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U.S. Auto Industry Analysis

UpdatedApr 21, 2026
DataAggregated Company Financials
Companies47
  • 7D10.3%
  • 3M-5.3%
  • 1Y66.4%
  • YTD-9.5%

In the last week, the Auto industry is up 13%, with Tesla up 11%. This means that the industry has gained 61% over the past year. Looking forward, earnings are forecast to grow by 36% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Apr 2026US$1.7tUS$550.6b-US$11,312,424,654.9722.9x-152.4x3.1x
Thu, 19 Mar 2026US$1.7tUS$531.6b-US$10,788,783,467.9723.1x-157.2x3.2x
Sat, 14 Feb 2026US$1.8tUS$531.1b-US$10,843,858,533.4525.4x-163.5x3.3x
Mon, 12 Jan 2026US$1.7tUS$536.9bUS$5.2b20.6x327.7x3.2x
Wed, 10 Dec 2025US$1.7tUS$536.3bUS$5.2b19.4x328x3.2x
Fri, 07 Nov 2025US$1.7tUS$536.0bUS$4.9b17.9x359.2x3.3x
Sun, 05 Oct 2025US$1.6tUS$527.8bUS$5.7b19x285.3x3.1x
Tue, 02 Sep 2025US$1.3tUS$527.6bUS$5.7b17.9x222.5x2.4x
Thu, 31 Jul 2025US$1.2tUS$523.8bUS$7.3b15.7x167.3x2.3x
Sat, 28 Jun 2025US$1.2tUS$527.7bUS$8.6b8.6x141.7x2.3x
Mon, 26 May 2025US$1.3tUS$527.3bUS$8.6b8.4x148.3x2.4x
Wed, 23 Apr 2025US$890.5bUS$528.7bUS$9.4b18.8x94.5x1.7x
Fri, 21 Mar 2025US$941.0bUS$528.8bUS$9.6b15.8x98.5x1.8x
Sun, 16 Feb 2025US$1.4tUS$534.6bUS$10.7b17.7x131.5x2.6x
Tue, 14 Jan 2025US$1.5tUS$526.7bUS$17.2b15.8x88.2x2.9x
Thu, 12 Dec 2024US$1.5tUS$527.4bUS$17.1b21.6x90.4x2.9x
Sat, 09 Nov 2024US$1.2tUS$528.1bUS$17.0b16.7x71.6x2.3x
Mon, 07 Oct 2024US$1.1tUS$519.6bUS$17.0b19.5x62.6x2x
Wed, 04 Sep 2024US$948.9bUS$518.3bUS$16.9b14.1x56.3x1.8x
Fri, 02 Aug 2024US$986.2bUS$516.4bUS$16.6b13.1x59.6x1.9x
Sun, 30 Jun 2024US$875.9bUS$509.4bUS$17.4b18.3x50.4x1.7x
Tue, 28 May 2024US$816.7bUS$509.9bUS$17.4b14.4x47x1.6x
Thu, 25 Apr 2024US$713.4bUS$506.5bUS$17.6b16x40.5x1.4x
Sat, 23 Mar 2024US$806.9bUS$505.5bUS$18.2b17.7x44.4x1.6x
Mon, 19 Feb 2024US$895.6bUS$500.7bUS$16.6b16.6x54x1.8x
Wed, 17 Jan 2024US$951.6bUS$498.3bUS$13.7b15.8x69.3x1.9x
Fri, 15 Dec 2023US$1.0tUS$498.8bUS$13.8b15.9x74.7x2.1x
Sun, 12 Nov 2023US$923.0bUS$497.5bUS$14.0b10.7x65.8x1.9x
Tue, 10 Oct 2023US$1.1tUS$484.8bUS$12.8b12.3x84.5x2.2x
Thu, 07 Sep 2023US$1.1tUS$485.9bUS$13.0b10.7x82.6x2.2x
Sat, 05 Aug 2023US$1.1tUS$483.4bUS$13.6b10.5x81.7x2.3x
Mon, 03 Jul 2023US$1.1tUS$461.3bUS$11.0b9.8x101.7x2.4x
Wed, 31 May 2023US$882.2bUS$463.8bUS$11.7b5.6x75.6x1.9x
Fri, 28 Apr 2023US$738.7bUS$455.4bUS$6.6b6.4x111.2x1.6x
Price to Earnings Ratio

111.2x


Total Market Cap: US$738.7bTotal Earnings: US$6.6bTotal Revenue: US$455.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 112.5x202420252026
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 3.1x.
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 6.5% 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 Market3.58%
Consumer Discretionary5.78%
Auto10.30%
Automobile Manufacturers10.31%
Motorcycle Manufacturers4.76%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 36% over the next 5 years.
    • This is better than its past earnings decline of 51% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings decline by 6.1% 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$392.5011.4%
    +US$150.4b    		72.5%PE388.2x
    		GM General MotorsUS$80.544.8%
    +US$3.4b    		81.4%PE22.9x
    		F Ford MotorUS$12.875.8%
    +US$2.8b    		35.9%PS0.3x
    		RIVN Rivian AutomotiveUS$16.926.4%
    +US$1.3b    		51.7%PS3.9x
    		VFS VinFast AutoUS$4.355.1%
    +US$491.3m    		37.7%PS3x

    Latest News

    FFAI
    US$0.29
    Faraday Future Intelligent Electric
    7D
    -16.6%
    1Y
    -67.0%
    LCID
    US$6.75
    Lucid Group
    7D
    -26.9%
    1Y
    -70.9%
    PSNY
    US$18.97
    Polestar Automotive Holding UK
    7D
    -7.0%
    1Y
    -33.5%

    Polestar: Delivery Growth With A Steep Price

    Apr 20
    TSLA
    US$392.50
    Tesla
    7D
    11.4%
    1Y
    72.5%

    Wall Street Brunch: Tesla Reports As Earnings Season Picks Up

    Apr 19
    GM
    US$80.54
    General Motors
    7D
    4.8%
    1Y
    81.4%

    GM: U.S. Trucks And SUVs Mix Reset Will Support Future Returns

    Analysts have trimmed the General Motors fair value estimate by about $2 to $119.99, reflecting updated expectations for slightly higher revenue growth and profit margins, along with a lower assumed future P/E multiple drawn from a mix of recent target raises and cuts across the Street. Analyst Commentary Recent research on General Motors shows a mix of higher and lower price targets, along with several ratings upgrades that point to growing confidence in the story among some market participants.
    RIVN
    US$16.92
    Rivian Automotive
    7D
    6.4%
    1Y
    51.7%

    RIVN: Future Upside Will Depend On Partnerships And New Platform Execution

    Analysts kept the $25 price target for Rivian unchanged, balancing mixed Street calls that highlight both cautious views on EV adoption and cash burn, as well as more constructive takes around the Uber partnership and potential R2 demand. At the same time, they modestly adjusted model inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions.
    XPEV
    US$17.80
    XPeng
    7D
    1.9%
    1Y
    -2.2%
    LI
    US$18.71
    Li Auto
    7D
    -0.4%
    1Y
    -19.4%

    LI: Cost Discipline And Model Mix Execution Will Drive Future Re Rating Potential

    Li Auto's analyst price targets have edged lower, with cuts such as Morgan Stanley's reduction, Goldman's move to $19, and JPMorgan's revised $15.50 target contributing to a modest fair value reset as analysts factor in softer volume expectations, pressure on vehicle margins, and a higher mix of lower margin models. Analyst Commentary Recent research around Li Auto has shifted toward a more cautious tone, with several high profile firms re-basing expectations on volumes and margins.
    LOT
    US$1.39
    Lotus Technology
    7D
    -3.5%
    1Y
    8.6%

    Lotus Technology Needs More Progress To Get People Onboard

    Apr 17
    VFS
    US$4.35
    VinFast Auto
    7D
    5.1%
    1Y
    37.7%
    HOG
    US$23.95
    Harley-Davidson
    7D
    4.6%
    1Y
    8.7%

    Harley-Davidson: Losing Its Grip On The Road Ahead

    Apr 16
    NIO
    US$6.66
    NIO
    7D
    2.9%
    1Y
    85.0%

    NIO: Future P/E Expansion Will Struggle Against Sector Headwinds

    The analyst price target for Nio has been raised by several firms, lifting the blended fair value estimate from $4.13 to $4.29 as analysts factor in stronger order momentum, new model launches, and clearer visibility on earnings and volume expectations despite ongoing sector headwinds. Analyst Commentary Recent research has highlighted a split view on Nio, with some firms becoming more constructive on earnings visibility and volume potential, while others remain cautious on execution and sector pressures.
    F
    US$12.87
    Ford Motor
    7D
    5.8%
    1Y
    35.9%

    Wall Street Breakfast: Ford's EV Shakeup

    Apr 16
    LOBO
    US$0.57
    Lobo Technologies
    7D
    -0.6%
    1Y
    -29.3%
    EVTV
    US$1.76
    Envirotech Vehicles
    7D
    -7.4%
    1Y
    -28.2%
    CENN
    US$3.95
    Cenntro
    7D
    -1.3%
    1Y
    -91.0%