General Motors Company

General Motors Company

GM

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Market Cap$80.37B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
General Motors CompanyGeneral Motors Company44.40.74%4%0.40.6

Earnings Call Q2 2026

July 21, 2026 - AI Summary

GM delivered strong 2Q/1H performance and raised full-year 2026 guidance (again): - 1H 2026: $92B revenue and $8.2B adjusted EBIT; adjusted diluted EPS $7.27, up >35% YoY (best first-half EPS diluted adjusted ever). - 2Q: $48B revenue (+~$0.9B YoY), adjusted EBIT $3.9B (+~$0.9B YoY), adjusted automotive FCF $5B (+$2.2B YoY). - Raised 2026 guidance: Adjusted EBIT $14B–$16B (from $13.5B–$15.5B), EPS $12–$14 (from $11.50–$13.50), adjusted automotive FCF $9.5B–$11.5B (from $9B–$11B). - Pricing discipline highlighted: incentives ~1.5–2 points below industry average, supporting margin expansion (total company margin +1.8 points YoY in 1H).
North America profitability is back in the target range; key tailwinds (pricing, warranty, regulatory, EV losses improving): - 2Q North America: adjusted EBIT $3.4B, up >40% YoY; margin 8.6%, up +2.5 pts YoY, returning to GM’s 8%–10% target range. - Improvement drivers: stronger pricing, lower EV losses (right-sizing), and warranty/emissions-related regulatory tailwinds. - Warranty benefit: ~$500M improvement in the first half; full-year benefit expected to be +$1B–$1.5B YoY, with most remaining benefit flowing through 3Q.
Cash generation + capital returns remain strong: large share repurchases supported by strong free cash flow: - 1H adjusted automotive FCF: $6.3B. - 2Q open-market buybacks: $2B, retiring ~25M shares; 1H repurchases $2.8B and 36M shares retired. - Ending Q2 diluted share count: 893M (about 8% below Q2 2025; 35% below Q2 2023). - $3.5B remaining under current repurchase authorization; Q2 automotive cash balance $19.7B. - Dividend policy: GM Financial paid $250M dividends to GM in the quarter; full-year dividend expectation similar to last year.

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$95.33

Target Price by Analysts

8.7% upsideGeneral Motors Company Target Price DetailsTarget Price
$23.55

Current Fair Value

73.1% downside

Overvalued by 73.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$80.37 Billion
Enterprise Value$97.25 Billion
Dividend Yield$0.66 (0.74%)
Earnings per Share$3.33
Beta1.31
Outstanding Shares919,444,000

Return

Return on Equity4.08%ROE
Return on Assets0.90%
Return on Invested Capital1.10%

Valuation & Multiples

P/E Ratio44.43P/E Ratio
PEG-135.58PEG
Price to Sales0.45Price to Sales
Price to Book Ratio1.27Price to Book Ratio
Enterprise Value to Revenue0.53
Enterprise Value to EBIT47.74
Enterprise Value to Net Income38
Total Debt to Enterprise0.38
Debt to Equity0.6Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 28, 2026
EPS Estimate
$3.20
Average shareholder expectation
Revenue Estimate
$47.22 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 20, 2026
EPS Estimate
$3.59
Average shareholder expectation
Revenue Estimate
$48.59 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.5026 83.20%
Total Calls57,500 99.60%
Total Puts86,400 99.09%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %4.77% 77.26%
Total Invested$3.36B 94.01%
Investors Holding640 946.00%

ESG Score

No data

About General Motors Company

164,000 employees
CEO: Mary Barra

General Motors is a global company committed to delivering safer, better and more sustainable ways for people to get around. General Motors, its subsidiaries and its joint venture entities sell vehicles under the Chevrolet,Buick,GMC,Cadillac, Baojun and Wuling brands.

Relevant Senate Committees

Joint Committee on Taxation

This committee's analysis and scoring of tax legislation directly influence the specifics of tax policies (e.g., EV tax credits, corporate tax structure) that significantly impact General Motors' financial performance and strategic planning.

Finance

This committee's control over taxation (corporate tax rates, EV tax credits, R&D credits) and trade policy (tariffs, international trade agreements) directly impacts GM's profitability, investment decisions, and global supply chain costs.

Appropriations

This committee allocates federal spending, directly impacting funding for infrastructure projects (e.g., EV charging networks), regulatory bodies relevant to GM (e.g., EPA, NHTSA), and potential government incentives or fleet purchases.

Health, Education, Labor, and Pensions

This committee's regulation of labor laws, including minimum wage, union negotiations, and working conditions, directly impacts GM's significant workforce, operating costs, and industrial relations.

Judiciary

This committee's oversight of antitrust laws is critical for potential mergers or acquisitions in the auto sector, and its jurisdiction over intellectual property is vital for GM's patents in EV and autonomous driving technologies.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, vehicle safety regulations (NHTSA oversight), autonomous vehicle policy, and consumer protection (FTC), all of which directly impact GM's product development, sales, and operational compliance.

Energy and Natural Resources

This committee directly influences national energy policy, including fuel efficiency standards for ICE vehicles, incentives for electric vehicles, and regulations concerning critical minerals essential for battery production, all of which are central to GM's future strategy.

Environment and Public Works

This committee's oversight of the EPA means it directly influences vehicle emission standards and environmental regulations critical for both internal combustion engine and electric vehicle manufacturing (e.g., battery production waste). Infrastructure funding for roads and EV charging stations also directly benefits GM's market.

Foreign Relations

As a global automaker, GM is significantly impacted by U.S. foreign policy, international trade agreements, and sanctions, which affect its supply chains, production sites, and sales in international markets like China.