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U.S. Auto Industry Analysis

UpdatedAug 05, 2026
DataAggregated Company Financials
Companies48
  • 7D7.8%
  • 3M-17.8%
  • 1Y3.6%
  • YTD-23.1%

Over the last 7 days, the Auto industry has risen 7.8%, driven by gains from Tesla of 9.7%. This means that the industry has gained 3.6% over the past year. As for the next few years, earnings are expected to grow by 37% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Aug 2026US$1.5tUS$544.6b-US$11,507,327,950.2416.7x-130.2x2.8x
Fri, 03 Jul 2026US$1.8tUS$539.3b-US$9,830,114,884.8715.3x-182.1x3.3x
Sun, 31 May 2026US$1.9tUS$539.6b-US$9,802,309,955.5115.6x-189.6x3.4x
Tue, 28 Apr 2026US$1.6tUS$535.9b-US$11,051,256,698.8722.1x-147x3x
Thu, 26 Mar 2026US$1.6tUS$532.3b-US$10,530,410,931.1623.6x-155.4x3.1x
Sat, 21 Feb 2026US$1.8tUS$531.1b-US$10,793,435,926.8125.3x-162.6x3.3x
Mon, 19 Jan 2026US$1.7tUS$536.9bUS$5.2b21.5x321.7x3.1x
Wed, 17 Dec 2025US$1.8tUS$536.4bUS$5.2b19.2x345x3.4x
Fri, 14 Nov 2025US$1.7tUS$536.1bUS$4.9b17.7x340x3.1x
Sun, 12 Oct 2025US$1.6tUS$527.8bUS$5.8b17.3x272.2x3x
Tue, 09 Sep 2025US$1.3tUS$527.8bUS$5.7b18.4x232x2.5x
Thu, 07 Aug 2025US$1.2tUS$526.1bUS$6.5b18x180.2x2.2x
Sat, 05 Jul 2025US$1.2tUS$527.8bUS$8.6b15.7x139.9x2.3x
Mon, 02 Jun 2025US$1.3tUS$527.3bUS$8.6b8.3x150.3x2.5x
Wed, 30 Apr 2025US$1.1tUS$528.0bUS$7.9b13.2x137.8x2.1x
Fri, 28 Mar 2025US$1.1tUS$529.0bUS$9.4b21.3x112.5x2x
Sun, 23 Feb 2025US$1.3tUS$535.1bUS$11.5b17.1x117.6x2.5x
Tue, 21 Jan 2025US$1.6tUS$526.8bUS$17.3b16.2x93.8x3.1x
Thu, 19 Dec 2024US$1.8tUS$527.2bUS$17.1b20.4x104.9x3.4x
Sat, 16 Nov 2024US$1.3tUS$527.7bUS$17.0b16.1x74.3x2.4x
Mon, 14 Oct 2024US$961.5bUS$519.5bUS$17.0b18.7x56.7x1.9x
Wed, 11 Sep 2024US$946.3bUS$519.5bUS$17.0b14.6x55.7x1.8x
Fri, 09 Aug 2024US$841.4bUS$517.1bUS$16.4b13.2x51.4x1.6x
Sun, 07 Jul 2024US$1.1tUS$509.5bUS$17.4b17.5x60.8x2.1x
Tue, 04 Jun 2024US$815.1bUS$509.9bUS$17.5b14.8x46.6x1.6x
Thu, 02 May 2024US$824.7bUS$507.8bUS$17.1b17.1x48.1x1.6x
Sat, 30 Mar 2024US$826.5bUS$505.6bUS$18.2b18.7x45.4x1.6x
Mon, 26 Feb 2024US$870.5bUS$501.5bUS$16.7b17x52.1x1.7x
Wed, 24 Jan 2024US$905.4bUS$498.3bUS$13.8b16x65.5x1.8x
Fri, 22 Dec 2023US$1.1tUS$498.5bUS$13.8b16.7x76.6x2.1x
Sun, 19 Nov 2023US$995.1bUS$498.1bUS$13.9b11.8x71.8x2x
Tue, 17 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x83.1x2.2x
Thu, 14 Sep 2023US$1.1tUS$486.0bUS$13.0b10.7x87.7x2.4x
Sat, 12 Aug 2023US$1.1tUS$486.8bUS$14.1b11x74.6x2.2x
Price to Earnings Ratio

74.6x


Total Market Cap: US$1.1tTotal Earnings: US$14.1bTotal Revenue: US$486.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 87.4x202420252026
Current Industry PE
  • Investors are optimistic on the American Auto industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • Total earnings for the Auto industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 3.8% 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 Market4.85%
Consumer Discretionary9.43%
Auto7.80%
Automobile Manufacturers7.82%
Motorcycle Manufacturers-0.50%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 37% over the next 5 years.
    • This is better than its past earnings decline of 8.7% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 20% 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$327.359.7%
    +US$114.7b    		2.3%PE339.7x
    		VFS VinFast AutoUS$3.3311.0%
    +US$772.0m    		-5.7%PS2.1x
    		NIO NIOUS$4.761.7%
    +US$200.2m    		5.8%PS0.8x
    		PSNY Polestar Automotive Holding UKUS$14.637.7%
    +US$150.7m    		-54.0%PS0.7x
    		HOG Harley-DavidsonUS$26.514.8%
    +US$128.4m    		9.4%PE13.8x

    Latest News

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    LiveWire Group
    7D
    -27.2%
    1Y
    -57.9%
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    XPeng
    7D
    -5.2%
    1Y
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    HOG
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    7D
    4.8%
    1Y
    9.4%
    RIVN
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    Rivian Automotive
    7D
    -3.5%
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    GM
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    General Motors
    7D
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    1Y
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    TSLA
    US$327.35
    Tesla
    7D
    9.7%
    1Y
    2.3%
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    Start from the trough Q2 2026 is the baseline: record revenue of $28.24bn and record deliveries of 480,126, but operating income down 57% to $398m, a 1.4% operating margin, negative free cash flow for the quarter, and $0.33 adjusted EPS against ~$0.53 expected. On a trailing basis Tesla now runs a 4.13% operating margin and a 3.67% profit margin, with $18.69bn of operating cash flow against $12.92bn of capex ($5.76bn of free cash flow) and a net cash position of $27.44bn.
    LI
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    Li Auto
    7D
    -2.6%
    1Y
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    NIO
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    NIO
    7D
    1.7%
    1Y
    5.8%
    F
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    Ford Motor
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    1Y
    28.8%
    WKHS
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    7D
    11.1%
    1Y
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    7D
    11.0%
    1Y
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    WGO
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    Winnebago Industries
    7D
    -0.7%
    1Y
    5.9%
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    PSNY
    US$14.63
    Polestar Automotive Holding UK
    7D
    7.7%
    1Y
    -54.0%
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    Lucid Group
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    1Y
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    US$1.97
    Aptera Motors
    7D
    18.0%
    1Y
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    THO
    US$79.94
    THOR Industries
    7D
    0.8%
    1Y
    -15.1%