Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Automobile Manufacturers Industry Analysis

UpdatedAug 01, 2026
DataAggregated Company Financials
Companies34
  • 7D0.1%
  • 3M-17.3%
  • 1Y4.5%
  • YTDn/a

The Automobile Manufacturers is pretty flat in the last 7 days, but General Motors has stood out, gaining 7.5%. As for the the longer term, the industry is up 4.5% over the past 12 months. Earnings are forecast to grow by 38% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 01 Aug 2026US$1.4tUS$539.2b-US$11,274,437,710.1622.2x-126.6x2.6x
Mon, 29 Jun 2026US$1.6tUS$533.8b-US$9,622,474,161.0223x-168x3x
Wed, 27 May 2026US$1.8tUS$534.9b-US$8,992,619,303.3024.9x-200.2x3.4x
Fri, 24 Apr 2026US$1.7tUS$527.3b-US$11,100,657,433.0222.3x-149.4x3.1x
Sun, 22 Mar 2026US$1.6tUS$544.4b-US$10,809,154,090.9225.9x-145.8x2.9x
Tue, 17 Feb 2026US$1.8tUS$525.5b-US$10,878,705,402.2127.7x-163.4x3.4x
Thu, 15 Jan 2026US$1.7tUS$531.2bUS$5.0b23x335.8x3.2x
Sat, 13 Dec 2025US$1.7tUS$530.7bUS$5.0b22.7x351.1x3.3x
Mon, 10 Nov 2025US$1.6tUS$530.4bUS$4.7b19.5x350x3.1x
Wed, 08 Oct 2025US$1.7tUS$522.4bUS$5.8b21.3x294x3.3x
Fri, 05 Sep 2025US$1.3tUS$522.3bUS$5.8b21.5x218.8x2.4x
Sun, 03 Aug 2025US$1.2tUS$520.3bUS$5.4b21.8x215.1x2.2x
Tue, 01 Jul 2025US$1.2tUS$522.0bUS$8.5b21.2x143x2.3x
Thu, 29 May 2025US$1.3tUS$521.5bUS$8.5b14.7x157.9x2.6x
Sat, 26 Apr 2025US$1.1tUS$520.7bUS$8.2b13.1x131.6x2.1x
Mon, 24 Mar 2025US$971.9bUS$523.0bUS$9.2b16.6x105.3x1.9x
Wed, 19 Feb 2025US$1.4tUS$528.4bUS$10.5b18.3x133x2.7x
Fri, 17 Jan 2025US$1.6tUS$520.3bUS$16.9b21.1x96x3.1x
Sun, 15 Dec 2024US$1.7tUS$520.8bUS$16.8b26.5x98.2x3.2x
Tue, 12 Nov 2024US$1.3tUS$521.4bUS$16.5b20.1x78.1x2.5x
Thu, 10 Oct 2024US$1.0tUS$512.5bUS$16.6b19.3x62.6x2x
Sat, 07 Sep 2024US$920.0bUS$512.8bUS$16.6b16.2x55.4x1.8x
Mon, 05 Aug 2024US$892.9bUS$510.2bUS$16.2b16x55x1.8x
Wed, 03 Jul 2024US$911.4bUS$502.7bUS$17.0b18.4x53.5x1.8x
Fri, 31 May 2024US$807.5bUS$503.2bUS$17.1b15.4x47.1x1.6x
Sun, 28 Apr 2024US$783.5bUS$501.1bUS$16.8b16.4x46.7x1.6x
Tue, 26 Mar 2024US$799.0bUS$499.0bUS$17.7b18.8x45.1x1.6x
Thu, 22 Feb 2024US$868.8bUS$494.1bUS$16.2b22x53.7x1.8x
Sat, 20 Jan 2024US$911.6bUS$491.6bUS$13.4b20.8x68.3x1.9x
Mon, 18 Dec 2023US$1.1tUS$491.9bUS$13.3b21.2x80.8x2.2x
Wed, 15 Nov 2023US$950.5bUS$491.0bUS$13.6b14.1x70.1x1.9x
Fri, 13 Oct 2023US$1.1tUS$477.9bUS$12.2b13x89.5x2.3x
Sun, 10 Sep 2023US$1.1tUS$479.0bUS$12.5b11.9x84.8x2.2x
Tue, 08 Aug 2023US$1.1tUS$476.5bUS$13.1b11.5x83.4x2.3x
Price to Earnings Ratio

83.4x


Total Market Cap: US$1.1tTotal Earnings: US$13.1bTotal Revenue: US$476.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Automobile Manufacturers Industry Price to Earnings3Y Average 90.3x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Automobile Manufacturers industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
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 4.2% 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 Comparison

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

US Market0.77%
Consumer Discretionary7.35%
Auto0.13%
Automobile Manufacturers0.14%
Motorcycle Manufacturers-1.55%
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
GM General MotorsUS$88.867.5%
+US$5.5b		69.2%PE42x
LI Li AutoUS$13.6312.5%
+US$1.5b		-46.0%PS0.8x
F Ford MotorUS$14.682.2%
+US$1.3b		35.7%PS0.3x
NIO NIOUS$4.888.7%
+US$976.1m		-2.6%PS0.8x
XPEV XPengUS$13.005.4%
+US$641.2m		-28.0%PS1.1x

Latest News

GM
US$88.86
General Motors
7D
7.5%
1Y
69.2%
F
US$14.68
Ford Motor
7D
2.2%
1Y
35.7%
TSLA
US$311.21
Tesla
7D
-0.6%
1Y
2.8%
RIVN
US$15.22
Rivian Automotive
7D
-3.9%
1Y
22.9%
Narrative Update • Jul 31

RIVN: Autonomy Partnerships And Improved Deliveries Will Shape Future Multiple

Rivian Automotive's analyst price target has shifted higher by about $0.70 to reflect updated views on fair value, modestly lower discount rate assumptions, slightly adjusted revenue growth and margin expectations, and a reduced future P/E multiple. Analysts point to factors such as an improved delivery outlook, a smoother R2 launch, and expanding partnerships in autonomy as key supports for this change.
XPEV
US$13.00
XPeng
7D
5.4%
1Y
-28.0%
Narrative Update • Jul 29

XPEV: Robotaxis And Physical AI Will Drive Future Margin Upside

Analysts have trimmed their blended price target outlook for XPeng, reflecting a move from a fair value estimate of about $28.16 to roughly $22.36. They cite a mix of reduced revenue growth and profit margin assumptions alongside a higher discount rate, partly balanced by updates to longer term P/E expectations and recent research highlighting both margin headwinds and overseas and robotaxi driven opportunities.
NIO
US$4.88
NIO
7D
8.7%
1Y
-2.6%
Seeking Alpha • Jul 29

NIO: Time To Buy (Rating Upgrade)

Summary The NIO stock might have corrected YTD, but that has only added to its attractiveness. The company's strong revenue growth and its turning profitable are the foundation for it. Despite fierce competition and a slowing Chinese EV market, NIO has posted notable revenue jumps, and price wars haven't deterred it from becoming profitable. While over the medium term, the stock's market multiples are a mixed bag, over both the short and long term, NIO looks good. Read the full article on Seeking Alpha
LOT
US$0.83
Lotus Technology
7D
-5.2%
1Y
-56.4%
New Narrative • Jul 29

Lotus Technology: A Technology-Driven Luxury EV Brand with a Promising Turnaround Story

While many investors still associate Lotus with its heritage as a British sports car manufacturer, Lotus Technology has undergone a significant transformation in recent years. Backed by Geely , the company is repositioning itself as a technology-first luxury performance brand , combining decades of sports-car engineering with advanced electric vehicle technology.
VFS
US$3.11
VinFast Auto
7D
9.1%
1Y
-8.3%
LI
US$13.63
Li Auto
7D
12.5%
1Y
-46.0%
FFAI
US$5.93
Faraday Future Intelligent Electric
7D
-8.6%
1Y
-98.0%
Narrative Update • Jul 24

FFAI: Future Robotics And Embodied AI Ecosystem Will Drive Bullish Repricing

Analysts have shifted their fair value estimate for Faraday Future Intelligent Electric from $5.00 to $749.99, citing updated assumptions around very large revenue growth, a higher profit margin, and a lower projected future P/E multiple. What's in the News for Faraday Future Intelligent Electric Planned 1 for 149.99925 stock split or significant stock dividend scheduled for July 24, 2026, as disclosed in company filings.
WGO
US$30.28
Winnebago Industries
7D
-1.6%
1Y
5.0%
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$14.40
Polestar Automotive Holding UK
7D
5.3%
1Y
-53.8%
AZIO
US$1.43
Azio AI Holdings
7D
-14.4%
1Y
-22.6%
LCID
US$7.38
Lucid Group
7D
17.1%
1Y
-69.5%
Seeking Alpha • Jul 10

Lucid: The Q2 Delivery Bounce Is Only Half The Battle

Summary Lucid Group, Inc. delivered 3,953 EVs in Q2, up ~20% year-over-year, but continues to face significant gross margin challenges. LCID remains deeply unprofitable, losing about $100k per vehicle in Q1, and lacks the scale needed to achieve profitability, for now. Lucid has potential for an upside revaluation if it ramps Gravity SUV production in the second half of the year and narrows its gross losses. Shares trade at a distressed 0.45x price-to-revenue multiple, reflecting ongoing delivery uncertainty and inferior gross margin trajectory versus Rivian. A new delivery forecast is expected with Q2 earnings which could be a positive catalyst for a LCID share price revaluation. Read the full article on Seeking Alpha
THO
US$74.97
THOR Industries
7D
-2.2%
1Y
-17.9%
CENN
US$3.20
Cenntro
7D
-4.2%
1Y
-89.1%