Top 3 Picks
2026 Outlook
By 2026, the automakers sector is poised for robust growth, with EV adoption expected to surpass 30% of global vehicle sales, fueled by advancements in battery technology and supportive government policies worldwide. Trends such as the integration of AI for autonomous features and the expansion of connected vehicles will drive innovation and efficiency, potentially increasing sector revenues by over 15% annually according to industry forecasts. Despite these opportunities, challenges like semiconductor shortages and rising material costs could temper profitability, making strategic investments in high-scoring companies essential for long-term gains.
Complete Rankings
| Rank | Stock | Score | Price | Market Cap |
|---|---|---|---|---|
|
1
|
Paccar Inc
|
65.9 | $112.92 | $51.3B |
|
2
|
Federal Signal Corp.
|
65.0 | $113.79 | $7.2B |
|
3
|
REV Group, Inc.
|
62.1 | $63.75 | $2.7B |
|
4
|
Oshkosh Corp.
|
61.8 | $136.71 | $8.2B |
|
5
|
Ford Motor Company
|
59.2 | $13.47 | $48.8B |
|
6
|
Empery Digital Inc. Common stock
|
57.2 | $4.92 | $327M |
|
7
|
Tesla, Inc. Common Stock
|
57.0 | $451.67 | $1.5T |
|
8
|
Fly-E Group, Inc. Common Stock
|
55.8 | $7.88 | $13M |
|
9
|
General Motors Company
|
55.0 | $83.15 | $58.4B |
|
10
|
Lucid Group, Inc. Common Stock
|
54.0 | $11.69 | $7.5B |
|
11
|
Faraday Future Intelligent Electric Inc. Common Stock
|
53.6 | $1.19 | $202M |
|
12
|
Workhorse Group, Inc
|
51.0 | $5.82 | $17M |
|
13
|
ECD Automotive Design, Inc. Common Stock
|
50.8 | $0.45 | $5M |
|
14
|
Faraday Future Intelligent Electric Inc. Warrant
|
50.7 | $0.03 | -- |
|
15
|
Rivian Automotive, Inc. Class A Common Stock
|
50.0 | $19.59 | $17.7B |
In-Depth Analysis: Top Automakers Stocks
PCAR
Paccar is a leading manufacturer of medium- and heavy-duty trucks under the premium nameplates Kenworth and Peterbilt, which are primarily sold in the Americas and Australia, and DAF, which primarily services Europe and South America. The trucks segment (74% sales) goes to market through a network of 2,200 independent dealers. Paccar maintains an internal finance subsidiary that provides retail and …
Paccar matters in the Automakers sector as a leading manufacturer of premium medium- and heavy-duty trucks, holding a dominant position in the Americas and Europe through brands like Kenworth, Peterbilt, and DAF, which account for 74% of its sales. Its focus on high-quality commercial vehicles supports critical global supply chains, making it a key player in the transportation and logistics industry amid rising demand for efficient freight solutions.
Paccar's profit margin of 9.1% reflects solid operational efficiency in a competitive sector, while its ROE of 14.1% demonstrates effective use of equity to generate returns. Despite a revenue growth decline of -19.0%, potentially due to economic headwinds, the P/E ratio of 21.9 indicates reasonable valuation relative to earnings.
By 2026, Paccar's strong ROE of 14.1% and Tradestie Score of 65.9/100 suggest potential for above-average returns as global infrastructure investments drive demand for heavy-duty trucks. The company's established market leadership and innovation in premium vehicles could capitalize on economic recovery, leading to revenue rebound and earnings growth. Additionally, with a P/E of 21.9, the stock may offer attractive upside if truck sales normalize and margins improve.
FSS
Federal Signal Corp designs and manufactures products and integrated solutions for municipal, governmental, industrial, and airport customers. It operates in the segments of Environmental Solutions Group and the Safety and Security Systems Group. The Environmental Solutions group manufactures and supplies street sweeper vehicles, sewer cleaner and vacuum loader trucks, hydro-excavation trucks, high-performance water blasting equipment, dump truck bodies, and trailers. …
Federal Signal Corp. matters in the Automakers sector as a key provider of specialized vehicles and integrated solutions for municipal and governmental applications, enhancing public safety and environmental management, which complements automaker supply chains in niche markets. Its Environmental Solutions Group and Safety and Security Systems Group address growing demands for sustainable and secure infrastructure, positioning the company as a vital player in supporting broader automotive and industrial ecosystems.
Federal Signal's 11.5% profit margin reflects strong operational efficiency, while its 19.1% ROE indicates effective use of shareholder equity to generate profits. Combined with a robust 17.0% revenue growth, these metrics underscore the company's solid financial health and ability to sustain profitability amid sector challenges.
Federal Signal's 17.0% revenue growth and 19.1% ROE suggest continued momentum into 2026, driven by increasing demand for environmental and safety solutions in municipal and industrial sectors. The company's P/E ratio of 29.2, though elevated, is justified by its strong growth trajectory and a Tradestie Score of 65.0, indicating potential for stock appreciation as global infrastructure investments rise. Investors should consider buying this stock in 2026 for its alignment with trends in sustainable technologies and public safety, offering opportunities for above-average returns.
REVG
REV Group Inc is a United States-based designer, manufacturer, and distributor of specialty vehicles and related aftermarket parts and services. During the first fiscal quarter of 2024, the Company formed the Specialty Vehicles Segment by combining the Fire & Emergency and Commercial segment businesses. Additionally, the Recreation segment was renamed Recreational Vehicles. As a result, the Company is now organized …
REV Group matters in the Automakers sector due to its focus on niche specialty vehicles, such as fire trucks and buses, which address critical public safety and commercial needs, differentiating it from mass-market automakers. The formation of the Specialty Vehicles Segment in Q1 2024 by combining Fire & Emergency and Commercial businesses enhances operational efficiency and positions the company for growth in specialized markets.
REV Group's profit margin of 3.9% indicates modest profitability, potentially due to competitive pressures in the specialty vehicles market, but its ROE of 22.4% reflects strong efficiency in utilizing shareholder equity to generate returns. Combined with 11.1% revenue growth, this suggests improving financial health, though the P/E ratio of 33.0 signals a premium valuation that warrants caution.
By 2026, REV Group's 11.1% revenue growth demonstrates potential for sustained expansion in the specialty vehicles sector, driven by increasing demand for emergency and commercial vehicles amid infrastructure investments. The company's impressive ROE of 22.4% highlights effective management and profitability, which could translate to higher earnings and stock appreciation. Additionally, the 2024 segment reorganization streamlines operations, potentially boosting market share and investor returns in a recovering automakers industry.
OSK
Oshkosh Corp is the top producer of access equipment, specialty vehicles, and military trucks. It serves diverse end markets, where it is typically the market share leader in North America, or, in the case of JLG aerial work platforms. The company had manufactured joint light tactical vehicles for the U.S. Department of Defense. The company reports in three segments: Access, …
Oshkosh Corp. stands out in the Automakers sector as the leading North American producer of access equipment, specialty vehicles, and military trucks, where it holds dominant market shares, such as with JLG aerial work platforms and joint light tactical vehicles. Its focus on niche, high-demand segments like defense and construction differentiates it from traditional automakers, positioning it as a key innovator in specialized mobility solutions.
Oshkosh's profit margin of 6.5% reflects moderate profitability in a competitive sector, while its ROE of 15.4% indicates efficient equity utilization and strong financial health, despite a revenue growth decline of -1.9% signaling short-term challenges. The P/E ratio of 12.9 suggests the stock is undervalued relative to earnings, offering potential for investors seeking stable returns.
By 2026, Oshkosh's market leadership in specialty vehicles and military trucks could capitalize on increasing defense budgets and infrastructure investments, potentially reversing the -1.9% revenue growth and driving earnings expansion. Its attractive P/E of 12.9 and ROE of 15.4% position the stock for appreciation as economic recovery boosts demand for access equipment. Additionally, as a sector leader, Oshkosh is well-placed to benefit from electrification trends and government contracts, enhancing long-term profitability and shareholder value.
F
Ford Motor Co. manufactures automobiles under its Ford and Lincoln brands. In March 2022, the company announced that it will run its combustion engine business, Ford Blue, and its BEV business, Ford Model e, as separate businesses but still all under Ford Motor. The company has nearly 13% market share in the United States, about 10% share in the UK, …
Ford Motor Company holds a significant 13% market share in the global automakers sector, establishing it as a key player in both traditional and electric vehicle markets. Its March 2022 decision to operate Ford Blue for combustion engines and Ford Model e for electric vehicles as separate entities highlights its strategic adaptability, enabling focused innovation amid the industry's shift toward electrification.
Ford's 2.5% profit margin indicates modest profitability in a competitive sector, while its 10.3% ROE reflects efficient use of equity to generate returns. Combined with 9.4% revenue growth and a P/E ratio of 11.4, these metrics suggest a stable financial health with potential for value appreciation.
By 2026, Ford's separation of its EV business is poised to capitalize on the projected growth in electric vehicle demand, potentially boosting market share and revenue beyond the current 9.4% growth rate. The company's 10.3% ROE demonstrates strong operational efficiency, making it attractive for investors seeking returns in a recovering automotive sector. Additionally, with a P/E ratio of 11.4, the stock offers an undervalued opportunity compared to peers, positioning it for upside as global EV adoption accelerates.
EMPD
Empery Digital Inc is an all-electric, off-road powersports vehicle company developing and building electric two and four-wheel motorcycles and utility terrain vehicles, also known as side-by-sides, along with a complete line of upgrades and accessories. The company's products include motorcycle and UTV products that are all-electric and designed for off-road use.
Empery Digital Inc. matters in the Automakers sector as it specializes in all-electric off-road powersports vehicles, tapping into the growing demand for sustainable transportation alternatives amid the global shift towards electrification. This niche focus on electric motorcycles and utility terrain vehicles positions the company to capitalize on the expanding electric vehicle market, projected to reach over 30 million units annually by 2030 according to industry reports.
The company's ROE of -232.2% indicates severe inefficiency in generating profits from shareholders' equity, reflecting significant financial distress and potential operational challenges. Coupled with a revenue growth decline of -25.3%, this suggests weakening sales momentum and raises concerns about the company's short-term financial health in a competitive sector.
By 2026, the electric vehicle market is expected to grow at a compound annual rate of over 20%, potentially driving demand for Empery Digital's innovative off-road products and accessories. The company's Tradestie Score of 57.2 indicates moderate potential for improvement, especially if they leverage advancements in battery technology and regulatory incentives for green vehicles. Furthermore, as consumer preferences shift towards eco-friendly recreational options, Empery Digital's specialization could lead to market share gains and revenue recovery.
TSLA
Tesla is a vertically integrated battery electric vehicle automaker and developer of autonomous driving software. The company has multiple vehicles in its fleet, which include luxury and midsize sedans, crossover SUVs, a light truck, and a semi truck. Tesla also plans to begin selling more affordable vehicles, a sports car, and offer a robotaxi service. Global deliveries in 2024 were …
Tesla matters in the Automakers sector as a pioneer in electric vehicles and autonomous driving technology, with its vertically integrated model enabling efficient production of a diverse fleet including sedans, SUVs, trucks, and upcoming affordable options, disrupting traditional automakers and accelerating the global shift to sustainable transportation.
Tesla's profitability shows mixed signals with a modest profit margin of 5.3% and ROE of 6.8%, indicating room for improvement in cost efficiency and equity returns, while its 11.6% revenue growth highlights strong sales momentum that could enhance financial health over time, despite a high P/E ratio of 302.1 suggesting premium valuation based on future expectations.
By 2026, Tesla's ongoing revenue growth of 11.6% positions it for continued market expansion, especially with plans to introduce more affordable vehicles that could capture a larger share of the mass market. The company's advancements in autonomous driving software offer potential for disruptive innovation in mobility services, driving long-term value. Additionally, Tesla's Tradestie Score of 57.0 indicates moderate appeal, but its leadership in EVs could lead to outsized returns as electric adoption accelerates globally.
FLYE
Fly-E Group Inc is an electric vehicle company that is principally engaged in designing, installing and selling smart electric motorcycles, electric bikes, electric scooters and related accessories under the brand Fly E-Bike. It also provides connectivity solutions and value-added services to their customers.
Fly-E Group Inc. matters in the Automakers sector as a niche player in the rapidly growing electric vehicle market, specializing in smart electric motorcycles, bikes, and scooters that cater to urban mobility and sustainability trends. Its provision of connectivity solutions and value-added services positions it to capitalize on the global shift towards eco-friendly transportation alternatives.
With a profit margin of -38.8%, Fly-E Group demonstrates substantial operational losses, indicating inefficiencies in cost management relative to revenue. Additionally, a negative ROE of -53.2% and revenue growth of -42.7% highlight poor financial health, suggesting challenges in generating returns for shareholders and sustaining business expansion.
By 2026, the expanding electric vehicle market, driven by regulatory incentives and consumer demand for sustainable options, could increase demand for Fly-E's specialized products, potentially reversing its -42.7% revenue decline. The company's Tradestie Score of 55.8/100 reflects moderate upside potential, especially if it leverages innovations in connectivity solutions to differentiate itself. Furthermore, as urban electrification accelerates, Fly-E's focus on affordable e-mobility could attract investment if it improves profitability through operational efficiencies.
GM
General Motors Co. emerged from the bankruptcy of General Motors Corp. (old GM) in July 2009. GM has eight brands and operates under three segments: GM North America, GM International, and GM Financial. The United States now has four brands instead of eight under old GM. The company regained its US market share leadership in 2022, after losing it to …
General Motors matters in the Automakers sector as a leading global manufacturer with eight brands and operations across three key segments, including GM North America, which drives a significant portion of the industry's production and sales in the U.S. Its post-bankruptcy restructuring in 2009 has enabled it to maintain a dominant position in the transition to electric vehicles, influencing sector innovation and market dynamics.
GM's profit margin of 1.6% reflects limited profitability amid competitive pressures, while its ROE of 4.4% indicates moderate efficiency in utilizing shareholder equity. Despite a revenue growth decline of 0.3%, the P/E ratio of 15.5 suggests the stock is reasonably valued relative to earnings, signaling potential financial stability in a volatile sector.
By 2026, investors should consider GM due to its strategic investments in electric and autonomous vehicles, which could capitalize on the projected growth in EV markets and boost revenue beyond the recent -0.3% decline. The company's diversified segments, including GM International and GM Financial, offer opportunities for expanded global reach and financial services income, potentially improving its Tradestie Score of 55.0 through operational efficiencies. Additionally, with a P/E of 15.5, GM presents a data-driven value opportunity as the automakers sector recovers and demand for sustainable mobility increases.
LCID
Lucid Group Inc is a technology and automotive company. It develops the next generation of electric vehicle (EV) technologies. It offers its own geographically distributed retail and service locations and through direct-to-consumer online and retail sales. It also boasts a product roadmap of future vehicle programs and technologies. It focuses on in-house hardware and software innovation, vertical integration, and a …
Lucid Group matters in the Automakers sector as a pioneer in advanced electric vehicle technologies, differentiating itself through high-performance EVs and a direct-to-consumer sales model that includes online and retail channels. Its extensive product roadmap positions it to compete with established players by addressing the growing demand for sustainable mobility solutions.
Lucid's financial health is strained, with a -214.1% profit margin and -61.1% ROE indicating substantial losses and poor returns on equity, which reflect challenges in achieving profitability amid high operational costs. However, the company's 68.3% revenue growth demonstrates strong market traction and potential for improvement if it can effectively scale production and reduce expenses.
Investors should consider buying LCID stock in 2026 due to the projected expansion of the EV market, where Lucid's cutting-edge technologies and product roadmap could drive significant market share gains, building on its 68.3% revenue growth. The company's focus on innovation, such as advanced battery and autonomous features, positions it for potential profitability as EV adoption accelerates. Additionally, with a Tradestie Score of 54.0/100 indicating moderate appeal, Lucid's strategic advancements could outperform peers in the evolving automakers landscape.
Methodology
Stocks are ranked using the Tradestie Score, a proprietary 0-100 rating that combines fundamental quality (profitability, balance sheet strength), growth metrics (revenue and earnings growth), valuation (P/E, PEG ratio), and momentum factors. Scores are updated daily based on the latest market data. Learn more about our methodology.