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General Motors Company (GM) Stock Analysis

Consumer Cyclical

General Motors Company

$79.79

+$1.00 (+1.27%)

Last Updated: May 26, 2026

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Analysis

Company Overview

General Motors Company operates as a global manufacturer designing, building, and selling trucks, crossovers, cars, and automobile parts through its GM North America, GM International, and GM Financial segments. The corporation markets its vehicles primarily under the Buick, Cadillac, Chevrolet, GMC, Baojun, and Wuling brands to consumers worldwide. This entity functions within the Consumer Cyclical sector and specifically the Auto Manufacturers industry, positioning it as a key player in discretionary spending markets that fluctuate with economic cycles. The company possesses a significant scale, evidenced by a market capitalization of $68.08B and annual revenue reaching $185.02B, supported by a workforce of 156,000 employees. These valuation and revenue figures indicate that General Motors maintains a substantial market presence, reflecting its established position as a major entity capable of influencing industry-wide trends and maintaining extensive distribution networks.

Financial Health

General Motors reported revenue of $185.02B over the trailing twelve months, with net income of $3.18B and EBITDA of $17.63B. The substantial gap between the $185.02B revenue and the $3.18B net income reveals a cost structure where operating expenses, including cost of goods sold and general administrative costs, consume a significant portion of top-line growth. The company generated free cash flow of $8.56B, which provides the financial flexibility necessary to fund capital expenditures, reduce debt obligations, or pursue strategic acquisitions without relying on external financing. Profitability efficiency is detailed through three key margins: a gross margin of 10.7%, an operating margin of 6.5%, and a profit margin of 1.5%, indicating that for every dollar of sales, only 1.5 cents remains as net profit after all costs and taxes are accounted for. Liquidity and leverage are defined by a cash balance of $27.67B against total debt of $131.58B, resulting in a debt-to-equity ratio of 208.30, which characterizes the balance sheet as highly leveraged rather than conservative. Short-term liquidity is assessed via a current ratio of 1.17, suggesting the company holds sufficient current assets to cover its short-term liabilities, though with a narrow margin of safety. Management effectiveness is further scrutinized by a return on equity of 4.3% and a return on assets of 2.5%, metrics that show the company generates modest returns relative to the capital invested by shareholders and the total asset base.

Valuation Assessment

Valuation multiples for General Motors include a trailing P/E ratio of 22.32 and a forward P/E of 5.26, a stark difference implying that the market expects a dramatic improvement in earnings trajectory to justify the current stock price relative to future projections. The price-to-book ratio stands at 1.08, indicating that the market values the company at slightly more than its book value, suggesting a minimal premium over the net asset value of its equity. Alternative valuation metrics such as a price-to-sales ratio of 0.37 and an EV/EBITDA of 9.75 suggest the company is priced low relative to its sales volume and earnings before interest, taxes, depreciation, and amortization. Price volatility over the last year is contextualized by a 52-week high of $87.62 and a 52-week low of $41.60; based on the provided data points, the stock has experienced significant fluctuation within this range. The beta value of 1.36 indicates that the stock's price volatility is 36% higher than the broader market, meaning it tends to amplify market movements during periods of instability or growth.

Growth & Income

Revenue growth for the trailing twelve months was -5.1%, while earnings growth is listed as N/A, indicating that the company did not report earnings growth data or that it declined to a level where growth calculation was not applicable in the standard sense. The absence of positive revenue growth and the lack of reported earnings growth figures suggest that the company is currently facing headwinds that prevent it from expanding its top line or increasing profitability at the current rate. Regarding income distribution, the company offers a dividend yield of 1.0% with a payout ratio of 17.4%, indicating that the dividend is highly sustainable given that it consumes a small fraction of net income. This conservative payout strategy allows the company to retain the majority of its earnings for reinvestment into operations or debt reduction rather than distributing them entirely to shareholders. The overall growth and income profile reflects a mature asset with limited recent expansion but a stable, albeit low-yielding, income stream supported by a highly leveraged capital structure.

Peer Comparison

General Motors Company (GM) operates in the Auto Manufacturers industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
General Motors Company GM $71.94B 29.1
Tesla, Inc. TSLA.TO $2.13T 378.2
Tesla, Inc. TSLA $1.63T 401.5
Toyota Motor Corporation TM $247.75B 10.2

The Auto Manufacturers industry average P/E ratio is 122.2x. General Motors Company trades at a P/E of 29.1.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About General Motors Company

General Motors Company designs, builds, and sells trucks, crossovers, cars, and automobile parts worldwide. It operates through GM North America, GM International, and GM Financial segments. The company markets its vehicles primarily under the Buick, Cadillac, Chevrolet, GMC, Baojun, and Wuling brand names. In addition, it sells trucks, crossovers, cars, and automobile parts through retail dealers, distributors and dealers, as well as to fleet customers, including daily rental car companies, commercial fleet customers, leasing companies, and governments. Further, the company offers various range of after-sale services through dealer network, such as maintenance, light repairs, collision repairs, vehicle accessories, and extended service warranties. Additionally, it provides automotive financing; and software-enabled services and subscriptions. General Motors Company was founded in 1908 and is based in Detroit, Michigan.

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Key Statistics

Market Cap
$71.94B
P/E Ratio
29.12
52-Week High
$87.62
52-Week Low
$46.82
Avg Volume
7.11M
Beta
1.29
Dividend Yield
0.90%

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NYSE
Country
United States
Employees
156,000