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U.S. Auto Industry Analysis

UpdatedMay 31, 2026
DataAggregated Company Financials
Companies49
  • 7D3.0%
  • 3M8.2%
  • 1Y25.5%
  • YTD-0.2%

Over the last 7 days, the Auto industry has risen 3.0%, driven by gains from Tesla of 2.3%. In the same time, Li Auto was down 5.5%. This means that the industry has gained 25% over the past year. Looking forward, 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
Sun, 31 May 2026US$1.9tUS$539.6b-US$9,802,309,955.5115.6x-189.6x3.4x
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
Price to Earnings Ratio

83.5x


Total Market Cap: US$956.9bTotal Earnings: US$11.5bTotal Revenue: US$461.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 103.2x202420252026
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 3.4x.
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 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 Market1.58%
Consumer Discretionary1.58%
Auto3.04%
Automobile Manufacturers3.04%
Motorcycle Manufacturers0.97%
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$435.792.3%
    +US$36.7b    		25.8%PE423.8x
    		F Ford MotorUS$17.4416.8%
    +US$10.0b    		68.0%PS0.4x
    		GM General MotorsUS$83.245.6%
    +US$4.0b    		67.8%PE30.8x
    		RIVN Rivian AutomotiveUS$16.3014.6%
    +US$2.7b    		12.2%PS3.8x
    		NIO NIOUS$5.607.7%
    +US$1.0b    		58.2%PS0.9x

    Latest News

    GM
    US$83.24
    General Motors
    7D
    5.6%
    1Y
    67.8%
    Seeking Alpha • May 30

    General Motors: The Most Attractive Risk-Reward In Large-Cap Autos

    Summary General Motors (GM) offers a compelling value proposition, trading at 6x forward earnings with robust free cash flow and an aggressive buyback program. My base case fair value for GM is $90–$100, reflecting 15–20% upside, driven by North American truck strength, strategic EV retreat, and capital returns. GM’s pivot to profitability-first in EVs, $23B in buybacks, and resilient truck/SUV margins underpin EPS growth and downside protection. Tariff risks, high leverage, and cyclical auto sector dynamics make GM a value—not growth—play, with risk/reward favoring patient, conviction-driven investors. Read the full article on Seeking Alpha
    NIU
    US$2.35
    Niu Technologies
    7D
    -2.1%
    1Y
    -34.4%
    Narrative Update • May 30

    NIU: Refined Profit Margin Outlook Will Support Future Share Price Strength

    Niu Technologies’ revised analyst price target has edged down by $0.20 to $3.50, as analysts factor in updated post Q4 assumptions for fair value, revenue growth, profit margins and future P/E. Analyst Commentary Analysts have adjusted their fair value assumptions after the Q4 report, resulting in a new price target of US$3.50 and a Neutral stance on the stock.
    VFS
    US$3.49
    VinFast Auto
    7D
    -2.2%
    1Y
    7.4%
    LI
    US$15.01
    Li Auto
    7D
    -5.5%
    1Y
    -47.0%
    XPEV
    US$16.45
    XPeng
    7D
    5.5%
    1Y
    -14.8%
    Seeking Alpha • May 29

    XPeng's Robotaxi Dream Doesn't Save It From EV Market Collapse

    Summary Xpeng (XPEV) faces declining deliveries and revenues, with Q1 2026 vehicle deliveries down 33.3% year-over-year and revenues falling 17.6%. Despite margin improvements to 20.6%, XPEV swung to a net loss of RMB 1.78 billion, driven by higher R&D and lower volumes. Management projects a Q2 rebound with 100,000–106,000 vehicle deliveries and RMB 19.6–20.8 billion in revenue, banking on new model launches. Valuation remains discounted versus peers, but intense competition, geopolitical risks, and lack of near-term catalysts keep me on the sidelines. Read the full article on Seeking Alpha
    RIVN
    US$16.30
    Rivian Automotive
    7D
    14.6%
    1Y
    12.2%
    LCID
    US$6.55
    Lucid Group
    7D
    12.2%
    1Y
    -70.6%
    Narrative Update • May 28

    LCID: Pulled 2026 Outlook And Execution Risks Will Extend Profitability Timeline

    Lucid Group's updated analyst price targets have shifted lower, with several firms trimming their views by between $2 and $9 after a Q1 miss and the withdrawal of 2026 guidance. At the same time, analysts point to medium term production plans in Saudi Arabia and expectations for lower capital spending into 2027.
    NIO
    US$5.60
    NIO
    7D
    7.7%
    1Y
    58.2%
    Seeking Alpha • May 28

    NIO Finally Looks Like A Real Turnaround Buy

    Summary NIO Inc. (NIO) is rated Buy, supported by strong delivery growth, improving profitability, and robust cash reserves. Q1 2026 saw vehicle gross margins rise to 18.8%, positive non-GAAP net income, and SG&A reduced by over 20% YoY. The ES9 flagship EV launch at aggressive pricing is driving strong pre-orders and positions NIO to capture greater Chinese EV market share. With nearly half its market cap in cash and forward EPS projected to grow ~200% YoY, NIO offers >50% upside potential despite competitive risks. Read the full article on Seeking Alpha
    F
    US$17.44
    Ford Motor
    7D
    16.8%
    1Y
    68.0%
    AIIO
    US$2.37
    Robo.ai
    7D
    -8.1%
    1Y
    -92.3%
    LOT
    US$1.28
    Lotus Technology
    7D
    -5.2%
    1Y
    -40.2%
    TSLA
    US$435.79
    Tesla
    7D
    2.3%
    1Y
    25.8%
    THO
    US$79.08
    THOR Industries
    7D
    2.7%
    1Y
    -2.6%
    SEV
    US$2.30
    Aptera Motors
    7D
    -7.6%
    1Y
    n/a
    EMPD
    US$4.50
    Empery Digital
    7D
    -9.5%
    1Y
    -0.8%
    FABC
    US$5.35
    Fabric.AI
    7D
    -12.2%
    1Y
    -14.5%