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U.S. Auto Industry Analysis

UpdatedMay 26, 2026
DataAggregated Company Financials
Companies49
  • 7D4.2%
  • 3M3.0%
  • 1Y23.8%
  • YTD-3.1%

Over the last 7 days, the Auto industry has risen 4.2%, driven by gains from Tesla of 5.4%. Meanwhile, NIO actually underperformed within the industry, shrinking 9.4% in the last week. In the last 12 months, the industry was up 24%. 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
Tue, 26 May 2026US$1.8tUS$540.3b-US$9,196,566,300.2418.2x-196.1x3.3x
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
Price to Earnings Ratio

77x


Total Market Cap: US$899.7bTotal Earnings: US$11.7bTotal Revenue: US$463.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 104.4x202420252026
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 3.3x.
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 5.2% 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 Market1.21%
Consumer Discretionary2.13%
Auto4.17%
Automobile Manufacturers4.18%
Motorcycle Manufacturers-1.30%
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 52% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 15% 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$426.015.4%
    +US$82.3b    		17.4%PE414.3x
    		F Ford MotorUS$14.9314.3%
    +US$7.5b    		44.8%PS0.3x
    		GM General MotorsUS$78.798.5%
    +US$5.6b    		60.5%PE29.2x
    		RIVN Rivian AutomotiveUS$14.2210.2%
    +US$1.7b    		-7.5%PS3.3x
    		XPEV XPengUS$15.594.4%
    +US$621.5m    		-19.3%PS1.3x

    Latest News

    VFS
    US$3.57
    VinFast Auto
    7D
    1.1%
    1Y
    -2.5%
    XPEV
    US$15.59
    XPeng
    7D
    4.4%
    1Y
    -19.3%
    TSLA
    US$426.01
    Tesla
    7D
    5.4%
    1Y
    17.4%
    F
    US$14.93
    Ford Motor
    7D
    14.3%
    1Y
    44.8%
    Seeking Alpha • May 25

    Ford: A Buy Due To The Resilient Ford Pro Division

    Summary Ford earns a buy rating due to the resilient Ford Pro division, which offers stable margins and growth prospects. Ford Blue remains the core profit driver but faces significant macro, competitive, and structural risks, with volatile EBIT margins. Ford Model E's negative EBIT and uncertainty are offset by strategic necessity and the potential for future scale and efficiency gains. Valuation is attractive, with Ford Pro justifying much of the market cap, while Ford Credit and new ventures like Ford Energy provide optionality. Read the full article on Seeking Alpha
    GM
    US$78.79
    General Motors
    7D
    8.5%
    1Y
    60.5%
    Narrative Update • May 25

    GM: Future Returns Will Depend On Higher Margins From Trucks And SUVs

    Analysts now see higher potential value for General Motors, lifting the average price target from about $79 to roughly $94 as they factor in stronger assumed revenue growth, higher projected profit margins, and a lower future P/E, even as recent research shows a mix of price target raises, cuts, and list removals across firms. Analyst Commentary Recent research on General Motors shows a split view, with several firms raising price targets or upgrading ratings while others reduce targets or remove the stock from preferred lists.
    THO
    US$77.01
    THOR Industries
    7D
    6.8%
    1Y
    -6.5%
    AIIO
    US$2.58
    Robo.ai
    7D
    -39.2%
    1Y
    -94.0%
    NIO
    US$5.20
    NIO
    7D
    -9.4%
    1Y
    40.9%
    RIVN
    US$14.22
    Rivian Automotive
    7D
    10.2%
    1Y
    -7.5%
    Seeking Alpha • May 23

    Rivian: High Growth At A Cheap Price - Reiterate Buy

    Summary RIVN’s R2 mass-market ramp up is underway, targeting two production shifts by the end of 2026 while delivering higher volumes at richer gross margins via significant cost reductions. Software/services revenue surged +48.7% YoY in FQ1'26, driven by Autonomy+ monetization and a joint venture with VWAGY, aided by the promising future robo-taxi opportunities with UBER. With nearly $8B in available liquidity and diversified funding avenues, RIVN is well-capitalized to bridge near-term losses and elevated capex trends before achieving profitability. RIVN's recent selloff has triggered their discounted valuations, with the oversold technical indicators and the structurally robust fundamentals underpinning my reiterated Buy rating. Read the full article on Seeking Alpha
    GGR
    US$4.01
    Gogoro
    7D
    -3.8%
    1Y
    -20.7%
    LCID
    US$5.84
    Lucid Group
    7D
    4.1%
    1Y
    -77.9%
    LI
    US$15.89
    Li Auto
    7D
    -1.8%
    1Y
    -43.7%
    NIU
    US$2.40
    Niu Technologies
    7D
    -2.4%
    1Y
    -38.5%
    EVTV
    US$2.19
    Envirotech Vehicles
    7D
    -12.4%
    1Y
    10.1%
    LOT
    US$1.35
    Lotus Technology
    7D
    -2.9%
    1Y
    -32.2%
    Narrative Update • May 16

    LOT: Hybrid Rollout And Higher Future P/E Will Support Upside

    Analysts have maintained their fair value estimate for Lotus Technology at $2.40 while updating assumptions, including a higher discount rate and a slightly higher future P/E. These revisions inform the latest price target and reflect their current view of the stock’s risk and earnings profile.
    FFAI
    US$0.32
    Faraday Future Intelligent Electric
    7D
    -0.1%
    1Y
    -74.0%