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U.S. Auto Industry Analysis

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies48
  • 7D-5.9%
  • 3M3.4%
  • 1Y14.2%
  • YTD-14.0%

Over the last 7 days, the Auto industry has dropped 5.9%, driven by a pullback from Tesla of 6.3%. Meanwhile, THOR Industries actually outperformed within the industry, gaining 7.7% in the last week. This takes the industry's 12 month performance to a gain of 14%. Looking forward, earnings are forecast to grow by 37% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jun 2026US$1.6tUS$539.3b-US$9,828,004,326.0315.5x-163x3x
Sun, 24 May 2026US$1.8tUS$540.3b-US$9,196,566,300.2418.2x-196.1x3.3x
Tue, 21 Apr 2026US$1.7tUS$550.6b-US$11,312,424,654.9722.9x-152.4x3.1x
Thu, 19 Mar 2026US$1.7tUS$531.6b-US$10,788,783,467.9723.1x-157.2x3.2x
Sat, 14 Feb 2026US$1.8tUS$531.1b-US$10,843,858,533.4525.4x-163.5x3.3x
Mon, 12 Jan 2026US$1.7tUS$536.9bUS$5.2b20.6x327.7x3.2x
Wed, 10 Dec 2025US$1.7tUS$536.3bUS$5.2b19.4x328x3.2x
Fri, 07 Nov 2025US$1.7tUS$536.0bUS$4.9b17.9x359.2x3.3x
Sun, 05 Oct 2025US$1.6tUS$527.8bUS$5.7b19x285.3x3.1x
Tue, 02 Sep 2025US$1.3tUS$527.6bUS$5.7b17.9x222.5x2.4x
Thu, 31 Jul 2025US$1.2tUS$523.8bUS$7.3b15.7x167.3x2.3x
Sat, 28 Jun 2025US$1.2tUS$527.7bUS$8.6b8.6x141.7x2.3x
Mon, 26 May 2025US$1.3tUS$527.3bUS$8.6b8.4x148.3x2.4x
Wed, 23 Apr 2025US$890.5bUS$528.7bUS$9.4b18.8x94.5x1.7x
Fri, 21 Mar 2025US$941.0bUS$528.8bUS$9.6b15.8x98.5x1.8x
Sun, 16 Feb 2025US$1.4tUS$534.6bUS$10.7b17.7x131.5x2.6x
Tue, 14 Jan 2025US$1.5tUS$526.7bUS$17.2b15.8x88.2x2.9x
Thu, 12 Dec 2024US$1.5tUS$527.4bUS$17.1b21.6x90.4x2.9x
Sat, 09 Nov 2024US$1.2tUS$528.1bUS$17.0b16.7x71.6x2.3x
Mon, 07 Oct 2024US$1.1tUS$519.6bUS$17.0b19.5x62.6x2x
Wed, 04 Sep 2024US$948.9bUS$518.3bUS$16.9b14.1x56.3x1.8x
Fri, 02 Aug 2024US$986.2bUS$516.4bUS$16.6b13.1x59.6x1.9x
Sun, 30 Jun 2024US$875.9bUS$509.4bUS$17.4b18.3x50.4x1.7x
Tue, 28 May 2024US$816.7bUS$509.9bUS$17.4b14.4x47x1.6x
Thu, 25 Apr 2024US$713.4bUS$506.5bUS$17.6b16x40.5x1.4x
Sat, 23 Mar 2024US$806.9bUS$505.5bUS$18.2b17.7x44.4x1.6x
Mon, 19 Feb 2024US$895.6bUS$500.7bUS$16.6b16.6x54x1.8x
Wed, 17 Jan 2024US$951.6bUS$498.3bUS$13.7b15.8x69.3x1.9x
Fri, 15 Dec 2023US$1.0tUS$498.8bUS$13.8b15.9x74.7x2.1x
Sun, 12 Nov 2023US$923.0bUS$497.5bUS$14.0b10.7x65.8x1.9x
Tue, 10 Oct 2023US$1.1tUS$484.8bUS$12.8b12.3x84.5x2.2x
Thu, 07 Sep 2023US$1.1tUS$485.9bUS$13.0b10.7x82.6x2.2x
Sat, 05 Aug 2023US$1.1tUS$483.4bUS$13.6b10.5x81.7x2.3x
Mon, 03 Jul 2023US$1.1tUS$461.3bUS$11.0b9.8x101.7x2.4x
Price to Earnings Ratio

101.7x


Total Market Cap: US$1.1tTotal Earnings: US$11.0bTotal Revenue: US$461.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 96.8x202420252026
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 2.4x is lower than the industry's current PS ratio of 3.0x.
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 5.3% 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-2.68%
Consumer Discretionary-4.53%
Auto-5.93%
Motorcycle Manufacturers-2.16%
Automobile Manufacturers-5.94%
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 9.5% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 14% 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
    		THO THOR IndustriesUS$77.957.7%
    +US$290.0m    		-12.1%PE15.5x
    		F Ford MotorUS$14.110.4%
    +US$199.2m    		32.7%PS0.3x
    		AIIO Robo.aiUS$3.9030.9%
    +US$128.3m    		-89.2%PS572.3x
    		VFS VinFast AutoUS$3.081.3%
    +US$93.6m    		-12.5%PS2x
    		WGO Winnebago IndustriesUS$30.887.7%
    +US$62.5m    		7.9%PE22.7x

    Latest News

    GM
    US$78.53
    General Motors
    7D
    -1.0%
    1Y
    59.7%
    WGO
    US$30.88
    Winnebago Industries
    7D
    7.7%
    1Y
    7.9%
    NIO
    US$4.73
    NIO
    7D
    -5.8%
    1Y
    38.3%
    Seeking Alpha • Jun 25

    NIO Nears Technical Bottom: SUV Drives Higher Deliveries And Richer Margins

    Summary NIO's YTD vehicle deliveries surged +68.7% YoY while outpacing peers, with the strong demand for its large SUV model, ES8, triggering the ambitious FQ2'26 guidance. Margin expansion across vehicle/other sales segments is evident as well, thanks to the higher ASPs and the improved manufacturing/operating leverage. Further growth inflection is likely from FQ2'26 onwards, given NIO's accelerated delivery volume cadence, the upcoming launch of premium ES9 model, and the growing ONVO/Firefly delivery ratio. Thanks to the recent correction, the double-digit top-line growth prospects, and the ongoing bottom-line inflection, the stock trades at a cheap EV/Sales valuation of 0.66x. NIO is an even better Buy here, given the materialization of my Buy Zones along the uptrend support line established since the April 2025 bottom. Read the full article on Seeking Alpha
    F
    US$14.11
    Ford Motor
    7D
    0.4%
    1Y
    32.7%
    Seeking Alpha • Jun 25

    Ford's Selloff Is A Gift As It Pushed The Dividend Yield Past 4%

    Summary Ford offers a compelling 4.29% dividend yield as its share price consolidates, presenting an attractive entry for income investors. F raised full-year profit guidance after a Q1 beat, with strong cash flow coverage and recurring high-margin software revenue growth supporting dividend durability. Ford’s valuation is undemanding, trading at less than 9x 2026 earnings, with EPS expected to grow at least 12% annually through 2028. Key catalysts include Ford Energy’s battery storage push, expanding software/services mix, and macro tailwinds from falling energy prices and potential Fed policy shifts. Read the full article on Seeking Alpha
    LI
    US$11.83
    Li Auto
    7D
    -10.4%
    1Y
    -57.8%
    LCID
    US$5.12
    Lucid Group
    7D
    -4.5%
    1Y
    -76.7%
    VFS
    US$3.08
    VinFast Auto
    7D
    1.3%
    1Y
    -12.5%
    TSLA
    US$375.12
    Tesla
    7D
    -6.3%
    1Y
    15.1%
    PSNY
    US$18.97
    Polestar Automotive Holding UK
    7D
    -5.5%
    1Y
    -42.5%
    Narrative Update • Jun 22

    PSNY: Telematics Integration And US Production Shift Will Shape Balanced Outlook

    Analysts have kept their $20.00 price target on Polestar Automotive Holding UK unchanged, citing only minor adjustments to underlying assumptions such as revenue growth, profit margin and future P/E expectations. What's in the News for Polestar Automotive Holding UK Polestar vehicles are now integrated into Geotab's OEM telematics network, giving commercial fleet operators direct access to Polestar data in the MyGeotab platform without aftermarket hardware installation.
    RIVN
    US$14.86
    Rivian Automotive
    7D
    -10.0%
    1Y
    6.8%
    THO
    US$77.95
    THOR Industries
    7D
    7.7%
    1Y
    -12.1%
    XPEV
    US$12.19
    XPeng
    7D
    -7.7%
    1Y
    -32.1%
    MAMO
    US$0.96
    Massimo Group
    7D
    2.7%
    1Y
    -56.1%
    AIIO
    US$3.90
    Robo.ai
    7D
    30.9%
    1Y
    -89.2%
    CENN
    US$3.66
    Cenntro
    7D
    10.6%
    1Y
    -92.0%