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U.S. Auto Industry Analysis

UpdatedSep 12, 2026
DataAggregated Company Financials
Companies46
  • 7D2.4%
  • 3M-9.6%
  • 1Y-7.1%
  • YTD-15.9%

The Auto industry is up 2.4% in the last week, with Tesla up 3.2%. In the past year, the industry is down 7.1%. 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, 12 Sep 2026US$1.6tUS$546.6b-US$11,756,383,018.9914.5x-138.7x3x
Mon, 10 Aug 2026US$1.5tUS$544.7b-US$12,067,801,142.9617x-124.4x2.8x
Wed, 08 Jul 2026US$1.8tUS$539.3b-US$9,829,218,066.0515.3x-180.7x3.3x
Fri, 05 Jun 2026US$1.8tUS$539.5b-US$9,838,489,444.1516.4x-183.8x3.4x
Sun, 03 May 2026US$1.7tUS$538.2b-US$9,592,890,429.4727.9x-173.2x3.1x
Tue, 31 Mar 2026US$1.6tUS$549.8b-US$10,813,410,096.8121.1x-143.9x2.8x
Thu, 26 Feb 2026US$1.8tUS$531.6b-US$11,350,194,243.7925.5x-156.7x3.3x
Sat, 24 Jan 2026US$1.7tUS$536.9bUS$5.2b21.4x329.6x3.2x
Mon, 22 Dec 2025US$1.8tUS$536.5bUS$5.2b19.9x349.4x3.4x
Wed, 19 Nov 2025US$1.5tUS$534.8bUS$5.2b16.6x294.9x2.9x
Fri, 17 Oct 2025US$1.6tUS$527.8bUS$5.7b17.5x288x3.1x
Sun, 14 Sep 2025US$1.5tUS$527.8bUS$5.7b18.4x264.7x2.9x
Tue, 12 Aug 2025US$1.2tUS$526.0bUS$5.7b17.9x219.6x2.4x
Thu, 10 Jul 2025US$1.1tUS$527.7bUS$8.6b15.8x132.3x2.2x
Sat, 07 Jun 2025US$1.1tUS$527.7bUS$8.4b8.4x134.1x2.1x
Mon, 05 May 2025US$1.1tUS$527.6bUS$8.4b14x130.2x2.1x
Wed, 02 Apr 2025US$1.0tUS$528.9bUS$9.4b20.2x106.7x1.9x
Fri, 28 Feb 2025US$1.2tUS$534.9bUS$11.5b19.3x104.6x2.2x
Sun, 26 Jan 2025US$1.6tUS$527.3bUS$17.3b17.3x90.1x3x
Tue, 24 Dec 2024US$1.6tUS$527.0bUS$17.1b17.3x93.9x3x
Thu, 21 Nov 2024US$1.4tUS$527.9bUS$17.2b18.9x79.3x2.6x
Sat, 19 Oct 2024US$968.0bUS$519.3bUS$17.0b17.6x57.1x1.9x
Mon, 16 Sep 2024US$991.1bUS$519.6bUS$17.0b13.3x58.3x1.9x
Wed, 14 Aug 2024US$863.3bUS$517.3bUS$16.6b12.9x52x1.7x
Fri, 12 Jul 2024US$1.1tUS$509.5bUS$17.4b18.4x63.3x2.2x
Sun, 09 Jun 2024US$812.7bUS$509.7bUS$17.4b15.1x46.7x1.6x
Tue, 07 May 2024US$852.4bUS$507.9bUS$17.1b17.5x49.8x1.7x
Thu, 04 Apr 2024US$800.4bUS$505.7bUS$18.4b18.3x43.6x1.6x
Sat, 02 Mar 2024US$921.8bUS$504.8bUS$18.0b17.6x51.1x1.8x
Mon, 29 Jan 2024US$824.2bUS$499.2bUS$18.0b15.7x45.7x1.7x
Wed, 27 Dec 2023US$1.1tUS$498.5bUS$13.8b17x78.1x2.2x
Fri, 24 Nov 2023US$1.0tUS$498.2bUS$14.0b11.8x71.9x2x
Sun, 22 Oct 2023US$916.1bUS$486.3bUS$11.3b12x80.9x1.9x
Tue, 19 Sep 2023US$1.1tUS$486.0bUS$13.0b10.5x86.1x2.3x
Price to Earnings Ratio

86.1x


Total Market Cap: US$1.1tTotal Earnings: US$13.0bTotal Revenue: US$486.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 80.1x202420252026
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 4.0% 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-0.97%
Consumer Discretionary-1.26%
Auto2.44%
Automobile Manufacturers2.45%
Motorcycle Manufacturers-2.13%
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 23% 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$365.443.2%
    +US$44.9b    		-7.7%PE379.2x
    		RIVN Rivian AutomotiveUS$16.031.8%
    +US$419.9m    		19.1%PS3.9x
    		VFS VinFast AutoUS$3.214.2%
    +US$304.1m    		-2.1%PS2x
    		NIU Niu TechnologiesUS$2.034.1%
    +US$6.3m    		-49.9%PS0.2x
    		CENN CenntroUS$4.361.6%
    +US$172.0k    		-86.5%PS0.6x

    Latest News

    VFS
    US$3.21
    VinFast Auto
    7D
    4.2%
    1Y
    -2.1%
    LCID
    US$4.22
    Lucid Group
    7D
    -9.8%
    1Y
    -78.1%
    THO
    US$72.86
    THOR Industries
    7D
    -5.3%
    1Y
    -30.6%
    TSLA
    US$365.44
    Tesla
    7D
    3.2%
    1Y
    -7.7%
    F
    US$13.97
    Ford Motor
    7D
    -4.4%
    1Y
    19.6%
    PSNY
    US$7.84
    Polestar Automotive Holding UK
    7D
    -14.9%
    1Y
    -72.3%
    Narrative Update • Sep 10

    PSNY: U.S. Sales Ban And Restructuring Will Shape Future Upside Potential

    Analysts have trimmed their fair value estimate for Polestar Automotive Holding UK to $15 from $20, citing a lower price target along with a still uncertain growth outlook for the company. What’s in the News for Polestar Automotive Holding UK Polestar Automotive Holding UK reported first half 2026 results that included a 43% reduction in operating loss compared with the prior year, with retail sales volumes described as stable at a record 30,423 cars sold.
    LI
    US$11.81
    Li Auto
    7D
    -4.5%
    1Y
    -51.8%
    NIU
    US$2.03
    Niu Technologies
    7D
    4.1%
    1Y
    -49.9%
    Narrative Update • Sep 09

    NIU: Higher Margin Outlook And Q3 2026 Guidance Should Support Shares

    Analysts have updated their view on Niu Technologies with a lower implied price target, reflecting slightly higher discount rate assumptions, a modest adjustment to expected revenue growth, and changes to projected profit margins and future P/E levels. What's in the News for Niu Technologies Niu Technologies issued earnings guidance for the third quarter of 2026, with expected revenues in the range of RMB 1,863 million to RMB 2,033 million.
    XPEV
    US$10.54
    XPeng
    7D
    -3.7%
    1Y
    -49.5%
    GM
    US$85.62
    General Motors
    7D
    -2.4%
    1Y
    46.4%
    NIO
    US$3.69
    NIO
    7D
    -2.9%
    1Y
    -40.7%
    Narrative Update • Sep 03

    NIO: Record Deliveries And Product Refresh Will Face Profitability Headwinds

    Analysts have trimmed their price expectations for NIO, with the updated fair value estimate moving from about $4.84 to roughly $4.00. This reflects lower projected revenue growth, thinner profit margins, a higher discount rate, and more conservative future P/E assumptions after recent downgrades and reduced price targets following Q2 results and softer guidance.
    LOBO
    US$0.59
    Lobo Technologies
    7D
    1.8%
    1Y
    -8.5%
    RIVN
    US$16.03
    Rivian Automotive
    7D
    1.8%
    1Y
    19.1%
    CENN
    US$4.36
    Cenntro
    7D
    1.6%
    1Y
    -86.5%