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U.S. Auto Industry Analysis

UpdatedJul 31, 2026
DataAggregated Company Financials
Companies48
  • 7D-1.9%
  • 3M-17.5%
  • 1Y2.2%
  • YTD-26.4%

Over the last 7 days, the Auto industry has dropped 1.9%, driven by a pullback from Tesla of 3.4%. In contrast, General Motors has gained 9.6%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 38% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 31 Jul 2026US$1.4tUS$544.2b-US$11,789,982,827.0616.5x-118x2.6x
Sun, 28 Jun 2026US$1.6tUS$539.2b-US$9,827,888,809.9615.6x-164.8x3x
Tue, 26 May 2026US$1.8tUS$540.3b-US$9,196,566,300.2418.2x-196.1x3.3x
Thu, 23 Apr 2026US$1.7tUS$532.8b-US$11,118,183,159.4322.4x-149x3.1x
Sat, 21 Mar 2026US$1.6tUS$550.0b-US$10,726,024,818.4623.3x-152x3x
Mon, 16 Feb 2026US$1.8tUS$531.1b-US$10,843,858,533.4525.4x-164.2x3.4x
Wed, 14 Jan 2026US$1.7tUS$536.9bUS$5.2b21.6x330.5x3.2x
Fri, 12 Dec 2025US$1.7tUS$536.4bUS$5.2b19.5x330.1x3.2x
Sun, 09 Nov 2025US$1.6tUS$536.0bUS$4.9b17.8x337.1x3.1x
Tue, 07 Oct 2025US$1.6tUS$527.9bUS$5.7b18.9x285.3x3.1x
Thu, 04 Sep 2025US$1.3tUS$527.7bUS$5.7b18.1x220x2.4x
Sat, 02 Aug 2025US$1.2tUS$525.7bUS$5.3b17.7x221.1x2.2x
Mon, 30 Jun 2025US$1.2tUS$527.7bUS$8.6b8.6x141.8x2.3x
Wed, 28 May 2025US$1.3tUS$527.2bUS$8.6b8.5x148.2x2.4x
Fri, 25 Apr 2025US$972.8bUS$526.9bUS$8.4b19.6x115.9x1.8x
Sun, 23 Mar 2025US$975.9bUS$529.1bUS$9.3b15.8x104.5x1.8x
Tue, 18 Feb 2025US$1.4tUS$534.6bUS$10.7b17.7x131.5x2.6x
Thu, 16 Jan 2025US$1.5tUS$526.8bUS$17.2b16.3x88.5x2.9x
Sat, 14 Dec 2024US$1.6tUS$527.3bUS$17.1b21.2x93.5x3x
Mon, 11 Nov 2024US$1.3tUS$528.1bUS$16.8b16.7x77.1x2.5x
Wed, 09 Oct 2024US$1.0tUS$519.6bUS$17.0b19.3x61.6x2x
Fri, 06 Sep 2024US$960.0bUS$519.7bUS$17.0b13.9x56.5x1.8x
Sun, 04 Aug 2024US$899.8bUS$517.1bUS$16.6b12.8x54.1x1.7x
Tue, 02 Jul 2024US$875.9bUS$509.4bUS$17.4b18x50.4x1.7x
Thu, 30 May 2024US$804.9bUS$509.9bUS$17.5b14.2x46.1x1.6x
Sat, 27 Apr 2024US$790.3bUS$507.8bUS$17.1b16.2x46.1x1.6x
Mon, 25 Mar 2024US$806.9bUS$505.5bUS$18.2b17.7x44.4x1.6x
Wed, 21 Feb 2024US$876.7bUS$500.8bUS$16.6b16.6x52.8x1.8x
Fri, 19 Jan 2024US$916.5bUS$498.2bUS$13.8b15.8x66.2x1.8x
Sun, 17 Dec 2023US$1.1tUS$498.7bUS$13.8b15.6x78.6x2.2x
Tue, 14 Nov 2023US$956.8bUS$497.5bUS$14.0b10.8x68.2x1.9x
Thu, 12 Oct 2023US$1.1tUS$484.8bUS$12.8b12.6x85.8x2.3x
Sat, 09 Sep 2023US$1.1tUS$485.8bUS$13.1b10.6x82.2x2.2x
Mon, 07 Aug 2023US$1.1tUS$483.4bUS$13.6b10.5x81.7x2.3x
Price to Earnings Ratio

81.7x


Total Market Cap: US$1.1tTotal Earnings: US$13.6bTotal Revenue: US$483.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 88.3x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Auto industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
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 4.0% 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 Market0.50%
Consumer Discretionary2.18%
Auto-1.94%
Motorcycle Manufacturers3.22%
Automobile Manufacturers-1.95%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 38% over the next 5 years.
    • This is better than its past earnings decline of 8.7% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 19% 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
    		GM General MotorsUS$88.409.6%
    +US$6.8b    		65.7%PE41.8x
    		F Ford MotorUS$14.865.0%
    +US$2.9b    		34.2%PS0.3x
    		RIVN Rivian AutomotiveUS$16.836.3%
    +US$1.4b    		35.9%PS4.4x
    		LI Li AutoUS$13.499.1%
    +US$1.1b    		-48.3%PS0.8x
    		LCID Lucid GroupUS$8.1225.9%
    +US$651.7m    		-67.0%PS2.3x

    Latest News

    F
    US$14.86
    Ford Motor
    7D
    5.0%
    1Y
    34.2%
    LVWR
    US$2.06
    LiveWire Group
    7D
    167.5%
    1Y
    -45.1%
    AIIO
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    Robo.ai
    7D
    -0.3%
    1Y
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    TSLA
    US$308.85
    Tesla
    7D
    -3.4%
    1Y
    0.2%
    XPEV
    US$12.98
    XPeng
    7D
    1.7%
    1Y
    -28.7%
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    XPEV: Robotaxis And Physical AI Will Drive Future Margin Upside

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    NIO
    US$4.84
    NIO
    7D
    4.3%
    1Y
    -0.6%
    Seeking Alpha • Jul 29

    NIO: Time To Buy (Rating Upgrade)

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    LOT
    US$0.84
    Lotus Technology
    7D
    -7.4%
    1Y
    -58.4%
    New Narrative • Jul 29

    Lotus Technology: A Technology-Driven Luxury EV Brand with a Promising Turnaround Story

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    LI
    US$13.49
    Li Auto
    7D
    9.1%
    1Y
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    RIVN
    US$16.83
    Rivian Automotive
    7D
    6.3%
    1Y
    35.9%
    HOG
    US$24.64
    Harley-Davidson
    7D
    -7.1%
    1Y
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    FFAI
    US$5.35
    Faraday Future Intelligent Electric
    7D
    -50.3%
    1Y
    -98.3%
    Narrative Update • Jul 24

    FFAI: Future Robotics And Embodied AI Ecosystem Will Drive Bullish Repricing

    Analysts have shifted their fair value estimate for Faraday Future Intelligent Electric from $5.00 to $749.99, citing updated assumptions around very large revenue growth, a higher profit margin, and a lower projected future P/E multiple. What's in the News for Faraday Future Intelligent Electric Planned 1 for 149.99925 stock split or significant stock dividend scheduled for July 24, 2026, as disclosed in company filings.
    GM
    US$88.40
    General Motors
    7D
    9.6%
    1Y
    65.7%
    PSNY
    US$14.18
    Polestar Automotive Holding UK
    7D
    -5.7%
    1Y
    -55.8%
    LCID
    US$8.12
    Lucid Group
    7D
    25.9%
    1Y
    -67.0%
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    Lucid: The Q2 Delivery Bounce Is Only Half The Battle

    Summary Lucid Group, Inc. delivered 3,953 EVs in Q2, up ~20% year-over-year, but continues to face significant gross margin challenges. LCID remains deeply unprofitable, losing about $100k per vehicle in Q1, and lacks the scale needed to achieve profitability, for now. Lucid has potential for an upside revaluation if it ramps Gravity SUV production in the second half of the year and narrows its gross losses. Shares trade at a distressed 0.45x price-to-revenue multiple, reflecting ongoing delivery uncertainty and inferior gross margin trajectory versus Rivian. A new delivery forecast is expected with Q2 earnings which could be a positive catalyst for a LCID share price revaluation. Read the full article on Seeking Alpha
    EMPD
    US$3.08
    Empery Digital
    7D
    -9.9%
    1Y
    -69.7%
    GGR
    US$2.83
    Gogoro
    7D
    -19.6%
    1Y
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