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U.S. Auto Industry Analysis

UpdatedApr 29, 2025
DataAggregated Company Financials
Companies44
  • 7D22.6%
  • 3M-24.9%
  • 1Y36.4%
  • YTD-21.6%

In the last week, the Auto industry is up 23%, with Tesla up 26%. During this same period, the NWTN underperformed, falling 6.1%. This takes the industry's 12 month performance to a gain of 36%. As for the next few years, earnings are expected to grow by 26% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 29 Apr 2025US$1.1tUS$526.8bUS$8.4b19.2x129.4x2.1x
Thu, 27 Mar 2025US$1.1tUS$529.0bUS$9.3b15.3x118.3x2.1x
Sat, 22 Feb 2025US$1.3tUS$535.1bUS$11.5b17.1x117.6x2.5x
Mon, 20 Jan 2025US$1.6tUS$526.8bUS$17.2b16.2x94.6x3.1x
Wed, 18 Dec 2024US$1.7tUS$527.3bUS$17.1b20.9x101.7x3.3x
Fri, 15 Nov 2024US$1.3tUS$527.7bUS$16.9b15.8x78.2x2.5x
Sun, 13 Oct 2024US$961.5bUS$519.5bUS$17.0b18.7x56.7x1.9x
Tue, 10 Sep 2024US$946.3bUS$519.5bUS$17.0b14x55.7x1.8x
Thu, 08 Aug 2024US$843.2bUS$517.2bUS$16.4b12.8x51.5x1.6x
Sat, 06 Jul 2024US$1.1tUS$509.5bUS$17.4b17.5x60.9x2.1x
Mon, 03 Jun 2024US$815.1bUS$509.9bUS$17.5b14.7x46.6x1.6x
Wed, 01 May 2024US$834.9bUS$507.8bUS$17.1b16.1x48.7x1.6x
Fri, 29 Mar 2024US$839.0bUS$505.5bUS$18.2b18.7x46.1x1.7x
Sun, 25 Feb 2024US$870.5bUS$501.5bUS$16.7b17x52.1x1.7x
Tue, 23 Jan 2024US$905.4bUS$498.2bUS$13.8b16.1x65.4x1.8x
Thu, 21 Dec 2023US$1.1tUS$498.4bUS$13.7b16.5x79.8x2.2x
Sat, 18 Nov 2023US$995.1bUS$498.1bUS$13.9b11.8x71.8x2x
Mon, 16 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x82.4x2.2x
Wed, 13 Sep 2023US$1.1tUS$486.0bUS$13.0b10.7x88x2.4x
Fri, 11 Aug 2023US$1.1tUS$486.9bUS$14.1b11x75.7x2.2x
Sun, 09 Jul 2023US$1.2tUS$461.4bUS$11.0b9.6x106.3x2.5x
Tue, 06 Jun 2023US$926.4bUS$463.7bUS$11.7b5.7x79.3x2x
Thu, 04 May 2023US$738.2bUS$462.7bUS$11.7b6.2x63.4x1.6x
Sat, 01 Apr 2023US$907.6bUS$446.8bUS$7.1b6.6x128.6x2x
Mon, 27 Feb 2023US$879.5bUS$448.4bUS$6.8b9.2x128.4x2x
Wed, 25 Jan 2023US$716.9bUS$426.0bUS$15.7b7.5x45.6x1.7x
Fri, 23 Dec 2022US$637.9bUS$425.3bUS$16.4b6.9x38.8x1.5x
Sun, 20 Nov 2022US$842.7bUS$425.6bUS$16.8b8.1x50.2x2x
Tue, 18 Oct 2022US$879.5bUS$394.7bUS$17.9b7.3x49.2x2.2x
Thu, 15 Sep 2022US$1.3tUS$395.1bUS$18.0b8.7x70.2x3.2x
Sat, 13 Aug 2022US$1.3tUS$395.7bUS$16.7b9.4x77.7x3.3x
Mon, 11 Jul 2022US$1.1tUS$373.8bUS$18.6b8x60x3x
Wed, 08 Jun 2022US$1.1tUS$372.1bUS$18.0b14.7x58.6x2.8x
Fri, 06 May 2022US$1.2tUS$370.2bUS$17.1b9.2x70.4x3.3x
Price to Earnings Ratio

70.4x


Total Market Cap: US$1.2tTotal Earnings: US$17.1bTotal Revenue: US$370.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 73.7x202320242025
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 129x which is higher than its 3-year average PE of 73.7x.
  • The industry is trading close to its 3-year average PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 21% per year over the last three years.
  • Meanwhile revenues for these companies have grown 12% 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 Market7.07%
Consumer Discretionary9.47%
Auto22.56%
Automobile Manufacturers22.63%
Motorcycle Manufacturers6.69%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 75.8x.
    • Analysts are expecting annual earnings growth of 26.0%, which is higher than its past year's earnings decline of 28.3% 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 18.6x.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 28% 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?

CompanyLast Price7D1YValuation
TSLA TeslaUS$285.8825.7%
+US$189.0b
47.3%PE150.8x
RIVN Rivian AutomotiveUS$13.1918.3%
+US$2.3b
40.6%PS3x
F Ford MotorUS$10.025.8%
+US$2.2b
-21.4%PE6.8x
XPEV XPengUS$19.939.5%
+US$1.6b
146.0%PS3.4x
NIO NIOUS$4.3119.7%
+US$1.6b
-6.3%PS1.1x
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