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U.S. Auto Industry Analysis

UpdatedMay 17, 2026
DataAggregated Company Financials
Companies48
  • 7D-1.2%
  • 3M0.06%
  • 1Y18.7%
  • YTD-4.2%

Over the last 7 days, the Auto industry has dropped 1.2%, driven by a pullback from Tesla of 1.4%. On the other hand Ford Motor is actually up 8.8%. This takes the industry's 12 month performance to a gain of 19%. 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, 18 May 2026US$1.8tUS$538.2b-US$10,136,698,577.6323.4x-176x3.3x
Wed, 15 Apr 2026US$1.6tUS$550.6b-US$11,276,920,888.8622.7x-140x2.9x
Fri, 13 Mar 2026US$1.7tUS$531.6b-US$10,788,022,373.1923.4x-160.4x3.3x
Sun, 08 Feb 2026US$1.8tUS$533.9bUS$2.3b23.9x769.4x3.3x
Tue, 06 Jan 2026US$1.7tUS$536.8bUS$5.2b19.7x331.4x3.2x
Thu, 04 Dec 2025US$1.7tUS$536.1bUS$5.1b20.4x329.9x3.2x
Sat, 01 Nov 2025US$1.7tUS$535.0bUS$4.8b18.5x351.2x3.1x
Mon, 29 Sep 2025US$1.7tUS$527.8bUS$5.8b18.4x290.8x3.2x
Wed, 27 Aug 2025US$1.3tUS$527.7bUS$5.7b18.5x232.4x2.5x
Fri, 25 Jul 2025US$1.3tUS$524.0bUS$7.2b15.6x175.7x2.4x
Sun, 22 Jun 2025US$1.2tUS$527.7bUS$8.6b8.4x140.7x2.3x
Tue, 20 May 2025US$1.3tUS$525.9bUS$8.5b15.2x154.2x2.5x
Thu, 17 Apr 2025US$979.3bUS$528.7bUS$9.4b17.9x103.9x1.9x
Sat, 15 Mar 2025US$948.9bUS$528.4bUS$9.5b15.2x99.4x1.8x
Mon, 10 Feb 2025US$1.4tUS$534.4bUS$10.7b18.6x132x2.6x
Wed, 08 Jan 2025US$1.6tUS$526.8bUS$17.2b17.2x91.8x3x
Fri, 06 Dec 2024US$1.4tUS$527.4bUS$17.1b21.2x82.1x2.7x
Sun, 03 Nov 2024US$1.1tUS$528.7bUS$16.8b17.5x62.8x2x
Tue, 01 Oct 2024US$1.1tUS$519.8bUS$17.0b15.5x64.7x2.1x
Thu, 29 Aug 2024US$933.6bUS$517.9bUS$17.0b13.7x54.8x1.8x
Sat, 27 Jul 2024US$946.9bUS$516.4bUS$16.5b13.5x57.5x1.8x
Mon, 24 Jun 2024US$825.2bUS$509.4bUS$17.4b18.2x47.5x1.6x
Wed, 22 May 2024US$806.9bUS$509.6bUS$17.2b14.8x46.8x1.6x
Fri, 19 Apr 2024US$724.7bUS$505.5bUS$18.4b16.2x39.5x1.4x
Sun, 17 Mar 2024US$784.2bUS$504.8bUS$18.1b15.7x43.3x1.6x
Tue, 13 Feb 2024US$859.0bUS$500.7bUS$16.3b16.9x52.8x1.7x
Thu, 11 Jan 2024US$1.0tUS$498.4bUS$13.8b11.1x73.4x2x
Sat, 09 Dec 2023US$1.0tUS$498.4bUS$13.7b14.7x75.7x2.1x
Mon, 06 Nov 2023US$954.2bUS$493.2bUS$13.2b11.4x72.4x1.9x
Wed, 04 Oct 2023US$1.1tUS$484.8bUS$12.8b12.5x83.4x2.2x
Fri, 01 Sep 2023US$1.1tUS$486.2bUS$13.0b10.8x84.6x2.3x
Sun, 30 Jul 2023US$1.2tUS$483.3bUS$13.5b10.8x85.6x2.4x
Tue, 27 Jun 2023US$1.0tUS$461.3bUS$11.1b9.1x92.9x2.2x
Thu, 25 May 2023US$815.4bUS$464.3bUS$11.8b5.6x69.2x1.8x
Price to Earnings Ratio

69.2x


Total Market Cap: US$815.4bTotal Earnings: US$11.8bTotal Revenue: US$464.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Industry Price to Earnings3Y Average 106.3x202420252026
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 2.3x is lower than the industry's current PS ratio of 3.3x.
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 5.0% 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-0.34%
Consumer Discretionary-3.37%
Auto-1.22%
Automobile Manufacturers-1.22%
Motorcycle Manufacturers-2.69%
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 52% 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
    		F Ford MotorUS$13.408.8%
    +US$4.3b    		24.1%PS0.3x
    		NIO NIOUS$6.104.3%
    +US$625.7m    		48.8%PS1.2x
    		LI Li AutoUS$18.512.8%
    +US$516.5m    		-35.8%PE114.4x
    		LOT Lotus TechnologyUS$1.4016.7%
    +US$128.4m    		-37.2%PS1.7x
    		AIIO Robo.aiUS$4.02367.4%
    +US$58.5m    		-89.3%PS78.4x

    Latest News

    AIIO
    US$4.02
    Robo.ai
    7D
    367.4%
    1Y
    -89.3%
    TSLA
    US$422.24
    Tesla
    7D
    -1.4%
    1Y
    20.6%
    WGO
    US$28.82
    Winnebago Industries
    7D
    -9.2%
    1Y
    -21.3%
    EVTV
    US$2.33
    Envirotech Vehicles
    7D
    13.7%
    1Y
    -7.5%
    LI
    US$18.51
    Li Auto
    7D
    2.8%
    1Y
    -35.8%
    LOT
    US$1.40
    Lotus Technology
    7D
    16.7%
    1Y
    -37.2%
    Narrative Update • May 16

    LOT: Hybrid Rollout And Higher Future P/E Will Support Upside

    Analysts have maintained their fair value estimate for Lotus Technology at $2.40 while updating assumptions, including a higher discount rate and a slightly higher future P/E. These revisions inform the latest price target and reflect their current view of the stock’s risk and earnings profile.
    PSNY
    US$21.85
    Polestar Automotive Holding UK
    7D
    1.7%
    1Y
    -37.7%
    LCID
    US$6.04
    Lucid Group
    7D
    -4.7%
    1Y
    -78.7%
    VFS
    US$3.83
    VinFast Auto
    7D
    -11.1%
    1Y
    6.4%
    GM
    US$74.86
    General Motors
    7D
    -5.0%
    1Y
    48.6%
    F
    US$13.40
    Ford Motor
    7D
    8.8%
    1Y
    24.1%
    Seeking Alpha • May 14

    Wall Street Lunch: Ford's Battery Bet Powers Stock Rally

    Summary Ford Motor (F) rallies on its partnership with CATL, spotlighting a significant push into U.S. battery energy storage systems. Take-Two Interactive (TTWO) surges ahead of Grand Theft Auto 6’s November launch, with pre-order timing speculation intensifying. U.S. retail sales rose 0.5% in April, matching forecasts and slowing from March’s 1.6% jump. Core sales excluding autos rose 0.7%, while sales excluding gas and autos climbed 0.5%. BlackRock advises fixed income investors to prioritize income over spread compression, given high yields and macro uncertainty. Read the full article on Seeking Alpha
    RIVN
    US$13.79
    Rivian Automotive
    7D
    -3.0%
    1Y
    -12.8%
    NIO
    US$6.10
    NIO
    7D
    4.3%
    1Y
    48.8%
    LVWR
    US$1.42
    LiveWire Group
    7D
    -13.9%
    1Y
    22.4%
    LOBO
    US$0.75
    Lobo Technologies
    7D
    35.1%
    1Y
    -29.9%
    THO
    US$74.08
    THOR Industries
    7D
    -4.0%
    1Y
    -10.1%