undamentalytics Newsletter

Automobile Manufacturers stocks

26 US-listed companies in automobile manufacturers, with $1.19tn of combined revenue in their latest fiscal years. Toyota Motor Corp/ is the largest ($336.8bn). The fastest grower with at least $100m of revenue in both years is Xpeng Inc., up 88.0%. The median company grew 2.0% with a net margin of −1.7%.

Companies26
Combined revenue$1.19tn
Median revenue growth2.0%
Median net margin−1.7%
Median return on equity−3.6%
#CompanyRevenueGrowthNet marginROEFiscal year
1 Toyota Motor Corp/TM $336.8bn 6.8% 7.6% 10.4% 2026
2 Ford Motor CompanyF $187.3bn 1.2% −4.4% −20.3% 2025
3 General MotorsGM $185.0bn −1.3% 1.5% 4.3% 2025
4 Stellantis N.V.STLA $173.6bn 2.2% −14.5% −34.3% 2025
5 Honda Motor Co LTDHMC $144.8bn 1.7% −1.9% −3.6% 2026
6 Tesla, Inc.TSLA $94.8bn −2.9% 4.0% 4.9% 2025
7 Li Auto Inc.LI $15.6bn −22.2% 1.0% 1.6% 2025
8 NIO Inc.NIO $12.2bn 33.3% −17.8% — 2025
9 Xpeng Inc.XPEV $10.7bn 88.0% −1.5% −3.7% 2025
10 Thor Industries IncTHO $9.6bn 0.3% 1.8% 4.2% 2026
11 Ferrari N.V.RACE $8.1bn 11.8% 22.3% 43.8% 2025
12 Rivian Automotive, Inc. / DERIVN $5.4bn 8.4% −67.7% −65.4% 2025
13 Polestar Automotive Holding UK PLCPSNY $3.1bn 50.3% −77.1% — 2025
14 Winnebago Industries IncWGO $2.7bn −3.4% 1.3% 2.8% 2026
15 Lucid Group, Inc.LCID $1.4bn 67.6% −199.3% −117.6% 2025
16 Niu TechnologiesNIU $599m 31.2% −0.9% −4.3% 2025
17 Lotus Technology Inc.LOT $519m −43.8% −89.4% — 2025
18 Gogoro Inc.GGR $281m −9.4% −28.4% −56.2% 2025
19 Kandi Technologies Group, Inc.KNDI $87m −31.5% −107.4% −30.5% 2025
20 Xos, Inc.XOS $46m −17.8% −55.1% −87.2% 2025
21 Workhorse Group Inc.WKHS $21m 201.1% −302.1% — 2025
22 Ezgo Technologies Ltd.EZGO $20m 12.4% −42.4% −16.3% 2025
23 Fly-e Group, Inc.FLYE $19m −25.0% −48.6% −67.9% 2026
24 Cenntro Inc.CENN $18m −42.2% −403.7% −123.6% 2025
25 Robo.ai Inc.AIIO $950,000 −92.1% −17614.9% — 2025
26 Faraday Future Intelligent Electric Inc.FFAI $536,000 −0.6% −72891.0% — 2025

Medians cover companies with at least $100m of revenue (growth: in both years). Growth is the latest fiscal year against the year before and includes acquisitions.

Other consumer discretionary industries

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.