Narrative Update • May 06

The Auto industry is up 3.8% in the last week, with Tesla up 7.9%. During this same period, the Rivian Automotive underperformed, falling 13%. This means that the industry has gained 36% over the past year. Looking forward, earnings are forecast to grow by 37% annually.
Has the U.S. Auto Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 08 May 2026 | US$1.7t | US$538.2b | -US$10,018,127,982.29 | 24.5x | -168.8x | 3.1x |
| Sun, 05 Apr 2026 | US$1.6t | US$550.1b | -US$10,890,892,585.87 | 20.6x | -143x | 2.8x |
| Tue, 03 Mar 2026 | US$1.7t | US$531.7b | -US$11,355,603,106.52 | 24.5x | -151.1x | 3.2x |
| Thu, 29 Jan 2026 | US$1.6t | US$534.6b | US$3.6b | 24.1x | 461.7x | 3.1x |
| Sat, 27 Dec 2025 | US$1.8t | US$536.7b | US$5.2b | 19.9x | 352.6x | 3.4x |
| Mon, 24 Nov 2025 | US$1.5t | US$537.6b | US$5.4b | 16x | 277x | 2.8x |
| Wed, 22 Oct 2025 | US$1.7t | US$527.7b | US$4.0b | 17.7x | 424.7x | 3.2x |
| Fri, 19 Sep 2025 | US$1.6t | US$527.9b | US$5.7b | 19x | 283.8x | 3.1x |
| Sun, 17 Aug 2025 | US$1.3t | US$526.1b | US$5.6b | 18.1x | 221.9x | 2.4x |
| Tue, 15 Jul 2025 | US$1.2t | US$527.7b | US$8.6b | 15.7x | 140.6x | 2.3x |
| Thu, 12 Jun 2025 | US$1.2t | US$527.6b | US$8.6b | 8.6x | 143.1x | 2.3x |
| Sat, 10 May 2025 | US$1.1t | US$525.7b | US$8.4b | 14.2x | 129.5x | 2.1x |
| Mon, 07 Apr 2025 | US$929.5b | US$528.9b | US$9.4b | 18.8x | 98.7x | 1.8x |
| Wed, 05 Mar 2025 | US$1.1t | US$535.2b | US$11.5b | 18x | 98x | 2.1x |
| Fri, 31 Jan 2025 | US$1.5t | US$532.5b | US$8.3b | 17.2x | 179.4x | 2.8x |
| Sun, 29 Dec 2024 | US$1.6t | US$527.0b | US$17.1b | 18.3x | 96.2x | 3.1x |
| Tue, 26 Nov 2024 | US$1.4t | US$527.8b | US$17.2b | 20.8x | 81.2x | 2.6x |
| Thu, 24 Oct 2024 | US$964.5b | US$523.7b | US$16.9b | 18.9x | 57.2x | 1.8x |
| Sat, 21 Sep 2024 | US$1.0t | US$519.9b | US$17.0b | 12.6x | 61.2x | 2x |
| Mon, 19 Aug 2024 | US$942.1b | US$517.3b | US$16.5b | 19.5x | 57x | 1.8x |
| Wed, 17 Jul 2024 | US$1.1t | US$509.5b | US$17.4b | 20.1x | 61.9x | 2.1x |
| Fri, 14 Jun 2024 | US$827.1b | US$509.6b | US$17.4b | 14.4x | 47.5x | 1.6x |
| Sun, 12 May 2024 | US$787.7b | US$508.6b | US$17.2b | 17.1x | 45.9x | 1.5x |
| Tue, 09 Apr 2024 | US$786.4b | US$505.7b | US$18.4b | 20.2x | 42.8x | 1.6x |
| Thu, 07 Mar 2024 | US$840.3b | US$504.9b | US$18.1b | 15.4x | 46.5x | 1.7x |
| Sat, 03 Feb 2024 | US$847.4b | US$498.9b | US$18.1b | 16x | 46.7x | 1.7x |
| Mon, 01 Jan 2024 | US$1.1t | US$498.6b | US$13.8b | 16.7x | 77.5x | 2.1x |
| Wed, 29 Nov 2023 | US$1.0t | US$498.4b | US$13.9b | 11.7x | 72.5x | 2x |
| Fri, 27 Oct 2023 | US$917.1b | US$488.5b | US$11.1b | 11.7x | 82.8x | 1.9x |
| Sun, 24 Sep 2023 | US$1.0t | US$485.9b | US$13.0b | 10.4x | 80.1x | 2.1x |
| Tue, 22 Aug 2023 | US$956.9b | US$486.3b | US$13.7b | 10.8x | 69.9x | 2x |
| Thu, 20 Jul 2023 | US$1.2t | US$461.5b | US$11.0b | 10.5x | 111.1x | 2.7x |
| Sat, 17 Jun 2023 | US$1.1t | US$462.2b | US$11.1b | 9x | 99.4x | 2.4x |
| Mon, 15 May 2023 | US$770.5b | US$464.7b | US$11.5b | 5.9x | 67.2x | 1.7x |
67.2x
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | 3.19% | |
| Consumer Discretionary | 3.00% | |
| Auto | 3.80% | |
| Automobile Manufacturers | 3.83% | |
| Motorcycle Manufacturers | -7.66% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TSLA Tesla | US$411.81 | 7.9% +US$113.3b | 44.6% | PE400.5x | |
| GM General Motors | US$78.41 | 2.0% +US$1.4b | 65.6% | PE29.1x | |
| F Ford Motor | US$12.18 | 0.8% +US$398.5m | 18.5% | PS0.3x | |
| PSNY Polestar Automotive Holding UK | US$19.90 | 7.6% +US$159.6m | -42.3% | PS0.7x | |
| VFS VinFast Auto | US$4.27 | 0.9% +US$93.6m | 16.3% | PS2.9x |