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U.S. Auto Industry Analysis

UpdatedAug 12, 2026
DataAggregated Company Financials
Companies48
  • 7D1.4%
  • 3M-22.6%
  • 1Y-0.7%
  • YTD-22.0%

In the last week, the Auto industry is up 1.4%, with Tesla up 1.7%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 37% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 12 Aug 2026US$1.5tUS$544.8b-US$12,084,322,607.7616.9x-125x2.8x
Fri, 10 Jul 2026US$1.7tUS$539.3b-US$9,828,842,224.2714.9x-170.2x3.1x
Sun, 07 Jun 2026US$1.7tUS$539.5b-US$9,840,470,022.3615.4x-170.3x3.1x
Tue, 05 May 2026US$1.7tUS$538.2b-US$9,592,186,857.7127.1x-173.9x3.1x
Thu, 02 Apr 2026US$1.6tUS$550.1b-US$10,832,013,777.5720.9x-147.5x2.9x
Sat, 28 Feb 2026US$1.7tUS$531.7b-US$11,355,603,106.5224.3x-153.6x3.3x
Mon, 26 Jan 2026US$1.7tUS$536.9bUS$5.2b21.4x328.7x3.2x
Wed, 24 Dec 2025US$1.8tUS$536.6bUS$5.2b19.9x352.3x3.4x
Fri, 21 Nov 2025US$1.5tUS$537.5bUS$5.4b15.7x284.4x2.9x
Sun, 19 Oct 2025US$1.7tUS$527.8bUS$5.7b17.5x290.2x3.1x
Tue, 16 Sep 2025US$1.6tUS$527.9bUS$5.7b19.1x273x3x
Thu, 14 Aug 2025US$1.3tUS$526.2bUS$5.7b18.4x225.7x2.4x
Sat, 12 Jul 2025US$1.1tUS$527.7bUS$8.6b16x132.5x2.2x
Mon, 09 Jun 2025US$1.1tUS$527.7bUS$8.4b8.4x134.2x2.1x
Wed, 07 May 2025US$1.1tUS$525.7bUS$7.5b13.9x142.4x2x
Fri, 04 Apr 2025US$1.1tUS$528.9bUS$9.4b18.7x114.9x2x
Sun, 02 Mar 2025US$1.2tUS$534.9bUS$11.5b18.9x104.9x2.3x
Tue, 28 Jan 2025US$1.6tUS$527.3bUS$17.8b17.1x87.8x3x
Thu, 26 Dec 2024US$1.7tUS$527.0bUS$17.1b17.5x102x3.3x
Sat, 23 Nov 2024US$1.3tUS$527.8bUS$17.2b20.3x78.4x2.6x
Mon, 21 Oct 2024US$969.0bUS$519.3bUS$17.0b17.6x57.1x1.9x
Wed, 18 Sep 2024US$978.7bUS$519.7bUS$17.0b12.5x57.6x1.9x
Fri, 16 Aug 2024US$884.9bUS$517.2bUS$16.5b12.8x53.6x1.7x
Sun, 14 Jul 2024US$1.1tUS$509.6bUS$17.4b19.2x61.3x2.1x
Tue, 11 Jun 2024US$803.2bUS$509.6bUS$17.4b14.8x46.2x1.6x
Thu, 09 May 2024US$820.9bUS$508.6bUS$17.1b17x47.9x1.6x
Sat, 06 Apr 2024US$804.5bUS$505.7bUS$18.4b19x43.8x1.6x
Mon, 04 Mar 2024US$920.3bUS$504.8bUS$18.0b17.6x51.1x1.8x
Wed, 31 Jan 2024US$855.0bUS$499.0bUS$18.1b15.7x47.2x1.7x
Fri, 29 Dec 2023US$1.1tUS$498.6bUS$13.8b16.9x80.6x2.2x
Sun, 26 Nov 2023US$1.0tUS$498.3bUS$13.9b11.9x72.5x2x
Tue, 24 Oct 2023US$916.5bUS$486.3bUS$11.3b11.9x80.9x1.9x
Thu, 21 Sep 2023US$1.1tUS$486.0bUS$13.0b10.6x84.9x2.3x
Sat, 19 Aug 2023US$972.1bUS$486.6bUS$13.7b10.8x70.9x2x
Price to Earnings Ratio

70.9x


Total Market Cap: US$972.1bTotal Earnings: US$13.7bTotal Revenue: US$486.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 86.1x202420252026
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 2.8x.
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 3.8% 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 Market0.091%
Consumer Discretionary-0.26%
Auto1.41%
Automobile Manufacturers1.42%
Motorcycle Manufacturers-2.47%
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$332.811.7%
    +US$21.6b    		-2.4%PE345.4x
    		GM General MotorsUS$89.351.2%
    +US$912.5m    		65.0%PE42.2x
    		RIVN Rivian AutomotiveUS$16.363.8%
    +US$868.7m    		36.7%PS4x
    		THO THOR IndustriesUS$81.311.7%
    +US$71.3m    		-19.5%PE16.1x
    		WGO Winnebago IndustriesUS$32.792.9%
    +US$25.7m    		0.5%PE24.1x

    Latest News

    TSLA
    US$332.81
    Tesla
    7D
    1.7%
    1Y
    -2.4%
    Seeking Alpha • 3h

    Tesla's iTruck Moment

    Summary The Electric Vehicle industry is rebounding. Tesla, Inc.'s Q2 ’26 earnings report is showing that car deliveries are back on track and Robotaxi efforts continue as planned. Next year will be Tesla’s “iTruck moment” in which Semi “Class 8” truck deliveries will soar. The FSD auto attachment-rate has grown steadily and I expect FSD will be a key catalyst to Semi trucks sales. My DCF Model shows that Tesla shares remain overvalued based on existing business lines. Read the full article on Seeking Alpha
    F
    US$13.98
    Ford Motor
    7D
    -1.8%
    1Y
    24.3%
    Seeking Alpha • 3h

    Ford's New 'Fathom' Battery Electric Pickup To Influence Stock's Direction

    Summary Ford Motor Company is recalibrating its electrification strategy after overinvesting in BEVs with insufficient market demand. F is pivoting to gas-electric hybrids across its lineup, leveraging the success of Maverick and aiming to address consumer reluctance toward BEVs. The upcoming Fathom compact BEV pickup, built on a new platform, targets affordability but won't launch until fall 2027. I rate Ford a Hold, awaiting Fathom's competitive debut and evidence of operational learnings from Chinese automakers via the Geely JV. Read the full article on Seeking Alpha
    GM
    US$89.35
    General Motors
    7D
    1.2%
    1Y
    65.0%
    LI
    US$12.68
    Li Auto
    7D
    -1.4%
    1Y
    -47.1%
    NIO
    US$4.62
    NIO
    7D
    -2.9%
    1Y
    3.4%
    Seeking Alpha • Aug 11

    NIO: Still Far From A Buy

    Summary NIO is rated Hold due to persistent negative operating margins and ongoing share dilution, despite strong product innovation and surging deliveries. Recent delivery growth—up 68% year-over-year—has improved gross margins to 19%, but operating expenses remain high relative to gross profit. NIO must achieve breakeven operating margins by increasing annual sales to 450,000 vehicles, likely requiring 10–20% further dilution before profitability. Valuation already prices in robust execution; upside depends on reaching 1 million annual vehicle sales by 2029, but risks remain elevated. Read the full article on Seeking Alpha
    LCID
    US$6.70
    Lucid Group
    7D
    -13.9%
    1Y
    -70.5%
    Seeking Alpha • Aug 11

    Lucid: Despite Cost-Cutting Plan, The Burn Rate Is Just Too High (Downgrade)

    Summary Lucid is under intense scrutiny due to product issues, sluggish sales, and significant cash burn. I am rotating toward underdog names in laggard sectors, avoiding companies with heavy AI infrastructure exposure. LCID shares have declined ~40% year-to-date and ~70% over the past 12 months, reflecting deep investor skepticism. The central question is whether LCID can rebound amid mounting operational and macroeconomic challenges. Read the full article on Seeking Alpha
    RIVN
    US$16.36
    Rivian Automotive
    7D
    3.8%
    1Y
    36.7%
    Seeking Alpha • Aug 09

    Rivian: Successful EV Story With More Cash Burn Ahead - Reiterate Buy

    Summary Strong R2 sales conversion and completed Normal facility upgrading contributed to Rivian's raised FY2026 delivery guidance, with a heavily weighted Q4'26 cadence. The management expects to exit Q4'26 with positive R2 gross margins, with 2027 expected to bring forth improved top/bottom-line metrics. Partnerships with AMZN, VWAGY, and UBER underpin RIVN’s ability to scale production, diversify revenue, and bridge to profitability over the next several years. The recent correction has overly discounted the automaker's top-line growth prospects at a 3Y CAGR of +43.9% at a cheap EV/Sales of 3x. RIVN remains a Buy for the contrarian, attributed to volatility risks through the softer trading months, elevated short interest ratio, and ongoing cash burn. Read the full article on Seeking Alpha
    XPEV
    US$11.88
    XPeng
    7D
    -1.4%
    1Y
    -40.8%
    LOT
    US$0.89
    Lotus Technology
    7D
    0.5%
    1Y
    -55.9%
    New Narrative • Aug 05

    Lotus Technology (NASDAQ: LOT) Shows Encouraging Signs of a Technical Rebound

    Lotus Technology (NASDAQ: LOT) is beginning to display increasingly constructive technical signals as the stock stabilises around the US$0.83 support zone. After successfully defending this key level, buying momentum has started to emerge, suggesting that confidence is gradually returning and a stronger recovery could be developing.
    LVWR
    US$1.16
    LiveWire Group
    7D
    -18.3%
    1Y
    -67.0%
    Seeking Alpha • Aug 05

    One Year Later, LiveWire Remains Extremely Risky

    Summary LiveWire (LVWR) remains highly unprofitable and cash negative, despite increased electric bike sales and a $75M loan from Harley-Davidson. LVWR’s EBITDA margin remains deeply negative, with losses unchanged and no improvement in unit economics or gross margins. With $53M in cash and ~$13M quarterly burn, LVWR faces less than a year of runway absent further financing. I maintain a Hold rating, as LVWR lacks a credible path to profitability or sustainable growth, making valuation secondary to operational viability. Read the full article on Seeking Alpha
    VFS
    US$3.13
    VinFast Auto
    7D
    -6.0%
    1Y
    -10.3%
    WGO
    US$32.79
    Winnebago Industries
    7D
    2.9%
    1Y
    0.5%
    Narrative Update • Jul 15

    WGO: New RV Lineup And Margin Focus Will Support Cycle Recovery

    For Winnebago Industries, the analyst price target has been reset lower by several firms, with the updated fair value estimate moving from about $66.16 to $60.74 as analysts factor in softer RV retail demand, weaker wholesale shipments, and ongoing affordability and sentiment pressures on volumes. Analyst Commentary Recent Street research on Winnebago Industries has centered on resetting expectations for the RV cycle, with most analysts marking price targets lower while still highlighting areas where the company’s execution and product positioning could support value over time.
    PSNY
    US$13.77
    Polestar Automotive Holding UK
    7D
    -5.9%
    1Y
    -57.1%
    AZIO
    US$1.64
    Azio AI Holdings
    7D
    9.3%
    1Y
    -7.3%
    SEV
    US$2.19
    Aptera Motors
    7D
    11.2%
    1Y
    n/a
    THO
    US$81.31
    THOR Industries
    7D
    1.7%
    1Y
    -19.5%