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U.S. Auto Industry Analysis

UpdatedAug 22, 2026
DataAggregated Company Financials
Companies47
  • 7D5.5%
  • 3M-13.0%
  • 1Y6.3%
  • YTD-15.8%

In the last week, the Auto industry is up 5.5%, with Tesla up 6.0%. During this same period, the Lucid Group underperformed, falling 11%. In the last 12 months, the industry was up 6.3%. 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
Sat, 22 Aug 2026US$1.6tUS$544.9b-US$11,680,874,375.6815.8x-133.9x2.9x
Mon, 20 Jul 2026US$1.6tUS$539.4b-US$9,834,262,446.5215.3x-165.7x3x
Wed, 17 Jun 2026US$1.8tUS$539.6b-US$9,836,437,326.5817x-178.1x3.2x
Fri, 15 May 2026US$1.9tUS$538.3b-US$10,109,572,830.6923.8x-185.8x3.5x
Sun, 12 Apr 2026US$1.5tUS$550.5b-US$11,300,801,458.7222.4x-134.6x2.8x
Tue, 10 Mar 2026US$1.7tUS$531.5b-US$11,314,403,305.2824.2x-148.7x3.2x
Thu, 05 Feb 2026US$1.8tUS$533.8bUS$2.3b24.5x785.3x3.4x
Sat, 03 Jan 2026US$1.7tUS$536.8bUS$5.2b19.8x329.5x3.2x
Mon, 01 Dec 2025US$1.6tUS$536.0bUS$5.1b21.6x319.7x3.1x
Wed, 29 Oct 2025US$1.7tUS$535.1bUS$4.8b18.9x366.9x3.3x
Fri, 26 Sep 2025US$1.7tUS$527.8bUS$5.8b18.1x291.7x3.2x
Sun, 24 Aug 2025US$1.3tUS$527.6bUS$5.7b18.2x225.8x2.5x
Tue, 22 Jul 2025US$1.3tUS$527.7bUS$8.6b15.3x146.2x2.4x
Thu, 19 Jun 2025US$1.2tUS$527.7bUS$8.6b8.3x140.5x2.3x
Sat, 17 May 2025US$1.3tUS$525.9bUS$8.5b15.1x151.3x2.4x
Mon, 14 Apr 2025US$971.6bUS$528.8bUS$9.4b18.2x103.2x1.8x
Wed, 12 Mar 2025US$966.9bUS$535.3bUS$11.5b18x84.1x1.8x
Fri, 07 Feb 2025US$1.5tUS$534.4bUS$10.7b17.7x137.3x2.7x
Sun, 05 Jan 2025US$1.6tUS$526.9bUS$17.2b17.8x91.6x3x
Tue, 03 Dec 2024US$1.4tUS$527.7bUS$17.2b19.3x79.7x2.6x
Thu, 31 Oct 2024US$1.1tUS$528.0bUS$16.9b20.2x65.1x2.1x
Sat, 28 Sep 2024US$1.1tUS$519.9bUS$17.0b15.1x63.4x2.1x
Mon, 26 Aug 2024US$966.8bUS$517.9bUS$17.0b14.7x56.7x1.9x
Wed, 24 Jul 2024US$1.1tUS$509.5bUS$17.4b15.2x61.7x2.1x
Fri, 21 Jun 2024US$831.4bUS$509.5bUS$17.4b13.8x47.8x1.6x
Sun, 19 May 2024US$821.1bUS$508.7bUS$17.3b15.9x47.5x1.6x
Tue, 16 Apr 2024US$795.5bUS$505.5bUS$18.3b16.2x43.4x1.6x
Thu, 14 Mar 2024US$807.3bUS$504.9bUS$18.1b15.7x44.6x1.6x
Sat, 10 Feb 2024US$874.6bUS$500.9bUS$16.3b16.6x53.8x1.7x
Mon, 08 Jan 2024US$1.0tUS$498.4bUS$13.7b15.6x74.2x2x
Wed, 06 Dec 2023US$1.0tUS$499.1bUS$13.9b12x72.9x2x
Fri, 03 Nov 2023US$932.1bUS$493.1bUS$13.2b10.9x70.8x1.9x
Sun, 01 Oct 2023US$1.1tUS$484.8bUS$12.8b12.8x83.3x2.2x
Tue, 29 Aug 2023US$1.0tUS$486.3bUS$13.5b10.5x76.5x2.1x
Price to Earnings Ratio

76.5x


Total Market Cap: US$1.0tTotal Earnings: US$13.5bTotal Revenue: US$486.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 84.2x202420252026
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 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 Market-1.53%
Consumer Discretionary-0.049%
Auto5.53%
Automobile Manufacturers5.54%
Motorcycle Manufacturers0.87%
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$362.866.0%
    +US$81.3b    		6.7%PE376.5x
    		RIVN Rivian AutomotiveUS$16.9710.5%
    +US$2.3b    		29.6%PS4.2x
    		GM General MotorsUS$87.931.3%
    +US$1.0b    		50.6%PE41.5x
    		LI Li AutoUS$13.056.4%
    +US$769.9m    		-45.8%PS0.8x
    		XPEV XPengUS$12.194.2%
    +US$468.9m    		-48.7%PS1.1x

    Latest News

    TSLA
    US$362.86
    Tesla
    7D
    6.0%
    1Y
    6.7%
    AZIO
    US$1.16
    Azio AI Holdings
    7D
    -22.7%
    1Y
    -51.7%
    AIIO
    US$2.77
    Robo.ai
    7D
    -6.7%
    1Y
    -87.5%
    GM
    US$87.93
    General Motors
    7D
    1.3%
    1Y
    50.6%
    VFS
    US$3.11
    VinFast Auto
    7D
    -1.9%
    1Y
    -10.4%
    NIO
    US$4.63
    NIO
    7D
    2.4%
    1Y
    -27.0%
    RIVN
    US$16.97
    Rivian Automotive
    7D
    10.5%
    1Y
    29.6%
    LCID
    US$5.51
    Lucid Group
    7D
    -11.4%
    1Y
    -72.9%
    Narrative Update • Aug 19

    LCID: Saudi Backing And Operational Reset Will Drive Long Term Upside

    Analysts have trimmed their fair value estimate for Lucid Group from about $15.95 to $14.80, reflecting lower Street price targets in the $5 to $11 range, along with expectations for equity and debt issuance and a shift to a lower future P/E multiple. Analyst Commentary Recent Street research on Lucid Group highlights a mix of caution on funding needs and ratings, alongside pockets of confidence in the company’s liquidity position and execution plans.
    F
    US$14.41
    Ford Motor
    7D
    0.3%
    1Y
    22.7%
    LI
    US$13.05
    Li Auto
    7D
    6.4%
    1Y
    -45.8%
    Narrative Update • Aug 18

    LI: Future Returns Will Struggle As Weaker Model Cycle Pressures Margins

    Li Auto's updated analyst price target moves slightly lower, reflecting recent cuts from $17.20 to $15.60, $18 to $14 and $22 to $18 as analysts factor in more cautious earnings forecasts, a weaker new car cycle, and a more measured profitability outlook, despite some support from higher priced models. Analyst Commentary Recent research on Li Auto shows a cluster of cautious views, with several price targets adjusted lower and only one move to a more neutral stance.
    NIU
    US$1.95
    Niu Technologies
    7D
    -6.3%
    1Y
    -56.9%
    HOG
    US$28.20
    Harley-Davidson
    7D
    1.5%
    1Y
    -1.7%
    EMPD
    US$2.86
    Empery Digital
    7D
    -1.2%
    1Y
    -62.0%
    XPEV
    US$12.19
    XPeng
    7D
    4.2%
    1Y
    -48.7%
    FFAI
    US$3.20
    Faraday Future Intelligent Electric
    7D
    -18.4%
    1Y
    -99.1%
    Narrative Update • Aug 07

    FFAI: Reverse Split And New Robotics Platform Will Drive Future Upside

    Analysts have raised their price target for Faraday Future Intelligent Electric to $48.00 from $3.50. This reflects updated assumptions for profitability, discount rate and a lower future P/E multiple.
    PSNY
    US$13.33
    Polestar Automotive Holding UK
    7D
    -6.5%
    1Y
    -59.2%