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U.S. Automotive Retail Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies42
  • 7D-1.9%
  • 3M-22.7%
  • 1Y6.9%
  • YTDn/a

Last week, the Automotive Retail industry hasn't moved much but Group 1 Automotive is up 7.5% in that time. The past year has been better, since the industry has gained 8.1% in that time. 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
Wed, 25 Mar 2026US$124.2bUS$253.4bUS$5.2b15.6x24x0.5x
Fri, 20 Feb 2026US$144.1bUS$254.7bUS$5.6b14.7x25.9x0.6x
Sun, 18 Jan 2026US$168.5bUS$245.9bUS$4.5b14.2x37.8x0.7x
Tue, 16 Dec 2025US$168.8bUS$245.9bUS$4.3b13.7x39.3x0.7x
Thu, 13 Nov 2025US$134.3bUS$246.2bUS$4.3b12.7x31.4x0.5x
Sat, 11 Oct 2025US$147.6bUS$242.0bUS$4.3b13.8x34.1x0.6x
Mon, 08 Sep 2025US$161.1bUS$242.4bUS$4.4b15.8x36.9x0.7x
Wed, 06 Aug 2025US$144.3bUS$242.9bUS$4.6b15.1x31.7x0.6x
Fri, 04 Jul 2025US$150.9bUS$239.6bUS$4.3b17.1x34.9x0.6x
Sun, 01 Jun 2025US$111.9bUS$239.3bUS$4.2b16.3x26.6x0.5x
Tue, 29 Apr 2025US$118.0bUS$238.5bUS$4.1b13.7x28.6x0.5x
Thu, 27 Mar 2025US$117.9bUS$236.0bUS$4.0b13.7x29.4x0.5x
Sat, 22 Feb 2025US$123.7bUS$233.4bUS$4.5b17.3x27.4x0.5x
Mon, 20 Jan 2025US$73.5bUS$215.6bUS$4.2b18.9x17.6x0.3x
Wed, 18 Dec 2024US$78.0bUS$215.5bUS$4.1b21.4x18.9x0.4x
Fri, 15 Nov 2024US$70.1bUS$214.1bUS$3.7b17.2x18.8x0.3x
Sun, 13 Oct 2024US$64.6bUS$213.4bUS$4.0b11.4x16.2x0.3x
Tue, 10 Sep 2024US$64.4bUS$213.4bUS$4.0b15.6x16.2x0.3x
Thu, 08 Aug 2024US$65.6bUS$213.6bUS$4.1b15.5x16.2x0.3x
Sat, 06 Jul 2024US$61.1bUS$212.6bUS$4.5b14.2x13.5x0.3x
Mon, 03 Jun 2024US$62.4bUS$213.2bUS$4.6b14.4x13.5x0.3x
Wed, 01 May 2024US$60.6bUS$214.3bUS$4.4b13.4x13.6x0.3x
Fri, 29 Mar 2024US$68.8bUS$211.9bUS$4.6b13.3x15x0.3x
Sun, 25 Feb 2024US$62.1bUS$212.3bUS$4.9b9.9x12.7x0.3x
Tue, 23 Jan 2024US$70.5bUS$230.0bUS$5.3b16.8x13.3x0.3x
Thu, 21 Dec 2023US$74.2bUS$230.3bUS$5.2b15.8x14.2x0.3x
Sat, 18 Nov 2023US$67.2bUS$230.3bUS$5.3b14.7x12.8x0.3x
Mon, 16 Oct 2023US$65.0bUS$221.9bUS$5.9b11.4x11.1x0.3x
Wed, 13 Sep 2023US$71.4bUS$222.9bUS$5.9b10.9x12.2x0.3x
Fri, 11 Aug 2023US$74.1bUS$222.8bUS$5.2b10.5x14.2x0.3x
Sun, 09 Jul 2023US$77.5bUS$224.0bUS$4.9b9.8x15.7x0.3x
Tue, 06 Jun 2023US$70.3bUS$225.6bUS$4.9b9.5x14.2x0.3x
Thu, 04 May 2023US$70.4bUS$226.5bUS$4.4b9.5x16x0.3x
Sat, 01 Apr 2023US$65.9bUS$227.4bUS$5.5b7.7x12x0.3x
Price to Earnings Ratio

12x


Total Market Cap: US$65.9bTotal Earnings: US$5.5bTotal Revenue: US$227.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Automotive Retail Industry Price to Earnings3Y Average 21.1x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Automotive Retail industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 21.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.41x.
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 3.7% 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-2.29%
Consumer Discretionary-2.93%
Specialty Stores-0.99%
Automotive Retail-1.86%
Apparel Retail2.08%
Specialty Stores-0.73%
Computer and Electronics Retail-2.07%
Home Furnishing Retail-2.58%
Home Improvement Retail-3.18%
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
GPI Group 1 AutomotiveUS$317.856.9%
+US$241.0m		-24.6%PE11.7x
AN AutoNationUS$189.662.8%
+US$178.1m		7.1%PE10x
MUSA Murphy USAUS$468.112.1%
+US$178.1m		3.0%PE18.4x
SAH Sonic AutomotiveUS$64.296.3%
+US$127.1m		2.3%PE18.2x
PAG Penske Automotive GroupUS$146.170.6%
+US$59.6m		-5.1%PE10.3x

Latest News

CWH
US$6.73
Camping World Holdings
7D
7.5%
1Y
-61.7%
PAG
US$146.17
Penske Automotive Group
7D
0.6%
1Y
-5.1%
GPI
US$317.85
Group 1 Automotive
7D
6.9%
1Y
-24.6%

GPI: Share Repurchases And Dividend Policy Will Support Future Upside Potential

Analysts have kept their $446.70 price target for Group 1 Automotive unchanged, with small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. These adjustments leave their overall valuation view effectively the same.
MUSA
US$468.11
Murphy USA
7D
2.1%
1Y
3.0%

MUSA: Low Cost Fuel Model And Buybacks Will Drive Future Returns

Analysts have trimmed their average price target on Murphy USA by a few tens of dollars in recent weeks, reflecting a mix of reduced expectations tied to softer fuel and nicotine trends, along with at least one higher target that leans on the company’s low cost fuel model and Walmart adjacency. Analyst Commentary Recent Street research on Murphy USA has been mixed, but it includes several constructive signals that bullish analysts highlight when they look past near term fuel and nicotine headwinds.
CVNA
US$300.97
Carvana
7D
-4.4%
1Y
35.8%

CVNA: TAM Expansion And Defensible E Commerce Model Will Drive Future Execution Risk

Carvana's updated analyst price target has moved from about $481 to roughly $429 as analysts factor in ongoing retail unit and EBITDA headwinds, while still highlighting the company's defensible e commerce model and share gains in a fragmented used vehicle market as key supports to the long term story. Analyst Commentary Recent Street research on Carvana clusters around a common theme, with analysts trimming price targets while still pointing to a resilient e commerce model, share gains in used vehicles and potential upside from newer growth areas like new car sales.
AN
US$189.66
AutoNation
7D
2.8%
1Y
7.1%

AN: Ongoing Share Repurchases Will Support Measured Future Upside Potential

Analysts have adjusted their price target for AutoNation to align with a fair value estimate of about $241.27, up from roughly $239.30. The change reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.
SAH
US$64.29
Sonic Automotive
7D
6.3%
1Y
2.3%

SAH: Ongoing Share Repurchases Will Support Future Upside Potential

Analysts held their price target for Sonic Automotive steady at $76.73. They pointed to largely unchanged assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the basis for keeping their view intact.
VVV
US$34.38
Valvoline
7D
1.0%
1Y
-1.3%

VVV: Future Upside Will Rely On Same Store Execution And Buybacks

Analysts have nudged their average Valvoline price target higher by a few dollars to $41.60. This reflects updated assumptions on discount rate, profit margin and future P/E that keep the fair value estimate steady despite a recent mix of target hikes and a downgrade.
ARKO
US$5.59
Arko
7D
10.5%
1Y
34.1%
KMX
US$42.10
CarMax
7D
-0.5%
1Y
-43.3%

KMX: Activist Pressure And Execution Risks Will Restrain Future Share Returns

Analysts have nudged CarMax price targets higher, with recent moves such as Evercore ISI raising its target to $39 from $37 and Baird moving to $48 from $44, reflecting updated views on the company following its investor meeting and other research updates. Analyst Commentary Recent research updates on CarMax show a mix of support and caution.
CANG
US$0.40
Cango
7D
-30.2%
1Y
n/a
AZO
US$3,345.84
AutoZone
7D
-2.7%
1Y
-8.9%

AZO: DIFM Momentum And Weather Recovery Are Expected To Drive Returns

AutoZone's updated fair value estimate edges up to $4,225.38 from $4,205.75. This reflects analysts' slightly higher long term profit margin and P/E assumptions, even as they weigh recent mixed same store sales trends and weather related volatility against improving DIFM momentum and easing cost pressures.
APC
US$18.00
ARKO Petroleum
7D
-4.5%
1Y
n/a
ORLY
US$87.99
O'Reilly Automotive
7D
-1.6%
1Y
-4.0%

ORLY: Store Expansion And Buybacks Will Support Future Upside Potential

Analysts have trimmed their price targets on O'Reilly Automotive by a few dollars, reflecting slightly adjusted assumptions on discount rate and future P/E, while keeping fair value essentially unchanged at $105.72. Analyst Commentary Recent Street research on O'Reilly Automotive centers on modest price target cuts and one downgrade, with most reports pointing to fine tuning of assumptions rather than a wholesale reset of the story.
AAP
US$50.90
Advance Auto Parts
7D
-2.0%
1Y
35.6%

AAP: Softer Long Term Revenue Outlook Will Likely Cap Future Upside

Analysts have lifted their price target for Advance Auto Parts from about $34.51 to roughly $40.63, pointing to a lower assumed discount rate and higher future P/E, even as they now model softer revenue growth and slightly lower profit margins. What's in the News Issued full year 2026 earnings guidance with expected net sales between US$8.485b and US$8.575b, giving investors a clearer view of management's current top line outlook (Corporate Guidance).
UXIN
US$3.41
Uxin
7D
-9.8%
1Y
-16.6%