Top 3 Picks
2026 Outlook
Into 2026, commercial and vocational segments should outpace passenger cars on infrastructure spending and Class 8 order backlogs, while EV margin pressure and China competition cap upside for broader passenger-vehicle exposure. Sector earnings growth is projected in the mid-single digits, led by aftermarket revenue and pricing discipline.
Complete Rankings
| Rank | Stock | Score | Price | Market Cap |
|---|---|---|---|---|
|
1
|
Paccar Inc
|
65.7 | $124.70 | $51.3B |
|
2
|
Federal Signal Corp.
|
60.1 | $119.28 | $7.2B |
|
3
|
Ford Motor Company
|
59.1 | $14.62 | $48.8B |
|
4
|
General Motors Company
|
58.8 | $87.76 | $58.4B |
|
5
|
Faraday Future Intelligent Electric Inc. Common Stock
|
56.4 | $1.85 | $202M |
|
6
|
Lucid Group, Inc. Common Stock
|
55.0 | $4.68 | $7.5B |
|
7
|
Oshkosh Corp.
|
53.0 | $157.08 | $8.2B |
|
8
|
REV Group, Inc.
|
52.5 | $63.90 | $2.7B |
|
9
|
ECD Automotive Design, Inc. Common Stock
|
51.5 | $0.24 | $5M |
|
10
|
Workhorse Group, Inc
|
50.1 | $3.09 | $17M |
|
11
|
Tesla, Inc. Common Stock
|
47.5 | $354.08 | $1.5T |
|
12
|
Rivian Automotive, Inc. Class A Common Stock
|
44.3 | $15.74 | $17.7B |
|
13
|
Faraday Future Intelligent Electric Inc. Warrant
|
43.9 | $0.00 | -- |
|
14
|
Fly-E Group, Inc. Common Stock
|
40.4 | $2.00 | $13M |
|
15
|
Empery Digital Inc. Common stock
|
27.6 | $3.29 | $327M |
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 Inc. matters in the Automakers sector as a leading manufacturer of medium- and heavy-duty trucks via premium brands Kenworth, Peterbilt, and DAF, with operations concentrated in the Americas, Australia, Europe, and South America where the trucks segment drives 74% of sales.
Paccar posts a 9.0% profit margin and 12.8% ROE, reflecting efficient operations and solid returns on equity, while its 0.5% revenue growth and 25.7 P/E ratio indicate stable but slow top-line momentum at a premium valuation.
PCAR's premium brand positioning in heavy-duty trucks positions it to capture share gains as fleet renewal cycles accelerate into 2026. Its 65.7/100 Tradestie Score and 12.8% ROE support earnings durability even with 0.5% revenue growth, offering potential re-rating if cyclical demand lifts volumes above current levels. At a 25.7 P/E, the stock provides entry for investors seeking exposure to a high-margin truck leader ahead of sector recovery.
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 through its Environmental Solutions Group, which designs and manufactures specialized municipal vehicles including street sweepers and vacuum trucks that integrate automotive chassis and powertrain technologies for government and industrial fleets.
The company delivers solid profitability with an 11.7% profit margin, 20.6% ROE, and 18.7% revenue growth, reflecting efficient operations and strong demand in its vehicle and safety systems segments.
With a P/E of 25.2 and Tradestie Score of 60.1, FSS offers attractive entry for 2026 as its 18.7% revenue growth and 20.6% ROE position it to benefit from rising municipal spending on specialized vehicles and airport equipment. Sustained expansion in Environmental Solutions could drive further margin gains and earnings upside amid infrastructure modernization cycles.
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 maintains nearly 13% market share in the Automakers sector and operates distinct Ford Blue combustion and Ford Model e BEV units following its 2022 restructuring to address shifting demand.
Ford reports negative profitability with a -3.9% profit margin, -18.2% ROE, and -3.8% revenue growth, reflecting operational losses and declining top-line performance in a competitive transition environment.
The 2022 separation of Ford Blue and Ford Model e enables targeted investment and efficiency gains that could lift margins by 2026. A 59.1/100 Tradestie Score combined with 13% market share positions the company for volume recovery if EV scaling succeeds. Focused execution on each unit may convert current scale into improved returns as sector demand stabilizes.
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 is a major automaker with three segments—GM North America, GM International, and GM Financial—operating eight brands globally and four in the US after emerging from 2009 bankruptcy, positioning it as a key player in sector restructuring and scale.
GM's 1.1% profit margin and 3.2% ROE reflect weak profitability and returns, while 1.9% revenue growth and a 37.9 P/E ratio indicate limited earnings efficiency and stretched valuation relative to peers.
GM's streamlined US brand portfolio and diversified segments could support margin expansion beyond current 1.1% levels if North America volumes recover. Revenue growth at 1.9% combined with a Tradestie Score of 58.8/100 leaves headroom for multiple compression from the 37.9 P/E as earnings improve into 2026. Investors may target the stock for its post-bankruptcy operational leverage in a consolidating automaker market.
FFAI
Faraday Future Intelligent Electric Inc is a shared intelligent mobility ecosystem. The company is poised to break the boundaries between the Internet, IT, creative, and auto industries with product and service offerings that integrate new energy, AI, Internet, and sharing models. The company has additional engineering, sales, and operational capabilities in China and plans to develop its manufacturing capability in …
Faraday Future Intelligent Electric Inc. stands out in the Automakers sector by developing a shared intelligent mobility ecosystem that fuses EV technology with AI, internet connectivity, and sharing models to challenge legacy manufacturers.
The company posted 1448.1% revenue growth yet recorded an ROE of -1121.0%, reflecting acute losses and fragile financial health despite top-line expansion from a minimal base.
Explosive revenue growth signals early market validation for its AI-integrated EV platform, positioning FFAI for scaled production and ecosystem adoption by 2026. A Tradestie Score of 56.4/100 indicates room for upside if execution improves. Investors may target the stock for exposure to high-growth EV disruption amid sector electrification trends.
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 Inc. stands out in the Automakers sector by developing advanced electric vehicle technologies and maintaining a direct-to-consumer sales model with distributed retail and service locations. Its product roadmap positions it as an innovator in the transition to sustainable mobility.
The company reports a profit margin of -249.2% and ROE of -126.0%, reflecting substantial operating losses and negative equity returns typical of early-stage EV manufacturers. Despite these challenges, revenue growth of 56.2% indicates expanding market traction.
With continued revenue expansion and upcoming vehicle launches from its product roadmap, Lucid could achieve operational scale by 2026, potentially improving margins in the growing EV market. The neutral Tradestie Score of 55.0/100 suggests balanced risk-reward for investors seeking exposure to next-generation automotive technologies. Strategic direct sales and service infrastructure may support customer acquisition and brand building leading into 2026.
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. leads the Automakers sector in access equipment, specialty vehicles, and military trucks, holding top North American market share and JLG aerial work platform dominance across diverse end markets.
A 5.2% profit margin paired with 12.4% ROE and 6.7% revenue growth indicates moderate but stable profitability, while the 17.9 P/E reflects reasonable valuation for its financial health.
Market leadership in military trucks such as JLTV and access equipment positions OSK for defense and infrastructure tailwinds through 2026. The 6.7% revenue growth and 12.4% ROE support earnings expansion at a 17.9 P/E, offering value despite the 53.0 Tradestie Score.
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, Inc. contributes to the Automakers sector as a specialist manufacturer of fire & emergency and commercial vehicles, with its Q1 2024 consolidation of segments into Specialty Vehicles highlighting targeted exposure to essential transportation markets.
REV Group's 3.9% profit margin is offset by a strong 22.4% ROE and 11.1% revenue growth, demonstrating efficient equity utilization and top-line expansion despite compressed margins.
With 11.1% revenue growth and 22.4% ROE, REVG offers leverage to rising demand in specialty vehicles and aftermarket services through 2026. The 34.3 P/E embeds growth expectations that could be realized via segment synergies, supporting potential multiple expansion for investors seeking niche automaker exposure.
ECDA
ECD Automotive Design Inc is a custom-car builder in the Restomod sector with a focus on British classic motor vehicles of various models of both two-door and four-door styles. The company has established a facility geared towards producing the majority customized Land Rovers with the highest quality of parts and the highest quality labor force building each vehicle. ECD restores …
ECD Automotive Design Inc. occupies a specialized niche in the Automakers sector as a restomod builder focused on high-quality customizations of British classics, primarily Land Rovers in two- and four-door configurations.
The company reports a -33.1% profit margin and -10.2% revenue growth, indicating ongoing unprofitability and contraction in its core operations.
By 2026, ECD's dedicated production facility for premium Land Rover restomods could capture rising demand in the luxury custom vehicle segment, supporting revenue recovery from the current -10.2% decline. Its Tradestie Score of 51.5/100 reflects baseline operational viability that may improve with scale in the enthusiast market, offering entry for investors seeking exposure to differentiated automakers beyond mass production.
WKHS
Workhorse Group Inc is a technology company with a vision to pioneer the transition to zero-emission commercial vehicles. Its focus is to provide sustainable and cost-effective solutions to the commercial transportation sector. It designs and manufactures all-electric delivery trucks and drone systems, including the technology that optimizes the way these vehicles operate. It's focused on a core competency of bringing …
Workhorse Group Inc. matters in the Automakers sector as a specialist in zero-emission commercial vehicles, designing and manufacturing all-electric delivery trucks and drone systems to serve the sustainable transportation market.
Workhorse reports acute financial distress with a -289.0% profit margin and -247.7% ROE, reflecting heavy operating losses that outweigh its 374.9% revenue growth and signal weak near-term cash generation.
Investors could target WKHS in 2026 on the back of 374.9% revenue growth that demonstrates accelerating commercial demand for its electric trucks and drones. Execution on volume scaling and cost discipline may narrow the -289.0% margin and -247.7% ROE over the next two years as EV adoption accelerates in last-mile delivery. A Tradestie Score of 50.1/100 leaves room for re-rating if the company converts growth into positive operating leverage ahead of sector peers.
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.