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U.S. Auto Industry Analysis

UpdatedJul 08, 2025
DataAggregated Company Financials
Companies43
  • 7D-6.1%
  • 3M30.9%
  • 1Y13.7%
  • YTD-19.2%

Over the last 7 days, the Auto industry has dropped 6.1%, driven by a pullback from Tesla of 7.5%. On the other hand Ford Motor is actually up 6.8%. This takes the industry's 12 month performance to a gain of 14%. 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
Wed, 09 Jul 2025US$1.2tUS$527.7bUS$8.6b15.5x139.8x2.3x
Fri, 06 Jun 2025US$1.1tUS$527.8bUS$8.4b8.3x130.5x2.1x
Sun, 04 May 2025US$1.1tUS$527.6bUS$8.4b14x130.2x2.1x
Tue, 01 Apr 2025US$1.0tUS$529.0bUS$9.4b20x108.3x1.9x
Thu, 27 Feb 2025US$1.2tUS$535.1bUS$11.5b19.7x107.6x2.3x
Sat, 25 Jan 2025US$1.6tUS$527.3bUS$17.3b17.3x91.1x3x
Mon, 23 Dec 2024US$1.6tUS$527.0bUS$17.1b16.9x93.9x3x
Wed, 20 Nov 2024US$1.3tUS$527.7bUS$17.0b16.5x79.4x2.6x
Fri, 18 Oct 2024US$970.6bUS$519.2bUS$17.0b16.6x57.2x1.9x
Sun, 15 Sep 2024US$991.1bUS$519.6bUS$17.0b13.3x58.3x1.9x
Tue, 13 Aug 2024US$866.6bUS$517.1bUS$16.4b13.1x52.9x1.7x
Thu, 11 Jul 2024US$1.1tUS$509.4bUS$17.4b17.2x62.8x2.1x
Sat, 08 Jun 2024US$814.9bUS$509.7bUS$17.4b15.1x46.8x1.6x
Mon, 06 May 2024US$838.5bUS$507.8bUS$17.1b17.3x48.9x1.7x
Wed, 03 Apr 2024US$825.8bUS$505.6bUS$18.4b17.8x45x1.6x
Fri, 01 Mar 2024US$925.2bUS$504.9bUS$17.0b17.5x54.4x1.8x
Sun, 28 Jan 2024US$824.2bUS$499.2bUS$18.0b15.7x45.7x1.7x
Tue, 26 Dec 2023US$1.1tUS$498.5bUS$13.8b16.7x78.2x2.2x
Thu, 23 Nov 2023US$1.0tUS$498.2bUS$14.0b11.7x72x2x
Sat, 21 Oct 2023US$916.1bUS$486.3bUS$11.3b12x80.9x1.9x
Mon, 18 Sep 2023US$1.2tUS$486.0bUS$13.0b10.6x88.7x2.4x
Wed, 16 Aug 2023US$1.0tUS$486.7bUS$13.7b10.8x74.3x2.1x
Fri, 14 Jul 2023US$1.2tUS$461.7bUS$11.0b10.1x108.1x2.6x
Sun, 11 Jun 2023US$1.0tUS$462.1bUS$11.0b8.8x93.4x2.2x
Tue, 09 May 2023US$785.3bUS$462.9bUS$11.6b6.3x67.5x1.7x
Thu, 06 Apr 2023US$827.4bUS$446.8bUS$7.1b6.4x117x1.9x
Sat, 04 Mar 2023US$886.6bUS$449.0bUS$7.4b9.4x119.4x2x
Mon, 30 Jan 2023US$845.8bUS$432.5bUS$17.1b7.7x49.5x2x
Wed, 28 Dec 2022US$577.0bUS$425.4bUS$16.4b6.9x35.1x1.4x
Fri, 25 Nov 2022US$853.1bUS$425.5bUS$17.0b8.1x50.2x2x
Sun, 23 Oct 2022US$919.3bUS$394.8bUS$17.9b7.5x51.4x2.3x
Tue, 20 Sep 2022US$1.3tUS$395.0bUS$18.0b8.8x71x3.2x
Thu, 18 Aug 2022US$1.3tUS$396.1bUS$17.5b8.5x74.4x3.3x
Sat, 16 Jul 2022US$1.1tUS$374.7bUS$18.0b8.1x59.8x2.9x
Price to Earnings Ratio

59.8x


Total Market Cap: US$1.1tTotal Earnings: US$18.0bTotal Revenue: US$374.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 79.2x202320242025
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 22% 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 Market0.42%
Consumer Discretionary0.063%
Auto-6.10%
Motorcycle Manufacturers-0.75%
Automobile Manufacturers-6.12%
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 26.6%, 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 21.0x.
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$11.682.9%
+US$1.3b		-9.5%PE9.3x
LCID Lucid GroupUS$2.3013.3%
+US$823.6m		-25.6%PS8.1x
RIVN Rivian AutomotiveUS$13.13-2.5%
US$286.4m		-16.4%PS3.1x
GM General MotorsUS$52.190.3%
+US$153.8m		12.8%PE6.6x
LI Li AutoUS$26.980.6%
+US$152.0m		34.1%PE24.2x

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US$2.30
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7D
13.3%
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RIVN
US$13.13
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7D
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1Y
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F
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7D
2.9%
1Y
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US$2.14
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7D
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1Y
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NIO
US$3.50
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7D
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1Y
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