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GM General Motors

auto · 2026-10-20

N/A
too hard · 28
Owner-earnings value$9.37
Price$82.75
Margin of safety -88.7%

Quality gate · 28/100

Returns on capital 0/30
Consistency 14.5/22
Margins / pricing power 5.0/16
Balance sheet 2.3/16
Cash conversion 0/10
Capital allocation 6/6

⚠ sub-hurdle returns (median roic 5% < 9%) · over-levered (net debt/EBITDA 6.3x > 4x)

Median ROIC4.9%
Gross margin5.7%
Net debt / EBITDA6.3x
FCF conversion-45%
Share count / yr-13.6%
Profitable years4/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)605.00M
Owner-earnings yield0.8%
Free-cash-flow yield0.8%
Growth used (normalized)5.7%
Market-implied growth (reverse DCF)25.0%
Terminal growth3.0%
Discount rate (hurdle)11.4%

Projected owner earnings

YrOwner earningsGrowthPV
1639.40M 5.7%573.78M
2673.85M 5.4%542.64M
3708.14M 5.1%511.73M
4742.06M 4.8%481.21M
5775.40M 4.5%451.23M
6807.91M 4.2%421.90M
7839.38M 3.9%393.35M
8869.58M 3.6%365.68M
9898.26M 3.3%338.98M
10925.21M 3.0%313.32M

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~25%/yr owner-earnings growth over 10y (reverse DCF); model credits 6%.

History

DateQualityPriceValueMoSRating
2026-10-20 28 $82.75 $9.37 -88.7% N/A
2026-10-07 28 $82.01 $9.22 -88.8% N/A
2026-09-24 28 $83.77 $9.52 -88.6% N/A
2026-09-11 28 $86.12 $9.73 -88.7% N/A
2026-08-31 28 $86.27 $9.97 -88.4% N/A
2026-08-17 28 $86.77 $10.00 -88.5% N/A
2026-08-04 28 $87.68 $9.94 -88.7% N/A
2026-07-22 29 $79.52 $43.01 -45.9% N/A
2026-07-09 29 $76.24 $43.36 -43.1% N/A
2026-07-02 29 $75.52 $44.17 -41.5% N/A
2026-07-01 29 $75.52 $44.81 -40.7% N/A
2026-06-25 29 $78.95 $44.62 -43.5% N/A
2026-06-23 29 $78.95 $44.06 -44.2% N/A