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U.S. Auto Industry Analysis

UpdatedAug 25, 2026
DataAggregated Company Financials
Companies47
  • 7D3.3%
  • 3M-18.9%
  • 1Y-0.6%
  • YTD-18.9%

Over the last 7 days, the Auto industry has risen 6.6%, driven by gains from Tesla of 6.9%. In the same time, Lucid Group was down 11%. This means that the industry has gained 4.6% over the past year. 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
Tue, 25 Aug 2026US$1.6tUS$544.9b-US$11,679,935,064.5515.8x-135.7x2.9x
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
Price to Earnings Ratio

84.6x


Total Market Cap: US$1.1tTotal Earnings: US$13.0bTotal Revenue: US$486.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 83.7x202420252026
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 3.0x.
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 3.9% 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-1.55%
Consumer Discretionary0.88%
Auto3.27%
Motorcycle Manufacturers4.36%
Automobile Manufacturers3.27%
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 8.7% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 20% 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$348.953.6%
    +US$47.7b    		-0.8%PE362.1x
    		RIVN Rivian AutomotiveUS$16.6011.6%
    +US$2.5b    		26.6%PS4.1x
    		GM General MotorsUS$86.983.1%
    +US$2.3b    		49.2%PE41.1x
    		HOG Harley-DavidsonUS$28.294.7%
    +US$131.1m    		-1.9%PE14.5x
    		THO THOR IndustriesUS$79.422.3%
    +US$92.7m    		-28.3%PE15.8x

    Latest News

    XPEV
    US$11.15
    XPeng
    7D
    -8.6%
    1Y
    -51.7%
    GM
    US$86.98
    General Motors
    7D
    3.1%
    1Y
    49.2%
    LI
    US$12.48
    Li Auto
    7D
    0.6%
    1Y
    -48.0%
    NIU
    US$1.94
    Niu Technologies
    7D
    -5.4%
    1Y
    -57.2%
    Seeking Alpha • Aug 23

    Niu Technologies: A Disappointing Report Comes With A Silver Lining

    Summary The Q2 FY2026 report was a disappointment overall because while it puts NIU on track to end FY2026 with new records, earnings also got worse. The decrease in earnings are the result of several factors and there is reason to think this decrease is not something permanent. There is a silver lining to be found because NIU is still in position to improve over time, which combines well with its relatively low valuations. The bottom line can improve as long as the top line improves, which is why I am bullish on NIU with a buy rating. Read the full article on Seeking Alpha
    TSLA
    US$348.95
    Tesla
    7D
    3.6%
    1Y
    -0.8%
    AIIO
    US$2.65
    Robo.ai
    7D
    -8.0%
    1Y
    -90.5%
    VFS
    US$3.09
    VinFast Auto
    7D
    -1.0%
    1Y
    -11.7%
    LVWR
    US$1.27
    LiveWire Group
    7D
    10.4%
    1Y
    -65.5%
    NIO
    US$4.36
    NIO
    7D
    -5.2%
    1Y
    -28.4%
    THO
    US$79.42
    THOR Industries
    7D
    2.3%
    1Y
    -28.3%
    Seeking Alpha • Aug 20

    Thor Industries: Limited Upside, Negative Operating Leverage (Rating Downgrade)

    Summary Thor Industries is rated 'Hold' now with a $60/share price target, reflecting limited upside amid stalled US RV recovery and negative operating leverage. Current US RV market trends show demand and shipments well below COVID-19 peaks, with 2026 recovery forecasts proving overly optimistic and industry deliveries cut to under 315k units. THO's financial profile is challenged by declining EPS, a BB credit rating, and sub-2.6% yield, while European operations provide stability but insufficient offset to US weakness. Valuation is unattractive above $80–$90/share; meaningful upside requires margin normalization and US towables recovery, neither of which are visible in near-term forecasts. Read the full article on Seeking Alpha
    RIVN
    US$16.60
    Rivian Automotive
    7D
    11.6%
    1Y
    26.6%
    LCID
    US$5.09
    Lucid Group
    7D
    -18.2%
    1Y
    -75.5%
    Narrative Update • Aug 19

    LCID: Saudi Backing And Operational Reset Will Drive Long Term Upside

    Analysts have trimmed their fair value estimate for Lucid Group from about $15.95 to $14.80, reflecting lower Street price targets in the $5 to $11 range, along with expectations for equity and debt issuance and a shift to a lower future P/E multiple. Analyst Commentary Recent Street research on Lucid Group highlights a mix of caution on funding needs and ratings, alongside pockets of confidence in the company’s liquidity position and execution plans.
    F
    US$13.93
    Ford Motor
    7D
    -0.9%
    1Y
    17.9%
    LOT
    US$1.14
    Lotus Technology
    7D
    4.6%
    1Y
    -46.2%
    New Narrative • Aug 19

    When History and Modern Collide, The Possibilities Expand for Lotus Technology Inc. (LOT)

    Focus 2030: Reuniting the Lotus Brands Lotus Technology’s “Focus 2030” brand-map is about reconciling its storied heritage with modern innovation. By reuniting the Lotus brands (Lotus Technology and Lotus U.K.) under a single trajectory, the company seeks to blend its performance DNA with digital‑first ecosystems.
    HOG
    US$28.29
    Harley-Davidson
    7D
    4.7%
    1Y
    -1.9%
    PSNY
    US$12.88
    Polestar Automotive Holding UK
    7D
    -7.5%
    1Y
    -60.2%