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U.S. Auto Industry Analysis

UpdatedAug 28, 2025
DataAggregated Company Financials
Companies44
  • 7D7.6%
  • 3M-0.6%
  • 1Y58.3%
  • YTD-4.9%

The Auto industry is up 7.6% in the last week, with Tesla up 7.9%. This takes the industry's 12 month performance to a gain of 58%. Looking forward, earnings are forecast to grow by 29% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 Aug 2025US$1.3tUS$527.7bUS$5.7b18.6x232.9x2.5x
Sat, 26 Jul 2025US$1.2tUS$523.9bUS$7.2b15.9x162.9x2.2x
Mon, 23 Jun 2025US$1.2tUS$527.7bUS$8.6b8.4x140.6x2.3x
Wed, 21 May 2025US$1.3tUS$525.8bUS$8.5b15.5x151x2.4x
Fri, 18 Apr 2025US$935.3bUS$528.8bUS$9.4b18.2x99.3x1.8x
Sun, 16 Mar 2025US$979.1bUS$528.4bUS$9.5b15.2x102.6x1.9x
Tue, 11 Feb 2025US$1.4tUS$534.3bUS$10.7b18.9x132x2.6x
Thu, 09 Jan 2025US$1.5tUS$526.8bUS$17.2b16.7x88.5x2.9x
Sat, 07 Dec 2024US$1.4tUS$527.4bUS$17.1b21.5x84.2x2.7x
Mon, 04 Nov 2024US$1.1tUS$528.7bUS$16.8b17.5x62.8x2x
Wed, 02 Oct 2024US$1.1tUS$519.8bUS$17.0b19.5x64.8x2.1x
Fri, 30 Aug 2024US$917.0bUS$518.4bUS$16.8b14.6x54.4x1.8x
Sun, 28 Jul 2024US$947.5bUS$516.4bUS$16.5b13.5x57.5x1.8x
Tue, 25 Jun 2024US$825.2bUS$509.5bUS$17.4b18.2x47.5x1.6x
Thu, 23 May 2024US$843.5bUS$509.9bUS$17.4b14.6x48.6x1.7x
Sat, 20 Apr 2024US$724.7bUS$505.5bUS$18.4b16.2x39.5x1.4x
Mon, 18 Mar 2024US$784.2bUS$504.8bUS$18.1b15.7x43.3x1.6x
Wed, 14 Feb 2024US$838.0bUS$500.7bUS$16.3b16.4x51.5x1.7x
Fri, 12 Jan 2024US$1.0tUS$498.4bUS$13.7b16x73.2x2x
Sun, 10 Dec 2023US$1.0tUS$498.4bUS$13.8b14.7x75.6x2.1x
Tue, 07 Nov 2023US$957.3bUS$493.3bUS$13.2b11.2x72.8x1.9x
Thu, 05 Oct 2023US$1.1tUS$484.8bUS$12.8b12.5x83.4x2.2x
Sat, 02 Sep 2023US$1.1tUS$486.1bUS$13.0b11x81.7x2.2x
Mon, 31 Jul 2023US$1.2tUS$483.3bUS$13.5b10.8x86.4x2.4x
Wed, 28 Jun 2023US$1.1tUS$461.4bUS$11.1b9.6x96.5x2.3x
Fri, 26 May 2023US$815.4bUS$464.3bUS$11.8b5.6x69.2x1.8x
Sun, 23 Apr 2023US$753.3bUS$451.4bUS$6.2b6.5x120.9x1.7x
Tue, 21 Mar 2023US$807.3bUS$447.1bUS$7.0b7.4x114.7x1.8x
Thu, 16 Feb 2023US$961.7bUS$448.5bUS$6.2b9.6x154.2x2.1x
Sat, 14 Jan 2023US$645.8bUS$426.1bUS$16.3b7.6x39.6x1.5x
Mon, 12 Dec 2022US$839.8bUS$425.6bUS$16.5b7.7x51x2x
Wed, 09 Nov 2022US$883.4bUS$421.9bUS$17.9b7.9x49.4x2.1x
Fri, 07 Oct 2022US$1.0tUS$394.9bUS$17.8b7.5x56.7x2.6x
Sun, 04 Sep 2022US$1.1tUS$395.0bUS$18.3b8.1x62.4x2.9x
Price to Earnings Ratio

62.4x


Total Market Cap: US$1.1tTotal Earnings: US$18.3bTotal Revenue: US$395.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 84.6x202320242025
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 233x which is higher than its 3-year average PE of 84.6x.
  • 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 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 Market1.88%
Consumer Discretionary3.77%
Auto7.62%
Automobile Manufacturers7.63%
Motorcycle Manufacturers5.61%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 86.5x.
    • 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$345.988.1%
+US$83.4b		67.7%PE189.8x
NIO NIOUS$6.5117.5%
+US$2.2b		65.2%PS1.5x
GM General MotorsUS$58.493.5%
+US$1.9b		18.2%PE8.5x
RIVN Rivian AutomotiveUS$13.6412.5%
+US$1.8b		-3.2%PS3.2x
F Ford MotorUS$11.713.4%
+US$1.5b		5.4%PE14.8x

Latest News

LI
US$22.60
Li Auto
7D
-3.7%
1Y
14.8%
TSLA
US$349.60
Tesla
7D
7.9%
1Y
69.9%
XPEV
US$22.70
XPeng
7D
11.4%
1Y
211.8%

XPeng Inc. (NYSE:XPEV) Looks Just Right With A 28% Price Jump

Aug 27
XPeng Inc. (NYSE:XPEV) Looks Just Right With A 28% Price Jump
PSNY
US$1.30
Polestar Automotive Holding UK
7D
21.5%
1Y
37.6%

Partnership With Thermo Fisher And New Products Will Broaden Proteomics Market Presence

Despite Q2 and H1 2025 vehicle deliveries significantly exceeding expectations and highlighting strong operational execution, analysts have slightly lowered Polestar Automotive’s consensus price target from $1.01 to $0.967. Analyst Commentary Q2 vehicle deliveries significantly exceeded expectations, with 18,049 units delivered, surpassing prior estimates.
NIO
US$6.34
NIO
7D
14.4%
1Y
60.9%

Smart EV Models And Cost Savings Will Drive Global Markets

Analysts have raised NIO’s price target to $5.10, citing stronger medium-term delivery growth expectations and increased confidence in new SUV sales and product execution. Analyst Commentary Bullish analysts anticipate several near-term positive catalysts, including strong Q2 results, the formal ES8 price announcement, and Nio Day, as well as potential new model reveals at the Guangzhou Auto Show.
WKHS
US$1.36
Workhorse Group
7D
-2.9%
1Y
-84.8%

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.
F
US$11.91
Ford Motor
7D
3.7%
1Y
7.9%
THO
US$110.28
THOR Industries
7D
4.4%
1Y
2.6%

THOR Industries (NYSE:THO) Is Reinvesting At Lower Rates Of Return

Aug 16
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ZK
US$29.46
ZEEKR Intelligent Technology Holding
7D
-2.0%
1Y
81.9%
BINI
US$0.31
Bollinger Innovations
7D
-30.7%
1Y
-100.0%
NIU
US$4.53
Niu Technologies
7D
-2.6%
1Y
143.5%
LCID
US$2.08
Lucid Group
7D
-0.5%
1Y
-47.2%

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.
RIVN
US$13.22
Rivian Automotive
7D
9.5%
1Y
-4.4%
LOBO
US$0.50
Lobo EV Technologies
7D
-11.1%
1Y
-76.0%

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$58.75
General Motors
7D
4.0%
1Y
18.8%
EMPD
US$7.02
Empery Digital
7D
-3.8%
1Y
-92.8%