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U.S. Auto Industry Analysis

UpdatedMay 28, 2026
DataAggregated Company Financials
Companies49
  • 7D6.1%
  • 3M7.0%
  • 1Y22.8%
  • YTD0.4%

In the last week, the Auto industry is up 6.1%, with Tesla up 5.5%. In the last 12 months, the industry was up 23%. 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
Thu, 28 May 2026US$1.8tUS$540.4b-US$9,199,731,319.4318.3x-199.6x3.4x
Sat, 25 Apr 2026US$1.6tUS$535.8b-US$11,046,868,261.3222.3x-145.5x3x
Mon, 23 Mar 2026US$1.6tUS$550.0b-US$10,726,024,818.4623.3x-147.2x2.9x
Wed, 18 Feb 2026US$1.8tUS$531.1b-US$10,793,259,404.8825.4x-162.5x3.3x
Fri, 16 Jan 2026US$1.7tUS$536.9bUS$5.2b21.6x323.3x3.1x
Sun, 14 Dec 2025US$1.7tUS$536.4bUS$5.2b19.2x338.6x3.3x
Tue, 11 Nov 2025US$1.7tUS$536.0bUS$4.9b17.9x348x3.2x
Thu, 09 Oct 2025US$1.6tUS$527.8bUS$5.7b18.1x285.8x3.1x
Sat, 06 Sep 2025US$1.3tUS$527.8bUS$5.7b18.1x231.7x2.5x
Mon, 04 Aug 2025US$1.2tUS$525.7bUS$5.3b17.7x217x2.2x
Wed, 02 Jul 2025US$1.2tUS$527.8bUS$8.6b14.9x142.2x2.3x
Fri, 30 May 2025US$1.3tUS$527.3bUS$8.6b8.4x154.4x2.5x
Sun, 27 Apr 2025US$1.1tUS$526.9bUS$8.4b19.4x129.4x2.1x
Tue, 25 Mar 2025US$975.9bUS$529.1bUS$9.3b15.2x104.5x1.8x
Thu, 20 Feb 2025US$1.4tUS$534.5bUS$10.7b17.5x131.5x2.6x
Sat, 18 Jan 2025US$1.6tUS$526.8bUS$17.2b16.2x92.1x3x
Mon, 16 Dec 2024US$1.7tUS$527.3bUS$17.1b21.2x96.9x3.1x
Wed, 13 Nov 2024US$1.4tUS$527.8bUS$16.8b16x82.9x2.6x
Fri, 11 Oct 2024US$1.0tUS$519.4bUS$17.0b18.6x60.9x2x
Sun, 08 Sep 2024US$926.5bUS$519.7bUS$17.0b13.5x54.5x1.8x
Tue, 06 Aug 2024US$899.8bUS$517.2bUS$16.6b12.6x54.1x1.7x
Thu, 04 Jul 2024US$1.0tUS$509.5bUS$17.4b18x60x2x
Sat, 01 Jun 2024US$811.5bUS$509.9bUS$17.5b14.7x46.4x1.6x
Mon, 29 Apr 2024US$790.3bUS$507.8bUS$17.1b16.2x46.1x1.6x
Wed, 27 Mar 2024US$814.6bUS$505.6bUS$18.2b17.9x44.9x1.6x
Fri, 23 Feb 2024US$883.0bUS$501.5bUS$16.7b16.9x52.9x1.8x
Sun, 21 Jan 2024US$919.4bUS$498.3bUS$13.8b15.9x66.5x1.8x
Tue, 19 Dec 2023US$1.1tUS$498.6bUS$13.8b15.7x78.6x2.2x
Thu, 16 Nov 2023US$1.0tUS$497.8bUS$14.1b11.8x71.6x2x
Sat, 14 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x82.4x2.2x
Mon, 11 Sep 2023US$1.1tUS$485.8bUS$13.1b10.6x81.6x2.2x
Wed, 09 Aug 2023US$1.1tUS$486.1bUS$13.5b11.4x81.2x2.2x
Fri, 07 Jul 2023US$1.2tUS$461.3bUS$11.0b9.5x106.4x2.5x
Sun, 04 Jun 2023US$925.6bUS$463.8bUS$11.7b5.9x79.3x2x
Price to Earnings Ratio

79.3x


Total Market Cap: US$925.6bTotal Earnings: US$11.7bTotal Revenue: US$463.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 103.9x202420252026
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 2.4x is lower than the industry's current PS ratio of 3.4x.
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 5.2% 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 Market1.27%
Consumer Discretionary2.95%
Auto6.09%
Automobile Manufacturers6.10%
Motorcycle Manufacturers1.32%
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 16% 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$440.365.5%
    +US$86.8b    		23.4%PE428.2x
    		F Ford MotorUS$15.8820.1%
    +US$10.6b    		56.1%PS0.3x
    		GM General MotorsUS$84.1210.5%
    +US$7.2b    		74.8%PE31.2x
    		XPEV XPengUS$16.458.7%
    +US$1.3b    		-14.9%PS1.4x
    		RIVN Rivian AutomotiveUS$14.707.1%
    +US$1.2b    		-5.0%PS3.4x

    Latest News

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    NIO
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    1Y
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    NIO Finally Looks Like A Real Turnaround Buy

    Summary NIO Inc. (NIO) is rated Buy, supported by strong delivery growth, improving profitability, and robust cash reserves. Q1 2026 saw vehicle gross margins rise to 18.8%, positive non-GAAP net income, and SG&A reduced by over 20% YoY. The ES9 flagship EV launch at aggressive pricing is driving strong pre-orders and positions NIO to capture greater Chinese EV market share. With nearly half its market cap in cash and forward EPS projected to grow ~200% YoY, NIO offers >50% upside potential despite competitive risks. Read the full article on Seeking Alpha
    XPEV
    US$16.45
    XPeng
    7D
    8.7%
    1Y
    -14.9%
    LI
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    Li Auto
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    -2.5%
    1Y
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    F
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    7D
    20.1%
    1Y
    56.1%
    AIIO
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    Robo.ai
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    1Y
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    GM
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    7D
    10.5%
    1Y
    74.8%
    LOT
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    Lotus Technology
    7D
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    1Y
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    VFS
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    VinFast Auto
    7D
    -0.6%
    1Y
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    TSLA
    US$440.36
    Tesla
    7D
    5.5%
    1Y
    23.4%
    THO
    US$78.87
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    7D
    5.5%
    1Y
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    RIVN
    US$14.70
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    7D
    7.1%
    1Y
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    Seeking Alpha • May 23

    Rivian: High Growth At A Cheap Price - Reiterate Buy

    Summary RIVN’s R2 mass-market ramp up is underway, targeting two production shifts by the end of 2026 while delivering higher volumes at richer gross margins via significant cost reductions. Software/services revenue surged +48.7% YoY in FQ1'26, driven by Autonomy+ monetization and a joint venture with VWAGY, aided by the promising future robo-taxi opportunities with UBER. With nearly $8B in available liquidity and diversified funding avenues, RIVN is well-capitalized to bridge near-term losses and elevated capex trends before achieving profitability. RIVN's recent selloff has triggered their discounted valuations, with the oversold technical indicators and the structurally robust fundamentals underpinning my reiterated Buy rating. Read the full article on Seeking Alpha
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    -6.9%
    1Y
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    EMPD
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    Empery Digital
    7D
    -6.8%
    1Y
    -0.6%