General Motors CompanyGM
NYSE•Consumer Cyclical•Auto Manufacturers
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.
General Motors Company (GM) reported trailing twelve months revenue of $184.62B as of March 2026, a 2.0% decline year-over-year. Quarterly revenue reached $43.62B, reflecting a contraction in sales.
General Motors Company generated $2.54B in TTM net income, with quarterly EBITDA of $5.93B. The operating margin contracted from 7.6% to 6.7%, suggesting rising cost pressures or pricing headwinds.
The spread between operating margin (6.7%) and net margin (6.0%) indicates tight cost control with minimal non-operating drag. Net margin has narrowed from 6.3% a year ago, reflecting increased costs or interest expense.
GM trades at a P/E of 26.1x (in line with broad market averages) and a P/S of 0.4x. The price-to-book ratio of 1.1x reflects a moderate premium to book value.
The company generated $1.44B in free cash flow over the trailing twelve months, a 66.1% decrease year-over-year, indicating cash generation ability. The balance sheet shows $280.97B in total assets with $15.52B in long-term debt against $62.66B in stockholders equity for a debt-to-equity ratio of 0.2, a conservative capital structure. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are under pressure, averaging 4.0%. The business may lack pricing power or face rising costs.'
ROE is positive at ~8.8% on average, adequate but below the threshold typically associated with wide moats.
Free cash flow is consistently positive and growing — a hallmark of a capital-light business that can self-fund growth.
Revenue has grown modestly overall (~3.7%) but trajectory is uneven, suggesting a competitive or cyclical business.
Data-driven red flags and warnings across 21 quarters
Operating margins dropped 79.6% over recent quarters — a sharp decline suggesting serious cost or pricing challenges.
FCF/Net Income has dropped below 0.7x in 3 quarters — monitor for earnings quality deterioration.
D/E ratio is 0.2 — conservative capital structure with low financial risk.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Shares decreased 19.8% — net buybacks are reducing shares outstanding and boosting per-share value.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation