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U.S. Auto Industry Analysis

UpdatedJun 09, 2026
DataAggregated Company Financials
Companies49
  • 7D-2.0%
  • 3M2.8%
  • 1Y30.2%
  • YTD-6.2%

Over the last 7 days, the Auto industry has dropped 2.0%, driven by Tesla declining 1.7%. This takes the industry's 12 month performance to a gain of 30%. 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
Tue, 09 Jun 2026US$1.7tUS$539.4b-US$9,835,700,095.2815.8x-170.4x3.1x
Thu, 07 May 2026US$1.7tUS$538.2b-US$10,018,127,982.2924.5x-168.8x3.1x
Sat, 04 Apr 2026US$1.6tUS$550.0b-US$10,890,803,987.5420.6x-143x2.8x
Mon, 02 Mar 2026US$1.7tUS$531.7b-US$11,355,603,106.5224.5x-151.1x3.2x
Wed, 28 Jan 2026US$1.6tUS$534.6bUS$3.1b25.3x530.9x3.1x
Fri, 26 Dec 2025US$1.8tUS$536.7bUS$5.2b19.9x352.5x3.4x
Sun, 23 Nov 2025US$1.5tUS$537.6bUS$5.4b16x277x2.8x
Tue, 21 Oct 2025US$1.7tUS$527.8bUS$5.7b17.6x295.3x3.2x
Thu, 18 Sep 2025US$1.6tUS$527.9bUS$5.7b19.3x281x3x
Sat, 16 Aug 2025US$1.3tUS$526.1bUS$5.6b18.1x225x2.4x
Mon, 14 Jul 2025US$1.2tUS$527.7bUS$8.6b15.8x139.3x2.3x
Wed, 11 Jun 2025US$1.2tUS$527.7bUS$8.4b8.7x139.8x2.2x
Fri, 09 May 2025US$1.1tUS$525.7bUS$8.4b14.1x126.1x2x
Sun, 06 Apr 2025US$929.5bUS$528.9bUS$9.4b18.8x98.7x1.8x
Tue, 04 Mar 2025US$1.2tUS$535.0bUS$11.5b18.2x104.7x2.3x
Thu, 30 Jan 2025US$1.5tUS$532.0bUS$12.8b17.1x119.5x2.9x
Sat, 28 Dec 2024US$1.7tUS$527.0bUS$17.1b18.3x100.6x3.3x
Mon, 25 Nov 2024US$1.4tUS$527.8bUS$17.2b20.3x81.2x2.6x
Wed, 23 Oct 2024US$961.0bUS$523.8bUS$16.9b18.2x56.7x1.8x
Fri, 20 Sep 2024US$981.8bUS$519.8bUS$17.0b12.8x57.8x1.9x
Sun, 18 Aug 2024US$942.1bUS$517.3bUS$16.5b19.5x57x1.8x
Tue, 16 Jul 2024US$1.1tUS$509.6bUS$17.4b19.5x61.3x2.1x
Thu, 13 Jun 2024US$790.7bUS$509.7bUS$17.4b14.7x45.4x1.6x
Sat, 11 May 2024US$801.5bUS$508.6bUS$17.2b17.1x46.7x1.6x
Mon, 08 Apr 2024US$786.4bUS$505.7bUS$18.4b19x42.8x1.6x
Wed, 06 Mar 2024US$864.4bUS$504.9bUS$18.1b17.3x47.9x1.7x
Fri, 02 Feb 2024US$853.5bUS$499.0bUS$18.1b16.1x47.1x1.7x
Sun, 31 Dec 2023US$1.1tUS$498.6bUS$13.7b16.7x77.7x2.1x
Tue, 28 Nov 2023US$1.0tUS$498.3bUS$13.9b11.8x72.4x2x
Thu, 26 Oct 2023US$918.8bUS$488.5bUS$11.1b11.8x82.9x1.9x
Sat, 23 Sep 2023US$1.0tUS$485.9bUS$13.0b10.4x80.1x2.1x
Mon, 21 Aug 2023US$956.9bUS$486.3bUS$13.7b10.8x69.9x2x
Wed, 19 Jul 2023US$1.2tUS$461.6bUS$11.0b10.5x111.8x2.7x
Fri, 16 Jun 2023US$1.1tUS$462.2bUS$11.1b9.2x97.9x2.3x
Price to Earnings Ratio

97.9x


Total Market Cap: US$1.1tTotal Earnings: US$11.1bTotal Revenue: US$462.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 101x202420252026
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 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-2.73%
Consumer Discretionary-3.61%
Auto-1.98%
Motorcycle Manufacturers-0.33%
Automobile Manufacturers-1.98%
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 37% 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
    		GM General MotorsUS$83.771.3%
    +US$982.8m    		74.8%PE31x
    		HOG Harley-DavidsonUS$24.912.3%
    +US$59.0m    		-0.3%PE11.4x
    		PSNY Polestar Automotive Holding UKUS$19.652.7%
    +US$58.9m    		-37.6%PS0.7x
    		MAMO Massimo GroupUS$0.981.1%
    +US$441.4k    		-55.2%PE15.8x

    Latest News

    TSLA
    US$408.95
    Tesla
    7D
    -1.7%
    1Y
    32.5%
    LCID
    US$5.10
    Lucid Group
    7D
    -23.4%
    1Y
    -77.2%
    VFS
    US$3.05
    VinFast Auto
    7D
    -12.1%
    1Y
    -14.6%
    GM
    US$83.77
    General Motors
    7D
    1.3%
    1Y
    74.8%
    Narrative Update • Jun 08

    GM: Future Returns Will Depend On Higher-Margin Trucks And New Revenue Streams

    Analysts have nudged the fair value estimate for General Motors slightly higher to about $94.81 from $93.92, citing Street research that points to potential contributions from higher auto production and new revenue streams in areas such as energy storage, autonomous technologies, robotics, and digital services. Analyst Commentary Recent Street research on General Motors points to a wide range of views on where the stock should trade, with multiple firms adjusting price targets and ratings in both directions.
    PSNY
    US$19.65
    Polestar Automotive Holding UK
    7D
    2.7%
    1Y
    -37.6%
    Narrative Update • Jun 06

    PSNY: US Production Shift And Capital Raise Will Shape Balanced Outlook

    Analysts have reduced their price target for Polestar Automotive Holding UK from $30.00 to $20.00, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple as the key drivers of this change. What's in the News Polestar stock moved up 5.91% on 22 May 2026, with investors reacting to recent presentations that outlined the company’s growth roadmap and new models, and to plans to consolidate Polestar 3 production in the US to help address tariff exposure.
    LOT
    US$1.18
    Lotus Technology
    7D
    -11.3%
    1Y
    -46.4%
    Narrative Update • Jun 05

    LOT: Hybrid Platform And Multi Powertrain Plan Will Support Upside

    Analysts have reduced their price target on Lotus Technology to reflect a slightly lower assumed future P/E multiple of 16.28x, while keeping key inputs such as fair value, discount rate, revenue growth, and profit margin assumptions broadly unchanged. What's in the News Launched Eletre X hyper SUV in Europe, built on the new X-Hybrid architecture with a 900V platform, 70 kWh battery, dual motors delivering up to 952 PS and 935 Nm of torque, EV-only range of up to 350 km and a combined WLTP range targeted at more than 1,200 km, with 20-80% charging in about 9 minutes on a 350 kW DC charger; European deliveries are expected in Q4 2026 and UK deliveries in summer 2027, subject to right hand drive homologation.
    RIVN
    US$16.84
    Rivian Automotive
    7D
    -0.6%
    1Y
    16.9%
    HOG
    US$24.91
    Harley-Davidson
    7D
    2.3%
    1Y
    -0.3%
    Narrative Update • Jun 05

    HOG: Turnaround Plan And Buybacks Will Confront Ongoing Demand And Dealer Risks

    Analysts have raised the implied fair value for Harley-Davidson stock from about $22.14 to $25.45, citing higher Street price targets around $15, along with updated assumptions for slower revenue declines, improved profit margins, and a lower future P/E multiple. Analyst Commentary Recent Street research paints a mixed picture for Harley-Davidson, with several firms lifting price targets while still urging caution on the stock.
    F
    US$15.00
    Ford Motor
    7D
    -9.8%
    1Y
    45.1%
    NIO
    US$5.45
    NIO
    7D
    -8.9%
    1Y
    51.4%
    XPEV
    US$15.83
    XPeng
    7D
    -8.0%
    1Y
    -21.5%
    Narrative Update • Jun 03

    XPEV: Rising Robotaxi Spend Will Constrain Margins And Future Share Returns

    XPeng's analyst price target is modestly adjusted as analysts balance lower targets such as Citi's cut to $22.50 with higher ones like BofA's lift to $25.00, while factoring in margin pressure from rising input costs, growing overseas sales, and emerging businesses including robotaxis and humanoid robots. Analyst Commentary Recent research on XPeng highlights a split in sentiment.
    MAMO
    US$0.98
    Massimo Group
    7D
    1.1%
    1Y
    -55.2%