CluenexGeneral Motors Company GM
General Motors Company scores weak on business quality (2.4 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What General Motors Company does
General Motors builds and sells internal combustion and electric vehicles primarily through dealership networks, generating revenue from automotive sales and financing. EV sales are falling hard as competition intensifies, forcing the company to manage slowing volume.
- What it does best
General Motors dominates traditional truck and SUV manufacturing at massive scale, generating $185.5 billion in revenue. However, its 5.6% gross margin lags peers like Tesla at 18.8%, showing less pricing power on high-volume production.
- The main risk
EV sales are falling hard across the portfolio as competition widens, threatening the electrification transition needed to offset declining combustion engine volume.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin sits at a thin 0.9% and FCF margin is near zero, driven by heavy capex demands. Scale does not yield wider margins here.
The brand and dealer network lock in consumers, but a gross margin in the bottom quartile of its sector means pricing power is weak and rivals easily pressure margins.
Revenue growth is negative at -1.3% as annual sales dropped from $187.4B to $185.5B, showing fading momentum compared to historical expansion.
Debt-to-equity sits at 2.13 with an interest coverage of 2.36x, leaving tight room for debt service. Free cash flow is positive at $605M on $22.6B in capex, keeping the balance sheet soft.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on GM
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
General Motors Company scores weak on the Cluenex quality check (2.4 of 10), measured against its own industry. Profitability is weak, moat weak, growth slow and financial health weak.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Oct 20, 2026, before the open.
See GM today
- Today's verdict on GM, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “General Motors Company (GM)”, https://cluenex.com/stocks/gm/, data as of Oct 10, 2026.