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U.S. Auto Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies49
  • 7D3.0%
  • 3M11.2%
  • 1Y27.0%
  • YTD-0.2%

Over the last 7 days, the Auto industry has risen 3.0%, driven by gains from Ford Motor of 11%. This takes the industry's 12 month performance to a gain of 27%. 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
Tue, 02 Jun 2026US$1.9tUS$539.6b-US$9,802,309,955.5115.6x-189.6x3.4x
Thu, 30 Apr 2026US$1.6tUS$535.4b-US$11,793,199,750.3327.3x-136.9x3x
Sat, 28 Mar 2026US$1.6tUS$549.8b-US$10,711,555,627.8821.1x-149.4x2.9x
Mon, 23 Feb 2026US$1.8tUS$531.1b-US$10,793,435,926.8125.3x-162.7x3.3x
Wed, 21 Jan 2026US$1.7tUS$537.0bUS$5.2b21.1x321.8x3.1x
Fri, 19 Dec 2025US$1.8tUS$536.4bUS$5.2b19.5x338.9x3.3x
Sun, 16 Nov 2025US$1.6tUS$536.1bUS$5.2b17.5x298.7x2.9x
Tue, 14 Oct 2025US$1.6tUS$527.8bUS$5.8b17.6x285.3x3.1x
Thu, 11 Sep 2025US$1.3tUS$527.9bUS$5.7b18.2x230.1x2.5x
Sat, 09 Aug 2025US$1.2tUS$526.1bUS$6.5b18.3x190.5x2.4x
Mon, 07 Jul 2025US$1.2tUS$527.8bUS$8.6b15.7x139.9x2.3x
Wed, 04 Jun 2025US$1.3tUS$527.6bUS$8.4b8.4x152.4x2.4x
Fri, 02 May 2025US$1.1tUS$528.0bUS$8.5b13.1x126.4x2x
Sun, 30 Mar 2025US$1.0tUS$528.9bUS$9.4b20.3x108.3x1.9x
Tue, 25 Feb 2025US$1.3tUS$535.1bUS$11.5b17.3x117.6x2.5x
Thu, 23 Jan 2025US$1.6tUS$527.1bUS$17.3b16.7x93.6x3.1x
Sat, 21 Dec 2024US$1.6tUS$527.0bUS$17.1b16.9x96.5x3.1x
Mon, 18 Nov 2024US$1.3tUS$527.7bUS$16.9b16.1x76x2.4x
Wed, 16 Oct 2024US$962.6bUS$519.2bUS$17.0b17.5x56.7x1.9x
Fri, 13 Sep 2024US$982.7bUS$519.5bUS$17.0b13.2x57.8x1.9x
Sun, 11 Aug 2024US$874.6bUS$517.1bUS$16.4b13.3x53.5x1.7x
Tue, 09 Jul 2024US$1.1tUS$509.5bUS$17.4b17.2x60.8x2.1x
Thu, 06 Jun 2024US$804.2bUS$509.9bUS$17.5b15.2x46x1.6x
Sat, 04 May 2024US$838.6bUS$507.8bUS$17.1b17.3x48.9x1.7x
Mon, 01 Apr 2024US$826.7bUS$505.6bUS$18.2b18.7x45.3x1.6x
Wed, 28 Feb 2024US$912.3bUS$504.8bUS$17.5b17.3x52.2x1.8x
Fri, 26 Jan 2024US$900.1bUS$499.2bUS$18.0b15.8x50x1.8x
Sun, 24 Dec 2023US$1.1tUS$498.5bUS$13.8b16.7x78.2x2.2x
Tue, 21 Nov 2023US$1.0tUS$499.0bUS$14.1b11.8x71.1x2x
Thu, 19 Oct 2023US$1.0tUS$484.7bUS$12.8b12.2x79.5x2.1x
Sat, 16 Sep 2023US$1.1tUS$486.0bUS$13.0b10.8x87.8x2.4x
Mon, 14 Aug 2023US$1.1tUS$486.8bUS$14.1b11x74.6x2.2x
Wed, 12 Jul 2023US$1.2tUS$461.4bUS$11.0b9.9x105.7x2.5x
Fri, 09 Jun 2023US$1.0tUS$462.0bUS$11.5b8.9x87.4x2.2x
Price to Earnings Ratio

87.4x


Total Market Cap: US$1.0tTotal Earnings: US$11.5bTotal Revenue: US$462.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 102.7x202420252026
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 3.4x.
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 5.3% 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 Trends

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

US Market1.58%
Consumer Discretionary1.58%
Auto3.04%
Automobile Manufacturers3.04%
Motorcycle Manufacturers0.97%
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 37% 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
    		F Ford MotorUS$16.6311.4%
    +US$6.8b    		66.6%PS0.3x
    		GM General MotorsUS$82.684.9%
    +US$3.5b    		73.4%PE30.6x
    		RIVN Rivian AutomotiveUS$16.9519.2%
    +US$3.5b    		20.2%PS3.9x
    		NIO NIOUS$5.9815.0%
    +US$2.0b    		69.9%PS1x
    		XPEV XPengUS$17.2010.3%
    +US$1.5b    		-10.7%PS1.5x

    Latest News

    LCID
    US$6.65
    Lucid Group
    7D
    13.9%
    1Y
    -69.8%
    TSLA
    US$415.88
    Tesla
    7D
    -2.4%
    1Y
    21.4%
    Narrative Update • Jun 01

    TSLA: Autonomy And AI Execution Will Drive Future Robotaxi Repricing

    Analysts have nudged Tesla's price target higher by a few dollars to reflect slightly stronger modeled revenue growth, modestly improved profit margins, and a marginally lower discount rate, while still recognizing mixed views around execution, capital spending, and the pace of progress in autonomy and AI. Analyst Commentary Tesla continues to sit at the center of a wide debate, with research houses split between enthusiasm around autonomy and energy storage and concern around execution risk, capital intensity, and near term demand signals.
    LI
    US$14.54
    Li Auto
    7D
    -8.5%
    1Y
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    Seeking Alpha • May 31

    Li Auto: Margin Plunge (Rating Downgrade)

    Summary Li Auto suffered serious profitability headwinds in Q1 2026 due to crashing vehicle margins. Li Auto beat Q1 revenue estimates with $3.4B, but vehicle margins collapsed to just 6.1%, lagging NIO and XPeng on core automotive profitability. Shares have corrected 47% to the downside over the past year as growth moderated and peers, notably NIO, outpaced LI in delivery expansion and vehicle margins. Future delivery growth and margin growth are key for a valuation recovery for the EV enterprise. Read the full article on Seeking Alpha
    NIO
    US$5.98
    NIO
    7D
    15.0%
    1Y
    69.9%
    Narrative Update • May 31

    NIO: Healthier Business Cycle And Model Pipeline Will Drive Future Upside

    Analysts have nudged NIO's implied fair value higher to $9.02 per share from $8.94, citing updated assumptions that include firmer revenue growth, a stronger profit margin profile, and a lower future P/E multiple after recent upgrades and target increases from firms covering the stock. Analyst Commentary Recent Street research around NIO has tilted more constructive, with several bullish analysts highlighting improved earnings visibility, product momentum, and a clearer path to margin recovery.
    GM
    US$82.68
    General Motors
    7D
    4.9%
    1Y
    73.4%
    Seeking Alpha • May 30

    General Motors: The Most Attractive Risk-Reward In Large-Cap Autos

    Summary General Motors (GM) offers a compelling value proposition, trading at 6x forward earnings with robust free cash flow and an aggressive buyback program. My base case fair value for GM is $90–$100, reflecting 15–20% upside, driven by North American truck strength, strategic EV retreat, and capital returns. GM’s pivot to profitability-first in EVs, $23B in buybacks, and resilient truck/SUV margins underpin EPS growth and downside protection. Tariff risks, high leverage, and cyclical auto sector dynamics make GM a value—not growth—play, with risk/reward favoring patient, conviction-driven investors. Read the full article on Seeking Alpha
    VFS
    US$3.47
    VinFast Auto
    7D
    -2.8%
    1Y
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    XPEV
    US$17.20
    XPeng
    7D
    10.3%
    1Y
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    Seeking Alpha • May 29

    XPeng's Robotaxi Dream Doesn't Save It From EV Market Collapse

    Summary Xpeng (XPEV) faces declining deliveries and revenues, with Q1 2026 vehicle deliveries down 33.3% year-over-year and revenues falling 17.6%. Despite margin improvements to 20.6%, XPEV swung to a net loss of RMB 1.78 billion, driven by higher R&D and lower volumes. Management projects a Q2 rebound with 100,000–106,000 vehicle deliveries and RMB 19.6–20.8 billion in revenue, banking on new model launches. Valuation remains discounted versus peers, but intense competition, geopolitical risks, and lack of near-term catalysts keep me on the sidelines. Read the full article on Seeking Alpha
    RIVN
    US$16.95
    Rivian Automotive
    7D
    19.2%
    1Y
    20.2%
    F
    US$16.63
    Ford Motor
    7D
    11.4%
    1Y
    66.6%
    LOT
    US$1.33
    Lotus Technology
    7D
    -1.5%
    1Y
    -38.4%
    HOG
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    7D
    2.6%
    1Y
    2.9%
    PSNY
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    Polestar Automotive Holding UK
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    -14.0%
    1Y
    -41.0%
    THO
    US$77.75
    THOR Industries
    7D
    1.0%
    1Y
    -1.9%
    WGO
    US$29.04
    Winnebago Industries
    7D
    -2.5%
    1Y
    -10.8%
    SEV
    US$2.31
    Aptera Motors
    7D
    -7.2%
    1Y
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    EMPD
    US$4.24
    Empery Digital
    7D
    -14.7%
    1Y
    -9.3%