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U.S. Auto Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies47
  • 7D0.08%
  • 3M-16.8%
  • 1Y46.6%
  • YTD-16.7%

The Auto is pretty flat in the last 7 days, but VinFast Auto has stood out, gaining 34%. The past year has been better, since the industry has gained 47% in that time. Looking forward, earnings are forecast to grow by 35% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$1.6tUS$550.1b-US$10,890,892,585.8720.6x-143x2.8x
Tue, 03 Mar 2026US$1.7tUS$531.7b-US$11,355,603,106.5224.5x-151.1x3.2x
Thu, 29 Jan 2026US$1.6tUS$534.6bUS$3.6b24.1x461.7x3.1x
Sat, 27 Dec 2025US$1.8tUS$536.7bUS$5.2b19.9x352.6x3.4x
Mon, 24 Nov 2025US$1.5tUS$537.6bUS$5.4b16x277x2.8x
Wed, 22 Oct 2025US$1.7tUS$527.7bUS$4.0b17.7x424.7x3.2x
Fri, 19 Sep 2025US$1.6tUS$527.9bUS$5.7b19x283.8x3.1x
Sun, 17 Aug 2025US$1.3tUS$526.1bUS$5.6b18.1x221.9x2.4x
Tue, 15 Jul 2025US$1.2tUS$527.7bUS$8.6b15.7x140.6x2.3x
Thu, 12 Jun 2025US$1.2tUS$527.6bUS$8.6b8.6x143.1x2.3x
Sat, 10 May 2025US$1.1tUS$525.7bUS$8.4b14.2x129.5x2.1x
Mon, 07 Apr 2025US$929.5bUS$528.9bUS$9.4b18.8x98.7x1.8x
Wed, 05 Mar 2025US$1.1tUS$535.2bUS$11.5b18x98x2.1x
Fri, 31 Jan 2025US$1.5tUS$532.5bUS$8.3b17.2x179.4x2.8x
Sun, 29 Dec 2024US$1.6tUS$527.0bUS$17.1b18.3x96.2x3.1x
Tue, 26 Nov 2024US$1.4tUS$527.8bUS$17.2b20.8x81.2x2.6x
Thu, 24 Oct 2024US$964.5bUS$523.7bUS$16.9b18.9x57.2x1.8x
Sat, 21 Sep 2024US$1.0tUS$519.9bUS$17.0b12.6x61.2x2x
Mon, 19 Aug 2024US$942.1bUS$517.3bUS$16.5b19.5x57x1.8x
Wed, 17 Jul 2024US$1.1tUS$509.5bUS$17.4b20.1x61.9x2.1x
Fri, 14 Jun 2024US$827.1bUS$509.6bUS$17.4b14.4x47.5x1.6x
Sun, 12 May 2024US$787.7bUS$508.6bUS$17.2b17.1x45.9x1.5x
Tue, 09 Apr 2024US$786.4bUS$505.7bUS$18.4b20.2x42.8x1.6x
Thu, 07 Mar 2024US$840.3bUS$504.9bUS$18.1b15.4x46.5x1.7x
Sat, 03 Feb 2024US$847.4bUS$498.9bUS$18.1b16x46.7x1.7x
Mon, 01 Jan 2024US$1.1tUS$498.6bUS$13.8b16.7x77.5x2.1x
Wed, 29 Nov 2023US$1.0tUS$498.4bUS$13.9b11.7x72.5x2x
Fri, 27 Oct 2023US$917.1bUS$488.5bUS$11.1b11.7x82.8x1.9x
Sun, 24 Sep 2023US$1.0tUS$485.9bUS$13.0b10.4x80.1x2.1x
Tue, 22 Aug 2023US$956.9bUS$486.3bUS$13.7b10.8x69.9x2x
Thu, 20 Jul 2023US$1.2tUS$461.5bUS$11.0b10.5x111.1x2.7x
Sat, 17 Jun 2023US$1.1tUS$462.2bUS$11.1b9x99.4x2.4x
Mon, 15 May 2023US$770.5bUS$464.7bUS$11.5b5.9x67.2x1.7x
Wed, 12 Apr 2023US$837.4bUS$446.8bUS$7.1b6.6x118.5x1.9x
Price to Earnings Ratio

118.5x


Total Market Cap: US$837.4bTotal Earnings: US$7.1bTotal Revenue: US$446.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 116.3x202420252026
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 2.3x is lower than the industry's current PS ratio of 2.8x.
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 7.2% 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 Market3.46%
Consumer Discretionary2.68%
Auto0.079%
Motorcycle Manufacturers8.00%
Automobile Manufacturers0.064%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 35% over the next 5 years.
    • This is better than its past earnings decline of 51% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 2.8% 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
    		VFS VinFast AutoUS$4.5433.9%
    +US$2.7b    		60.4%PS3.1x
    		NIO NIOUS$6.3018.6%
    +US$2.5b    		82.1%PS1.3x
    		LI Li AutoUS$18.475.8%
    +US$1.0b    		-19.9%PE115.2x
    		F Ford MotorUS$11.602.0%
    +US$922.5m    		21.1%PS0.2x
    		RIVN Rivian AutomotiveUS$15.404.3%
    +US$781.8m    		37.4%PS3.5x

    Latest News

    LI
    US$18.47
    Li Auto
    7D
    5.8%
    1Y
    -19.9%

    LI: Overseas Execution And Mix Management Will Drive Future Re Rating Potential

    Li Auto's updated analyst price target has been reduced by about $3.70, with analysts pointing to softer 2026 volume and margin expectations, a higher mix of lower margin models, and recent downgrades that reflect concerns about delivery trends and profit pressure. Analyst Commentary Recent research paints a mixed but still constructive picture around Li Auto, with several firms adjusting price targets and ratings in response to updated 2026 guidance and margin assumptions.
    LCID
    US$9.96
    Lucid Group
    7D
    6.0%
    1Y
    -56.3%
    RIVN
    US$15.40
    Rivian Automotive
    7D
    4.3%
    1Y
    37.4%

    RIVN: Autonomy Hopes Will Struggle Against Persistent Cash Burn And Losses

    Rivian Automotive's analyst price target has shifted slightly lower to $9.06 from $10.00, as analysts factor in higher projected losses, a more cautious profit margin, and a higher future P/E assumption, partially offset by stronger expected revenue growth and modestly positive readthroughs from recent research on the Uber partnership and upcoming R2 launch. Analyst Commentary Recent research on Rivian shows a split tape of opinions, with some firms leaning more constructive on long term potential and others sharpening their focus on execution risks, cash burn, and valuation.
    WKHS
    US$2.65
    Workhorse Group
    7D
    -4.3%
    1Y
    n/a
    TSLA
    US$360.59
    Tesla
    7D
    -0.3%
    1Y
    50.6%
    GM
    US$72.54
    General Motors
    7D
    -0.6%
    1Y
    64.2%

    General Motors (GM) Stock Analysis: Why The Quant System Says "Strong Buy" | 2-Minute Analysis

    Apr 02
    NIO
    US$6.30
    NIO
    7D
    18.6%
    1Y
    82.1%

    NIO: Future P/E Surge Will Outpace Modest Margin Expectations

    Narrative Update on NIO The updated analyst price target for NIO now reflects a fair value estimate shifted from $3.09 to $4.13. Analysts point to clearer earnings visibility, stronger order momentum in core models, and expectations for healthier margins, even as they factor in a much higher future P/E multiple.
    WGO
    US$30.36
    Winnebago Industries
    7D
    -3.5%
    1Y
    -7.8%

    WGO: FY26 Guidance And RV Demand Outlook May Drive Future Upside

    Winnebago Industries' analyst price target has been trimmed by about $2 to reflect a slightly higher discount rate, more measured revenue growth expectations, modestly firmer profit margins, and a marginally lower future P/E multiple, in line with recent target cuts from several covering analysts. Analyst Commentary Recent research has focused on fine tuning price targets for Winnebago Industries rather than making sweeping changes to ratings or narratives.
    THO
    US$77.36
    THOR Industries
    7D
    -2.2%
    1Y
    8.3%
    VFS
    US$4.54
    VinFast Auto
    7D
    33.9%
    1Y
    60.4%
    F
    US$11.60
    Ford Motor
    7D
    2.0%
    1Y
    21.1%
    XPEV
    US$17.70
    XPeng
    7D
    4.5%
    1Y
    -8.9%
    PSNY
    US$19.93
    Polestar Automotive Holding UK
    7D
    16.5%
    1Y
    -27.4%

    PSNY: Future P/E Repricing Will Support Upside Despite Slower Margin Outlook

    Analyst price targets for Polestar Automotive Holding UK have been revised upward by $14, reflecting updated views on slower projected profit margins, a higher assumed future P/E, and concerns around lower volume growth guidance, capital needs, and the company's autonomy strategy. Analyst Commentary Recent Street research reflects a mixed but generally cautious stance on Polestar Automotive Holding UK, with attention on revised growth expectations, capital requirements, and how these factors feed into valuation assumptions.
    SEV
    US$2.81
    Aptera Motors
    7D
    11.1%
    1Y
    n/a
    AIIO
    US$1.40
    Robo.ai
    7D
    -20.3%
    1Y
    -82.6%