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U.S. Auto Industry Analysis

UpdatedNov 09, 2025
DataAggregated Company Financials
Companies45
  • 7D-5.2%
  • 3M25.1%
  • 1Y31.3%
  • YTD14.5%

Over the last 7 days, the Auto industry has dropped 5.2%, driven by a pullback from Tesla of 5.9%. On the other hand Rivian Automotive is actually up 12%. Over the past 12 months, the industry was up 31%. Looking forward, earnings are forecast to grow by 34% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 09 Nov 2025US$1.6tUS$536.0bUS$4.9b17.8x337.1x3.1x
Tue, 07 Oct 2025US$1.6tUS$527.9bUS$5.7b18.9x285.3x3.1x
Thu, 04 Sep 2025US$1.3tUS$527.7bUS$5.7b18.1x220x2.4x
Sat, 02 Aug 2025US$1.2tUS$525.7bUS$5.3b17.7x221.1x2.2x
Mon, 30 Jun 2025US$1.2tUS$527.7bUS$8.6b8.6x141.8x2.3x
Wed, 28 May 2025US$1.3tUS$527.2bUS$8.6b8.5x148.2x2.4x
Fri, 25 Apr 2025US$972.8bUS$526.9bUS$8.4b19.6x115.9x1.8x
Sun, 23 Mar 2025US$975.9bUS$529.1bUS$9.3b15.8x104.5x1.8x
Tue, 18 Feb 2025US$1.4tUS$534.6bUS$10.7b17.7x131.5x2.6x
Thu, 16 Jan 2025US$1.5tUS$526.8bUS$17.2b16.3x88.5x2.9x
Sat, 14 Dec 2024US$1.6tUS$527.3bUS$17.1b21.2x93.5x3x
Mon, 11 Nov 2024US$1.3tUS$528.1bUS$16.8b16.7x77.1x2.5x
Wed, 09 Oct 2024US$1.0tUS$519.6bUS$17.0b19.3x61.6x2x
Fri, 06 Sep 2024US$960.0bUS$519.7bUS$17.0b13.9x56.5x1.8x
Sun, 04 Aug 2024US$899.8bUS$517.1bUS$16.6b12.8x54.1x1.7x
Tue, 02 Jul 2024US$875.9bUS$509.4bUS$17.4b18x50.4x1.7x
Thu, 30 May 2024US$804.9bUS$509.9bUS$17.5b14.2x46.1x1.6x
Sat, 27 Apr 2024US$790.3bUS$507.8bUS$17.1b16.2x46.1x1.6x
Mon, 25 Mar 2024US$806.9bUS$505.5bUS$18.2b17.7x44.4x1.6x
Wed, 21 Feb 2024US$876.7bUS$500.8bUS$16.6b16.6x52.8x1.8x
Fri, 19 Jan 2024US$916.5bUS$498.2bUS$13.8b15.8x66.2x1.8x
Sun, 17 Dec 2023US$1.1tUS$498.7bUS$13.8b15.6x78.6x2.2x
Tue, 14 Nov 2023US$956.8bUS$497.5bUS$14.0b10.8x68.2x1.9x
Thu, 12 Oct 2023US$1.1tUS$484.8bUS$12.8b12.6x85.8x2.3x
Sat, 09 Sep 2023US$1.1tUS$485.8bUS$13.1b10.6x82.2x2.2x
Mon, 07 Aug 2023US$1.1tUS$483.4bUS$13.6b10.5x81.7x2.3x
Wed, 05 Jul 2023US$1.2tUS$461.3bUS$11.0b9.8x107.8x2.6x
Fri, 02 Jun 2023US$899.7bUS$463.8bUS$11.7b5.6x77x1.9x
Sun, 30 Apr 2023US$753.2bUS$455.7bUS$6.7b6.1x112.1x1.7x
Tue, 28 Mar 2023US$839.3bUS$446.7bUS$7.0b6.3x119.8x1.9x
Thu, 23 Feb 2023US$904.4bUS$448.3bUS$6.3b9.3x144.7x2x
Sat, 21 Jan 2023US$674.3bUS$425.9bUS$15.7b7.3x42.9x1.6x
Mon, 19 Dec 2022US$729.1bUS$425.3bUS$16.4b7.5x44.4x1.7x
Wed, 16 Nov 2022US$899.6bUS$425.8bUS$16.6b8.1x54.2x2.1x
Price to Earnings Ratio

54.2x


Total Market Cap: US$899.6bTotal Earnings: US$16.6bTotal Revenue: US$425.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 100.2x202320242025
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 348x which is higher than its 3-year average PE of 100x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 34% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.0% 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 Market-1.96%
Consumer Discretionary-2.25%
Auto-5.17%
Automobile Manufacturers-5.16%
Motorcycle Manufacturers-7.12%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 102x.
    • Analysts are expecting annual earnings growth of 34.4%, which is higher than its past year's earnings decline of 11.6% 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 11.6x.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings decline of 12% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 2.6% 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
RIVN Rivian AutomotiveUS$15.2312.2%
+US$2.2b		43.8%PS3.2x
GM General MotorsUS$70.752.4%
+US$1.6b		27.3%PE13.9x
VFS VinFast AutoUS$3.437.2%
+US$537.9m		-8.5%PS3.4x
F Ford MotorUS$13.210.6%
+US$318.8m		20.4%PE11.2x
LCID Lucid GroupUS$17.28-2.6%
US$148.0m		-21.8%PS5.3x

Latest News

NIO
US$6.86
NIO
7D
-5.4%
1Y
34.8%

NIO: Upcoming Product Launches And Execution Risks Will Shape Performance

The analyst price target for NIO has increased modestly, with analysts citing robust new vehicle orders, improving margins, and potential upside catalysts as reasons for the upward adjustment to approximately $6.91 per share. Analyst Commentary Recent research notes reflect a mixture of optimism and caution among analysts covering NIO.
RIVN
US$15.23
Rivian Automotive
7D
12.2%
1Y
43.8%
LCID
US$17.28
Lucid Group
7D
-2.6%
1Y
-21.8%
LOT
US$1.62
Lotus Technology
7D
1.3%
1Y
-64.4%

Positive Sentiment Still Eludes Lotus Technology Inc. (NASDAQ:LOT) Following 27% Share Price Slump

Nov 06
Positive Sentiment Still Eludes Lotus Technology Inc. (NASDAQ:LOT) Following 27% Share Price Slump
TSLA
US$429.52
Tesla
7D
-5.9%
1Y
33.7%
XPEV
US$22.42
XPeng
7D
-4.6%
1Y
54.7%
LVWR
US$4.71
LiveWire Group
7D
-14.1%
1Y
-29.3%
HOG
US$25.59
Harley-Davidson
7D
-5.2%
1Y
-22.3%
GM
US$70.75
General Motors
7D
2.4%
1Y
27.3%
F
US$13.21
Ford Motor
7D
0.6%
1Y
20.4%

F: Recovery Efforts And Policy Adjustments Will Offset Near-Term Electric Vehicle Challenges

Ford Motor's analyst price target has increased to $12.27 from $11.45, as analysts cite strong recent results, expectations for recovery efforts and policy adjustments, and ongoing focus on electric vehicle performance. Analyst Commentary Ford’s recent analyst coverage reflects a nuanced mix of optimism about the company’s path forward and caution regarding near-term challenges.
PSNY
US$0.75
Polestar Automotive Holding UK
7D
-10.7%
1Y
-38.7%
MAMO
US$3.00
Massimo Group
7D
0.3%
1Y
-31.7%

Massimo Group (NASDAQ:MAMO) Is Making Moderate Use Of Debt

Oct 28
Massimo Group (NASDAQ:MAMO) Is Making Moderate Use Of Debt
LI
US$19.99
Li Auto
7D
-4.1%
1Y
-15.5%

Rising Competition And Product Launches Will Shape Electric Vehicle Sector Dynamics

Li Auto's analyst price target has been modestly raised to $28.90, reflecting mixed analyst sentiment amid recent downgrades on competitive and growth concerns. However, the upgrade also ties to an improved outlook related to potential product launches and sector positioning.
SEV
US$7.70
Aptera Motors
7D
2.0%
1Y
n/a
VFS
US$3.43
VinFast Auto
7D
7.2%
1Y
-8.5%
ZK
US$27.57
ZEEKR Intelligent Technology Holding
7D
-3.4%
1Y
11.0%