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U.S. Auto Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies49
  • 7D-6.2%
  • 3M-2.0%
  • 1Y20.6%
  • YTD-8.8%

Over the last 7 days, the Auto industry has dropped 2.0%, driven by Tesla declining 1.7%. Over the past 12 months, the industry was up 30%. 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
Wed, 10 Jun 2026US$1.7tUS$539.5b-US$9,838,198,518.0615.8x-177.5x3.2x
Fri, 08 May 2026US$1.7tUS$538.2b-US$10,018,127,982.2924.5x-168.8x3.1x
Sun, 05 Apr 2026US$1.6tUS$550.1b-US$10,890,892,585.8720.6x-143x2.8x
Tue, 03 Mar 2026US$1.7tUS$531.7b-US$11,355,603,106.5224.5x-151.1x3.2x
Thu, 29 Jan 2026US$1.6tUS$534.6bUS$3.6b24.1x461.7x3.1x
Sat, 27 Dec 2025US$1.8tUS$536.7bUS$5.2b19.9x352.6x3.4x
Mon, 24 Nov 2025US$1.5tUS$537.6bUS$5.4b16x277x2.8x
Wed, 22 Oct 2025US$1.7tUS$527.7bUS$4.0b17.7x424.7x3.2x
Fri, 19 Sep 2025US$1.6tUS$527.9bUS$5.7b19x283.8x3.1x
Sun, 17 Aug 2025US$1.3tUS$526.1bUS$5.6b18.1x221.9x2.4x
Tue, 15 Jul 2025US$1.2tUS$527.7bUS$8.6b15.7x140.6x2.3x
Thu, 12 Jun 2025US$1.2tUS$527.6bUS$8.6b8.6x143.1x2.3x
Sat, 10 May 2025US$1.1tUS$525.7bUS$8.4b14.2x129.5x2.1x
Mon, 07 Apr 2025US$929.5bUS$528.9bUS$9.4b18.8x98.7x1.8x
Wed, 05 Mar 2025US$1.1tUS$535.2bUS$11.5b18x98x2.1x
Fri, 31 Jan 2025US$1.5tUS$532.5bUS$8.3b17.2x179.4x2.8x
Sun, 29 Dec 2024US$1.6tUS$527.0bUS$17.1b18.3x96.2x3.1x
Tue, 26 Nov 2024US$1.4tUS$527.8bUS$17.2b20.8x81.2x2.6x
Thu, 24 Oct 2024US$964.5bUS$523.7bUS$16.9b18.9x57.2x1.8x
Sat, 21 Sep 2024US$1.0tUS$519.9bUS$17.0b12.6x61.2x2x
Mon, 19 Aug 2024US$942.1bUS$517.3bUS$16.5b19.5x57x1.8x
Wed, 17 Jul 2024US$1.1tUS$509.5bUS$17.4b20.1x61.9x2.1x
Fri, 14 Jun 2024US$827.1bUS$509.6bUS$17.4b14.4x47.5x1.6x
Sun, 12 May 2024US$787.7bUS$508.6bUS$17.2b17.1x45.9x1.5x
Tue, 09 Apr 2024US$786.4bUS$505.7bUS$18.4b20.2x42.8x1.6x
Thu, 07 Mar 2024US$840.3bUS$504.9bUS$18.1b15.4x46.5x1.7x
Sat, 03 Feb 2024US$847.4bUS$498.9bUS$18.1b16x46.7x1.7x
Mon, 01 Jan 2024US$1.1tUS$498.6bUS$13.8b16.7x77.5x2.1x
Wed, 29 Nov 2023US$1.0tUS$498.4bUS$13.9b11.7x72.5x2x
Fri, 27 Oct 2023US$917.1bUS$488.5bUS$11.1b11.7x82.8x1.9x
Sun, 24 Sep 2023US$1.0tUS$485.9bUS$13.0b10.4x80.1x2.1x
Tue, 22 Aug 2023US$956.9bUS$486.3bUS$13.7b10.8x69.9x2x
Thu, 20 Jul 2023US$1.2tUS$461.5bUS$11.0b10.5x111.1x2.7x
Sat, 17 Jun 2023US$1.1tUS$462.2bUS$11.1b9x99.4x2.4x
Price to Earnings Ratio

99.4x


Total Market Cap: US$1.1tTotal Earnings: US$11.1bTotal Revenue: US$462.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 100.8x202420252026
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 2.4x is lower than the industry's current PS ratio of 3.1x.
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 Market-3.33%
Consumer Discretionary-3.31%
Auto-6.22%
Motorcycle Manufacturers0.93%
Automobile Manufacturers-6.23%
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
    		GM General MotorsUS$83.762.5%
    +US$1.8b    		71.2%PE31x
    		HOG Harley-DavidsonUS$25.493.5%
    +US$90.5m    		0.3%PE11.6x
    		THO THOR IndustriesUS$78.811.6%
    +US$24.4m    		-11.1%PE15.6x
    		PSNY Polestar Automotive Holding UKUS$19.621.0%
    +US$21.5m    		-38.3%PS0.7x
    		NIU Niu TechnologiesUS$2.344.5%
    +US$7.8m    		-31.6%PS0.3x

    Latest News

    XPEV
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    XPeng
    7D
    -13.5%
    1Y
    -24.4%
    NIU
    US$2.34
    Niu Technologies
    7D
    4.5%
    1Y
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    Seeking Alpha • 6h

    Niu Technologies: Strong Revenue Growth Should Eventually Push It Higher

    Summary Niu Technologies has sold off, driven down by back-to-back disappointing quarterly reports, but there is reason to think better days are ahead. Worse earnings negated strong revenue growth in Q1 FY2026, but the reason for this may actually contribute to future growth. NIU has yet to truly benefit from the oil crisis, but it is still possible NIU may be heading for windfall sales later in the year. There is enough to enable NIU to do better longer term, which is why I am bullish on NIU with a buy rating. Read the full article on Seeking Alpha
    VFS
    US$3.04
    VinFast Auto
    7D
    -10.1%
    1Y
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    TSLA
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    Tesla
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    -6.4%
    1Y
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    LCID
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    Lucid Group
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    1Y
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    F
    US$14.95
    Ford Motor
    7D
    -7.4%
    1Y
    41.0%
    Narrative Update • Jun 08

    F: Energy Storage Subsidiary Is Expected To Support Future Margin Mix

    Ford Motor's analyst price target has moved higher, with the updated fair value estimate increasing from about $17.12 to $19.45. Analysts point to the growing role of Ford Energy's battery storage opportunity and its potential to support earnings and margins alongside the core auto business.
    GM
    US$83.76
    General Motors
    7D
    2.5%
    1Y
    71.2%
    Narrative Update • Jun 08

    GM: Future Returns Will Depend On Higher-Margin Trucks And New Revenue Streams

    Analysts have nudged the fair value estimate for General Motors slightly higher to about $94.81 from $93.92, citing Street research that points to potential contributions from higher auto production and new revenue streams in areas such as energy storage, autonomous technologies, robotics, and digital services. Analyst Commentary Recent Street research on General Motors points to a wide range of views on where the stock should trade, with multiple firms adjusting price targets and ratings in both directions.
    PSNY
    US$19.62
    Polestar Automotive Holding UK
    7D
    1.0%
    1Y
    -38.3%
    Narrative Update • Jun 06

    PSNY: US Production Shift And Capital Raise Will Shape Balanced Outlook

    Analysts have reduced their price target for Polestar Automotive Holding UK from $30.00 to $20.00, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple as the key drivers of this change. What's in the News Polestar stock moved up 5.91% on 22 May 2026, with investors reacting to recent presentations that outlined the company’s growth roadmap and new models, and to plans to consolidate Polestar 3 production in the US to help address tariff exposure.
    THO
    US$78.81
    THOR Industries
    7D
    1.6%
    1Y
    -11.1%
    RIVN
    US$15.73
    Rivian Automotive
    7D
    -9.0%
    1Y
    9.2%
    LI
    US$14.11
    Li Auto
    7D
    -8.6%
    1Y
    -51.5%
    Narrative Update • Jun 05

    LI: Future Performance Will Balance Margin Pressure With AI And Product Cycle Execution

    Li Auto's updated analyst price target moves down from about $15.00 to about $14.00, as analysts adjust their models for softer recent margins and sales, while still acknowledging steadier volumes and potential mix improvement in higher priced models. Analyst Commentary Recent Street research around Li Auto has tilted more cautious, with several bearish analysts trimming price targets and rethinking how much risk investors should be willing to take on execution, margins, and growth.
    HOG
    US$25.49
    Harley-Davidson
    7D
    3.5%
    1Y
    0.3%
    Narrative Update • Jun 05

    HOG: Turnaround Plan And Buybacks Will Confront Ongoing Demand And Dealer Risks

    Analysts have raised the implied fair value for Harley-Davidson stock from about $22.14 to $25.45, citing higher Street price targets around $15, along with updated assumptions for slower revenue declines, improved profit margins, and a lower future P/E multiple. Analyst Commentary Recent Street research paints a mixed picture for Harley-Davidson, with several firms lifting price targets while still urging caution on the stock.
    NIO
    US$5.28
    NIO
    7D
    -12.1%
    1Y
    38.6%
    MAMO
    US$0.98
    Massimo Group
    7D
    1.1%
    1Y
    -55.2%
    AIIO
    US$2.83
    Robo.ai
    7D
    2.5%
    1Y
    -93.0%
    DCX
    US$3.03
    Digital Currency X Technology
    7D
    15.6%
    1Y
    -99.9%