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U.S. Automotive Retail Industry Analysis

UpdatedJul 05, 2026
DataAggregated Company Financials
Companies43
  • 7D5.1%
  • 3M9.7%
  • 1Y-6.4%
  • YTDn/a

In the last week, the Automotive Retail industry is up 5.1%, with Carvana up 10%. In the past year, the industry is down 6.4%. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Jul 2026US$141.5bUS$255.5bUS$5.2b24.3x27.5x0.6x
Tue, 02 Jun 2026US$143.0bUS$255.7bUS$4.7b24.5x30.2x0.6x
Thu, 30 Apr 2026US$150.6bUS$247.8bUS$4.7b20.5x32x0.6x
Sat, 28 Mar 2026US$126.1bUS$253.4bUS$5.2b15.6x24.4x0.5x
Mon, 23 Feb 2026US$138.1bUS$254.7bUS$5.6b14.6x24.8x0.5x
Wed, 21 Jan 2026US$168.5bUS$245.9bUS$4.5b14x37.8x0.7x
Fri, 19 Dec 2025US$166.7bUS$245.8bUS$4.2b13.4x39.6x0.7x
Sun, 16 Nov 2025US$132.5bUS$245.7bUS$4.3b12.3x30.7x0.5x
Tue, 14 Oct 2025US$139.7bUS$242.0bUS$4.3b13.8x32.3x0.6x
Thu, 11 Sep 2025US$162.5bUS$242.4bUS$4.4b15.4x37.2x0.7x
Sat, 09 Aug 2025US$151.8bUS$242.5bUS$4.6b14.9x33.2x0.6x
Mon, 07 Jul 2025US$151.3bUS$239.6bUS$4.3b17.1x35x0.6x
Wed, 04 Jun 2025US$140.0bUS$239.1bUS$4.3b17.2x32.9x0.6x
Fri, 02 May 2025US$119.0bUS$238.6bUS$4.1b13.3x28.7x0.5x
Sun, 30 Mar 2025US$110.8bUS$236.0bUS$4.0b13.3x27.6x0.5x
Tue, 25 Feb 2025US$121.7bUS$233.4bUS$4.5b17.6x26.9x0.5x
Thu, 23 Jan 2025US$74.3bUS$215.6bUS$4.2b19.1x17.8x0.3x
Sat, 21 Dec 2024US$74.4bUS$215.6bUS$4.2b20.6x17.9x0.3x
Mon, 18 Nov 2024US$69.3bUS$213.9bUS$3.9b20.2x17.8x0.3x
Wed, 16 Oct 2024US$65.0bUS$213.4bUS$4.0b11.3x16.3x0.3x
Fri, 13 Sep 2024US$62.3bUS$213.4bUS$4.0b15.9x15.6x0.3x
Sun, 11 Aug 2024US$66.0bUS$213.6bUS$4.1b15.8x16.2x0.3x
Tue, 09 Jul 2024US$60.2bUS$212.6bUS$4.5b14.4x13.3x0.3x
Thu, 06 Jun 2024US$62.3bUS$213.2bUS$4.6b14.5x13.5x0.3x
Sat, 04 May 2024US$60.2bUS$214.2bUS$4.3b13.4x14x0.3x
Mon, 01 Apr 2024US$68.6bUS$211.9bUS$4.7b13.3x14.6x0.3x
Wed, 28 Feb 2024US$62.0bUS$212.3bUS$4.9b9.8x12.7x0.3x
Fri, 26 Jan 2024US$68.9bUS$230.0bUS$5.3b16.9x13x0.3x
Sun, 24 Dec 2023US$74.2bUS$230.0bUS$5.3b16.1x14.1x0.3x
Tue, 21 Nov 2023US$67.7bUS$230.3bUS$5.3b14.7x12.9x0.3x
Thu, 19 Oct 2023US$65.7bUS$221.9bUS$5.9b11.6x11.2x0.3x
Sat, 16 Sep 2023US$72.6bUS$222.9bUS$5.9b11.4x12.4x0.3x
Mon, 14 Aug 2023US$75.8bUS$222.8bUS$5.2b10.6x14.5x0.3x
Wed, 12 Jul 2023US$79.8bUS$224.0bUS$4.9b9.9x16.1x0.4x
Price to Earnings Ratio

16.1x


Total Market Cap: US$79.8bTotal Earnings: US$4.9bTotal Revenue: US$224.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Automotive Retail Industry Price to Earnings3Y Average 22.4x202420252026
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 27.5x which is higher than its 3-year average PE of 22.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.43x.
Past Earnings Growth
  • The earnings for companies in the Automotive Retail industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 4.5% 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 and as a result, profits have held steady.

Industry Comparison

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

US Market1.63%
Consumer Discretionary2.72%
Specialty Stores1.04%
Automotive Retail5.14%
Home Improvement Retail2.52%
Computer and Electronics Retail1.92%
Specialty Stores-0.89%
Apparel Retail-1.45%
Home Furnishing Retail-4.16%
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
CVNA CarvanaUS$68.6010.0%
+US$4.5b		-1.5%PE34.1x
MUSA Murphy USAUS$560.756.5%
+US$635.8m		32.6%PE18.7x
ORLY O'Reilly AutomotiveUS$90.250.8%
+US$580.1m		-1.2%PE28.7x
AZO AutoZoneUS$3.16k1.0%
+US$499.2m		-16.2%PE20.8x
LAD Lithia MotorsUS$306.234.8%
+US$322.2m		-13.2%PE9.8x

Latest News

ORLY
US$90.25
O'Reilly Automotive
7D
0.8%
1Y
-1.2%
AAP
US$61.53
Advance Auto Parts
7D
-1.0%
1Y
19.2%
CVNA
US$68.60
Carvana
7D
10.0%
1Y
-1.5%
Narrative Update • Jul 02

CVNA: Post Split Expectations Will Test Market Share And Margin Resilience

Analysts have reduced their fair value estimate for Carvana from about $351 to roughly $68, citing updated market share expectations and revised price targets across the Street following the company’s recent stock split. Analyst Commentary Recent research on Carvana highlights a mixed backdrop, with several firms adjusting price targets after the stock split and reassessing how much market share the company could capture over the next few years.
CWH
US$7.23
Camping World Holdings
7D
-4.9%
1Y
-60.7%
Narrative Update • Jul 02

CWH: Index Additions And Reset Expectations Will Support Future Upside

The analyst price target for Camping World Holdings has been reduced by about $1.42 to $13.17, as analysts factor in updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions following recent research updates from multiple firms. Analyst Commentary Recent research on Camping World Holdings has focused on how current fundamentals and market conditions feed into valuation, which is why several firms have trimmed their price targets by US$1 to US$3.
UXIN
US$1.63
Uxin
7D
7.9%
1Y
-58.3%
KMX
US$50.98
CarMax
7D
-3.4%
1Y
-27.8%
AN
US$186.41
AutoNation
7D
-2.7%
1Y
-12.3%
Narrative Update • Jul 01

AN: Bay Area Luxury Expansion And Buybacks Will Support Future Upside

Analysts now set a higher fair value estimate for AutoNation at $208, up from $200. This reflects updated views on its discount rate, revenue growth, profit margin, and future P/E assumptions.
EVGO
US$1.87
EVgo
7D
6.3%
1Y
-47.2%
GPI
US$288.39
Group 1 Automotive
7D
-4.4%
1Y
-38.1%
ARKO
US$8.04
Arko
7D
4.3%
1Y
73.3%
LAD
US$306.23
Lithia Motors
7D
4.8%
1Y
-13.2%
VVV
US$39.08
Valvoline
7D
-2.8%
1Y
-1.6%
AZO
US$3,159.28
AutoZone
7D
1.0%
1Y
-16.2%
Narrative Update • Jun 25

AZO: Commercial Expansion And Buybacks Will Drive Future Profit Inflection

AutoZone's analyst price target framework has been modestly adjusted higher to $3,969 from $3,938, as analysts recalibrate fair value and P/E assumptions following mixed Q3 results, lower Street targets in the $3,200 to $4,023 range, and ongoing debate around sales trends and execution. Analyst Commentary Recent research on AutoZone highlights a split view, with most firms trimming price targets but maintaining positive or neutral ratings as they reassess valuation, sales trends, and execution following the mixed Q3 print.
SAH
US$83.73
Sonic Automotive
7D
-0.9%
1Y
-4.4%
Narrative Update • Jun 25

SAH: Ongoing Buybacks And Thin Margins Will Likely Restrain Future Returns

Analysts have maintained their $70.00 price target for Sonic Automotive, noting that updated assumptions around discount rate, revenue growth, profit margin and future P/E largely offset one another in their valuation work. What's in the News Sonic Automotive held its 2026 annual meeting of stockholders on April 29, 2026, where stockholders ratified the appointment of Grant Thornton LLP as the independent registered public accounting firm for fiscal 2026.
PAG
US$179.42
Penske Automotive Group
7D
-1.5%
1Y
-1.7%
Narrative Update • Jun 25

PAG: Persistent Buybacks And Rich Dividend Will Sustain An Overstretched Outlook

Analysts kept their $160.00 price target for Penske Automotive Group unchanged, citing updated assumptions that reflect a slightly lower discount rate, modestly revised revenue growth expectations, and a small adjustment to projected profit margins and future P/E levels. What's in the News Penske Automotive Group's Board of Directors approved a quarterly dividend of $1.42 per share, a change of $0.02 per share, or about 1.4%, according to a company announcement.
MUSA
US$560.75
Murphy USA
7D
6.5%
1Y
32.6%
Narrative Update • Jun 22

MUSA: Low Cost Fuel Margins And Buybacks Will Drive Future Upside

The analyst price target for Murphy USA has been raised from $655 to $680, reflecting analysts' updated assumptions around slightly higher revenue growth, a marginally lower discount rate, and a higher future P/E multiple, supported by recent positive research commentary and new Overweight initiations. Analyst Commentary Recent Street research on Murphy USA has tilted clearly positive, with several bullish analysts highlighting what they see as attractive upside drivers for the stock based on their updated price targets and ratings.