Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Auto Industry Analysis

UpdatedAug 02, 2026
DataAggregated Company Financials
Companies48
  • 7D0.1%
  • 3M-17.2%
  • 1Y4.4%
  • YTD-26.2%

Last week, the Auto industry hasn't moved much but General Motors is up 7.5% in that time. As for the the longer term, the industry is up 4.4% over the past 12 months. Earnings are forecast to grow by 38% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 02 Aug 2026US$1.4tUS$544.6b-US$11,507,093,884.1616.4x-124.9x2.6x
Tue, 30 Jun 2026US$1.6tUS$539.3b-US$9,829,160,234.8715.7x-164.8x3x
Thu, 28 May 2026US$1.8tUS$540.4b-US$9,199,731,319.4318.3x-199.6x3.4x
Sat, 25 Apr 2026US$1.6tUS$535.8b-US$11,046,868,261.3222.3x-145.5x3x
Mon, 23 Mar 2026US$1.6tUS$550.0b-US$10,726,024,818.4623.3x-147.2x2.9x
Wed, 18 Feb 2026US$1.8tUS$531.1b-US$10,793,259,404.8825.4x-162.5x3.3x
Fri, 16 Jan 2026US$1.7tUS$536.9bUS$5.2b21.6x323.3x3.1x
Sun, 14 Dec 2025US$1.7tUS$536.4bUS$5.2b19.2x338.6x3.3x
Tue, 11 Nov 2025US$1.7tUS$536.0bUS$4.9b17.9x348x3.2x
Thu, 09 Oct 2025US$1.6tUS$527.8bUS$5.7b18.1x285.8x3.1x
Sat, 06 Sep 2025US$1.3tUS$527.8bUS$5.7b18.1x231.7x2.5x
Mon, 04 Aug 2025US$1.2tUS$525.7bUS$5.3b17.7x217x2.2x
Wed, 02 Jul 2025US$1.2tUS$527.8bUS$8.6b14.9x142.2x2.3x
Fri, 30 May 2025US$1.3tUS$527.3bUS$8.6b8.4x154.4x2.5x
Sun, 27 Apr 2025US$1.1tUS$526.9bUS$8.4b19.4x129.4x2.1x
Tue, 25 Mar 2025US$975.9bUS$529.1bUS$9.3b15.2x104.5x1.8x
Thu, 20 Feb 2025US$1.4tUS$534.5bUS$10.7b17.5x131.5x2.6x
Sat, 18 Jan 2025US$1.6tUS$526.8bUS$17.2b16.2x92.1x3x
Mon, 16 Dec 2024US$1.7tUS$527.3bUS$17.1b21.2x96.9x3.1x
Wed, 13 Nov 2024US$1.4tUS$527.8bUS$16.8b16x82.9x2.6x
Fri, 11 Oct 2024US$1.0tUS$519.4bUS$17.0b18.6x60.9x2x
Sun, 08 Sep 2024US$926.5bUS$519.7bUS$17.0b13.5x54.5x1.8x
Tue, 06 Aug 2024US$899.8bUS$517.2bUS$16.6b12.6x54.1x1.7x
Thu, 04 Jul 2024US$1.0tUS$509.5bUS$17.4b18x60x2x
Sat, 01 Jun 2024US$811.5bUS$509.9bUS$17.5b14.7x46.4x1.6x
Mon, 29 Apr 2024US$790.3bUS$507.8bUS$17.1b16.2x46.1x1.6x
Wed, 27 Mar 2024US$814.6bUS$505.6bUS$18.2b17.9x44.9x1.6x
Fri, 23 Feb 2024US$883.0bUS$501.5bUS$16.7b16.9x52.9x1.8x
Sun, 21 Jan 2024US$919.4bUS$498.3bUS$13.8b15.9x66.5x1.8x
Tue, 19 Dec 2023US$1.1tUS$498.6bUS$13.8b15.7x78.6x2.2x
Thu, 16 Nov 2023US$1.0tUS$497.8bUS$14.1b11.8x71.6x2x
Sat, 14 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x82.4x2.2x
Mon, 11 Sep 2023US$1.1tUS$485.8bUS$13.1b10.6x81.6x2.2x
Wed, 09 Aug 2023US$1.1tUS$486.1bUS$13.5b11.4x81.2x2.2x
Price to Earnings Ratio

81.2x


Total Market Cap: US$1.1tTotal Earnings: US$13.5bTotal Revenue: US$486.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 88x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Auto industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
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 3.9% 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 Market0.97%
Consumer Discretionary7.83%
Auto0.14%
Automobile Manufacturers0.14%
Motorcycle Manufacturers-1.74%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 38% 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 19% 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
    		GM General MotorsUS$88.867.5%
    +US$5.5b    		69.2%PE42x
    		LI Li AutoUS$13.6312.5%
    +US$1.5b    		-46.0%PS0.8x
    		F Ford MotorUS$14.682.2%
    +US$1.3b    		35.7%PS0.3x
    		NIO NIOUS$4.888.7%
    +US$976.1m    		-2.6%PS0.8x
    		XPEV XPengUS$13.005.4%
    +US$641.2m    		-28.0%PS1.1x

    Latest News

    GM
    US$88.86
    General Motors
    7D
    7.5%
    1Y
    69.2%
    LI
    US$13.63
    Li Auto
    7D
    12.5%
    1Y
    -46.0%
    RIVN
    US$15.22
    Rivian Automotive
    7D
    -3.9%
    1Y
    22.9%
    NIO
    US$4.88
    NIO
    7D
    8.7%
    1Y
    -2.6%
    F
    US$14.68
    Ford Motor
    7D
    2.2%
    1Y
    35.7%
    TSLA
    US$311.21
    Tesla
    7D
    -0.6%
    1Y
    2.8%
    XPEV
    US$13.00
    XPeng
    7D
    5.4%
    1Y
    -28.0%
    Narrative Update • Jul 29

    XPEV: Robotaxis And Physical AI Will Drive Future Margin Upside

    Analysts have trimmed their blended price target outlook for XPeng, reflecting a move from a fair value estimate of about $28.16 to roughly $22.36. They cite a mix of reduced revenue growth and profit margin assumptions alongside a higher discount rate, partly balanced by updates to longer term P/E expectations and recent research highlighting both margin headwinds and overseas and robotaxi driven opportunities.
    LOT
    US$0.83
    Lotus Technology
    7D
    -5.2%
    1Y
    -56.4%
    New Narrative • Jul 29

    Lotus Technology: A Technology-Driven Luxury EV Brand with a Promising Turnaround Story

    While many investors still associate Lotus with its heritage as a British sports car manufacturer, Lotus Technology has undergone a significant transformation in recent years. Backed by Geely , the company is repositioning itself as a technology-first luxury performance brand , combining decades of sports-car engineering with advanced electric vehicle technology.
    VFS
    US$3.11
    VinFast Auto
    7D
    9.1%
    1Y
    -8.3%
    HOG
    US$24.54
    Harley-Davidson
    7D
    -3.7%
    1Y
    2.0%
    WGO
    US$30.28
    Winnebago Industries
    7D
    -1.6%
    1Y
    5.0%
    Narrative Update • Jul 15

    WGO: New RV Lineup And Margin Focus Will Support Cycle Recovery

    For Winnebago Industries, the analyst price target has been reset lower by several firms, with the updated fair value estimate moving from about $66.16 to $60.74 as analysts factor in softer RV retail demand, weaker wholesale shipments, and ongoing affordability and sentiment pressures on volumes. Analyst Commentary Recent Street research on Winnebago Industries has centered on resetting expectations for the RV cycle, with most analysts marking price targets lower while still highlighting areas where the company’s execution and product positioning could support value over time.
    PSNY
    US$14.40
    Polestar Automotive Holding UK
    7D
    5.3%
    1Y
    -53.8%
    LCID
    US$7.38
    Lucid Group
    7D
    17.1%
    1Y
    -69.5%
    Seeking Alpha • Jul 10

    Lucid: The Q2 Delivery Bounce Is Only Half The Battle

    Summary Lucid Group, Inc. delivered 3,953 EVs in Q2, up ~20% year-over-year, but continues to face significant gross margin challenges. LCID remains deeply unprofitable, losing about $100k per vehicle in Q1, and lacks the scale needed to achieve profitability, for now. Lucid has potential for an upside revaluation if it ramps Gravity SUV production in the second half of the year and narrows its gross losses. Shares trade at a distressed 0.45x price-to-revenue multiple, reflecting ongoing delivery uncertainty and inferior gross margin trajectory versus Rivian. A new delivery forecast is expected with Q2 earnings which could be a positive catalyst for a LCID share price revaluation. Read the full article on Seeking Alpha
    THO
    US$74.97
    THOR Industries
    7D
    -2.2%
    1Y
    -17.9%
    EMPD
    US$2.84
    Empery Digital
    7D
    -15.2%
    1Y
    -70.9%
    GGR
    US$2.53
    Gogoro
    7D
    -27.7%
    1Y
    -63.2%