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U.S. Auto Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies44
  • 7D9.3%
  • 3M25.7%
  • 1Y23.6%
  • YTD14.5%

The Auto industry is up 9.3% in the last week, with Tesla up 10.0%. In the last 12 months, the industry was up 24%. As for the next few years, earnings are expected to grow by 34% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 29 Nov 2025US$1.5tUS$537.6bUS$5.4b16x277x2.8x
Mon, 27 Oct 2025US$1.7tUS$535.0bUS$4.8b19.5x347.7x3.1x
Wed, 24 Sep 2025US$1.6tUS$527.9bUS$5.7b18.5x288.6x3.1x
Fri, 22 Aug 2025US$1.2tUS$527.5bUS$5.7b17.7x214.6x2.3x
Sun, 20 Jul 2025US$1.3tUS$527.7bUS$8.6b15.1x146.1x2.4x
Tue, 17 Jun 2025US$1.2tUS$527.7bUS$8.6b8.4x141.9x2.3x
Thu, 15 May 2025US$1.3tUS$525.9bUS$8.5b15x148.3x2.4x
Sat, 12 Apr 2025US$967.4bUS$528.8bUS$9.4b18.2x102.8x1.8x
Mon, 10 Mar 2025US$1.1tUS$535.3bUS$11.5b18.2x95.9x2.1x
Wed, 05 Feb 2025US$1.5tUS$532.7bUS$8.5b17.7x174.5x2.8x
Fri, 03 Jan 2025US$1.5tUS$526.9bUS$17.2b17.2x90.2x2.9x
Sun, 01 Dec 2024US$1.4tUS$527.9bUS$17.2b20.6x79.7x2.6x
Tue, 29 Oct 2024US$1.1tUS$525.6bUS$17.2b20.3x65.8x2.2x
Thu, 26 Sep 2024US$1.1tUS$519.8bUS$17.0b15.2x63.5x2.1x
Sat, 24 Aug 2024US$928.2bUS$517.9bUS$17.0b14.7x54.5x1.8x
Mon, 22 Jul 2024US$1.0tUS$509.5bUS$17.4b19.1x59x2x
Wed, 19 Jun 2024US$840.9bUS$509.6bUS$17.4b14.3x48.3x1.7x
Fri, 17 May 2024US$811.9bUS$508.7bUS$17.3b16.1x47x1.6x
Sun, 14 Apr 2024US$815.3bUS$505.5bUS$18.3b18.4x44.4x1.6x
Tue, 12 Mar 2024US$829.0bUS$504.9bUS$18.1b15.7x45.8x1.6x
Thu, 08 Feb 2024US$841.4bUS$500.8bUS$16.3b16.4x51.6x1.7x
Sat, 06 Jan 2024US$1.0tUS$498.4bUS$13.8b15.6x74x2x
Mon, 04 Dec 2023US$1.0tUS$498.3bUS$13.9b12.1x73.2x2x
Wed, 01 Nov 2023US$872.7bUS$492.8bUS$13.1b10.3x66.9x1.8x
Fri, 29 Sep 2023US$1.1tUS$484.8bUS$12.8b12.9x82.1x2.2x
Sun, 27 Aug 2023US$1.0tUS$486.3bUS$13.5b10.5x76.4x2.1x
Tue, 25 Jul 2023US$1.2tUS$469.5bUS$11.4b10.4x101.2x2.5x
Thu, 22 Jun 2023US$1.1tUS$461.5bUS$11.0b9.1x98.8x2.4x
Sat, 20 May 2023US$809.5bUS$464.5bUS$11.4b5.7x70.8x1.7x
Mon, 17 Apr 2023US$835.9bUS$446.9bUS$6.6b6.5x126.6x1.9x
Wed, 15 Mar 2023US$784.8bUS$447.6bUS$7.2b7.8x109.1x1.8x
Fri, 10 Feb 2023US$937.3bUS$448.7bUS$6.4b9.4x145.8x2.1x
Sun, 08 Jan 2023US$603.5bUS$425.7bUS$16.4b7.4x36.9x1.4x
Tue, 06 Dec 2022US$857.3bUS$426.2bUS$16.8b7.9x51x2x
Price to Earnings Ratio

51x


Total Market Cap: US$857.3bTotal Earnings: US$16.8bTotal Revenue: US$426.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 104.9x202320242025
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 277x which is higher than its 3-year average PE of 105x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 31% 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 Market4.11%
Consumer Discretionary5.69%
Auto9.30%
Automobile Manufacturers9.31%
Motorcycle Manufacturers5.41%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 107x.
    • Analysts are expecting annual earnings growth of 34.5%, which is higher than its past year's earnings decline of 24.2% 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 24% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings decline by 5.2% 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$430.1710.0%
+US$130.0b		24.6%PE281.7x
GM General MotorsUS$73.524.5%
+US$3.0b		32.3%PE14.4x
RIVN Rivian AutomotiveUS$16.8613.5%
+US$2.5b		37.9%PS3.5x
F Ford MotorUS$13.283.5%
+US$1.8b		19.3%PE11.2x
XPEV XPengUS$21.837.2%
+US$1.4b		81.2%PS2.1x

Latest News

GM
US$73.52
General Motors
7D
4.5%
1Y
32.3%
XPEV
US$21.83
XPeng
7D
7.2%
1Y
81.2%

XPEV: International Expansion And Robotaxi Launches Will Drive Upside Despite Recall Hurdles

XPeng's analyst price target has increased from $26.95 to $28.24 per share, as analysts cite stronger future profit margins and expanding opportunities in AI-driven mobility solutions. Analyst Commentary Recent analyst updates reflect diverging perspectives on XPeng's outlook, with both bullish and cautious views surfacing around the company's strategic direction and growth potential.
TSLA
US$430.17
Tesla
7D
10.0%
1Y
24.6%
NIO
US$5.50
NIO
7D
-1.4%
1Y
22.8%
LI
US$18.39
Li Auto
7D
2.1%
1Y
-22.3%

LI: Shares Will Recover As New Model Launch Supports Sales Momentum

The analyst price target for Li Auto has been revised downward from $28.70 to $28.09. This revision reflects analysts' more cautious revenue growth expectations as well as increased competitive and policy risks in China's electric vehicle market.
LCID
US$13.63
Lucid Group
7D
10.8%
1Y
-37.5%

LCID: Autonomous Ride Partnership Will Accelerate Expansion Amid Robotaxi Launches

Analysts have lowered their average price target for Lucid Group from approximately $22.88 to $18.43. This revision reflects expectations for the need of additional capital in the coming years and dilution from recent convertible note offerings.
ECDA
US$0.39
ECD Automotive Design
7D
-29.1%
1Y
-99.0%
F
US$13.28
Ford Motor
7D
3.5%
1Y
19.3%
THO
US$105.62
THOR Industries
7D
4.7%
1Y
-5.4%
ZK
US$26.71
ZEEKR Intelligent Technology Holding
7D
-0.5%
1Y
14.0%
RIVN
US$16.86
Rivian Automotive
7D
13.5%
1Y
37.9%

RIVN: Near-Term Demand Shifts And Industry Tailwinds Will Shape Future Performance

Rivian Automotive's analyst price target has increased modestly from $14.35 to $14.79. This change reflects analysts' expectations for improved revenue growth in the electric vehicle sector and ongoing long-term demand, despite near-term market challenges.
SEV
US$5.48
Aptera Motors
7D
-10.0%
1Y
n/a
PSNY
US$0.56
Polestar Automotive Holding UK
7D
-8.7%
1Y
-51.2%
AIIO
US$0.70
Robo.ai
7D
-5.4%
1Y
-41.7%