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U.S. Auto Industry Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies44
  • 7D18.8%
  • 3M28.7%
  • 1Y71.3%
  • YTD11.8%

In the last week, the Auto industry is up 16%, with Tesla up 18%. This means that the industry has gained 68% over the past year. Looking forward, earnings are forecast to grow by 30% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Sep 2025US$1.6tUS$527.9bUS$5.7b19.1x273.8x3x
Fri, 15 Aug 2025US$1.3tUS$526.1bUS$5.7b17.9x226.4x2.4x
Sun, 13 Jul 2025US$1.2tUS$527.7bUS$8.6b15.8x139.3x2.3x
Tue, 10 Jun 2025US$1.1tUS$527.7bUS$8.4b8.6x134.3x2.1x
Thu, 08 May 2025US$1.1tUS$525.8bUS$8.4b13.8x126x2x
Sat, 05 Apr 2025US$1.0tUS$528.9bUS$9.4b18.8x108.8x1.9x
Mon, 03 Mar 2025US$1.2tUS$534.9bUS$11.5b18.9x104.9x2.3x
Wed, 29 Jan 2025US$1.5tUS$532.0bUS$12.8b17.3x120.1x2.9x
Fri, 27 Dec 2024US$1.7tUS$527.0bUS$17.1b18.1x102x3.3x
Sun, 24 Nov 2024US$1.4tUS$527.8bUS$17.2b20.3x81.2x2.6x
Tue, 22 Oct 2024US$969.0bUS$519.2bUS$17.0b17.6x57.1x1.9x
Thu, 19 Sep 2024US$985.9bUS$519.7bUS$17.0b12.8x58x1.9x
Sat, 17 Aug 2024US$932.9bUS$517.3bUS$16.5b13.7x56.5x1.8x
Mon, 15 Jul 2024US$1.1tUS$509.6bUS$17.4b19.2x61.3x2.1x
Wed, 12 Jun 2024US$803.3bUS$509.6bUS$17.4b14.6x46.2x1.6x
Fri, 10 May 2024US$809.3bUS$508.6bUS$17.2b16.9x47.2x1.6x
Sun, 07 Apr 2024US$785.0bUS$505.7bUS$18.4b19x42.7x1.6x
Tue, 05 Mar 2024US$864.5bUS$504.8bUS$18.0b17.4x48x1.7x
Thu, 01 Feb 2024US$851.8bUS$499.1bUS$18.1b15.6x47x1.7x
Sat, 30 Dec 2023US$1.1tUS$498.6bUS$13.7b16.7x78.9x2.2x
Mon, 27 Nov 2023US$1.0tUS$498.3bUS$13.9b11.9x72.5x2x
Wed, 25 Oct 2023US$916.8bUS$486.3bUS$11.3b11.9x80.9x1.9x
Fri, 22 Sep 2023US$1.1tUS$485.9bUS$13.0b10.4x82.6x2.2x
Sun, 20 Aug 2023US$956.9bUS$486.3bUS$13.7b10.8x69.9x2x
Tue, 18 Jul 2023US$1.2tUS$461.7bUS$11.0b10.3x111.6x2.7x
Thu, 15 Jun 2023US$1.1tUS$462.0bUS$11.1b9.2x97.8x2.3x
Sat, 13 May 2023US$770.5bUS$464.7bUS$11.3b5.9x68.2x1.7x
Mon, 10 Apr 2023US$824.7bUS$446.9bUS$7.1b6.3x116.8x1.8x
Wed, 08 Mar 2023US$843.9bUS$448.8bUS$7.4b9x113.7x1.9x
Fri, 03 Feb 2023US$892.8bUS$442.2bUS$17.4b8.5x51.3x2x
Sun, 01 Jan 2023US$621.1bUS$425.6bUS$16.4b7x37.9x1.5x
Tue, 29 Nov 2022US$844.5bUS$425.4bUS$17.0b8x49.6x2x
Thu, 27 Oct 2022US$958.8bUS$418.2bUS$20.6b7.4x46.7x2.3x
Sat, 24 Sep 2022US$1.1tUS$394.6bUS$18.0b7.8x63x2.9x
Price to Earnings Ratio

63x


Total Market Cap: US$1.1tTotal Earnings: US$18.0bTotal Revenue: US$394.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 87.7x202320242025
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 273x which is higher than its 3-year average PE of 87.5x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 3.0x.
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 Market1.62%
Consumer Discretionary2.99%
Auto18.78%
Automobile Manufacturers18.85%
Motorcycle Manufacturers1.65%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 89.3x.
    • Analysts are expecting annual earnings growth of 30.2%, 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$421.6221.5%
+US$248.1b		85.0%PE238.3x
NIO NIOUS$7.0211.8%
+US$3.0b		29.8%PS1.7x
LI Li AutoUS$26.119.0%
+US$2.2b		25.8%PE23.2x
XPEV XPengUS$21.453.4%
+US$666.5m		137.0%PS2.4x
F Ford MotorUS$11.611.0%
+US$477.6m		6.5%PE14.7x

Latest News

GGR
US$0.33
Gogoro
7D
-6.0%
1Y
-57.0%
HOG
US$30.06
Harley-Davidson
7D
-3.0%
1Y
-22.6%
TSLA
US$421.62
Tesla
7D
21.5%
1Y
85.0%
RIVN
US$14.32
Rivian Automotive
7D
2.7%
1Y
9.3%
GM
US$58.46
General Motors
7D
0.8%
1Y
23.0%

Electric Vehicles And Battery Production Will Fuel Future Success

Analysts have lifted GM’s price target to $58.28 thanks to resilience in U.S. auto demand, effective cost management, easing EV regulations, and ongoing buybacks, though concerns linger over competition, potential loss of IRA benefits, and weaker 2025 outlook. Analyst Commentary Bullish analysts highlight resilience in U.S. auto demand and production despite tariffs, with GM effectively offsetting cost pressures and maintaining strong consumer pricing.
NIO
US$7.02
NIO
7D
11.8%
1Y
29.8%
THO
US$105.87
THOR Industries
7D
-3.3%
1Y
0.6%

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
-3.5%
1Y
-43.0%

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.
XPEV
US$21.45
XPeng
7D
3.4%
1Y
137.0%
LVWR
US$5.28
LiveWire Group
7D
19.7%
1Y
-23.8%
WGO
US$33.54
Winnebago Industries
7D
-4.8%
1Y
-42.7%
VFS
US$3.19
VinFast Auto
7D
-3.4%
1Y
-17.4%
LOT
US$2.01
Lotus Technology
7D
-0.5%
1Y
-59.8%
LI
US$26.11
Li Auto
7D
9.0%
1Y
25.8%
F
US$11.61
Ford Motor
7D
1.0%
1Y
6.5%
NIU
US$4.13
Niu Technologies
7D
-4.2%
1Y
117.4%