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U.S. Auto Industry Analysis

UpdatedJun 21, 2025
DataAggregated Company Financials
Companies43
  • 7D-1.0%
  • 3M23.9%
  • 1Y60.9%
  • YTD-13.0%

The Auto industry has stayed flat over the last week. As for the the longer term, the industry is up 61% over the past 12 months. 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
Sat, 21 Jun 2025US$1.2tUS$527.7bUS$8.6b8.4x140.7x2.3x
Mon, 19 May 2025US$1.3tUS$525.9bUS$8.5b15.1x154.3x2.5x
Wed, 16 Apr 2025US$977.5bUS$528.7bUS$9.4b18x103.7x1.8x
Fri, 14 Mar 2025US$1.1tUS$535.2bUS$11.5b18x91.9x2x
Sun, 09 Feb 2025US$1.4tUS$534.4bUS$10.7b18.6x132x2.6x
Tue, 07 Jan 2025US$1.6tUS$526.9bUS$17.2b17.2x91.5x3x
Thu, 05 Dec 2024US$1.4tUS$527.7bUS$17.2b18.7x80.7x2.6x
Sat, 02 Nov 2024US$1.1tUS$529.1bUS$16.9b17.5x62.7x2x
Mon, 30 Sep 2024US$1.1tUS$519.9bUS$17.0b15.1x64.7x2.1x
Wed, 28 Aug 2024US$943.3bUS$517.9bUS$17.0b14.1x55.4x1.8x
Fri, 26 Jul 2024US$945.9bUS$516.3bUS$16.4b13.8x57.7x1.8x
Sun, 23 Jun 2024US$825.2bUS$509.4bUS$17.4b18.2x47.5x1.6x
Tue, 21 May 2024US$821.1bUS$508.6bUS$17.3b14.9x47.5x1.6x
Thu, 18 Apr 2024US$742.3bUS$505.5bUS$18.4b16.4x40.4x1.5x
Sat, 16 Mar 2024US$776.8bUS$504.8bUS$18.1b15.7x42.9x1.5x
Mon, 12 Feb 2024US$874.6bUS$500.9bUS$16.3b16.6x53.8x1.7x
Wed, 10 Jan 2024US$1.0tUS$498.4bUS$13.7b15.9x73.5x2x
Fri, 08 Dec 2023US$1.0tUS$498.5bUS$13.7b14.7x75.6x2.1x
Sun, 05 Nov 2023US$954.2bUS$493.2bUS$13.2b11.4x72.4x1.9x
Tue, 03 Oct 2023US$1.1tUS$484.8bUS$12.8b12.8x83.3x2.2x
Thu, 31 Aug 2023US$1.1tUS$486.1bUS$13.0b10.8x84.4x2.3x
Sat, 29 Jul 2023US$1.2tUS$483.3bUS$13.5b10.8x85.6x2.4x
Mon, 26 Jun 2023US$1.1tUS$461.4bUS$11.0b8.9x97.5x2.3x
Wed, 24 May 2023US$830.0bUS$464.4bUS$11.8b5.7x70.4x1.8x
Fri, 21 Apr 2023US$746.8bUS$451.4bUS$6.2b6.5x120x1.7x
Sun, 19 Mar 2023US$795.7bUS$447.0bUS$7.0b7.3x113x1.8x
Tue, 14 Feb 2023US$894.0bUS$448.6bUS$6.4b9.6x138.6x2x
Thu, 12 Jan 2023US$650.9bUS$425.9bUS$16.3b7.6x39.8x1.5x
Sat, 10 Dec 2022US$839.8bUS$425.6bUS$16.5b7.7x51x2x
Mon, 07 Nov 2022US$917.6bUS$422.0bUS$17.9b7.8x51.4x2.2x
Wed, 05 Oct 2022US$1.1tUS$395.0bUS$17.9b7.8x59.4x2.7x
Fri, 02 Sep 2022US$1.2tUS$396.3bUS$17.3b8.1x68.4x3x
Sun, 31 Jul 2022US$1.3tUS$394.7bUS$18.1b8.9x70.1x3.2x
Tue, 28 Jun 2022US$1.1tUS$374.0bUS$18.6b15.5x58.1x2.9x
Price to Earnings Ratio

58.1x


Total Market Cap: US$1.1tTotal Earnings: US$18.6bTotal Revenue: US$374.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 77.8x202320242025
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 141x which is higher than its 3-year average PE of 77.8x.
  • 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 Market0.00049%
Consumer Discretionary-0.28%
Auto-0.95%
Automobile Manufacturers-0.95%
Motorcycle Manufacturers-2.49%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 79.8x.
    • Analysts are expecting annual earnings growth of 26.0%, 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 20.3x.
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 29% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 16% 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$10.591.5%
+US$636.2m		-10.6%PE8.4x
LCID Lucid GroupUS$2.194.3%
+US$274.5m		-12.0%PS7.7x
RIVN Rivian AutomotiveUS$13.571.1%
+US$172.0m		31.5%PS3.1x
XPEV XPengUS$18.310.7%
+US$123.6m		136.9%PS2.5x
PSNY Polestar Automotive Holding UKUS$1.051.9%
+US$42.2m		49.4%PS1.1x

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NIO
7D
-2.8%
1Y
-20.7%
LI
US$26.01
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7D
-6.3%
1Y
45.6%
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US$3.51
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1Y
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LCID
US$2.19
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7D
4.3%
1Y
-12.0%
THO
US$85.36
THOR Industries
7D
-1.8%
1Y
-6.1%
GM
US$48.20
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7D
-0.9%
1Y
1.0%

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XPEV
US$18.31
XPeng
7D
0.7%
1Y
136.9%
ZK
US$25.94
ZEEKR Intelligent Technology Holding
7D
0.1%
1Y
22.6%
NWTN
US$2.10
NWTN
7D
6.6%
1Y
55.6%
F
US$10.59
Ford Motor
7D
1.5%
1Y
-10.6%
RIVN
US$13.57
Rivian Automotive
7D
1.1%
1Y
31.5%