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U.S. Auto Industry Analysis

UpdatedOct 25, 2025
DataAggregated Company Financials
Companies46
  • 7D0.03%
  • 3M33.4%
  • 1Y53.9%
  • YTD15.6%

Last week, the Auto industry hasn't moved much but General Motors is up 19% in that time. The past year has been better, since the industry has gained 54% in that time. Earnings are forecast to grow by 35% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 26 Oct 2025US$1.7tUS$535.0bUS$4.8b19.5x356.6x3.2x
Tue, 23 Sep 2025US$1.6tUS$527.9bUS$5.7b18.7x283.8x3.1x
Thu, 21 Aug 2025US$1.3tUS$527.5bUS$5.7b17.8x218.1x2.4x
Sat, 19 Jul 2025US$1.2tUS$527.7bUS$8.6b15.1x142.1x2.3x
Mon, 16 Jun 2025US$1.2tUS$527.7bUS$8.6b8.3x141.9x2.3x
Wed, 14 May 2025US$1.2tUS$525.9bUS$8.4b15.2x143.2x2.3x
Fri, 11 Apr 2025US$1.0tUS$528.7bUS$9.4b18.1x109.7x2x
Sun, 09 Mar 2025US$1.1tUS$535.3bUS$11.5b18.2x95.9x2.1x
Tue, 04 Feb 2025US$1.5tUS$532.4bUS$8.3b17.4x185.4x2.9x
Thu, 02 Jan 2025US$1.5tUS$527.0bUS$17.2b17.2x90.2x2.9x
Sat, 30 Nov 2024US$1.4tUS$527.9bUS$17.2b20.6x79.7x2.6x
Mon, 28 Oct 2024US$1.1tUS$525.6bUS$17.2b20.1x65.8x2.2x
Wed, 25 Sep 2024US$1.1tUS$519.8bUS$17.0b15.1x62.4x2x
Fri, 23 Aug 2024US$968.4bUS$517.8bUS$17.0b15.1x56.8x1.9x
Sun, 21 Jul 2024US$1.0tUS$509.5bUS$17.4b19.1x59x2x
Tue, 18 Jun 2024US$807.9bUS$509.6bUS$17.4b14.2x46.4x1.6x
Thu, 16 May 2024US$823.6bUS$508.7bUS$17.2b16.4x48x1.6x
Sat, 13 Apr 2024US$815.3bUS$505.5bUS$18.3b18.4x44.4x1.6x
Mon, 11 Mar 2024US$821.9bUS$504.9bUS$18.1b15.9x45.4x1.6x
Wed, 07 Feb 2024US$841.4bUS$499.0bUS$18.1b15.8x46.4x1.7x
Fri, 05 Jan 2024US$1.0tUS$498.4bUS$13.8b15.6x74x2x
Sun, 03 Dec 2023US$1.0tUS$498.3bUS$13.9b12.1x73.2x2x
Tue, 31 Oct 2023US$861.3bUS$492.8bUS$13.1b10.1x66x1.7x
Thu, 28 Sep 2023US$1.0tUS$484.7bUS$12.8b12.7x80.3x2.1x
Sat, 26 Aug 2023US$1.0tUS$486.3bUS$13.5b10.5x76.4x2.1x
Mon, 24 Jul 2023US$1.1tUS$469.5bUS$11.4b10.4x97.9x2.4x
Wed, 21 Jun 2023US$1.1tUS$462.0bUS$11.1b8.9x102.9x2.5x
Fri, 19 May 2023US$798.7bUS$464.4bUS$11.5b5.9x69.8x1.7x
Sun, 16 Apr 2023US$827.8bUS$446.9bUS$7.1b6.5x117.2x1.9x
Tue, 14 Mar 2023US$785.4bUS$447.7bUS$7.2b7.6x109.3x1.8x
Thu, 09 Feb 2023US$922.3bUS$448.7bUS$6.4b9.7x143.4x2.1x
Sat, 07 Jan 2023US$603.5bUS$425.7bUS$16.4b7.4x36.9x1.4x
Mon, 05 Dec 2022US$906.1bUS$426.0bUS$16.8b8.1x53.8x2.1x
Wed, 02 Nov 2022US$975.0bUS$421.6bUS$17.9b7.7x54.4x2.3x
Price to Earnings Ratio

54.4x


Total Market Cap: US$975.0bTotal Earnings: US$17.9bTotal Revenue: US$421.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 96.4x202320242025
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 357x which is higher than its 3-year average PE of 96.4x.
  • 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 36% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.3% 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 Market1.96%
Consumer Discretionary2.37%
Auto0.028%
Motorcycle Manufacturers6.76%
Automobile Manufacturers0.0068%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 98.0x.
    • Analysts are expecting annual earnings growth of 34.6%, which is higher than its past year's earnings decline of 11.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 35% 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 11% 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
GM General MotorsUS$69.6619.3%
+US$9.7b		33.8%PE13.6x
F Ford MotorUS$13.8416.1%
+US$7.7b		25.0%PE11.7x
ZK ZEEKR Intelligent Technology HoldingUS$30.175.6%
+US$412.4m		4.6%PS0.7x
XPEV XPengUS$21.622.0%
+US$400.6m		94.2%PS2.4x
NIO NIOUS$6.902.2%
+US$371.0m		31.2%PS1.8x

Latest News

GM
US$69.66
General Motors
7D
19.3%
1Y
33.8%
F
US$13.84
Ford Motor
7D
16.1%
1Y
25.0%
NIO
US$6.90
NIO
7D
2.2%
1Y
31.2%

Rising Demand And New Launches Will Drive Momentum In Electric Vehicles

NIO's analyst price target has edged up to approximately $6.79, a modest increase that reflects analysts' expectations for improving order momentum, positive vehicle launches, and a strengthening market outlook for electric vehicles. Analyst Commentary Recent research and price target actions reflect both optimism and caution among analysts regarding NIO's near-term and long-term prospects.
RIVN
US$12.98
Rivian Automotive
7D
-0.4%
1Y
24.2%
WGO
US$40.15
Winnebago Industries
7D
33.6%
1Y
-25.0%

Analyst Commentary Highlights Higher Fair Value for Winnebago Amid Improved Margins and Revenue Outlook

Analysts have raised their fair value estimate for Winnebago Industries from $38.08 to $41.45. This change is attributed to improved profit margins, enhanced revenue growth expectations, and recent price target increases, even as the industry continues to face headwinds.
TSLA
US$433.72
Tesla
7D
-1.3%
1Y
61.1%
VFS
US$3.22
VinFast Auto
7D
-1.2%
1Y
-18.7%
ZK
US$30.17
ZEEKR Intelligent Technology Holding
7D
5.6%
1Y
4.6%
THO
US$110.79
THOR Industries
7D
5.8%
1Y
6.1%
HOG
US$28.21
Harley-Davidson
7D
5.5%
1Y
-11.4%
LI
US$21.92
Li Auto
7D
-2.6%
1Y
-23.9%

Battery Electric Vehicles And Intelligent Driving Will Unlock Markets

Li Auto's analyst price target has decreased slightly from approximately $29.30 to $28.87 per share. This adjustment reflects a cautious outlook amid tempered growth expectations and rising competitive pressures, according to recent analyst commentary.
PSNY
US$0.87
Polestar Automotive Holding UK
7D
-1.6%
1Y
-34.5%
LCID
US$18.48
Lucid Group
7D
-5.9%
1Y
-26.1%
GGR
US$3.90
Gogoro
7D
-8.2%
1Y
-58.5%

Some Confidence Is Lacking In Gogoro Inc.'s (NASDAQ:GGR) P/S

Oct 06
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AIIO
US$1.02
Robo.ai
7D
-30.1%
1Y
8.6%
XPEV
US$21.62
XPeng
7D
2.0%
1Y
94.2%