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U.S. Auto Industry Analysis
UpdatedMar 03, 2025
DataAggregated Company Financials
Companies46
- 7D-10.7%
- 3M-14.2%
- 1Y30.3%
- YTD-17.8%
Over the last 7 days, the Auto industry has dropped 11%, driven by Tesla declining 11%. In contrast, Li Auto has gained 17%. Over the past 12 months, the industry was up 30%. Looking forward, 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 03 Mar 2025 | US$1.2t | US$534.9b | US$11.5b | 18.9x | 104.9x | 2.3x |
| Wed, 29 Jan 2025 | US$1.5t | US$532.0b | US$12.8b | 17.3x | 120.1x | 2.9x |
| Fri, 27 Dec 2024 | US$1.7t | US$527.0b | US$17.1b | 18.1x | 102x | 3.3x |
| Sun, 24 Nov 2024 | US$1.4t | US$527.8b | US$17.2b | 20.3x | 81.2x | 2.6x |
| Tue, 22 Oct 2024 | US$969.0b | US$519.2b | US$17.0b | 17.6x | 57.1x | 1.9x |
| Thu, 19 Sep 2024 | US$985.9b | US$519.7b | US$17.0b | 12.8x | 58x | 1.9x |
| Sat, 17 Aug 2024 | US$932.9b | US$517.3b | US$16.5b | 13.7x | 56.5x | 1.8x |
| Mon, 15 Jul 2024 | US$1.1t | US$509.6b | US$17.4b | 19.2x | 61.3x | 2.1x |
| Wed, 12 Jun 2024 | US$803.3b | US$509.6b | US$17.4b | 14.6x | 46.2x | 1.6x |
| Fri, 10 May 2024 | US$809.3b | US$508.6b | US$17.2b | 16.9x | 47.2x | 1.6x |
| Sun, 07 Apr 2024 | US$785.0b | US$505.7b | US$18.4b | 19x | 42.7x | 1.6x |
| Tue, 05 Mar 2024 | US$864.5b | US$504.8b | US$18.0b | 17.4x | 48x | 1.7x |
| Thu, 01 Feb 2024 | US$851.8b | US$499.1b | US$18.1b | 15.6x | 47x | 1.7x |
| Sat, 30 Dec 2023 | US$1.1t | US$498.6b | US$13.7b | 16.7x | 78.9x | 2.2x |
| Mon, 27 Nov 2023 | US$1.0t | US$498.3b | US$13.9b | 11.9x | 72.5x | 2x |
| Wed, 25 Oct 2023 | US$916.8b | US$486.3b | US$11.3b | 11.9x | 80.9x | 1.9x |
| Fri, 22 Sep 2023 | US$1.1t | US$485.9b | US$13.0b | 10.4x | 82.6x | 2.2x |
| Sun, 20 Aug 2023 | US$956.9b | US$486.3b | US$13.7b | 10.8x | 69.9x | 2x |
| Tue, 18 Jul 2023 | US$1.2t | US$461.7b | US$11.0b | 10.3x | 111.6x | 2.7x |
| Thu, 15 Jun 2023 | US$1.1t | US$462.0b | US$11.1b | 9.2x | 97.8x | 2.3x |
| Sat, 13 May 2023 | US$770.5b | US$464.7b | US$11.3b | 5.9x | 68.2x | 1.7x |
| Mon, 10 Apr 2023 | US$824.7b | US$446.9b | US$7.1b | 6.3x | 116.8x | 1.8x |
| Wed, 08 Mar 2023 | US$843.9b | US$448.8b | US$7.4b | 9x | 113.7x | 1.9x |
| Fri, 03 Feb 2023 | US$892.8b | US$442.2b | US$17.4b | 8.5x | 51.3x | 2x |
| Sun, 01 Jan 2023 | US$621.1b | US$425.6b | US$16.4b | 7x | 37.9x | 1.5x |
| Tue, 29 Nov 2022 | US$844.5b | US$425.4b | US$17.0b | 8x | 49.6x | 2x |
| Thu, 27 Oct 2022 | US$958.8b | US$418.2b | US$20.6b | 7.4x | 46.7x | 2.3x |
| Sat, 24 Sep 2022 | US$1.1t | US$394.6b | US$18.0b | 7.8x | 63x | 2.9x |
| Mon, 22 Aug 2022 | US$1.3t | US$396.0b | US$17.5b | 8.6x | 72.5x | 3.2x |
| Wed, 20 Jul 2022 | US$1.1t | US$374.7b | US$18.0b | 8.1x | 60x | 2.9x |
| Fri, 17 Jun 2022 | US$940.0b | US$373.4b | US$18.6b | 13.1x | 50.6x | 2.5x |
| Sun, 15 May 2022 | US$1.1t | US$371.0b | US$18.3b | 13.5x | 59.1x | 2.9x |
| Tue, 12 Apr 2022 | US$1.3t | US$360.2b | US$21.7b | 8.9x | 62.3x | 3.7x |
| Thu, 10 Mar 2022 | US$1.2t | US$357.5b | US$23.8b | 7.7x | 52.1x | 3.5x |
Price to Earnings Ratio
52.1x
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 105x which is higher than its 3-year average PE of 71.4x.
- The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
- The earnings for companies in the Auto industry have declined 22% per year over the last three years.
- Meanwhile revenues for these companies have grown 14% 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 | -1.32% | |
| Consumer Discretionary | -3.43% | |
| Auto | -10.72% | |
| Motorcycle Manufacturers | -1.76% | |
| Automobile Manufacturers | -10.75% | |
Industry PE
- Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 73.5x.
- Analysts are expecting annual earnings growth of 20.8%, which is higher than its past year's earnings decline of 3.2% 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 17.9x.
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 3.2% per year.
- In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 9.9% 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 | |
|---|---|---|---|---|---|
| LI Li Auto | US$30.73 | 16.6% +US$4.4b | -18.3% | PE22x | |
| XPEV XPeng | US$21.49 | 18.5% +US$3.2b | 134.9% | PS3.9x | |
| GM General Motors | US$49.13 | 5.5% +US$2.5b | 20.0% | PE6.8x | |
| ZK ZEEKR Intelligent Technology Holding | US$26.85 | 13.6% +US$797.2m | n/a | PS0.7x | |
| F Ford Motor | US$9.55 | 2.1% +US$792.7m | -25.0% | PE6.4x |
