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U.S. Automotive Retail Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies40
  • 7D2.4%
  • 3M-13.3%
  • 1Y1.4%
  • YTDn/a

In the last week, the Automotive Retail industry is up 2.4%, with AutoZone leading the way, up 3.7%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$135.3bUS$246.2bUS$4.3b12.5x31.7x0.5x
Thu, 16 Oct 2025US$146.4bUS$242.0bUS$4.3b13.9x33.8x0.6x
Sat, 13 Sep 2025US$158.3bUS$242.4bUS$4.4b15.7x36.3x0.7x
Mon, 11 Aug 2025US$149.8bUS$242.6bUS$4.6b14.9x32.8x0.6x
Wed, 09 Jul 2025US$152.4bUS$239.6bUS$4.3b16.7x35.2x0.6x
Fri, 06 Jun 2025US$144.2bUS$239.1bUS$4.3b16.9x33.9x0.6x
Sun, 04 May 2025US$122.9bUS$238.6bUS$4.2b13.4x29.6x0.5x
Tue, 01 Apr 2025US$110.8bUS$236.0bUS$4.0b13.3x27.6x0.5x
Thu, 27 Feb 2025US$124.3bUS$237.4bUS$3.8b17.1x32.3x0.5x
Sat, 25 Jan 2025US$74.6bUS$215.6bUS$4.2b18.9x17.9x0.3x
Mon, 23 Dec 2024US$74.5bUS$215.6bUS$4.2b20.6x17.9x0.3x
Wed, 20 Nov 2024US$69.1bUS$213.9bUS$3.9b18.9x17.8x0.3x
Fri, 18 Oct 2024US$66.3bUS$213.4bUS$4.0b11.6x16.6x0.3x
Sun, 15 Sep 2024US$65.1bUS$213.4bUS$4.0b15.9x16.3x0.3x
Tue, 13 Aug 2024US$66.0bUS$213.6bUS$4.1b15.7x16.2x0.3x
Thu, 11 Jul 2024US$60.1bUS$212.6bUS$4.5b14.1x13.3x0.3x
Sat, 08 Jun 2024US$62.3bUS$213.2bUS$4.6b14.5x13.5x0.3x
Mon, 06 May 2024US$60.7bUS$214.2bUS$4.3b13.4x14.1x0.3x
Wed, 03 Apr 2024US$68.2bUS$211.9bUS$4.7b13.1x14.5x0.3x
Fri, 01 Mar 2024US$63.1bUS$212.3bUS$4.7b12.8x13.5x0.3x
Sun, 28 Jan 2024US$70.0bUS$230.0bUS$5.3b16.8x13.2x0.3x
Tue, 26 Dec 2023US$74.2bUS$230.0bUS$5.3b16.1x14.1x0.3x
Thu, 23 Nov 2023US$68.1bUS$230.3bUS$5.3b14.7x13x0.3x
Sat, 21 Oct 2023US$63.7bUS$221.9bUS$5.9b11.5x10.9x0.3x
Mon, 18 Sep 2023US$72.2bUS$222.9bUS$5.9b11.3x12.3x0.3x
Wed, 16 Aug 2023US$75.2bUS$222.8bUS$5.2b10.2x14.4x0.3x
Fri, 14 Jul 2023US$79.5bUS$224.0bUS$4.9b9.9x16.2x0.4x
Sun, 11 Jun 2023US$71.2bUS$225.6bUS$5.0b9.3x14.3x0.3x
Tue, 09 May 2023US$71.7bUS$226.5bUS$4.4b9.5x16.3x0.3x
Thu, 06 Apr 2023US$63.7bUS$227.4bUS$5.6b7.5x11.4x0.3x
Sat, 04 Mar 2023US$68.5bUS$223.0bUS$6.6b7.6x10.4x0.3x
Mon, 30 Jan 2023US$66.6bUS$226.4bUS$7.0b5.3x9.6x0.3x
Wed, 28 Dec 2022US$59.7bUS$225.8bUS$7.0b4.9x8.6x0.3x
Fri, 25 Nov 2022US$65.6bUS$227.8bUS$7.2b6x9.1x0.3x
Price to Earnings Ratio

9.1x


Total Market Cap: US$65.6bTotal Earnings: US$7.2bTotal Revenue: US$227.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Automotive Retail Industry Price to Earnings3Y Average 18.4x202320242025
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 31.7x which is higher than its 3-year average PE of 18.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.37x.
Past Earnings Growth
  • The earnings for companies in the Automotive Retail industry have declined 16% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.6% 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 Market-0.39%
Consumer Discretionary-3.22%
Specialty Stores-0.83%
Automotive Retail2.36%
Apparel Retail0.35%
Specialty Stores0.20%
Home Improvement Retail-2.29%
Computer and Electronics Retail-4.84%
Home Furnishing Retail-7.47%
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
AZO AutoZoneUS$3.86k3.4%
+US$2.1b		21.7%PE25.7x
ORLY O'Reilly AutomotiveUS$99.561.5%
+US$1.2b		22.7%PE33.8x
CVNA CarvanaUS$323.120.3%
+US$118.8m		32.1%PE72.6x
AAP Advance Auto PartsUS$48.932.9%
+US$82.8m		22.1%PS0.3x
RDNW RideNow GroupUS$5.308.2%
+US$15.2m		-9.4%PS0.2x

Latest News

AAP
US$48.93
Advance Auto Parts
7D
2.9%
1Y
22.1%
AZO
US$3,855.26
AutoZone
7D
3.4%
1Y
21.7%

AZO: Market Share Gains Will Drive Outperformance Despite Margin Headwinds

Analysts have modestly raised AutoZone's fair value estimate to $4,583 from $4,570. They cite opportunities for market share gains, ongoing store expansion, and resilience in core demand despite near-term margin headwinds.
CVNA
US$323.12
Carvana
7D
0.3%
1Y
32.1%

CVNA: Operational Momentum And Credit Flexibility Will Support Market Share Gains

The analyst average price target for Carvana has been modestly reduced from $423.90 to $419.67. Analysts are weighing strong operational momentum and robust e-commerce platform performance against persistent macro and credit headwinds in the used vehicle market.
CWH
US$10.23
Camping World Holdings
7D
-12.1%
1Y
-55.0%

CWH: Market Share Gains Will Drive Outperformance As Sector Recovers

The consensus analyst price target for Camping World Holdings has been lowered from $19.08 to $17.58 per share. This change reflects more cautious forecasts amid shifting expectations for profit margins, revenue growth, and sector-wide demand trends.
GPI
US$383.22
Group 1 Automotive
7D
-1.7%
1Y
-4.7%
ORLY
US$99.56
O'Reilly Automotive
7D
1.5%
1Y
22.7%

ORLY: Strengthening Supply Chain Will Support Share Gains Into 2025

O'Reilly Automotive's analyst price target increased from $115 to a range between $120 and $125, as analysts cite improving same-store sales, sustained pricing tailwinds, and ongoing strength in the company's supply chain and consumer base as key drivers for the upward revision. Analyst Commentary Analyst sentiment on O'Reilly Automotive has recently tilted positive, reflecting the company's operational momentum and sector position.
ONEW
US$12.65
OneWater Marine
7D
-15.6%
1Y
-35.7%
RDNW
US$5.30
RideNow Group
7D
8.2%
1Y
-9.4%

What RideNow Group, Inc.'s (NASDAQ:RDNW) 49% Share Price Gain Is Not Telling You

Nov 12
What RideNow Group, Inc.'s (NASDAQ:RDNW) 49% Share Price Gain Is Not Telling You
AN
US$193.20
AutoNation
7D
0.1%
1Y
17.6%

AN: Expanded Share Repurchases Will Likely Drive Market Outperformance

Analysts have raised their price target for AutoNation from $228.30 to $233.00. They cite slightly improved revenue growth expectations, even though there is a marginal decrease in projected profit margins.
EVGO
US$2.93
EVgo
7D
-14.8%
1Y
-45.4%
PAG
US$155.75
Penske Automotive Group
7D
-1.9%
1Y
-3.0%

Penske Automotive Group (NYSE:PAG) Is Paying Out A Larger Dividend Than Last Year

Nov 10
Penske Automotive Group (NYSE:PAG) Is Paying Out A Larger Dividend Than Last Year
KMX
US$32.11
CarMax
7D
-3.4%
1Y
-58.4%
LAD
US$285.25
Lithia Motors
7D
-3.1%
1Y
-23.6%

LAD: Share Buyback Acceleration Will Drive Stronger Performance This Year

Analysts have slightly increased their price target for Lithia Motors by $1 to $388.71. They cite marginal improvements in projected profit margins and fair value estimates as the reason for this adjustment.
MUSA
US$358.25
Murphy USA
7D
0.1%
1Y
-31.2%

MUSA: Leadership Transition And Expanded Buybacks Will Drive Stronger Returns

Analysts have slightly reduced their price target for Murphy USA, lowering it from $431.71 to $423.29. This revision is due to increased discount rates and minor adjustments in profit margin forecasts, even though there are expectations for stronger revenue growth.
ABG
US$216.78
Asbury Automotive Group
7D
-2.6%
1Y
-15.3%
NAAS
US$3.76
NaaS Technology
7D
5.9%
1Y
-92.5%

Market Might Still Lack Some Conviction On NaaS Technology Inc. (NASDAQ:NAAS) Even After 40% Share Price Boost

Oct 10
Market Might Still Lack Some Conviction On NaaS Technology Inc. (NASDAQ:NAAS) Even After 40% Share Price Boost