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U.S. Automotive Retail Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies43
  • 7D2.3%
  • 3M-18.5%
  • 1Y29.7%
  • YTDn/a

Over the last 7 days, the Automotive Retail industry has risen 2.3%, driven by gains from Carvana of 3.9%. In the last 12 months, the industry was up 30%. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$127.7bUS$247.8bUS$5.1b12.8x24.9x0.5x
Tue, 03 Mar 2026US$134.5bUS$253.3bUS$5.6b14.4x24.2x0.5x
Thu, 29 Jan 2026US$170.0bUS$245.8bUS$4.5b13.9x38x0.7x
Sat, 27 Dec 2025US$165.4bUS$245.9bUS$4.5b12.9x37.1x0.7x
Mon, 24 Nov 2025US$136.3bUS$245.7bUS$4.3b13.1x32x0.6x
Wed, 22 Oct 2025US$143.6bUS$242.0bUS$4.3b13.8x33.2x0.6x
Fri, 19 Sep 2025US$161.7bUS$242.4bUS$4.4b15.6x37.1x0.7x
Sun, 17 Aug 2025US$153.2bUS$242.3bUS$4.6b15.5x33.5x0.6x
Tue, 15 Jul 2025US$150.1bUS$239.6bUS$4.3b17.5x34.7x0.6x
Thu, 12 Jun 2025US$145.6bUS$239.1bUS$4.3b16.7x34.2x0.6x
Sat, 10 May 2025US$128.8bUS$239.3bUS$4.3b13.6x29.9x0.5x
Mon, 07 Apr 2025US$100.9bUS$235.9bUS$4.0b13.1x25x0.4x
Wed, 05 Mar 2025US$120.5bUS$237.2bUS$3.8b16.3x31.7x0.5x
Fri, 31 Jan 2025US$76.9bUS$217.3bUS$4.2b20x18.2x0.4x
Sun, 29 Dec 2024US$74.0bUS$215.6bUS$4.2b20.1x17.8x0.3x
Tue, 26 Nov 2024US$75.9bUS$215.5bUS$4.1b21.6x18.6x0.4x
Thu, 24 Oct 2024US$64.0bUS$214.3bUS$3.9b14x16.2x0.3x
Sat, 21 Sep 2024US$66.6bUS$213.4bUS$4.0b15.4x16.7x0.3x
Mon, 19 Aug 2024US$67.7bUS$213.5bUS$4.0b16x16.8x0.3x
Wed, 17 Jul 2024US$66.2bUS$212.6bUS$4.5b15.7x14.6x0.3x
Fri, 14 Jun 2024US$62.6bUS$213.2bUS$4.6b15.2x13.6x0.3x
Sun, 12 May 2024US$62.8bUS$214.1bUS$4.3b14.4x14.6x0.3x
Tue, 09 Apr 2024US$64.3bUS$211.9bUS$4.7b12.8x13.7x0.3x
Thu, 07 Mar 2024US$63.9bUS$212.3bUS$4.7b12.6x13.6x0.3x
Sat, 03 Feb 2024US$70.4bUS$230.4bUS$5.2b17x13.5x0.3x
Mon, 01 Jan 2024US$74.1bUS$230.0bUS$5.3b16x14x0.3x
Wed, 29 Nov 2023US$66.7bUS$230.3bUS$5.3b14.9x12.7x0.3x
Fri, 27 Oct 2023US$62.2bUS$223.7bUS$5.7b11.4x11x0.3x
Sun, 24 Sep 2023US$70.2bUS$222.9bUS$5.9b11.3x11.9x0.3x
Tue, 22 Aug 2023US$73.9bUS$222.8bUS$5.2b10x14.2x0.3x
Thu, 20 Jul 2023US$80.7bUS$224.0bUS$4.9b10.1x16.3x0.4x
Sat, 17 Jun 2023US$72.5bUS$225.6bUS$5.0b9.5x14.6x0.3x
Mon, 15 May 2023US$71.0bUS$225.9bUS$4.6b9.5x15.3x0.3x
Wed, 12 Apr 2023US$67.0bUS$227.4bUS$5.6b7.7x12x0.3x
Price to Earnings Ratio

12x


Total Market Cap: US$67.0bTotal Earnings: US$5.6bTotal Revenue: US$227.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Automotive Retail Industry Price to Earnings3Y Average 21.2x202420252026
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 24.9x which is higher than its 3-year average PE of 21.2x.
  • 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 declined 2.8% 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 Market3.46%
Consumer Discretionary2.68%
Specialty Stores1.89%
Automotive Retail2.31%
Apparel Retail3.66%
Computer and Electronics Retail2.95%
Home Furnishing Retail2.85%
Specialty Stores2.06%
Home Improvement Retail-0.099%
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
CVNA CarvanaUS$313.913.9%
+US$1.7b		93.1%PE31.9x
AZO AutoZoneUS$3.40k2.5%
+US$1.4b		-6.9%PE22.9x
ORLY O'Reilly AutomotiveUS$91.421.5%
+US$1.1b		-1.3%PE30.1x
AN AutoNationUS$197.682.7%
+US$178.5m		24.7%PE10.5x
PAG Penske Automotive GroupUS$149.340.6%
+US$61.1m		5.3%PE10.5x

Latest News

VVV
US$33.33
Valvoline
7D
-0.3%
1Y
-3.4%

VVV: Future Upside Will Depend On Execution As Buybacks Program Concludes

Analysts have raised their price target for Valvoline slightly to $41.73 from $41.60, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E following a series of recent target changes and rating revisions. Analyst Commentary Recent Street research on Valvoline reflects a mix of optimism and caution, with several firms adjusting price targets and at least one high profile downgrade balancing out a series of upward revisions.
CWH
US$6.48
Camping World Holdings
7D
-6.2%
1Y
-49.9%

CWH: Inventory Shift And Dividend Pause Will Reset Earnings Power

Narrative Update on Camping World Holdings The analyst price target for Camping World Holdings has moved from $14.00 to $10.00 as analysts factor in softer Q4 results, lower near term guidance, a pause in the dividend to prioritize debt reduction, and more cautious views on recreational vehicle demand and the new inventory approach. Analyst Commentary Recent Street research on Camping World Holdings reflects a more cautious tone, with several bearish analysts cutting price targets after Q4 results and updated guidance.
SAH
US$64.87
Sonic Automotive
7D
-1.6%
1Y
15.5%
KMX
US$41.23
CarMax
7D
0.9%
1Y
-45.5%

KMX: Activist Demands And Execution Risks Will Limit Future Share Returns

Analysts have lifted their price targets on CarMax by mid single digit dollar amounts, citing refreshed models following the recent investor meeting and updated views on the company's earnings power, as reflected in slightly adjusted revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research around CarMax has centered on refreshed models following the investor meeting, with several firms revising their price targets by mid single digit dollar amounts.
ORLY
US$91.42
O'Reilly Automotive
7D
1.5%
1Y
-1.3%
EVGO
US$1.71
EVgo
7D
-0.6%
1Y
-33.5%

EVGO: Long Term Fast Charging Network Expansion Will Support 2026 Profitability

EVgo's updated analyst fair value estimate has shifted from $11.06 to $7.00 as analysts factor in softer FY26 guidance, higher discount rates, and more tempered revenue growth and valuation multiples, even as many still highlight long term opportunities in fast charging and network utilization. Analyst Commentary Street research around EVgo has turned more cautious on valuation, but many firms are still highlighting company specific execution positives and long term growth potential in fast charging.
CANG
US$0.47
Cango
7D
21.4%
1Y
n/a
ABG
US$194.76
Asbury Automotive Group
7D
-0.4%
1Y
-8.4%

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

Analysts now see fair value for Asbury Automotive Group at about $250, down slightly from roughly $253. This reflects modest tweaks to assumptions around revenue growth, profit margins, the discount rate, and future P/E.
CVNA
US$313.91
Carvana
7D
3.9%
1Y
93.1%
AZO
US$3,400.54
AutoZone
7D
2.5%
1Y
-6.9%

AZO: DIFM Share Gains And Weather Rebound Are Expected To Drive Returns

AutoZone's analyst price targets have been adjusted within a relatively tight band around $4,200, as analysts balance confidence in commercial initiatives, DIFM share gains and easing cost pressures with calls for clearer visibility on revenue and margin trends following weather impacted results. Analyst Commentary Recent research on AutoZone clusters around a tight valuation range, with most price targets grouped between roughly $3,600 and $4,526.
PAG
US$149.34
Penske Automotive Group
7D
0.6%
1Y
5.3%
MUSA
US$502.41
Murphy USA
7D
-0.8%
1Y
6.9%
CRMT
US$12.47
America's Car-Mart
7D
-4.4%
1Y
-71.4%
GPI
US$329.45
Group 1 Automotive
7D
1.3%
1Y
-13.8%

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.
AN
US$197.68
AutoNation
7D
2.7%
1Y
24.7%

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.
UXIN
US$2.99
Uxin
7D
-5.1%
1Y
-23.7%