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U.S. Automotive Retail Industry Analysis

UpdatedFeb 07, 2026
DataAggregated Company Financials
Companies41
  • 7D1.8%
  • 3M22.0%
  • 1Y13.8%
  • YTDn/a

Over the last 7 days, the Automotive Retail industry has dropped 6.1%, driven by declines in Carvana and O'Reilly Automotive of 10% and 6.1%, respectively. In contrast, Valvoline has gained 13%. This takes the industry's 12 month performance to a gain of 8.5%. 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
Sat, 07 Feb 2026US$147.5bUS$245.8bUS$4.2b13.6x35x0.6x
Mon, 05 Jan 2026US$154.4bUS$245.9bUS$4.5b12.6x34.6x0.6x
Wed, 03 Dec 2025US$152.1bUS$245.9bUS$4.3b13.6x35.2x0.6x
Fri, 31 Oct 2025US$143.2bUS$246.7bUS$4.3b13.6x33.6x0.6x
Sun, 28 Sep 2025US$152.2bUS$242.0bUS$4.3b14.2x35.2x0.6x
Tue, 26 Aug 2025US$158.4bUS$242.3bUS$4.6b16.1x34.7x0.7x
Thu, 24 Jul 2025US$146.0bUS$239.6bUS$4.3b16.9x33.7x0.6x
Sat, 21 Jun 2025US$137.0bUS$239.1bUS$4.3b16.4x32.1x0.6x
Mon, 19 May 2025US$110.8bUS$239.5bUS$4.2b17.5x26.3x0.5x
Wed, 16 Apr 2025US$111.2bUS$236.3bUS$4.1b13.4x27.2x0.5x
Fri, 14 Mar 2025US$107.4bUS$236.0bUS$4.0b13.5x26.7x0.5x
Sun, 09 Feb 2025US$77.2bUS$217.0bUS$4.3b17.9x18x0.4x
Tue, 07 Jan 2025US$72.5bUS$215.6bUS$4.2b19.9x17.4x0.3x
Thu, 05 Dec 2024US$78.4bUS$215.5bUS$4.1b21.5x19.2x0.4x
Sat, 02 Nov 2024US$64.6bUS$214.5bUS$3.7b15.9x17.3x0.3x
Mon, 30 Sep 2024US$67.6bUS$213.4bUS$4.0b12.2x16.9x0.3x
Wed, 28 Aug 2024US$69.3bUS$213.5bUS$4.0b12.3x17.4x0.3x
Fri, 26 Jul 2024US$65.6bUS$212.7bUS$4.5b15.7x14.6x0.3x
Sun, 23 Jun 2024US$62.2bUS$212.6bUS$4.5b14.9x13.7x0.3x
Tue, 21 May 2024US$64.4bUS$213.2bUS$4.7b14.6x13.8x0.3x
Thu, 18 Apr 2024US$60.3bUS$211.8bUS$4.7b12.6x12.8x0.3x
Sat, 16 Mar 2024US$64.1bUS$211.9bUS$4.6b12.9x14x0.3x
Mon, 12 Feb 2024US$65.7bUS$217.9bUS$4.8b14.7x13.7x0.3x
Wed, 10 Jan 2024US$70.8bUS$230.0bUS$5.3b16.5x13.4x0.3x
Fri, 08 Dec 2023US$67.3bUS$230.3bUS$5.2b15.4x12.9x0.3x
Sun, 05 Nov 2023US$68.0bUS$230.1bUS$5.4b12.6x12.5x0.3x
Tue, 03 Oct 2023US$69.5bUS$221.8bUS$5.9b11.2x11.9x0.3x
Thu, 31 Aug 2023US$74.3bUS$222.9bUS$5.2b11.8x14.3x0.3x
Sat, 29 Jul 2023US$75.3bUS$225.7bUS$4.6b10x16.4x0.3x
Mon, 26 Jun 2023US$74.3bUS$224.0bUS$4.9b9.5x15x0.3x
Wed, 24 May 2023US$71.4bUS$225.7bUS$4.7b9.5x15.1x0.3x
Fri, 21 Apr 2023US$67.9bUS$225.0bUS$5.3b7.7x12.8x0.3x
Sun, 19 Mar 2023US$59.3bUS$224.0bUS$6.6b7.2x9x0.3x
Tue, 14 Feb 2023US$71.6bUS$228.8bUS$7.2b5.8x10x0.3x
Price to Earnings Ratio

10x


Total Market Cap: US$71.6bTotal Earnings: US$7.2bTotal Revenue: US$228.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Automotive Retail Industry Price to Earnings3Y Average 20.4x202420252026
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 35.4x which is higher than its 3-year average PE of 20.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.40x.
Past Earnings Growth
  • The earnings for companies in the Automotive Retail industry have declined 16% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.8% 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 Comparison

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

US Market-0.12%
Consumer Discretionary-4.23%
Specialty Stores3.41%
Automotive Retail1.79%
Home Furnishing Retail7.63%
Computer and Electronics Retail6.16%
Specialty Stores5.17%
Apparel Retail3.64%
Home Improvement Retail2.86%
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
PAG Penske Automotive GroupUS$166.686.3%
+US$651.3m		0.7%PE11.6x
VVV ValvolineUS$37.5314.7%
+US$614.8m		-3.0%PE53.9x
LAD Lithia MotorsUS$344.246.4%
+US$504.4m		-8.1%PE9.3x
AAP Advance Auto PartsUS$55.3015.2%
+US$437.6m		20.3%PS0.4x
AN AutoNationUS$216.655.7%
+US$425.6m		13.3%PE12.2x

Latest News

AN
US$216.65
AutoNation
7D
5.7%
1Y
13.3%
ABG
US$225.21
Asbury Automotive Group
7D
-4.0%
1Y
-23.3%
ORLY
US$94.22
O'Reilly Automotive
7D
-4.3%
1Y
7.3%
LAD
US$344.24
Lithia Motors
7D
6.4%
1Y
-8.1%

LAD: Luxury Acquisitions Will Support Future Upside Potential

Analysts have nudged their price target on Lithia Motors higher to around $397 from about $395, reflecting slightly revised assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Lithia & Driveway acquired Porsche Beverly Hills and Audi Santa Monica, expanding its presence in high end luxury auto retailing (Key Developments).
VVV
US$37.53
Valvoline
7D
14.7%
1Y
-3.0%

VVV: Same Store Sales And Breeze Integration Will Shape Future Margin Path

Analysts have modestly lifted their price target on Valvoline to about $40.53 from $38.93, citing updated assumptions for revenue growth, improving profit margins, and a slightly lower discount rate that are only partly offset by a more conservative future P/E multiple. Analyst Commentary Recent research on Valvoline shows a mix of optimism and caution, with several firms adjusting price targets in both directions as they update models for acquisitions, guidance, and margin expectations.
MUSA
US$377.89
Murphy USA
7D
-10.6%
1Y
-21.4%
NAAS
US$2.41
NaaS Technology
7D
-21.0%
1Y
-89.0%

NaaS Technology Inc. (NASDAQ:NAAS) Not Lagging Industry On Growth Or Pricing

Feb 05
NaaS Technology Inc. (NASDAQ:NAAS) Not Lagging Industry On Growth Or Pricing
CANG
US$0.97
Cango
7D
-20.8%
1Y
n/a
ARKO
US$6.64
Arko
7D
25.0%
1Y
0.5%

Arko (NASDAQ:ARKO) Has A Somewhat Strained Balance Sheet

Feb 04
Arko (NASDAQ:ARKO) Has A Somewhat Strained Balance Sheet
KMX
US$47.17
CarMax
7D
5.9%
1Y
-44.7%

KMX: Mixed Sector Backdrop And Weaker Margins Will Pressure Future Returns

Narrative Update Analysts have lifted their price targets on CarMax by a few dollars, citing mixed sector fundamentals, questions around the company’s direction, and lower assumptions for fair value, revenue growth, margins, and future P/E, which together support a more conservative but still constructive outlook. Analyst Commentary Street research around CarMax has centered on how the business fits into a mixed auto retail sector, with some firms taking a cautious stance even as they fine tune price targets.
CVNA
US$403.67
Carvana
7D
0.6%
1Y
52.9%
AZO
US$3,681.26
AutoZone
7D
-0.6%
1Y
7.6%

AZO: Do It For Me Strength Will Support Upside After Recent Pullback

Narrative Update: AutoZone Analyst Targets Edge Lower Analysts have nudged their AutoZone fair value estimate slightly lower to about US$4,210 from roughly US$4,213, reflecting recent price target cuts from firms that remain generally constructive on the stock and its do-it-for-me business, while acknowledging adjusted expectations for growth and valuation multiples. Analyst Commentary Recent research on AutoZone shows a mix of optimism about long term execution and caution around near term valuation and demand trends.
GPI
US$346.28
Group 1 Automotive
7D
-2.3%
1Y
-26.3%

Group 1 Automotive, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Feb 01
Group 1 Automotive, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
AAP
US$55.30
Advance Auto Parts
7D
15.2%
1Y
20.3%
PAG
US$166.68
Penske Automotive Group
7D
6.3%
1Y
0.7%

PAG: Ongoing Share Repurchases Will Support A Steady Future Return Profile

Analysts have nudged their price target for Penske Automotive Group slightly lower to about US$180.33 from roughly US$180.89. This reflects small adjustments to their assumptions around discount rate, revenue growth, profit margins and future P/E expectations.
CRMT
US$24.45
America's Car-Mart
7D
-4.9%
1Y
-50.3%

CRMT: Credit And Margin Pressures Will Set Up Balanced Future Returns

Analysts have revised their price target on America's Car-Mart from about US$34 to roughly US$29, citing updated assumptions that include slightly higher revenue growth, a lower profit margin and a higher future P/E multiple. What's in the News America's Car-Mart was removed as a constituent from the S&P Retail Select Industry Index, which may affect how some index-linked funds and benchmarks include the stock (Index Constituent Drops).