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U.S. Auto Industry Analysis

UpdatedMar 28, 2026
DataAggregated Company Financials
Companies46
  • 7D-1.5%
  • 3M-22.8%
  • 1Y33.9%
  • YTD-16.7%

Over the last 7 days, the Auto industry has dropped 1.5%, driven by Tesla declining 1.7%. Meanwhile, VinFast Auto actually outperformed within the industry, gaining 19% in the last week. Over the past 12 months, the industry was up 34%. 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
Sat, 28 Mar 2026US$1.6tUS$549.8b-US$10,711,555,627.8821.1x-149.4x2.9x
Mon, 23 Feb 2026US$1.8tUS$531.1b-US$10,793,435,926.8125.3x-162.7x3.3x
Wed, 21 Jan 2026US$1.7tUS$537.0bUS$5.2b21.1x321.8x3.1x
Fri, 19 Dec 2025US$1.8tUS$536.4bUS$5.2b19.5x338.9x3.3x
Sun, 16 Nov 2025US$1.6tUS$536.1bUS$5.2b17.5x298.7x2.9x
Tue, 14 Oct 2025US$1.6tUS$527.8bUS$5.8b17.6x285.3x3.1x
Thu, 11 Sep 2025US$1.3tUS$527.9bUS$5.7b18.2x230.1x2.5x
Sat, 09 Aug 2025US$1.2tUS$526.1bUS$6.5b18.3x190.5x2.4x
Mon, 07 Jul 2025US$1.2tUS$527.8bUS$8.6b15.7x139.9x2.3x
Wed, 04 Jun 2025US$1.3tUS$527.6bUS$8.4b8.4x152.4x2.4x
Fri, 02 May 2025US$1.1tUS$528.0bUS$8.5b13.1x126.4x2x
Sun, 30 Mar 2025US$1.0tUS$528.9bUS$9.4b20.3x108.3x1.9x
Tue, 25 Feb 2025US$1.3tUS$535.1bUS$11.5b17.3x117.6x2.5x
Thu, 23 Jan 2025US$1.6tUS$527.1bUS$17.3b16.7x93.6x3.1x
Sat, 21 Dec 2024US$1.6tUS$527.0bUS$17.1b16.9x96.5x3.1x
Mon, 18 Nov 2024US$1.3tUS$527.7bUS$16.9b16.1x76x2.4x
Wed, 16 Oct 2024US$962.6bUS$519.2bUS$17.0b17.5x56.7x1.9x
Fri, 13 Sep 2024US$982.7bUS$519.5bUS$17.0b13.2x57.8x1.9x
Sun, 11 Aug 2024US$874.6bUS$517.1bUS$16.4b13.3x53.5x1.7x
Tue, 09 Jul 2024US$1.1tUS$509.5bUS$17.4b17.2x60.8x2.1x
Thu, 06 Jun 2024US$804.2bUS$509.9bUS$17.5b15.2x46x1.6x
Sat, 04 May 2024US$838.6bUS$507.8bUS$17.1b17.3x48.9x1.7x
Mon, 01 Apr 2024US$826.7bUS$505.6bUS$18.2b18.7x45.3x1.6x
Wed, 28 Feb 2024US$912.3bUS$504.8bUS$17.5b17.3x52.2x1.8x
Fri, 26 Jan 2024US$900.1bUS$499.2bUS$18.0b15.8x50x1.8x
Sun, 24 Dec 2023US$1.1tUS$498.5bUS$13.8b16.7x78.2x2.2x
Tue, 21 Nov 2023US$1.0tUS$499.0bUS$14.1b11.8x71.1x2x
Thu, 19 Oct 2023US$1.0tUS$484.7bUS$12.8b12.2x79.5x2.1x
Sat, 16 Sep 2023US$1.1tUS$486.0bUS$13.0b10.8x87.8x2.4x
Mon, 14 Aug 2023US$1.1tUS$486.8bUS$14.1b11x74.6x2.2x
Wed, 12 Jul 2023US$1.2tUS$461.4bUS$11.0b9.9x105.7x2.5x
Fri, 09 Jun 2023US$1.0tUS$462.0bUS$11.5b8.9x87.4x2.2x
Sun, 07 May 2023US$777.6bUS$462.9bUS$11.6b6.2x66.9x1.7x
Tue, 04 Apr 2023US$864.5bUS$446.8bUS$7.1b6.6x122.3x1.9x
Price to Earnings Ratio

122.3x


Total Market Cap: US$864.5bTotal Earnings: US$7.1bTotal Revenue: US$446.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 118.3x202420252026
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 2.9x.
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 Market-1.92%
Consumer Discretionary-1.58%
Auto-1.50%
Motorcycle Manufacturers8.25%
Automobile Manufacturers-1.51%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 12.6x.
    • Analysts are expecting annual earnings growth of 4.0%, which is higher than its past year's earnings decline of 25.6% per year.
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 4.0% 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
VFS VinFast AutoUS$3.3918.5%
+US$1.2b		0%PS2.3x
LI Li AutoUS$17.464.6%
+US$767.7m		-31.6%PE109.5x
HOG Harley-DavidsonUS$19.4710.8%
+US$211.4m		-22.6%PE6.4x
THO THOR IndustriesUS$79.125.2%
+US$206.2m		2.6%PE13.9x
GM General MotorsUS$72.980.2%
+US$153.7m		56.3%PE20.7x

Latest News

WGO
US$31.47
Winnebago Industries
7D
-5.8%
1Y
-9.4%

Winnebago Industries, Inc. Just Beat EPS By 56%: Here's What Analysts Think Will Happen Next

Mar 28
Winnebago Industries, Inc. Just Beat EPS By 56%: Here's What Analysts Think Will Happen Next
XPEV
US$16.93
XPeng
7D
-3.5%
1Y
-14.1%
GM
US$72.98
General Motors
7D
0.2%
1Y
56.3%
HOG
US$19.47
Harley-Davidson
7D
10.8%
1Y
-22.6%
LI
US$17.46
Li Auto
7D
4.6%
1Y
-31.6%
THO
US$79.12
THOR Industries
7D
5.2%
1Y
2.6%
EMPD
US$3.97
Empery Digital
7D
-7.0%
1Y
-48.3%
LOT
US$1.10
Lotus Technology
7D
1.9%
1Y
-38.9%

Hybrid Expansion And One Lotus Integration Will Support A Stronger Long Term Upside Potential

Catalysts About Lotus Technology Lotus Technology designs and sells premium performance sports cars and electrified lifestyle vehicles across China, Europe, North America and other global markets. What are the underlying business or industry changes driving this perspective?
VFS
US$3.39
VinFast Auto
7D
18.5%
1Y
0%

VFS: 2025 And 2026 Delivery Expansion Will Support Future Upside

Analysts have kept their VinFast Auto price target steady at $6.38, with the unchanged fair value reflecting updated views on higher discount rates, adjusted revenue growth assumptions, softer profit margin expectations, and a higher future P/E estimate. What's in the News VinFast has completed a new brand structure with three automotive lines: Lac Hong for ultra luxury models, VF for mass market passenger EVs spanning VF 3 to VF 9 and the VF MPV 7, and Green for commercial and service mobility solutions such as Limo Green, Herio Green, Nerio Green and Minio Green (Key Developments).
F
US$11.37
Ford Motor
7D
-1.3%
1Y
17.0%

F: 2026 EV Loss Progress And Truck Focus Will Shape Margin Outcomes

Analysts have nudged Ford Motor's blended price target higher into the mid-teens, with several recent target increases up to $17, based on expectations that a friendlier regulatory backdrop, a sharper focus on higher margin trucks and SUVs, and progress on Model E losses could help the company move closer to its EBIT margin goals into 2026. Analyst Commentary Recent research on Ford highlights a mix of optimism around the price targets in the mid-teens and a more measured tone on execution risks, especially around electric vehicles and long term margin goals.
PSNY
US$17.10
Polestar Automotive Holding UK
7D
3.4%
1Y
-47.2%

PSNY: Future P/E Repricing Will Support Upside Despite Slower Margin Outlook

Analyst price targets for Polestar Automotive Holding UK have been revised upward by $14, reflecting updated views on slower projected profit margins, a higher assumed future P/E, and concerns around lower volume growth guidance, capital needs, and the company's autonomy strategy. Analyst Commentary Recent Street research reflects a mixed but generally cautious stance on Polestar Automotive Holding UK, with attention on revised growth expectations, capital requirements, and how these factors feed into valuation assumptions.
RIVN
US$14.77
Rivian Automotive
7D
-0.9%
1Y
19.0%

RIVN: Future Upside Will Depend On Autonomous Partnership Execution

Rivian's analyst price target framework holds fair value steady at $25.00, with recent Street research reflecting a mix of higher targets tied to R2 demand potential and partnership momentum, alongside more cautious views focused on EV adoption, profitability timing, and execution risk. Analyst Commentary Recent Street research on Rivian shows a wide range of views, but there is a clear cluster of bullish analysts who are leaning into the R2 launch, partnership traction, and execution progress, while others highlight EV adoption risk, capital intensity, and the timing of any benefit from new models.
NIO
US$5.31
NIO
7D
-2.2%
1Y
41.6%

NIO: Improving Earnings Visibility And New Models Will Drive Future Upside

Analysts have trimmed NIO's fair value estimate while still lifting average price targets toward the high $6 range, citing what they view as improving earnings visibility, stronger order momentum from new models, and expectations for better margins and a lower future P/E multiple. Analyst Commentary Recent Street research on NIO has tilted more constructive, with several bullish analysts lifting price targets into the mid to high US$6 range and pointing to what they see as clearer earnings trajectories and improving business fundamentals.
TSLA
US$361.83
Tesla
7D
-1.7%
1Y
37.3%

TSLA: AI And Energy Bets Will Confront Auto And Autonomy Execution Risks

Narrative Update: Tesla The updated analyst price target for Tesla shifts slightly to about $422, as analysts factor in modest adjustments to revenue growth, profit margin assumptions, and a somewhat higher discount rate. This comes alongside mixed but generally constructive research that highlights Tesla's role in autonomous driving and energy, while acknowledging execution and cost risks.
LCID
US$9.40
Lucid Group
7D
-6.6%
1Y
-59.5%

LCID: Weaker EV Demand And Cost Cuts Will Extend Profitability Challenges

Analysts have trimmed their blended price target for Lucid Group to $10, citing more conservative expectations for electric vehicle adoption, lower production guidance versus prior expectations, persistent high negative gross margins, additional capital needs, a tougher regulatory backdrop, and tariff uncertainty. At the same time, updated models reflect slightly higher projected revenue growth and a higher future P/E multiple, alongside a modestly lower profit margin outlook.
LVWR
US$1.37
LiveWire Group
7D
12.3%
1Y
-34.8%