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U.S. Auto Industry Analysis

UpdatedSep 10, 2026
DataAggregated Company Financials
Companies46
  • 7D2.3%
  • 3M-7.6%
  • 1Y4.7%
  • YTD-15.6%

Over the last 7 days, the Auto industry has risen 2.3%, driven by gains from Tesla of 3.0%. This means that the industry has gained 4.7% over the past year. 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
Thu, 10 Sep 2026US$1.7tUS$546.6b-US$11,756,185,676.9614.3x-140.4x3x
Sat, 08 Aug 2026US$1.5tUS$544.7b-US$12,028,666,605.9617x-121.5x2.7x
Mon, 06 Jul 2026US$1.7tUS$539.3b-US$9,831,968,974.5915.3x-169.9x3.1x
Wed, 03 Jun 2026US$1.8tUS$539.7b-US$9,803,097,303.3015.6x-181.8x3.3x
Fri, 01 May 2026US$1.6tUS$538.0b-US$9,719,814,362.6728.1x-164.6x3x
Sun, 29 Mar 2026US$1.6tUS$549.8b-US$10,711,220,400.6421.1x-145.2x2.8x
Tue, 24 Feb 2026US$1.8tUS$531.1b-US$10,793,435,926.8125.2x-162.7x3.3x
Thu, 22 Jan 2026US$1.6tUS$536.9bUS$5.2b22.1x308.8x3x
Sat, 20 Dec 2025US$1.8tUS$536.5bUS$5.2b19.9x349.4x3.4x
Mon, 17 Nov 2025US$1.6tUS$536.1bUS$5.2b17.5x298.7x2.9x
Wed, 15 Oct 2025US$1.6tUS$527.7bUS$5.8b17.5x285.7x3.1x
Fri, 12 Sep 2025US$1.3tUS$527.9bUS$5.7b18.5x235.9x2.6x
Sun, 10 Aug 2025US$1.2tUS$526.1bUS$5.7b18.3x218.4x2.4x
Tue, 08 Jul 2025US$1.2tUS$527.7bUS$8.6b15.5x139.8x2.3x
Thu, 05 Jun 2025US$1.3tUS$527.7bUS$8.4b8.4x153.3x2.4x
Sat, 03 May 2025US$1.1tUS$527.6bUS$8.4b14x129.9x2.1x
Mon, 31 Mar 2025US$1.0tUS$528.9bUS$9.4b20.3x108.3x1.9x
Wed, 26 Feb 2025US$1.3tUS$535.1bUS$11.5b18.1x115.1x2.5x
Fri, 24 Jan 2025US$1.6tUS$527.1bUS$17.3b17.6x91.5x3x
Sun, 22 Dec 2024US$1.6tUS$527.0bUS$17.1b16.9x93.9x3x
Tue, 19 Nov 2024US$1.3tUS$527.7bUS$16.9b16.3x76x2.4x
Thu, 17 Oct 2024US$962.9bUS$519.2bUS$17.0b17.5x56.8x1.9x
Sat, 14 Sep 2024US$987.9bUS$519.6bUS$17.0b13.3x58.2x1.9x
Mon, 12 Aug 2024US$874.6bUS$517.1bUS$16.4b13.3x53.5x1.7x
Wed, 10 Jul 2024US$1.1tUS$509.5bUS$17.4b16.7x61.1x2.1x
Fri, 07 Jun 2024US$816.7bUS$509.8bUS$17.5b15.1x46.7x1.6x
Sun, 05 May 2024US$838.5bUS$507.8bUS$17.1b17.3x48.9x1.7x
Tue, 02 Apr 2024US$826.7bUS$505.5bUS$18.2b18.4x45.3x1.6x
Thu, 29 Feb 2024US$918.0bUS$504.8bUS$17.5b17.3x52.6x1.8x
Sat, 27 Jan 2024US$820.8bUS$499.2bUS$18.0b15.7x45.5x1.6x
Mon, 25 Dec 2023US$1.1tUS$498.5bUS$13.8b16.7x78.2x2.2x
Wed, 22 Nov 2023US$1.0tUS$498.2bUS$14.0b12x71.7x2x
Fri, 20 Oct 2023US$942.3bUS$486.3bUS$11.3b12x83.2x1.9x
Sun, 17 Sep 2023US$1.2tUS$486.0bUS$13.0b10.6x88.7x2.4x
Price to Earnings Ratio

88.7x


Total Market Cap: US$1.2tTotal Earnings: US$13.0bTotal Revenue: US$486.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 80.5x202420252026
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-0.22%
Consumer Discretionary-1.38%
Auto2.35%
Automobile Manufacturers2.36%
Motorcycle Manufacturers-3.78%
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 22% 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$367.813.0%
    +US$42.7b    		5.8%PE381.7x
    		RIVN Rivian AutomotiveUS$16.012.5%
    +US$571.9m    		15.1%PS3.9x
    		AIIO Robo.aiUS$1.869.4%
    +US$19.0m    		-94.2%PS4x
    		NIU Niu TechnologiesUS$2.054.6%
    +US$7.1m    		-49.5%PS0.2x
    		CENN CenntroUS$4.186.8%
    +US$651.0k    		-87.3%PS0.6x

    Latest News

    AIIO
    US$1.86
    Robo.ai
    7D
    9.4%
    1Y
    -94.2%
    TSLA
    US$367.81
    Tesla
    7D
    3.0%
    1Y
    5.8%
    Narrative Update • Sep 09

    TSLA: Robotaxi And AI Capex Surge Will Sustain Margin Pressure

    Analysts have nudged Tesla's fair value estimate higher to $167.03 per share, reflecting modestly stronger assumptions for revenue growth, profit margins, and long term AI and robotaxi optionality, even as many Street price targets have recently been trimmed and remain highly dependent on progress in autonomy, Optimus, and the potential SpaceX tie up. Analyst Commentary Tesla continues to draw sharply different views from Wall Street, with recent research highlighting both growing interest in autonomy, AI and a possible SpaceX combination, and concern about execution risk, cash burn, and the pace of robotaxi and Optimus monetisation.
    NIU
    US$2.05
    Niu Technologies
    7D
    4.6%
    1Y
    -49.5%
    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$10.57
    XPeng
    7D
    -4.6%
    1Y
    -47.4%
    THO
    US$71.93
    THOR Industries
    7D
    -5.0%
    1Y
    -32.8%
    GM
    US$83.76
    General Motors
    7D
    -1.3%
    1Y
    46.1%
    HOG
    US$26.67
    Harley-Davidson
    7D
    -4.1%
    1Y
    -11.2%
    F
    US$13.45
    Ford Motor
    7D
    -4.9%
    1Y
    17.8%
    PSNY
    US$7.96
    Polestar Automotive Holding UK
    7D
    -33.6%
    1Y
    -72.2%
    Seeking Alpha • Sep 06

    Polestar: Don't Rush To Buy The Crash

    Summary Polestar reported Q2 earnings that missed on revenues amid continual delivery challenges. Polestar also lowered its production guidance for FY 2026, seeing only as much as 5% Y/Y growth. PSNY's Q2'26 deliveries dropped 4% in the second-quarter, leading to a revenue decline on a year-over-year basis of 8.1%. The EV firm continued to see negative gross margins in its core EV manufacturing business as well as elevated free cash flow. Shares trade at a distressed 0.3x forward price-to-revenue multiple, reflecting investor skepticism amid weak unit economics and reduced EV incentives. I maintain a 'Sell' rating, citing insufficient delivery scale, negative free cash flow, and ongoing risks to achieving sustainable profitability. Read the full article on Seeking Alpha
    LCID
    US$4.27
    Lucid Group
    7D
    -7.2%
    1Y
    -78.5%
    NIO
    US$3.70
    NIO
    7D
    -4.1%
    1Y
    -35.3%
    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.
    AZIO
    US$1.18
    Azio AI Holdings
    7D
    1.7%
    1Y
    -57.1%
    RIVN
    US$16.01
    Rivian Automotive
    7D
    2.5%
    1Y
    15.1%
    EZGO
    US$0.88
    EZGO Technologies
    7D
    0.6%
    1Y
    -99.8%
    CENN
    US$4.18
    Cenntro
    7D
    6.8%
    1Y
    -87.3%