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U.S. Auto Industry Analysis

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies48
  • 7D-6.0%
  • 3M-18.6%
  • 1Y52.9%
  • YTD-19.6%

Last week, the Auto industry hasn't moved much but Li Auto is up 3.3% in that time. As for the the longer term, the industry is up 48% over the past 12 months. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 Apr 2026US$1.5tUS$550.2b-US$11,289,260,245.9121.4x-135.4x2.8x
Fri, 06 Mar 2026US$1.7tUS$531.6b-US$11,322,365,004.5923.6x-151.9x3.2x
Sun, 01 Feb 2026US$1.8tUS$533.8bUS$2.3b23.9x797.7x3.4x
Tue, 30 Dec 2025US$1.8tUS$536.7bUS$5.2b19.6x336.4x3.3x
Thu, 27 Nov 2025US$1.6tUS$536.0bUS$5.1b21.7x312.1x3x
Sat, 25 Oct 2025US$1.7tUS$535.0bUS$4.8b19.5x356.6x3.2x
Mon, 22 Sep 2025US$1.6tUS$527.9bUS$5.7b18.8x283.8x3.1x
Wed, 20 Aug 2025US$1.3tUS$527.5bUS$5.8b18x220.4x2.4x
Fri, 18 Jul 2025US$1.2tUS$527.7bUS$8.6b15.1x142.3x2.3x
Sun, 15 Jun 2025US$1.2tUS$527.7bUS$8.6b8.3x141.9x2.3x
Tue, 13 May 2025US$1.2tUS$525.9bUS$8.4b14.9x142.3x2.3x
Thu, 10 Apr 2025US$1.0tUS$528.7bUS$9.4b19x108.6x1.9x
Sat, 08 Mar 2025US$1.1tUS$535.3bUS$11.5b18.2x95.6x2.1x
Mon, 03 Feb 2025US$1.5tUS$532.5bUS$8.4b17.4x185x2.9x
Wed, 01 Jan 2025US$1.6tUS$527.0bUS$17.2b17.2x92.8x3x
Fri, 29 Nov 2024US$1.3tUS$527.9bUS$17.2b20.1x77.3x2.5x
Sun, 27 Oct 2024US$1.1tUS$525.6bUS$17.2b20.1x65.8x2.2x
Tue, 24 Sep 2024US$1.0tUS$519.9bUS$17.0b12.6x60.1x2x
Thu, 22 Aug 2024US$956.0bUS$517.9bUS$16.8b15.5x57.1x1.8x
Sat, 20 Jul 2024US$1.1tUS$509.5bUS$17.4b19.1x61.2x2.1x
Mon, 17 Jun 2024US$807.9bUS$509.6bUS$17.4b13.9x46.5x1.6x
Wed, 15 May 2024US$802.8bUS$508.6bUS$17.2b16.8x46.8x1.6x
Fri, 12 Apr 2024US$808.3bUS$505.6bUS$18.4b18.9x44x1.6x
Sun, 10 Mar 2024US$821.9bUS$504.9bUS$18.1b15.9x45.4x1.6x
Tue, 06 Feb 2024US$819.5bUS$498.9bUS$18.1b15.8x45.2x1.6x
Thu, 04 Jan 2024US$1.0tUS$498.4bUS$13.8b15.6x74.3x2.1x
Sat, 02 Dec 2023US$1.0tUS$498.3bUS$13.9b12.1x73.3x2x
Mon, 30 Oct 2023US$892.8bUS$492.8bUS$13.1b10x68.4x1.8x
Wed, 27 Sep 2023US$1.0tUS$484.8bUS$12.8b12.6x81x2.1x
Fri, 25 Aug 2023US$1.0tUS$486.3bUS$13.5b10.4x74.2x2.1x
Sun, 23 Jul 2023US$1.1tUS$469.5bUS$11.4b10.4x97.9x2.4x
Tue, 20 Jun 2023US$1.1tUS$462.2bUS$11.1b9x99.4x2.4x
Thu, 18 May 2023US$788.2bUS$464.6bUS$11.4b5.8x68.9x1.7x
Sat, 15 Apr 2023US$827.8bUS$446.9bUS$7.1b6.5x117.2x1.9x
Price to Earnings Ratio

117.2x


Total Market Cap: US$827.8bTotal Earnings: US$7.1bTotal Revenue: US$446.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 115.6x202420252026
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 2.8x.
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 7.2% 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 Market1.21%
Consumer Discretionary-1.19%
Auto-5.99%
Motorcycle Manufacturers3.03%
Automobile Manufacturers-6.01%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 35% over the next 5 years.
    • This is better than its past earnings decline of 51% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 2.8% 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
    		LI Li AutoUS$18.423.3%
    +US$600.3m    		-6.9%PE114.4x
    		VFS VinFast AutoUS$4.044.9%
    +US$444.5m    		50.7%PS2.7x
    		NIO NIOUS$6.141.8%
    +US$278.1m    		95.5%PS1.2x
    		PSNY Polestar Automotive Holding UKUS$20.3210.3%
    +US$215.1m    		-22.6%PS0.9x
    		XPEV XPengUS$17.220.6%
    +US$110.3m    		4.9%PS1.5x

    Latest News

    LI
    US$18.42
    Li Auto
    7D
    3.3%
    1Y
    -6.9%

    Li Auto: Should We Be Skeptical Amid Broader Sector Recovery?

    Apr 08
    SEV
    US$2.78
    Aptera Motors
    7D
    4.9%
    1Y
    n/a

    Aptera Motors: Just Keep Selling

    Apr 07
    TSLA
    US$346.65
    Tesla
    7D
    -6.8%
    1Y
    56.2%

    Tesla: Three Scenarios, Zero Upside

    Apr 07
    NIO
    US$6.14
    NIO
    7D
    1.8%
    1Y
    95.5%

    NIO: Favorable Catalyst Landscape

    Apr 06
    GM
    US$72.76
    General Motors
    7D
    -2.3%
    1Y
    71.3%

    General Motors (GM): The "Profitable Pivot" of an American Icon

    General Motors (GM) , the top-selling automaker in the United States, is currently navigating a high-stakes transition from traditional manufacturing to a software-defined future, closing the April 2, 2026, session at $84.90 USD on the NYSE. As of today, April 6, 2026, the company is reaping the rewards of its "capital discipline" strategy, which involved scaling back underperforming EV targets in late 2025 to prioritize high-margin internal combustion engine (ICE) trucks and SUVs. The central narrative for 2026 is "The Yield-Centric Turnaround" : by retiring nearly 35% of its share count since late 2023 and focusing on free cash flow, GM has transformed itself into a total-return powerhouse for shareholders.
    XPEV
    US$17.22
    XPeng
    7D
    0.6%
    1Y
    4.9%

    XPEV: 2026 Volume Ambitions Will Face Mounting Execution Doubts

    XPeng’s updated fair value estimate has moved from about $17.05 to $16.03 as analysts reflect a lower blended price target following several recent target cuts and downgrades, partly offset by a smaller number of upward revisions tied to product and technology updates. Analyst Commentary Recent Street research on XPeng reflects a split view, with several bearish analysts trimming price targets or issuing downgrades, while a smaller group highlights upside tied to product and technology developments.
    PSNY
    US$20.32
    Polestar Automotive Holding UK
    7D
    10.3%
    1Y
    -22.6%

    PSNY: Revised Deliveries And Capital Raises Will Support Long Term Upside

    Analysts have trimmed their 12 month price target for Polestar Automotive Holding UK to $30.00, citing lower delivery expectations, additional capital needs, recent share price strength, an unclear autonomy strategy, and revised volume guidance that feeds into reduced revenue estimates and a higher assumed future P/E multiple. Analyst Commentary Recent research has highlighted a more cautious stance on Polestar Automotive Holding UK, with some analysts pointing to softer volume expectations, additional capital requirements, and uncertainty around the autonomy roadmap.
    F
    US$11.52
    Ford Motor
    7D
    -0.2%
    1Y
    32.6%

    F: 2026 EV Reset And Partnerships Will Drive Margin-Focused Upside Prospects

    Ford's updated analyst price target edges up to $14.09, with analysts pointing to slightly firmer revenue expectations, improved margin assumptions, and a lower future P/E framework as they weigh recent research that includes both higher and lower price targets across the Street. Analyst Commentary Recent research on Ford shows a mix of optimism and caution, with target price changes reflecting different views on how well the company can execute on its current plans and manage its electric vehicle transition while protecting profitability in its core truck and SUV lineup.
    LCID
    US$8.83
    Lucid Group
    7D
    -7.3%
    1Y
    -61.9%
    RIVN
    US$14.69
    Rivian Automotive
    7D
    -2.4%
    1Y
    36.0%

    RIVN: Autonomy Hopes Will Struggle Against Persistent Cash Burn And Losses

    Rivian Automotive's analyst price target has shifted slightly lower to $9.06 from $10.00, as analysts factor in higher projected losses, a more cautious profit margin, and a higher future P/E assumption, partially offset by stronger expected revenue growth and modestly positive readthroughs from recent research on the Uber partnership and upcoming R2 launch. Analyst Commentary Recent research on Rivian shows a split tape of opinions, with some firms leaning more constructive on long term potential and others sharpening their focus on execution risks, cash burn, and valuation.
    LOT
    US$1.20
    Lotus Technology
    7D
    4.3%
    1Y
    2.6%
    THO
    US$76.25
    THOR Industries
    7D
    -4.6%
    1Y
    17.6%
    VFS
    US$4.04
    VinFast Auto
    7D
    4.9%
    1Y
    50.7%
    HOG
    US$21.18
    Harley-Davidson
    7D
    4.7%
    1Y
    1.7%

    HOG: Product Refresh And Buybacks Will Offset Ongoing Demand And Dealer Pressures

    Harley-Davidson's analyst price targets have been reset lower, with reductions from firms including UBS, Morgan Stanley, Baird, DA Davidson, and Citi. Wells Fargo also initiated coverage with an Underweight rating and a $15 target, as analysts highlight ongoing demand softness, dealer pressures, and uncertainty around the direction of the business.
    LVWR
    US$1.59
    LiveWire Group
    7D
    -4.2%
    1Y
    -20.9%
    AIIO
    US$0.85
    Robo.ai
    7D
    -60.0%
    1Y
    -88.3%