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U.S. Auto Industry Analysis

UpdatedApr 23, 2026
DataAggregated Company Financials
Companies46
  • 7D-0.9%
  • 3M-12.5%
  • 1Y49.9%
  • YTD-10.7%

Over the last 7 days, the Auto industry has remained flat, although notably Rivian Automotive gained 8.1%. As for the the longer term, the industry is up 50% over the past 12 months. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 23 Apr 2026US$1.7tUS$532.8b-US$11,118,183,159.4322.4x-149x3.1x
Sat, 21 Mar 2026US$1.6tUS$550.0b-US$10,726,024,818.4623.3x-152x3x
Mon, 16 Feb 2026US$1.8tUS$531.1b-US$10,843,858,533.4525.4x-164.2x3.4x
Wed, 14 Jan 2026US$1.7tUS$536.9bUS$5.2b21.6x330.5x3.2x
Fri, 12 Dec 2025US$1.7tUS$536.4bUS$5.2b19.5x330.1x3.2x
Sun, 09 Nov 2025US$1.6tUS$536.0bUS$4.9b17.8x337.1x3.1x
Tue, 07 Oct 2025US$1.6tUS$527.9bUS$5.7b18.9x285.3x3.1x
Thu, 04 Sep 2025US$1.3tUS$527.7bUS$5.7b18.1x220x2.4x
Sat, 02 Aug 2025US$1.2tUS$525.7bUS$5.3b17.7x221.1x2.2x
Mon, 30 Jun 2025US$1.2tUS$527.7bUS$8.6b8.6x141.8x2.3x
Wed, 28 May 2025US$1.3tUS$527.2bUS$8.6b8.5x148.2x2.4x
Fri, 25 Apr 2025US$972.8bUS$526.9bUS$8.4b19.6x115.9x1.8x
Sun, 23 Mar 2025US$975.9bUS$529.1bUS$9.3b15.8x104.5x1.8x
Tue, 18 Feb 2025US$1.4tUS$534.6bUS$10.7b17.7x131.5x2.6x
Thu, 16 Jan 2025US$1.5tUS$526.8bUS$17.2b16.3x88.5x2.9x
Sat, 14 Dec 2024US$1.6tUS$527.3bUS$17.1b21.2x93.5x3x
Mon, 11 Nov 2024US$1.3tUS$528.1bUS$16.8b16.7x77.1x2.5x
Wed, 09 Oct 2024US$1.0tUS$519.6bUS$17.0b19.3x61.6x2x
Fri, 06 Sep 2024US$960.0bUS$519.7bUS$17.0b13.9x56.5x1.8x
Sun, 04 Aug 2024US$899.8bUS$517.1bUS$16.6b12.8x54.1x1.7x
Tue, 02 Jul 2024US$875.9bUS$509.4bUS$17.4b18x50.4x1.7x
Thu, 30 May 2024US$804.9bUS$509.9bUS$17.5b14.2x46.1x1.6x
Sat, 27 Apr 2024US$790.3bUS$507.8bUS$17.1b16.2x46.1x1.6x
Mon, 25 Mar 2024US$806.9bUS$505.5bUS$18.2b17.7x44.4x1.6x
Wed, 21 Feb 2024US$876.7bUS$500.8bUS$16.6b16.6x52.8x1.8x
Fri, 19 Jan 2024US$916.5bUS$498.2bUS$13.8b15.8x66.2x1.8x
Sun, 17 Dec 2023US$1.1tUS$498.7bUS$13.8b15.6x78.6x2.2x
Tue, 14 Nov 2023US$956.8bUS$497.5bUS$14.0b10.8x68.2x1.9x
Thu, 12 Oct 2023US$1.1tUS$484.8bUS$12.8b12.6x85.8x2.3x
Sat, 09 Sep 2023US$1.1tUS$485.8bUS$13.1b10.6x82.2x2.2x
Mon, 07 Aug 2023US$1.1tUS$483.4bUS$13.6b10.5x81.7x2.3x
Wed, 05 Jul 2023US$1.2tUS$461.3bUS$11.0b9.8x107.8x2.6x
Fri, 02 Jun 2023US$899.7bUS$463.8bUS$11.7b5.6x77x1.9x
Sun, 30 Apr 2023US$753.2bUS$455.7bUS$6.7b6.1x112.1x1.7x
Price to Earnings Ratio

112.1x


Total Market Cap: US$753.2bTotal Earnings: US$6.7bTotal Revenue: US$455.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 112x202420252026
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 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 5.4% 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 Market1.73%
Consumer Discretionary1.22%
Auto-0.87%
Motorcycle Manufacturers2.10%
Automobile Manufacturers-0.88%
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 decline by 6.4% 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
    		RIVN Rivian AutomotiveUS$17.748.1%
    +US$1.7b    		50.3%PS4.1x
    		VFS VinFast AutoUS$4.699.8%
    +US$982.6m    		45.2%PS3.2x
    		GM General MotorsUS$79.001.6%
    +US$920.3m    		72.3%PE22.4x
    		NIO NIOUS$6.480.8%
    +US$125.1m    		64.9%PS1.3x
    		THO THOR IndustriesUS$78.002.4%
    +US$95.7m    		7.9%PE13.7x

    Latest News

    RIVN
    US$17.74
    Rivian Automotive
    7D
    8.1%
    1Y
    50.3%

    Rivian: R2 Is Launching At Just The Right Time

    Apr 22
    VFS
    US$4.69
    VinFast Auto
    7D
    9.8%
    1Y
    45.2%
    LI
    US$18.65
    Li Auto
    7D
    2.7%
    1Y
    -22.2%
    FFAI
    US$0.42
    Faraday Future Intelligent Electric
    7D
    39.3%
    1Y
    -52.9%
    GM
    US$79.00
    General Motors
    7D
    1.6%
    1Y
    72.3%
    LCID
    US$6.91
    Lucid Group
    7D
    -15.8%
    1Y
    -71.1%
    F
    US$12.63
    Ford Motor
    7D
    -0.6%
    1Y
    29.1%

    F: Ongoing Execution Risk Around Margin Goals Will Drive Future Downside Potential

    Ford's updated analyst price target edges lower to about $10.27 from $11 as analysts factor in modestly softer fair value assumptions, alongside views that improving profit margins and a lower future P/E still support earnings resilience. Analyst Commentary Recent research shows a mixed but cautious stance on Ford, with several bearish analysts trimming price targets while others maintain a more constructive view on earnings resilience and margin potential.
    PSNY
    US$18.11
    Polestar Automotive Holding UK
    7D
    -13.9%
    1Y
    -42.0%

    PSNY: Higher Future P/E Will Support Upside Despite Softer Outlook

    Analysts have adjusted their price targets on Polestar Automotive Holding UK toward $22.50, reflecting updated expectations for slightly softer revenue growth, slimmer profit margins, and a higher assumed future P/E multiple following recent changes to delivery guidance, capital needs, and outlook. Analyst Commentary Recent research updates show a mix of optimism and concern around Polestar Automotive Holding UK, with opinions split on how the latest guidance and capital plans should affect valuation and risk.
    XPEV
    US$16.97
    XPeng
    7D
    -3.9%
    1Y
    -17.1%

    XPEV: 2026 Delivery Uncertainty Will Outweigh Intelligent Driving Enthusiasm

    XPeng's analyst price target has been adjusted slightly higher to align with a modestly raised fair value estimate of about $16.15, as analysts balance tempered revenue growth assumptions and a marginally higher discount rate with slightly better profit margin expectations and a small reduction in the assumed future P/E multiple. Analyst Commentary Recent Street research on XPeng has leaned cautious, with several bearish analysts trimming price targets and cutting ratings, while only a few are modestly more constructive on the shares.
    TSLA
    US$387.51
    Tesla
    7D
    -1.1%
    1Y
    54.5%

    Wall Street Brunch: Tesla Reports As Earnings Season Picks Up

    Apr 19
    LOT
    US$1.35
    Lotus Technology
    7D
    -6.3%
    1Y
    3.1%

    Lotus Technology Needs More Progress To Get People Onboard

    Apr 17
    SEV
    US$3.10
    Aptera Motors
    7D
    -5.2%
    1Y
    n/a
    NIO
    US$6.48
    NIO
    7D
    0.8%
    1Y
    64.9%

    NIO: Future P/E Expansion Will Struggle Against Sector Headwinds

    The analyst price target for Nio has been raised by several firms, lifting the blended fair value estimate from $4.13 to $4.29 as analysts factor in stronger order momentum, new model launches, and clearer visibility on earnings and volume expectations despite ongoing sector headwinds. Analyst Commentary Recent research has highlighted a split view on Nio, with some firms becoming more constructive on earnings visibility and volume potential, while others remain cautious on execution and sector pressures.
    WGO
    US$32.59
    Winnebago Industries
    7D
    3.0%
    1Y
    2.0%

    WGO: Adjusted Fair Value Will Rely On Steady Margins And Earnings Guidance

    Analysts have trimmed the implied price target on Winnebago Industries by about $5. This reflects updated assumptions for fair value at $44.17, slightly higher discount rates, more cautious revenue growth and profit margin inputs, and a lower future P/E expectation following a series of recent target cuts from major firms.
    LVWR
    US$2.02
    LiveWire Group
    7D
    12.2%
    1Y
    -1.0%
    THO
    US$78.00
    THOR Industries
    7D
    2.4%
    1Y
    7.9%