|GM Overview
GM

General Motors Co

Industrials • CIK: 0001467858

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Market Cap
$60.17B
P/E (TTM)
11.5x
Rev Growth (TTM)
+2.6%
Net Margin (TTM)
2.6%
FCF Yield (TTM)
24.8%
FCF Margin (TTM)
7.9%

LATEST EARNINGS

Q3 2025
4 months ago
View source
Revenue
$48.59B
-0.3%
Net Income
$1.33B
-56.6%
EPS
$1.35
-49.6%
Operating
2.2% -5.3%
Net
2.7% -3.6%
  • Full-year EBIT-adjusted guidance raised to $12.0B - $13.0B from $10.0B - $12.5B.
  • Full-year adjusted diluted EPS guidance raised to $9.75 - $10.50 from $8.25 - $10.00.
  • Full-year adjusted automotive free cash flow guidance range increased to $10.0B - $11.0B from $7.5B - $10.0B.
  • GM Financial EBT-adjusted increased 17.0% to $804 million.

Cash Flow Health

Free Cash Flow7/8 positive
TTM$14.9B
Q3 '25
$5.0B+4%
Q2 '25
$4.8B+12%
FCF Margin
TTM7.9%
Q3 '2510.2%+1%
Sector: 7.3%Above Avg
OCF Margin12.9%
OCF/NI5.05x
CapEx Coverage2.6x
FCF Yield24.8%
FCF Growth (2Y)+23%
Cash Conversion Cycle
29 days
DSO: 29+DIO: DPO:

Capital Allocation & Returns

Shareholder Friendly
Total Shareholder YieldTTM
TTM14.5%
Div Yield0.9%
+
Buyback (TTM)13.6%

Strong capital returns to shareholders

Dividend & Payout Metrics
Dividend Yield (TTM)0.9%
FCF Payout Ratio3.6%
Free Cash Flow (TTM)$14.9B
Stock Repurchases (TTM)$8.2B
Capital Return / FCF59.4%
Est. Dividends Paid (TTM)$532.9M
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
15.8%
Moderate
-0.4% YoY-2.4%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
2.8%
8Q: 4.9%
Asset Turnover
0.66x
8Q: 0.67x
Leverage (1+D/E)
1.00x
D/E: 0.00x
DuPont: 1.9%15.8% ROIC
Asset & CapEx Efficiency
Invested Cap Turn
5.58x
8Q:5.43x
+93.4%
CapEx Intensity
27.7%
8Q:27.0%
CapEx/Depreciation
0.78x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Revenue
$187.4B
$48.6B3.1%
$47.1B7.0%
$44.0B7.7%
$47.7B2.2%
$48.8B1.6%
$48.0B11.5%
$43.0B0.1%
$43.0B
Operating Income
$8.1B
$1.1B49.4%
$2.1B36.5%
$3.4B120.2%
$1.5B58.3%
$3.7B5.7%
$3.9B3.6%
$3.7B307.2%
$918.0M
Net Income
$4.8B
$1.3B30.5%
$1.9B44.5%
$3.4B294.8%
$-1.7B156.9%
$3.0B3.8%
$2.9B1.7%
$3.0B43.1%
$2.1B
Operating Cash Flow
$24.2B
$7.1B2.8%
$6.9B14.0%
$6.1B46.4%
$4.1B39.7%
$6.9B14.8%
$6.0B89.6%
$3.2B13.8%
$3.7B
Free Cash Flow
$14.9B
$5.0B4.2%
$4.8B12.4%
$4.2B368.0%
$907.0M80.4%
$4.6B35.5%
$3.4B823.3%
$369.0M853.1%
$-49.0M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
11.5x
Valuation Lenses
Earnings
11.5x
vs sector
Cash Flow
1.2x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
0.7P/E per %ROIC
ROIC: 15.8%
Shareholder Returns
Dividend
0.9%
Buyback
13.6%
Total Yield
14.5%
Market Cap$60.17B
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
70/100
High Quality

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Below Avg
7.3%
8Q:
Return on Invested Capital (ROIC)Top 25%
15.8%
8Q:
-2.4%
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: 2.8%
Asset Turnover: 0.66x

Earnings Quality

Cash Conversion

5.05x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin100.0%

Capital Efficiency

Invested Capital Turnover5.58x

Working Capital

Cash Conversion Cycle29 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
63/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
2.6%
OpInc Growth YoY
-70.5%
EPS Growth YoY
-44.5%
FCF 3Y CAGR
22.5%

Growth Quality Analysis

Efficient Growth: Free cash flow growing faster than revenue

Margin Quality & Sustainability

Low Quality
Profitability Cascade
Gross
100.0%
Operating
4.3%
Below Avg in sector
Net
2.6%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+5.4 pts
FCF: 7.9% | Net: 2.6%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $33.00B
Interest Coverage
+Net cash position: $33.00B
Leverage Metrics
Debt-to-Equity
0.00x
Balance sheet risk & solvency analysis