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U.S. Auto Industry Analysis

UpdatedJul 03, 2026
DataAggregated Company Financials
Companies48
  • 7D4.3%
  • 3M7.9%
  • 1Y22.2%
  • YTD-10.3%

In the last week, the Auto industry is up 4.3%, with Tesla up 4.9%. Meanwhile, Ford Motor actually underperformed within the industry, shrinking 5.3% in the last week. In the last 12 months, the industry was up 22%. Earnings are forecast to grow by 37% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 Jul 2026US$1.8tUS$539.3b-US$9,830,114,884.8715.3x-182.1x3.3x
Mon, 01 Jun 2026US$1.9tUS$539.6b-US$9,802,309,955.5115.6x-189.6x3.4x
Wed, 29 Apr 2026US$1.6tUS$535.4b-US$11,203,433,684.6923.5x-145x3x
Fri, 27 Mar 2026US$1.7tUS$549.8b-US$10,712,026,987.3621.9x-154.6x3x
Sun, 22 Feb 2026US$1.8tUS$531.1b-US$10,793,435,926.8125.3x-162.7x3.3x
Tue, 20 Jan 2026US$1.7tUS$536.9bUS$5.2b21.5x321.7x3.1x
Thu, 18 Dec 2025US$1.8tUS$536.4bUS$5.2b19.5x339.4x3.3x
Sat, 15 Nov 2025US$1.6tUS$536.1bUS$4.9b17.5x319.2x2.9x
Mon, 13 Oct 2025US$1.6tUS$527.8bUS$5.8b17.3x272.2x3x
Wed, 10 Sep 2025US$1.3tUS$527.8bUS$5.7b18.6x230.1x2.5x
Fri, 08 Aug 2025US$1.2tUS$526.1bUS$6.5b18.2x185.5x2.3x
Sun, 06 Jul 2025US$1.2tUS$527.8bUS$8.6b15.7x139.9x2.3x
Tue, 03 Jun 2025US$1.3tUS$527.3bUS$8.6b8.1x150.3x2.5x
Thu, 01 May 2025US$1.1tUS$528.0bUS$8.5b12.9x126.7x2x
Sat, 29 Mar 2025US$1.1tUS$529.0bUS$9.3b20.3x112.7x2x
Mon, 24 Feb 2025US$1.3tUS$535.1bUS$11.5b17.1x117.6x2.5x
Wed, 22 Jan 2025US$1.6tUS$527.1bUS$17.3b17x93.8x3.1x
Fri, 20 Dec 2024US$1.7tUS$527.1bUS$17.1b20.6x96.9x3.1x
Sun, 17 Nov 2024US$1.3tUS$527.7bUS$16.9b16.1x76x2.4x
Tue, 15 Oct 2024US$961.5bUS$519.5bUS$17.0b18.7x56.7x1.9x
Thu, 12 Sep 2024US$983.0bUS$519.5bUS$17.0b13.7x57.9x1.9x
Sat, 10 Aug 2024US$871.1bUS$517.1bUS$16.4b13.3x53.2x1.7x
Mon, 08 Jul 2024US$1.1tUS$509.5bUS$17.4b17.5x60.8x2.1x
Wed, 05 Jun 2024US$810.5bUS$509.9bUS$17.5b14.3x46.4x1.6x
Fri, 03 May 2024US$828.9bUS$507.8bUS$17.1b17.4x48.4x1.6x
Sun, 31 Mar 2024US$826.7bUS$505.6bUS$18.2b18.7x45.3x1.6x
Tue, 27 Feb 2024US$912.3bUS$504.8bUS$17.5b17.2x52.3x1.8x
Thu, 25 Jan 2024US$908.6bUS$498.4bUS$13.8b15.8x65.7x1.8x
Sat, 23 Dec 2023US$1.1tUS$498.5bUS$13.8b16.7x78.2x2.2x
Mon, 20 Nov 2023US$1.0tUS$499.0bUS$14.0b11.8x71.8x2x
Wed, 18 Oct 2023US$1.1tUS$484.8bUS$12.8b12.6x83.3x2.2x
Fri, 15 Sep 2023US$1.1tUS$486.0bUS$13.0b10.8x87.8x2.4x
Sun, 13 Aug 2023US$1.1tUS$486.8bUS$14.1b11x74.6x2.2x
Tue, 11 Jul 2023US$1.2tUS$461.4bUS$11.0b9.8x105.3x2.5x
Price to Earnings Ratio

105.3x


Total Market Cap: US$1.2tTotal Earnings: US$11.0bTotal Revenue: US$461.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 94.9x202420252026
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 3.3x.
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 5.3% 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 Market1.38%
Consumer Discretionary4.25%
Auto4.34%
Automobile Manufacturers4.36%
Motorcycle Manufacturers-1.01%
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 9.5% 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
    		TSLA TeslaUS$393.453.6%
    +US$51.6b    		24.8%PE382.6x
    		RIVN Rivian AutomotiveUS$18.6319.2%
    +US$3.8b    		42.5%PS4.3x
    		XPEV XPengUS$13.088.2%
    +US$946.6m    		-30.6%PS1.1x
    		PSNY Polestar Automotive Holding UKUS$20.4417.3%
    +US$436.2m    		-39.2%PS1x
    		VFS VinFast AutoUS$3.071.3%
    +US$93.6m    		-15.7%PS1.9x

    Latest News

    LCID
    US$6.08
    Lucid Group
    7D
    2.7%
    1Y
    -71.9%
    XPEV
    US$13.08
    XPeng
    7D
    8.2%
    1Y
    -30.6%
    Seeking Alpha • 15h

    XPeng: Waiting For The Robotaxi (Downgrade To Hold)

    Summary XPeng is downgraded to Hold as competitive pressures and market fragmentation challenge its ability to sustain breakeven volumes. XPEV's robotaxi and humanoid robot ambitions offer potential upside but are not yet factored into consensus estimates and remain high-risk. The company’s barbell strategy—launching both entry-level Mona EVs and high-margin GX models—targets volume and margin growth into 2027. Valuation upside appears limited until 2028, with robotaxi rollout as the main reason to maintain a Hold rather than downgrade to Sell. Read the full article on Seeking Alpha
    PSNY
    US$20.44
    Polestar Automotive Holding UK
    7D
    17.3%
    1Y
    -39.2%
    RIVN
    US$18.63
    Rivian Automotive
    7D
    19.2%
    1Y
    42.5%
    Narrative Update • Jul 02

    RIVN: Ongoing Losses Will Persist Despite Autonomy Plans And Production Ramp

    Rivian Automotive's analyst price target has moved slightly higher, with the new consensus figure up by about $1, as analysts cite refined fair value estimates, a marginally lower discount rate, and modest adjustments to revenue growth and future P/E assumptions. Analyst Commentary Recent Street research on Rivian Automotive shows a mix of cautious and slightly more constructive views, with some Bearish analysts trimming price targets while others make only modest upward adjustments tied to revised fair value work.
    TSLA
    US$393.45
    Tesla
    7D
    3.6%
    1Y
    24.8%
    LI
    US$12.02
    Li Auto
    7D
    -0.2%
    1Y
    -53.7%
    Seeking Alpha • Jul 02

    Li Auto Breaches Historical Floor; Reversal Hinges On L Series Execution

    Summary LI faces headwinds from domestic competition and nascent global sales in H2'26, with FY2025/FY2026 likely to be trough years before potentially recovering from FY2027 onwards. This is worsened by the aggressive discounting and the consequently impacted top/bottom lines, albeit with the ongoing cash burn mitigated by the rich balance sheet. LI's refreshed L series at higher ASPs already report robust order books, with it offering a promising potential for H2'26 recovery, pending further capacity ramp-up. Readers may want to monitor the automaker's FQ2'26 earnings call in August 2026 for more clarity on the FQ3'26 delivery/revenue guidance. LI remains a great Buy for the contrarian, with the extremely discounted valuations and potential bottoming at $12s/$13s providing a significant margin of safety for patient investors. Read the full article on Seeking Alpha
    F
    US$13.36
    Ford Motor
    7D
    -5.4%
    1Y
    13.1%
    NIO
    US$4.79
    NIO
    7D
    -1.4%
    1Y
    36.5%
    HOG
    US$24.96
    Harley-Davidson
    7D
    -0.9%
    1Y
    -2.2%
    GM
    US$76.00
    General Motors
    7D
    -2.7%
    1Y
    43.7%
    VFS
    US$3.07
    VinFast Auto
    7D
    1.3%
    1Y
    -15.7%
    Narrative Update • Jun 26

    VFS: Asset-Light Shift And Warranty Focus Will Drive Long-Term Upside

    Analysts have trimmed their VinFast Auto price target from $7.95 to $7.70 as they factor in updated assumptions for revenue growth, profit margins and a higher discount rate. Together, these changes point to a richer future P/E multiple of 143.34x versus the previous 89.63x.
    LOT
    US$1.17
    Lotus Technology
    7D
    6.4%
    1Y
    -48.0%
    Narrative Update • Jun 25

    LOT: Multi Powertrain Focus 2030 Plan Will Drive Future Upside

    Analysts have maintained their price target for Lotus Technology at $2.40, citing unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Lotus Technology Lotus Technology filed its 20-F for the year ended December 31, 2025, with auditor Grant Thornton Zhitong Certified Public Accountants LLP issuing an unqualified opinion that expresses doubt about the company’s ability to continue as a going concern.
    THO
    US$76.50
    THOR Industries
    7D
    -2.8%
    1Y
    -17.4%
    EMPD
    US$3.97
    Empery Digital
    7D
    10.3%
    1Y
    -44.1%
    AIIO
    US$4.17
    Robo.ai
    7D
    -4.6%
    1Y
    -87.0%
    LVWR
    US$1.05
    LiveWire Group
    7D
    -23.9%
    1Y
    -77.0%
    Seeking Alpha • May 19

    LiveWire Has 4 Quarters Of Cash In The Midst Of Economic Headwinds

    Summary LiveWire Group is reiterated at Sell with a $1.12/share price target, reflecting solvency and profitability concerns despite recent sales momentum. LVWR delivered triple-digit unit sales growth in Q1’26 and plans to launch the S4 Honcho electric motorcycle in Spring 2026. Macroeconomic headwinds—rising inflation, energy prices, and consumer spending slowdown—threaten LVWR’s ability to sustain improved sales and margins. With only four quarters of cash left and ongoing losses, LVWR likely faces near-term capital raises or increased debt to remain solvent. Read the full article on Seeking Alpha