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U.S. Auto Industry Analysis

UpdatedAug 19, 2025
DataAggregated Company Financials
Companies44
  • 7D-0.7%
  • 3M-2.1%
  • 1Y42.5%
  • YTD-9.1%

Over the last 7 days, the Auto industry has remained flat, although notably General Motors gained 4.1%. As for the the longer term, the industry is up 43% over the past 12 months. As for the next few years, earnings are expected to grow by 29% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 20 Aug 2025US$1.3tUS$526.1bUS$5.6b18.1x221.8x2.4x
Fri, 18 Jul 2025US$1.2tUS$527.7bUS$8.6b15.1x142.3x2.3x
Sun, 15 Jun 2025US$1.2tUS$527.7bUS$8.6b8.3x141.9x2.3x
Tue, 13 May 2025US$1.2tUS$525.9bUS$8.4b14.9x142.3x2.3x
Thu, 10 Apr 2025US$1.0tUS$528.7bUS$9.4b19x108.6x1.9x
Sat, 08 Mar 2025US$1.1tUS$535.3bUS$11.5b18.2x95.6x2.1x
Mon, 03 Feb 2025US$1.5tUS$532.5bUS$8.4b17.4x185x2.9x
Wed, 01 Jan 2025US$1.6tUS$527.0bUS$17.2b17.2x92.8x3x
Fri, 29 Nov 2024US$1.3tUS$527.9bUS$17.2b20.1x77.3x2.5x
Sun, 27 Oct 2024US$1.1tUS$525.6bUS$17.2b20.1x65.8x2.2x
Tue, 24 Sep 2024US$1.0tUS$519.9bUS$17.0b12.6x60.1x2x
Thu, 22 Aug 2024US$956.0bUS$517.9bUS$16.8b15.5x57.1x1.8x
Sat, 20 Jul 2024US$1.1tUS$509.5bUS$17.4b19.1x61.2x2.1x
Mon, 17 Jun 2024US$807.9bUS$509.6bUS$17.4b13.9x46.5x1.6x
Wed, 15 May 2024US$802.8bUS$508.6bUS$17.2b16.8x46.8x1.6x
Fri, 12 Apr 2024US$808.3bUS$505.6bUS$18.4b18.9x44x1.6x
Sun, 10 Mar 2024US$821.9bUS$504.9bUS$18.1b15.9x45.4x1.6x
Tue, 06 Feb 2024US$819.5bUS$498.9bUS$18.1b15.8x45.2x1.6x
Thu, 04 Jan 2024US$1.0tUS$498.4bUS$13.8b15.6x74.3x2.1x
Sat, 02 Dec 2023US$1.0tUS$498.3bUS$13.9b12.1x73.3x2x
Mon, 30 Oct 2023US$892.8bUS$492.8bUS$13.1b10x68.4x1.8x
Wed, 27 Sep 2023US$1.0tUS$484.8bUS$12.8b12.6x81x2.1x
Fri, 25 Aug 2023US$1.0tUS$486.3bUS$13.5b10.4x74.2x2.1x
Sun, 23 Jul 2023US$1.1tUS$469.5bUS$11.4b10.4x97.9x2.4x
Tue, 20 Jun 2023US$1.1tUS$462.2bUS$11.1b9x99.4x2.4x
Thu, 18 May 2023US$788.2bUS$464.6bUS$11.4b5.8x68.9x1.7x
Sat, 15 Apr 2023US$827.8bUS$446.9bUS$7.1b6.5x117.2x1.9x
Mon, 13 Mar 2023US$783.5bUS$447.5bUS$7.2b7.8x108.8x1.8x
Wed, 08 Feb 2023US$908.5bUS$448.7bUS$6.4b9.9x141.2x2x
Fri, 06 Jan 2023US$594.8bUS$425.5bUS$16.4b7.2x36.3x1.4x
Sun, 04 Dec 2022US$906.1bUS$426.0bUS$16.8b8.1x53.8x2.1x
Tue, 01 Nov 2022US$975.2bUS$421.5bUS$17.9b7.6x54.4x2.3x
Thu, 29 Sep 2022US$1.2tUS$394.6bUS$18.1b7.7x65.1x3x
Sat, 27 Aug 2022US$1.2tUS$396.4bUS$17.3b8.4x71.2x3.1x
Price to Earnings Ratio

71.2x


Total Market Cap: US$1.2tTotal Earnings: US$17.3bTotal Revenue: US$396.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 83.5x202320242025
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 222x which is higher than its 3-year average PE of 83.4x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 31% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.9% 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 Market1.26%
Consumer Discretionary3.01%
Auto-0.71%
Motorcycle Manufacturers8.54%
Automobile Manufacturers-0.74%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 85.3x.
    • Analysts are expecting annual earnings growth of 29.3%, which is higher than its past year's earnings decline of 28.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 29% 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
GM General MotorsUS$56.234.1%
+US$2.1b
22.9%PE8.2x
F Ford MotorUS$11.462.9%
+US$1.3b
6.9%PE14.5x
RIVN Rivian AutomotiveUS$12.414.0%
+US$582.4m
-8.3%PS2.9x
THO THOR IndustriesUS$106.1211.3%
+US$571.9m
3.9%PE25.3x
HOG Harley-DavidsonUS$27.6814.6%
+US$427.9m
-24.8%PE13.9x

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