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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 3.6%, driven by Tesla declining 5.2%. Meanwhile, General Motors actually outperformed within the industry, gaining 5.8% in the last week. Over the past 12 months, the industry was up 13%. As for the next few years, earnings are expected to grow by 36% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 23 Jul 2026US$1.6tUS$540.3b-US$10,411,105,696.4016.3x-156.1x3x
Sat, 20 Jun 2026US$1.7tUS$539.5b-US$9,833,315,618.1415.1x-173.1x3.2x
Mon, 18 May 2026US$1.8tUS$538.2b-US$10,135,654,577.6323.4x-176x3.3x
Wed, 15 Apr 2026US$1.6tUS$550.6b-US$11,276,920,888.8622.7x-140x2.9x
Fri, 13 Mar 2026US$1.7tUS$531.6b-US$10,788,022,373.1923.4x-160.4x3.3x
Sun, 08 Feb 2026US$1.8tUS$533.9bUS$2.3b23.9x769.4x3.3x
Tue, 06 Jan 2026US$1.7tUS$536.8bUS$5.2b19.7x331.4x3.2x
Thu, 04 Dec 2025US$1.7tUS$536.1bUS$5.1b20.4x329.9x3.2x
Sat, 01 Nov 2025US$1.7tUS$535.0bUS$4.8b18.5x351.2x3.1x
Mon, 29 Sep 2025US$1.7tUS$527.8bUS$5.8b18.4x290.8x3.2x
Wed, 27 Aug 2025US$1.3tUS$527.7bUS$5.7b18.5x232.4x2.5x
Fri, 25 Jul 2025US$1.3tUS$524.0bUS$7.2b15.6x175.7x2.4x
Sun, 22 Jun 2025US$1.2tUS$527.7bUS$8.6b8.4x140.7x2.3x
Tue, 20 May 2025US$1.3tUS$525.9bUS$8.5b15.2x154.2x2.5x
Thu, 17 Apr 2025US$979.3bUS$528.7bUS$9.4b17.9x103.9x1.9x
Sat, 15 Mar 2025US$948.9bUS$528.4bUS$9.5b15.2x99.4x1.8x
Mon, 10 Feb 2025US$1.4tUS$534.4bUS$10.7b18.6x132x2.6x
Wed, 08 Jan 2025US$1.6tUS$526.8bUS$17.2b17.2x91.8x3x
Fri, 06 Dec 2024US$1.4tUS$527.4bUS$17.1b21.2x82.1x2.7x
Sun, 03 Nov 2024US$1.1tUS$528.7bUS$16.8b17.5x62.8x2x
Tue, 01 Oct 2024US$1.1tUS$519.8bUS$17.0b15.5x64.7x2.1x
Thu, 29 Aug 2024US$933.6bUS$517.9bUS$17.0b13.7x54.8x1.8x
Sat, 27 Jul 2024US$946.9bUS$516.4bUS$16.5b13.5x57.5x1.8x
Mon, 24 Jun 2024US$825.2bUS$509.4bUS$17.4b18.2x47.5x1.6x
Wed, 22 May 2024US$806.9bUS$509.6bUS$17.2b14.8x46.8x1.6x
Fri, 19 Apr 2024US$724.7bUS$505.5bUS$18.4b16.2x39.5x1.4x
Sun, 17 Mar 2024US$784.2bUS$504.8bUS$18.1b15.7x43.3x1.6x
Tue, 13 Feb 2024US$859.0bUS$500.7bUS$16.3b16.9x52.8x1.7x
Thu, 11 Jan 2024US$1.0tUS$498.4bUS$13.8b11.1x73.4x2x
Sat, 09 Dec 2023US$1.0tUS$498.4bUS$13.7b14.7x75.7x2.1x
Mon, 06 Nov 2023US$954.2bUS$493.2bUS$13.2b11.4x72.4x1.9x
Wed, 04 Oct 2023US$1.1tUS$484.8bUS$12.8b12.5x83.4x2.2x
Fri, 01 Sep 2023US$1.1tUS$486.2bUS$13.0b10.8x84.6x2.3x
Sun, 30 Jul 2023US$1.2tUS$483.3bUS$13.5b10.8x85.6x2.4x
Price to Earnings Ratio

85.6x


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 90.1x202420252026
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 2.9x.
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$82.135.8%
    +US$4.0b    		54.6%PE39.9x
    		F Ford MotorUS$14.421.7%
    +US$956.3m    		26.7%PS0.3x
    		LCID Lucid GroupUS$6.7813.9%
    +US$323.9m    		-78.0%PS1.9x
    		HOG Harley-DavidsonUS$27.626.4%
    +US$175.8m    		9.2%PE12.6x
    		THO THOR IndustriesUS$77.603.5%
    +US$137.4m    		-19.4%PE15.4x

    Latest News

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    1Y
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    VinFast's Developing Market Strategy Playing Out As I Expected

    Summary VinFast remains a buy as it targets emerging Asian EV markets with significant growth potential. Despite ongoing financial losses on EV sales, VFS's early entry into undeveloped markets could yield a competitive advantage. The company's strategy focuses on capturing future demand in regions yet to experience an EV sales boom. I have slightly increased my VFS position, reflecting confidence in its long-term global EV market prospects, while at the same time recognizing the potential risks. Read the full article on Seeking Alpha
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    Li Auto
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    -4.8%
    1Y
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    Narrative Update • Jul 21

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    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.
    GM
    US$82.13
    General Motors
    7D
    5.8%
    1Y
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    Narrative Update • Jul 21

    GM: Future Returns Will Depend On Unsustainable North America Earnings Concentration

    Analysts have trimmed their fair value estimate for General Motors from about $67 to about $65, reflecting strong recent North America driven beats that support slightly higher margin assumptions, but also a more cautious stance on how current run-rates translate into longer term revenue growth and valuation multiples. Analyst Commentary Street research on General Motors points to a mix of confidence in current execution and caution about how much of the recent strength can reasonably be factored into longer term expectations.
    HOG
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    Harley-Davidson
    7D
    6.4%
    1Y
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    Narrative Update • Jul 21

    HOG: Back To The Bricks And Junk Downgrade Will Shape Turnaround Execution

    The analyst price target for Harley-Davidson has been raised by about $1 to reflect slightly higher fair value estimates. This adjustment is supported by recent research in which several firms increased their targets and cited factors such as the Back to the Bricks plan, dealer-focused initiatives, and updated views on U.S. unit trends and tariff impacts.
    TSLA
    US$374.01
    Tesla
    7D
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    1Y
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    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
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    Rivian Automotive
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    1Y
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    NIO
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    NIO
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    1Y
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    F
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    7D
    1.7%
    1Y
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    NIU
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    18.1%
    1Y
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    7D
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    1Y
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    LOT
    US$0.89
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    7D
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    1Y
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    THO
    US$77.60
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    7D
    3.5%
    1Y
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