General Motors

General Motors designs, builds and sells trucks, crossovers, cars and automobile parts worldwide and is investing in and growing a ride-sharing vehicle business. The company also provides automotive financing services through its subsidiary, General Motors Financial Company, Inc. The company's automotive operations serves its customers through its automotive segments: GM North America and GM International. In addition to the vehicles it sells through its dealer network to retail customers, the company also sells vehicles directly or through its dealer network to fleet customers, including daily rental car companies, commercial fleet customers, leasing companies and governments.
  • TickerGM
  • ISINUS37045V1008
  • ExchangeNew York Stock Exchange
  • SectorAutomobiles & Parts
  • CountryUnited States

Analysts

Valens Research

Valens Equity Insights and Inflections - 2019 10 15

TECD currently trades below historical averages relative to UAFRS-based (Uniform) Earnings, with a 10.1x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to decline from 18% in 2019 to 8% in 2024, accompanied by 2% Uniform Asset growth going forward. However, analysts have less bearish expectations, projecting Uniform ROA to only decline to 17% by 2021, accompanied by 1% Uniform Asset shrinkage. Additionally, management is confident about their recent profitability trends and about the strength of their cloud business. Current valuations appear to be pricing ...

General Motors Company: UAW contract that preserves flexibility is critical as GM steps-up pursuit of BEV/AV leadership

GM plans to lead in profitable production of electric and driverless cars, but needs a UAW contract that gives it enough flexibility to accomplish that while shifting away from gas engines.

ValuEngine Rating and Forecast Report for GM

ValuEngine Rating and Forecast Report for GM

GENERAL MOTORS CO. sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of GENERAL MOTORS CO. (US), active in the Automobiles industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date October 4, 2019, the closing price was USD 34.91 and its target price was estimated at USD 32.96.

General Motors Company: GM/UAW strike reflects wide chasm between positions. Outcome critical as auto industry faces critical challenges.

The United Auto Workers Union's (UAW) decision to call a strike against General Motors Company (GM) is credit-negative for the company as well as the domestic auto industry.

General Motors Company: UAW contract that preserves flexibility is critical as GM steps-up pursuit of BEV/AV leadership

GM plans to lead in profitable production of electric and driverless cars, but needs a UAW contract that gives it enough flexibility to accomplish that while shifting away from gas engines.

General Motors Company: GM/UAW strike reflects wide chasm between positions. Outcome critical as auto industry faces critical challenges.

The United Auto Workers Union's (UAW) decision to call a strike against General Motors Company (GM) is credit-negative for the company as well as the domestic auto industry.

General Motors Company - June 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

General Motors Company: Maintaining competitive presence as market demand softens

Operating and cost disciplines to be tested as North American and Chinese market demand softens in 2019.

General Motors Company - March 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research

Valens Equity Insights and Inflections - 2019 10 15

TECD currently trades below historical averages relative to UAFRS-based (Uniform) Earnings, with a 10.1x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to decline from 18% in 2019 to 8% in 2024, accompanied by 2% Uniform Asset growth going forward. However, analysts have less bearish expectations, projecting Uniform ROA to only decline to 17% by 2021, accompanied by 1% Uniform Asset shrinkage. Additionally, management is confident about their recent profitability trends and about the strength of their cloud business. Current valuations appear to be pricing ...

David Whiston

Morningstar | GM's Second-Quarter Sales Get Pricing Boost From Light Trucks

Automakers' June U.S. sales show a similar pattern to the rest of the year. June industry sales, excluding Ford, which reports July 3, fell 2.2% versus June 2018, but we calculate a 1.6% increase adjusting for one less selling day. Sales are down 2.3% for the first half of 2019, excluding Ford. We still look for a high 16 million unit sales year due to both automakers pulling back on leasing to protect residual values and a likely peak year for off-lease vehicles, drawing shoppers back to used over new. Light truck model demand remains strong, which is good news for GM with its new generation ...

David Whiston

GM's Second-Quarter Sales Get Pricing Boost From Light Trucks

Automakers' June U.S. sales show a similar pattern to the rest of the year. June industry sales, excluding Ford, which reports July 3, fell 2.2% versus June 2018, but we calculate a 1.6% increase adjusting for one less selling day. Sales are down 2.3% for the first half of 2019, excluding Ford. We still look for a high 16 million unit sales year due to both automakers pulling back on leasing to protect residual values and a likely peak year for off-lease vehicles, drawing shoppers back to used o...

Valens Research

Valens Equity Insights and Inflections - 2019 06 19

GM currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 13.2x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to fade from 7% in 2018 to 4% in 2023, accompanied by 1% Uniform Asset shrinkage going forward. However, analysts have less bearish expectations, projecting Uniform ROA to only marginally decline to 6% by 2020, accompanied by 2% Uniform Asset growth. Meanwhile, management is confident in their Cadillac XT4 sales, cost management, and South American business turnaround. Should GM just sustain profitability near curr...

1 director sold after exercising options/sold

A director at General Motors Co sold after exercising options/sold 275,944 shares at 40.030USD and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under l...

PSA Autos: US Auto Sales May: SAAR Drops Below 17mil Units

US Auto Sales May: SAAR Drops Below 17mil Units US auto sales increased 4.7% YoY to 1.59 mil vehicles in May, with SAAR falling to 16.91mil vehicles, the first drop below 17mil since Aug 2017. (Numbers based on using Automotive News estimates for General Motors (GM US)). May 2018 had one more selling day than May 2017, indicating that DSR-adjusted sales would have been flat. Analyst Julie Boote airs her concerns that this number is being boosted by several factors and discusses the performance of the Japanese automakers.

ValuEngine Rating and Forecast Report for GM

ValuEngine Rating and Forecast Report for GM

GENERAL MOTORS CO. sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of GENERAL MOTORS CO. (US), active in the Automobiles industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date October 4, 2019, the closing price was USD 34.91 and its target price was estimated at USD 32.96.

ValuEngine Rating and Forecast Report for GM

ValuEngine Rating and Forecast Report for GM

ValuEngine Rating and Forecast Report for GM

ValuEngine Rating and Forecast Report for GM

ValuEngine Rating and Forecast Report for GM

ValuEngine Rating and Forecast Report for GM

MarketLine Department

Mahindra & Mahindra Limited - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Mahindra & Mahindra Limited Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Mahindra & Mahindra Limited since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competi...

MarketLine Department

Ford Motor Company - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Ford Motor Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Ford Motor Company since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. K...

MarketLine Department

Kia Motors Corporation - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Kia Motors Corporation Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Kia Motors Corporation since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advan...

MarketLine Department

Dongfeng Motor Group Co Ltd - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Dongfeng Motor Group Co Ltd Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Dongfeng Motor Group Co Ltd since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competi...

MarketLine Department

Fiat Chrysler Automobiles NV - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Fiat Chrysler Automobiles NV Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Fiat Chrysler Automobiles NV since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its compe...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Airlines continue to benefit from lower oil prices. • The test of the October lows appears successful and investors continue to question whether the lows have been made. Apathy and uncertainty often follows a successful retest. We continue to believe the market will continue to have volatility. • A number of retail stocks have pulled back to logical support with many reversing and turning up near their respective 200-day moving averages.

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • We continue to believe the markets are in a consolidation similar to 1994. Please review our Compass dated May 29th, 2018 • Many Consumer Discretionary stocks continue to lead the market and suggests the economy is doing fine overall. • A number of Semi and Semi-supplier names are breaking out too new price and RS highs. • Banks and brokers are our major concern right now. A break down in these names would likely suggest a market top. If they can consolidate at their present levels that would be a positive.

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