Consumer Cyclical · NYSE/NASDAQ: GM
General Motors Co
Auto Manufacturers
Market Cap $75.80B
Verdict: Average
Quality Scores
Multi-Bagger
35/100
Compounder Quality
58/100
Management Credibility
65/100
Governance
75/100
Cash Flow Quality
82/100
AI Summary
General Motors (GM) has undergone a paradoxical decade, characterized by a massive reporting pivot and structural consolidation following its European divestitures and shifts toward EV/AV technologies. The revenue profile shows a significant jump from the $30B-40B range to over $180B in later years, reflecting a consolidation of GM Financial and core operations. Despite rising topline figures, net margins remain highly volatile, with 2017 and 2019 seeing significant losses or break-even performance. The company’s pivot to 'Ultium' and 'Cruise' represents a high-stakes transition. While…
Top Opportunities
- Consistent positive Cash Flow from Operations
- Massive revenue growth since 2020 low point
- Dominant position in North American truck/SUV market
Top Risks
- Significant drop in 2025 Net Income and Operating Margin
- High capital intensity of the EV transition
- Intense competition from Tesla and Chinese EV manufacturers
Latest report: Read the annual report summary →
Unlock the full report
Full sections, financial charts, AI chat and PDF export are available with Premium.