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U.S. Auto Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies49
  • 7D-5.5%
  • 3M-1.3%
  • 1Y11.5%
  • YTD-12.6%

Over the last 7 days, the Auto industry has dropped 5.5%, driven by Tesla declining 5.7%. Over the past 12 months, the industry was up 12%. 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, 24 Jun 2026US$1.7tUS$539.4b-US$9,826,783,369.3815.5x-174.8x3.2x
Fri, 22 May 2026US$1.8tUS$538.3b-US$10,147,492,518.8018.1x-173.6x3.3x
Sun, 19 Apr 2026US$1.7tUS$550.6b-US$11,312,363,060.9423.1x-152.4x3.1x
Tue, 17 Mar 2026US$1.7tUS$531.5b-US$10,778,149,339.4623.4x-154.2x3.1x
Thu, 12 Feb 2026US$1.8tUS$531.5b-US$10,774,785,870.9725.8x-168.5x3.4x
Sat, 10 Jan 2026US$1.7tUS$536.9bUS$5.2b20.6x322.6x3.1x
Mon, 08 Dec 2025US$1.7tUS$536.3bUS$5.2b18.9x334.1x3.2x
Wed, 05 Nov 2025US$1.7tUS$535.1bUS$5.0b17.6x335.4x3.2x
Fri, 03 Oct 2025US$1.7tUS$527.8bUS$5.7b18.5x302.7x3.3x
Sun, 31 Aug 2025US$1.3tUS$527.6bUS$5.7b17.9x222.5x2.4x
Tue, 29 Jul 2025US$1.2tUS$523.8bUS$7.3b15.8x166.3x2.3x
Thu, 26 Jun 2025US$1.3tUS$527.7bUS$8.6b8.3x148.3x2.4x
Sat, 24 May 2025US$1.3tUS$527.3bUS$8.6b8.4x149.2x2.4x
Mon, 21 Apr 2025US$936.6bUS$528.8bUS$9.4b18.2x99.4x1.8x
Wed, 19 Mar 2025US$943.7bUS$528.9bUS$9.5b16.4x98.9x1.8x
Fri, 14 Feb 2025US$1.3tUS$534.5bUS$10.7b17.5x124.8x2.5x
Sun, 12 Jan 2025US$1.5tUS$526.8bUS$17.2b17.2x88.2x2.9x
Tue, 10 Dec 2024US$1.5tUS$527.4bUS$17.1b22x88.1x2.9x
Thu, 07 Nov 2024US$1.1tUS$528.5bUS$16.9b17.4x63.2x2x
Sat, 05 Oct 2024US$1.0tUS$519.6bUS$17.0b19.5x60.7x2x
Mon, 02 Sep 2024US$948.9bUS$518.4bUS$16.8b14.4x56.3x1.8x
Wed, 31 Jul 2024US$986.0bUS$516.4bUS$16.5b12.8x59.9x1.9x
Fri, 28 Jun 2024US$873.3bUS$509.4bUS$17.4b18x50.3x1.7x
Sun, 26 May 2024US$816.7bUS$509.9bUS$17.4b14.4x47x1.6x
Tue, 23 Apr 2024US$711.5bUS$505.5bUS$18.4b16x38.7x1.4x
Thu, 21 Mar 2024US$807.5bUS$505.9bUS$18.2b16.4x44.3x1.6x
Sat, 17 Feb 2024US$897.0bUS$500.7bUS$16.6b16.6x54.1x1.8x
Mon, 15 Jan 2024US$951.6bUS$498.3bUS$13.8b15.7x69.2x1.9x
Wed, 13 Dec 2023US$1.0tUS$498.4bUS$13.8b14.6x73.9x2x
Fri, 10 Nov 2023US$950.5bUS$497.5bUS$14.0b10.5x67.8x1.9x
Sun, 08 Oct 2023US$1.1tUS$484.8bUS$12.8b12.2x84.9x2.2x
Tue, 05 Sep 2023US$1.1tUS$486.1bUS$13.0b11x81.7x2.2x
Thu, 03 Aug 2023US$1.1tUS$483.2bUS$13.5b10.9x82.7x2.3x
Sat, 01 Jul 2023US$1.1tUS$461.3bUS$11.1b9.8x101x2.4x
Price to Earnings Ratio

101x


Total Market Cap: US$1.1tTotal Earnings: US$11.1bTotal Revenue: US$461.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 97.3x202420252026
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 5.4% 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-2.31%
Consumer Discretionary-4.08%
Auto-5.54%
Motorcycle Manufacturers-2.31%
Automobile Manufacturers-5.54%
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
    		NIO NIOUS$5.091.6%
    +US$200.2m    		45.4%PS0.9x
    		VFS VinFast AutoUS$3.161.9%
    +US$140.4m    		-8.8%PS2x
    		AIIO Robo.aiUS$3.1624.9%
    +US$87.8m    		-91.8%PS463.7x
    		LCID Lucid GroupUS$5.193.4%
    +US$66.3m    		-76.1%PS1.4x
    		EVTV Envirotech VehiclesUS$1.565.4%
    +US$1.0m    		-6.6%PS2.7x

    Latest News

    LCID
    US$5.19
    Lucid Group
    7D
    3.4%
    1Y
    -76.1%
    LI
    US$12.63
    Li Auto
    7D
    -10.0%
    1Y
    -55.7%
    TSLA
    US$381.61
    Tesla
    7D
    -5.7%
    1Y
    12.1%
    Seeking Alpha • 10h

    Tesla: An Optimistic Or Unrealistic Forecast May Not Sustain Shares Forever

    Summary Tesla, Inc. remains overvalued, reliant on future autonomous and robotics growth that faces significant execution risk. Consensus forecasts for TSLA's EV volumes and margins appear overly optimistic, especially given intensifying global competition and fading EV credits. Key growth drivers—robotaxi and Optimus—are delayed, highly competitive, and unlikely to justify current multiples before 2030. I maintain a Sell rating for TSLA stock; only a merger with SpaceX or major tech acquisitions could sustain TSLA’s high-growth narrative. Read the full article on Seeking Alpha
    GM
    US$78.95
    General Motors
    7D
    -4.3%
    1Y
    61.1%
    F
    US$14.00
    Ford Motor
    7D
    -2.8%
    1Y
    30.5%
    Narrative Update • Jun 23

    F: Energy Storage Agreements And EV Roadmap Will Shape Future Earnings Mix

    Ford Motor's updated analyst price target has moved higher to $14.85, with analysts pointing to the emerging Ford Energy battery storage opportunity and the related rerating across the Street as key drivers behind this change. Analyst Commentary Recent research on Ford Motor highlights a clear split between enthusiasm for the Ford Energy battery storage opportunity and caution around execution and how much of this upside is already reflected in the stock.
    RIVN
    US$14.89
    Rivian Automotive
    7D
    -6.5%
    1Y
    7.8%
    NIO
    US$5.09
    NIO
    7D
    1.6%
    1Y
    45.4%
    THO
    US$72.85
    THOR Industries
    7D
    -2.9%
    1Y
    -16.9%
    XPEV
    US$12.76
    XPeng
    7D
    -7.8%
    1Y
    -35.7%
    VFS
    US$3.16
    VinFast Auto
    7D
    1.9%
    1Y
    -8.8%
    LOT
    US$1.08
    Lotus Technology
    7D
    -8.9%
    1Y
    -55.4%
    Seeking Alpha • Jun 15

    Lotus Technology: Reiterating Sell On Impending Dilution And Overambitious Targets

    Summary Lotus remains under pressure with a reiterated Sell rating due to ongoing operational underperformance and anticipated equity dilution. LOT must scale deliveries from 6.5k to 20k units annually to reach EBITDA breakeven, a target seen as highly aggressive amid weak demand. Heavy reliance on new PHEV models and the 'For Me' lineup is central to LOT’s turnaround strategy, but competitive and macro headwinds persist. Valuation at 2.0x–2.5x forward EV/Revenue implies further downside, with 2027E revenue modeled at $1bn versus consensus $1.3bn. Read the full article on Seeking Alpha
    AIIO
    US$3.16
    Robo.ai
    7D
    24.9%
    1Y
    -91.8%
    WKHS
    US$2.80
    Workhorse Group
    7D
    0.4%
    1Y
    n/a
    EVTV
    US$1.56
    Envirotech Vehicles
    7D
    5.4%
    1Y
    -6.6%