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U.S. Automotive Retail Industry Analysis

UpdatedMay 19, 2026
DataAggregated Company Financials
Companies43
  • 7D-10.3%
  • 3M-4.9%
  • 1Y-2.3%
  • YTDn/a

Over the last 7 days, the Automotive Retail industry has dropped 10%, driven by Carvana declining 13%. Over the last year, the industry has been flat overall. 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
Tue, 19 May 2026US$133.9bUS$255.6bUS$4.7b21.3x28.2x0.5x
Thu, 16 Apr 2026US$143.1bUS$247.8bUS$4.6b19.1x30.8x0.6x
Sat, 14 Mar 2026US$122.6bUS$253.3bUS$5.5b14.9x22.3x0.5x
Mon, 09 Feb 2026US$153.3bUS$246.0bUS$4.2b13.6x36.4x0.6x
Wed, 07 Jan 2026US$161.9bUS$245.9bUS$4.5b13x36.3x0.7x
Fri, 05 Dec 2025US$157.5bUS$245.9bUS$4.3b14.7x36.4x0.6x
Sun, 02 Nov 2025US$132.7bUS$246.5bUS$4.3b13.7x31.1x0.5x
Tue, 30 Sep 2025US$152.2bUS$242.0bUS$4.3b14.2x35.2x0.6x
Thu, 28 Aug 2025US$161.7bUS$242.3bUS$4.6b16.7x35.4x0.7x
Sat, 26 Jul 2025US$140.9bUS$240.8bUS$4.2b16.9x33.2x0.6x
Mon, 23 Jun 2025US$140.7bUS$239.6bUS$4.3b16.4x32.5x0.6x
Wed, 21 May 2025US$136.1bUS$239.5bUS$4.2b17.6x32.2x0.6x
Fri, 18 Apr 2025US$110.2bUS$236.3bUS$4.1b13.3x27x0.5x
Sun, 16 Mar 2025US$105.7bUS$236.0bUS$4.0b13.6x26.2x0.4x
Tue, 11 Feb 2025US$77.2bUS$217.0bUS$4.3b18.6x18x0.4x
Thu, 09 Jan 2025US$72.3bUS$215.6bUS$4.2b19.6x17.3x0.3x
Sat, 07 Dec 2024US$77.5bUS$215.5bUS$4.1b21.4x18.8x0.4x
Mon, 04 Nov 2024US$64.8bUS$214.5bUS$3.7b15.9x17.4x0.3x
Wed, 02 Oct 2024US$66.8bUS$213.4bUS$4.0b11.9x16.7x0.3x
Fri, 30 Aug 2024US$68.6bUS$213.5bUS$4.0b12.4x17.3x0.3x
Sun, 28 Jul 2024US$67.9bUS$212.7bUS$4.5b16x15.1x0.3x
Tue, 25 Jun 2024US$62.2bUS$212.6bUS$4.5b15.2x13.7x0.3x
Thu, 23 May 2024US$63.5bUS$213.2bUS$4.7b14.4x13.7x0.3x
Sat, 20 Apr 2024US$60.1bUS$211.8bUS$4.7b12.4x12.8x0.3x
Mon, 18 Mar 2024US$64.9bUS$211.9bUS$4.6b12.9x14.2x0.3x
Wed, 14 Feb 2024US$64.8bUS$218.0bUS$4.7b14.7x13.8x0.3x
Fri, 12 Jan 2024US$70.7bUS$230.0bUS$5.3b16.6x13.4x0.3x
Sun, 10 Dec 2023US$66.2bUS$230.3bUS$5.2b15.3x12.6x0.3x
Tue, 07 Nov 2023US$68.0bUS$230.1bUS$5.5b12.4x12.4x0.3x
Thu, 05 Oct 2023US$68.3bUS$221.9bUS$5.9b11.2x11.6x0.3x
Sat, 02 Sep 2023US$74.9bUS$222.9bUS$5.2b11.7x14.4x0.3x
Mon, 31 Jul 2023US$75.5bUS$225.8bUS$4.6b10.6x16.4x0.3x
Wed, 28 Jun 2023US$74.9bUS$224.0bUS$5.0b9.5x15.1x0.3x
Fri, 26 May 2023US$70.9bUS$225.6bUS$4.7b9.5x15x0.3x
Price to Earnings Ratio

15x


Total Market Cap: US$70.9bTotal Earnings: US$4.7bTotal Revenue: US$225.6bTotal 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 28.2x 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-0.67%
Consumer Discretionary-3.17%
Specialty Stores-3.63%
Automotive Retail-10.27%
Apparel Retail-0.39%
Specialty Stores-2.61%
Computer and Electronics Retail-2.73%
Home Improvement Retail-3.78%
Home Furnishing Retail-4.23%
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$91.740.4%
+US$323.2m		-1.3%PE29.2x
APC ARKO PetroleumUS$20.883.9%
+US$37.6m		n/aPE27.4x
ARKO ArkoUS$7.043.7%
+US$28.0m		41.6%PE34.3x
CWH Camping World HoldingsUS$6.983.3%
+US$14.0m		-58.1%PS0.07x
NAAS NaaS TechnologyUS$2.7114.3%
+US$4.1m		-47.9%PS1.8x

Latest News

PAG
US$159.75
Penske Automotive Group
7D
-7.8%
1Y
-4.4%
AZO
US$3,365.74
AutoZone
7D
-1.8%
1Y
-13.3%
Seeking Alpha • 8h

AutoZone Q3 Preview: Watching For Spring Tune Ups

Summary AutoZone, Inc. (AZO) will be releasing its Q3 print on Tuesday, May 26. Shares have struggled over the last six months, including since its Q2, where results were negatively impacted by the winter weather. With winter out of the way, I’m expecting AutoZone to benefit from deferred maintenance carried into its Spring reporting months. I view shares as a ‘hold’ at current trading levels. Read the full article on Seeking Alpha
KMX
US$37.05
CarMax
7D
-5.2%
1Y
-45.5%
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$91.74
O'Reilly Automotive
7D
0.4%
1Y
-1.3%
CVNA
US$66.02
Carvana
7D
-13.4%
1Y
8.2%
GPI
US$317.18
Group 1 Automotive
7D
-9.0%
1Y
-28.1%
ABG
US$176.28
Asbury Automotive Group
7D
-10.7%
1Y
-24.6%
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$264.89
Lithia Motors
7D
-7.6%
1Y
-17.8%
ARKO
US$7.04
Arko
7D
3.7%
1Y
41.6%
APC
US$20.88
ARKO Petroleum
7D
3.9%
1Y
n/a
AN
US$181.94
AutoNation
7D
-9.2%
1Y
-3.4%
CWH
US$6.98
Camping World Holdings
7D
3.3%
1Y
-58.1%
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.
KXIN
US$5.69
Kaixin Holdings
7D
16.4%
1Y
-98.6%
NAAS
US$2.71
NaaS Technology
7D
14.3%
1Y
-47.9%