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U.S. Auto Industry Analysis

UpdatedMay 13, 2026
DataAggregated Company Financials
Companies48
  • 7D7.8%
  • 3M2.6%
  • 1Y22.2%
  • YTD-2.1%

The Auto industry is up 13% in the last week, with Tesla up 11%. In the last 12 months, the industry was up 30%. 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, 13 May 2026US$1.8tUS$538.3b-US$10,107,906,360.2223.6x-180.4x3.4x
Fri, 10 Apr 2026US$1.5tUS$550.5b-US$11,299,277,855.9422.4x-133.4x2.7x
Sun, 08 Mar 2026US$1.7tUS$531.5b-US$11,318,157,820.8223.7x-148.6x3.2x
Tue, 03 Feb 2026US$1.8tUS$533.8bUS$2.3b24x784.4x3.4x
Thu, 01 Jan 2026US$1.7tUS$536.8bUS$5.2b19.2x333.2x3.2x
Sat, 29 Nov 2025US$1.6tUS$536.2bUS$5.1b21.6x320x3.1x
Mon, 27 Oct 2025US$1.7tUS$535.0bUS$4.8b19.5x347.7x3.1x
Wed, 24 Sep 2025US$1.6tUS$527.9bUS$5.7b18.5x288.6x3.1x
Fri, 22 Aug 2025US$1.2tUS$527.5bUS$5.7b17.7x214.6x2.3x
Sun, 20 Jul 2025US$1.3tUS$527.7bUS$8.6b15.1x146.1x2.4x
Tue, 17 Jun 2025US$1.2tUS$527.7bUS$8.6b8.4x141.9x2.3x
Thu, 15 May 2025US$1.3tUS$525.9bUS$8.5b15x148.3x2.4x
Sat, 12 Apr 2025US$967.4bUS$528.8bUS$9.4b18.2x102.8x1.8x
Mon, 10 Mar 2025US$1.1tUS$535.3bUS$11.5b18.2x95.9x2.1x
Wed, 05 Feb 2025US$1.5tUS$532.7bUS$8.5b17.7x174.5x2.8x
Fri, 03 Jan 2025US$1.5tUS$526.9bUS$17.2b17.2x90.2x2.9x
Sun, 01 Dec 2024US$1.4tUS$527.9bUS$17.2b20.6x79.7x2.6x
Tue, 29 Oct 2024US$1.1tUS$525.6bUS$17.2b20.3x65.8x2.2x
Thu, 26 Sep 2024US$1.1tUS$519.8bUS$17.0b15.2x63.5x2.1x
Sat, 24 Aug 2024US$928.2bUS$517.9bUS$17.0b14.7x54.5x1.8x
Mon, 22 Jul 2024US$1.0tUS$509.5bUS$17.4b19.1x59x2x
Wed, 19 Jun 2024US$840.9bUS$509.6bUS$17.4b14.3x48.3x1.7x
Fri, 17 May 2024US$811.9bUS$508.7bUS$17.3b16.1x47x1.6x
Sun, 14 Apr 2024US$815.3bUS$505.5bUS$18.3b18.4x44.4x1.6x
Tue, 12 Mar 2024US$829.0bUS$504.9bUS$18.1b15.7x45.8x1.6x
Thu, 08 Feb 2024US$841.4bUS$500.8bUS$16.3b16.4x51.6x1.7x
Sat, 06 Jan 2024US$1.0tUS$498.4bUS$13.8b15.6x74x2x
Mon, 04 Dec 2023US$1.0tUS$498.3bUS$13.9b12.1x73.2x2x
Wed, 01 Nov 2023US$872.7bUS$492.8bUS$13.1b10.3x66.9x1.8x
Fri, 29 Sep 2023US$1.1tUS$484.8bUS$12.8b12.9x82.1x2.2x
Sun, 27 Aug 2023US$1.0tUS$486.3bUS$13.5b10.5x76.4x2.1x
Tue, 25 Jul 2023US$1.2tUS$469.5bUS$11.4b10.4x101.2x2.5x
Thu, 22 Jun 2023US$1.1tUS$461.5bUS$11.0b9.1x98.8x2.4x
Sat, 20 May 2023US$809.5bUS$464.5bUS$11.4b5.7x70.8x1.7x
Price to Earnings Ratio

70.8x


Total Market Cap: US$809.5bTotal Earnings: US$11.4bTotal Revenue: US$464.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 107.4x202420252026
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 3.5x.
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 5.0% 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 Market1.52%
Consumer Discretionary-0.33%
Auto7.84%
Automobile Manufacturers7.86%
Motorcycle Manufacturers-2.19%
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 52% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 13% 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$433.458.7%
    +US$130.4b    		24.7%PE421.5x
    		F Ford MotorUS$11.992.6%
    +US$1.2b    		13.1%PS0.3x
    		LI Li AutoUS$18.745.4%
    +US$1.0b    		-33.0%PE122.1x
    		NIO NIOUS$6.083.1%
    +US$450.5m    		47.6%PS1.2x
    		XPEV XPengUS$16.162.1%
    +US$325.1m    		-22.2%PS1.4x

    Latest News

    LI
    US$18.74
    Li Auto
    7D
    5.4%
    1Y
    -33.0%
    LOT
    US$1.48
    Lotus Technology
    7D
    24.9%
    1Y
    -30.8%
    F
    US$11.99
    Ford Motor
    7D
    2.6%
    1Y
    13.1%
    NIO
    US$6.08
    NIO
    7D
    3.1%
    1Y
    47.6%
    XPEV
    US$16.16
    XPeng
    7D
    2.1%
    1Y
    -22.2%
    WGO
    US$29.55
    Winnebago Industries
    7D
    -4.5%
    1Y
    -20.7%
    TSLA
    US$433.45
    Tesla
    7D
    8.7%
    1Y
    24.7%
    GM
    US$76.44
    General Motors
    7D
    0.4%
    1Y
    51.5%
    VFS
    US$4.08
    VinFast Auto
    7D
    -1.9%
    1Y
    9.7%
    HOG
    US$25.33
    Harley-Davidson
    7D
    0.9%
    1Y
    1.3%
    LCID
    US$6.01
    Lucid Group
    7D
    -3.8%
    1Y
    -77.3%
    LVWR
    US$1.39
    LiveWire Group
    7D
    -21.5%
    1Y
    26.4%
    PSNY
    US$21.12
    Polestar Automotive Holding UK
    7D
    10.7%
    1Y
    -32.3%
    Narrative Update • May 06

    PSNY: Revised Volume Outlook And Capital Raise Will Support Future Upside

    Narrative update on Polestar Automotive Holding UK The analyst price target for Polestar Automotive Holding UK is now set at $30.00. The change is supported by analysts highlighting lower delivery expectations, additional capital needs, recent share price appreciation, and an unclear autonomy strategy following the company's reduced volume growth guidance and a potential 16% cut to 2026 revenue estimates.
    EZGO
    US$0.032
    EZGO Technologies
    7D
    -98.3%
    1Y
    -99.7%
    RIVN
    US$13.95
    Rivian Automotive
    7D
    -4.5%
    1Y
    -6.2%
    THO
    US$74.70
    THOR Industries
    7D
    -0.7%
    1Y
    -9.5%