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U.S. Auto Industry Analysis

UpdatedApr 28, 2026
DataAggregated Company Financials
Companies46
  • 7D-2.2%
  • 3M-11.5%
  • 1Y27.9%
  • YTD-12.7%

Over the last 7 days, the Auto industry has dropped 2.2%, driven by a pullback from Tesla of 3.6%. Meanwhile, Faraday Future Intelligent Electric actually outperformed within the industry, gaining 25% in the last week. Over the past 12 months, the industry was up 28%. 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
Tue, 28 Apr 2026US$1.6tUS$535.9b-US$11,051,256,698.8722.1x-147x3x
Thu, 26 Mar 2026US$1.6tUS$532.3b-US$10,530,410,931.1623.6x-155.4x3.1x
Sat, 21 Feb 2026US$1.8tUS$531.1b-US$10,793,435,926.8125.3x-162.6x3.3x
Mon, 19 Jan 2026US$1.7tUS$536.9bUS$5.2b21.5x321.7x3.1x
Wed, 17 Dec 2025US$1.8tUS$536.4bUS$5.2b19.2x345x3.4x
Fri, 14 Nov 2025US$1.7tUS$536.1bUS$4.9b17.7x340x3.1x
Sun, 12 Oct 2025US$1.6tUS$527.8bUS$5.8b17.3x272.2x3x
Tue, 09 Sep 2025US$1.3tUS$527.8bUS$5.7b18.4x232x2.5x
Thu, 07 Aug 2025US$1.2tUS$526.1bUS$6.5b18x180.2x2.2x
Sat, 05 Jul 2025US$1.2tUS$527.8bUS$8.6b15.7x139.9x2.3x
Mon, 02 Jun 2025US$1.3tUS$527.3bUS$8.6b8.3x150.3x2.5x
Wed, 30 Apr 2025US$1.1tUS$528.0bUS$7.9b13.2x137.8x2.1x
Fri, 28 Mar 2025US$1.1tUS$529.0bUS$9.4b21.3x112.5x2x
Sun, 23 Feb 2025US$1.3tUS$535.1bUS$11.5b17.1x117.6x2.5x
Tue, 21 Jan 2025US$1.6tUS$526.8bUS$17.3b16.2x93.8x3.1x
Thu, 19 Dec 2024US$1.8tUS$527.2bUS$17.1b20.4x104.9x3.4x
Sat, 16 Nov 2024US$1.3tUS$527.7bUS$17.0b16.1x74.3x2.4x
Mon, 14 Oct 2024US$961.5bUS$519.5bUS$17.0b18.7x56.7x1.9x
Wed, 11 Sep 2024US$946.3bUS$519.5bUS$17.0b14.6x55.7x1.8x
Fri, 09 Aug 2024US$841.4bUS$517.1bUS$16.4b13.2x51.4x1.6x
Sun, 07 Jul 2024US$1.1tUS$509.5bUS$17.4b17.5x60.8x2.1x
Tue, 04 Jun 2024US$815.1bUS$509.9bUS$17.5b14.8x46.6x1.6x
Thu, 02 May 2024US$824.7bUS$507.8bUS$17.1b17.1x48.1x1.6x
Sat, 30 Mar 2024US$826.5bUS$505.6bUS$18.2b18.7x45.4x1.6x
Mon, 26 Feb 2024US$870.5bUS$501.5bUS$16.7b17x52.1x1.7x
Wed, 24 Jan 2024US$905.4bUS$498.3bUS$13.8b16x65.5x1.8x
Fri, 22 Dec 2023US$1.1tUS$498.5bUS$13.8b16.7x76.6x2.1x
Sun, 19 Nov 2023US$995.1bUS$498.1bUS$13.9b11.8x71.8x2x
Tue, 17 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x83.1x2.2x
Thu, 14 Sep 2023US$1.1tUS$486.0bUS$13.0b10.7x87.7x2.4x
Sat, 12 Aug 2023US$1.1tUS$486.8bUS$14.1b11x74.6x2.2x
Mon, 10 Jul 2023US$1.2tUS$461.4bUS$11.0b9.6x106.3x2.5x
Wed, 07 Jun 2023US$956.9bUS$461.9bUS$11.5b8.8x83.5x2.1x
Fri, 05 May 2023US$742.6bUS$462.7bUS$11.6b6x64.2x1.6x
Price to Earnings Ratio

64.2x


Total Market Cap: US$742.6bTotal Earnings: US$11.6bTotal Revenue: US$462.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 110.8x202420252026
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 3.0x.
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 Market0.72%
Consumer Discretionary-0.52%
Auto-2.22%
Automobile Manufacturers-2.22%
Motorcycle Manufacturers-3.13%
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 46% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings decline by 5.3% 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
    		FFAI Faraday Future Intelligent ElectricUS$0.3625.1%
    +US$17.9m    		-72.6%PS166.4x
    		LVWR LiveWire GroupUS$1.972.6%
    +US$10.2m    		3.7%PS15.7x
    		NIU Niu TechnologiesUS$3.091.3%
    +US$3.1m    		-12.7%PS0.4x
    		DCX Digital Currency X TechnologyUS$2.2517.8%
    +US$794.0k    		-99.9%PS1.3x
    		CENN CenntroUS$4.4412.4%
    +US$718.0k    		-91.2%PS0.4x

    Latest News

    GM
    US$77.96
    General Motors
    7D
    -3.2%
    1Y
    65.0%

    General Motors: Structural Transformation Underway And Undervalued (Q1 Earnings Preview)

    Apr 27
    TSLA
    US$378.67
    Tesla
    7D
    -2.0%
    1Y
    29.7%

    Tesla: AI And Robotics Shift Is The Real Story

    Apr 27
    VFS
    US$4.21
    VinFast Auto
    7D
    -3.2%
    1Y
    26.0%

    VFS: Expanding Global EV Lineup And Warranties Will Support Upside

    Analysts have kept their VinFast Auto price target effectively unchanged at $6.30, citing only very small tweaks to assumptions for discount rate, revenue growth, profit margin and future P/E that do not materially alter their view of the stock’s valuation. What's in the News VF 8 Eco highlighted for design by Pininfarina, 256-mile range, spacious interior, and 15.6-inch central touchscreen with HUD, with an MSRP starting at US$39,900 and competitive leasing and financing policies including 0% APR for up to 84 months and retail bonus incentives (Key Developments) VF 9 three-row fully electric SUV positioned for family use, offering up to 402 horsepower, all-wheel drive, towing capacity of up to 3,968 lbs with braked trailer, cargo volume up to 926 litres, and an all-in starting price of C$77,308, supported by a 10-year/200,000-kilometre vehicle warranty and 10-year unlimited mileage battery warranty (Key Developments) Ownership support for VinFast vehicles outlined through the VinFast app that connects drivers to public charging stations across North America, 24/7 roadside assistance, and in-car services such as Sony RIDEVU for entertainment during longer waits (Key Developments) Company brand architecture clarified into three lines, with VF as the mass-market EV range, Lac Hong as the ultra-luxury marque with new Lac Hong 800S and 900S models, and Green as the commercial mobility brand, covering more than 15 electric vehicle models across segments (Key Developments) VinFast provided 2026 guidance, targeting global deliveries of 300,000 electric vehicles and 2026 two-wheeler deliveries at least 2.5 times 2025 levels, supported by new models and an expanding distribution network in Asian markets including Vietnam, Indonesia, India and the Philippines (Key Developments) Valuation Changes Fair Value: $6.30 remains unchanged, indicating no revision to the overall equity value estimate.
    XPEV
    US$16.56
    XPeng
    7D
    -7.0%
    1Y
    -16.9%
    F
    US$12.49
    Ford Motor
    7D
    -3.0%
    1Y
    24.7%

    Ford Motor Company (F): The Industrial Icon Navigates the Hybrid-Electric Inflection Point

    Ford Motor Company (F) , the architect of the American automotive landscape, enters the weekend of Sunday, April 26, 2026 , in a state of high-stakes strategic rebalancing. The company is set to release its Q1 2026 earnings report on Wednesday, April 29, 2026, after the market close.
    LCID
    US$5.93
    Lucid Group
    7D
    -12.1%
    1Y
    -76.6%
    LVWR
    US$1.97
    LiveWire Group
    7D
    2.6%
    1Y
    3.7%
    LI
    US$17.95
    Li Auto
    7D
    -4.1%
    1Y
    -26.1%
    FFAI
    US$0.36
    Faraday Future Intelligent Electric
    7D
    25.1%
    1Y
    -72.6%
    NIU
    US$3.09
    Niu Technologies
    7D
    1.3%
    1Y
    -12.7%
    DCX
    US$2.25
    Digital Currency X Technology
    7D
    17.8%
    1Y
    -99.9%
    NIO
    US$6.23
    NIO
    7D
    -6.5%
    1Y
    44.5%

    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.
    EZGO
    US$1.36
    EZGO Technologies
    7D
    1.9%
    1Y
    -83.4%
    EVTV
    US$1.77
    Envirotech Vehicles
    7D
    0.6%
    1Y
    -30.3%
    CENN
    US$4.44
    Cenntro
    7D
    12.4%
    1Y
    -91.2%