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15 handpicked stocks

U.S. Auto Tariff Shield: Domestic Winners

This carefully selected group of stocks represents American automotive companies positioned to benefit from U.S. tariffs on imported vehicles. These domestic manufacturers and suppliers have a competitive pricing advantage that could lead to increased market share and profits.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at Jul 20

About This Group of Stocks

1

Our Expert Thinking

Recent U.S. tariffs on imported vehicles have created a competitive advantage for domestic automakers and suppliers. Companies with U.S. manufacturing facilities can avoid these import duties, making their products more attractively priced compared to foreign competitors like Volvo who are now reporting significant profit declines.

2

What You Need to Know

This collection spans the entire automotive value chain, including manufacturers (GM, Ford, Stellantis), parts suppliers, dealerships, and aftermarket service providers. These companies are positioned to capture increased market share and potentially expand profit margins as import-dependent competitors face pricing challenges.

3

Why These Stocks

We've selected companies across the full automotive ecosystem with substantial U.S. operations that shield them from import tariffs. This creates a protective "moat" around their businesses, potentially allowing them to gain customers from international competitors who must now raise prices or absorb tariff costs.

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

GM

General Motors Co.

GM

Current price

$53.21

General Motors has extensive U.S. manufacturing, positioning it to benefit from tariffs on imported vehicles.

F

Ford Motor Co.

F

Current price

$11.31

Ford's American factories shield it from import tariffs while competitors face higher costs.

STLA

Stellantis NV

STLA

Current price

$9.26

Stellantis (Chrysler's parent) has significant U.S. manufacturing, giving it tariff advantages.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+18.80%

Group Performance Snapshot

18.8%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 18.8% over the next year.

9 of 15

Stocks Rated Buy by Analysts

9 of 15 assets in this group are rated Buy by professional analysts.

5.9% vs 4%

Group Growth vs Bank interest

This group averaged a 5.9% return last month, beating the typical 4% bank rate.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🛡️

Protected from Foreign Competition

These companies operate behind a tariff "shield" that makes their foreign competitors' products more expensive. This built-in price advantage could translate directly to higher profits and market share.

🏭

Made in America Momentum

With Volvo and other foreign automakers reporting major profit drops due to tariffs, American manufacturers are positioned to fill the gap. This shift to domestic production creates a potentially lasting advantage.

💰

Policy Winners You Shouldn't Miss

Trade policies are creating clear winners and losers in the auto industry. This carefully selected group represents companies that stand to benefit from this shift, from manufacturing all the way to parts and service.

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