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U.S. Auto Industry Analysis

UpdatedApr 27, 2026
DataAggregated Company Financials
Companies46
  • 7D-5.9%
  • 3M-12.4%
  • 1Y30.1%
  • YTD-13.2%

Over the last 7 days, the Auto industry has dropped 5.9%, driven by Tesla declining 4.1%. Meanwhile, LiveWire Group actually outperformed within the industry, gaining 6.3% in the last week. Over the past 12 months, the industry was up 30%. Looking forward, 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
Mon, 27 Apr 2026US$1.6tUS$535.8b-US$11,046,868,261.3222.3x-146.3x3x
Wed, 25 Mar 2026US$1.6tUS$532.4b-US$10,533,466,234.7224.5x-155.1x3.1x
Fri, 20 Feb 2026US$1.8tUS$531.1b-US$10,793,215,277.5925.3x-162.7x3.3x
Sun, 18 Jan 2026US$1.7tUS$536.9bUS$5.1b21.5x327.6x3.1x
Tue, 16 Dec 2025US$1.7tUS$536.4bUS$5.1b19x338.8x3.3x
Thu, 13 Nov 2025US$1.7tUS$536.0bUS$4.9b17.8x345.9x3.1x
Sat, 11 Oct 2025US$1.6tUS$527.8bUS$5.8b17.3x285.9x3.1x
Mon, 08 Sep 2025US$1.3tUS$527.8bUS$5.7b18.1x231.7x2.5x
Wed, 06 Aug 2025US$1.2tUS$525.9bUS$5.3b18.2x221.7x2.2x
Fri, 04 Jul 2025US$1.2tUS$527.7bUS$8.6b15.7x139.8x2.3x
Sun, 01 Jun 2025US$1.3tUS$527.2bUS$8.6b8.3x150.4x2.5x
Tue, 29 Apr 2025US$1.1tUS$526.8bUS$8.4b19.2x129.4x2.1x
Thu, 27 Mar 2025US$1.1tUS$529.0bUS$9.3b15.3x118.3x2.1x
Sat, 22 Feb 2025US$1.3tUS$535.1bUS$11.5b17.1x117.6x2.5x
Mon, 20 Jan 2025US$1.6tUS$526.8bUS$17.2b16.2x94.6x3.1x
Wed, 18 Dec 2024US$1.7tUS$527.3bUS$17.1b20.9x101.7x3.3x
Fri, 15 Nov 2024US$1.3tUS$527.7bUS$16.9b15.8x78.2x2.5x
Sun, 13 Oct 2024US$961.5bUS$519.5bUS$17.0b18.7x56.7x1.9x
Tue, 10 Sep 2024US$946.3bUS$519.5bUS$17.0b14x55.7x1.8x
Thu, 08 Aug 2024US$843.2bUS$517.2bUS$16.4b12.8x51.5x1.6x
Sat, 06 Jul 2024US$1.1tUS$509.5bUS$17.4b17.5x60.9x2.1x
Mon, 03 Jun 2024US$815.1bUS$509.9bUS$17.5b14.7x46.6x1.6x
Wed, 01 May 2024US$834.9bUS$507.8bUS$17.1b16.1x48.7x1.6x
Fri, 29 Mar 2024US$839.0bUS$505.5bUS$18.2b18.7x46.1x1.7x
Sun, 25 Feb 2024US$870.5bUS$501.5bUS$16.7b17x52.1x1.7x
Tue, 23 Jan 2024US$905.4bUS$498.2bUS$13.8b16.1x65.4x1.8x
Thu, 21 Dec 2023US$1.1tUS$498.4bUS$13.7b16.5x79.8x2.2x
Sat, 18 Nov 2023US$995.1bUS$498.1bUS$13.9b11.8x71.8x2x
Mon, 16 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x82.4x2.2x
Wed, 13 Sep 2023US$1.1tUS$486.0bUS$13.0b10.7x88x2.4x
Fri, 11 Aug 2023US$1.1tUS$486.9bUS$14.1b11x75.7x2.2x
Sun, 09 Jul 2023US$1.2tUS$461.4bUS$11.0b9.6x106.3x2.5x
Tue, 06 Jun 2023US$926.4bUS$463.7bUS$11.7b5.7x79.3x2x
Thu, 04 May 2023US$738.2bUS$462.7bUS$11.7b6.2x63.4x1.6x
Price to Earnings Ratio

63.4x


Total Market Cap: US$738.2bTotal Earnings: US$11.7bTotal Revenue: US$462.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 111.1x202420252026
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 2.3x 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 Market0.33%
Consumer Discretionary-0.89%
Auto-5.88%
Motorcycle Manufacturers-0.77%
Automobile Manufacturers-5.89%
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 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
    		LVWR LiveWire GroupUS$2.046.3%
    +US$24.6m    		7.4%PS16.3x
    		VFS VinFast AutoUS$4.360.2%
    +US$23.4m    		30.5%PS3x
    		FFAI Faraday Future Intelligent ElectricUS$0.3729.4%
    +US$21.0m    		-71.7%PS172.2x
    		NIU Niu TechnologiesUS$3.153.3%
    +US$7.8m    		-11.0%PS0.4x
    		LOBO Lobo TechnologiesUS$0.6614.8%
    +US$1.4m    		1.9%PS0.5x

    Latest News

    GM
    US$78.05
    General Motors
    7D
    -3.1%
    1Y
    65.2%

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

    Apr 27
    TSLA
    US$376.30
    Tesla
    7D
    -4.1%
    1Y
    31.6%

    Tesla: AI And Robotics Shift Is The Real Story

    Apr 27
    XPEV
    US$16.66
    XPeng
    7D
    -6.4%
    1Y
    -16.4%
    LCID
    US$6.25
    Lucid Group
    7D
    -7.4%
    1Y
    -75.3%
    F
    US$12.38
    Ford Motor
    7D
    -3.8%
    1Y
    23.6%

    Ford: Prepare For A Challenging Year Ahead (Rating Downgrade)

    Apr 23
    LVWR
    US$2.04
    LiveWire Group
    7D
    6.3%
    1Y
    7.4%
    LOBO
    US$0.66
    Lobo Technologies
    7D
    14.8%
    1Y
    1.9%
    RIVN
    US$16.52
    Rivian Automotive
    7D
    -2.4%
    1Y
    25.2%

    Rivian: R2 Is Launching At Just The Right Time

    Apr 22
    VFS
    US$4.36
    VinFast Auto
    7D
    0.2%
    1Y
    30.5%
    LI
    US$18.13
    Li Auto
    7D
    -3.1%
    1Y
    -25.4%
    FFAI
    US$0.37
    Faraday Future Intelligent Electric
    7D
    29.4%
    1Y
    -71.7%
    NIU
    US$3.15
    Niu Technologies
    7D
    3.3%
    1Y
    -11.0%
    DCX
    US$2.23
    Digital Currency X Technology
    7D
    16.8%
    1Y
    -99.9%
    NIO
    US$6.21
    NIO
    7D
    -6.8%
    1Y
    44.1%

    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$1.38
    EZGO Technologies
    7D
    3.4%
    1Y
    -83.2%
    CENN
    US$4.22
    Cenntro
    7D
    6.8%
    1Y
    -91.6%