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U.S. Auto Industry Analysis

UpdatedMar 07, 2026
DataAggregated Company Financials
Companies45
  • 7D-2.0%
  • 3M-12.2%
  • 1Y45.0%
  • YTD-9.5%

The Auto is pretty flat in the last 7 days, but Harley-Davidson has stood out, gaining 6.7%. As for the the longer term, the industry is up 48% over the past 12 months. 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
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
Sun, 16 Apr 2023US$827.8bUS$446.9bUS$7.1b6.5x117.2x1.9x
Tue, 14 Mar 2023US$785.4bUS$447.7bUS$7.2b7.6x109.3x1.8x
Price to Earnings Ratio

109.3x


Total Market Cap: US$785.4bTotal Earnings: US$7.2bTotal Revenue: US$447.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 123.4x202420252026
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 3.2x.
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 5.9% 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 Market-2.31%
Consumer Discretionary-2.35%
Auto-1.97%
Motorcycle Manufacturers7.04%
Automobile Manufacturers-1.99%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 12.3x.
    • Analysts are expecting annual earnings growth of 7.6%, which is higher than its past year's earnings decline of 25.6% per year.
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 51% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 7.6% 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
HOG Harley-DavidsonUS$19.216.7%
+US$135.3m		-26.4%PE6.3x
RIVN Rivian AutomotiveUS$15.370.3%
+US$49.6m		37.6%PS3.5x
SEV Aptera MotorsUS$3.2850.5%
+US$41.4m		n/aPB4.5x
GGR GogoroUS$4.6649.4%
+US$22.7m		-43.9%PS0.2x
LVWR LiveWire GroupUS$1.775.4%
+US$18.4m		-11.5%PS14.1x

Latest News

LI
US$17.16
Li Auto
7D
-2.4%
1Y
-40.9%

LI: Future Performance Will Face Tougher Deliveries And Sectorwide Demand Headwinds

Analysts have increased their Li Auto fair value estimate slightly to about $14.05 per share. This modest change reflects small adjustments to assumptions on revenue growth, profit margins, discount rate, and future P/E after recent price target cuts and mixed delivery and outlook commentary across Chinese automakers.
GGR
US$4.66
Gogoro
7D
49.4%
1Y
-43.9%
XPEV
US$17.32
XPeng
7D
-1.4%
1Y
-26.6%
HOG
US$19.21
Harley-Davidson
7D
6.7%
1Y
-26.4%
SEV
US$3.28
Aptera Motors
7D
50.5%
1Y
n/a
LVWR
US$1.77
LiveWire Group
7D
5.4%
1Y
-11.5%
THO
US$86.30
THOR Industries
7D
-10.2%
1Y
0.7%
VFS
US$3.12
VinFast Auto
7D
-4.3%
1Y
-8.8%
EMPD
US$4.16
Empery Digital
7D
10.1%
1Y
-36.7%
TSLA
US$396.73
Tesla
7D
-1.4%
1Y
51.0%

TSLA: Energy And Physical AI Expansion Will Reshape Long-Term Equity Story

Analysts kept their Tesla fair value estimate unchanged at $600, while adjusting assumptions around the discount rate, revenue growth, profit margin, and future P/E to reflect a wider spread of recent price target changes and an increasing focus on the potential contribution from the Energy and AI businesses. Analyst Commentary Recent Street research around Tesla shows a wide spread of opinions, but there is a clear cluster of bullish analysts who see upside tied to execution in Energy and AI, as well as to progress in autonomous driving and robotics.
GM
US$75.21
General Motors
7D
-4.4%
1Y
58.5%
F
US$12.15
Ford Motor
7D
-13.8%
1Y
22.7%

F: 2026 EV Loss Trajectory Will Constrain Margins And Earnings Multiple

Our analyst price target for Ford Motor has increased by $0.75 to reflect higher estimated fair value, a slightly lower discount rate, modestly slower projected revenue declines, improved profit margin assumptions, and a lower future P/E in line with recent target hikes from multiple firms and analyst views that 2026 could be a more predictable year for automakers. Analyst Commentary Recent Street research around Ford clusters around 2026 as a key year, with several firms adjusting price targets and ratings.
PSNY
US$16.56
Polestar Automotive Holding UK
7D
-28.9%
1Y
-51.6%

PSNY: Expanded Model Rollout And Network Buildout Will Support Future Upside

The analyst price target for Polestar Automotive Holding UK has been reduced from $30.00 to $22.50, as analysts factor in lower long term volume guidance, higher perceived capital needs, and questions around the company's autonomy strategy, despite a recent price target increase from Barclays. Analyst Commentary Recent research updates paint a mixed picture for Polestar Automotive Holding UK, with some analysts cutting ratings and delivery expectations while others see enough positives to justify a higher price target.
NIU
US$3.77
Niu Technologies
7D
4.1%
1Y
56.4%

NIU: Refined Assumptions And Earnings Power Will Support Future Share Price Strength

Analysts have reduced their price target for Niu Technologies to $4.65 from $4.70, reflecting updated assumptions around revenue growth, profit margins, the discount rate, and expected future P/E levels. Valuation Changes Fair Value: Trimmed slightly to $4.65 from $4.70.
RIVN
US$15.37
Rivian Automotive
7D
0.3%
1Y
37.6%

RIVN: Higher Fair Value Estimate Will Hinge On Execution Risk

The analyst fair value estimate for Rivian Automotive has been lifted from $19.89 to $25.00, reflecting updated assumptions for faster revenue growth, a slightly lower discount rate, and Street research that views recent Q4 progress and the R2 launch as supportive, despite ongoing concerns about execution and R2 ramp risks. Analyst Commentary Recent Street research on Rivian Automotive reflects a split view, with some bullish analysts highlighting progress around the Q4 update and the R2 launch, while more cautious voices focus on execution risks, cash burn, and the challenge of scaling without the support of tax credits or a traditional dealer network.
WKHS
US$3.44
Workhorse Group
7D
2.1%
1Y
n/a