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U.S. Automobile Manufacturers Industry Analysis

UpdatedMar 09, 2026
DataAggregated Company Financials
Companies30
  • 7D0.8%
  • 3M-6.8%
  • 1Y37.6%
  • YTDn/a

Over the last 7 days, the Automobile Manufacturers industry has dropped 2.0%, driven by Tesla declining 1.4%. Over the past 12 months, the industry was up 45%. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sun, 21 May 2023US$802.0bUS$457.6bUS$10.9b10.9x73.6x1.8x
Tue, 18 Apr 2023US$832.1bUS$440.2bUS$6.6b5.7x126.3x1.9x
Thu, 16 Mar 2023US$788.9bUS$440.7bUS$6.7b5.4x117.7x1.8x
Price to Earnings Ratio

117.7x


Total Market Cap: US$788.9bTotal Earnings: US$6.7bTotal Revenue: US$440.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Automobile Manufacturers Industry Price to Earnings3Y Average 126x202420252026
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 3.2x.
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 6.1% 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 Market-2.17%
Consumer Discretionary-1.65%
Auto0.86%
Automobile Manufacturers0.85%
Motorcycle Manufacturers7.19%
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
RIVN Rivian AutomotiveUS$15.372.4%
+US$446.8m		40.2%PS3.5x
XPEV XPengUS$17.321.9%
+US$315.0m		-24.5%PS1.6x
NIO NIOUS$4.781.3%
+US$151.7m		7.2%PS1.1x
SEV Aptera MotorsUS$3.2836.1%
+US$32.7m		n/aPB4.5x
FLYE Fly-E GroupUS$2.031.5%
+US$47.3k		-95.6%PS0.2x

Latest News

GM
US$75.21
General Motors
7D
-3.3%
1Y
56.4%

GM: Future Profitability Will Depend On Managing EV Reset Risks

Analysts have lifted their implied fair value estimate for General Motors from $50.54 to $67.50, citing a wave of higher Street price targets that emphasize GM's strong U.S. market share, a shift toward higher margin trucks and SUVs, and expectations for improved profitability reflected in a lower assumed future P/E multiple. Analyst Commentary Recent Street research on General Motors highlights a wide range of views, with some large firms lifting targets sharply and others signaling more caution.
TSLA
US$396.73
Tesla
7D
-1.6%
1Y
78.6%

Tesla will achieve a 392% PE ratio increase according to recent forecasts

Tesla (TSLA) Investment Narrative Tesla is one of the most prominent companies in the global transition toward electric vehicles and sustainable energy. The company designs and manufactures electric vehicles, battery storage systems, and solar energy products.
F
US$12.15
Ford Motor
7D
-9.3%
1Y
22.0%

F: 2026 EV Losses Will Limit Benefits Of Truck And SUV Focus

The analyst price target for Ford has been revised to $17, with analysts citing a more supportive regulatory backdrop, an increased emphasis on higher-margin trucks and SUVs, and expectations for easing Model E losses as key factors supporting the updated view. Analyst Commentary Recent research on Ford centers on how the company balances its traditional strengths in trucks and SUVs with the investment needs and profitability path of its Model E and broader electric vehicle programs.
XPEV
US$17.32
XPeng
7D
1.9%
1Y
-24.5%

XPEV: Global Expansion And AI Vehicle Rollout Will Test Execution And Pricing

XPeng's analyst fair value estimate has inched down by about $0.03 to $17.02, as analysts factor in a series of reduced price targets from several firms alongside mixed views on growth, margins, and upcoming guidance, partially balanced by at least one more optimistic upgrade. Analyst Commentary Recent research has tilted more cautious, with several bearish analysts trimming their price targets on XPeng as they reassess the balance between execution risks and the current valuation.
PSNY
US$16.56
Polestar Automotive Holding UK
7D
-21.4%
1Y
-50.7%

PSNY: Reset Delivery Outlook And Capital Raise Will Support Long Term Upside

Narrative Update on Polestar Automotive Holding UK The analyst price target for Polestar Automotive Holding UK has been revised to $30.00. This reflects updated expectations for slower revenue growth, softer profit margins, a higher assumed future P/E multiple, and recent Street research citing lower delivery guidance, added capital needs, and an unclear autonomy roadmap.
FLYE
US$2.03
Fly-E Group
7D
1.5%
1Y
-95.6%
RIVN
US$15.37
Rivian Automotive
7D
2.4%
1Y
40.2%

RIVN: Future Fair Value Upside Will Depend On R2 Execution

Our Rivian Automotive fair value estimate remains at $25, as analysts balance lower Street price targets in the $9 to $20 range tied to concerns about EV adoption, R2 ramp risks, and larger projected losses, with more supportive views citing recent progress on execution and the R2 launch. Analyst Commentary Street research on Rivian is split, with several firms highlighting risks around EV adoption, R2 execution, and projected losses, while more constructive voices focus on recent product milestones and valuation reset.
LI
US$17.16
Li Auto
7D
-2.3%
1Y
-37.7%

LI: Future Performance Will Face Tougher Deliveries And Sectorwide Demand Headwinds

Analysts have increased their Li Auto fair value estimate slightly to about $14.05 per share. This modest change reflects small adjustments to assumptions on revenue growth, profit margins, discount rate, and future P/E after recent price target cuts and mixed delivery and outlook commentary across Chinese automakers.
SEV
US$3.28
Aptera Motors
7D
36.1%
1Y
n/a
NIO
US$4.78
NIO
7D
1.3%
1Y
7.2%

NIO: China Headwinds Will Be Weathered As Profitability Turns Positive

Narrative Update NIO's updated analyst price target has been reduced by about $0.18 as analysts factor in a slightly higher discount rate and modestly lower revenue growth expectations, partly offset by marginally stronger projected profit margins and a lower future P/E assumption. Analyst Commentary Recent Street research on NIO shows a mix of optimism and caution, with different firms updating ratings and price targets based on their views of the company’s growth prospects, execution risks, and how those translate into valuation.
THO
US$86.30
THOR Industries
7D
-9.8%
1Y
5.1%
VFS
US$3.12
VinFast Auto
7D
-3.1%
1Y
-2.8%
LCID
US$9.77
Lucid Group
7D
-2.6%
1Y
-53.0%

LCID: Rising Execution Risks Will Pressure Margins And Future Profitability

Narrative Update: Lucid Group The analyst price target for Lucid Group has been reduced by $2.50 to $7.50 as analysts adjust their models for softer production guidance, ongoing pressure on margins, and higher perceived execution risk, which is reflected in lower revenue growth and profit margin assumptions, as well as a slightly higher discount rate and future P/E multiple. Analyst Commentary Recent Street research updates point to a more cautious stance on Lucid Group, with several bearish analysts trimming price targets and highlighting execution risks following Q4 results and production guidance.