| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 80 | 38.2x | 17.8x | Top tier | |
Growth | 21 | -1.1% | 7.1% | Bottom tier | |
Quality | 43 | 0.9% | 4.5% | Around median | |
Safety | 37 | 7.5x | 2.6x | Bottom tier | |
Capital Return | 53 | 0.77% | 2.12% | Around median | |
Momentum | 85 | 51.1% | 2.9% | Top tier | |
Sentiment | 67 | 16 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
General Motors Company operates through the manufacture and sale of internal combustion engine vehicles and electric vehicles, with its operating strength concentrated in full-size trucks and sport utility vehicles. The company also generates revenue from GM Financial and digital subscriptions through OnStar and Super Cruise, alongside smaller businesses such as GM Defense and GM Insurance. In fiscal Q2 2026, GM Financial generated adjusted pre-tax earnings of $600 million and paid a $250 million dividend to the company, while recognized OnStar digital revenue reached $800 million, up 20% year over year.
In fiscal Q2 2026, General Motors reported revenue of $48.0 billion, up $900 million year over year, net income of $1.3 billion, and earnings per share of $1.41 according to EDGAR data. Adjusted earnings before interest and taxes reached $3.9 billion, up $900 million year over year, while adjusted automotive free cash flow increased by $2.2 billion to $5.0 billion. Higher internal combustion engine vehicle volumes in North America and South America contributed to revenue growth, but were partially offset by lower electric vehicle volumes.
North America was the main earnings driver in fiscal Q2 2026, generating adjusted earnings before interest and taxes of $3.4 billion, up more than 40%, and a margin of 8.6%, representing a year-over-year improvement of 2.5 percentage points. International operations excluding China income generated $100 million, and joint ventures in China contributed $100 million in income despite the difficult competitive environment. During the first half of fiscal 2026, revenue reached $92 billion, adjusted earnings before interest and taxes were $8.2 billion, and adjusted diluted earnings per share were $7.27, up more than 35%.
The average analyst price target is $100.1, approximately 9% above the 52-week range high of $91.85, while the wide target range extends from $61 to $130 and reflects significant variation in profitability and risk estimates. The consensus leans toward a buy, but the absence of an available price-to-earnings ratio in the data, together with $10.9 billion in electric vehicle restructuring charges and expected cost pressures, makes the target range more useful than relying on an unavailable earnings multiple.
Figures in the text are as of 2026-08-27; the live price is shown at the top of the page.
General Motors' revenue in fiscal Q2 2026 reached approximately $48.0 billion, up $900 million year over year. The company reported net income of $1.3 billion and earnings per share of $1.41 according to EDGAR data, while adjusted earnings before interest and taxes reached $3.9 billion. The North America business generated $3.4 billion in adjusted earnings before interest and taxes and an 8.6% margin, while adjusted automotive free cash flow reached $5.0 billion.
The company raised its guidance on July 21, 2026 following improvements in pricing, warranty costs, and core business performance during the first half of fiscal 2026. It now expects adjusted earnings before interest and taxes of between $14 billion and $16 billion and adjusted diluted earnings per share of between $12 and $14. It also raised its adjusted automotive free cash flow range to between $9.5 billion and $11.5 billion, assuming no material escalation in the Middle East or significant increase in inflationary pressures.
GM's share of the U.S. full-size truck market exceeded 42% during the first half of fiscal 2026, more than 10 percentage points ahead of its closest competitor. The company intends for the next-generation light-duty Chevrolet Silverado and GMC Sierra to begin arriving in showrooms in December 2026, alongside the launch of new V8 engines at three propulsion plants. Management expects a year-over-year decline of approximately 35 thousand units in fiscal Q4 2026 because of the launch phase, while it believes the greatest volume growth opportunity will emerge in late 2027 and more clearly during 2028.
Automated analysis for informational purposes only — not investment advice.
Recognized OnStar digital revenue reached $800 million in fiscal Q2 2026, up 20% year over year, while deferred revenue reached $6.3 billion, up nearly 50%. The company expects more than $3 billion in recognized software and services revenue during fiscal 2026 and the addition of 1 million new subscriptions across its digital portfolio. It also aims to add 160 thousand vehicles equipped with Super Cruise by making it standard on higher trims of Silverado and Sierra and optional on most other trims, with management citing subscription retention rates of between 30% and 40%.
GM recorded additional electric vehicle-related charges of $2.3 billion in fiscal Q2 2026, including $900 million for suppliers, $700 million to realign the battery supply chain, and $700 million in non-cash impairments. Total charges since the second half of fiscal 2025 reached approximately $10.9 billion, of which nearly $7.2 billion had a cash impact, with $4.5 billion paid through the end of the quarter. In contrast, the company expects electric vehicle losses to improve by between $1 billion and $1.5 billion during fiscal 2026 as a result of aligning production capacity with demand and lower volumes.
On August 24, 2026, NHTSA expanded its investigation into General Motors' electronic braking system after receiving additional complaints about reliability and performance in certain models, with no potential financial cost specified in the available information. On the supply side, GM entered into a $4.5 billion agreement with Procura Auto Parts to pre-fund suppliers and hold critical inventory on its behalf. The company also faces expected annual costs of between $1.5 billion and $2.0 billion from commodity and logistics inflation and DRAM memory, while investing between $1 billion and $1.5 billion during fiscal 2026 in production localization, supply chain strengthening, and software.
