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U.S. Auto Industry Analysis

UpdatedMay 21, 2026
DataAggregated Company Financials
Companies49
  • 7D-5.8%
  • 3M0.3%
  • 1Y19.9%
  • YTD-5.4%

Over the last 7 days, the Auto industry has dropped 5.8%, driven by a pullback from Tesla of 5.9%. In the past year, the industry has gained 20%. 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
Thu, 21 May 2026US$1.8tUS$538.3b-US$10,147,933,114.0517.9x-173.1x3.3x
Sat, 18 Apr 2026US$1.7tUS$550.6b-US$11,312,154,381.2223.1x-148.2x3x
Mon, 16 Mar 2026US$1.7tUS$531.5b-US$10,778,149,339.4623.4x-154.2x3.1x
Wed, 11 Feb 2026US$1.8tUS$533.8bUS$2.1b22.8x839.6x3.3x
Fri, 09 Jan 2026US$1.7tUS$536.8bUS$5.2b20.2x318.5x3.1x
Sun, 07 Dec 2025US$1.7tUS$536.3bUS$5.2b18.9x334.1x3.2x
Tue, 04 Nov 2025US$1.7tUS$535.0bUS$4.8b18.2x363.2x3.2x
Thu, 02 Oct 2025US$1.7tUS$527.9bUS$5.7b18.3x293.8x3.2x
Sat, 30 Aug 2025US$1.3tUS$527.6bUS$5.7b17.9x222.7x2.4x
Mon, 28 Jul 2025US$1.2tUS$523.9bUS$7.3b15.9x166.4x2.3x
Wed, 25 Jun 2025US$1.3tUS$527.7bUS$8.6b8.5x148.2x2.4x
Fri, 23 May 2025US$1.3tUS$527.2bUS$8.6b8.5x149.4x2.4x
Sun, 20 Apr 2025US$936.6bUS$528.8bUS$9.4b18.2x99.4x1.8x
Tue, 18 Mar 2025US$940.6bUS$528.4bUS$9.5b15.7x98.5x1.8x
Thu, 13 Feb 2025US$1.3tUS$534.3bUS$10.7b17.9x122x2.4x
Sat, 11 Jan 2025US$1.5tUS$526.8bUS$17.2b17.2x88.5x2.9x
Mon, 09 Dec 2024US$1.5tUS$527.4bUS$17.1b21.5x88.1x2.9x
Wed, 06 Nov 2024US$1.0tUS$529.0bUS$16.9b17.8x61.6x2x
Fri, 04 Oct 2024US$1.0tUS$519.8bUS$17.0b19.4x61x2x
Sun, 01 Sep 2024US$948.9bUS$518.4bUS$16.8b14.4x56.3x1.8x
Tue, 30 Jul 2024US$947.5bUS$516.3bUS$16.5b13.1x57.5x1.8x
Thu, 27 Jun 2024US$842.8bUS$509.4bUS$17.4b17.8x48.5x1.7x
Sat, 25 May 2024US$796.5bUS$509.9bUS$17.4b14.4x45.9x1.6x
Mon, 22 Apr 2024US$711.5bUS$505.5bUS$18.4b16x38.7x1.4x
Wed, 20 Mar 2024US$807.5bUS$504.7bUS$18.1b15.8x44.7x1.6x
Fri, 16 Feb 2024US$855.5bUS$500.9bUS$16.6b16.7x51.6x1.7x
Sun, 14 Jan 2024US$951.6bUS$498.3bUS$13.8b15.7x69.2x1.9x
Tue, 12 Dec 2023US$1.0tUS$498.4bUS$13.8b14.8x74.8x2.1x
Thu, 09 Nov 2023US$959.7bUS$494.0bUS$13.4b10.8x71.5x1.9x
Sat, 07 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x84.9x2.2x
Mon, 04 Sep 2023US$1.1tUS$486.1bUS$13.0b11x81.7x2.2x
Wed, 02 Aug 2023US$1.1tUS$483.2bUS$13.5b10.9x84.8x2.4x
Fri, 30 Jun 2023US$1.1tUS$461.3bUS$11.1b9.7x99.3x2.4x
Sun, 28 May 2023US$856.1bUS$463.8bUS$11.7b5.8x73.4x1.8x
Price to Earnings Ratio

73.4x


Total Market Cap: US$856.1bTotal Earnings: US$11.7bTotal Revenue: US$463.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 105.6x202420252026
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 2.3x is lower than the industry's current PS ratio of 3.3x.
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 5.1% 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 Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-0.32%
Consumer Discretionary-1.98%
Auto-5.79%
Automobile Manufacturers-5.79%
Motorcycle Manufacturers-6.58%
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 52% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 15% 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
    		GM General MotorsUS$76.140.4%
    +US$297.5m    		54.2%PE28.2x
    		AIIO Robo.aiUS$3.7844.8%
    +US$21.7m    		-89.6%PS73.7x
    		GGR GogoroUS$4.075.4%
    +US$4.2m    		-23.8%PS0.3x
    		LOBO Lobo TechnologiesUS$0.6118.8%
    +US$1.6m    		-44.1%PS0.4x
    		MAMO Massimo GroupUS$0.992.9%
    +US$1.2m    		-57.7%PE16x

    Latest News

    LI
    US$16.18
    Li Auto
    7D
    -19.2%
    1Y
    -44.4%
    F
    US$13.22
    Ford Motor
    7D
    -2.6%
    1Y
    26.1%
    RIVN
    US$13.73
    Rivian Automotive
    7D
    -3.8%
    1Y
    -16.0%
    Narrative Update • May 20

    RIVN: Future Losses And Cash Burn Will Overshadow R2 Platform Progress

    Analysts have nudged their fair value estimate on Rivian higher, with the implied long term price target moving from about $9.06 to around $9.42. This reflects slightly stronger revenue growth expectations, a modestly lower discount rate, and a reduced future P/E assumption, despite largely unchanged long run profit margin estimates.
    XPEV
    US$15.14
    XPeng
    7D
    -9.2%
    1Y
    -32.0%
    NIO
    US$5.59
    NIO
    7D
    -14.5%
    1Y
    41.9%
    GM
    US$76.14
    General Motors
    7D
    0.4%
    1Y
    54.2%
    TSLA
    US$417.26
    Tesla
    7D
    -5.9%
    1Y
    22.3%
    MAMO
    US$0.99
    Massimo Group
    7D
    2.9%
    1Y
    -57.7%
    AIIO
    US$3.78
    Robo.ai
    7D
    44.8%
    1Y
    -89.6%
    LCID
    US$5.68
    Lucid Group
    7D
    -11.1%
    1Y
    -79.5%
    VFS
    US$3.60
    VinFast Auto
    7D
    -9.5%
    1Y
    2.0%
    LOBO
    US$0.61
    Lobo Technologies
    7D
    18.8%
    1Y
    -44.1%
    GGR
    US$4.07
    Gogoro
    7D
    5.4%
    1Y
    -23.8%
    CENN
    US$4.07
    Cenntro
    7D
    3.8%
    1Y
    -93.1%