General Motors (GM)
NYSEConsumer DiscretionaryAuto - ManufacturersSnapshot 2026-10-30
$87.40+1.96%
Close 2026-10-30 · 1-day change
NYSEConsumer DiscretionaryAuto - ManufacturersSnapshot 2026-10-30
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Put GM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS growth to at least $12.5 per share in FY26: Comparison needs review.
View ThesisRevenue is contracting — down about 0% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskGM’s low earnings multiple depends on steady profits and expanding its electric vehicle business. Revenue growth improved from a decline to 2.9%, and Q3 earnings beat estimates. GM trades at 6.4 times earnings versus 15.2 times for peers. The price reflects less growth than our forecast. The risk is pressure on the FY26 earnings-growth pillar, whose comparison needs review. Our model puts next-quarter miss probability near 19%. Peer multiples imply a price about 39% above where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. GM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 24 analysts currently covering GM (as of Oct 2026).
Based on 11 Wall Street analysts offering 12-month price targets for GM in the last 4 months.
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Compare GM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| GM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automobile Manufacturers — fair value, gap to price, and forward P/E.
Compare the value case
Put GM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Reported payout over driving-data practices raises legal and trust risks for GM.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $87.40
The last 12 months of price, then the range of analyst 12-month targets from today’s $87.40.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Return capital through dividends and share repurchases
A $20 billion buyback directly advances capital returns, though flat shares temper the signal.
Substantial settlement raises costs and reputational risk over customer data practices.
The substantial settlement creates financial and reputational costs tied to alleged driver-privacy violations.
The substantial settlement creates financial and reputational costs tied to alleged driver-privacy violations.
Advances: Build an all-electric future and offer a broad EV portfolio
Hybrid SUV plans provide incremental product support, but are not an EV catalyst.
Expanding eyes-off autonomy to core vehicle segments broadens product capability, though EV objectives are unaffected.
Advances: Return capital through dividends and share repurchases
A $20 billion buyback materially advances capital returns, though the headline alone does not confirm execution.
