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RIVN
Rivian Automotive, Inc. · Electric Vehicles
$16.52
+28.06% this month
VERSUS
⟷
COMPARE
GM
General Motors Company · Automotive
$79.29
+9.17% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
RIVN
1
GM
3
Comparison scoreboard
GM LEADS 3/5AI Score
RIVN 23.7
GM ✓53.4
1Y Return
RIVN +19.97%
GM ✓+64.23%
Fwd P/E
RIVN ✓-8.74
GM 5.79
Target Up.
RIVN +10.12%
GM ✓+16.33%
Op. Margin
RIVN N/A
GM 9.36%
Metrics last refreshed: 6/20/2026
Quick take
RIVN vs GM Stock Comparison: AI Score, Valuation, Performance and Upside
RIVN and GM are both in the electric truck market but at completely different financial profiles. GM generates $10B+ in annual EBIT from its ICE truck business and uses those profits to fund EV development with minimal financial risk. Rivian is a startup with no ICE profits burning billions annually while ramping production. Rivian's Amazon EDV contract and VW partnership provide commercial validation; GM's manufacturing scale is an immense structural advantage that a startup must overcome.
RIVN vs GM — Rivian (the electric-native truck startup with premium R1T/R1S adventure vehicles and the Amazon 100,000 EDV commercial contract, burning cash while ramping production and partnering with VW) versus General Motors (the manufacturing-scale legacy automaker using ICE truck profits to fund Ultium EV platform and electric Sierra/Silverado development).
Live analysis · updated 6/20/2026
GM holds the edge across 3 of 5 key metrics in this comparison. GM has delivered stronger 1-year price return (+64.23% vs +19.97%), though RIVN trades at the lower forward P/E (-8.74x vs 5.79x). Analyst consensus implies meaningfully more upside for GM (+16.33%) than for RIVN (+10.12%).
Normalized 1Y performance
RIVN
GM
Recent returns
RIVN
GM
Analyst price targets & sentiment
RIVN · 26 analysts
STRONG BUYHOLDSTRONG SELL
Hold (2.6/5.0)
Price target range
analyst low$9.00
analyst high$25.00
analyst mean$18.19
current price$16.52
+10.1% upside to analyst mean
GM
Price target range
analyst mean$94.81
current price$79.29
+16.3% upside to analyst mean
Who should consider this stock?
RIVN may suit investors who:
- →believe Rivian's software-defined vehicle approach and adventure truck brand creates durable differentiation vs GM's legacy auto conversion strategy
- →see the Amazon EDV contract as a floor on production volume providing commercial certainty that purely consumer EV startups don't have
- →value the Volkswagen technology partnership as validation that Rivian's software platform has value beyond its own vehicle production
- →are comfortable with severe cash burn per vehicle, production ramp execution risk, and the long timeline to gross margin profitability for a manufacturing startup
GM may suit investors who:
- →prefer manufacturing-scale advantages that make EV transition execution risk much lower than pure EV startups — GM can absorb EV losses from ICE truck profits without financial distress
- →value GM's Silverado and Sierra EV brand strength — truck buyers have existing GM loyalty that can be leveraged for EV adoption without the marketing cost startups incur for brand awareness
- →want EV exposure at a 5-8x P/E multiple with downside protection from ICE truck earnings vs Rivian's speculative high-loss early-stage investment profile
- →are comfortable with software disadvantage vs Tesla/Rivian, China market deterioration, and EV transition uncertainty for a company primarily valued on ICE profitability
Performance & AI score
| Metric | RIVN | GM |
|---|---|---|
| AI score | 23.7 | 53.4 |
| AI rank | #3460 | #303 |
| Latest close | $16.52 | $79.29 |
| 1M return | +28.06% | +9.17% |
| 6M return | -6.30% | -1.52% |
| 1Y return | +19.97% | +64.23% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | RIVN | GM |
|---|---|---|
| 1Y ago | $12K (+20.0%) started 2025-06-18 | $16.49K (+64.9%) started 2025-06-18 |
| 5Y ago | $1.64K (-83.6%) started 2021-11-10 | $14.15K (+41.5%) started 2021-06-21 |
| 10Y ago | $1.64K (-83.6%) started 2021-11-10 | $39.36K (+293.6%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | RIVN | GM |
|---|---|---|
| Market cap | $22.18B | $73.49B |
| Trailing P/E | N/A | 29.74 |
| Forward P/E | -8.74 | 5.79 |
| Price/Sales | 4.01 | N/A |
| EV/Revenue | 3.71 | 0.97 |
| Analyst target | $18.19 | $94.81 |
| Target upside | +10.12% | +16.33% |
Growth, profitability & risk
| Metric | RIVN | GM |
|---|---|---|
| Revenue growth | 11.40% | -0.90% |
| Earnings growth | N/A | -15.80% |
| EPS growth | N/A | -15.80% |
| FCF margin | -23.57% | +12.17% |
| Operating margin | N/A | 9.36% |
| Profit margin | -63.62% | 1.38% |
| ROIC proxy | -65.69% | 4.01% |
| Return on equity | -65.69% | 4.01% |
| Dividend yield | 0.00% | 0.88% |
| Beta | 1.62 | 1.30 |
| Debt/equity | 118.15 | 199.05 |
| Current ratio | 2.10 | 1.15 |
| Quick ratio | 1.54 | 0.89 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
RIVN max drawdown42.54%
GM max drawdown16.20%
RIVN max wkly drop19.21%
GM max wkly drop8.05%
5Y risk snapshot
RIVN max drawdown95.12%
GM max drawdown58.96%
RIVN max wkly drop39.27%
GM max wkly drop15.34%
10Y risk snapshot
RIVN max drawdown95.12%
GM max drawdown59.96%
RIVN max wkly drop39.27%
GM max wkly drop35.38%
Performance metrics by period
| Period | Metric | RIVN | GM |
|---|---|---|---|
| 1Y | Growth | +19.97% | +64.88% |
| CAGR | +19.99% | +65.00% | |
| Sharpe ratio | 0.52 | 1.48 | |
| Max drawdown | 42.54% | 16.20% | |
| Max daily drop | 9.77% | 8.12% | |
| Max wkly drop | 19.21% | 8.05% | |
| 5Y | Growth | -83.60% | +37.51% |
| CAGR | -32.49% | +6.59% | |
| Sharpe ratio | -0.18 | 0.23 | |
| Max drawdown | 95.12% | 58.96% | |
| Max daily drop | 25.60% | 8.99% | |
| Max wkly drop | 39.27% | 15.34% | |
| 10Y | Growth | -83.60% | +221.64% |
| CAGR | -32.49% | +12.40% | |
| Sharpe ratio | -0.18 | 0.38 | |
| Max drawdown | 95.12% | 59.96% | |
| Max daily drop | 25.60% | 17.32% | |
| Max wkly drop | 39.27% | 35.38% |
Business comparison
| Category | RIVN | GM |
|---|---|---|
| Company | Rivian Automotive, Inc. | General Motors Company |
| Sector | Electric Vehicles | Consumer Cyclical |
| Industry | N/A | N/A |
| Core business | Rivian is an electric vehicle startup producing the R1T pickup truck, R1S SUV, and Electric Delivery Vehicles (EDV) for Amazon under a commercial contract. Rivian's Normal, Illinois manufacturing facility has been ramping production. Amazon ordered 100,000 EDVs for its delivery fleet — a committed commercial contract providing production volume certainty. Rivian has Volkswagen as a major investor and technology partner to co-develop a software-defined vehicle platform. Rivian has significant cash burn but substantial cash reserves from its 2021 IPO. | General Motors is a full-line automaker producing ICE and EV trucks, SUVs, and cars. GM's EV truck portfolio includes the GMC Sierra EV, Chevy Silverado EV, and GMC Hummer EV — competing directly with Rivian's R1T. GM's scale advantage (200,000+ employees, 50+ manufacturing facilities, global supply chain) makes it a formidable EV competitor despite late start. GM is investing billions in Ultium EV battery manufacturing through the Ultium Cells LLC joint venture with LG Energy Solution. |
| Investor focus | Investors focus on Rivian's production volume ramp, cost reduction per vehicle (path to gross profit positive per unit), Amazon EDV delivery pace, and the Volkswagen technology partnership terms. | Investors focus on GM's EV truck production scaling, Ultium battery cost trajectory, Silverado EV MSRP competitiveness, and how quickly GM can close the EV software gap vs Tesla and Rivian. |
RIVN strengths
- →Amazon EDV contract: Amazon's 100,000 EDV order creates committed production volume and revenue certainty that consumer EV-only competitors lack
- →R1T and R1S premium adventure positioning: Rivian's trucks and SUVs serve a premium outdoor adventure market segment with strong brand loyalty among early adopters
- →Volkswagen technology partnership: VW's investment and technology collaboration validates Rivian's software platform and provides a path to additional revenue licensing software to VW
GM strengths
- →Manufacturing scale and supply chain: GM's existing manufacturing infrastructure, supplier relationships, and logistics can be adapted for EV production at far lower incremental cost than building from scratch like Rivian
- →ICE profit engine funds EV investment: GM generates $10B+ in annual EBIT from ICE trucks — providing capital to invest in EV development and cover early EV losses without financial distress risk
- →Silverado and Sierra EV brand strength: Silverado is the second-best-selling US vehicle — the brand's truck credentials create built-in customer consideration for electric versions among loyal GM truck buyers
Risks to watch — RIVN
- →Severe cash burn per vehicle: Rivian currently loses thousands of dollars per vehicle produced — achieving gross margin positive is the critical milestone for investment thesis validation
- →Production ramp challenges have delayed schedule: Rivian has faced manufacturing challenges and supply chain issues that have repeatedly pushed delivery targets — manufacturing execution risk remains
- →Consumer EV market competition intensifying: Tesla, GM, Ford (F-150 Lightning), and Chinese EVs create intense competition in the US truck EV market that Rivian must navigate with limited marketing scale
Risks to watch — GM
- →EV truck market reception uncertain: GMC Hummer EV and Silverado EV have had uneven market reception — pricing and range specs haven't always matched consumer expectations vs Ford Lightning and Rivian R1T
- →Software and OTA disadvantage vs Tesla/Rivian: GM's vehicle software capabilities are behind Tesla and Rivian in over-the-air update capabilities and user interface quality
- →China JV profitability decline: GM's China joint venture operations face BYD and domestic competitor pressure — previously a significant profit contributor but now declining meaningfully
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