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U.S. Auto Industry Analysis

UpdatedJul 23, 2026
DataAggregated Company Financials
Companies48
  • 7D-4.4%
  • 3M-0.08%
  • 1Y11.0%
  • YTD-13.8%

Over the last 7 days, the Auto industry has dropped 4.4%, driven by a pullback from Tesla of 5.2%. On the other hand General Motors is actually up 5.8%. In the past year, the industry has gained 11%. 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
Fri, 24 Jul 2026US$1.6tUS$540.3b-US$10,411,105,696.4016.3x-156.1x3x
Sun, 21 Jun 2026US$1.7tUS$539.5b-US$9,833,315,618.1415.1x-173.1x3.2x
Tue, 19 May 2026US$1.8tUS$538.2b-US$10,139,328,452.8017.9x-176x3.3x
Thu, 16 Apr 2026US$1.7tUS$550.6b-US$11,276,598,265.1922.1x-149.8x3.1x
Sat, 14 Mar 2026US$1.7tUS$531.5b-US$10,778,149,339.4623.4x-155.7x3.2x
Mon, 09 Feb 2026US$1.8tUS$533.9bUS$2.3b23.9x769.4x3.3x
Wed, 07 Jan 2026US$1.7tUS$536.8bUS$5.2b20.4x331.8x3.2x
Fri, 05 Dec 2025US$1.7tUS$536.3bUS$5.2b19.1x333.3x3.2x
Sun, 02 Nov 2025US$1.7tUS$535.0bUS$4.8b18.5x363.3x3.2x
Tue, 30 Sep 2025US$1.7tUS$527.8bUS$5.7b18.3x292.7x3.2x
Thu, 28 Aug 2025US$1.3tUS$527.7bUS$5.7b18.6x232.9x2.5x
Sat, 26 Jul 2025US$1.2tUS$523.9bUS$7.2b15.9x162.9x2.2x
Mon, 23 Jun 2025US$1.2tUS$527.7bUS$8.6b8.4x140.6x2.3x
Wed, 21 May 2025US$1.3tUS$525.8bUS$8.5b15.5x151x2.4x
Fri, 18 Apr 2025US$935.3bUS$528.8bUS$9.4b18.2x99.3x1.8x
Sun, 16 Mar 2025US$979.1bUS$528.4bUS$9.5b15.2x102.6x1.9x
Tue, 11 Feb 2025US$1.4tUS$534.3bUS$10.7b18.9x132x2.6x
Thu, 09 Jan 2025US$1.5tUS$526.8bUS$17.2b16.7x88.5x2.9x
Sat, 07 Dec 2024US$1.4tUS$527.4bUS$17.1b21.5x84.2x2.7x
Mon, 04 Nov 2024US$1.1tUS$528.7bUS$16.8b17.5x62.8x2x
Wed, 02 Oct 2024US$1.1tUS$519.8bUS$17.0b19.5x64.8x2.1x
Fri, 30 Aug 2024US$917.0bUS$518.4bUS$16.8b14.6x54.4x1.8x
Sun, 28 Jul 2024US$947.5bUS$516.4bUS$16.5b13.5x57.5x1.8x
Tue, 25 Jun 2024US$825.2bUS$509.5bUS$17.4b18.2x47.5x1.6x
Thu, 23 May 2024US$843.5bUS$509.9bUS$17.4b14.6x48.6x1.7x
Sat, 20 Apr 2024US$724.7bUS$505.5bUS$18.4b16.2x39.5x1.4x
Mon, 18 Mar 2024US$784.2bUS$504.8bUS$18.1b15.7x43.3x1.6x
Wed, 14 Feb 2024US$838.0bUS$500.7bUS$16.3b16.4x51.5x1.7x
Fri, 12 Jan 2024US$1.0tUS$498.4bUS$13.7b16x73.2x2x
Sun, 10 Dec 2023US$1.0tUS$498.4bUS$13.8b14.7x75.6x2.1x
Tue, 07 Nov 2023US$957.3bUS$493.3bUS$13.2b11.2x72.8x1.9x
Thu, 05 Oct 2023US$1.1tUS$484.8bUS$12.8b12.5x83.4x2.2x
Sat, 02 Sep 2023US$1.1tUS$486.1bUS$13.0b11x81.7x2.2x
Mon, 31 Jul 2023US$1.2tUS$483.3bUS$13.5b10.8x86.4x2.4x
Price to Earnings Ratio

86.4x


Total Market Cap: US$1.2tTotal Earnings: US$13.5bTotal Revenue: US$483.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 89.8x202420252026
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 2.4x 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 3.8% 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-1.35%
Consumer Discretionary-3.26%
Auto-4.44%
Motorcycle Manufacturers7.80%
Automobile Manufacturers-4.47%
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 9.5% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 16% 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$80.673.8%
    +US$706.6m    		54.1%PE38.1x
    		NIU Niu TechnologiesUS$2.7418.1%
    +US$32.9m    		-28.6%PS0.3x
    		LVWR LiveWire GroupUS$0.775.5%
    +US$8.2m    		-82.9%PS5.6x
    		LOBO Lobo TechnologiesUS$0.7614.6%
    +US$1.6m    		77.1%PS0.5x
    		EMPD Empery DigitalUS$3.421.6%
    +US$1.5m    		-74.8%PS130x

    Latest News

    GM
    US$80.67
    General Motors
    7D
    3.8%
    1Y
    54.1%
    LI
    US$12.38
    Li Auto
    7D
    -3.7%
    1Y
    -58.2%
    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.
    TSLA
    US$319.69
    Tesla
    7D
    -18.3%
    1Y
    4.7%
    Seeking Alpha • Jul 18

    Tesla Q2 Earnings Preview: The Numbers Will Beat, The Narrative May Not

    Summary Tesla, Inc. commands a persistent 'Musk premium' due to its unmatched integration of hardware and software and long-term vision beyond automaking. I expect TSLA's Q2 earnings to beat on auto shipments and energy deployment, but the market's focus is shifting to robotaxis and Optimus as future growth drivers, rather than financials. Regulatory headwinds and delays in robotaxi roll-out present near-term risks, while Optimus production ramp and timelines could serve as significant catalysts. TSLA stock remains a long-term conviction holding for its unique moat in robotics and AI but is unsuitable for investors seeking traditional value or short-term certainty. Read the full article on Seeking Alpha
    LVWR
    US$0.77
    LiveWire Group
    7D
    5.5%
    1Y
    -82.9%
    XPEV
    US$12.76
    XPeng
    7D
    -9.1%
    1Y
    -33.3%
    RIVN
    US$16.46
    Rivian Automotive
    7D
    -3.7%
    1Y
    19.1%
    Narrative Update • Jul 16

    RIVN: Capital Raises And Cash Burn Will Continue To Pressure Shares

    Rivian Automotive's analyst fair value estimate has moved from $9.63 to $13.00 as analysts factor in recent Q2 deliveries strength, updated unit forecasts, and multiple price target increases across the Street. Analyst Commentary Recent Street commentary on Rivian Automotive highlights a mixed setup, with several firms adjusting price targets as they react to delivery data, partnership announcements, and broader views on the electric vehicle sector.
    AIIO
    US$2.86
    Robo.ai
    7D
    -31.1%
    1Y
    -89.5%
    NIO
    US$4.64
    NIO
    7D
    -7.0%
    1Y
    -3.9%
    WKHS
    US$2.76
    Workhorse Group
    7D
    2.6%
    1Y
    n/a
    NIU
    US$2.74
    Niu Technologies
    7D
    18.1%
    1Y
    -28.6%
    F
    US$14.15
    Ford Motor
    7D
    -0.3%
    1Y
    25.7%
    THO
    US$74.99
    THOR Industries
    7D
    -3.2%
    1Y
    -19.9%
    EMPD
    US$3.42
    Empery Digital
    7D
    1.6%
    1Y
    -74.8%
    LOBO
    US$0.76
    Lobo Technologies
    7D
    14.6%
    1Y
    77.1%
    MAMO
    US$0.99
    Massimo Group
    7D
    1.3%
    1Y
    -59.5%
    CENN
    US$3.39
    Cenntro
    7D
    3.0%
    1Y
    -91.0%