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U.S. Auto Industry Analysis

UpdatedSep 07, 2025
DataAggregated Company Financials
Companies44
  • 7D4.2%
  • 3M13.1%
  • 1Y56.2%
  • YTD-5.0%

In the last week, the Auto industry is up 4.2%, with Tesla up 5.1%. Meanwhile, XPeng actually underperformed within the industry, shrinking 5.7% in the last week. This means that the industry has gained 56% over the past year. Earnings are forecast to grow by 30% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 07 Sep 2025US$1.3tUS$527.8bUS$5.7b18.1x231.7x2.5x
Tue, 05 Aug 2025US$1.2tUS$525.9bUS$5.3b18x217.5x2.2x
Thu, 03 Jul 2025US$1.1tUS$527.8bUS$8.6b15.9x134x2.2x
Sat, 31 May 2025US$1.3tUS$527.2bUS$8.6b8.3x155x2.5x
Mon, 28 Apr 2025US$1.1tUS$526.9bUS$8.4b19.4x129.5x2.1x
Wed, 26 Mar 2025US$1.1tUS$529.1bUS$9.3b15.2x118.3x2.1x
Fri, 21 Feb 2025US$1.4tUS$534.6bUS$10.7b17.1x132.9x2.7x
Sun, 19 Jan 2025US$1.6tUS$526.8bUS$17.2b16.2x94.6x3.1x
Tue, 17 Dec 2024US$1.7tUS$527.3bUS$17.1b20.7x96.9x3.1x
Thu, 14 Nov 2024US$1.3tUS$527.8bUS$16.8b15.8x78.3x2.5x
Sat, 12 Oct 2024US$1.0tUS$519.5bUS$17.0b18.7x60.4x2x
Mon, 09 Sep 2024US$926.5bUS$519.7bUS$17.0b13.5x54.5x1.8x
Wed, 07 Aug 2024US$865.6bUS$517.2bUS$16.9b12.6x51.2x1.7x
Fri, 05 Jul 2024US$1.0tUS$509.5bUS$17.4b18x59.9x2x
Sun, 02 Jun 2024US$815.1bUS$509.9bUS$17.5b14.7x46.6x1.6x
Tue, 30 Apr 2024US$790.3bUS$507.8bUS$17.1b16.7x46.1x1.6x
Thu, 28 Mar 2024US$839.0bUS$505.6bUS$18.2b18.2x46.2x1.7x
Sat, 24 Feb 2024US$870.2bUS$501.5bUS$16.7b17x52.1x1.7x
Mon, 22 Jan 2024US$918.8bUS$498.4bUS$13.8b15.9x66.5x1.8x
Wed, 20 Dec 2023US$1.1tUS$498.7bUS$13.8b16.1x79.6x2.2x
Fri, 17 Nov 2023US$1.0tUS$497.8bUS$14.1b11.6x71.8x2x
Sun, 15 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x82.4x2.2x
Tue, 12 Sep 2023US$1.1tUS$486.0bUS$13.0b10.5x88x2.4x
Thu, 10 Aug 2023US$1.1tUS$486.9bUS$14.0b11.3x76x2.2x
Sat, 08 Jul 2023US$1.2tUS$461.4bUS$11.0b9.6x106.3x2.5x
Mon, 05 Jun 2023US$925.6bUS$463.8bUS$11.7b5.9x79.3x2x
Wed, 03 May 2023US$737.3bUS$455.7bUS$6.8b6.1x108.7x1.6x
Fri, 31 Mar 2023US$864.6bUS$446.8bUS$7.0b6.5x123.4x1.9x
Sun, 26 Feb 2023US$879.5bUS$448.4bUS$6.8b9.2x128.4x2x
Tue, 24 Jan 2023US$718.9bUS$426.0bUS$15.7b7.5x45.7x1.7x
Thu, 22 Dec 2022US$684.7bUS$425.3bUS$16.4b7.2x41.7x1.6x
Sat, 19 Nov 2022US$842.8bUS$425.6bUS$16.8b8.1x50.2x2x
Mon, 17 Oct 2022US$879.5bUS$394.7bUS$17.9b7.3x49.2x2.2x
Wed, 14 Sep 2022US$1.3tUS$395.2bUS$18.0b9x70.8x3.2x
Price to Earnings Ratio

70.8x


Total Market Cap: US$1.3tTotal Earnings: US$18.0bTotal Revenue: US$395.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 86.1x202320242025
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 232x which is higher than its 3-year average PE of 86.1x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 32% per year over the last three years.
  • Meanwhile revenues for these companies have grown 10% 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 Market0.43%
Consumer Discretionary1.53%
Auto4.17%
Automobile Manufacturers4.18%
Motorcycle Manufacturers0.50%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 88.0x.
    • Analysts are expecting annual earnings growth of 29.9%, which is higher than its past year's earnings decline of 20.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings decline of 21% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 12% 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$350.845.1%
+US$54.7b		66.5%PE192.5x
RIVN Rivian AutomotiveUS$14.214.7%
+US$776.6m		7.4%PS3.3x
LI Li AutoUS$23.651.3%
+US$304.0m		29.2%PE21.2x
THO THOR IndustriesUS$112.332.5%
+US$145.2m		11.2%PE26.8x
HOG Harley-DavidsonUS$30.203.7%
+US$131.3m		-17.2%PE15.1x

Latest News

TSLA
US$350.84
Tesla
7D
5.1%
1Y
66.5%

Autonomous Ride-Hailing, Energy Storage And AI Will Shape Future Markets

Tesla’s consensus price target has increased modestly to $310.53, driven by optimism around Musk’s new incentive package and anticipated growth in autonomous, robotaxi, and robotics initiatives, though concerns remain over execution challenges and EV demand headwinds. Analyst Commentary Bullish analysts see the new long-term incentive package for Elon Musk as a catalyst to boost investor sentiment, incentivize sustained leadership, and align Musk’s interests with shareholders, particularly as autonomous driving and robotics come to the forefront.
LCID
US$18.41
Lucid Group
7D
-7.0%
1Y
-48.4%
VFS
US$3.34
VinFast Auto
7D
-2.3%
1Y
-10.7%
LOBO
US$0.53
Lobo EV Technologies
7D
3.8%
1Y
-75.0%
LOT
US$1.95
Lotus Technology
7D
-8.0%
1Y
-62.4%
RIVN
US$14.21
Rivian Automotive
7D
4.7%
1Y
7.4%

Accelerated EV Adoption And Vertical Integration Will Drive Efficient Manufacturing

Rivian’s consensus analyst price target held steady at $13.94 as market caution persists due to weakened EV demand, U.S. policy headwinds, and lower earnings guidance, partially offset by optimism around new product launches and autonomy initiatives. Analyst Commentary Bearish analysts cite ongoing softness in R1 vehicle demand and lower confidence in R2 and R3 volume and ASP assumptions due to weakened long-term market outlooks.
WGO
US$36.79
Winnebago Industries
7D
2.3%
1Y
-34.5%
NIO
US$5.95
NIO
7D
-6.7%
1Y
18.5%
XPEV
US$19.83
XPeng
7D
-5.7%
1Y
132.2%
LI
US$23.65
Li Auto
7D
1.3%
1Y
29.2%
HOG
US$30.20
Harley-Davidson
7D
3.7%
1Y
-17.2%
GM
US$58.27
General Motors
7D
-0.5%
1Y
23.6%
PSNY
US$1.01
Polestar Automotive Holding UK
7D
-26.3%
1Y
-26.8%
F
US$11.74
Ford Motor
7D
-0.3%
1Y
11.0%
THO
US$112.33
THOR Industries
7D
2.5%
1Y
11.2%

THOR Industries (NYSE:THO) Is Reinvesting At Lower Rates Of Return

Aug 16
THOR Industries (NYSE:THO) Is Reinvesting At Lower Rates Of Return
EVTV
US$2.43
Envirotech Vehicles
7D
7.5%
1Y
-85.7%