--- title: General Motors (GM) — intrinsic value and fair price canonical: https://sweetvaluelab.com/stocks/gm ticker: GM as_of: 2026-10-17 sector: Consumer Cyclical industry: Auto - Manufacturers --- # General Motors (GM) General Motors (GM) closed at $83.96 on Oct 16, 2026, overvalued by 53% vs its model value of $54.91 (from a five-year discounted cash flow). ## Key figures | Figure | Value | | --- | ---: | | Last close | $83.96 (Oct 16, 2026) | | Model value (from a five-year discounted cash flow) | $54.91 | | Price vs model | overvalued by 53% vs model | | Range of that model | $54.91 – $294.93 | | Market value | $73.7B | | P/E (fiscal 2025) | 25.7 | | Net margin (fiscal 2025) | 1.5% | | Free cash flow (fiscal 2025) | $11.1B | | Dividend yield (trailing twelve months) | 0.82% | | Beta | 1.40 | | Cost of capital (WACC) | 6.63% | | Business classification | Cyclical (Low/slowing growth (~4% recent), Thin margins (1.5% net margin), Highly cyclical earnings, High leverage (D/E 2.1x), Strong FCF yield (15.0%)) | ## On the stock lists | List | Place | Figure | Page | | --- | ---: | ---: | --- | | Highest free cash flow yield | #10 | 15.0% | https://sweetvaluelab.com/lists/highest-free-cash-flow-yield | ## Dividends | Figure | Value | | --- | ---: | | Trailing dividend yield | 0.82% | | Dividends per share, last 12 months | $0.69 | | Dividends / free cash flow (fiscal 2025) | 5.9% | | Raised | 2 years in a row | | Growth over 3 years | 24.2% a year | | Latest payment | $0.18, ex-date Sep 4, 2026, paid Sep 17, 2026 | | Year of payments | Dividends per share | | --- | ---: | | To Aug 31, 2023 | $0.36 | | To Sep 6, 2024 | $0.45 | | To Sep 5, 2025 | $0.54 | | Trailing twelve months (to Sep 4, 2026) | $0.69 | ## Valuation models Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026. | Model | Role | Value per share | Low | High | | --- | --- | ---: | ---: | ---: | | DCF · Perpetuity growth · 5y | primary | $54.91 | $0.00 | $294.93 | | DCF · Perpetuity growth · 10y | cross check | $80.68 | $8.22 | $353.28 | | DCF · EBITDA exit · 5y | cross check | $265.38 | $130.61 | $425.11 | | DCF · EBITDA exit · 10y | cross check | $242.78 | $108.72 | $425.08 | | P/E · peers | cross check | $49.69 | $32.26 | $67.12 | | P/E · own history | cross check | $55.51 | $47.96 | $77.73 | | PEG | sanity check | $335.32 | $335.32 | $335.32 | | EV/EBITDA · peers | cross check | $204.09 | $189.64 | $298.53 | | EV/Revenue · peers | cross check | $55.70 | $30.08 | $85.48 | | Earnings power value | cross check | $0.00 | $0.00 | $0.00 | | Dividend discount | cross check | $6.70 | $5.36 | $9.79 | ## Insider activity (SEC Form 4) Past 90 days: 0 open-market buys ($0) and 10 open-market sales ($49.0M); 10b5-1 plan sales included. | Date | Insider | Relationship | Transaction | Shares | Value | | --- | --- | --- | --- | ---: | ---: | | Jul 30, 2026 | DIXTON GRANT MICHAEL | Executive Vice President | Option/RSU exercise (10b5-1 plan) | 79,132 | $0 | | Jul 30, 2026 | DIXTON GRANT MICHAEL | Executive Vice President | Tax withholding (10b5-1 plan) | 35,056 | $3.1M | | Aug 3, 2026 | DIXTON GRANT MICHAEL | Executive Vice President | Open-market sell (10b5-1 plan) | 40,000 | $3.5M | | Jul 30, 2026 | DIXTON GRANT MICHAEL | Executive Vice President | Option/RSU exercise (10b5-1 plan) | 79,132 | $0 | | Jul 29, 2026 | Anderson Sterling | Exective Vice President | Option/RSU exercise | 95,951 | $0 | ## Recent SEC filings | Filed | Form | What | Filing | | --- | --- | --- | --- | | Aug 11, 2026 | 8-K | 1.01 Entry into a Material Agreement; 2.03 Creation of a Direct Financial Obligation; 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1467858/000119312526344698/d145571d8k.htm | | Jul 21, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/1467858/000146785826000051/gm-20260630.htm | | Jul 21, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1467858/000146785826000049/gm-20260721.htm | | Jul 21, 2026 | S-8 | Employee stock plan registration | https://www.sec.gov/Archives/edgar/data/1467858/000119312526310521/d142844ds8.htm | | Jun 4, 2026 | 8-K | 5.02 Departure/Election of Directors or Officers; 5.07 Submission of Matters to a Shareholder Vote; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1467858/000146785826000044/gm-20260602.htm | ## Superinvestors holding it (latest 13F) | Manager | Quarter | Shares | Value | | --- | --- | ---: | ---: | | Bill Nygren | 2026-06-30 | 13,198,809 | $1.0B | | Greenhaven | 2026-06-30 | 12,873,506 | $992.3M | | Viking Global | 2026-06-30 | 5,005,833 | $385.8M | | Harry Burn | 2026-06-30 | 1,024,187 | $78.9M | 9 tracked managers in all. ## About General Motors Company, a prominent global automotive enterprise, is engaged in the design, manufacturing, and distribution of a wide array of vehicles—including trucks, crossovers (SUVs), and passenger cars—along with related parts and accessories. Its expansive reach covers numerous regions such as North America, the Asia Pacific, the Middle East, Africa, South America, with significant operations in the United States and China. The company organizes its business into distinct segments: GM North America, GM International, Cruise, and GM Financial. It markets its diverse vehicle lineup under well-known brand names like Buick, Cadillac, Chevrolet, GMC, Holden, Baojun, and Wuling. Beyond selling to individual consumers through dealerships, GM also supplies its vehicles—including specialized models—to a variety of fleet clients, such as daily rental companies, commercial businesses, leasin… --- Source: https://sweetvaluelab.com/stocks/gm (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.