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U.S. Auto Industry Analysis

UpdatedJan 09, 2026
DataAggregated Company Financials
Companies45
  • 7D-2.2%
  • 3M6.8%
  • 1Y12.6%
  • YTD-0.03%

Over the last 7 days, the Auto industry has dropped 2.2%, driven by Tesla declining 3.1%. In contrast, Ford Motor has gained 9.8%. In the past year, the industry has gained 13%. Earnings are forecast to grow by 34% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 09 Jan 2026US$1.7tUS$536.8bUS$5.2b20.2x318.5x3.1x
Sun, 07 Dec 2025US$1.7tUS$536.3bUS$5.2b18.9x334.1x3.2x
Tue, 04 Nov 2025US$1.7tUS$535.0bUS$4.8b18.2x363.2x3.2x
Thu, 02 Oct 2025US$1.7tUS$527.9bUS$5.7b18.3x293.8x3.2x
Sat, 30 Aug 2025US$1.3tUS$527.6bUS$5.7b17.9x222.7x2.4x
Mon, 28 Jul 2025US$1.2tUS$523.9bUS$7.3b15.9x166.4x2.3x
Wed, 25 Jun 2025US$1.3tUS$527.7bUS$8.6b8.5x148.2x2.4x
Fri, 23 May 2025US$1.3tUS$527.2bUS$8.6b8.5x149.4x2.4x
Sun, 20 Apr 2025US$936.6bUS$528.8bUS$9.4b18.2x99.4x1.8x
Tue, 18 Mar 2025US$940.6bUS$528.4bUS$9.5b15.7x98.5x1.8x
Thu, 13 Feb 2025US$1.3tUS$534.3bUS$10.7b17.9x122x2.4x
Sat, 11 Jan 2025US$1.5tUS$526.8bUS$17.2b17.2x88.5x2.9x
Mon, 09 Dec 2024US$1.5tUS$527.4bUS$17.1b21.5x88.1x2.9x
Wed, 06 Nov 2024US$1.0tUS$529.0bUS$16.9b17.8x61.6x2x
Fri, 04 Oct 2024US$1.0tUS$519.8bUS$17.0b19.4x61x2x
Sun, 01 Sep 2024US$948.9bUS$518.4bUS$16.8b14.4x56.3x1.8x
Tue, 30 Jul 2024US$947.5bUS$516.3bUS$16.5b13.1x57.5x1.8x
Thu, 27 Jun 2024US$842.8bUS$509.4bUS$17.4b17.8x48.5x1.7x
Sat, 25 May 2024US$796.5bUS$509.9bUS$17.4b14.4x45.9x1.6x
Mon, 22 Apr 2024US$711.5bUS$505.5bUS$18.4b16x38.7x1.4x
Wed, 20 Mar 2024US$807.5bUS$504.7bUS$18.1b15.8x44.7x1.6x
Fri, 16 Feb 2024US$855.5bUS$500.9bUS$16.6b16.7x51.6x1.7x
Sun, 14 Jan 2024US$951.6bUS$498.3bUS$13.8b15.7x69.2x1.9x
Tue, 12 Dec 2023US$1.0tUS$498.4bUS$13.8b14.8x74.8x2.1x
Thu, 09 Nov 2023US$959.7bUS$494.0bUS$13.4b10.8x71.5x1.9x
Sat, 07 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x84.9x2.2x
Mon, 04 Sep 2023US$1.1tUS$486.1bUS$13.0b11x81.7x2.2x
Wed, 02 Aug 2023US$1.1tUS$483.2bUS$13.5b10.9x84.8x2.4x
Fri, 30 Jun 2023US$1.1tUS$461.3bUS$11.1b9.7x99.3x2.4x
Sun, 28 May 2023US$856.1bUS$463.8bUS$11.7b5.8x73.4x1.8x
Tue, 25 Apr 2023US$747.8bUS$451.4bUS$6.2b6.6x119.8x1.7x
Thu, 23 Mar 2023US$837.4bUS$446.8bUS$7.0b6.5x119.5x1.9x
Sat, 18 Feb 2023US$939.4bUS$448.4bUS$6.2b9.6x150.3x2.1x
Mon, 16 Jan 2023US$645.8bUS$426.1bUS$15.7b7.6x41.1x1.5x
Price to Earnings Ratio

41.1x


Total Market Cap: US$645.8bTotal Earnings: US$15.7bTotal Revenue: US$426.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 115.9x202420252026
Current Industry PE
  • Investors are optimistic on the American Auto industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 319x which is higher than its 3-year average PE of 116x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 31% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.0% 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 Market1.49%
Consumer Discretionary3.77%
Auto-2.23%
Automobile Manufacturers-2.23%
Motorcycle Manufacturers-4.30%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 118x.
    • Analysts are expecting annual earnings growth of 33.6%, which is higher than its past year's earnings decline of 54.4% per year.
  • Investors are most pessimistic about the Motorcycle Manufacturers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.6x.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings decline of 54% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
F Ford MotorUS$14.409.8%
+US$5.1b		47.8%PE12.2x
GM General MotorsUS$85.134.7%
+US$3.6b		66.9%PE16.7x
THO THOR IndustriesUS$108.005.2%
+US$281.6m		13.4%PE20.2x
VFS VinFast AutoUS$3.453.3%
+US$257.3m		-16.7%PS3.1x
XPEV XPengUS$20.521.2%
+US$229.1m		69.0%PS1.9x

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NIO
7D
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1Y
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GM
US$85.13
General Motors
7D
4.7%
1Y
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7D
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1Y
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LCID
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5.2%
1Y
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-2.2%
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F
US$14.40
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9.8%
1Y
47.8%
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-7.3%
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