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U.S. Auto Industry Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies48
  • 7D-0.2%
  • 3M-17.5%
  • 1Y47.7%
  • YTD-18.3%

The Auto is pretty flat in the last 7 days, but NIO has stood out, gaining 13%. The past year has been better, since the industry has gained 48% in that time. Earnings are forecast to grow by 35% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 07 Apr 2026US$1.6tUS$550.1b-US$11,280,734,450.2921.4x-138x2.8x
Thu, 05 Mar 2026US$1.7tUS$531.5b-US$11,319,750,758.2424.2x-147.4x3.1x
Sat, 31 Jan 2026US$1.8tUS$533.8bUS$2.3b23.9x777x3.3x
Mon, 29 Dec 2025US$1.8tUS$536.7bUS$5.2b19.9x346.4x3.4x
Wed, 26 Nov 2025US$1.6tUS$537.7bUS$5.4b16.2x294.4x3x
Fri, 24 Oct 2025US$1.7tUS$530.6bUS$3.2b19.8x518.1x3.1x
Sun, 21 Sep 2025US$1.6tUS$527.9bUS$5.7b18.8x283.8x3.1x
Tue, 19 Aug 2025US$1.3tUS$526.1bUS$5.6b18.1x221.8x2.4x
Thu, 17 Jul 2025US$1.2tUS$527.7bUS$8.6b15.1x138.3x2.2x
Sat, 14 Jun 2025US$1.2tUS$527.7bUS$8.6b8.3x142.4x2.3x
Mon, 12 May 2025US$1.1tUS$525.7bUS$8.4b14.2x134.8x2.2x
Wed, 09 Apr 2025US$904.7bUS$528.6bUS$9.4b17.1x95.8x1.7x
Fri, 07 Mar 2025US$1.2tUS$535.2bUS$11.5b17.7x100.5x2.2x
Sun, 02 Feb 2025US$1.5tUS$532.5bUS$8.4b17.4x185x2.9x
Tue, 31 Dec 2024US$1.6tUS$527.0bUS$17.2b17.4x95.7x3.1x
Thu, 28 Nov 2024US$1.3tUS$527.9bUS$17.2b20.1x78.1x2.5x
Sat, 26 Oct 2024US$1.1tUS$525.6bUS$17.2b20.1x65.8x2.2x
Mon, 23 Sep 2024US$1.0tUS$519.9bUS$17.0b12.6x60.1x2x
Wed, 21 Aug 2024US$962.0bUS$517.5bUS$16.5b16.2x58.2x1.9x
Fri, 19 Jul 2024US$1.1tUS$509.6bUS$17.4b19.6x61.2x2.1x
Sun, 16 Jun 2024US$807.9bUS$509.6bUS$17.4b13.9x46.5x1.6x
Tue, 14 May 2024US$802.8bUS$508.6bUS$17.2b17.2x46.8x1.6x
Thu, 11 Apr 2024US$830.5bUS$505.6bUS$18.4b19.8x45.2x1.6x
Sat, 09 Mar 2024US$821.9bUS$504.9bUS$18.0b15.9x45.5x1.6x
Mon, 05 Feb 2024US$847.4bUS$498.9bUS$18.1b16x46.7x1.7x
Wed, 03 Jan 2024US$1.1tUS$498.4bUS$13.8b16.6x76.9x2.1x
Fri, 01 Dec 2023US$1.0tUS$498.4bUS$13.9b11.5x73.7x2.1x
Sun, 29 Oct 2023US$892.8bUS$492.8bUS$13.1b10x68.4x1.8x
Tue, 26 Sep 2023US$1.0tUS$485.9bUS$13.0b10.6x80.4x2.2x
Thu, 24 Aug 2023US$1.0tUS$486.4bUS$13.5b10.7x76.1x2.1x
Sat, 22 Jul 2023US$1.1tUS$469.5bUS$11.4b10.4x97.9x2.4x
Mon, 19 Jun 2023US$1.1tUS$462.2bUS$11.1b9x99.4x2.4x
Wed, 17 May 2023US$762.1bUS$464.6bUS$11.4b5.6x66.7x1.6x
Fri, 14 Apr 2023US$831.5bUS$446.9bUS$7.1b6.4x117.6x1.9x
Price to Earnings Ratio

117.6x


Total Market Cap: US$831.5bTotal Earnings: US$7.1bTotal Revenue: US$446.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 115.8x202420252026
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 2.8x.
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 7.2% 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 Trends

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

US Market4.40%
Consumer Discretionary3.36%
Auto-0.16%
Motorcycle Manufacturers7.37%
Automobile Manufacturers-0.18%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 35% over the next 5 years.
    • This is better than its past earnings decline of 51% per year.
    • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 2.8% 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
    		NIO NIOUS$6.2413.2%
    +US$1.8b    		85.7%PS1.2x
    		VFS VinFast AutoUS$4.3520.5%
    +US$1.7b    		54.5%PS3x
    		F Ford MotorUS$11.613.6%
    +US$1.6b    		25.6%PS0.2x
    		RIVN Rivian AutomotiveUS$15.295.5%
    +US$992.8m    		36.4%PS3.5x
    		LI Li AutoUS$18.465.2%
    +US$917.5m    		-14.2%PE115.1x

    Latest News

    TSLA
    US$352.82
    Tesla
    7D
    -0.7%
    1Y
    51.2%

    Tesla: Three Scenarios, Zero Upside

    Apr 07
    NIO
    US$6.24
    NIO
    7D
    13.2%
    1Y
    85.7%

    NIO: Favorable Catalyst Landscape

    Apr 06
    XPEV
    US$17.40
    XPeng
    7D
    4.1%
    1Y
    -1.9%

    XPEV: 2026 Volume Ambitions Will Face Mounting Execution Doubts

    XPeng’s updated fair value estimate has moved from about $17.05 to $16.03 as analysts reflect a lower blended price target following several recent target cuts and downgrades, partly offset by a smaller number of upward revisions tied to product and technology updates. Analyst Commentary Recent Street research on XPeng reflects a split view, with several bearish analysts trimming price targets or issuing downgrades, while a smaller group highlights upside tied to product and technology developments.
    GM
    US$73.43
    General Motors
    7D
    0.9%
    1Y
    68.7%

    GM: Future Margins Will Depend On Truck Mix And Disciplined EV Spending

    The analyst price target for General Motors has been adjusted modestly higher, with analysts pointing to slightly stronger revenue growth and profit margin assumptions, combined with a stable discount rate and future P/E outlook as key drivers of the updated fair value of about $68.23, up from roughly $67.50. Analyst Commentary Recent Street research around General Motors has included both positive and cautious views, with several firms adjusting ratings and price targets while reassessing key drivers such as product mix, regulatory changes and capital allocation.
    PSNY
    US$19.83
    Polestar Automotive Holding UK
    7D
    16.2%
    1Y
    -28.6%

    PSNY: Revised Deliveries And Capital Raises Will Support Long Term Upside

    Analysts have trimmed their 12 month price target for Polestar Automotive Holding UK to $30.00, citing lower delivery expectations, additional capital needs, recent share price strength, an unclear autonomy strategy, and revised volume guidance that feeds into reduced revenue estimates and a higher assumed future P/E multiple. Analyst Commentary Recent research has highlighted a more cautious stance on Polestar Automotive Holding UK, with some analysts pointing to softer volume expectations, additional capital requirements, and uncertainty around the autonomy roadmap.
    F
    US$11.61
    Ford Motor
    7D
    3.6%
    1Y
    25.6%

    F: 2026 EV Reset And Partnerships Will Drive Margin-Focused Upside Prospects

    Ford's updated analyst price target edges up to $14.09, with analysts pointing to slightly firmer revenue expectations, improved margin assumptions, and a lower future P/E framework as they weigh recent research that includes both higher and lower price targets across the Street. Analyst Commentary Recent research on Ford shows a mix of optimism and caution, with target price changes reflecting different views on how well the company can execute on its current plans and manage its electric vehicle transition while protecting profitability in its core truck and SUV lineup.
    LI
    US$18.46
    Li Auto
    7D
    5.2%
    1Y
    -14.2%

    LI: Overseas Execution And Mix Management Will Drive Future Re Rating Potential

    Li Auto's updated analyst price target has been reduced by about $3.70, with analysts pointing to softer 2026 volume and margin expectations, a higher mix of lower margin models, and recent downgrades that reflect concerns about delivery trends and profit pressure. Analyst Commentary Recent research paints a mixed but still constructive picture around Li Auto, with several firms adjusting price targets and ratings in response to updated 2026 guidance and margin assumptions.
    RIVN
    US$15.29
    Rivian Automotive
    7D
    5.5%
    1Y
    36.4%

    RIVN: Autonomy Hopes Will Struggle Against Persistent Cash Burn And Losses

    Rivian Automotive's analyst price target has shifted slightly lower to $9.06 from $10.00, as analysts factor in higher projected losses, a more cautious profit margin, and a higher future P/E assumption, partially offset by stronger expected revenue growth and modestly positive readthroughs from recent research on the Uber partnership and upcoming R2 launch. Analyst Commentary Recent research on Rivian shows a split tape of opinions, with some firms leaning more constructive on long term potential and others sharpening their focus on execution risks, cash burn, and valuation.
    WKHS
    US$2.61
    Workhorse Group
    7D
    -10.9%
    1Y
    n/a
    MAMO
    US$0.96
    Massimo Group
    7D
    -4.1%
    1Y
    -62.8%
    WGO
    US$31.52
    Winnebago Industries
    7D
    -0.1%
    1Y
    -0.06%

    WGO: FY26 Guidance And RV Demand Outlook May Drive Future Upside

    Winnebago Industries' analyst price target has been trimmed by about $2 to reflect a slightly higher discount rate, more measured revenue growth expectations, modestly firmer profit margins, and a marginally lower future P/E multiple, in line with recent target cuts from several covering analysts. Analyst Commentary Recent research has focused on fine tuning price targets for Winnebago Industries rather than making sweeping changes to ratings or narratives.
    THO
    US$77.30
    THOR Industries
    7D
    -1.2%
    1Y
    9.8%
    VFS
    US$4.35
    VinFast Auto
    7D
    20.5%
    1Y
    54.5%
    AIIO
    US$0.95
    Robo.ai
    7D
    -45.0%
    1Y
    -87.8%