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U.S. Auto Industry Analysis

UpdatedMay 06, 2025
DataAggregated Company Financials
Companies44
  • 7D-1.8%
  • 3M-25.4%
  • 1Y37.9%
  • YTD-23.0%

Over the last 7 days, the Auto industry has dropped 1.8%, driven by a pullback from Tesla of 2.0%. This takes the industry's 12 month performance to a gain of 38%. As for the next few years, earnings are expected to grow by 26% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 06 May 2025US$1.1tUS$527.6bUS$8.4b14x127.5x2x
Thu, 03 Apr 2025US$1.1tUS$528.9bUS$9.4b20.8x114.9x2x
Sat, 01 Mar 2025US$1.2tUS$534.9bUS$11.5b18.9x104.8x2.2x
Mon, 27 Jan 2025US$1.6tUS$527.3bUS$17.3b17.3x90.1x3x
Wed, 25 Dec 2024US$1.7tUS$527.0bUS$17.1b17.5x102x3.3x
Fri, 22 Nov 2024US$1.4tUS$527.8bUS$17.2b19.2x78.8x2.6x
Sun, 20 Oct 2024US$969.0bUS$519.3bUS$17.0b17.6x57.1x1.9x
Tue, 17 Sep 2024US$979.8bUS$519.7bUS$17.5b13.2x56.1x1.9x
Thu, 15 Aug 2024US$901.0bUS$517.3bUS$16.6b13.1x54.3x1.7x
Sat, 13 Jul 2024US$1.1tUS$509.6bUS$17.4b19.2x60.9x2.1x
Mon, 10 Jun 2024US$812.7bUS$509.7bUS$17.4b15.1x46.7x1.6x
Wed, 08 May 2024US$820.9bUS$507.9bUS$17.2b17.1x47.7x1.6x
Fri, 05 Apr 2024US$809.1bUS$505.7bUS$18.4b18.9x44x1.6x
Sun, 03 Mar 2024US$920.3bUS$504.8bUS$18.0b17.6x51.1x1.8x
Tue, 30 Jan 2024US$825.2bUS$499.1bUS$18.0b16x45.7x1.7x
Thu, 28 Dec 2023US$1.1tUS$498.5bUS$13.8b17x80.5x2.2x
Sat, 25 Nov 2023US$1.0tUS$498.3bUS$13.9b11.9x72.5x2x
Mon, 23 Oct 2023US$916.1bUS$486.3bUS$11.3b12x80.9x1.9x
Wed, 20 Sep 2023US$1.1tUS$486.0bUS$13.0b10.6x86x2.3x
Fri, 18 Aug 2023US$992.8bUS$486.6bUS$13.7b10.6x72.4x2x
Sun, 16 Jul 2023US$1.2tUS$461.7bUS$11.0b10.2x108.9x2.6x
Tue, 13 Jun 2023US$1.1tUS$462.0bUS$11.1b8.7x95.2x2.3x
Thu, 11 May 2023US$774.4bUS$464.8bUS$11.3b6x68.4x1.7x
Sat, 08 Apr 2023US$824.7bUS$446.9bUS$7.1b6.3x116.8x1.8x
Mon, 06 Mar 2023US$886.6bUS$449.0bUS$7.4b9.4x119.4x2x
Wed, 01 Feb 2023US$828.9bUS$432.6bUS$17.1b7.9x48.5x1.9x
Fri, 30 Dec 2022US$621.1bUS$425.4bUS$16.4b6.9x37.8x1.5x
Sun, 27 Nov 2022US$851.4bUS$425.5bUS$17.0b8.2x50.1x2x
Tue, 25 Oct 2022US$919.3bUS$394.8bUS$17.9b7.5x51.4x2.3x
Thu, 22 Sep 2022US$1.2tUS$394.8bUS$18.0b8.3x68.1x3.1x
Sat, 20 Aug 2022US$1.3tUS$396.0bUS$17.5b8.6x72.5x3.2x
Mon, 18 Jul 2022US$1.1tUS$374.7bUS$18.0b8.1x60x2.9x
Wed, 15 Jun 2022US$971.9bUS$373.3bUS$18.6b13.7x52.3x2.6x
Fri, 13 May 2022US$1.0tUS$371.1bUS$19.5b12.5x52.3x2.8x
Price to Earnings Ratio

52.3x


Total Market Cap: US$1.0tTotal Earnings: US$19.5bTotal Revenue: US$371.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 74.1x202320242025
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 128x which is higher than its 3-year average PE of 74.1x.
  • The industry is trading close to its 3-year average PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 24% 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 Market2.16%
Consumer Discretionary1.08%
Auto-1.76%
Automobile Manufacturers-1.76%
Motorcycle Manufacturers-2.99%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 76.1x.
    • Analysts are expecting annual earnings growth of 26.0%, 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 18.8x.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 26% 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 16% 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
LI Li AutoUS$25.253.9%
+US$962.6m
-13.5%PE23.2x
F Ford MotorUS$10.171.5%
+US$596.5m
-18.6%PE6.9x
RIVN Rivian AutomotiveUS$13.552.7%
+US$413.3m
31.2%PS3.1x
LOT Lotus TechnologyUS$1.9437.6%
+US$359.5m
-73.5%PS1.4x
VFS VinFast AutoUS$3.494.5%
+US$350.8m
13.3%PS4.8x
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Latest News

FFAI

US$1.12

Faraday Future Intelligent Electric

7D

-14.5%

1Y

-32.2%

HOG

US$23.78

Harley-Davidson

7D

1.4%

1Y

-33.2%

LVWR

US$1.33

LiveWire Group

7D

-30.0%

1Y

-80.6%

PSNY

US$1.06

Polestar Automotive Holding UK

7D

-0.9%

1Y

-18.5%

VFS

US$3.49

VinFast Auto

7D

4.5%

1Y

13.3%

LCID

US$2.36

Lucid Group

7D

-6.7%

1Y

-22.6%

LI

US$25.25

Li Auto

7D

3.9%

1Y

-13.5%

RIVN

US$13.55

Rivian Automotive

7D

2.7%

1Y

31.2%