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U.S. Automobile Manufacturers Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies35
  • 7D0.4%
  • 3M3.2%
  • 1Y24.1%
  • YTDn/a

In the last week, the Automobile Manufacturers industry is flat overall, with XPeng standing out by going down 8.5%. As for the the longer term, the industry is up 24% over the past 12 months. As for the next few years, earnings are expected to grow by 37% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026US$1.7tUS$534.1b-US$9,629,606,478.7320x-179.6x3.2x
Thu, 14 May 2026US$1.9tUS$532.9b-US$9,899,167,236.0624x-188.4x3.5x
Sat, 11 Apr 2026US$1.5tUS$545.0b-US$11,284,600,228.7422.4x-134.3x2.8x
Mon, 09 Mar 2026US$1.7tUS$526.0b-US$11,403,555,942.9326x-151.6x3.3x
Wed, 04 Feb 2026US$1.8tUS$528.1bUS$2.1b25x855x3.4x
Fri, 02 Jan 2026US$1.7tUS$531.0bUS$5.0b22.5x341.4x3.2x
Sun, 30 Nov 2025US$1.6tUS$530.3bUS$4.9b24.9x331.5x3.1x
Tue, 28 Oct 2025US$1.7tUS$529.6bUS$4.8b20.7x354.7x3.2x
Thu, 25 Sep 2025US$1.6tUS$522.3bUS$5.8b22.7x278.9x3.1x
Sat, 23 Aug 2025US$1.2tUS$522.2bUS$5.8b21.6x210x2.3x
Mon, 21 Jul 2025US$1.2tUS$521.9bUS$8.5b21.4x147x2.4x
Wed, 18 Jun 2025US$1.2tUS$521.9bUS$8.5b14.3x139.6x2.3x
Fri, 16 May 2025US$1.3tUS$520.1bUS$8.4b15x154.4x2.5x
Sun, 13 Apr 2025US$967.9bUS$522.7bUS$9.2b12.2x104.7x1.9x
Tue, 11 Mar 2025US$1.1tUS$529.0bUS$11.4b19.6x96.4x2.1x
Thu, 06 Feb 2025US$1.5tUS$526.1bUS$8.2b21.3x184.7x2.9x
Sat, 04 Jan 2025US$1.5tUS$520.4bUS$16.9b21.1x86.5x2.8x
Mon, 02 Dec 2024US$1.4tUS$521.4bUS$16.9b22.3x80.7x2.6x
Wed, 30 Oct 2024US$1.1tUS$521.0bUS$16.5b20.8x67.3x2.1x
Fri, 27 Sep 2024US$1.1tUS$513.0bUS$16.6b18.4x64.6x2.1x
Sun, 25 Aug 2024US$959.7bUS$511.0bUS$16.6b17.5x57.7x1.9x
Tue, 23 Jul 2024US$1.0tUS$502.8bUS$17.1b19.7x59.7x2x
Thu, 20 Jun 2024US$825.4bUS$502.9bUS$17.1b16.4x48.4x1.6x
Sat, 18 May 2024US$806.0bUS$502.0bUS$16.9b16.3x47.6x1.6x
Mon, 15 Apr 2024US$787.9bUS$498.8bUS$17.9b18x44x1.6x
Wed, 13 Mar 2024US$821.6bUS$498.2bUS$17.7b20.1x46.5x1.6x
Fri, 09 Feb 2024US$843.9bUS$494.1bUS$15.8b21.3x53.3x1.7x
Sun, 07 Jan 2024US$1.0tUS$491.7bUS$13.3b20.2x76.2x2.1x
Tue, 05 Dec 2023US$1.0tUS$491.6bUS$13.4b15x75.3x2.1x
Thu, 02 Nov 2023US$866.0bUS$486.0bUS$12.5b12.8x69.2x1.8x
Sat, 30 Sep 2023US$1.0tUS$477.9bUS$12.2b13.6x85.5x2.2x
Mon, 28 Aug 2023US$1.0tUS$479.4bUS$12.9b11.5x79.4x2.1x
Wed, 26 Jul 2023US$1.1tUS$471.7bUS$10.8b14.7x104.7x2.4x
Fri, 23 Jun 2023US$1.1tUS$454.6bUS$10.5b14.3x103.2x2.4x
Price to Earnings Ratio

103.2x


Total Market Cap: US$1.1tTotal Earnings: US$10.5bTotal Revenue: US$454.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Automobile Manufacturers Industry Price to Earnings3Y Average 101.7x202420252026
Current Industry PE
  • Investors are optimistic on the American Automobile Manufacturers 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 3.2x.
Past Earnings Growth
  • Total earnings for the Automobile Manufacturers industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 5.5% 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 Comparison

How does U.S. Automobile Manufacturers compare with similar industries?

US Market2.20%
Consumer Discretionary1.88%
Auto0.42%
Automobile Manufacturers0.41%
Motorcycle Manufacturers4.21%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
TSLA TeslaUS$411.150.5%
+US$8.3b		24.9%PE399.8x
RIVN Rivian AutomotiveUS$16.686.0%
+US$1.2b		24.6%PS3.9x
VFS VinFast AutoUS$3.173.9%
+US$280.7m		-13.6%PS2x
LI Li AutoUS$14.381.9%
+US$275.3m		-46.6%PS0.9x
GM General MotorsUS$84.070.4%
+US$270.5m		70.6%PE31.2x

Latest News

TSLA
US$411.15
Tesla
7D
0.5%
1Y
24.9%
Seeking Alpha • 3h

Tesla: The Recovery Is Just Another Illusion

Summary Tesla, Inc. remains priced as a tech/AI leader, but its core business fundamentals resemble a pressured automaker with expensive future optionality. Q1 2026 headline improvements in TSLA's margin and cash flow are largely driven by one-time benefits, not sustainable operational gains. Regulatory credits and working capital shifts continue to bolster reported profitability, masking underlying earnings quality concerns. FSD and Robotaxi progress exist, but commercial scale and regulatory clarity lag, making current TSLA stock valuation difficult to justify. Read the full article on Seeking Alpha
THO
US$75.98
THOR Industries
7D
-1.8%
1Y
-13.9%
Analysis Article • 14h

Thor Industries (THO) Stock Valuation Weighs Undervalued P/E Against Bearish Cash Flow Signals

Recent Performance Snapshot THOR Industries (THO) has seen mixed share performance, with the stock down over the past year and year to date, but showing a gain over the past month and a decline over the past 3 months. At a recent close of US$75.98 and a market value of about US$4.0b, the company reports annual revenue of US$9.82b and net income of US$262.46m. See our latest analysis for THOR Industries. Recent trading shows momentum fading, with the share price down 27.93% year to date and...
NIO
US$5.20
NIO
7D
-4.6%
1Y
47.7%
Analysis Article • 15h

NIO (NIO) Stock Valuation As Growth Plans Confront China Auto Market Slowdown

NIO (NYSE:NIO) is back in focus after CEO William Li cautioned that China’s auto market could shrink 15% to 20% this year, while reiterating the company’s target for 40% to 50% sales growth. See our latest analysis for NIO. The stock’s recent momentum has cooled, with the share price down 14.75% over the past month and 12.75% over the past 90 days. However, the 1-year total shareholder return of 47.73% still points to a materially stronger longer term performance than its shorter term share...
VFS
US$3.17
VinFast Auto
7D
3.9%
1Y
-13.6%
XPEV
US$14.49
XPeng
7D
-8.5%
1Y
-22.3%
RIVN
US$16.68
Rivian Automotive
7D
6.0%
1Y
24.6%
LCID
US$5.25
Lucid Group
7D
1.9%
1Y
-75.6%
Narrative Update • Jun 11

LCID: Saudi Production Ramp And Robotaxi Partnership Will Support Future Upside

Analysts have trimmed their implied fair value for Lucid Group from about $12.77 to $8.40, reflecting a reset in price targets after the company pulled its 2026 outlook. They continue to point to medium term milestones such as the planned Saudi plant and expectations for lower capital spending.
GM
US$84.07
General Motors
7D
0.4%
1Y
70.6%
F
US$14.77
Ford Motor
7D
-1.5%
1Y
39.1%
PSNY
US$20.75
Polestar Automotive Holding UK
7D
5.6%
1Y
-36.0%
Narrative Update • Jun 06

PSNY: US Production Shift And Capital Raise Will Shape Balanced Outlook

Analysts have reduced their price target for Polestar Automotive Holding UK from $30.00 to $20.00, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple as the key drivers of this change. What's in the News Polestar stock moved up 5.91% on 22 May 2026, with investors reacting to recent presentations that outlined the company’s growth roadmap and new models, and to plans to consolidate Polestar 3 production in the US to help address tariff exposure.
WGO
US$29.50
Winnebago Industries
7D
5.5%
1Y
-7.9%
Seeking Alpha • Jun 05

I Was Wrong About Upgrading Winnebago - Downgrading To Sell Again

Summary Winnebago Industries (WGO) reported a 6% sales growth for the most recent quarter, but at the same time two out of three segments contracted. The macroeconomic landscape remains challenging with consumer confidence at record lows, and crude prices still elevated. The firm's dividend looks unsustainable, in my opinion, based on the free cash flow figures, but even if it was sustainable, a dividend discount model still signals overvaluation. For these reasons, I downgrade WGO from hold to sell. Read the full article on Seeking Alpha
LI
US$14.38
Li Auto
7D
1.9%
1Y
-46.6%
Narrative Update • Jun 05

LI: Future Performance Will Balance Margin Pressure With AI And Product Cycle Execution

Li Auto's updated analyst price target moves down from about $15.00 to about $14.00, as analysts adjust their models for softer recent margins and sales, while still acknowledging steadier volumes and potential mix improvement in higher priced models. Analyst Commentary Recent Street research around Li Auto has tilted more cautious, with several bearish analysts trimming price targets and rethinking how much risk investors should be willing to take on execution, margins, and growth.
WKHS
US$2.87
Workhorse Group
7D
-12.2%
1Y
n/a
EVTV
US$1.55
Envirotech Vehicles
7D
-7.7%
1Y
-2.0%
FABC
US$3.42
Fabric.AI
7D
-6.8%
1Y
-47.7%
DCX
US$2.29
Digital Currency X Technology
7D
-24.4%
1Y
-99.9%