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U.S. Auto Industry Analysis

UpdatedAug 31, 2025
DataAggregated Company Financials
Companies44
  • 7D-1.7%
  • 3M-0.5%
  • 1Y46.6%
  • YTD-8.8%

Over the last 7 days, the Auto industry has dropped 1.7%, driven by Tesla declining 1.8%. Meanwhile, Polestar Automotive Holding UK actually outperformed within the industry, gaining 26% in the last week. Over the past 12 months, the industry was up 47%. 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
Sun, 31 Aug 2025US$1.3tUS$527.6bUS$5.7b17.9x222.5x2.4x
Tue, 29 Jul 2025US$1.2tUS$523.8bUS$7.3b15.8x166.3x2.3x
Thu, 26 Jun 2025US$1.3tUS$527.7bUS$8.6b8.3x148.3x2.4x
Sat, 24 May 2025US$1.3tUS$527.3bUS$8.6b8.4x149.2x2.4x
Mon, 21 Apr 2025US$936.6bUS$528.8bUS$9.4b18.2x99.4x1.8x
Wed, 19 Mar 2025US$943.7bUS$528.9bUS$9.5b16.4x98.9x1.8x
Fri, 14 Feb 2025US$1.3tUS$534.5bUS$10.7b17.5x124.8x2.5x
Sun, 12 Jan 2025US$1.5tUS$526.8bUS$17.2b17.2x88.2x2.9x
Tue, 10 Dec 2024US$1.5tUS$527.4bUS$17.1b22x88.1x2.9x
Thu, 07 Nov 2024US$1.1tUS$528.5bUS$16.9b17.4x63.2x2x
Sat, 05 Oct 2024US$1.0tUS$519.6bUS$17.0b19.5x60.7x2x
Mon, 02 Sep 2024US$948.9bUS$518.4bUS$16.8b14.4x56.3x1.8x
Wed, 31 Jul 2024US$986.0bUS$516.4bUS$16.5b12.8x59.9x1.9x
Fri, 28 Jun 2024US$873.3bUS$509.4bUS$17.4b18x50.3x1.7x
Sun, 26 May 2024US$816.7bUS$509.9bUS$17.4b14.4x47x1.6x
Tue, 23 Apr 2024US$711.5bUS$505.5bUS$18.4b16x38.7x1.4x
Thu, 21 Mar 2024US$807.5bUS$505.9bUS$18.2b16.4x44.3x1.6x
Sat, 17 Feb 2024US$897.0bUS$500.7bUS$16.6b16.6x54.1x1.8x
Mon, 15 Jan 2024US$951.6bUS$498.3bUS$13.8b15.7x69.2x1.9x
Wed, 13 Dec 2023US$1.0tUS$498.4bUS$13.8b14.6x73.9x2x
Fri, 10 Nov 2023US$950.5bUS$497.5bUS$14.0b10.5x67.8x1.9x
Sun, 08 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x84.9x2.2x
Tue, 05 Sep 2023US$1.1tUS$486.1bUS$13.0b11x81.7x2.2x
Thu, 03 Aug 2023US$1.1tUS$483.2bUS$13.5b10.9x82.7x2.3x
Sat, 01 Jul 2023US$1.1tUS$461.3bUS$11.1b9.8x101x2.4x
Mon, 29 May 2023US$856.1bUS$463.8bUS$11.7b5.8x73.4x1.8x
Wed, 26 Apr 2023US$735.2bUS$451.3bUS$6.3b6.5x117.4x1.6x
Fri, 24 Mar 2023US$841.0bUS$446.9bUS$7.0b6.3x120.6x1.9x
Sun, 19 Feb 2023US$939.4bUS$448.4bUS$6.2b9.6x150.3x2.1x
Tue, 17 Jan 2023US$645.8bUS$426.1bUS$15.7b7.6x41.1x1.5x
Thu, 15 Dec 2022US$764.3bUS$425.6bUS$16.5b7.8x46.4x1.8x
Sat, 12 Nov 2022US$895.2bUS$423.5bUS$17.1b8.3x52.3x2.1x
Mon, 10 Oct 2022US$953.3bUS$394.9bUS$17.8b7.4x53.4x2.4x
Wed, 07 Sep 2022US$1.2tUS$394.8bUS$18.3b8.1x62.9x2.9x
Price to Earnings Ratio

62.9x


Total Market Cap: US$1.2tTotal Earnings: US$18.3bTotal Revenue: US$394.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 85.1x202320242025
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 222x which is higher than its 3-year average PE of 85.1x.
  • 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 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 Market0.0096%
Consumer Discretionary-0.16%
Auto-1.73%
Motorcycle Manufacturers-0.46%
Automobile Manufacturers-1.74%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 87.0x.
    • Analysts are expecting annual earnings growth of 29.4%, 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 29% 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
PSNY Polestar Automotive Holding UKUS$1.3725.7%
+US$644.2m		12.3%PS1.5x
RIVN Rivian AutomotiveUS$13.573.7%
+US$582.4m		-4.0%PS3.2x
GM General MotorsUS$58.590.4%
+US$209.5m		17.7%PE8.6x
AIIO Robo.aiUS$1.6245.9%
+US$149.0m		51.4%PS39.5x
F Ford MotorUS$11.770.3%
+US$119.4m		5.2%PE14.9x

Latest News

LOT
US$2.12
Lotus Technology
7D
-3.6%
1Y
-61.6%
HOG
US$29.12
Harley-Davidson
7D
1.5%
1Y
-22.2%
GM
US$58.59
General Motors
7D
0.4%
1Y
17.7%
XPEV
US$21.02
XPeng
7D
-11.5%
1Y
161.1%

Proprietary AI And International Expansion Will Advance Autonomous Mobility

XPeng's consensus price target increased modestly to $26.43, reflecting analysts' optimism on improved vehicle margins, higher volume forecasts from new model launches, and recent earnings outperformance. Analyst Commentary Improvement in vehicle margin driven by better product mix, supply chain optimization, and economies of scale.
LCID
US$1.98
Lucid Group
7D
-2.5%
1Y
-50.7%

Autonomous Fleets And EV Platforms Will Redefine Global Mobility

A slight decline in net profit margin and a modest increase in the future P/E ratio have led analysts to lower Lucid Group’s consensus price target from $2.50 to $2.43. What's in the News Lucid Group shareholders approved a reverse stock split at a special meeting on August 18, 2025, giving the board discretionary authority to effect the split at a later date (Key Developments).
PSNY
US$1.37
Polestar Automotive Holding UK
7D
25.7%
1Y
12.3%
LI
US$23.35
Li Auto
7D
-3.0%
1Y
20.0%
TSLA
US$333.87
Tesla
7D
-1.8%
1Y
55.9%
AIIO
US$1.62
Robo.ai
7D
45.9%
1Y
51.4%
NIO
US$6.38
NIO
7D
0.6%
1Y
57.9%

Smart EV Models And Cost Savings Will Drive Global Markets

Analysts have raised NIO’s price target to $5.10, citing stronger medium-term delivery growth expectations and increased confidence in new SUV sales and product execution. Analyst Commentary Bullish analysts anticipate several near-term positive catalysts, including strong Q2 results, the formal ES8 price announcement, and Nio Day, as well as potential new model reveals at the Guangzhou Auto Show.
F
US$11.77
Ford Motor
7D
0.3%
1Y
5.2%
THO
US$109.60
THOR Industries
7D
-1.9%
1Y
2.2%

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

Aug 16
THOR Industries (NYSE:THO) Is Reinvesting At Lower Rates Of Return
ZK
US$29.43
ZEEKR Intelligent Technology Holding
7D
-4.2%
1Y
81.9%
GGR
US$0.38
Gogoro
7D
4.9%
1Y
-65.9%
RIVN
US$13.57
Rivian Automotive
7D
3.7%
1Y
-4.0%
VFS
US$3.42
VinFast Auto
7D
-1.4%
1Y
-5.0%