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U.S. Auto Industry Analysis

UpdatedAug 26, 2025
DataAggregated Company Financials
Companies44
  • 7D3.6%
  • 3M-2.6%
  • 1Y51.5%
  • YTD-5.7%

Over the last 7 days, the Auto industry has risen 3.4%, driven by gains from Tesla of 1.4%. In the same time, Lucid Group was down 6.9%. In the last 12 months, the industry was up 46%. 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
Tue, 26 Aug 2025US$1.3tUS$527.7bUS$5.7b18.2x225.8x2.5x
Thu, 24 Jul 2025US$1.3tUS$527.8bUS$8.6b16x147x2.4x
Sat, 21 Jun 2025US$1.2tUS$527.7bUS$8.6b8.4x140.7x2.3x
Mon, 19 May 2025US$1.3tUS$525.9bUS$8.5b15.1x154.3x2.5x
Wed, 16 Apr 2025US$977.5bUS$528.7bUS$9.4b18x103.7x1.8x
Fri, 14 Mar 2025US$1.1tUS$535.2bUS$11.5b18x91.9x2x
Sun, 09 Feb 2025US$1.4tUS$534.4bUS$10.7b18.6x132x2.6x
Tue, 07 Jan 2025US$1.6tUS$526.9bUS$17.2b17.2x91.5x3x
Thu, 05 Dec 2024US$1.4tUS$527.7bUS$17.2b18.7x80.7x2.6x
Sat, 02 Nov 2024US$1.1tUS$529.1bUS$16.9b17.5x62.7x2x
Mon, 30 Sep 2024US$1.1tUS$519.9bUS$17.0b15.1x64.7x2.1x
Wed, 28 Aug 2024US$943.3bUS$517.9bUS$17.0b14.1x55.4x1.8x
Fri, 26 Jul 2024US$945.9bUS$516.3bUS$16.4b13.8x57.7x1.8x
Sun, 23 Jun 2024US$825.2bUS$509.4bUS$17.4b18.2x47.5x1.6x
Tue, 21 May 2024US$821.1bUS$508.6bUS$17.3b14.9x47.5x1.6x
Thu, 18 Apr 2024US$742.3bUS$505.5bUS$18.4b16.4x40.4x1.5x
Sat, 16 Mar 2024US$776.8bUS$504.8bUS$18.1b15.7x42.9x1.5x
Mon, 12 Feb 2024US$874.6bUS$500.9bUS$16.3b16.6x53.8x1.7x
Wed, 10 Jan 2024US$1.0tUS$498.4bUS$13.7b15.9x73.5x2x
Fri, 08 Dec 2023US$1.0tUS$498.5bUS$13.7b14.7x75.6x2.1x
Sun, 05 Nov 2023US$954.2bUS$493.2bUS$13.2b11.4x72.4x1.9x
Tue, 03 Oct 2023US$1.1tUS$484.8bUS$12.8b12.8x83.3x2.2x
Thu, 31 Aug 2023US$1.1tUS$486.1bUS$13.0b10.8x84.4x2.3x
Sat, 29 Jul 2023US$1.2tUS$483.3bUS$13.5b10.8x85.6x2.4x
Mon, 26 Jun 2023US$1.1tUS$461.4bUS$11.0b8.9x97.5x2.3x
Wed, 24 May 2023US$830.0bUS$464.4bUS$11.8b5.7x70.4x1.8x
Fri, 21 Apr 2023US$746.8bUS$451.4bUS$6.2b6.5x120x1.7x
Sun, 19 Mar 2023US$795.7bUS$447.0bUS$7.0b7.3x113x1.8x
Tue, 14 Feb 2023US$894.0bUS$448.6bUS$6.4b9.6x138.6x2x
Thu, 12 Jan 2023US$650.9bUS$425.9bUS$16.3b7.6x39.8x1.5x
Sat, 10 Dec 2022US$839.8bUS$425.6bUS$16.5b7.7x51x2x
Mon, 07 Nov 2022US$917.6bUS$422.0bUS$17.9b7.8x51.4x2.2x
Wed, 05 Oct 2022US$1.1tUS$395.0bUS$17.9b7.8x59.4x2.7x
Fri, 02 Sep 2022US$1.2tUS$396.3bUS$17.3b8.1x68.4x3x
Price to Earnings Ratio

68.4x


Total Market Cap: US$1.2tTotal Earnings: US$17.3bTotal Revenue: US$396.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 84.3x202320242025
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 226x which is higher than its 3-year average PE of 84.2x.
  • 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 31% 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 Market0.19%
Consumer Discretionary1.16%
Auto3.60%
Automobile Manufacturers3.60%
Motorcycle Manufacturers3.06%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 86.1x.
    • Analysts are expecting annual earnings growth of 29.4%, 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 13% 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$346.603.4%
+US$36.9b		62.6%PE190.2x
NIO NIOUS$6.0920.1%
+US$2.3b		52.3%PS1.4x
XPEV XPengUS$23.0711.2%
+US$2.2b		188.4%PS2.6x
GM General MotorsUS$58.283.6%
+US$2.0b		19.5%PE8.5x
F Ford MotorUS$11.823.1%
+US$1.4b		6.4%PE14.9x

Latest News

WKHS
US$1.41
Workhorse Group
7D
-12.4%
1Y
-85.7%

Merger Will Create A Leading North American EV OEM

Key Takeaways The merger with Motiv enhances product offerings, operational scale, and access to new customers, strengthening Workhorse's position in the medium-duty electric truck market. Greater efficiency, cost reductions, and expanded incentives access position the company for margin expansion and future revenue growth as fleet electrification accelerates.
XPEV
US$23.07
XPeng
7D
11.2%
1Y
188.4%

Here's What Analysts Are Forecasting For XPeng Inc. (NYSE:XPEV) After Its Second-Quarter Results

Aug 21
Here's What Analysts Are Forecasting For XPeng Inc. (NYSE:XPEV) After Its Second-Quarter Results
F
US$11.82
Ford Motor
7D
3.1%
1Y
6.4%
NIO
US$6.09
NIO
7D
20.1%
1Y
52.3%
CENN
US$0.53
Cenntro
7D
-3.3%
1Y
-62.0%

Cautious Investors Not Rewarding Cenntro Inc.'s (NASDAQ:CENN) Performance Completely

Aug 17
Cautious Investors Not Rewarding Cenntro Inc.'s (NASDAQ:CENN) Performance Completely
THO
US$110.77
THOR Industries
7D
3.0%
1Y
2.5%

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$29.94
ZEEKR Intelligent Technology Holding
7D
-5.0%
1Y
78.7%
LI
US$24.00
Li Auto
7D
-0.2%
1Y
15.8%
BINI
US$0.38
Bollinger Innovations
7D
-23.6%
1Y
-100.0%
LCID
US$2.08
Lucid Group
7D
-4.6%
1Y
-51.2%

Autonomous Fleets And EV Platforms Will Redefine Global Mobility

The downward revision in Lucid Group’s price target reflects reduced consensus revenue growth expectations and a higher discount rate, resulting in a new fair value estimate of $2.50. What's in the News Lucid formed the Minerals for National Automotive Competitiveness Collaboration (MINAC) with multiple U.S. mineral and battery material providers to secure domestic critical minerals, reduce reliance on foreign supply chains, and foster sector collaboration.
TSLA
US$346.60
Tesla
7D
3.4%
1Y
62.6%
RIVN
US$13.11
Rivian Automotive
7D
5.6%
1Y
-8.7%
HOG
US$28.85
Harley-Davidson
7D
4.2%
1Y
-24.3%
LOBO
US$0.54
Lobo EV Technologies
7D
-15.8%
1Y
-74.6%

Investors Still Aren't Entirely Convinced By Lobo EV Technologies Ltd.'s (NASDAQ:LOBO) Revenues Despite 52% Price Jump

Aug 02
Investors Still Aren't Entirely Convinced By Lobo EV Technologies Ltd.'s (NASDAQ:LOBO) Revenues Despite 52% Price Jump
GM
US$58.28
General Motors
7D
3.6%
1Y
19.5%
VFS
US$3.50
VinFast Auto
7D
-0.3%
1Y
-4.1%