F vs GM: Ford vs General Motors Stock Comparison: AI Score, Valuation, Performance and Upside
Ford and General Motors are the two dominant US-listed legacy automakers, both navigating the transition from highly profitable ICE trucks and SUVs toward EVs while managing labour costs and international exposure. GM has been more aggressive with buybacks and has a broader EV platform, while Ford's Pro commercial segment has emerged as a standout high-margin business.
Use this F vs GM comparison to evaluate two contrasting paths through the auto industry transition. Both generate most of their value from ICE trucks; the key differentiation is Ford Pro's commercial services margin story versus GM's buyback-driven EPS growth and broader EV platform bet.
GM holds the edge across 5 of 5 key metrics in this comparison. GM leads on both 1-year return (+65.00%) and forward P/E quality (5.37x vs 7.78x for F), a relatively favorable combination of momentum and valuation. On fundamentals, F is growing revenue faster (6.40%), while GM maintains the higher operating margin (9.36%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for GM (+26.00%) than for F (+5.77%).
- →Want exposure to Ford Pro's commercial vehicle and services margin expansion story
- →Value the F-Series as a durable cash-generating franchise with 40+ years of sales leadership
- →Are comfortable with EV transition losses being ring-fenced in Model e while ICE generates cash
- →Prefer a dividend-paying legacy auto stock with meaningful free cash flow yield
- →Want US auto exposure with an aggressive share buyback program reducing share count
- →Value GM's broader Ultium EV platform as a longer-term competitive asset
- →Prefer the Chevy/GMC truck franchise combined with GM Financial's lending income
- →Are willing to look past Cruise setbacks as GM refocuses on profitable ICE and EV segments
| Metric | F | GM |
|---|---|---|
| AI score | 42.2 | 52.8 |
| AI rank | #931 | #341 |
| Latest close | $14.15 | $80.67 |
| 1M return | +1.07% | +2.18% |
| 6M return | +2.76% | -0.32% |
| 1Y return | +26.45% | +65.00% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | F | GM |
|---|---|---|
| 1Y ago | $12.43K (+24.3%) started 2025-07-23 | $15.18K (+51.8%) started 2025-07-23 |
| 5Y ago | $17.14K (+71.4%) started 2021-07-26 | $15.3K (+53.0%) started 2021-07-26 |
| 10Y ago | $30.3K (+203.0%) started 2016-07-25 | $37.04K (+270.4%) started 2016-07-25 |
Hypothetical — past performance does not guarantee future results.
| Metric | F | GM |
|---|---|---|
| Market cap | $56.7B | $68.59B |
| Trailing P/E | 11.79 | 27.76 |
| Forward P/E | 7.78 | 5.37 |
| Price/Sales | N/A | N/A |
| EV/Revenue | 1.02 | 0.95 |
| Analyst target | $15.05 | $95.85 |
| Target upside | +5.77% | +26.00% |
| Metric | F | GM |
|---|---|---|
| Revenue growth | 6.40% | -0.90% |
| Earnings growth | 430.80% | -15.80% |
| EPS growth | +430.80% | -15.80% |
| FCF margin | -1.18% | +12.17% |
| Operating margin | 5.74% | 9.36% |
| Profit margin | -3.22% | 1.38% |
| ROIC proxy | -14.81% | 4.01% |
| Return on equity | -14.81% | 4.01% |
| Dividend yield | 4.22% | 0.95% |
| Beta | 1.83 | 1.31 |
| Debt/equity | 425.54 | 199.05 |
| Current ratio | 1.09 | 1.15 |
| Quick ratio | 0.88 | 0.89 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | F | GM |
|---|---|---|---|
| 1Y | Growth | +24.34% | +51.84% |
| CAGR | +24.38% | +51.93% | |
| Sharpe ratio | 0.65 | 1.29 | |
| Max drawdown | 23.39% | 16.20% | |
| Max daily drop | 7.46% | 5.21% | |
| Max wkly drop | 14.56% | 8.05% | |
| 5Y | Growth | +29.66% | +48.76% |
| CAGR | +5.34% | +8.28% | |
| Sharpe ratio | 0.22 | 0.28 | |
| Max drawdown | 56.51% | 58.96% | |
| Max daily drop | 18.36% | 8.99% | |
| Max wkly drop | 23.30% | 15.34% | |
| 10Y | Growth | +65.28% | +202.64% |
| CAGR | +5.16% | +11.72% | |
| Sharpe ratio | 0.20 | 0.36 | |
| Max drawdown | 64.77% | 59.96% | |
| Max daily drop | 18.36% | 17.32% | |
| Max wkly drop | 23.73% | 35.38% |
| Category | F | GM |
|---|---|---|
| Company | Ford Motor Company | General Motors Company |
| Sector | Consumer Cyclical | Consumer Cyclical |
| Industry | N/A | N/A |
| Core business | Global automaker organised around Ford Blue (internal combustion vehicles), Ford Model e (electric vehicles), and Ford Pro (commercial vehicles and fleet). Key products: F-Series trucks, Bronco, Explorer, Mustang Mach-E, and Transit commercial vans. | Global automaker with brands including Chevrolet, GMC, Buick, and Cadillac. Operates GMNA (North America), GMI (International), Cruise (autonomous vehicles), and GM Financial (auto lending). |
| Investor focus | Ford Pro commercial vehicle margin expansion, Model e EV loss reduction, F-Series volume and pricing, and free cash flow generation. | Truck and SUV profitability, Cruise autonomous vehicle strategy, EV ramp (Ultium platform), share buybacks, and GM Financial contribution. |
- →F-Series is the best-selling vehicle in the US for over 40 years — a dominant cash-generating franchise
- →Ford Pro commercial van and truck business is highly profitable with growing software and service revenue
- →Strong brand loyalty in trucks and SUVs providing pricing durability in core ICE segments
- →Highly profitable truck and large SUV portfolio — Silverado, Sierra, Tahoe, Suburban — generating strong free cash flow
- →Active share buyback program reducing share count and supporting EPS growth
- →GM Financial provides a recurring earnings stream from auto lending with good credit performance
- →Model e EV segment generating substantial operating losses that weigh on overall profitability
- →Labour cost structure following UAW contract settlement increases cost per vehicle
- →Execution risk on EV transition — balancing ICE cash flows with EV investment requirements
- →Cruise autonomous vehicle segment incurred significant losses and reputational damage following safety incidents
- →Ultium EV platform ramp has been slower than expected with higher-than-anticipated costs
- →International exposure — particularly China — where GM has lost significant market share to local EV competitors
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