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U.S. Auto Industry Analysis

UpdatedJul 17, 2026
DataAggregated Company Financials
Companies48
  • 7D-3.1%
  • 3M-2.8%
  • 1Y20.0%
  • YTD-10.4%

Over the last 7 days, the Auto industry has dropped 3.1%, driven by Tesla declining 3.8%. Over the past 12 months, the industry was up 20%. As for the next few years, earnings are expected to grow by 36% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 17 Jul 2026US$1.7tUS$539.4b-US$9,835,251,157.3015.7x-171.1x3.1x
Sun, 14 Jun 2026US$1.7tUS$539.5b-US$9,841,315,892.2615.3x-176x3.2x
Tue, 12 May 2026US$1.9tUS$538.3b-US$10,106,958,365.1524.1x-185x3.5x
Thu, 09 Apr 2026US$1.5tUS$550.5b-US$11,300,465,843.2421.9x-133x2.7x
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
Price to Earnings Ratio

97.9x


Total Market Cap: US$1.1tTotal Earnings: US$11.4bTotal Revenue: US$469.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 91.5x202420252026
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 3.1x.
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 4.7% 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-0.88%
Consumer Discretionary0.61%
Auto-3.10%
Motorcycle Manufacturers7.22%
Automobile Manufacturers-3.12%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 36% 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 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
    		F Ford MotorUS$14.194.3%
    +US$2.3b    		27.3%PS0.3x
    		XPEV XPengUS$14.048.2%
    +US$1.0b    		-22.9%PS1.2x
    		GM General MotorsUS$77.721.4%
    +US$964.8m    		46.1%PE28.8x
    		LI Li AutoUS$12.868.0%
    +US$915.9m    		-59.0%PS0.8x
    		NIO NIOUS$4.994.4%
    +US$525.6m    		13.4%PS0.8x

    Latest News

    LI
    US$12.86
    Li Auto
    7D
    8.0%
    1Y
    -59.0%
    NIO
    US$4.99
    NIO
    7D
    4.4%
    1Y
    13.4%
    XPEV
    US$14.04
    XPeng
    7D
    8.2%
    1Y
    -22.9%
    Narrative Update • Jul 15

    XPEV: Physical AI Robotaxis Will Drive Overseas Expansion And Margin Upside

    XPeng's updated fair value estimate has been reduced by about $1.90 to roughly $28.03 per share, as analysts balance stronger overseas growth prospects, margin-driven upside and emerging businesses such as robotaxis and humanoid robots against higher discount-rate assumptions and cost headwinds. Analyst Commentary Street research on XPeng remains mixed, but several bullish analysts see the recent Q1 report as a constructive step for valuation, with an emphasis on overseas growth, margin execution and new business lines such as robotaxis and humanoid robots.
    TSLA
    US$391.06
    Tesla
    7D
    -3.8%
    1Y
    22.4%
    Narrative Update • Jul 15

    TSLA: Safety Scrutiny On Autonomy Will Pressure AI Narrative Premium

    Analysts have nudged their blended fair value target for Tesla higher to about $203 per share from roughly $199, reflecting a mix of upward price target revisions tied to stronger than expected auto and energy deliveries and growing, though still debated, expectations around long-term contributions from Robotaxi, Optimus, and broader physical AI initiatives. Analyst Commentary Research coverage on Tesla continues to cluster around consistent themes, with many investors weighing strong recent delivery data and energy activity against questions on valuation and how quickly Robotaxi, Optimus, and broader physical AI efforts can add meaningfully to financial results.
    RIVN
    US$17.09
    Rivian Automotive
    7D
    -5.7%
    1Y
    32.5%
    F
    US$14.19
    Ford Motor
    7D
    4.3%
    1Y
    27.3%
    GM
    US$77.72
    General Motors
    7D
    1.4%
    1Y
    46.1%
    PSNY
    US$15.14
    Polestar Automotive Holding UK
    7D
    -15.7%
    1Y
    -54.9%
    LCID
    US$6.46
    Lucid Group
    7D
    10.8%
    1Y
    -79.3%
    Seeking Alpha • Jul 10

    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
    SEV
    US$1.91
    Aptera Motors
    7D
    -7.7%
    1Y
    n/a
    HOG
    US$26.81
    Harley-Davidson
    7D
    7.9%
    1Y
    13.3%
    Narrative Update • Jul 07

    HOG: Back To The Bricks Execution Risks Will Likely Cap Future Upside

    The analyst price target for Harley-Davidson has been raised to $30 per share from $25, as analysts point to the updated Back to the Bricks plan, a sharper dealer-focused model, and more disciplined new bike introductions that they expect to support additional customization and upsell opportunities. Analyst Commentary Recent analyst moves around Harley-Davidson highlight a mixed backdrop, with some raising price targets while others stay cautious on execution and growth expectations tied to the Back to the Bricks plan.
    FFAI
    US$0.12
    Faraday Future Intelligent Electric
    7D
    -42.2%
    1Y
    -95.0%
    Narrative Update • Jun 26

    FFAI: Fresh Capital Raise Will Support Emerging Robotics Revenue Potential

    Analysts have reduced their fair value estimate for Faraday Future Intelligent Electric from $5.00 to $3.50, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E levels. What's in the News for Faraday Future Intelligent Electric Expanded EAI robotics lineup with the launch of the full-form FF EAI Robot World, including the All-New Futurist humanoid robot priced at US$89,900 and the FF Faber industrial-grade mobile manipulator series, aimed at commercial, industrial, education, and home use.
    DCX
    US$0.92
    Digital Currency X Technology
    7D
    -14.8%
    1Y
    -99.9%
    LOT
    US$1.06
    Lotus Technology
    7D
    -8.6%
    1Y
    -55.5%
    Narrative Update • Jun 25

    LOT: Multi Powertrain Focus 2030 Plan Will Drive Future Upside

    Analysts have maintained their price target for Lotus Technology at $2.40, citing unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Lotus Technology Lotus Technology filed its 20-F for the year ended December 31, 2025, with auditor Grant Thornton Zhitong Certified Public Accountants LLP issuing an unqualified opinion that expresses doubt about the company’s ability to continue as a going concern.
    THO
    US$77.43
    THOR Industries
    7D
    5.7%
    1Y
    -13.7%
    EMPD
    US$3.36
    Empery Digital
    7D
    -11.6%
    1Y
    -84.5%