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U.S. Auto Industry Analysis

UpdatedMay 20, 2026
DataAggregated Company Financials
Companies48
  • 7D-6.4%
  • 3M-2.9%
  • 1Y15.3%
  • YTD-8.3%

Over the last 7 days, the Auto industry has dropped 7.2%, driven by a pullback from Tesla of 6.8%. In contrast, Ford Motor has gained 8.9%. In the past year, the industry has gained 18%. Earnings are forecast to grow by 37% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 20 May 2026US$1.7tUS$538.2b-US$10,143,467,190.1917.5x-170.7x3.2x
Fri, 17 Apr 2026US$1.7tUS$550.6b-US$11,275,620,775.1022.2x-149.5x3.1x
Sun, 15 Mar 2026US$1.7tUS$531.5b-US$10,778,149,339.4623.4x-154.2x3.1x
Tue, 10 Feb 2026US$1.8tUS$534.0bUS$2.3b22.9x782.1x3.3x
Thu, 08 Jan 2026US$1.7tUS$536.7bUS$5.2b19.9x319.2x3.1x
Sat, 06 Dec 2025US$1.7tUS$536.3bUS$5.2b18.9x334x3.2x
Mon, 03 Nov 2025US$1.7tUS$535.0bUS$4.8b18.5x363.3x3.2x
Wed, 01 Oct 2025US$1.7tUS$527.8bUS$5.7b18.1x293x3.2x
Fri, 29 Aug 2025US$1.3tUS$527.6bUS$5.7b17.8x231.6x2.5x
Sun, 27 Jul 2025US$1.2tUS$523.9bUS$7.3b15.9x166.4x2.3x
Tue, 24 Jun 2025US$1.3tUS$527.7bUS$8.6b8.5x150.9x2.5x
Thu, 22 May 2025US$1.3tUS$525.9bUS$8.5b8.5x152x2.5x
Sat, 19 Apr 2025US$936.6bUS$528.8bUS$9.4b18.2x99.4x1.8x
Mon, 17 Mar 2025US$979.2bUS$528.4bUS$9.5b15.2x102.6x1.9x
Wed, 12 Feb 2025US$1.4tUS$534.3bUS$10.7b18x128.8x2.6x
Fri, 10 Jan 2025US$1.5tUS$526.8bUS$17.2b16.7x88.4x2.9x
Sun, 08 Dec 2024US$1.5tUS$527.4bUS$17.1b21.5x88.1x2.9x
Tue, 05 Nov 2024US$1.1tUS$528.9bUS$16.8b17.2x62.8x2x
Thu, 03 Oct 2024US$1.1tUS$519.8bUS$17.0b19.5x64.8x2.1x
Sat, 31 Aug 2024US$921.7bUS$518.4bUS$16.8b14.4x54.7x1.8x
Mon, 29 Jul 2024US$947.5bUS$516.4bUS$16.5b13.5x57.5x1.8x
Wed, 26 Jun 2024US$829.3bUS$509.4bUS$17.4b17.5x47.8x1.6x
Fri, 24 May 2024US$821.1bUS$509.9bUS$17.4b14.2x47.3x1.6x
Sun, 21 Apr 2024US$711.5bUS$505.5bUS$18.4b16x38.7x1.4x
Tue, 19 Mar 2024US$813.9bUS$504.8bUS$18.1b15.7x45x1.6x
Thu, 15 Feb 2024US$837.9bUS$500.7bUS$16.6b16.6x50.5x1.7x
Sat, 13 Jan 2024US$951.6bUS$498.3bUS$13.8b15.7x69.2x1.9x
Mon, 11 Dec 2023US$1.0tUS$498.4bUS$13.8b14.7x75.6x2.1x
Wed, 08 Nov 2023US$951.6bUS$493.3bUS$13.2b11x72.3x1.9x
Fri, 06 Oct 2023US$1.1tUS$484.8bUS$12.8b12.3x84.5x2.2x
Sun, 03 Sep 2023US$1.1tUS$486.1bUS$13.0b11x81.7x2.2x
Tue, 01 Aug 2023US$1.2tUS$483.3bUS$13.5b10.9x86.7x2.4x
Thu, 29 Jun 2023US$1.1tUS$461.3bUS$11.1b9.7x98.7x2.4x
Sat, 27 May 2023US$856.1bUS$464.3bUS$11.8b5.8x72.9x1.8x
Price to Earnings Ratio

72.9x


Total Market Cap: US$856.1bTotal Earnings: US$11.8bTotal Revenue: US$464.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 105.8x202420252026
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 2.3x is lower than the industry's current PS ratio of 3.3x.
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 5.0% 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 Market-1.01%
Consumer Discretionary-3.21%
Auto-6.37%
Automobile Manufacturers-6.37%
Motorcycle Manufacturers-7.63%
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 52% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 15% 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
    		F Ford MotorUS$13.068.9%
    +US$4.3b    		21.8%PS0.3x
    		AIIO Robo.aiUS$4.24231.3%
    +US$54.8m    		-90.9%PS82.6x
    		PSNY Polestar Automotive Holding UKUS$21.602.3%
    +US$54.3m    		-39.5%PS0.8x
    		GGR GogoroUS$4.179.2%
    +US$7.0m    		-21.0%PS0.3x
    		EVTV Envirotech VehiclesUS$2.5012.1%
    +US$3.5m    		11.6%PS5.4x

    Latest News

    PSNY
    US$21.60
    Polestar Automotive Holding UK
    7D
    2.3%
    1Y
    -39.5%
    XPEV
    US$14.94
    XPeng
    7D
    -7.5%
    1Y
    -24.1%
    NIO
    US$5.74
    NIO
    7D
    -5.6%
    1Y
    44.9%
    GM
    US$72.63
    General Motors
    7D
    -5.0%
    1Y
    44.7%
    TSLA
    US$404.11
    Tesla
    7D
    -6.8%
    1Y
    17.5%
    F
    US$13.06
    Ford Motor
    7D
    8.9%
    1Y
    21.8%
    LI
    US$16.18
    Li Auto
    7D
    -13.7%
    1Y
    -42.7%
    Narrative Update • May 17

    LI: Shares Should Recover As Execution Stabilizes And Guidance Concerns Ease

    Analysts have nudged their fair value estimate for Li Auto stock down by about $1 to $21.18, reflecting mixed recent research in which some firms trimmed price targets on concerns around near term volume, margins, and model mix, while others issued upgrades at lower valuation multiples. Analyst Commentary Recent Street research around Li Auto highlights a split view, with some analysts emphasizing valuation support and others focusing on execution risks tied to guidance and product mix.
    HOG
    US$23.36
    Harley-Davidson
    7D
    -7.8%
    1Y
    -9.9%
    AIIO
    US$4.24
    Robo.ai
    7D
    231.3%
    1Y
    -90.9%
    EVTV
    US$2.50
    Envirotech Vehicles
    7D
    12.1%
    1Y
    11.6%
    VFS
    US$3.53
    VinFast Auto
    7D
    -13.5%
    1Y
    -0.3%
    RIVN
    US$12.90
    Rivian Automotive
    7D
    -7.5%
    1Y
    -23.8%
    DCX
    US$2.33
    Digital Currency X Technology
    7D
    4.5%
    1Y
    -99.9%
    LOBO
    US$0.60
    Lobo Technologies
    7D
    7.1%
    1Y
    -50.0%
    GGR
    US$4.17
    Gogoro
    7D
    9.2%
    1Y
    -21.0%
    CENN
    US$4.03
    Cenntro
    7D
    2.5%
    1Y
    -93.5%