Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Auto Industry Analysis

UpdatedApr 11, 2026
DataAggregated Company Financials
Companies48
  • 7D-2.4%
  • 3M-20.0%
  • 1Y36.9%
  • YTD-18.7%

Over the last 7 days, the Auto industry has dropped 2.4%, driven by a pullback from Tesla of 3.2%. Meanwhile, General Motors actually outperformed within the industry, gaining 5.3% in the last week. In the past year, the industry has gained 37%. Looking forward, earnings are forecast to grow by 35% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 11 Apr 2026US$1.5tUS$550.5b-US$11,300,787,387.8522.4x-134.4x2.8x
Mon, 09 Mar 2026US$1.7tUS$531.5b-US$11,318,157,820.8223.7x-153x3.3x
Wed, 04 Feb 2026US$1.8tUS$533.9bUS$2.3b24.4x784.5x3.4x
Fri, 02 Jan 2026US$1.7tUS$536.8bUS$5.2b19.2x329.3x3.2x
Sun, 30 Nov 2025US$1.6tUS$536.0bUS$5.1b21.6x319.7x3.1x
Tue, 28 Oct 2025US$1.7tUS$535.0bUS$4.8b19.2x361x3.2x
Thu, 25 Sep 2025US$1.6tUS$527.8bUS$5.7b18.7x283.2x3.1x
Sat, 23 Aug 2025US$1.2tUS$527.6bUS$5.7b18.2x213.3x2.3x
Mon, 21 Jul 2025US$1.3tUS$527.7bUS$8.6b15.1x146.1x2.4x
Wed, 18 Jun 2025US$1.2tUS$527.7bUS$8.6b8.3x138.9x2.3x
Fri, 16 May 2025US$1.3tUS$525.9bUS$8.5b15x153.4x2.5x
Sun, 13 Apr 2025US$971.6bUS$528.8bUS$9.4b18.2x103.2x1.8x
Tue, 11 Mar 2025US$1.1tUS$535.1bUS$11.5b17.7x95.9x2.1x
Thu, 06 Feb 2025US$1.5tUS$532.2bUS$8.3b17.2x181.8x2.8x
Sat, 04 Jan 2025US$1.5tUS$526.9bUS$17.2b17.8x85.3x2.8x
Mon, 02 Dec 2024US$1.4tUS$527.9bUS$17.2b20.6x79.7x2.6x
Wed, 30 Oct 2024US$1.1tUS$527.9bUS$16.9b19.9x66.1x2.1x
Fri, 27 Sep 2024US$1.1tUS$519.9bUS$17.0b16.4x63.5x2.1x
Sun, 25 Aug 2024US$966.8bUS$517.9bUS$17.0b14.7x56.7x1.9x
Tue, 23 Jul 2024US$1.0tUS$509.5bUS$17.4b19.1x59x2x
Thu, 20 Jun 2024US$832.1bUS$509.6bUS$17.4b14.3x47.8x1.6x
Sat, 18 May 2024US$812.8bUS$508.7bUS$17.3b15.9x47x1.6x
Mon, 15 Apr 2024US$795.5bUS$505.5bUS$18.3b18.3x43.4x1.6x
Wed, 13 Mar 2024US$829.0bUS$504.9bUS$18.1b15.6x45.8x1.6x
Fri, 09 Feb 2024US$851.6bUS$500.7bUS$16.3b16.6x52.3x1.7x
Sun, 07 Jan 2024US$1.0tUS$498.4bUS$13.7b15.6x74.2x2x
Tue, 05 Dec 2023US$1.0tUS$498.4bUS$13.9b12.3x73.2x2x
Thu, 02 Nov 2023US$872.8bUS$492.8bUS$13.1b10.5x66.9x1.8x
Sat, 30 Sep 2023US$1.1tUS$484.8bUS$12.8b12.8x82.1x2.2x
Mon, 28 Aug 2023US$1.0tUS$486.3bUS$13.5b10.5x76.5x2.1x
Wed, 26 Jul 2023US$1.1tUS$478.6bUS$11.3b10.5x100.5x2.4x
Fri, 23 Jun 2023US$1.1tUS$461.5bUS$11.0b8.9x98.9x2.4x
Sun, 21 May 2023US$809.5bUS$464.5bUS$11.4b5.7x70.8x1.7x
Tue, 18 Apr 2023US$840.1bUS$446.8bUS$7.1b6.5x118.7x1.9x
Price to Earnings Ratio

118.7x


Total Market Cap: US$840.1bTotal Earnings: US$7.1bTotal Revenue: US$446.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 114.9x202420252026
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 Market3.31%
Consumer Discretionary5.06%
Auto-2.38%
Motorcycle Manufacturers7.83%
Automobile Manufacturers-2.40%
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 growth to stay flat 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$76.425.3%
    +US$3.5b    		75.2%PE21.7x
    		F Ford MotorUS$12.134.6%
    +US$2.1b    		30.0%PS0.3x
    		LI Li AutoUS$19.214.0%
    +US$753.8m    		-17.3%PE118.8x
    		NIO NIOUS$6.503.2%
    +US$505.7m    		84.7%PS1.3x
    		LOT Lotus TechnologyUS$1.4931.9%
    +US$244.4m    		26.3%PS1.6x

    Latest News

    HOG
    US$22.79
    Harley-Davidson
    7D
    9.3%
    1Y
    1.1%
    GM
    US$76.42
    General Motors
    7D
    5.3%
    1Y
    75.2%

    General Motors: Free Cash Flow Hums Along, Raising My Target Again

    Apr 09
    WGO
    US$33.04
    Winnebago Industries
    7D
    8.8%
    1Y
    6.2%
    LOT
    US$1.49
    Lotus Technology
    7D
    31.9%
    1Y
    26.3%

    Hybrid Expansion And One Lotus Integration May Struggle Before Ultimately Supporting Long-Term Progress

    Catalysts About Lotus Technology Lotus Technology develops and sells premium performance vehicles, including battery electric and hybrid models, with a focus on luxury sports and lifestyle segments. What are the underlying business or industry changes driving this perspective?
    LI
    US$19.21
    Li Auto
    7D
    4.0%
    1Y
    -17.3%

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

    Apr 08
    VFS
    US$4.19
    VinFast Auto
    7D
    -7.7%
    1Y
    44.0%

    VFS: Future Premium EV Lineup And Margins Will Support Upside

    Analysts have trimmed their price target on VinFast Auto slightly, with fair value moving from $6.38 to $6.30 as they factor in a higher future P/E of about 118x and a modest adjustment to projected profit margins. What's in the News VinFast highlighted the VF 9 as a fully electric, three row SUV with all wheel drive, up to 402 horsepower and a rated range of up to 518 kilometres per full charge.
    SEV
    US$2.71
    Aptera Motors
    7D
    -3.6%
    1Y
    n/a

    Aptera Motors: Just Keep Selling

    Apr 07
    TSLA
    US$348.95
    Tesla
    7D
    -3.2%
    1Y
    38.3%

    Tesla: Three Scenarios, Zero Upside

    Apr 07
    NIO
    US$6.50
    NIO
    7D
    3.2%
    1Y
    84.7%

    NIO: Favorable Catalyst Landscape

    Apr 06
    XPEV
    US$17.42
    XPeng
    7D
    -1.6%
    1Y
    -12.9%

    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.
    F
    US$12.13
    Ford Motor
    7D
    4.6%
    1Y
    30.0%

    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$8.58
    Lucid Group
    7D
    -13.9%
    1Y
    -65.7%
    WKHS
    US$2.44
    Workhorse Group
    7D
    -7.9%
    1Y
    n/a
    CENN
    US$0.077
    Cenntro
    7D
    -34.6%
    1Y
    -90.0%
    THO
    US$79.23
    THOR Industries
    7D
    2.4%
    1Y
    14.9%
    AIIO
    US$0.78
    Robo.ai
    7D
    -44.2%
    1Y
    -90.0%