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U.S. Auto Industry Analysis

UpdatedSep 12, 2025
DataAggregated Company Financials
Companies44
  • 7D7.9%
  • 3M13.2%
  • 1Y51.8%
  • YTD-0.7%

Over the last 7 days, the Auto industry has risen 7.9%, driven by gains from Tesla of 8.9%. During this same period, the Polestar Automotive Holding UK underperformed, falling 7.2%. In the last 12 months, the industry was up 52%. As for the next few years, earnings are expected to grow by 30% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 12 Sep 2025US$1.3tUS$527.9bUS$5.7b18.5x235.9x2.6x
Sun, 10 Aug 2025US$1.2tUS$526.1bUS$5.7b18.3x218.4x2.4x
Tue, 08 Jul 2025US$1.2tUS$527.7bUS$8.6b15.5x139.8x2.3x
Thu, 05 Jun 2025US$1.3tUS$527.7bUS$8.4b8.4x153.3x2.4x
Sat, 03 May 2025US$1.1tUS$527.6bUS$8.4b14x129.9x2.1x
Mon, 31 Mar 2025US$1.0tUS$528.9bUS$9.4b20.3x108.3x1.9x
Wed, 26 Feb 2025US$1.3tUS$535.1bUS$11.5b18.1x115.1x2.5x
Fri, 24 Jan 2025US$1.6tUS$527.1bUS$17.3b17.6x91.5x3x
Sun, 22 Dec 2024US$1.6tUS$527.0bUS$17.1b16.9x93.9x3x
Tue, 19 Nov 2024US$1.3tUS$527.7bUS$16.9b16.3x76x2.4x
Thu, 17 Oct 2024US$962.9bUS$519.2bUS$17.0b17.5x56.8x1.9x
Sat, 14 Sep 2024US$987.9bUS$519.6bUS$17.0b13.3x58.2x1.9x
Mon, 12 Aug 2024US$874.6bUS$517.1bUS$16.4b13.3x53.5x1.7x
Wed, 10 Jul 2024US$1.1tUS$509.5bUS$17.4b16.7x61.1x2.1x
Fri, 07 Jun 2024US$816.7bUS$509.8bUS$17.5b15.1x46.7x1.6x
Sun, 05 May 2024US$838.5bUS$507.8bUS$17.1b17.3x48.9x1.7x
Tue, 02 Apr 2024US$826.7bUS$505.5bUS$18.2b18.4x45.3x1.6x
Thu, 29 Feb 2024US$918.0bUS$504.8bUS$17.5b17.3x52.6x1.8x
Sat, 27 Jan 2024US$820.8bUS$499.2bUS$18.0b15.7x45.5x1.6x
Mon, 25 Dec 2023US$1.1tUS$498.5bUS$13.8b16.7x78.2x2.2x
Wed, 22 Nov 2023US$1.0tUS$498.2bUS$14.0b12x71.7x2x
Fri, 20 Oct 2023US$942.3bUS$486.3bUS$11.3b12x83.2x1.9x
Sun, 17 Sep 2023US$1.2tUS$486.0bUS$13.0b10.6x88.7x2.4x
Tue, 15 Aug 2023US$1.0tUS$486.7bUS$14.1b11x74.1x2.1x
Thu, 13 Jul 2023US$1.2tUS$461.6bUS$11.0b10.1x106.6x2.5x
Sat, 10 Jun 2023US$1.0tUS$462.1bUS$11.0b8.8x93.4x2.2x
Mon, 08 May 2023US$777.6bUS$462.9bUS$11.6b6.2x66.9x1.7x
Wed, 05 Apr 2023US$854.5bUS$446.8bUS$7.1b6.4x120.8x1.9x
Fri, 03 Mar 2023US$867.3bUS$450.1bUS$7.5b9.3x115.1x1.9x
Sun, 29 Jan 2023US$845.8bUS$432.5bUS$17.1b7.7x49.5x2x
Tue, 27 Dec 2022US$627.2bUS$425.3bUS$16.4b7x38.2x1.5x
Thu, 24 Nov 2022US$853.1bUS$425.5bUS$17.0b8.1x50.2x2x
Sat, 22 Oct 2022US$919.3bUS$394.8bUS$17.9b7.5x51.4x2.3x
Mon, 19 Sep 2022US$1.3tUS$395.0bUS$18.0b8.5x69.8x3.2x
Price to Earnings Ratio

69.8x


Total Market Cap: US$1.3tTotal Earnings: US$18.0bTotal Revenue: US$395.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 86.8x202320242025
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 236x which is higher than its 3-year average PE of 86.8x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.6x.
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 Market1.80%
Consumer Discretionary1.52%
Auto7.87%
Automobile Manufacturers7.88%
Motorcycle Manufacturers6.51%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 88.7x.
    • Analysts are expecting annual earnings growth of 29.9%, 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 30% 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
TSLA TeslaUS$368.818.9%
+US$133.7b		60.5%PE208.5x
LCID Lucid GroupUS$19.9023.1%
+US$1.1b		-49.1%PS6.6x
XPEV XPengUS$20.583.7%
+US$704.6m		138.7%PS2.3x
GM General MotorsUS$58.711.0%
+US$533.2m		27.3%PE8.6x
LI Li AutoUS$24.351.5%
+US$373.4m		29.0%PE21.7x

Latest News

THO
US$110.36
THOR Industries
7D
-1.2%
1Y
12.7%

THOR Industries, Inc. (NYSE:THO) Not Lagging Market On Growth Or Pricing

Sep 12
THOR Industries, Inc. (NYSE:THO) Not Lagging Market On Growth Or Pricing
PSNY
US$0.97
Polestar Automotive Holding UK
7D
-7.2%
1Y
-38.9%

Tariff Pressures And Expanding Markets Will Shape Future EV Landscape

The reduction in Polestar Automotive’s consensus price target reflects significantly lowered revenue growth forecasts, with fair value revised down from $0.967 to $0.875. What's in the News Polestar will expand its manufacturing footprint to Europe, signing a memorandum of understanding with Volvo Cars to produce Polestar 7 in Kosice, Slovakia, ahead of the SUV's 2028 launch.
NIO
US$6.07
NIO
7D
-1.0%
1Y
15.0%

Expanding EV Networks In China Will Transform The Industry

Analysts have raised NIO’s price target to $6.26, citing narrowing net losses, anticipated volume growth from new model launches, and positive upcoming catalysts such as Q2 results and vehicle announcements. Analyst Commentary Bullish analysts cite narrowing non-GAAP net losses for Nio in 2025 and 2026 and expect adjusted net profit to turn positive in 2027.
XPEV
US$20.58
XPeng
7D
3.7%
1Y
138.7%
LVWR
US$4.99
LiveWire Group
7D
38.2%
1Y
-26.2%
WGO
US$35.23
Winnebago Industries
7D
-3.5%
1Y
-35.7%
TSLA
US$368.81
Tesla
7D
8.9%
1Y
60.5%
LCID
US$19.90
Lucid Group
7D
23.1%
1Y
-49.1%
VFS
US$3.27
VinFast Auto
7D
-1.8%
1Y
-17.4%
LOT
US$2.01
Lotus Technology
7D
-3.1%
1Y
-60.2%
RIVN
US$13.97
Rivian Automotive
7D
2.0%
1Y
1.8%

Accelerated EV Adoption And Vertical Integration Will Drive Efficient Manufacturing

Rivian’s consensus analyst price target held steady at $13.94 as market caution persists due to weakened EV demand, U.S. policy headwinds, and lower earnings guidance, partially offset by optimism around new product launches and autonomy initiatives. Analyst Commentary Bearish analysts cite ongoing softness in R1 vehicle demand and lower confidence in R2 and R3 volume and ASP assumptions due to weakened long-term market outlooks.
LI
US$24.35
Li Auto
7D
1.5%
1Y
29.0%
GM
US$58.71
General Motors
7D
1.0%
1Y
27.3%
FFAI
US$1.88
Faraday Future Intelligent Electric
7D
-1.6%
1Y
-53.5%
F
US$11.76
Ford Motor
7D
0.7%
1Y
10.7%
NIU
US$4.12
Niu Technologies
7D
-4.2%
1Y
130.2%