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U.S. Auto Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies49
  • 7D-0.8%
  • 3M2.0%
  • 1Y22.5%
  • YTD-6.9%

The Auto is pretty flat in the last 7 days, but VinFast Auto has stood out, gaining 3.3%. As for the the longer term, the industry is up 22% over the past 12 months. Looking forward, 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
Mon, 15 Jun 2026US$1.7tUS$539.5b-US$9,841,315,892.2615.3x-176x3.2x
Wed, 13 May 2026US$1.8tUS$538.3b-US$10,107,906,360.2223.6x-180.4x3.4x
Fri, 10 Apr 2026US$1.5tUS$550.5b-US$11,299,277,855.9422.4x-133.4x2.7x
Sun, 08 Mar 2026US$1.7tUS$531.5b-US$11,318,157,820.8223.7x-148.6x3.2x
Tue, 03 Feb 2026US$1.8tUS$533.8bUS$2.3b24x784.4x3.4x
Thu, 01 Jan 2026US$1.7tUS$536.8bUS$5.2b19.2x333.2x3.2x
Sat, 29 Nov 2025US$1.6tUS$536.2bUS$5.1b21.6x320x3.1x
Mon, 27 Oct 2025US$1.7tUS$535.0bUS$4.8b19.5x347.7x3.1x
Wed, 24 Sep 2025US$1.6tUS$527.9bUS$5.7b18.5x288.6x3.1x
Fri, 22 Aug 2025US$1.2tUS$527.5bUS$5.7b17.7x214.6x2.3x
Sun, 20 Jul 2025US$1.3tUS$527.7bUS$8.6b15.1x146.1x2.4x
Tue, 17 Jun 2025US$1.2tUS$527.7bUS$8.6b8.4x141.9x2.3x
Thu, 15 May 2025US$1.3tUS$525.9bUS$8.5b15x148.3x2.4x
Sat, 12 Apr 2025US$967.4bUS$528.8bUS$9.4b18.2x102.8x1.8x
Mon, 10 Mar 2025US$1.1tUS$535.3bUS$11.5b18.2x95.9x2.1x
Wed, 05 Feb 2025US$1.5tUS$532.7bUS$8.5b17.7x174.5x2.8x
Fri, 03 Jan 2025US$1.5tUS$526.9bUS$17.2b17.2x90.2x2.9x
Sun, 01 Dec 2024US$1.4tUS$527.9bUS$17.2b20.6x79.7x2.6x
Tue, 29 Oct 2024US$1.1tUS$525.6bUS$17.2b20.3x65.8x2.2x
Thu, 26 Sep 2024US$1.1tUS$519.8bUS$17.0b15.2x63.5x2.1x
Sat, 24 Aug 2024US$928.2bUS$517.9bUS$17.0b14.7x54.5x1.8x
Mon, 22 Jul 2024US$1.0tUS$509.5bUS$17.4b19.1x59x2x
Wed, 19 Jun 2024US$840.9bUS$509.6bUS$17.4b14.3x48.3x1.7x
Fri, 17 May 2024US$811.9bUS$508.7bUS$17.3b16.1x47x1.6x
Sun, 14 Apr 2024US$815.3bUS$505.5bUS$18.3b18.4x44.4x1.6x
Tue, 12 Mar 2024US$829.0bUS$504.9bUS$18.1b15.7x45.8x1.6x
Thu, 08 Feb 2024US$841.4bUS$500.8bUS$16.3b16.4x51.6x1.7x
Sat, 06 Jan 2024US$1.0tUS$498.4bUS$13.8b15.6x74x2x
Mon, 04 Dec 2023US$1.0tUS$498.3bUS$13.9b12.1x73.2x2x
Wed, 01 Nov 2023US$872.7bUS$492.8bUS$13.1b10.3x66.9x1.8x
Fri, 29 Sep 2023US$1.1tUS$484.8bUS$12.8b12.9x82.1x2.2x
Sun, 27 Aug 2023US$1.0tUS$486.3bUS$13.5b10.5x76.4x2.1x
Tue, 25 Jul 2023US$1.2tUS$469.5bUS$11.4b10.4x101.2x2.5x
Thu, 22 Jun 2023US$1.1tUS$461.5bUS$11.0b9.1x98.8x2.4x
Price to Earnings Ratio

98.8x


Total Market Cap: US$1.1tTotal Earnings: US$11.0bTotal Revenue: US$461.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 99.6x202420252026
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 3.2x.
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 Market0.50%
Consumer Discretionary-0.13%
Auto-0.81%
Motorcycle Manufacturers3.67%
Automobile Manufacturers-0.82%
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
    		VFS VinFast AutoUS$3.153.3%
    +US$234.0m    		-14.2%PS2x
    		HOG Harley-DavidsonUS$25.642.9%
    +US$76.8m    		5.2%PE11.7x
    		LCID Lucid GroupUS$5.202.1%
    +US$41.0m    		-75.8%PS1.4x
    		WGO Winnebago IndustriesUS$29.244.6%
    +US$36.2m    		-8.7%PE19.9x
    		LOT Lotus TechnologyUS$1.190.8%
    +US$6.4m    		-46.4%PS1.5x

    Latest News

    TSLA
    US$406.43
    Tesla
    7D
    -0.6%
    1Y
    23.5%
    VFS
    US$3.15
    VinFast Auto
    7D
    3.3%
    1Y
    -14.2%
    NIO
    US$5.21
    NIO
    7D
    -4.4%
    1Y
    48.0%
    Narrative Update • Jun 14

    NIO: Profitability And Margin Gains Will Offset Rising Geopolitical Risk

    NIO's updated analyst narrative points to a slightly higher fair value of $7.06 per share, with analysts citing a lower implied discount rate, a more moderate revenue growth outlook, improved profit margin assumptions, and a reset to a lower forward P/E multiple as key drivers of the revised price target framework. Analyst Commentary Recent Street research around utilities and infrastructure oriented stocks provides some context for how analysts are currently thinking about valuation frameworks, discount rates, and growth execution.
    NIU
    US$2.30
    Niu Technologies
    7D
    0.4%
    1Y
    -31.5%
    Narrative Update • Jun 13

    NIU: Refined Earnings Assumptions Will Support Future Share Price Strength

    Narrative Update on Niu Technologies Analysts now see Niu Technologies' price target at $3.50, down from $3.70. This reflects updated models after the recent Q4 report and small tweaks to the discount rate and P/E assumptions.
    XPEV
    US$14.49
    XPeng
    7D
    -8.5%
    1Y
    -22.3%
    RIVN
    US$16.76
    Rivian Automotive
    7D
    -0.5%
    1Y
    21.8%
    LCID
    US$5.20
    Lucid Group
    7D
    2.1%
    1Y
    -75.8%
    Narrative Update • Jun 11

    LCID: Saudi Production Ramp And Robotaxi Partnership Will Support Future Upside

    Analysts have trimmed their implied fair value for Lucid Group from about $12.77 to $8.40, reflecting a reset in price targets after the company pulled its 2026 outlook. They continue to point to medium term milestones such as the planned Saudi plant and expectations for lower capital spending.
    GM
    US$81.50
    General Motors
    7D
    -2.7%
    1Y
    65.4%
    F
    US$14.84
    Ford Motor
    7D
    -1.1%
    1Y
    39.7%
    HOG
    US$25.64
    Harley-Davidson
    7D
    2.9%
    1Y
    5.2%
    PSNY
    US$19.17
    Polestar Automotive Holding UK
    7D
    -2.4%
    1Y
    -40.8%
    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.
    LOT
    US$1.19
    Lotus Technology
    7D
    0.8%
    1Y
    -46.4%
    Narrative Update • Jun 05

    LOT: Hybrid Platform And Multi Powertrain Plan Will Support Upside

    Analysts have reduced their price target on Lotus Technology to reflect a slightly lower assumed future P/E multiple of 16.28x, while keeping key inputs such as fair value, discount rate, revenue growth, and profit margin assumptions broadly unchanged. What's in the News Launched Eletre X hyper SUV in Europe, built on the new X-Hybrid architecture with a 900V platform, 70 kWh battery, dual motors delivering up to 952 PS and 935 Nm of torque, EV-only range of up to 350 km and a combined WLTP range targeted at more than 1,200 km, with 20-80% charging in about 9 minutes on a 350 kW DC charger; European deliveries are expected in Q4 2026 and UK deliveries in summer 2027, subject to right hand drive homologation.
    WGO
    US$29.24
    Winnebago Industries
    7D
    4.6%
    1Y
    -8.7%
    Seeking Alpha • Jun 05

    I Was Wrong About Upgrading Winnebago - Downgrading To Sell Again

    Summary Winnebago Industries (WGO) reported a 6% sales growth for the most recent quarter, but at the same time two out of three segments contracted. The macroeconomic landscape remains challenging with consumer confidence at record lows, and crude prices still elevated. The firm's dividend looks unsustainable, in my opinion, based on the free cash flow figures, but even if it was sustainable, a dividend discount model still signals overvaluation. For these reasons, I downgrade WGO from hold to sell. Read the full article on Seeking Alpha
    LI
    US$14.30
    Li Auto
    7D
    -1.6%
    1Y
    -49.3%
    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.
    LVWR
    US$1.19
    LiveWire Group
    7D
    1.7%
    1Y
    -76.8%
    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
    SEV
    US$2.25
    Aptera Motors
    7D
    6.1%
    1Y
    n/a