Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Auto Industry Analysis

UpdatedOct 15, 2025
DataAggregated Company Financials
Companies45
  • 7D-1.2%
  • 3M29.4%
  • 1Y79.0%
  • YTD13.2%

Over the last 7 days, the Auto industry has dropped 1.2%, driven by a pullback from Tesla of 0.9%. On the other hand LiveWire Group is actually up 9.8%. Over the past 12 months, the industry was up 79%. Earnings are forecast to grow by 29% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Oct 2025US$1.6tUS$527.7bUS$5.8b17.5x285.7x3.1x
Fri, 12 Sep 2025US$1.3tUS$527.9bUS$5.7b18.5x235.9x2.6x
Sun, 10 Aug 2025US$1.2tUS$526.1bUS$5.7b18.3x218.4x2.4x
Tue, 08 Jul 2025US$1.2tUS$527.7bUS$8.6b15.5x139.8x2.3x
Thu, 05 Jun 2025US$1.3tUS$527.7bUS$8.4b8.4x153.3x2.4x
Sat, 03 May 2025US$1.1tUS$527.6bUS$8.4b14x129.9x2.1x
Mon, 31 Mar 2025US$1.0tUS$528.9bUS$9.4b20.3x108.3x1.9x
Wed, 26 Feb 2025US$1.3tUS$535.1bUS$11.5b18.1x115.1x2.5x
Fri, 24 Jan 2025US$1.6tUS$527.1bUS$17.3b17.6x91.5x3x
Sun, 22 Dec 2024US$1.6tUS$527.0bUS$17.1b16.9x93.9x3x
Tue, 19 Nov 2024US$1.3tUS$527.7bUS$16.9b16.3x76x2.4x
Thu, 17 Oct 2024US$962.9bUS$519.2bUS$17.0b17.5x56.8x1.9x
Sat, 14 Sep 2024US$987.9bUS$519.6bUS$17.0b13.3x58.2x1.9x
Mon, 12 Aug 2024US$874.6bUS$517.1bUS$16.4b13.3x53.5x1.7x
Wed, 10 Jul 2024US$1.1tUS$509.5bUS$17.4b16.7x61.1x2.1x
Fri, 07 Jun 2024US$816.7bUS$509.8bUS$17.5b15.1x46.7x1.6x
Sun, 05 May 2024US$838.5bUS$507.8bUS$17.1b17.3x48.9x1.7x
Tue, 02 Apr 2024US$826.7bUS$505.5bUS$18.2b18.4x45.3x1.6x
Thu, 29 Feb 2024US$918.0bUS$504.8bUS$17.5b17.3x52.6x1.8x
Sat, 27 Jan 2024US$820.8bUS$499.2bUS$18.0b15.7x45.5x1.6x
Mon, 25 Dec 2023US$1.1tUS$498.5bUS$13.8b16.7x78.2x2.2x
Wed, 22 Nov 2023US$1.0tUS$498.2bUS$14.0b12x71.7x2x
Fri, 20 Oct 2023US$942.3bUS$486.3bUS$11.3b12x83.2x1.9x
Sun, 17 Sep 2023US$1.2tUS$486.0bUS$13.0b10.6x88.7x2.4x
Tue, 15 Aug 2023US$1.0tUS$486.7bUS$14.1b11x74.1x2.1x
Thu, 13 Jul 2023US$1.2tUS$461.6bUS$11.0b10.1x106.6x2.5x
Sat, 10 Jun 2023US$1.0tUS$462.1bUS$11.0b8.8x93.4x2.2x
Mon, 08 May 2023US$777.6bUS$462.9bUS$11.6b6.2x66.9x1.7x
Wed, 05 Apr 2023US$854.5bUS$446.8bUS$7.1b6.4x120.8x1.9x
Fri, 03 Mar 2023US$867.3bUS$450.1bUS$7.5b9.3x115.1x1.9x
Sun, 29 Jan 2023US$845.8bUS$432.5bUS$17.1b7.7x49.5x2x
Tue, 27 Dec 2022US$627.2bUS$425.3bUS$16.4b7x38.2x1.5x
Thu, 24 Nov 2022US$853.1bUS$425.5bUS$17.0b8.1x50.2x2x
Sat, 22 Oct 2022US$919.3bUS$394.8bUS$17.9b7.5x51.4x2.3x
Price to Earnings Ratio

51.4x


Total Market Cap: US$919.3bTotal Earnings: US$17.9bTotal Revenue: US$394.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 93.5x202320242025
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 286x which is higher than its 3-year average PE of 93.5x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 31% per year over the last three years.
  • Meanwhile revenues for these companies have grown 10% 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-1.11%
Consumer Discretionary-2.36%
Auto-1.20%
Motorcycle Manufacturers-0.49%
Automobile Manufacturers-1.20%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 95.1x.
    • Analysts are expecting annual earnings growth of 28.9%, which is higher than its past year's earnings decline of 20.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is better than its past earnings decline of 21% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 12% 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
LVWR LiveWire GroupUS$5.159.8%
+US$93.7m		-18.1%PS44x
THO THOR IndustriesUS$105.250.7%
+US$37.9m		-5.6%PE21.4x
HOG Harley-DavidsonUS$27.000.4%
+US$14.6m		-23.4%PE13.5x
FFAI Faraday Future Intelligent ElectricUS$1.502.0%
+US$4.4m		-34.2%PS359.6x
MAMO Massimo GroupUS$2.981.7%
+US$2.1m		-20.7%PS1.6x

Latest News

THO
US$105.25
THOR Industries
7D
0.7%
1Y
-5.6%
MAMO
US$2.98
Massimo Group
7D
1.7%
1Y
-20.7%
LI
US$22.79
Li Auto
7D
-6.2%
1Y
-9.3%

Battery Electric Vehicles And Intelligent Driving Will Unlock Markets

Li Auto's analyst price target has decreased slightly from approximately $29.30 to $28.87 per share. This adjustment reflects a cautious outlook amid tempered growth expectations and rising competitive pressures, according to recent analyst commentary.
GM
US$57.15
General Motors
7D
-0.2%
1Y
19.4%

Electric Vehicles And Battery Production Will Fuel Future Success

General Motors' analyst fair value estimate has increased from $61.36 to $63.80 per share, a change fueled by analysts projecting stronger long-term profit margins and higher U.S. vehicle demand. Expectations include limited tariff impacts and the benefit of ongoing cost mitigation strategies.
F
US$11.65
Ford Motor
7D
-2.3%
1Y
7.5%
NIO
US$6.80
NIO
7D
-9.3%
1Y
21.0%

Expanding EV Networks In China Will Transform The Industry

The analyst consensus price target for NIO has been raised from $6.58 to $6.72 per share. Analysts cite increased order strength for new models, improving margins, and positive volume growth forecasts for upcoming quarters as reasons for the adjustment.
FFAI
US$1.50
Faraday Future Intelligent Electric
7D
2.0%
1Y
-34.2%
TSLA
US$429.24
Tesla
7D
-0.9%
1Y
95.5%

Autonomous Ride-Hailing, Energy Storage And AI Will Shape Future Markets

Tesla's analyst price target has increased from approximately $331.58 to $350.50, a rise of nearly $19. This change reflects analysts' optimism after stronger-than-expected Q3 vehicle deliveries, as well as expectations for improving profit margins and new model momentum.
VFS
US$3.27
VinFast Auto
7D
-4.1%
1Y
-14.6%
HOG
US$27.00
Harley-Davidson
7D
0.4%
1Y
-23.4%
ZK
US$28.48
ZEEKR Intelligent Technology Holding
7D
-3.4%
1Y
30.0%
LOBO
US$0.82
Lobo EV Technologies
7D
3.1%
1Y
-67.8%

The Market Lifts Lobo EV Technologies Ltd. (NASDAQ:LOBO) Shares 30% But It Can Do More

Sep 24
The Market Lifts Lobo EV Technologies Ltd. (NASDAQ:LOBO) Shares 30% But It Can Do More
SBLX
US$6.03
StableX Technologies
7D
6.0%
1Y
-50.4%
XPEV
US$21.29
XPeng
7D
-10.1%
1Y
90.8%
LVWR
US$5.15
LiveWire Group
7D
9.8%
1Y
-18.1%
EVTV
US$1.52
Envirotech Vehicles
7D
4.1%
1Y
-91.3%