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U.S. Auto Industry Analysis

UpdatedAug 18, 2026
DataAggregated Company Financials
Companies47
  • 7D1.8%
  • 3M-13.8%
  • 1Y1.8%
  • YTD-21.0%

The Auto industry is up 1.8% in the last week, with Tesla up 2.5%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 36% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Aug 2026US$1.6tUS$544.8b-US$11,675,332,277.4615.4x-133x2.9x
Thu, 16 Jul 2026US$1.7tUS$539.4b-US$9,836,095,254.2315.8x-170.7x3.1x
Sat, 13 Jun 2026US$1.7tUS$539.5b-US$9,841,315,892.2615.3x-172.9x3.2x
Mon, 11 May 2026US$1.8tUS$538.2b-US$10,021,703,757.1724.4x-180.4x3.4x
Wed, 08 Apr 2026US$1.5tUS$550.2b-US$11,289,260,245.9121.4x-135.4x2.8x
Fri, 06 Mar 2026US$1.7tUS$531.6b-US$11,322,365,004.5923.6x-151.9x3.2x
Sun, 01 Feb 2026US$1.8tUS$533.8bUS$2.3b23.9x797.7x3.4x
Tue, 30 Dec 2025US$1.8tUS$536.7bUS$5.2b19.6x336.4x3.3x
Thu, 27 Nov 2025US$1.6tUS$536.0bUS$5.1b21.7x312.1x3x
Sat, 25 Oct 2025US$1.7tUS$535.0bUS$4.8b19.5x356.6x3.2x
Mon, 22 Sep 2025US$1.6tUS$527.9bUS$5.7b18.8x283.8x3.1x
Wed, 20 Aug 2025US$1.3tUS$527.5bUS$5.8b18x220.4x2.4x
Fri, 18 Jul 2025US$1.2tUS$527.7bUS$8.6b15.1x142.3x2.3x
Sun, 15 Jun 2025US$1.2tUS$527.7bUS$8.6b8.3x141.9x2.3x
Tue, 13 May 2025US$1.2tUS$525.9bUS$8.4b14.9x142.3x2.3x
Thu, 10 Apr 2025US$1.0tUS$528.7bUS$9.4b19x108.6x1.9x
Sat, 08 Mar 2025US$1.1tUS$535.3bUS$11.5b18.2x95.6x2.1x
Mon, 03 Feb 2025US$1.5tUS$532.5bUS$8.4b17.4x185x2.9x
Wed, 01 Jan 2025US$1.6tUS$527.0bUS$17.2b17.2x92.8x3x
Fri, 29 Nov 2024US$1.3tUS$527.9bUS$17.2b20.1x77.3x2.5x
Sun, 27 Oct 2024US$1.1tUS$525.6bUS$17.2b20.1x65.8x2.2x
Tue, 24 Sep 2024US$1.0tUS$519.9bUS$17.0b12.6x60.1x2x
Thu, 22 Aug 2024US$956.0bUS$517.9bUS$16.8b15.5x57.1x1.8x
Sat, 20 Jul 2024US$1.1tUS$509.5bUS$17.4b19.1x61.2x2.1x
Mon, 17 Jun 2024US$807.9bUS$509.6bUS$17.4b13.9x46.5x1.6x
Wed, 15 May 2024US$802.8bUS$508.6bUS$17.2b16.8x46.8x1.6x
Fri, 12 Apr 2024US$808.3bUS$505.6bUS$18.4b18.9x44x1.6x
Sun, 10 Mar 2024US$821.9bUS$504.9bUS$18.1b15.9x45.4x1.6x
Tue, 06 Feb 2024US$819.5bUS$498.9bUS$18.1b15.8x45.2x1.6x
Thu, 04 Jan 2024US$1.0tUS$498.4bUS$13.8b15.6x74.3x2.1x
Sat, 02 Dec 2023US$1.0tUS$498.3bUS$13.9b12.1x73.3x2x
Mon, 30 Oct 2023US$892.8bUS$492.8bUS$13.1b10x68.4x1.8x
Wed, 27 Sep 2023US$1.0tUS$484.8bUS$12.8b12.6x81x2.1x
Fri, 25 Aug 2023US$1.0tUS$486.3bUS$13.5b10.4x74.2x2.1x
Price to Earnings Ratio

74.2x


Total Market Cap: US$1.0tTotal Earnings: US$13.5bTotal Revenue: US$486.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 85x202420252026
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 2.4x is lower than the industry's current PS ratio of 2.9x.
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 3.9% 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 Market0.11%
Consumer Discretionary-3.25%
Auto1.79%
Motorcycle Manufacturers3.26%
Automobile Manufacturers1.79%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 36% over the next 5 years.
    • This is better than its past earnings decline of 8.7% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 21% 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
    		TSLA TeslaUS$339.302.5%
    +US$33.3b    		1.2%PE352.1x
    		F Ford MotorUS$14.050.4%
    +US$199.4m    		22.6%PS0.3x
    		XPEV XPengUS$12.201.7%
    +US$191.4m    		-38.7%PS1.1x
    		LOT Lotus TechnologyUS$1.0926.7%
    +US$147.7m    		-47.8%PS1.3x
    		HOG Harley-DavidsonUS$27.033.6%
    +US$97.8m    		-2.3%PE13.9x

    Latest News

    TSLA
    US$339.30
    Tesla
    7D
    2.5%
    1Y
    1.2%
    GM
    US$84.37
    General Motors
    7D
    -4.1%
    1Y
    50.0%
    LOT
    US$1.09
    Lotus Technology
    7D
    26.7%
    1Y
    -47.8%
    Narrative Update • Aug 14

    Lotus Technology to Report Unaudited First Half 2026 Financial Results on Thursday, August 27

    NEW YORK, Aug. 13, 2026 - Lotus Technology Inc.
    LCID
    US$6.22
    Lucid Group
    7D
    -5.9%
    1Y
    -71.5%
    NIO
    US$4.60
    NIO
    7D
    -4.6%
    1Y
    -5.5%
    RIVN
    US$14.87
    Rivian Automotive
    7D
    -9.3%
    1Y
    19.8%
    Narrative Update • Aug 14

    RIVN: Autonomy Partnerships And Software Progress Will Shape Future Multiple

    Rivian Automotive's updated analyst price target reflects a modest uplift of about $0.40 per share to roughly $19.23, as analysts factor in recent funding deals, improved gross margins, and early positive sentiment around the R2 lineup, while still watching the path to sustained profitability. Analyst Commentary Recent Street research on Rivian Automotive points to a mix of optimism and caution.
    F
    US$14.05
    Ford Motor
    7D
    0.4%
    1Y
    22.6%
    HOG
    US$27.03
    Harley-Davidson
    7D
    3.6%
    1Y
    -2.3%
    LI
    US$12.41
    Li Auto
    7D
    -3.3%
    1Y
    -48.4%
    AIIO
    US$2.88
    Robo.ai
    7D
    -9.4%
    1Y
    -87.0%
    New Narrative • Aug 11

    Robo.ai (AIIO): A Long-Term Bullish Technical Setup

    A constructive long-term outlook supported by trend structure, key moving averages, and breakout potential. Overview Robo.ai (AIIO) has developed from a speculative micro-cap name into a more technically structured growth candidate.
    EMPD
    US$2.80
    Empery Digital
    7D
    11.1%
    1Y
    -61.3%
    XPEV
    US$12.20
    XPeng
    7D
    1.7%
    1Y
    -38.7%
    LVWR
    US$1.15
    LiveWire Group
    7D
    1.8%
    1Y
    -70.8%
    Seeking Alpha • Aug 05

    One Year Later, LiveWire Remains Extremely Risky

    Summary LiveWire (LVWR) remains highly unprofitable and cash negative, despite increased electric bike sales and a $75M loan from Harley-Davidson. LVWR’s EBITDA margin remains deeply negative, with losses unchanged and no improvement in unit economics or gross margins. With $53M in cash and ~$13M quarterly burn, LVWR faces less than a year of runway absent further financing. I maintain a Hold rating, as LVWR lacks a credible path to profitability or sustainable growth, making valuation secondary to operational viability. Read the full article on Seeking Alpha
    VFS
    US$3.12
    VinFast Auto
    7D
    -2.2%
    1Y
    -11.1%
    PSNY
    US$13.93
    Polestar Automotive Holding UK
    7D
    0.7%
    1Y
    -57.0%
    THO
    US$77.64
    THOR Industries
    7D
    -2.4%
    1Y
    -26.8%