Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Auto Industry Analysis

UpdatedAug 28, 2026
DataAggregated Company Financials
Companies48
  • 7D2.4%
  • 3M-17.6%
  • 1Y2.0%
  • YTD-17.8%

In the last week, the Auto industry is up 2.4%, with Tesla up 2.8%. In the same time, Li Auto was down 5.7%. Despite this gain, the industry's performance has been flat 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
Fri, 28 Aug 2026US$1.6tUS$544.6b-US$12,409,043,554.6515.1x-126.2x2.9x
Sun, 26 Jul 2026US$1.4tUS$546.0b-US$10,494,638,342.4115.8x-136.7x2.6x
Tue, 23 Jun 2026US$1.7tUS$539.5b-US$9,831,365,923.5015.8x-174.8x3.2x
Thu, 21 May 2026US$1.8tUS$538.3b-US$10,147,933,114.0517.9x-173.1x3.3x
Sat, 18 Apr 2026US$1.7tUS$550.6b-US$11,312,154,381.2223.1x-148.2x3x
Mon, 16 Mar 2026US$1.7tUS$531.5b-US$10,778,149,339.4623.4x-154.2x3.1x
Wed, 11 Feb 2026US$1.8tUS$533.8bUS$2.1b22.8x839.6x3.3x
Fri, 09 Jan 2026US$1.7tUS$536.8bUS$5.2b20.2x318.5x3.1x
Sun, 07 Dec 2025US$1.7tUS$536.3bUS$5.2b18.9x334.1x3.2x
Tue, 04 Nov 2025US$1.7tUS$535.0bUS$4.8b18.2x363.2x3.2x
Thu, 02 Oct 2025US$1.7tUS$527.9bUS$5.7b18.3x293.8x3.2x
Sat, 30 Aug 2025US$1.3tUS$527.6bUS$5.7b17.9x222.7x2.4x
Mon, 28 Jul 2025US$1.2tUS$523.9bUS$7.3b15.9x166.4x2.3x
Wed, 25 Jun 2025US$1.3tUS$527.7bUS$8.6b8.5x148.2x2.4x
Fri, 23 May 2025US$1.3tUS$527.2bUS$8.6b8.5x149.4x2.4x
Sun, 20 Apr 2025US$936.6bUS$528.8bUS$9.4b18.2x99.4x1.8x
Tue, 18 Mar 2025US$940.6bUS$528.4bUS$9.5b15.7x98.5x1.8x
Thu, 13 Feb 2025US$1.3tUS$534.3bUS$10.7b17.9x122x2.4x
Sat, 11 Jan 2025US$1.5tUS$526.8bUS$17.2b17.2x88.5x2.9x
Mon, 09 Dec 2024US$1.5tUS$527.4bUS$17.1b21.5x88.1x2.9x
Wed, 06 Nov 2024US$1.0tUS$529.0bUS$16.9b17.8x61.6x2x
Fri, 04 Oct 2024US$1.0tUS$519.8bUS$17.0b19.4x61x2x
Sun, 01 Sep 2024US$948.9bUS$518.4bUS$16.8b14.4x56.3x1.8x
Tue, 30 Jul 2024US$947.5bUS$516.3bUS$16.5b13.1x57.5x1.8x
Thu, 27 Jun 2024US$842.8bUS$509.4bUS$17.4b17.8x48.5x1.7x
Sat, 25 May 2024US$796.5bUS$509.9bUS$17.4b14.4x45.9x1.6x
Mon, 22 Apr 2024US$711.5bUS$505.5bUS$18.4b16x38.7x1.4x
Wed, 20 Mar 2024US$807.5bUS$504.7bUS$18.1b15.8x44.7x1.6x
Fri, 16 Feb 2024US$855.5bUS$500.9bUS$16.6b16.7x51.6x1.7x
Sun, 14 Jan 2024US$951.6bUS$498.3bUS$13.8b15.7x69.2x1.9x
Tue, 12 Dec 2023US$1.0tUS$498.4bUS$13.8b14.8x74.8x2.1x
Thu, 09 Nov 2023US$959.7bUS$494.0bUS$13.4b10.8x71.5x1.9x
Sat, 07 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x84.9x2.2x
Mon, 04 Sep 2023US$1.1tUS$486.1bUS$13.0b11x81.7x2.2x
Price to Earnings Ratio

81.7x


Total Market Cap: US$1.1tTotal Earnings: US$13.0bTotal Revenue: US$486.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 83.1x202420252026
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 2.9x.
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 3.9% 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 Market1.16%
Consumer Discretionary-1.02%
Auto2.35%
Automobile Manufacturers2.35%
Motorcycle Manufacturers2.29%
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 8.7% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 21% 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$354.812.8%
    +US$38.2b    		2.6%PE368.2x
    		RIVN Rivian AutomotiveUS$16.804.9%
    +US$1.1b    		23.2%PS4.1x
    		LOT Lotus TechnologyUS$1.2515.7%
    +US$109.2m    		-41.0%PS1.5x
    		VFS VinFast AutoUS$3.151.0%
    +US$70.2m    		-9.0%PS2x
    		LVWR LiveWire GroupUS$1.3620.4%
    +US$47.2m    		-66.0%PS8.9x

    Latest News

    GM
    US$86.18
    General Motors
    7D
    0.03%
    1Y
    47.3%
    F
    US$13.95
    Ford Motor
    7D
    -0.3%
    1Y
    19.1%
    LOT
    US$1.25
    Lotus Technology
    7D
    15.7%
    1Y
    -41.0%
    AIIO
    US$2.36
    Robo.ai
    7D
    -20.5%
    1Y
    -91.4%
    LI
    US$12.18
    Li Auto
    7D
    -5.7%
    1Y
    -47.6%
    PSNY
    US$12.52
    Polestar Automotive Holding UK
    7D
    -5.1%
    1Y
    -67.6%
    LCID
    US$5.09
    Lucid Group
    7D
    -9.5%
    1Y
    -75.4%
    Seeking Alpha • Aug 26

    Lucid: An EV Turnaround Play With Significant Upside

    Summary Lucid Group, Inc. is set to deliver the high-performance Lucid Gravity GT-S in Q4, targeting premium buyers and aiming to lift average selling prices. Despite new product catalysts, LCID's negative gross margin of 105% in Q2 and lack of 2026 delivery guidance weigh heavily on the investment case. Management identified $1.4 billion in potential cost savings, focusing on inventory optimization and faster cash conversion. LCID trades at a highly compressed 0.59x FY2027 P/S ratio, but revaluation depends on drastic cost reduction and delivery ramp-up within 12–18 months. Read the full article on Seeking Alpha
    TSLA
    US$354.81
    Tesla
    7D
    2.8%
    1Y
    2.6%
    Narrative Update • Aug 26

    TSLA: Physical AI And Energy Buildout Will Drive Future Autonomy Upside

    Analysts trimmed the Tesla fair value estimate from about $421 to $390. This reflects slightly lower assumed profit margins and valuation multiples, even as projected revenue growth edges higher and higher risk assumptions are applied.
    XPEV
    US$11.33
    XPeng
    7D
    -5.6%
    1Y
    -48.3%
    VFS
    US$3.15
    VinFast Auto
    7D
    1.0%
    1Y
    -9.0%
    LVWR
    US$1.36
    LiveWire Group
    7D
    20.4%
    1Y
    -66.0%
    NIO
    US$4.36
    NIO
    7D
    -3.8%
    1Y
    -33.0%
    THO
    US$76.31
    THOR Industries
    7D
    -3.1%
    1Y
    -30.5%
    Seeking Alpha • Aug 20

    Thor Industries: Limited Upside, Negative Operating Leverage (Rating Downgrade)

    Summary Thor Industries is rated 'Hold' now with a $60/share price target, reflecting limited upside amid stalled US RV recovery and negative operating leverage. Current US RV market trends show demand and shipments well below COVID-19 peaks, with 2026 recovery forecasts proving overly optimistic and industry deliveries cut to under 315k units. THO's financial profile is challenged by declining EPS, a BB credit rating, and sub-2.6% yield, while European operations provide stability but insufficient offset to US weakness. Valuation is unattractive above $80–$90/share; meaningful upside requires margin normalization and US towables recovery, neither of which are visible in near-term forecasts. Read the full article on Seeking Alpha
    RIVN
    US$16.80
    Rivian Automotive
    7D
    4.9%
    1Y
    23.2%
    HOG
    US$27.84
    Harley-Davidson
    7D
    0.8%
    1Y
    -3.4%
    EMPD
    US$3.13
    Empery Digital
    7D
    9.8%
    1Y
    -55.2%