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U.S. Auto Industry Analysis

UpdatedMay 23, 2026
DataAggregated Company Financials
Companies49
  • 7D1.0%
  • 3M2.6%
  • 1Y23.7%
  • YTD-3.2%

Over the last 7 days, the Auto industry has risen 1.0%, driven by gains from Tesla of 0.9%. During this same period, the Li Auto underperformed, falling 14%. This means that the industry has gained 24% over the past year. 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
Sat, 23 May 2026US$1.8tUS$540.3b-US$9,198,318,304.2418.2x-192.2x3.3x
Mon, 20 Apr 2026US$1.7tUS$550.6b-US$11,312,363,060.9423.1x-152.4x3.1x
Wed, 18 Mar 2026US$1.7tUS$531.5b-US$10,783,911,835.3023.5x-155.9x3.2x
Fri, 13 Feb 2026US$1.8tUS$531.6b-US$10,780,127,596.3025.5x-168.5x3.4x
Sun, 11 Jan 2026US$1.7tUS$536.9bUS$5.2b20.6x327.7x3.2x
Tue, 09 Dec 2025US$1.7tUS$536.3bUS$5.2b19.5x334x3.2x
Thu, 06 Nov 2025US$1.7tUS$535.1bUS$5.0b17.9x334.5x3.1x
Sat, 04 Oct 2025US$1.7tUS$527.8bUS$5.7b19x288.7x3.1x
Mon, 01 Sep 2025US$1.3tUS$527.6bUS$5.7b17.9x222.5x2.4x
Wed, 30 Jul 2025US$1.2tUS$523.8bUS$7.3b15.8x170x2.4x
Fri, 27 Jun 2025US$1.2tUS$527.8bUS$8.6b8.4x143.2x2.3x
Sun, 25 May 2025US$1.3tUS$527.3bUS$8.6b8.4x148.3x2.4x
Tue, 22 Apr 2025US$936.6bUS$528.8bUS$9.4b18.1x99.5x1.8x
Thu, 20 Mar 2025US$903.1bUS$528.9bUS$9.5b15.8x94.6x1.7x
Sat, 15 Feb 2025US$1.4tUS$534.6bUS$10.7b17.7x131x2.6x
Mon, 13 Jan 2025US$1.5tUS$526.8bUS$17.2b17.2x88.2x2.9x
Wed, 11 Dec 2024US$1.5tUS$527.5bUS$17.1b21.6x88.5x2.9x
Fri, 08 Nov 2024US$1.2tUS$528.7bUS$16.9b17.9x70.4x2.2x
Sun, 06 Oct 2024US$1.1tUS$519.6bUS$17.0b19.5x62.6x2x
Tue, 03 Sep 2024US$948.9bUS$518.3bUS$16.9b14.4x56.3x1.8x
Thu, 01 Aug 2024US$986.2bUS$516.5bUS$16.6b13.3x59.6x1.9x
Sat, 29 Jun 2024US$874.8bUS$509.4bUS$17.4b18.3x50.4x1.7x
Mon, 27 May 2024US$816.7bUS$509.9bUS$17.4b14.4x47x1.6x
Wed, 24 Apr 2024US$713.3bUS$508.6bUS$19.0b15.8x37.6x1.4x
Fri, 22 Mar 2024US$827.0bUS$505.7bUS$18.2b17.5x45.6x1.6x
Sun, 18 Feb 2024US$895.6bUS$500.7bUS$16.6b16.6x54x1.8x
Tue, 16 Jan 2024US$951.6bUS$498.4bUS$13.7b15.7x69.2x1.9x
Thu, 14 Dec 2023US$1.0tUS$498.5bUS$13.8b14.9x73.8x2x
Sat, 11 Nov 2023US$908.6bUS$497.5bUS$14.0b10.7x64.8x1.8x
Mon, 09 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x84.9x2.2x
Wed, 06 Sep 2023US$1.1tUS$486.0bUS$13.0b10.7x83.9x2.3x
Fri, 04 Aug 2023US$1.1tUS$483.4bUS$13.6b10.8x83.7x2.3x
Sun, 02 Jul 2023US$1.1tUS$461.3bUS$11.1b9.8x101x2.4x
Tue, 30 May 2023US$856.1bUS$463.8bUS$11.7b5.8x73.4x1.8x
Price to Earnings Ratio

73.4x


Total Market Cap: US$856.1bTotal Earnings: US$11.7bTotal Revenue: US$463.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 105.2x202420252026
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 3.3x.
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 5.2% 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 Market1.01%
Consumer Discretionary1.66%
Auto1.04%
Automobile Manufacturers1.05%
Motorcycle Manufacturers-5.71%
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$426.010.9%
    +US$14.2b    		25.5%PE414.3x
    		F Ford MotorUS$14.9311.4%
    +US$6.1b    		44.1%PS0.3x
    		GM General MotorsUS$78.795.2%
    +US$3.5b    		61.8%PE29.2x
    		RIVN Rivian AutomotiveUS$14.223.1%
    +US$550.4m    		-9.0%PS3.3x
    		THO THOR IndustriesUS$77.014.0%
    +US$154.1m    		-3.3%PE13.5x

    Latest News

    NIO
    US$5.20
    NIO
    7D
    -14.8%
    1Y
    36.1%
    LCID
    US$5.84
    Lucid Group
    7D
    -3.3%
    1Y
    -77.2%
    VFS
    US$3.57
    VinFast Auto
    7D
    -6.8%
    1Y
    2.0%
    F
    US$14.93
    Ford Motor
    7D
    11.4%
    1Y
    44.1%
    THO
    US$77.01
    THOR Industries
    7D
    4.0%
    1Y
    -3.3%
    LI
    US$15.89
    Li Auto
    7D
    -14.2%
    1Y
    -45.0%
    NIU
    US$2.40
    Niu Technologies
    7D
    -15.5%
    1Y
    -40.7%
    PSNY
    US$22.25
    Polestar Automotive Holding UK
    7D
    1.8%
    1Y
    -34.9%
    WGO
    US$29.78
    Winnebago Industries
    7D
    3.3%
    1Y
    -11.3%
    RIVN
    US$14.22
    Rivian Automotive
    7D
    3.1%
    1Y
    -9.0%
    Narrative Update • May 20

    RIVN: Future Losses And Cash Burn Will Overshadow R2 Platform Progress

    Analysts have nudged their fair value estimate on Rivian higher, with the implied long term price target moving from about $9.06 to around $9.42. This reflects slightly stronger revenue growth expectations, a modestly lower discount rate, and a reduced future P/E assumption, despite largely unchanged long run profit margin estimates.
    XPEV
    US$15.59
    XPeng
    7D
    -0.2%
    1Y
    -22.1%
    GM
    US$78.79
    General Motors
    7D
    5.2%
    1Y
    61.8%
    TSLA
    US$426.01
    Tesla
    7D
    0.9%
    1Y
    25.5%
    HOG
    US$23.73
    Harley-Davidson
    7D
    -5.8%
    1Y
    -2.3%
    LOT
    US$1.35
    Lotus Technology
    7D
    -3.6%
    1Y
    -36.6%
    Narrative Update • May 16

    LOT: Hybrid Rollout And Higher Future P/E Will Support Upside

    Analysts have maintained their fair value estimate for Lotus Technology at $2.40 while updating assumptions, including a higher discount rate and a slightly higher future P/E. These revisions inform the latest price target and reflect their current view of the stock’s risk and earnings profile.
    SEV
    US$2.49
    Aptera Motors
    7D
    6.4%
    1Y
    n/a