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U.S. Auto Industry Analysis

UpdatedJul 27, 2026
DataAggregated Company Financials
Companies48
  • 7D-15.7%
  • 3M-15.5%
  • 1Y-0.5%
  • YTD-26.3%

Over the last 7 days, the Auto industry has dropped 16%, driven by Tesla declining 18%. Meanwhile, General Motors actually outperformed within the industry, gaining 8.6% in the last week. Over the last year, the industry has been flat overall. 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
Mon, 27 Jul 2026US$1.4tUS$546.0b-US$10,494,638,342.4115.8x-136.7x2.6x
Wed, 24 Jun 2026US$1.7tUS$539.4b-US$9,826,783,369.3815.5x-174.8x3.2x
Fri, 22 May 2026US$1.8tUS$538.3b-US$10,147,492,518.8018.1x-173.6x3.3x
Sun, 19 Apr 2026US$1.7tUS$550.6b-US$11,312,363,060.9423.1x-152.4x3.1x
Tue, 17 Mar 2026US$1.7tUS$531.5b-US$10,778,149,339.4623.4x-154.2x3.1x
Thu, 12 Feb 2026US$1.8tUS$531.5b-US$10,774,785,870.9725.8x-168.5x3.4x
Sat, 10 Jan 2026US$1.7tUS$536.9bUS$5.2b20.6x322.6x3.1x
Mon, 08 Dec 2025US$1.7tUS$536.3bUS$5.2b18.9x334.1x3.2x
Wed, 05 Nov 2025US$1.7tUS$535.1bUS$5.0b17.6x335.4x3.2x
Fri, 03 Oct 2025US$1.7tUS$527.8bUS$5.7b18.5x302.7x3.3x
Sun, 31 Aug 2025US$1.3tUS$527.6bUS$5.7b17.9x222.5x2.4x
Tue, 29 Jul 2025US$1.2tUS$523.8bUS$7.3b15.8x166.3x2.3x
Thu, 26 Jun 2025US$1.3tUS$527.7bUS$8.6b8.3x148.3x2.4x
Sat, 24 May 2025US$1.3tUS$527.3bUS$8.6b8.4x149.2x2.4x
Mon, 21 Apr 2025US$936.6bUS$528.8bUS$9.4b18.2x99.4x1.8x
Wed, 19 Mar 2025US$943.7bUS$528.9bUS$9.5b16.4x98.9x1.8x
Fri, 14 Feb 2025US$1.3tUS$534.5bUS$10.7b17.5x124.8x2.5x
Sun, 12 Jan 2025US$1.5tUS$526.8bUS$17.2b17.2x88.2x2.9x
Tue, 10 Dec 2024US$1.5tUS$527.4bUS$17.1b22x88.1x2.9x
Thu, 07 Nov 2024US$1.1tUS$528.5bUS$16.9b17.4x63.2x2x
Sat, 05 Oct 2024US$1.0tUS$519.6bUS$17.0b19.5x60.7x2x
Mon, 02 Sep 2024US$948.9bUS$518.4bUS$16.8b14.4x56.3x1.8x
Wed, 31 Jul 2024US$986.0bUS$516.4bUS$16.5b12.8x59.9x1.9x
Fri, 28 Jun 2024US$873.3bUS$509.4bUS$17.4b18x50.3x1.7x
Sun, 26 May 2024US$816.7bUS$509.9bUS$17.4b14.4x47x1.6x
Tue, 23 Apr 2024US$711.5bUS$505.5bUS$18.4b16x38.7x1.4x
Thu, 21 Mar 2024US$807.5bUS$505.9bUS$18.2b16.4x44.3x1.6x
Sat, 17 Feb 2024US$897.0bUS$500.7bUS$16.6b16.6x54.1x1.8x
Mon, 15 Jan 2024US$951.6bUS$498.3bUS$13.8b15.7x69.2x1.9x
Wed, 13 Dec 2023US$1.0tUS$498.4bUS$13.8b14.6x73.9x2x
Fri, 10 Nov 2023US$950.5bUS$497.5bUS$14.0b10.5x67.8x1.9x
Sun, 08 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x84.9x2.2x
Tue, 05 Sep 2023US$1.1tUS$486.1bUS$13.0b11x81.7x2.2x
Thu, 03 Aug 2023US$1.1tUS$483.2bUS$13.5b10.9x82.7x2.3x
Price to Earnings Ratio

82.7x


Total Market Cap: US$1.1tTotal Earnings: US$13.5bTotal Revenue: US$483.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 89.2x202420252026
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 4.2% 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-1.05%
Consumer Discretionary-6.57%
Auto-15.67%
Motorcycle Manufacturers1.05%
Automobile Manufacturers-15.70%
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 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$82.648.6%
    +US$3.9b    		54.8%PE39x
    		F Ford MotorUS$14.371.0%
    +US$557.9m    		25.3%PS0.3x
    		LVWR LiveWire GroupUS$1.46110.3%
    +US$156.8m    		-65.5%PS9.6x
    		THO THOR IndustriesUS$76.660.5%
    +US$20.3m    		-19.6%PE15.2x
    		WGO Winnebago IndustriesUS$30.770.2%
    +US$2.0m    		-2.8%PE22.6x

    Latest News

    RIVN
    US$15.84
    Rivian Automotive
    7D
    -9.3%
    1Y
    13.1%
    LVWR
    US$1.46
    LiveWire Group
    7D
    110.3%
    1Y
    -65.5%
    F
    US$14.37
    Ford Motor
    7D
    1.0%
    1Y
    25.3%
    TSLA
    US$313.03
    Tesla
    7D
    -17.8%
    1Y
    -1.0%
    Seeking Alpha • Jul 24

    Tesla Q2 2026: Shift Away From EVs Punishes Stock Valuation

    Summary Tesla, Inc. reported Q2 FY2026 earnings that triggered a 14.7% stock drop, reflecting investor skepticism over its strategic pivot. TSLA is shifting from a carmaker to an AI conglomerate, with 2026 capex set to exceed $25 billion and negative free cash flow emerging. Automotive revenues rose 8% but were driven by price cuts and incentives, compressing gross margins to 16.3% and signaling core business pressure. The market is demanding near-term AI returns, but TSLA’s heavy investment and delayed payoff risk further valuation discounting in the coming quarters. Read the full article on Seeking Alpha
    VFS
    US$2.85
    VinFast Auto
    7D
    -9.5%
    1Y
    -19.7%
    Narrative Update • Jul 24

    VFS: Debt Restructuring And Green Mobility Ecosystem Will Drive Future Upside

    Analysts have trimmed their fair value estimate for VinFast Auto to $5.0 from $5.5, citing updated assumptions that point to more moderate revenue growth, a thinner profit margin outlook, a higher discount rate, and a higher future P/E multiple in their models. What’s in the News for VinFast Auto VinFast reported 115,916 electric vehicles delivered in Vietnam in the first half of 2026 and 58,577 global EV deliveries in Q1 2026, alongside very large growth in electric scooter and e-bike deliveries to 143,136 units, while expanding its global retail and after sales network to 447 showrooms and gaining access to about 95% of U.S. public charging stations (source: VinFast Accelerates Green Mobility with Strong EV Sales and Autonomous Driving Partnerships).
    GM
    US$82.64
    General Motors
    7D
    8.6%
    1Y
    54.8%
    LI
    US$12.12
    Li Auto
    7D
    -2.2%
    1Y
    -59.0%
    Narrative Update • Jul 21

    LI: Future Returns Will Struggle With Margin Pressure Despite AI And Model Refresh

    Li Auto's updated analyst price target drops from about $14.03 to $10.83, reflecting analysts' more cautious expectations around its new car cycle, profitability, and earnings forecasts, despite some support from recent upgrades and model updates. Analyst Commentary Recent research on Li Auto points to a cautious tone, with several bearish analysts trimming price targets and flagging execution and profitability risks around the current product cycle.
    XPEV
    US$12.33
    XPeng
    7D
    -8.9%
    1Y
    -35.0%
    AIIO
    US$2.61
    Robo.ai
    7D
    -33.9%
    1Y
    -89.2%
    NIO
    US$4.49
    NIO
    7D
    -8.0%
    1Y
    -8.7%
    WKHS
    US$2.71
    Workhorse Group
    7D
    3.0%
    1Y
    n/a
    WGO
    US$30.77
    Winnebago Industries
    7D
    0.2%
    1Y
    -2.8%
    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.
    LCID
    US$6.30
    Lucid Group
    7D
    -14.4%
    1Y
    -78.4%
    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$76.66
    THOR Industries
    7D
    0.5%
    1Y
    -19.6%
    MAMO
    US$0.98
    Massimo Group
    7D
    3.2%
    1Y
    -61.6%
    GGR
    US$3.50
    Gogoro
    7D
    2.0%
    1Y
    -55.5%