General Motors vs Ford Motor: Which Stock Could Rally?

-18.18%
Downside
85.71
Market
70.12
Trefis
GM: General Motors logo
GM
General Motors

General Motors surged 8.7% during the past day. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Ford Motor gives you more. Ford Motor (F) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs General Motors (GM) stock, suggesting you may be better off investing in F

  • F’s quarterly revenue growth was 9.4%, vs. GM’s -5.1%.
  • In addition, its Last 12 months’ revenue growth came in at 3.7%, ahead of GM’s -1.3%.
  • F’s LTM margin is higher: 1.9% vs. GM’s 1.6%.

These differences become even clearer when you look at the financials side by side. The table highlights how GM’s fundamentals stack up against those of F on growth, margins, momentum, and valuation multiples.

Valuation & Performance Overview

GM F Preferred
Valuation
P/EBIT Ratio 27.5 15.3 F
Revenue Growth
Last Quarter -5.1% 9.4% F
Last 12 Months -1.3% 3.7% F
Last 3 Year Average 5.8% 7.8% F
Operating Margins
Last 12 Months 1.6% 1.9% F
Last 3 Year Average 4.6% 2.7% GM
Momentum
Last 3 Year Return 134.9% 33.2% GM

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates a risk of sell-off.
See more revenue details: GM Revenue Comparison | F Revenue Comparison
See more margin details: GM Operating Income Comparison | F Operating Income Comparison

Relevant Articles
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  2. A Decade of Rewards: $45 Bil From General Motors Stock
  3. How General Motors Stock Gained 40%
  4. General Motors Stock To $47?
  5. S&P 500 Stocks Trading At 52-Week High
  6. Large Cap Stocks Trading At 52-Week High

See detailed fundamentals on Buy or Sell F Stock and Buy or Sell GM Stock. Below we compare market return and related metrics across years.

Historical Market Performance

2021 2022 2023 2024 2025 2026 Total [1] Avg Best
Returns
GM Return 41% -42% 8% 50% 54% -2% 98%
F Return 137% -42% 16% -13% 42% 2% 101% <===
S&P 500 Return 27% -19% 24% 23% 16% 2% 85%
Monthly Win Rates [3]
GM Win Rate 67% 42% 33% 67% 58% 0% 44%
F Win Rate 75% 33% 58% 50% 75% 100% 65%
S&P 500 Win Rate 75% 42% 67% 75% 67% 100% 71% <===
Max Drawdowns [4]
GM Max Drawdown -3% -47% -20% -4% -20% -4% -16%
F Max Drawdown -3% -46% -9% -17% -9% 0% -14%
S&P 500 Max Drawdown -1% -25% -1% -2% -15% -1% -7% <===

[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 1/27/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read F Dip Buyer Analyses and GM Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.

Still not sure about GM or F? Consider a portfolio approach.

Portfolios Beat Stock Picking

Stocks soar and sink – the key is staying invested. A balanced portfolio keeps you in the market, boosts gains and reduces single stock risk

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.