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U.S. Automotive Retail Industry Analysis

UpdatedDec 23, 2025
DataAggregated Company Financials
Companies42
  • 7D-2.4%
  • 3M4.3%
  • 1Y30.3%
  • YTDn/a

Over the last 7 days, the Automotive Retail industry has dropped 2.4%, driven by O'Reilly Automotive declining 3.6%. Meanwhile, Uxin actually outperformed within the industry, gaining 51% in the last week. In the past year, the industry has gained 30%. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Dec 2025US$166.7bUS$245.8bUS$4.0b13.6x42.2x0.7x
Thu, 20 Nov 2025US$132.0bUS$245.7bUS$4.3b12.3x30.6x0.5x
Sat, 18 Oct 2025US$144.8bUS$242.0bUS$4.3b14x33.5x0.6x
Mon, 15 Sep 2025US$158.2bUS$242.4bUS$4.4b15.7x36.2x0.7x
Wed, 13 Aug 2025US$150.0bUS$242.6bUS$4.6b15.4x32.8x0.6x
Fri, 11 Jul 2025US$151.6bUS$239.6bUS$4.3b17.2x35x0.6x
Sun, 08 Jun 2025US$144.1bUS$239.1bUS$4.3b17.2x33.8x0.6x
Tue, 06 May 2025US$122.9bUS$238.6bUS$4.2b13.5x29.6x0.5x
Thu, 03 Apr 2025US$114.3bUS$235.9bUS$4.0b13.7x28.3x0.5x
Sat, 01 Mar 2025US$122.6bUS$237.2bUS$3.8b17.1x31.9x0.5x
Mon, 27 Jan 2025US$74.0bUS$215.6bUS$4.2b18.9x17.8x0.3x
Wed, 25 Dec 2024US$74.9bUS$215.6bUS$4.2b20.4x18x0.3x
Fri, 22 Nov 2024US$73.8bUS$215.5bUS$4.1b21.1x18x0.3x
Sun, 20 Oct 2024US$66.1bUS$213.4bUS$4.0b11.5x16.6x0.3x
Tue, 17 Sep 2024US$65.1bUS$213.4bUS$4.0b16.1x16.3x0.3x
Thu, 15 Aug 2024US$66.0bUS$213.6bUS$4.1b15.6x16.2x0.3x
Sat, 13 Jul 2024US$64.6bUS$212.6bUS$4.5b15.1x14.2x0.3x
Mon, 10 Jun 2024US$61.8bUS$213.2bUS$4.6b14.5x13.4x0.3x
Wed, 08 May 2024US$61.4bUS$214.2bUS$4.3b13.9x14.3x0.3x
Fri, 05 Apr 2024US$65.8bUS$211.9bUS$4.7b12.8x14x0.3x
Sun, 03 Mar 2024US$64.8bUS$212.3bUS$4.7b12.8x13.8x0.3x
Tue, 30 Jan 2024US$70.0bUS$230.0bUS$5.3b16.8x13.2x0.3x
Thu, 28 Dec 2023US$74.8bUS$230.0bUS$5.3b16.1x14.2x0.3x
Sat, 25 Nov 2023US$67.6bUS$230.3bUS$5.3b15.3x12.9x0.3x
Mon, 23 Oct 2023US$63.6bUS$221.9bUS$5.9b11.5x10.8x0.3x
Wed, 20 Sep 2023US$72.4bUS$222.9bUS$5.9b11.4x12.3x0.3x
Fri, 18 Aug 2023US$74.4bUS$222.8bUS$5.2b10.2x14.3x0.3x
Sun, 16 Jul 2023US$78.7bUS$224.0bUS$4.9b9.9x16x0.4x
Tue, 13 Jun 2023US$71.8bUS$225.6bUS$5.0b9.5x14.4x0.3x
Thu, 11 May 2023US$72.5bUS$225.9bUS$4.6b9.5x15.7x0.3x
Sat, 08 Apr 2023US$63.9bUS$227.4bUS$5.6b7.5x11.4x0.3x
Mon, 06 Mar 2023US$68.6bUS$223.0bUS$6.6b7.6x10.4x0.3x
Wed, 01 Feb 2023US$68.6bUS$226.4bUS$7.0b5.6x9.9x0.3x
Fri, 30 Dec 2022US$60.1bUS$225.8bUS$7.0b4.9x8.6x0.3x
Price to Earnings Ratio

8.6x


Total Market Cap: US$60.1bTotal Earnings: US$7.0bTotal Revenue: US$225.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Automotive Retail Industry Price to Earnings3Y Average 19.2x202320242025
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 42.2x which is higher than its 3-year average PE of 19.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.38x.
Past Earnings Growth
  • The earnings for companies in the Automotive Retail industry have declined 17% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.9% 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 Market0.99%
Consumer Discretionary1.28%
Specialty Stores-1.56%
Automotive Retail-2.38%
Home Furnishing Retail2.86%
Specialty Stores-0.074%
Apparel Retail-0.37%
Computer and Electronics Retail-2.03%
Home Improvement Retail-2.91%
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
UXIN UxinUS$3.9651.1%
+US$276.3m		-3.4%PS2x
MUSA Murphy USAUS$410.501.3%
+US$99.5m		-19.8%PE16.3x
CANG CangoUS$1.4621.7%
+US$88.8m		n/aPS0.8x
AN AutoNationUS$209.911.1%
+US$83.9m		22.6%PE11.5x
EVGO EVgoUS$3.151.9%
+US$8.1m		-25.9%PS1.3x

Latest News

AAP
US$40.75
Advance Auto Parts
7D
-10.4%
1Y
-6.9%

Advance Auto Parts' (NYSE:AAP) Dividend Will Be $0.25

Dec 23
Advance Auto Parts' (NYSE:AAP) Dividend Will Be $0.25
VVV
US$29.80
Valvoline
7D
-4.0%
1Y
-18.4%
MNRO
US$20.81
Monro
7D
1.3%
1Y
-17.2%

MNRO: Activist Stake And Margin Outlook Will Shape Fairly Balanced Prospects

Analysts have raised their price target on Monro from 19.00 dollars to 20.00 dollars, citing expectations of stronger profit margins and a lower valuation multiple, which more than offset slightly softer long term revenue growth assumptions. What's in the News Carl Icahn's Icahn Enterprises is preparing to disclose a large stake in Monro, signaling activist interest and potential strategic or governance changes at the company (Wall Street Journal).
CVNA
US$433.59
Carvana
7D
-3.2%
1Y
94.8%

After Leaping 37% Carvana Co. (NYSE:CVNA) Shares Are Not Flying Under The Radar

Dec 20
After Leaping 37% Carvana Co. (NYSE:CVNA) Shares Are Not Flying Under The Radar
KMX
US$38.15
CarMax
7D
-6.8%
1Y
-54.4%

KMX: Future Returns Will Depend On Credit Normalization Amid Execution Concerns

Analysts have trimmed their CarMax fair value estimate by about $1.50 per share to roughly $38, reflecting a series of reduced Street price targets in the $40s and $50s as concerns mount over slowing unit growth, weaker margins, and uncertainty around the company’s strategic execution. Analyst Commentary Street research on CarMax has shifted decisively toward caution, but views are not uniformly negative.
UXIN
US$3.96
Uxin
7D
51.1%
1Y
-3.4%
EVGO
US$3.15
EVgo
7D
1.9%
1Y
-25.9%

EVGO: 2025 Revenue Outlook And New CFO Will Drive Shares Higher

Analysts have modestly raised their price target on EVgo to approximately $6.54 per share from about $6.54 previously, reflecting slightly higher assumed discount rates, a marginally improved long term profit margin outlook, and a largely unchanged view on robust revenue growth and future valuation multiples. What's in the News EVgo reiterated its 2025 total revenue guidance, expecting between $350 million and $365 million for the year (company guidance).
AZI
US$3.32
Autozi Internet Technology (Global)
7D
115.6%
1Y
-92.7%
PRTS
US$0.44
CarParts.com
7D
14.6%
1Y
-52.7%
AZO
US$3,413.81
AutoZone
7D
-2.1%
1Y
5.3%

AZO: Commercial Share Gains Will Drive Strength As Temporary Margin Pressures Recede

Analysts modestly trim their AutoZone fair value estimate to approximately $4,369 from about $4,579, reflecting slightly higher discount rate and lower margin assumptions, even as they highlight resilient same-store sales, ongoing share gains in the do it for me and commercial channels, and largely temporary margin headwinds from LIFO and growth investments. Analyst Commentary Street research remains broadly constructive on AutoZone, with most firms maintaining Buy or equivalent ratings and price targets that cluster around or above the current fair value estimate, even as several modestly trim targets to reflect near term margin pressure and a higher rate environment.
ORLY
US$91.75
O'Reilly Automotive
7D
-3.6%
1Y
14.0%

ORLY: Pricing Tailwinds Are Expected To Drive Comp Momentum And Share Gains

Analysts have modestly increased their price target on O'Reilly Automotive to approximately $110.20 from $110.00, citing a clean Q3 print, attractive valuation after the recent pullback, and expectations for pricing tailwinds and same store sales strength to support sustained growth. Analyst Commentary Bullish analysts emphasize that the recent pullback has created an appealing entry point, particularly after a solid Q3 performance that reinforced confidence in the company’s operational execution and earnings durability.
ABG
US$236.90
Asbury Automotive Group
7D
-2.3%
1Y
-2.8%

ABG: Leadership Transition And Share Repurchases Will Support Future Shareholder Upside

Analysts have trimmed their fair value estimate for Asbury Automotive Group from approximately $335.00 to $297.00, reflecting a higher assumed discount rate and a lower future valuation multiple that more than offset slightly stronger expectations for revenue growth and profit margin. What's in the News CEO succession announced, with current Chief Executive Officer David W.
MUSA
US$410.50
Murphy USA
7D
1.3%
1Y
-19.8%
AN
US$209.91
AutoNation
7D
1.1%
1Y
22.6%

AN: Share Repurchases And Acquisitions Will Continue To Support Measured Upside Potential

Analysts have lifted their price target on AutoNation slightly, reflecting a modest fair value increase from about $238 to $239 per share as they factor in somewhat stronger revenue growth expectations that more than offset a minor trim to projected profit margins and a slightly higher discount rate. What's in the News Expanded share repurchase authorization by $1.0 billion, bringing total buyback capacity to $11.5 billion as of October 31, 2025 (company announcement) Completed repurchase of 1,234,984 shares, or 3.28%, for $269.24 million between July 1 and October 21, 2025, culminating in 170,630,933 shares bought for $10.02 billion under the long running program initiated in 2007 (company filing) Continuing to pursue M&A, with about $350 million deployed year to date on transactions in Denver and Chicago to increase scale and market density (Q3 2025 earnings call) Grand re opening of the redeveloped Porsche Newport Beach retail and service center, a 60,000 sq.
PAG
US$165.56
Penske Automotive Group
7D
-1.4%
1Y
6.4%

PAG Will Continue Returning Capital While Modest Earnings Risks Persist

Analysts have modestly raised their price target on Penske Automotive Group by approximately 1 dollar to reflect slightly stronger expectations for revenue growth and a marginally higher future earnings multiple, partially offset by a small reduction in projected profit margins and a higher discount rate. What's in the News Completed a long running share repurchase program, buying back 198,475 shares between July 1 and October 24, 2025, for 33.35 million dollars, and totaling 30,698,231 shares, or 38.31 percent of shares outstanding, repurchased since the buyback began in 2010 (company buyback update) Continued returning capital to shareholders through an increased quarterly dividend of 1.38 dollars per share, up 4.5 percent, or 0.06 dollars, marking the 20th consecutive quarterly dividend increase, payable December 2, 2025, to shareholders of record on November 14, 2025 (company dividend announcement) Valuation Changes The fair value estimate has risen slightly to approximately 180.89 dollars from 179.86 dollars, reflecting a modest upward revision in intrinsic value.
CANG
US$1.46
Cango
7D
21.7%
1Y
n/a