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U.S. Automobile Manufacturers Industry Analysis

UpdatedMay 01, 2026
DataAggregated Company Financials
Companies33
  • 7D1.6%
  • 3M-10.7%
  • 1Y33.6%
  • YTDn/a

Over the last 7 days, the Automobile Manufacturers industry has risen 1.6%, driven by gains from Tesla of 2.1%. In the last 12 months, the industry was up 34%. As for the next few years, earnings are expected to grow by 38% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 May 2026US$1.6tUS$532.5b-US$9,703,626,696.6328.5x-164.5x3x
Sun, 29 Mar 2026US$1.6tUS$544.3b-US$10,794,371,272.3521.4x-143.8x2.9x
Tue, 24 Feb 2026US$1.8tUS$525.5b-US$10,878,837,645.8627.7x-161.1x3.3x
Thu, 22 Jan 2026US$1.6tUS$531.2bUS$5.0b23.2x320x3x
Sat, 20 Dec 2025US$1.8tUS$530.8bUS$5.0b22.9x362.2x3.4x
Mon, 17 Nov 2025US$1.6tUS$530.5bUS$5.0b18.8x308.4x2.9x
Wed, 15 Oct 2025US$1.6tUS$522.3bUS$5.8b20.3x281.5x3.1x
Fri, 12 Sep 2025US$1.3tUS$522.4bUS$5.8b21.7x232.2x2.6x
Sun, 10 Aug 2025US$1.2tUS$520.6bUS$5.7b22.3x216.6x2.4x
Tue, 08 Jul 2025US$1.2tUS$522.0bUS$8.5b21.8x140.6x2.3x
Thu, 05 Jun 2025US$1.3tUS$522.0bUS$8.3b14.3x154.2x2.5x
Sat, 03 May 2025US$1.1tUS$521.8bUS$8.3b13.4x130.4x2.1x
Mon, 31 Mar 2025US$1.0tUS$522.8bUS$9.2b14.2x109.8x1.9x
Wed, 26 Feb 2025US$1.3tUS$529.0bUS$11.3b21.2x116.4x2.5x
Fri, 24 Jan 2025US$1.6tUS$520.6bUS$17.0b21.1x92.8x3x
Sun, 22 Dec 2024US$1.6tUS$520.5bUS$16.8b20.8x95.2x3.1x
Tue, 19 Nov 2024US$1.3tUS$521.2bUS$16.7b19.2x76.9x2.5x
Thu, 17 Oct 2024US$956.3bUS$512.3bUS$16.6b18.9x57.7x1.9x
Sat, 14 Sep 2024US$981.2bUS$512.7bUS$16.6b16.2x59.1x1.9x
Mon, 12 Aug 2024US$868.0bUS$510.3bUS$16.0b16.1x54.4x1.7x
Wed, 10 Jul 2024US$1.1tUS$502.8bUS$17.1b17.5x62x2.1x
Fri, 07 Jun 2024US$809.7bUS$503.1bUS$17.1b15.1x47.2x1.6x
Sun, 05 May 2024US$831.6bUS$501.2bUS$16.8b18.4x49.6x1.7x
Tue, 02 Apr 2024US$818.7bUS$498.9bUS$17.8b19x46x1.6x
Thu, 29 Feb 2024US$910.6bUS$498.2bUS$17.0b23.2x53.5x1.8x
Sat, 27 Jan 2024US$813.1bUS$492.5bUS$17.6b20.8x46.3x1.7x
Mon, 25 Dec 2023US$1.1tUS$491.8bUS$13.3b21.9x80.3x2.2x
Wed, 22 Nov 2023US$995.5bUS$491.4bUS$13.5b14.6x73.7x2x
Fri, 20 Oct 2023US$935.6bUS$479.4bUS$10.7b12.9x87.2x2x
Sun, 17 Sep 2023US$1.1tUS$479.1bUS$12.4b12.2x92.4x2.4x
Tue, 15 Aug 2023US$1.0tUS$479.8bUS$13.5b11.8x76.7x2.2x
Thu, 13 Jul 2023US$1.2tUS$454.7bUS$10.4b15.6x111.4x2.6x
Sat, 10 Jun 2023US$1.0tUS$455.1bUS$10.5b13.9x97.5x2.3x
Mon, 08 May 2023US$769.4bUS$456.0bUS$11.1b11.2x69.5x1.7x
Price to Earnings Ratio

69.5x


Total Market Cap: US$769.4bTotal Earnings: US$11.1bTotal Revenue: US$456.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Automobile Manufacturers Industry Price to Earnings3Y Average 112.8x202420252026
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 2.3x is lower than the industry's current PS ratio of 3.0x.
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 5.3% 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 Market0.59%
Consumer Discretionary1.34%
Auto1.59%
Automobile Manufacturers1.60%
Motorcycle Manufacturers0.78%
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$381.632.1%
+US$29.7b		36.0%PE371.1x
XPEV XPengUS$16.302.5%
+US$382.5m		-12.7%PS1.4x
NIO NIOUS$6.391.8%
+US$275.3m		62.6%PS1.2x
PSNY Polestar Automotive Holding UKUS$18.494.5%
+US$90.6m		-40.2%PS0.7x
LCID Lucid GroupUS$6.371.6%
+US$36.3m		-74.8%PS1.7x

Latest News

WKHS
US$2.90
Workhorse Group
7D
9.0%
1Y
n/a
F
US$12.08
Ford Motor
7D
-3.2%
1Y
18.7%
GM
US$76.89
General Motors
7D
-2.1%
1Y
70.7%
RIVN
US$16.40
Rivian Automotive
7D
-3.2%
1Y
19.2%
FFAI
US$0.44
Faraday Future Intelligent Electric
7D
10.7%
1Y
-63.3%
LCID
US$6.37
Lucid Group
7D
1.6%
1Y
-74.8%

LCID: Robotaxi Expansion And Production Ramp Will Support Future Upside Potential

Lucid Group's updated analyst price target has shifted lower by about $3.90, as analysts factor in revised fair value estimates, more conservative revenue growth and profit margin assumptions, and a higher future P/E multiple following a series of recent target cuts alongside one new bullish initiation. Analyst Commentary Recent research on Lucid Group reflects a split view, with some analysts highlighting potential upside drivers and others focusing on execution and funding risks.
TSLA
US$381.63
Tesla
7D
2.1%
1Y
36.0%

TSLA: Autonomy And Safety Set To Pressure Rich Future Earnings Multiple

Tesla's analyst fair value estimate has shifted from about $118.61 to roughly $175.78. Analysts point to mixed but generally constructive updates on price targets, as well as ongoing debates over autonomy, AI progress, and Q1 execution as key drivers of the change.
VFS
US$4.23
VinFast Auto
7D
-4.1%
1Y
23.3%

VFS: Expanding Global EV Lineup And Warranties Will Support Upside

Analysts have kept their VinFast Auto price target effectively unchanged at $6.30, citing only very small tweaks to assumptions for discount rate, revenue growth, profit margin and future P/E that do not materially alter their view of the stock’s valuation. What's in the News VF 8 Eco highlighted for design by Pininfarina, 256-mile range, spacious interior, and 15.6-inch central touchscreen with HUD, with an MSRP starting at US$39,900 and competitive leasing and financing policies including 0% APR for up to 84 months and retail bonus incentives (Key Developments) VF 9 three-row fully electric SUV positioned for family use, offering up to 402 horsepower, all-wheel drive, towing capacity of up to 3,968 lbs with braked trailer, cargo volume up to 926 litres, and an all-in starting price of C$77,308, supported by a 10-year/200,000-kilometre vehicle warranty and 10-year unlimited mileage battery warranty (Key Developments) Ownership support for VinFast vehicles outlined through the VinFast app that connects drivers to public charging stations across North America, 24/7 roadside assistance, and in-car services such as Sony RIDEVU for entertainment during longer waits (Key Developments) Company brand architecture clarified into three lines, with VF as the mass-market EV range, Lac Hong as the ultra-luxury marque with new Lac Hong 800S and 900S models, and Green as the commercial mobility brand, covering more than 15 electric vehicle models across segments (Key Developments) VinFast provided 2026 guidance, targeting global deliveries of 300,000 electric vehicles and 2026 two-wheeler deliveries at least 2.5 times 2025 levels, supported by new models and an expanding distribution network in Asian markets including Vietnam, Indonesia, India and the Philippines (Key Developments) Valuation Changes Fair Value: $6.30 remains unchanged, indicating no revision to the overall equity value estimate.
XPEV
US$16.30
XPeng
7D
2.5%
1Y
-12.7%
LOT
US$1.31
Lotus Technology
7D
-3.0%
1Y
-29.9%
LI
US$17.83
Li Auto
7D
-4.4%
1Y
-27.4%
PSNY
US$18.49
Polestar Automotive Holding UK
7D
4.5%
1Y
-40.2%

PSNY: Higher Future P/E Will Support Upside Despite Softer Outlook

Analysts have adjusted their price targets on Polestar Automotive Holding UK toward $22.50, reflecting updated expectations for slightly softer revenue growth, slimmer profit margins, and a higher assumed future P/E multiple following recent changes to delivery guidance, capital needs, and outlook. Analyst Commentary Recent research updates show a mix of optimism and concern around Polestar Automotive Holding UK, with opinions split on how the latest guidance and capital plans should affect valuation and risk.
AIIO
US$0.62
Robo.ai
7D
-9.7%
1Y
-91.9%
SEV
US$2.77
Aptera Motors
7D
-8.7%
1Y
n/a
NIO
US$6.39
NIO
7D
1.8%
1Y
62.6%

NIO: Future P/E Expansion Will Struggle Against Sector Headwinds

The analyst price target for Nio has been raised by several firms, lifting the blended fair value estimate from $4.13 to $4.29 as analysts factor in stronger order momentum, new model launches, and clearer visibility on earnings and volume expectations despite ongoing sector headwinds. Analyst Commentary Recent research has highlighted a split view on Nio, with some firms becoming more constructive on earnings visibility and volume potential, while others remain cautious on execution and sector pressures.
THO
US$79.04
THOR Industries
7D
0.3%
1Y
7.7%