THOR Industries (NYSE:THO) Is Reinvesting At Lower Rates Of Return
Aug 16
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U.S. Auto Industry Analysis
UpdatedSep 05, 2025
DataAggregated Company Financials
Companies44
- 7D-2.1%
- 3M13.8%
- 1Y40.1%
- YTD-7.9%
Over the last 7 days, the Auto industry has dropped 4.0%, driven by Tesla declining 4.4%. Meanwhile, Li Auto actually outperformed within the industry, gaining 6.6% in the last week. This takes the industry's 12 month performance to a gain of 44%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 05 Sep 2025 | US$1.3t | US$527.7b | US$5.7b | 18.3x | 222.3x | 2.4x |
| Sun, 03 Aug 2025 | US$1.2t | US$525.7b | US$5.3b | 17.7x | 217x | 2.2x |
| Tue, 01 Jul 2025 | US$1.2t | US$527.8b | US$8.6b | 14.9x | 142.2x | 2.3x |
| Thu, 29 May 2025 | US$1.3t | US$527.2b | US$8.6b | 8.4x | 156.9x | 2.6x |
| Sat, 26 Apr 2025 | US$1.1t | US$526.9b | US$8.4b | 19.4x | 129.5x | 2.1x |
| Mon, 24 Mar 2025 | US$975.9b | US$529.1b | US$9.3b | 15.8x | 104.5x | 1.8x |
| Wed, 19 Feb 2025 | US$1.4t | US$534.5b | US$10.7b | 17.5x | 131.5x | 2.6x |
| Fri, 17 Jan 2025 | US$1.6t | US$526.8b | US$17.2b | 17.2x | 94.7x | 3.1x |
| Sun, 15 Dec 2024 | US$1.7t | US$527.3b | US$17.1b | 21.2x | 96.9x | 3.1x |
| Tue, 12 Nov 2024 | US$1.3t | US$527.9b | US$16.8b | 17.2x | 77x | 2.5x |
| Thu, 10 Oct 2024 | US$1.0t | US$519.4b | US$17.0b | 19.2x | 61.5x | 2x |
| Sat, 07 Sep 2024 | US$926.5b | US$519.7b | US$17.0b | 13.5x | 54.5x | 1.8x |
| Mon, 05 Aug 2024 | US$899.8b | US$517.1b | US$16.6b | 12.8x | 54.1x | 1.7x |
| Wed, 03 Jul 2024 | US$918.0b | US$509.4b | US$17.4b | 18x | 52.8x | 1.8x |
| Fri, 31 May 2024 | US$814.3b | US$509.9b | US$17.5b | 14.7x | 46.6x | 1.6x |
| Sun, 28 Apr 2024 | US$790.3b | US$507.8b | US$17.1b | 16.2x | 46.1x | 1.6x |
| Tue, 26 Mar 2024 | US$806.9b | US$505.6b | US$18.2b | 17.6x | 44.4x | 1.6x |
| Thu, 22 Feb 2024 | US$876.7b | US$500.8b | US$16.6b | 16.6x | 52.8x | 1.8x |
| Sat, 20 Jan 2024 | US$919.4b | US$498.3b | US$13.8b | 15.9x | 66.5x | 1.8x |
| Mon, 18 Dec 2023 | US$1.1t | US$498.7b | US$13.8b | 15.6x | 78.6x | 2.2x |
| Wed, 15 Nov 2023 | US$957.0b | US$497.8b | US$14.1b | 11.5x | 67.9x | 1.9x |
| Fri, 13 Oct 2023 | US$1.1t | US$484.8b | US$12.8b | 12.3x | 85.9x | 2.3x |
| Sun, 10 Sep 2023 | US$1.1t | US$485.8b | US$13.1b | 10.6x | 81.6x | 2.2x |
| Tue, 08 Aug 2023 | US$1.1t | US$483.4b | US$13.6b | 10.4x | 81.1x | 2.3x |
| Thu, 06 Jul 2023 | US$1.2t | US$461.3b | US$11.0b | 9.7x | 108.5x | 2.6x |
| Sat, 03 Jun 2023 | US$925.6b | US$463.8b | US$11.7b | 5.9x | 79.3x | 2x |
| Mon, 01 May 2023 | US$753.2b | US$455.7b | US$6.7b | 6.1x | 112.1x | 1.7x |
| Wed, 29 Mar 2023 | US$832.2b | US$446.8b | US$7.0b | 6.4x | 118.8x | 1.9x |
| Fri, 24 Feb 2023 | US$902.3b | US$448.5b | US$6.8b | 9.4x | 132.1x | 2x |
| Sun, 22 Jan 2023 | US$674.3b | US$425.9b | US$15.7b | 7.3x | 42.9x | 1.6x |
| Tue, 20 Dec 2022 | US$721.0b | US$425.3b | US$16.4b | 7.3x | 43.9x | 1.7x |
| Thu, 17 Nov 2022 | US$863.7b | US$425.7b | US$16.7b | 7.9x | 51.8x | 2x |
| Sat, 15 Oct 2022 | US$879.5b | US$394.7b | US$17.9b | 7.3x | 49.2x | 2.2x |
| Mon, 12 Sep 2022 | US$1.2t | US$395.2b | US$18.0b | 8.7x | 69.3x | 3.2x |
Price to Earnings Ratio
69.3x
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 220x which is higher than its 3-year average PE of 85.6x.
- The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
- The earnings for companies in the Auto industry have declined 32% 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 | -0.008% | |
| Consumer Discretionary | 0.63% | |
| Auto | -2.10% | |
| Motorcycle Manufacturers | 0.79% | |
| Automobile Manufacturers | -2.11% | |
Industry PE
- Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 87.5x.
- Analysts are expecting annual earnings growth of 29.4%, 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LI Li Auto | US$23.98 | 3.1% +US$729.6m | 27.1% | PE21.5x | |
| HOG Harley-Davidson | US$30.19 | 4.8% +US$166.5m | -19.3% | PE15.1x | |
| THO THOR Industries | US$111.71 | 1.8% +US$105.9m | 7.5% | PE26.7x | |
| RIVN Rivian Automotive | US$13.70 | 0.4% +US$72.8m | -0.3% | PS3.2x | |
| WGO Winnebago Industries | US$36.49 | 1.9% +US$19.1m | -37.0% | PS0.4x |