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

U.S. Auto Industry Analysis

UpdatedSep 02, 2026
DataAggregated Company Financials
Companies48
  • 7D1.2%
  • 3M-15.3%
  • 1Y6.5%
  • YTD-17.8%

In the last week, the Auto industry is up 4.6%, with Tesla up 1.7%. In the same time, Rivian Automotive was down 7.2%. This means that the industry has gained 8.5% over the past year. Looking forward, earnings are forecast to grow by 37% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 02 Sep 2026US$1.7tUS$546.5b-US$11,750,822,453.2914.8x-140.6x3x
Fri, 31 Jul 2026US$1.4tUS$544.2b-US$11,789,982,827.0616.5x-118x2.6x
Sun, 28 Jun 2026US$1.6tUS$539.2b-US$9,827,888,809.9615.6x-164.8x3x
Tue, 26 May 2026US$1.8tUS$540.3b-US$9,196,566,300.2418.2x-196.1x3.3x
Thu, 23 Apr 2026US$1.7tUS$532.8b-US$11,118,183,159.4322.4x-149x3.1x
Sat, 21 Mar 2026US$1.6tUS$550.0b-US$10,726,024,818.4623.3x-152x3x
Mon, 16 Feb 2026US$1.8tUS$531.1b-US$10,843,858,533.4525.4x-164.2x3.4x
Wed, 14 Jan 2026US$1.7tUS$536.9bUS$5.2b21.6x330.5x3.2x
Fri, 12 Dec 2025US$1.7tUS$536.4bUS$5.2b19.5x330.1x3.2x
Sun, 09 Nov 2025US$1.6tUS$536.0bUS$4.9b17.8x337.1x3.1x
Tue, 07 Oct 2025US$1.6tUS$527.9bUS$5.7b18.9x285.3x3.1x
Thu, 04 Sep 2025US$1.3tUS$527.7bUS$5.7b18.1x220x2.4x
Sat, 02 Aug 2025US$1.2tUS$525.7bUS$5.3b17.7x221.1x2.2x
Mon, 30 Jun 2025US$1.2tUS$527.7bUS$8.6b8.6x141.8x2.3x
Wed, 28 May 2025US$1.3tUS$527.2bUS$8.6b8.5x148.2x2.4x
Fri, 25 Apr 2025US$972.8bUS$526.9bUS$8.4b19.6x115.9x1.8x
Sun, 23 Mar 2025US$975.9bUS$529.1bUS$9.3b15.8x104.5x1.8x
Tue, 18 Feb 2025US$1.4tUS$534.6bUS$10.7b17.7x131.5x2.6x
Thu, 16 Jan 2025US$1.5tUS$526.8bUS$17.2b16.3x88.5x2.9x
Sat, 14 Dec 2024US$1.6tUS$527.3bUS$17.1b21.2x93.5x3x
Mon, 11 Nov 2024US$1.3tUS$528.1bUS$16.8b16.7x77.1x2.5x
Wed, 09 Oct 2024US$1.0tUS$519.6bUS$17.0b19.3x61.6x2x
Fri, 06 Sep 2024US$960.0bUS$519.7bUS$17.0b13.9x56.5x1.8x
Sun, 04 Aug 2024US$899.8bUS$517.1bUS$16.6b12.8x54.1x1.7x
Tue, 02 Jul 2024US$875.9bUS$509.4bUS$17.4b18x50.4x1.7x
Thu, 30 May 2024US$804.9bUS$509.9bUS$17.5b14.2x46.1x1.6x
Sat, 27 Apr 2024US$790.3bUS$507.8bUS$17.1b16.2x46.1x1.6x
Mon, 25 Mar 2024US$806.9bUS$505.5bUS$18.2b17.7x44.4x1.6x
Wed, 21 Feb 2024US$876.7bUS$500.8bUS$16.6b16.6x52.8x1.8x
Fri, 19 Jan 2024US$916.5bUS$498.2bUS$13.8b15.8x66.2x1.8x
Sun, 17 Dec 2023US$1.1tUS$498.7bUS$13.8b15.6x78.6x2.2x
Tue, 14 Nov 2023US$956.8bUS$497.5bUS$14.0b10.8x68.2x1.9x
Thu, 12 Oct 2023US$1.1tUS$484.8bUS$12.8b12.6x85.8x2.3x
Sat, 09 Sep 2023US$1.1tUS$485.8bUS$13.1b10.6x82.2x2.2x
Price to Earnings Ratio

82.2x


Total Market Cap: US$1.1tTotal Earnings: US$13.1bTotal Revenue: US$485.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 82.1x202420252026
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 2.4x 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 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-0.92%
Consumer Discretionary-2.62%
Auto1.15%
Automobile Manufacturers1.16%
Motorcycle Manufacturers-1.12%
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 21% 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$356.091.7%
    +US$23.1b    		8.1%PE369.5x
    		LOT Lotus TechnologyUS$1.215.2%
    +US$38.9m    		-41.5%PS1.4x
    		EMPD Empery DigitalUS$3.5119.8%
    +US$16.3m    		-51.0%PS157.1x
    		WKHS Workhorse GroupUS$3.5613.4%
    +US$4.6m    		n/aPS1.4x
    		NIU Niu TechnologiesUS$1.981.0%
    +US$1.6m    		-55.4%PS0.2x

    Latest News

    NIO
    US$4.06
    NIO
    7D
    -8.8%
    1Y
    -38.3%
    XPEV
    US$11.17
    XPeng
    7D
    -3.7%
    1Y
    -46.3%
    TSLA
    US$356.09
    Tesla
    7D
    1.7%
    1Y
    8.1%
    LI
    US$11.90
    Li Auto
    7D
    -3.0%
    1Y
    -51.2%
    LOT
    US$1.21
    Lotus Technology
    7D
    5.2%
    1Y
    -41.5%
    Narrative Update • Aug 31

    Global presence allows Lotus flexibility to mitigate geopolitical tensions

    CNBC, The China Connection SYNOPSIS: Interview with Daxue Wang, CFO of Lotus Technology Inc, by Emily Tan, of CNBC International, discussed the financial integration of Lotus U.K. following its acquisition on August 21 and addressed how the company navigates ongoing geopolitical tensions. Wang explained that bringing Lotus U.K. under Lotus Tech unifies the brand’s 78-year British racing heritage with Geely’s technology and Chinese manufacturing, streamlining operations, supply chains, and decision-making to advance their Focus 2030 strategy; full financial consolidation of this acquisition will be reflected in early 2027 when the company releases its FY2026 annual report.
    AZIO
    US$1.21
    Azio AI Holdings
    7D
    1.7%
    1Y
    -42.9%
    LCID
    US$4.55
    Lucid Group
    7D
    -13.5%
    1Y
    -74.2%
    RIVN
    US$15.54
    Rivian Automotive
    7D
    -7.2%
    1Y
    12.0%
    F
    US$13.84
    Ford Motor
    7D
    -0.8%
    1Y
    18.1%
    WKHS
    US$3.56
    Workhorse Group
    7D
    13.4%
    1Y
    n/a
    New Narrative • Aug 28

    Electric Fleet Shift And Mobile AI Data Centers Will Support A Stable Long-Term Outlook

    Catalysts About Workhorse Group Workhorse Group designs and manufactures software-defined medium-duty commercial electric trucks and is expanding into mobile AI data center platforms. What are the underlying business or industry changes driving this perspective?
    GM
    US$85.63
    General Motors
    7D
    -0.2%
    1Y
    46.3%
    NIU
    US$1.98
    Niu Technologies
    7D
    1.0%
    1Y
    -55.4%
    Narrative Update • Aug 26

    NIU: Q3 2026 Revenue Guidance Will Support A Rebound In Expectations

    Analysts have reset their price target for Niu Technologies to $2.70 from $3.30 as updated assumptions point to a slightly higher discount rate, a modestly lower revenue growth outlook, a firmer profit margin profile, and a reduced future P/E multiple. What's in the News Niu Technologies issued earnings guidance for the third quarter of 2026, with expected revenues in the range of RMB 1,863 million to RMB 2,033 million, according to company guidance.
    GGR
    US$2.72
    Gogoro
    7D
    1.5%
    1Y
    -61.3%
    THO
    US$74.39
    THOR Industries
    7D
    -6.4%
    1Y
    -31.1%
    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
    FLYE
    US$2.20
    Fly-E Group
    7D
    29.4%
    1Y
    -84.5%
    EMPD
    US$3.51
    Empery Digital
    7D
    19.8%
    1Y
    -51.0%