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U.S. Automotive Retail Industry Analysis

UpdatedMay 21, 2026
DataAggregated Company Financials
Companies43
  • 7D-5.1%
  • 3M-3.2%
  • 1Y1.3%
  • YTDn/a

Over the last 7 days, the Automotive Retail industry has dropped 10%, driven by Carvana declining 7.1%. The industry has fallen 4.6% in the last year. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 May 2026US$128.8bUS$255.6bUS$4.7b21.4x27.2x0.5x
Sat, 18 Apr 2026US$140.4bUS$247.8bUS$4.6b19.6x30.2x0.6x
Mon, 16 Mar 2026US$124.0bUS$253.3bUS$5.5b14.9x22.6x0.5x
Wed, 11 Feb 2026US$154.0bUS$246.0bUS$4.2b13.2x36.5x0.6x
Fri, 09 Jan 2026US$168.1bUS$245.9bUS$4.5b13.6x37.7x0.7x
Sun, 07 Dec 2025US$155.7bUS$245.9bUS$4.3b13.5x36.2x0.6x
Tue, 04 Nov 2025US$132.7bUS$246.5bUS$4.3b13.5x31.1x0.5x
Thu, 02 Oct 2025US$154.0bUS$242.0bUS$4.3b14.4x35.6x0.6x
Sat, 30 Aug 2025US$162.8bUS$242.3bUS$4.6b16.5x35.6x0.7x
Mon, 28 Jul 2025US$143.1bUS$241.3bUS$4.2b16.9x34.1x0.6x
Wed, 25 Jun 2025US$142.4bUS$239.6bUS$4.3b16.8x32.9x0.6x
Fri, 23 May 2025US$130.2bUS$239.5bUS$4.2b16.9x30.9x0.5x
Sun, 20 Apr 2025US$111.5bUS$236.3bUS$4.1b13.3x27.3x0.5x
Tue, 18 Mar 2025US$105.7bUS$236.0bUS$4.0b13.8x26.2x0.4x
Thu, 13 Feb 2025US$77.9bUS$219.4bUS$4.3b18.3x18.2x0.4x
Sat, 11 Jan 2025US$72.7bUS$215.6bUS$4.2b19.4x17.4x0.3x
Mon, 09 Dec 2024US$78.0bUS$215.5bUS$4.1b21.4x18.9x0.4x
Wed, 06 Nov 2024US$65.4bUS$214.4bUS$3.7b14.1x17.5x0.3x
Fri, 04 Oct 2024US$64.8bUS$213.4bUS$4.0b11.4x16.2x0.3x
Sun, 01 Sep 2024US$69.1bUS$213.4bUS$4.0b16.3x17.4x0.3x
Tue, 30 Jul 2024US$67.9bUS$212.7bUS$4.5b15.7x15.1x0.3x
Thu, 27 Jun 2024US$61.6bUS$212.6bUS$4.5b14.8x13.6x0.3x
Sat, 25 May 2024US$61.8bUS$213.2bUS$4.7b14.5x13.3x0.3x
Mon, 22 Apr 2024US$60.4bUS$211.8bUS$4.7b12.5x12.9x0.3x
Wed, 20 Mar 2024US$65.0bUS$211.9bUS$4.6b12.7x14.2x0.3x
Fri, 16 Feb 2024US$65.0bUS$218.7bUS$4.9b12.5x13.3x0.3x
Sun, 14 Jan 2024US$68.8bUS$230.0bUS$5.3b16.5x13x0.3x
Tue, 12 Dec 2023US$67.9bUS$230.3bUS$5.2b15.4x13x0.3x
Thu, 09 Nov 2023US$66.3bUS$230.3bUS$5.5b12.3x12x0.3x
Sat, 07 Oct 2023US$65.3bUS$221.9bUS$5.9b11.4x11.1x0.3x
Mon, 04 Sep 2023US$74.9bUS$222.9bUS$5.2b11.7x14.4x0.3x
Wed, 02 Aug 2023US$76.1bUS$225.8bUS$4.6b10.7x16.5x0.3x
Fri, 30 Jun 2023US$76.7bUS$224.0bUS$5.0b9.5x15.5x0.3x
Sun, 28 May 2023US$71.6bUS$225.7bUS$4.7b9.5x15.2x0.3x
Price to Earnings Ratio

15.2x


Total Market Cap: US$71.6bTotal Earnings: US$4.7bTotal Revenue: US$225.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Automotive Retail Industry Price to Earnings3Y Average 21.9x202420252026
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 28.0x which is higher than its 3-year average PE of 21.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.42x.
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 4.2% 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 Market-0.32%
Consumer Discretionary-1.98%
Specialty Stores2.55%
Automotive Retail-5.06%
Apparel Retail6.36%
Computer and Electronics Retail6.07%
Home Furnishing Retail4.29%
Home Improvement Retail2.65%
Specialty Stores0.92%
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
ORLY O'Reilly AutomotiveUS$92.222.8%
+US$2.1b		0.9%PE29.3x
AZO AutoZoneUS$3.42k1.6%
+US$866.2m		-11.7%PE23x
VVV ValvolineUS$33.273.7%
+US$150.5m		-1.0%PE44.3x
AAP Advance Auto PartsUS$51.244.0%
+US$119.5m		63.7%PE45.5x
ARKO ArkoUS$7.274.8%
+US$37.0m		53.7%PE35.4x

Latest News

AAP
US$51.24
Advance Auto Parts
7D
4.0%
1Y
63.7%
MUSA
US$555.64
Murphy USA
7D
-5.6%
1Y
25.4%
CVNA
US$64.91
Carvana
7D
-7.1%
1Y
11.1%
AZO
US$3,419.36
AutoZone
7D
1.6%
1Y
-11.7%
PAG
US$158.98
Penske Automotive Group
7D
-4.6%
1Y
-2.0%
KMX
US$37.33
CarMax
7D
0.7%
1Y
-41.1%
Narrative Update • May 18

KMX: Starboard Turnaround Push And New CEO Will Support Re Rating Potential

Analysts collectively see a slightly higher long term value for CarMax stock, with the average price target moving up about $2 as updated models factor in modestly higher fair value and profit margin assumptions, partly offset by softer revenue growth expectations and a slightly higher discount rate and future P/E. Analyst Commentary Recent Street research on CarMax has been mixed, but the pricing and rating changes skew modestly constructive, with several firms adjusting models and price targets to reflect updated views on execution, profitability and long term positioning.
ORLY
US$92.22
O'Reilly Automotive
7D
2.8%
1Y
0.9%
VVV
US$33.27
Valvoline
7D
3.7%
1Y
-1.0%
GPI
US$315.20
Group 1 Automotive
7D
-3.8%
1Y
-26.9%
ABG
US$182.83
Asbury Automotive Group
7D
-5.2%
1Y
-18.9%
Narrative Update • May 15

ABG: Share Repurchases And Governance Changes Will Support Future Upside Potential

Analysts have revised their price target for Asbury Automotive Group from about $250 to roughly $236. This change reflects updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E expectations.
LAD
US$271.11
Lithia Motors
7D
-0.8%
1Y
-11.3%
ARKO
US$7.27
Arko
7D
4.8%
1Y
53.7%
SAH
US$73.69
Sonic Automotive
7D
-3.2%
1Y
10.2%
APC
US$21.26
ARKO Petroleum
7D
1.4%
1Y
n/a
AN
US$184.67
AutoNation
7D
-3.4%
1Y
1.5%
CWH
US$7.04
Camping World Holdings
7D
5.4%
1Y
-55.3%
Narrative Update • May 02

CWH: Debt Reduction And Inventory Reset Will Support Future Earnings Power

Analysts have trimmed the Camping World Holdings fair value estimate from $20.53 to $18.00, as several firms reduced price targets following softer Q4 results, updated RV sector assumptions, a slower offseason, and management commentary on inventory, margins, 2026 expectations, and the decision to pause the dividend in favor of debt reduction. Analyst Commentary Street research around Camping World Holdings has centered on lower price targets following the recent Q4 print and updated sector assumptions, but there are still some constructive threads that bullish analysts are highlighting for investors.