon, 05 Jun 2023 | US$132.6b | US$149.4b | US$3.1b | 17.6x | 43.1x | 0.9x |
| Wed, 03 May 2023 | US$124.9b | US$146.7b | US$3.2b | 16.6x | 39x | 0.9x |
| Fri, 31 Mar 2023 | US$134.6b | US$145.6b | US$3.3b | 18.8x | 41.4x | 0.9x |
| Sun, 26 Feb 2023 | US$138.8b | US$145.5b | US$3.1b | 18.6x | 44.2x | 1x |
| Tue, 24 Jan 2023 | US$130.0b | US$145.0b | US$3.4b | 19.3x | 37.9x | 0.9x |
| Thu, 22 Dec 2022 | US$118.6b | US$145.0b | US$3.4b | 15x | 34.6x | 0.8x |
| Sat, 19 Nov 2022 | US$123.6b | US$144.9b | US$3.4b | 20x | 35.8x | 0.9x |
| Mon, 17 Oct 2022 | US$84.2b | US$137.2b | US$3.4b | 18x | 24.7x | 0.6x |
| Wed, 14 Sep 2022 | US$101.7b | US$137.2b | US$3.4b | 20.5x | 29.9x | 0.7x |
| Fri, 12 Aug 2022 | US$108.8b | US$137.2b | US$3.4b | 21.3x | 32.1x | 0.8x |
| Sun, 10 Jul 2022 | US$93.9b | US$132.9b | US$3.7b | 13.6x | 25.1x | 0.7x |
Price to Earnings Ratio
25.1x
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 352x which is higher than its 3-year average PE of 53.0x.
- The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
- The earnings for companies in the Auto Components industry have declined 58% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.7% 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 Market | 2.17% | |
| Consumer Discretionary | 2.72% | |
| Auto Components | 7.71% | |
| Auto Parts and Equipment | 7.74% | |
| Tires and Rubber | 6.76% | |
Industry PE
- Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 32.2%, which is higher than its past year's earnings decline of 4.5% per year.
- Investors are most pessimistic about the Tires and Rubber industry, which is trading below its 3-year average of 61.6x.
Forecasted Growth
- Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 32% over the next 5 years.
- This is better than its past earnings decline of 4.5% per year.
- In contrast, the Tires and Rubber industry is expected to see its earnings grow by 28% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| APTV Aptiv | US$72.19 | 7.1% +US$1.0b | 3.4% | PE10.1x | |
| MBLY Mobileye Global | US$18.91 | 5.5% +US$799.8m | -31.1% | PS8.3x | |
| QS QuantumScape | US$6.80 | 19.9% +US$631.6m | 34.4% | PB3.4x | |
| LEA Lear | US$103.20 | 11.3% +US$558.2m | -10.3% | PE11.5x | |
| ALV Autoliv | US$118.34 | 6.9% +US$535.5m | 9.0% | PE13.2x |
