Publicly Traded Automobile Dealerships
Comprehensive directory and market analysis of Publicly Traded Automobile Dealerships across major U.S. exchanges.
The landscape for Publicly Traded Automobile Dealerships in 2026 is defined by a massive shift toward digital retailing and a stabilization of the used car market. While traditional giants still lead in revenue, online-first models have captured significant market share, pushing the total sector valuation to $158 billion. Investors often evaluate these companies alongside broader retail stocks to gauge consumer spending health. Understanding the interplay between new vehicle sales and high-margin financing and insurance (F&I) profits is essential for sector analysis. This directory covers the 27 U.S.-listed entities within the all sectors & industries framework that facilitate vehicle commerce today.
Key Takeaways
Online-first retailers like Carvana have disrupted traditional models, achieving market caps that outpace legacy dealership groups. This digital shift has forced a focus on omnichannel sales. Check the EPS/P/E comparison tool for valuation gaps.
Profit per unit has stabilized at approximately $2,452. Dealerships increasingly rely on Financing & Insurance (F&I) and parts/service departments to maintain their 2.09% margins.
Large-cap groups like AutoNation and Penske continue to acquire smaller franchises, utilizing their scale to navigate inventory challenges and high interest rates.
Tensions remain as some vehicle manufacturers & suppliers explore direct-to-consumer sales, particularly in the EV segment, bypassing traditional dealership networks.
Top Auto Dealership Stocks by Market Cap (2026)
The following leaders represent the largest publicly traded retailers in the automotive space by current market valuation.
| Rank | Ticker | Company | Industry | Market Cap | YTD % | P/E Ratio | Div Yield |
|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co. | Auto Retail | $76.0B | +14.2% | N/A | 0.00% |
| 2 | AN | AutoNation, Inc. | Auto Retail | $15.0B | +5.1% | 32.1x | 0.00% |
| 3 | PAG | Penske Automotive Group | Auto Retail | $11.0B | +2.8% | 33.5x | 0.85% |
| 4 | LAD | Lithia Motors, Inc. | Auto Retail | $8.5B | +1.4% | 30.2x | 0.72% |
| 5 | KMX | CarMax, Inc. | Used Auto Retail | $6.5B | -3.2% | 28.9x | 0.00% |
| 6 | ABG | Asbury Automotive Group | Auto Retail | $4.2B | +0.9% | 26.5x | 0.00% |
| 7 | GPI | Group 1 Automotive | Auto Retail | $3.8B | +2.1% | 25.8x | 0.65% |
| 8 | SAH | Sonic Automotive, Inc. | Auto Retail | $1.9B | +4.5% | 27.1x | 1.10% |
| 9 | RUSHA | Rush Enterprises, Inc. | Truck Retail | $1.7B | +6.2% | 34.2x | 0.61% |
| 10 | CRMT | America's Car-Mart | Used Auto Retail | $0.4B | -8.5% | N/A | 0.00% |
Publicly Traded Automobile Dealerships — Complete Company List
List of Publicly Traded Automobile Dealerships Listed on Major U.S. Exchanges
List of Publicly Traded Motor Vehicle Companies List of Publicly Traded Retail Stores Auto Dealership Industry Comparison WidgetAuto Dealerships: Large-Cap Stocks
- CarMax Inc. (KMX) (Used Car Retailer)
Auto Dealerships: Mid-Cap Stocks
- AutoNation, Inc. (AN) (One of the largest automotive retailers in the United States)
- Lithia Motors, Inc. (LAD) (Automotive dealerships located primarily in the Midwest and Western regions of the Unites States)
- Penske Automotive Group, Inc. (PAG) (Automotive and commercial dealerships along with distribution)
Auto Dealerships: Small-Cap Stocks
- Asbury Automotive Group Inc. (ABG) (Automotive dealerships located primarily in the Southeastern region of the Unites States)
- Group 1 Automotive, Inc. (GPI) (Automotive dealerships, franchises and collision centers in the United States, United Kingdom and Brazil)
- Rush Enterprises, Inc. (RUSHA) (Operates commercial truck dealerships)
- Sonic Automotive, Inc. (SAH) (Dealerships spread across approximately 14 states)
Auto Dealerships: Micro-Cap Stocks
- America’s Car-Mart, Inc. (CRMT) (Automotive dealerships located primarily in the Midwest and Southeastern regions of the Unites States)
- China Auto Logistics Inc. (CALI) (China: wholesaler of luxury vehicles; auto websites; logistical and financial services to automobile dealers)
Risks & Considerations
Interest Rate Sensitivity
High interest rates significantly increase monthly finance payments (averaging $805 in 2026), reducing the pool of eligible buyers and increasing floor-plan interest expenses for dealers.
Direct-to-Consumer Shift
The rise of Electric Vehicles (EVs) has encouraged manufacturers to move toward direct sales, potentially cutting traditional dealerships out of the high-margin vehicle delivery process.
Used Car Price Volatility
Rapid fluctuations in used vehicle valuations can lead to massive inventory write-downs for retailers like CarMax and Carvana, heavily impacting quarterly net income.
Inventory Dynamics
Slowing new vehicle sales in North America (projected 19.3M units) may lead to excess inventory, forcing dealerships to use aggressive incentives that erode profit margins.