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U.S. Auto Industry Analysis

UpdatedJan 19, 2026
DataAggregated Company Financials
Companies44
  • 7D-1.9%
  • 3M-1.0%
  • 1Y4.6%
  • YTD-0.4%

Over the last 7 days, the Auto industry has dropped 1.9%, driven by Tesla declining 1.7%. In contrast, THOR Industries has gained 6.1%. In the past year, the industry has gained 4.6%. Looking forward, earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 19 Jan 2026US$1.7tUS$536.9bUS$5.2b21.5x321.7x3.1x
Wed, 17 Dec 2025US$1.8tUS$536.4bUS$5.2b19.2x345x3.4x
Fri, 14 Nov 2025US$1.7tUS$536.1bUS$4.9b17.7x340x3.1x
Sun, 12 Oct 2025US$1.6tUS$527.8bUS$5.8b17.3x272.2x3x
Tue, 09 Sep 2025US$1.3tUS$527.8bUS$5.7b18.4x232x2.5x
Thu, 07 Aug 2025US$1.2tUS$526.1bUS$6.5b18x180.2x2.2x
Sat, 05 Jul 2025US$1.2tUS$527.8bUS$8.6b15.7x139.9x2.3x
Mon, 02 Jun 2025US$1.3tUS$527.3bUS$8.6b8.3x150.3x2.5x
Wed, 30 Apr 2025US$1.1tUS$528.0bUS$7.9b13.2x137.8x2.1x
Fri, 28 Mar 2025US$1.1tUS$529.0bUS$9.4b21.3x112.5x2x
Sun, 23 Feb 2025US$1.3tUS$535.1bUS$11.5b17.1x117.6x2.5x
Tue, 21 Jan 2025US$1.6tUS$526.8bUS$17.3b16.2x93.8x3.1x
Thu, 19 Dec 2024US$1.8tUS$527.2bUS$17.1b20.4x104.9x3.4x
Sat, 16 Nov 2024US$1.3tUS$527.7bUS$17.0b16.1x74.3x2.4x
Mon, 14 Oct 2024US$961.5bUS$519.5bUS$17.0b18.7x56.7x1.9x
Wed, 11 Sep 2024US$946.3bUS$519.5bUS$17.0b14.6x55.7x1.8x
Fri, 09 Aug 2024US$841.4bUS$517.1bUS$16.4b13.2x51.4x1.6x
Sun, 07 Jul 2024US$1.1tUS$509.5bUS$17.4b17.5x60.8x2.1x
Tue, 04 Jun 2024US$815.1bUS$509.9bUS$17.5b14.8x46.6x1.6x
Thu, 02 May 2024US$824.7bUS$507.8bUS$17.1b17.1x48.1x1.6x
Sat, 30 Mar 2024US$826.5bUS$505.6bUS$18.2b18.7x45.4x1.6x
Mon, 26 Feb 2024US$870.5bUS$501.5bUS$16.7b17x52.1x1.7x
Wed, 24 Jan 2024US$905.4bUS$498.3bUS$13.8b16x65.5x1.8x
Fri, 22 Dec 2023US$1.1tUS$498.5bUS$13.8b16.7x76.6x2.1x
Sun, 19 Nov 2023US$995.1bUS$498.1bUS$13.9b11.8x71.8x2x
Tue, 17 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x83.1x2.2x
Thu, 14 Sep 2023US$1.1tUS$486.0bUS$13.0b10.7x87.7x2.4x
Sat, 12 Aug 2023US$1.1tUS$486.8bUS$14.1b11x74.6x2.2x
Mon, 10 Jul 2023US$1.2tUS$461.4bUS$11.0b9.6x106.3x2.5x
Wed, 07 Jun 2023US$956.9bUS$461.9bUS$11.5b8.8x83.5x2.1x
Fri, 05 May 2023US$742.6bUS$462.7bUS$11.6b6x64.2x1.6x
Sun, 02 Apr 2023US$907.6bUS$446.8bUS$7.1b6.6x128.6x2x
Tue, 28 Feb 2023US$917.9bUS$448.4bUS$6.8b9.3x134.1x2x
Thu, 26 Jan 2023US$720.4bUS$426.0bUS$15.7b7.5x45.8x1.7x
Price to Earnings Ratio

45.8x


Total Market Cap: US$720.4bTotal Earnings: US$15.7bTotal Revenue: US$426.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 118.5x202420252026
Current Industry PE
  • Investors are optimistic on the American Auto industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 322x which is higher than its 3-year average PE of 118x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 31% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.0% 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-0.29%
Consumer Discretionary-2.23%
Auto-1.90%
Automobile Manufacturers-1.90%
Motorcycle Manufacturers-4.41%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 121x.
    • Analysts are expecting annual earnings growth of 33.2%, which is higher than its past year's earnings decline of 54.4% per year.
  • Investors are most pessimistic about the Motorcycle Manufacturers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.6x.
Forecasted Growth
  • Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 33% over the next 5 years.
  • This is better than its past earnings decline of 54% per year.
  • In contrast, the Motorcycle Manufacturers industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
THO THOR IndustriesUS$114.786.1%
+US$346.1m		12.8%PE21.5x
PSNY Polestar Automotive Holding UKUS$22.2412.5%
+US$190.2m		-32.0%PS0.7x
NIO NIOUS$4.711.5%
+US$177.0m		8.0%PS1.1x
WGO Winnebago IndustriesUS$47.796.8%
+US$85.8m		0.08%PE37.1x
LOT Lotus TechnologyUS$1.463.5%
+US$33.9m		-57.9%PS1.6x

Latest News

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F
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Ford Motor
7D
-3.1%
1Y
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THO
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THOR Industries
7D
6.1%
1Y
12.8%
WGO
US$47.79
Winnebago Industries
7D
6.8%
1Y
0.08%
XPEV
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XPeng
7D
-4.9%
1Y
46.1%
SEV
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Aptera Motors
7D
10.8%
1Y
n/a
GM
US$80.82
General Motors
7D
-2.5%
1Y
58.6%

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Analysts have raised their implied fair value estimate for General Motors from about $38 to roughly $51 per share, citing higher Street price targets supported by recent Q3 beats, ongoing cash generation, buyback potential, and reduced tariff concerns. Analyst Commentary Street research around General Motors has turned more constructive, with several firms lifting price targets after the Q3 beat and guidance raise.
PSNY
US$22.24
Polestar Automotive Holding UK
7D
12.5%
1Y
-32.0%

PSNY: Finnish Network Expansion Will Support Future Upside Potential

Analysts left their price target for Polestar Automotive Holding UK broadly unchanged at US$30.00, reflecting only small fine tuning to assumptions around future profit margin and P/E expectations rather than a shift in their overall view of the stock. What's in the News Polestar closed a private placement transaction on December 23, 2025, following earlier disclosures about the deal (Key Developments).
LI
US$16.19
Li Auto
7D
-5.0%
1Y
-28.3%

LI: Future Performance Will Balance Mixed Outlook With Global Expansion Uncertainty

Narrative Update Analysts have trimmed their Li Auto price targets, with one moving to US$25 and another initiating at US$19. This reflects views that recent mixed results, a weaker near term outlook and questions around the global expansion plan warrant more cautious assumptions on growth, margins and future P/E multiples.
NIO
US$4.71
NIO
7D
-2.9%
1Y
8.0%

NIO: Chip Licensing And Execution On Delivery Plans Will Support Future Upside

Analysts have trimmed their price targets on NIO, with cuts such as Citi's move to US$6.90 from US$8.60 and BofA's to US$6.70 from US$7.60. They cited weaker Q4 delivery guidance, softer order trends into Q1, and increased competitive pressure.
TSLA
US$437.50
Tesla
7D
-2.6%
1Y
2.6%

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Analysts have raised their Tesla fair value estimate from $500 to $600. They point to updated assumptions for higher revenue growth, wider profit margins, and a lower future P/E multiple, even as recent research still highlights risks around delivery trends, spending plans, and governance.
LCID
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Lucid Group
7D
-10.1%
1Y
-67.0%

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GGR
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Gogoro
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8.8%
1Y
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EVTV
US$3.55
Envirotech Vehicles
7D
41.4%
1Y
-66.5%
LOT
US$1.46
Lotus Technology
7D
3.5%
1Y
-57.9%