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U.S. Auto Industry Analysis

UpdatedAug 24, 2026
DataAggregated Company Financials
Companies47
  • 7D6.6%
  • 3M-14.6%
  • 1Y4.6%
  • YTD-15.8%

Over the last 7 days, the Auto industry has risen 5.5%, driven by gains from Tesla of 6.9%. In the same time, Lucid Group was down 11%. This takes the industry's 12 month performance to a gain of 6.3%. As for the next few years, earnings are expected to grow by 36% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 24 Aug 2026US$1.6tUS$544.9b-US$11,679,756,435.6815.8x-140.4x3x
Wed, 22 Jul 2026US$1.6tUS$540.4b-US$9,325,289,867.3715.2x-170x2.9x
Fri, 19 Jun 2026US$1.7tUS$539.5b-US$9,833,315,618.1415.1x-173.1x3.2x
Sun, 17 May 2026US$1.8tUS$538.2b-US$10,136,698,577.6323.4x-176x3.3x
Tue, 14 Apr 2026US$1.5tUS$550.5b-US$11,299,820,934.6722.2x-135.8x2.8x
Thu, 12 Mar 2026US$1.7tUS$533.9b-US$10,276,997,114.6123.9x-168.3x3.2x
Sat, 07 Feb 2026US$1.7tUS$533.9bUS$2.3b23.9x744.5x3.2x
Mon, 05 Jan 2026US$1.7tUS$536.8bUS$5.2b19.8x322.2x3.1x
Wed, 03 Dec 2025US$1.6tUS$536.0bUS$5.1b22.5x318.4x3x
Fri, 31 Oct 2025US$1.7tUS$535.0bUS$4.8b18.2x367.1x3.3x
Sun, 28 Sep 2025US$1.7tUS$527.8bUS$5.8b18.4x290.8x3.2x
Tue, 26 Aug 2025US$1.3tUS$527.7bUS$5.7b18.2x225.8x2.5x
Thu, 24 Jul 2025US$1.3tUS$527.8bUS$8.6b16x147x2.4x
Sat, 21 Jun 2025US$1.2tUS$527.7bUS$8.6b8.4x140.7x2.3x
Mon, 19 May 2025US$1.3tUS$525.9bUS$8.5b15.1x154.3x2.5x
Wed, 16 Apr 2025US$977.5bUS$528.7bUS$9.4b18x103.7x1.8x
Fri, 14 Mar 2025US$1.1tUS$535.2bUS$11.5b18x91.9x2x
Sun, 09 Feb 2025US$1.4tUS$534.4bUS$10.7b18.6x132x2.6x
Tue, 07 Jan 2025US$1.6tUS$526.9bUS$17.2b17.2x91.5x3x
Thu, 05 Dec 2024US$1.4tUS$527.7bUS$17.2b18.7x80.7x2.6x
Sat, 02 Nov 2024US$1.1tUS$529.1bUS$16.9b17.5x62.7x2x
Mon, 30 Sep 2024US$1.1tUS$519.9bUS$17.0b15.1x64.7x2.1x
Wed, 28 Aug 2024US$943.3bUS$517.9bUS$17.0b14.1x55.4x1.8x
Fri, 26 Jul 2024US$945.9bUS$516.3bUS$16.4b13.8x57.7x1.8x
Sun, 23 Jun 2024US$825.2bUS$509.4bUS$17.4b18.2x47.5x1.6x
Tue, 21 May 2024US$821.1bUS$508.6bUS$17.3b14.9x47.5x1.6x
Thu, 18 Apr 2024US$742.3bUS$505.5bUS$18.4b16.4x40.4x1.5x
Sat, 16 Mar 2024US$776.8bUS$504.8bUS$18.1b15.7x42.9x1.5x
Mon, 12 Feb 2024US$874.6bUS$500.9bUS$16.3b16.6x53.8x1.7x
Wed, 10 Jan 2024US$1.0tUS$498.4bUS$13.7b15.9x73.5x2x
Fri, 08 Dec 2023US$1.0tUS$498.5bUS$13.7b14.7x75.6x2.1x
Sun, 05 Nov 2023US$954.2bUS$493.2bUS$13.2b11.4x72.4x1.9x
Tue, 03 Oct 2023US$1.1tUS$484.8bUS$12.8b12.8x83.3x2.2x
Thu, 31 Aug 2023US$1.1tUS$486.1bUS$13.0b10.8x84.4x2.3x
Price to Earnings Ratio

84.4x


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 83.9x202420252026
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 3.0x.
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-1.19%
Consumer Discretionary0.85%
Auto6.59%
Automobile Manufacturers6.60%
Motorcycle Manufacturers3.61%
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 20% 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$362.866.9%
    +US$93.1b    		4.7%PE376.5x
    		GM General MotorsUS$87.934.2%
    +US$3.1b    		50.9%PE41.5x
    		RIVN Rivian AutomotiveUS$16.9714.1%
    +US$3.0b    		29.4%PS4.2x
    		F Ford MotorUS$14.412.6%
    +US$1.4b    		21.9%PS0.3x
    		LI Li AutoUS$13.056.4%
    +US$772.5m    		-45.8%PS0.8x

    Latest News

    GM
    US$87.93
    General Motors
    7D
    4.2%
    1Y
    50.9%
    LI
    US$13.05
    Li Auto
    7D
    6.4%
    1Y
    -45.8%
    NIU
    US$1.95
    Niu Technologies
    7D
    -4.9%
    1Y
    -57.0%
    Seeking Alpha • Aug 23

    Niu Technologies: A Disappointing Report Comes With A Silver Lining

    Summary The Q2 FY2026 report was a disappointment overall because while it puts NIU on track to end FY2026 with new records, earnings also got worse. The decrease in earnings are the result of several factors and there is reason to think this decrease is not something permanent. There is a silver lining to be found because NIU is still in position to improve over time, which combines well with its relatively low valuations. The bottom line can improve as long as the top line improves, which is why I am bullish on NIU with a buy rating. Read the full article on Seeking Alpha
    TSLA
    US$362.86
    Tesla
    7D
    6.9%
    1Y
    4.7%
    AIIO
    US$2.77
    Robo.ai
    7D
    -3.8%
    1Y
    -90.0%
    VFS
    US$3.11
    VinFast Auto
    7D
    -0.3%
    1Y
    -11.1%
    FFAI
    US$3.20
    Faraday Future Intelligent Electric
    7D
    -14.0%
    1Y
    -99.1%
    Narrative Update • Aug 21

    FFAI: Future Name Change And AI Robot Expansion Will Drive Upside

    Analysts have raised their price target for Faraday Future Intelligent Electric to $30, citing updated assumptions on fair value, discount rate, revenue growth, profit margin, and a revised future P/E multiple. What's in the News for Faraday Future Intelligent Electric Faraday Future Intelligent Electric scheduled a Special Meeting of stockholders for August 12, 2026, to seek approval for issuing common stock to holders of certain convertible notes in line with Nasdaq Listing Rule 5635(d).
    NIO
    US$4.63
    NIO
    7D
    0.7%
    1Y
    -24.0%
    THO
    US$79.49
    THOR Industries
    7D
    2.4%
    1Y
    -28.2%
    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$16.97
    Rivian Automotive
    7D
    14.1%
    1Y
    29.4%
    LCID
    US$5.51
    Lucid Group
    7D
    -11.4%
    1Y
    -73.5%
    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
    2.6%
    1Y
    21.9%
    HOG
    US$28.20
    Harley-Davidson
    7D
    4.3%
    1Y
    -2.3%
    XPEV
    US$12.19
    XPeng
    7D
    -0.08%
    1Y
    -47.2%
    GGR
    US$2.27
    Gogoro
    7D
    -2.6%
    1Y
    -68.3%
    PSNY
    US$13.33
    Polestar Automotive Holding UK
    7D
    -4.3%
    1Y
    -58.9%