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U.S. Auto Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies45
  • 7D-5.2%
  • 3M20.9%
  • 1Y25.1%
  • YTD8.6%

Over the last 7 days, the Auto industry has dropped 5.2%, driven by a pullback from Tesla of 5.9%. On the other hand XPeng is actually up 12%. In the past year, the industry has gained 25%. Earnings are forecast to grow by 34% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 15 Nov 2025US$1.7tUS$536.1bUS$4.9b17.7x340x3.1x
Mon, 13 Oct 2025US$1.6tUS$527.8bUS$5.8b17.3x272.2x3x
Wed, 10 Sep 2025US$1.3tUS$527.8bUS$5.7b18.6x230.1x2.5x
Fri, 08 Aug 2025US$1.2tUS$526.1bUS$6.5b18.2x185.5x2.3x
Sun, 06 Jul 2025US$1.2tUS$527.8bUS$8.6b15.7x139.9x2.3x
Tue, 03 Jun 2025US$1.3tUS$527.3bUS$8.6b8.1x150.3x2.5x
Thu, 01 May 2025US$1.1tUS$528.0bUS$8.5b12.9x126.7x2x
Sat, 29 Mar 2025US$1.1tUS$529.0bUS$9.3b20.3x112.7x2x
Mon, 24 Feb 2025US$1.3tUS$535.1bUS$11.5b17.1x117.6x2.5x
Wed, 22 Jan 2025US$1.6tUS$527.1bUS$17.3b17x93.8x3.1x
Fri, 20 Dec 2024US$1.7tUS$527.1bUS$17.1b20.6x96.9x3.1x
Sun, 17 Nov 2024US$1.3tUS$527.7bUS$16.9b16.1x76x2.4x
Tue, 15 Oct 2024US$961.5bUS$519.5bUS$17.0b18.7x56.7x1.9x
Thu, 12 Sep 2024US$983.0bUS$519.5bUS$17.0b13.7x57.9x1.9x
Sat, 10 Aug 2024US$871.1bUS$517.1bUS$16.4b13.3x53.2x1.7x
Mon, 08 Jul 2024US$1.1tUS$509.5bUS$17.4b17.5x60.8x2.1x
Wed, 05 Jun 2024US$810.5bUS$509.9bUS$17.5b14.3x46.4x1.6x
Fri, 03 May 2024US$828.9bUS$507.8bUS$17.1b17.4x48.4x1.6x
Sun, 31 Mar 2024US$826.7bUS$505.6bUS$18.2b18.7x45.3x1.6x
Tue, 27 Feb 2024US$912.3bUS$504.8bUS$17.5b17.2x52.3x1.8x
Thu, 25 Jan 2024US$908.6bUS$498.4bUS$13.8b15.8x65.7x1.8x
Sat, 23 Dec 2023US$1.1tUS$498.5bUS$13.8b16.7x78.2x2.2x
Mon, 20 Nov 2023US$1.0tUS$499.0bUS$14.0b11.8x71.8x2x
Wed, 18 Oct 2023US$1.1tUS$484.8bUS$12.8b12.6x83.3x2.2x
Fri, 15 Sep 2023US$1.1tUS$486.0bUS$13.0b10.8x87.8x2.4x
Sun, 13 Aug 2023US$1.1tUS$486.8bUS$14.1b11x74.6x2.2x
Tue, 11 Jul 2023US$1.2tUS$461.4bUS$11.0b9.8x105.3x2.5x
Thu, 08 Jun 2023US$956.9bUS$461.9bUS$11.5b8.9x83.5x2.1x
Sat, 06 May 2023US$777.6bUS$462.9bUS$11.6b6.2x66.9x1.7x
Mon, 03 Apr 2023US$907.6bUS$446.8bUS$7.1b6.6x128.6x2x
Wed, 01 Mar 2023US$913.2bUS$449.5bUS$6.8b9.4x134.2x2x
Fri, 27 Jan 2023US$774.6bUS$432.6bUS$17.1b7.5x45.3x1.8x
Sun, 25 Dec 2022US$627.1bUS$425.3bUS$16.4b7x38.2x1.5x
Tue, 22 Nov 2022US$798.0bUS$425.4bUS$16.8b8x47.5x1.9x
Price to Earnings Ratio

47.5x


Total Market Cap: US$798.0bTotal Earnings: US$16.8bTotal Revenue: US$425.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 101.8x202320242025
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 340x which is higher than its 3-year average PE of 102x.
  • 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 34% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.0% 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-0.42%
Consumer Discretionary-3.23%
Auto-5.17%
Motorcycle Manufacturers-3.76%
Automobile Manufacturers-5.17%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 103x.
    • Analysts are expecting annual earnings growth of 34.2%, which is higher than its past year's earnings decline of 11.6% 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 11.6x.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings decline of 12% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
XPEV XPengUS$25.0111.6%
+US$2.5b		96.3%PS2.8x
VFS VinFast AutoUS$3.460.9%
+US$70.2m		-13.7%PS3.5x
AIIO Robo.aiUS$0.5914.1%
+US$21.1m		-52.3%PS29.8x
MAMO Massimo GroupUS$3.103.3%
+US$4.2m		8.4%PS1.8x
SBLX StableX TechnologiesUS$3.604.0%
+US$189.8k		-71.2%PS899.7x

Latest News

LI
US$19.77
Li Auto
7D
-1.1%
1Y
-13.0%
LCID
US$14.20
Lucid Group
7D
-17.8%
1Y
-29.4%
XPEV
US$25.01
XPeng
7D
11.6%
1Y
96.3%

XPEV: New Model Launches And Supply Chain Progress Will Balance Recall Challenges

XPeng's analyst price target has increased modestly from $26.49 to $26.95 per share, as analysts cite slight lifts in volume and revenue estimates following recent product updates and improved guidance. Analyst Commentary Analyst sentiment on XPeng remains mixed, with several firms recently updating their price targets or ratings in response to company developments and broader industry factors.
NIO
US$6.16
NIO
7D
-10.2%
1Y
37.2%
LOT
US$1.32
Lotus Technology
7D
-18.5%
1Y
-70.7%
MAMO
US$3.10
Massimo Group
7D
3.3%
1Y
8.4%
GM
US$70.52
General Motors
7D
-0.3%
1Y
23.6%

GM: Shares Will Reflect Fair Value Amid EV Challenges And Trade Policy Shifts

General Motors' fair value estimate saw an upward revision of approximately $1 to $73.15. Analysts cite strong Q3 results, improved profitability, and positive industry dynamics supporting higher price targets across the Street.
TSLA
US$404.35
Tesla
7D
-5.9%
1Y
26.1%
THO
US$98.65
THOR Industries
7D
-5.0%
1Y
-9.8%
PSNY
US$0.52
Polestar Automotive Holding UK
7D
-30.5%
1Y
-54.8%
VFS
US$3.46
VinFast Auto
7D
0.9%
1Y
-13.7%
CJET
US$2.78
Chijet Motor Company
7D
11.2%
1Y
-98.6%
AIIO
US$0.59
Robo.ai
7D
14.1%
1Y
-52.3%
SBLX
US$3.60
StableX Technologies
7D
4.0%
1Y
-71.2%