Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Automotive Retail Industry Analysis

UpdatedSep 25, 2025
DataAggregated Company Financials
Companies41
  • 7D-3.1%
  • 3M8.8%
  • 1Y41.7%
  • YTDn/a

Over the last 7 days, the Automotive Retail industry has dropped 2.8%, driven by a pullback from AutoZone of 2.5%. Over the past 12 months, the industry was up 42%. Earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Sep 2025US$157.5bUS$242.4bUS$4.4b15.4x36.1x0.6x
Sat, 23 Aug 2025US$150.9bUS$242.3bUS$4.6b16.1x33x0.6x
Mon, 21 Jul 2025US$115.9bUS$239.6bUS$4.3b16.8x26.8x0.5x
Wed, 18 Jun 2025US$133.5bUS$239.1bUS$4.3b16.1x31.3x0.6x
Fri, 16 May 2025US$135.6bUS$239.5bUS$4.2b17.2x32.1x0.6x
Sun, 13 Apr 2025US$111.7bUS$208.1bUS$4.1b13.4x27.4x0.5x
Tue, 11 Mar 2025US$112.1bUS$237.3bUS$3.8b14.1x29.2x0.5x
Thu, 06 Feb 2025US$77.9bUS$217.3bUS$4.2b20.5x18.4x0.4x
Sat, 04 Jan 2025US$72.4bUS$215.6bUS$4.2b19.9x17.4x0.3x
Mon, 02 Dec 2024US$78.4bUS$215.5bUS$4.1b21.7x19.2x0.4x
Wed, 30 Oct 2024US$66.0bUS$214.6bUS$3.8b15.7x17.3x0.3x
Fri, 27 Sep 2024US$65.6bUS$213.3bUS$4.0b11.9x16.4x0.3x
Sun, 25 Aug 2024US$68.4bUS$213.5bUS$4.0b12.4x17.2x0.3x
Tue, 23 Jul 2024US$65.8bUS$212.6bUS$4.5b15.8x14.5x0.3x
Thu, 20 Jun 2024US$62.6bUS$213.1bUS$4.6b15.2x13.6x0.3x
Sat, 18 May 2024US$64.7bUS$214.1bUS$4.3b14.7x15.1x0.3x
Mon, 15 Apr 2024US$60.9bUS$211.8bUS$4.7b12.5x13x0.3x
Wed, 13 Mar 2024US$64.1bUS$212.2bUS$4.6b12.6x13.9x0.3x
Fri, 09 Feb 2024US$63.4bUS$217.9bUS$4.8b15x13.3x0.3x
Sun, 07 Jan 2024US$70.4bUS$230.0bUS$5.3b16.5x13.3x0.3x
Tue, 05 Dec 2023US$69.1bUS$230.3bUS$5.3b16x13.1x0.3x
Thu, 02 Nov 2023US$61.6bUS$224.1bUS$5.5b11.5x11.1x0.3x
Sat, 30 Sep 2023US$69.7bUS$221.9bUS$5.9b11.1x11.9x0.3x
Mon, 28 Aug 2023US$72.1bUS$222.9bUS$5.2b11x13.9x0.3x
Wed, 26 Jul 2023US$75.6bUS$223.8bUS$4.8b10x15.7x0.3x
Fri, 23 Jun 2023US$72.9bUS$225.6bUS$5.0b9.5x14.7x0.3x
Sun, 21 May 2023US$70.9bUS$225.7bUS$4.7b9.5x15x0.3x
Tue, 18 Apr 2023US$66.5bUS$225.5bUS$5.5b7.8x12.1x0.3x
Thu, 16 Mar 2023US$60.1bUS$223.0bUS$6.6b7.2x9.1x0.3x
Sat, 11 Feb 2023US$71.0bUS$228.8bUS$7.2b5.7x9.9x0.3x
Mon, 09 Jan 2023US$62.4bUS$225.8bUS$7.0b5.2x9x0.3x
Wed, 07 Dec 2022US$64.4bUS$227.8bUS$7.2b5.3x9x0.3x
Fri, 04 Nov 2022US$66.9bUS$242.4bUS$6.6b4.6x10.1x0.3x
Sun, 02 Oct 2022US$65.2bUS$235.8bUS$6.4b4.6x10.2x0.3x
Price to Earnings Ratio

10.2x


Total Market Cap: US$65.2bTotal Earnings: US$6.4bTotal Revenue: US$235.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Automotive Retail Industry Price to Earnings3Y Average 17.2x202320242025
Current Industry PE
  • Investors are optimistic on the American Automotive Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 37.4x which is higher than its 3-year average PE of 17.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.36x.
Past Earnings Growth
  • The earnings for companies in the Automotive Retail industry have declined 12% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Automotive Retail compare with similar industries?

US Market0.26%
Consumer Discretionary-0.95%
Specialty Stores-1.13%
Automotive Retail-3.10%
Home Furnishing Retail1.20%
Specialty Stores0.56%
Apparel Retail0.20%
Computer and Electronics Retail0.14%
Home Improvement Retail-1.89%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
LAD Lithia MotorsUS$335.420.7%
+US$59.7m		8.4%PE9.7x
EVGO EVgoUS$4.704.9%
+US$29.6m		15.5%PS2.1x
SAH Sonic AutomotiveUS$78.540.7%
+US$18.1m		37.6%PE17x
RDNW RideNow GroupUS$4.586.5%
+US$10.7m		7.3%PS0.2x
UXIN UxinUS$3.581.4%
+US$10.3m		52.3%PE3.3x

Latest News

JZXN
US$1.09
Jiuzi Holdings
7D
9.0%
1Y
-26.8%
AZO
US$4,176.89
AutoZone
7D
-1.3%
1Y
34.3%
UXIN
US$3.58
Uxin
7D
1.4%
1Y
52.3%
KMX
US$57.05
CarMax
7D
-3.5%
1Y
-23.4%
PAG
US$173.91
Penske Automotive Group
7D
-2.2%
1Y
7.9%

Is Penske Automotive Group (NYSE:PAG) Using Too Much Debt?

Sep 19
Is Penske Automotive Group (NYSE:PAG) Using Too Much Debt?
ORLY
US$103.47
O'Reilly Automotive
7D
-1.0%
1Y
35.8%

Inventory Improvements And Store Expansions Will Boost Retail Presence

O’Reilly Automotive’s consensus price target saw a modest upward revision, as analysts point to strong EPS growth, consistent profitability, robust Q2 comps and margins, supply chain execution, and successful cost pass-throughs as key drivers, with the fair value estimate rising slightly from $106.95 to $107.55. Analyst Commentary Bullish analysts cite continued strong EPS growth projections (9%-10% over two years) and a consistent track record of profitability and technical outperformance.
GPI
US$448.18
Group 1 Automotive
7D
-2.2%
1Y
18.6%

Not Many Are Piling Into Group 1 Automotive, Inc. (NYSE:GPI) Just Yet

Sep 13
Not Many Are Piling Into Group 1 Automotive, Inc. (NYSE:GPI) Just Yet
LAD
US$335.42
Lithia Motors
7D
0.7%
1Y
8.4%

Aftersales And Digital Retail Expansion Will Unlock Future Value

Lithia Motors’ fair value estimate saw a marginal decrease, as both its future P/E ratio and consensus revenue growth forecasts remained stable. What's in the News Lithia & Driveway achieved #124 on the Fortune 500 list, retained the No. 1 spot in Automotive Retail, debuted at #434 on the Fortune Global 500, and expanded dealership presence in North America and the UK with acquisitions in the Southeast region.
SAH
US$78.54
Sonic Automotive
7D
0.7%
1Y
37.6%

Sonic Automotive (NYSE:SAH) Is Increasing Its Dividend To $0.38

Sep 10
Sonic Automotive (NYSE:SAH) Is Increasing Its Dividend To $0.38
VVV
US$37.30
Valvoline
7D
-8.0%
1Y
-11.1%

Store Expansion And EV Risk Will Redefine Auto Maintenance

Valvoline’s price target was raised to $44.12 as analysts anticipate earnings and EBITDA growth to accelerate from FY26 onward following the completion of re-franchising and tech investments, increasing confidence in the company’s strategic trajectory and near-term upside. Analyst Commentary Bullish analysts note that Valvoline's recent share price performance has been hampered by re-franchising transactions and elevated SG&A investments related to technology modernization.
CVNA
US$374.81
Carvana
7D
-0.9%
1Y
120.9%
AAP
US$61.05
Advance Auto Parts
7D
-2.6%
1Y
54.2%
ONEW
US$15.77
OneWater Marine
7D
1.9%
1Y
-32.3%
RDNW
US$4.58
RideNow Group
7D
6.5%
1Y
7.3%

RideNow Group, Inc.'s (NASDAQ:RDNW) 31% Price Boost Is Out Of Tune With Revenues

Aug 19
RideNow Group, Inc.'s (NASDAQ:RDNW) 31% Price Boost Is Out Of Tune With Revenues
MNRO
US$18.39
Monro
7D
1.8%
1Y
-34.6%

Monro (NASDAQ:MNRO) Has Affirmed Its Dividend Of $0.28

Aug 18
Monro (NASDAQ:MNRO) Has Affirmed Its Dividend Of $0.28
EVGO
US$4.70
EVgo
7D
4.9%
1Y
15.5%