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U.S. Auto Industry Analysis

UpdatedJun 13, 2026
DataAggregated Company Financials
Companies49
  • 7D3.4%
  • 3M4.1%
  • 1Y24.0%
  • YTD-6.9%

Over the last 7 days, the Auto industry has risen 3.4%, driven by gains from Tesla of 3.9%. Meanwhile, XPeng actually underperformed within the industry, shrinking 9.2% in the last week. This means that the industry has gained 24% over the past year. 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
Sat, 13 Jun 2026US$1.7tUS$539.5b-US$9,841,315,892.2615.3x-172.9x3.2x
Mon, 11 May 2026US$1.8tUS$538.2b-US$10,021,703,757.1724.4x-180.4x3.4x
Wed, 08 Apr 2026US$1.5tUS$550.2b-US$11,289,260,245.9121.4x-135.4x2.8x
Fri, 06 Mar 2026US$1.7tUS$531.6b-US$11,322,365,004.5923.6x-151.9x3.2x
Sun, 01 Feb 2026US$1.8tUS$533.8bUS$2.3b23.9x797.7x3.4x
Tue, 30 Dec 2025US$1.8tUS$536.7bUS$5.2b19.6x336.4x3.3x
Thu, 27 Nov 2025US$1.6tUS$536.0bUS$5.1b21.7x312.1x3x
Sat, 25 Oct 2025US$1.7tUS$535.0bUS$4.8b19.5x356.6x3.2x
Mon, 22 Sep 2025US$1.6tUS$527.9bUS$5.7b18.8x283.8x3.1x
Wed, 20 Aug 2025US$1.3tUS$527.5bUS$5.8b18x220.4x2.4x
Fri, 18 Jul 2025US$1.2tUS$527.7bUS$8.6b15.1x142.3x2.3x
Sun, 15 Jun 2025US$1.2tUS$527.7bUS$8.6b8.3x141.9x2.3x
Tue, 13 May 2025US$1.2tUS$525.9bUS$8.4b14.9x142.3x2.3x
Thu, 10 Apr 2025US$1.0tUS$528.7bUS$9.4b19x108.6x1.9x
Sat, 08 Mar 2025US$1.1tUS$535.3bUS$11.5b18.2x95.6x2.1x
Mon, 03 Feb 2025US$1.5tUS$532.5bUS$8.4b17.4x185x2.9x
Wed, 01 Jan 2025US$1.6tUS$527.0bUS$17.2b17.2x92.8x3x
Fri, 29 Nov 2024US$1.3tUS$527.9bUS$17.2b20.1x77.3x2.5x
Sun, 27 Oct 2024US$1.1tUS$525.6bUS$17.2b20.1x65.8x2.2x
Tue, 24 Sep 2024US$1.0tUS$519.9bUS$17.0b12.6x60.1x2x
Thu, 22 Aug 2024US$956.0bUS$517.9bUS$16.8b15.5x57.1x1.8x
Sat, 20 Jul 2024US$1.1tUS$509.5bUS$17.4b19.1x61.2x2.1x
Mon, 17 Jun 2024US$807.9bUS$509.6bUS$17.4b13.9x46.5x1.6x
Wed, 15 May 2024US$802.8bUS$508.6bUS$17.2b16.8x46.8x1.6x
Fri, 12 Apr 2024US$808.3bUS$505.6bUS$18.4b18.9x44x1.6x
Sun, 10 Mar 2024US$821.9bUS$504.9bUS$18.1b15.9x45.4x1.6x
Tue, 06 Feb 2024US$819.5bUS$498.9bUS$18.1b15.8x45.2x1.6x
Thu, 04 Jan 2024US$1.0tUS$498.4bUS$13.8b15.6x74.3x2.1x
Sat, 02 Dec 2023US$1.0tUS$498.3bUS$13.9b12.1x73.3x2x
Mon, 30 Oct 2023US$892.8bUS$492.8bUS$13.1b10x68.4x1.8x
Wed, 27 Sep 2023US$1.0tUS$484.8bUS$12.8b12.6x81x2.1x
Fri, 25 Aug 2023US$1.0tUS$486.3bUS$13.5b10.4x74.2x2.1x
Sun, 23 Jul 2023US$1.1tUS$469.5bUS$11.4b10.4x97.9x2.4x
Tue, 20 Jun 2023US$1.1tUS$462.2bUS$11.1b9x99.4x2.4x
Price to Earnings Ratio

99.4x


Total Market Cap: US$1.1tTotal Earnings: US$11.1bTotal Revenue: US$462.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 100.1x202420252026
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 3.2x.
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 5.3% 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 Market0.81%
Consumer Discretionary0.67%
Auto3.35%
Motorcycle Manufacturers3.73%
Automobile Manufacturers3.35%
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 37% 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
    		TSLA TeslaUS$406.433.9%
    +US$58.0b    		24.9%PE395.2x
    		RIVN Rivian AutomotiveUS$16.762.5%
    +US$524.8m    		24.9%PS3.9x
    		HOG Harley-DavidsonUS$25.644.7%
    +US$121.1m    		6.0%PE11.7x
    		LI Li AutoUS$14.300.7%
    +US$102.0m    		-48.5%PS0.9x
    		THO THOR IndustriesUS$77.171.9%
    +US$76.5m    		-11.2%PE15.3x

    Latest News

    XPEV
    US$14.49
    XPeng
    7D
    -9.2%
    1Y
    -20.3%
    VFS
    US$3.15
    VinFast Auto
    7D
    -1.9%
    1Y
    -10.5%
    RIVN
    US$16.76
    Rivian Automotive
    7D
    2.5%
    1Y
    24.9%
    NIO
    US$5.21
    NIO
    7D
    -2.8%
    1Y
    48.4%
    LCID
    US$5.20
    Lucid Group
    7D
    1.7%
    1Y
    -75.2%
    Narrative Update • Jun 11

    LCID: Saudi Production Ramp And Robotaxi Partnership Will Support Future Upside

    Analysts have trimmed their implied fair value for Lucid Group from about $12.77 to $8.40, reflecting a reset in price targets after the company pulled its 2026 outlook. They continue to point to medium term milestones such as the planned Saudi plant and expectations for lower capital spending.
    GM
    US$81.50
    General Motors
    7D
    -0.7%
    1Y
    67.5%
    F
    US$14.84
    Ford Motor
    7D
    -0.4%
    1Y
    42.3%
    HOG
    US$25.64
    Harley-Davidson
    7D
    4.7%
    1Y
    6.0%
    TSLA
    US$406.43
    Tesla
    7D
    3.9%
    1Y
    24.9%
    THO
    US$77.17
    THOR Industries
    7D
    1.9%
    1Y
    -11.2%
    PSNY
    US$19.17
    Polestar Automotive Holding UK
    7D
    1.4%
    1Y
    -38.0%
    Narrative Update • Jun 06

    PSNY: US Production Shift And Capital Raise Will Shape Balanced Outlook

    Analysts have reduced their price target for Polestar Automotive Holding UK from $30.00 to $20.00, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple as the key drivers of this change. What's in the News Polestar stock moved up 5.91% on 22 May 2026, with investors reacting to recent presentations that outlined the company’s growth roadmap and new models, and to plans to consolidate Polestar 3 production in the US to help address tariff exposure.
    LOT
    US$1.19
    Lotus Technology
    7D
    -1.7%
    1Y
    -45.4%
    Narrative Update • Jun 05

    LOT: Hybrid Platform And Multi Powertrain Plan Will Support Upside

    Analysts have reduced their price target on Lotus Technology to reflect a slightly lower assumed future P/E multiple of 16.28x, while keeping key inputs such as fair value, discount rate, revenue growth, and profit margin assumptions broadly unchanged. What's in the News Launched Eletre X hyper SUV in Europe, built on the new X-Hybrid architecture with a 900V platform, 70 kWh battery, dual motors delivering up to 952 PS and 935 Nm of torque, EV-only range of up to 350 km and a combined WLTP range targeted at more than 1,200 km, with 20-80% charging in about 9 minutes on a 350 kW DC charger; European deliveries are expected in Q4 2026 and UK deliveries in summer 2027, subject to right hand drive homologation.
    WGO
    US$29.24
    Winnebago Industries
    7D
    5.6%
    1Y
    -7.2%
    Seeking Alpha • Jun 05

    I Was Wrong About Upgrading Winnebago - Downgrading To Sell Again

    Summary Winnebago Industries (WGO) reported a 6% sales growth for the most recent quarter, but at the same time two out of three segments contracted. The macroeconomic landscape remains challenging with consumer confidence at record lows, and crude prices still elevated. The firm's dividend looks unsustainable, in my opinion, based on the free cash flow figures, but even if it was sustainable, a dividend discount model still signals overvaluation. For these reasons, I downgrade WGO from hold to sell. Read the full article on Seeking Alpha
    LI
    US$14.30
    Li Auto
    7D
    0.7%
    1Y
    -48.5%
    Narrative Update • Jun 05

    LI: Future Performance Will Balance Margin Pressure With AI And Product Cycle Execution

    Li Auto's updated analyst price target moves down from about $15.00 to about $14.00, as analysts adjust their models for softer recent margins and sales, while still acknowledging steadier volumes and potential mix improvement in higher priced models. Analyst Commentary Recent Street research around Li Auto has tilted more cautious, with several bearish analysts trimming price targets and rethinking how much risk investors should be willing to take on execution, margins, and growth.
    AIIO
    US$2.72
    Robo.ai
    7D
    -7.5%
    1Y
    -93.1%
    WKHS
    US$2.99
    Workhorse Group
    7D
    -8.8%
    1Y
    n/a