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U.S. Auto Industry Analysis

UpdatedMay 15, 2026
DataAggregated Company Financials
Companies48
  • 7D7.5%
  • 3M5.1%
  • 1Y26.9%
  • YTD0.6%

Over the last 7 days, the Auto industry has risen 7.6%, driven by gains from Tesla of 7.7%. Meanwhile, VinFast Auto actually underperformed within the industry, shrinking 8.9% in the last week. In the last 12 months, the industry was up 27%. 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
Fri, 15 May 2026US$1.9tUS$538.3b-US$10,109,572,830.6923.8x-185.8x3.5x
Sun, 12 Apr 2026US$1.5tUS$550.5b-US$11,300,801,458.7222.4x-134.6x2.8x
Tue, 10 Mar 2026US$1.7tUS$531.5b-US$11,314,403,305.2824.2x-148.7x3.2x
Thu, 05 Feb 2026US$1.8tUS$533.8bUS$2.3b24.5x785.3x3.4x
Sat, 03 Jan 2026US$1.7tUS$536.8bUS$5.2b19.8x329.5x3.2x
Mon, 01 Dec 2025US$1.6tUS$536.0bUS$5.1b21.6x319.7x3.1x
Wed, 29 Oct 2025US$1.7tUS$535.1bUS$4.8b18.9x366.9x3.3x
Fri, 26 Sep 2025US$1.7tUS$527.8bUS$5.8b18.1x291.7x3.2x
Sun, 24 Aug 2025US$1.3tUS$527.6bUS$5.7b18.2x225.8x2.5x
Tue, 22 Jul 2025US$1.3tUS$527.7bUS$8.6b15.3x146.2x2.4x
Thu, 19 Jun 2025US$1.2tUS$527.7bUS$8.6b8.3x140.5x2.3x
Sat, 17 May 2025US$1.3tUS$525.9bUS$8.5b15.1x151.3x2.4x
Mon, 14 Apr 2025US$971.6bUS$528.8bUS$9.4b18.2x103.2x1.8x
Wed, 12 Mar 2025US$966.9bUS$535.3bUS$11.5b18x84.1x1.8x
Fri, 07 Feb 2025US$1.5tUS$534.4bUS$10.7b17.7x137.3x2.7x
Sun, 05 Jan 2025US$1.6tUS$526.9bUS$17.2b17.8x91.6x3x
Tue, 03 Dec 2024US$1.4tUS$527.7bUS$17.2b19.3x79.7x2.6x
Thu, 31 Oct 2024US$1.1tUS$528.0bUS$16.9b20.2x65.1x2.1x
Sat, 28 Sep 2024US$1.1tUS$519.9bUS$17.0b15.1x63.4x2.1x
Mon, 26 Aug 2024US$966.8bUS$517.9bUS$17.0b14.7x56.7x1.9x
Wed, 24 Jul 2024US$1.1tUS$509.5bUS$17.4b15.2x61.7x2.1x
Fri, 21 Jun 2024US$831.4bUS$509.5bUS$17.4b13.8x47.8x1.6x
Sun, 19 May 2024US$821.1bUS$508.7bUS$17.3b15.9x47.5x1.6x
Tue, 16 Apr 2024US$795.5bUS$505.5bUS$18.3b16.2x43.4x1.6x
Thu, 14 Mar 2024US$807.3bUS$504.9bUS$18.1b15.7x44.6x1.6x
Sat, 10 Feb 2024US$874.6bUS$500.9bUS$16.3b16.6x53.8x1.7x
Mon, 08 Jan 2024US$1.0tUS$498.4bUS$13.7b15.6x74.2x2x
Wed, 06 Dec 2023US$1.0tUS$499.1bUS$13.9b12x72.9x2x
Fri, 03 Nov 2023US$932.1bUS$493.1bUS$13.2b10.9x70.8x1.9x
Sun, 01 Oct 2023US$1.1tUS$484.8bUS$12.8b12.8x83.3x2.2x
Tue, 29 Aug 2023US$1.0tUS$486.3bUS$13.5b10.5x76.5x2.1x
Thu, 27 Jul 2023US$1.1tUS$478.6bUS$12.3b10.7x93.4x2.4x
Sat, 24 Jun 2023US$1.1tUS$461.4bUS$11.0b8.9x97.5x2.3x
Mon, 22 May 2023US$809.5bUS$464.5bUS$11.4b5.7x70.8x1.7x
Price to Earnings Ratio

70.8x


Total Market Cap: US$809.5bTotal Earnings: US$11.4bTotal Revenue: US$464.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 107x202420252026
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 3.5x.
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 Market1.15%
Consumer Discretionary-0.58%
Auto7.49%
Automobile Manufacturers7.50%
Motorcycle Manufacturers4.31%
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 15% 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$443.307.7%
    +US$118.3b    		29.3%PE431.1x
    		F Ford MotorUS$14.4818.9%
    +US$9.2b    		34.7%PS0.3x
    		LI Li AutoUS$19.279.5%
    +US$1.8b    		-32.5%PE125.4x
    		NIO NIOUS$6.256.5%
    +US$951.0m    		56.6%PS1.2x
    		XPEV XPengUS$16.123.7%
    +US$545.0m    		-21.8%PS1.4x

    Latest News

    GM
    US$77.75
    General Motors
    7D
    -0.8%
    1Y
    55.1%
    F
    US$14.48
    Ford Motor
    7D
    18.9%
    1Y
    34.7%
    Seeking Alpha • 10h

    Wall Street Lunch: Ford's Battery Bet Powers Stock Rally

    Summary Ford Motor (F) rallies on its partnership with CATL, spotlighting a significant push into U.S. battery energy storage systems. Take-Two Interactive (TTWO) surges ahead of Grand Theft Auto 6’s November launch, with pre-order timing speculation intensifying. U.S. retail sales rose 0.5% in April, matching forecasts and slowing from March’s 1.6% jump. Core sales excluding autos rose 0.7%, while sales excluding gas and autos climbed 0.5%. BlackRock advises fixed income investors to prioritize income over spread compression, given high yields and macro uncertainty. Read the full article on Seeking Alpha
    XPEV
    US$16.12
    XPeng
    7D
    3.7%
    1Y
    -21.8%
    RIVN
    US$14.52
    Rivian Automotive
    7D
    2.4%
    1Y
    -5.1%
    LI
    US$19.27
    Li Auto
    7D
    9.5%
    1Y
    -32.5%
    LOT
    US$1.40
    Lotus Technology
    7D
    15.7%
    1Y
    -38.1%
    NIO
    US$6.25
    NIO
    7D
    6.5%
    1Y
    56.6%
    TSLA
    US$443.30
    Tesla
    7D
    7.7%
    1Y
    29.3%
    Narrative Update • May 12

    TSLA: Autonomous And AI Platforms Will Drive Long-Term Equity Repricing

    Analysts have made only modest tweaks to Tesla's discount rate and growth assumptions, but a sharp reset in expected profit margin and a much higher assumed future P/E now sit behind the updated $600 price target. Analyst Commentary Recent research on Tesla shows a wide range of opinions, but there is a clear group of bullish analysts who see meaningful upside potential tied to execution in autonomy, AI and the core vehicle and energy businesses.
    WGO
    US$29.88
    Winnebago Industries
    7D
    -6.3%
    1Y
    -17.7%
    FABC
    US$4.20
    Fabric.AI
    7D
    -12.7%
    1Y
    -38.8%
    VFS
    US$3.89
    VinFast Auto
    7D
    -8.9%
    1Y
    7.8%
    HOG
    US$25.65
    Harley-Davidson
    7D
    8.5%
    1Y
    5.1%
    LVWR
    US$1.46
    LiveWire Group
    7D
    -12.6%
    1Y
    13.2%
    EZGO
    US$0.027
    EZGO Technologies
    7D
    -61.2%
    1Y
    -99.7%
    GGR
    US$3.94
    Gogoro
    7D
    -5.1%
    1Y
    -31.6%
    NIU
    US$2.83
    Niu Technologies
    7D
    -9.9%
    1Y
    -17.3%