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U.S. Auto Industry Analysis

UpdatedJul 06, 2025
DataAggregated Company Financials
Companies43
  • 7D-1.7%
  • 3M32.3%
  • 1Y21.5%
  • YTD-13.9%

Over the last 7 days, the Auto industry has dropped 1.7%, driven by Tesla declining 0.7%. In contrast, Ford Motor has gained 8.8%. In the past year, the industry has gained 22%. As for the next few years, earnings are expected to grow by 27% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 07 Jul 2025US$1.2tUS$527.8bUS$8.6b15.7x139.9x2.3x
Wed, 04 Jun 2025US$1.3tUS$527.6bUS$8.4b8.4x152.4x2.4x
Fri, 02 May 2025US$1.1tUS$528.0bUS$8.5b13.1x126.4x2x
Sun, 30 Mar 2025US$1.0tUS$528.9bUS$9.4b20.3x108.3x1.9x
Tue, 25 Feb 2025US$1.3tUS$535.1bUS$11.5b17.3x117.6x2.5x
Thu, 23 Jan 2025US$1.6tUS$527.1bUS$17.3b16.7x93.6x3.1x
Sat, 21 Dec 2024US$1.6tUS$527.0bUS$17.1b16.9x96.5x3.1x
Mon, 18 Nov 2024US$1.3tUS$527.7bUS$16.9b16.1x76x2.4x
Wed, 16 Oct 2024US$962.6bUS$519.2bUS$17.0b17.5x56.7x1.9x
Fri, 13 Sep 2024US$982.7bUS$519.5bUS$17.0b13.2x57.8x1.9x
Sun, 11 Aug 2024US$874.6bUS$517.1bUS$16.4b13.3x53.5x1.7x
Tue, 09 Jul 2024US$1.1tUS$509.5bUS$17.4b17.2x60.8x2.1x
Thu, 06 Jun 2024US$804.2bUS$509.9bUS$17.5b15.2x46x1.6x
Sat, 04 May 2024US$838.6bUS$507.8bUS$17.1b17.3x48.9x1.7x
Mon, 01 Apr 2024US$826.7bUS$505.6bUS$18.2b18.7x45.3x1.6x
Wed, 28 Feb 2024US$912.3bUS$504.8bUS$17.5b17.3x52.2x1.8x
Fri, 26 Jan 2024US$900.1bUS$499.2bUS$18.0b15.8x50x1.8x
Sun, 24 Dec 2023US$1.1tUS$498.5bUS$13.8b16.7x78.2x2.2x
Tue, 21 Nov 2023US$1.0tUS$499.0bUS$14.1b11.8x71.1x2x
Thu, 19 Oct 2023US$1.0tUS$484.7bUS$12.8b12.2x79.5x2.1x
Sat, 16 Sep 2023US$1.1tUS$486.0bUS$13.0b10.8x87.8x2.4x
Mon, 14 Aug 2023US$1.1tUS$486.8bUS$14.1b11x74.6x2.2x
Wed, 12 Jul 2023US$1.2tUS$461.4bUS$11.0b9.9x105.7x2.5x
Fri, 09 Jun 2023US$1.0tUS$462.0bUS$11.5b8.9x87.4x2.2x
Sun, 07 May 2023US$777.6bUS$462.9bUS$11.6b6.2x66.9x1.7x
Tue, 04 Apr 2023US$864.5bUS$446.8bUS$7.1b6.6x122.3x1.9x
Thu, 02 Mar 2023US$900.3bUS$450.3bUS$7.5b9.4x119.7x2x
Sat, 28 Jan 2023US$845.8bUS$432.5bUS$17.1b7.7x49.5x2x
Mon, 26 Dec 2022US$627.2bUS$425.3bUS$16.4b7x38.2x1.5x
Wed, 23 Nov 2022US$808.1bUS$425.5bUS$17.0b8.1x47.6x1.9x
Fri, 21 Oct 2022US$888.8bUS$394.9bUS$17.9b7.2x49.7x2.3x
Sun, 18 Sep 2022US$1.3tUS$395.0bUS$18.0b8.5x69.8x3.2x
Tue, 16 Aug 2022US$1.3tUS$395.6bUS$17.8b13.6x74.5x3.4x
Thu, 14 Jul 2022US$1.1tUS$373.7bUS$18.6b8x57.2x2.8x
Price to Earnings Ratio

57.2x


Total Market Cap: US$1.1tTotal Earnings: US$18.6bTotal Revenue: US$373.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 79.1x202320242025
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 140x which is higher than its 3-year average PE of 79.1x.
  • The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 23% 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 Market1.79%
Consumer Discretionary0.68%
Auto-1.66%
Motorcycle Manufacturers7.45%
Automobile Manufacturers-1.69%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 81.1x.
    • Analysts are expecting annual earnings growth of 26.7%, which is higher than its past year's earnings decline of 28.6% 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 20.9x.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings decline of 29% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 15% 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
F Ford MotorUS$11.818.8%
+US$3.8b		-9.0%PE9.4x
GM General MotorsUS$52.897.5%
+US$3.5b		13.6%PE6.7x
XPEV XPengUS$18.855.4%
+US$926.2m		153.0%PS2.6x
HOG Harley-DavidsonUS$25.538.2%
+US$234.5m		-19.8%PE8.8x
THO THOR IndustriesUS$92.604.3%
+US$201.6m		0.4%PE22.1x

Latest News

XPEV
US$18.85
XPeng
7D
5.4%
1Y
153.0%
FLYE
US$3.61
Fly-E Group
7D
-20.6%
1Y
-87.9%
LCID
US$2.16
Lucid Group
7D
2.4%
1Y
-31.6%
RIVN
US$13.07
Rivian Automotive
7D
-4.9%
1Y
-15.6%
TSLA
US$315.35
Tesla
7D
-0.7%
1Y
24.7%
F
US$11.81
Ford Motor
7D
8.8%
1Y
-9.0%
CENN
US$0.75
Cenntro
7D
-3.2%
1Y
-56.4%
NIO
US$3.51
NIO
7D
2.3%
1Y
-21.3%
LI
US$25.95
Li Auto
7D
-4.3%
1Y
28.5%
THO
US$92.60
THOR Industries
7D
4.3%
1Y
0.4%
LVWR
US$4.56
LiveWire Group
7D
-0.9%
1Y
-38.4%

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VFS
US$3.64
VinFast Auto
7D
2.0%
1Y
-15.0%
HOG
US$25.53
Harley-Davidson
7D
8.2%
1Y
-19.8%

Harley-Davidson, Inc. (NYSE:HOG) Might Not Be As Mispriced As It Looks

Jun 16
Harley-Davidson, Inc. (NYSE:HOG) Might Not Be As Mispriced As It Looks
MULN
US$0.22
Mullen Automotive
7D
-62.4%
1Y
-100.0%
GM
US$52.89
General Motors
7D
7.5%
1Y
13.6%

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May 30
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AYRO
US$7.15
Ayro
7D
-3.0%
1Y
-46.9%