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U.S. Auto Industry Analysis

UpdatedMay 12, 2026
DataAggregated Company Financials
Companies48
  • 7D12.7%
  • 3M2.6%
  • 1Y29.6%
  • YTD0.2%

Over the last 7 days, the Auto industry has risen 8.7%, driven by gains from Tesla of 9.1%. This means that the industry has gained 39% over the past year. As for the next few years, earnings are expected to grow by 37% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 12 May 2026US$1.9tUS$538.3b-US$10,106,958,365.1524.1x-185x3.5x
Thu, 09 Apr 2026US$1.5tUS$550.5b-US$11,300,465,843.2421.9x-133x2.7x
Sat, 07 Mar 2026US$1.7tUS$531.5b-US$11,318,157,820.8223.7x-151.6x3.2x
Mon, 02 Feb 2026US$1.8tUS$533.8bUS$2.3b23.9x797.7x3.4x
Wed, 31 Dec 2025US$1.7tUS$536.8bUS$5.2b19.5x333.1x3.2x
Fri, 28 Nov 2025US$1.6tUS$536.0bUS$5.1b21.7x316.7x3x
Sun, 26 Oct 2025US$1.7tUS$535.0bUS$4.8b19.5x347.7x3.1x
Tue, 23 Sep 2025US$1.6tUS$527.9bUS$5.7b18.7x283.8x3.1x
Thu, 21 Aug 2025US$1.3tUS$527.5bUS$5.7b17.8x218.1x2.4x
Sat, 19 Jul 2025US$1.2tUS$527.7bUS$8.6b15.1x142.1x2.3x
Mon, 16 Jun 2025US$1.2tUS$527.7bUS$8.6b8.3x141.9x2.3x
Wed, 14 May 2025US$1.2tUS$525.9bUS$8.4b15.2x143.2x2.3x
Fri, 11 Apr 2025US$1.0tUS$528.7bUS$9.4b18.1x109.7x2x
Sun, 09 Mar 2025US$1.1tUS$535.3bUS$11.5b18.2x95.9x2.1x
Tue, 04 Feb 2025US$1.5tUS$532.4bUS$8.3b17.4x185.4x2.9x
Thu, 02 Jan 2025US$1.5tUS$527.0bUS$17.2b17.2x90.2x2.9x
Sat, 30 Nov 2024US$1.4tUS$527.9bUS$17.2b20.6x79.7x2.6x
Mon, 28 Oct 2024US$1.1tUS$525.6bUS$17.2b20.1x65.8x2.2x
Wed, 25 Sep 2024US$1.1tUS$519.8bUS$17.0b15.1x62.4x2x
Fri, 23 Aug 2024US$968.4bUS$517.8bUS$17.0b15.1x56.8x1.9x
Sun, 21 Jul 2024US$1.0tUS$509.5bUS$17.4b19.1x59x2x
Tue, 18 Jun 2024US$807.9bUS$509.6bUS$17.4b14.2x46.4x1.6x
Thu, 16 May 2024US$823.6bUS$508.7bUS$17.2b16.4x48x1.6x
Sat, 13 Apr 2024US$815.3bUS$505.5bUS$18.3b18.4x44.4x1.6x
Mon, 11 Mar 2024US$821.9bUS$504.9bUS$18.1b15.9x45.4x1.6x
Wed, 07 Feb 2024US$841.4bUS$499.0bUS$18.1b15.8x46.4x1.7x
Fri, 05 Jan 2024US$1.0tUS$498.4bUS$13.8b15.6x74x2x
Sun, 03 Dec 2023US$1.0tUS$498.3bUS$13.9b12.1x73.2x2x
Tue, 31 Oct 2023US$861.3bUS$492.8bUS$13.1b10.1x66x1.7x
Thu, 28 Sep 2023US$1.0tUS$484.7bUS$12.8b12.7x80.3x2.1x
Sat, 26 Aug 2023US$1.0tUS$486.3bUS$13.5b10.5x76.4x2.1x
Mon, 24 Jul 2023US$1.1tUS$469.5bUS$11.4b10.4x97.9x2.4x
Wed, 21 Jun 2023US$1.1tUS$462.0bUS$11.1b8.9x102.9x2.5x
Fri, 19 May 2023US$798.7bUS$464.4bUS$11.5b5.9x69.8x1.7x
Price to Earnings Ratio

69.8x


Total Market Cap: US$798.7bTotal Earnings: US$11.5bTotal Revenue: US$464.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 107.6x202420252026
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 3.4x.
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 5.0% 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 Market2.58%
Consumer Discretionary1.71%
Auto12.74%
Automobile Manufacturers12.76%
Motorcycle Manufacturers5.25%
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 11% 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$445.0014.3%
    +US$208.9b    		33.2%PE432.8x
    		F Ford MotorUS$12.054.8%
    +US$2.2b    		14.2%PS0.3x
    		LI Li AutoUS$18.875.5%
    +US$1.1b    		-33.5%PE123x
    		PSNY Polestar Automotive Holding UKUS$21.4612.1%
    +US$261.5m    		-34.4%PS0.8x
    		XPEV XPengUS$16.151.1%
    +US$162.5m    		-23.5%PS1.4x

    Latest News

    XPEV
    US$16.15
    XPeng
    7D
    1.1%
    1Y
    -23.5%
    TSLA
    US$445.00
    Tesla
    7D
    14.3%
    1Y
    33.2%
    GM
    US$75.29
    General Motors
    7D
    -0.5%
    1Y
    51.8%
    EMPD
    US$5.32
    Empery Digital
    7D
    8.4%
    1Y
    -10.1%
    VFS
    US$4.11
    VinFast Auto
    7D
    -2.4%
    1Y
    9.6%
    HOG
    US$25.53
    Harley-Davidson
    7D
    10.0%
    1Y
    2.7%
    LCID
    US$6.03
    Lucid Group
    7D
    -9.9%
    1Y
    -77.0%
    LVWR
    US$1.52
    LiveWire Group
    7D
    -9.0%
    1Y
    36.9%
    PSNY
    US$21.46
    Polestar Automotive Holding UK
    7D
    12.1%
    1Y
    -34.4%
    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$0.04
    EZGO Technologies
    7D
    -96.7%
    1Y
    -99.7%
    RIVN
    US$14.08
    Rivian Automotive
    7D
    -3.0%
    1Y
    -3.8%
    F
    US$12.05
    Ford Motor
    7D
    4.8%
    1Y
    14.2%
    Narrative Update • May 04

    F: Higher Margin Trucks And SUVs Are Expected To Support Future Returns

    Analysts have updated their view on Ford Motor, increasing the implied fair value estimate from about $15.67 to $17.12. They cite mixed price target changes across brokers and an ongoing debate around future revenue growth, margins, and an appropriate forward P/E multiple.
    LI
    US$18.87
    Li Auto
    7D
    5.5%
    1Y
    -33.5%
    Narrative Update • May 02

    LI: Future Performance Will Face Margin Pressure From Weaker Sectorwide Demand

    Li Auto's updated analyst price target moves modestly higher, with a fair value estimate shifting from about $14.05 to $14.99 as analysts factor in reduced revenue growth expectations, thinner profit margins, a slightly lower discount rate, and a higher assumed future P/E multiple, following a mix of recent downgrades, target cuts, and one upgrade. Analyst Commentary Recent research on Li Auto has tilted more cautious, with several bearish analysts flagging execution and profitability risks that they see as limiting near term upside relative to prior expectations.
    LOT
    US$1.16
    Lotus Technology
    7D
    -5.7%
    1Y
    -44.5%
    Narrative Update • May 02

    LOT: Global Hybrid SUV Rollout And Higher Future P/E Will Support Upside

    Analysts have adjusted their price targets on Lotus Technology, reflecting updated views on revenue growth, profit margins, and a higher future P/E assumption. Together, these changes temper earlier expectations while keeping the fair value estimate at $2.40.
    NIU
    US$3.00
    Niu Technologies
    7D
    -5.7%
    1Y
    -15.0%
    THO
    US$74.66
    THOR Industries
    7D
    1.3%
    1Y
    -7.5%