General Motors (GM) 주식 개요
제너럴 모터스 컴퍼니는 트럭, 크로스오버, 자동차 및 자동차 부품을 설계, 제작 및 전 세계에 판매하는 회사입니다. 자세히 보기
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General Motors Company 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$78.79 |
| 52주 최고가 | US$87.62 |
| 52주 최저가 | US$46.82 |
| 베타 | 1.29 |
| 1개월 변동 | -0.27% |
| 3개월 변동 | -3.34% |
| 1년 변동 | 61.82% |
| 3년 변동 | 136.68% |
| 5년 변동 | 32.84% |
| IPO 이후 변동 | 130.45% |
최근 뉴스 및 업데이트
분석 기사 • May 11
General Motors' (NYSE:GM) Soft Earnings Are Actually Better Than They Appear
Soft earnings didn't appear to concern General Motors Company's ( NYSE:GM ) shareholders over the last week. We think...
내러티브 업데이트 • May 03
GM: Future Returns Will Hinge On Truck Reliance And EV Execution Risk
The updated analyst price target for General Motors has been reduced by about $1 to $67. Analysts are balancing higher modeled revenue growth and slightly firmer margins with a lower assumed future P/E ratio, as well as a recent mix of target increases and cuts across the Street.Recent updates
분석 기사 • May 11
General Motors' (NYSE:GM) Soft Earnings Are Actually Better Than They Appear
Soft earnings didn't appear to concern General Motors Company's ( NYSE:GM ) shareholders over the last week. We think...내러티브 업데이트 • May 03
GM: Future Returns Will Hinge On Truck Reliance And EV Execution Risk
The updated analyst price target for General Motors has been reduced by about $1 to $67. Analysts are balancing higher modeled revenue growth and slightly firmer margins with a lower assumed future P/E ratio, as well as a recent mix of target increases and cuts across the Street.Seeking Alpha • Apr 27
General Motors: Structural Transformation Underway And Undervalued (Q1 Earnings Preview)
Summary General Motors is undergoing a structural transformation, with connected services emerging as a major profit driver alongside traditional automotive operations. GM's bundled OnStar and SuperCruise subscriptions, boasting 70% gross margins, are projected to generate $7.5B in deferred revenue for FY26. A sum-of-the-parts valuation suggests GM's equity value is $92.75B, implying a 31.7% upside from its current $70.4B market cap. I maintain a bullish rating on GM, as the market undervalues its high-margin connectivity segment, which could soon dwarf wholesale automotive revenue. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 19
GM: U.S. Trucks And SUVs Mix Reset Will Support Future Returns
Analysts have trimmed the General Motors fair value estimate by about $2 to $119.99, reflecting updated expectations for slightly higher revenue growth and profit margins, along with a lower assumed future P/E multiple drawn from a mix of recent target raises and cuts across the Street. Analyst Commentary Recent research on General Motors shows a mix of higher and lower price targets, along with several ratings upgrades that point to growing confidence in the story among some market participants.
새로운 내러티브 • Apr 06
General Motors (GM): The "Profitable Pivot" of an American Icon
General Motors (GM) , the top-selling automaker in the United States, is currently navigating a high-stakes transition from traditional manufacturing to a software-defined future, closing the April 2, 2026, session at $84.90 USD on the NYSE. As of today, April 6, 2026, the company is reaping the rewards of its "capital discipline" strategy, which involved scaling back underperforming EV targets in late 2025 to prioritize high-margin internal combustion engine (ICE) trucks and SUVs. The central narrative for 2026 is "The Yield-Centric Turnaround" : by retiring nearly 35% of its share count since late 2023 and focusing on free cash flow, GM has transformed itself into a total-return powerhouse for shareholders.내러티브 업데이트 • Apr 05
GM: Future Margins Will Depend On Truck Mix And Disciplined EV Spending
The analyst price target for General Motors has been adjusted modestly higher, with analysts pointing to slightly stronger revenue growth and profit margin assumptions, combined with a stable discount rate and future P/E outlook as key drivers of the updated fair value of about $68.23, up from roughly $67.50. Analyst Commentary Recent Street research around General Motors has included both positive and cautious views, with several firms adjusting ratings and price targets while reassessing key drivers such as product mix, regulatory changes and capital allocation.내러티브 업데이트 • Mar 22
GM: Future Margins Will Rely On Truck Mix And EV Cost Controls
Analysts have lifted their price targets on General Motors into a higher $90 to $105 range, pointing to the company’s leading U.S. market share, a shift toward higher margin trucks and SUVs, and efforts to reduce electric vehicle related costs as key supports for their updated views. Analyst Commentary Recent research points to a cluster of higher price targets for General Motors in the $90 to $105 range, with several large firms highlighting the company’s leading U.S. market share, the mix shift toward higher margin trucks and SUVs, and efforts to rein in electric vehicle related costs.내러티브 업데이트 • Mar 07
GM: Future Profitability Will Depend On Managing EV Reset Risks
Analysts have lifted their implied fair value estimate for General Motors from $50.54 to $67.50, citing a wave of higher Street price targets that emphasize GM's strong U.S. market share, a shift toward higher margin trucks and SUVs, and expectations for improved profitability reflected in a lower assumed future P/E multiple. Analyst Commentary Recent Street research on General Motors highlights a wide range of views, with some large firms lifting targets sharply and others signaling more caution.내러티브 업데이트 • Feb 21
GM: EV Reset And North America Margin Actions Will Support Future Returns
Analysts have increased their price targets on General Motors by a wide range, in some cases by as much as $25. These revisions reflect updated views on slightly higher revenue growth, modestly stronger profit margins, and a revised future P/E assumption of around $8.62.내러티브 업데이트 • Feb 07
GM: EV Reset And China Supply Shift Will Support Future Margins
Analysts lifted their fair value estimate for General Motors to $122 from $110, citing updated assumptions around revenue growth, higher projected profit margins, and a lower future P/E multiple, supported by a broad wave of recent price target increases and upgrades across the Street. Analyst Commentary Recent Street research around General Motors has tilted clearly positive, with a cluster of bullish analysts lifting price targets and, in some cases, ratings.내러티브 업데이트 • Jan 23
GM: EV Charge And China Shift Will Reshape Margins And Cash Flow
Analysts have lifted their price target on General Motors to US$110 from about US$77, citing recent target hikes across the Street as well as updated assumptions for revenue growth, margins and future P/E expectations. Analyst Commentary Recent research updates on General Motors show a cluster of higher price targets and a key rating upgrade, pointing to a more constructive view on the stock among bullish analysts.내러티브 업데이트 • Jan 09
GM: Q3 Optimism Will Clash With Execution Risks Beyond 2026
Analysts have raised their implied fair value estimate for General Motors from about $38 to roughly $51 per share, citing higher Street price targets supported by recent Q3 beats, ongoing cash generation, buyback potential, and reduced tariff concerns. Analyst Commentary Street research around General Motors has turned more constructive, with several firms lifting price targets after the Q3 beat and guidance raise.
내러티브 업데이트 • Dec 24
GM: Shares Will Track Fair Value Amid Tariff Relief And EV Retrenchment
Analysts have increased their average price target for General Motors by approximately $3 to about $79 per share, reflecting stronger than expected Q3 results, improved profitability, and growing confidence in GM's positioning into 2026, despite lingering tariff and volume uncertainties. Analyst Commentary Bullish analysts are largely focused on GM's stronger than expected Q3 performance and the improved visibility into earnings through 2026, leading to a series of upward price target revisions that cluster in the mid 70s to low 80s, with one target now as high as $100.내러티브 업데이트 • Dec 10
GM: Shares Will Reflect Fair Value Amid Tariff Relief And EV Reset
Analysts have modestly lifted our General Motors fair value estimate to approximately $76 per share from about $74 per share, reflecting higher price targets supported by strong Q3 beat and raise dynamics, improving revenue growth expectations, and increased confidence in GM's ability to navigate tariffs and onshoring tailwinds into 2026. Analyst Commentary Street research following GM's Q3 beat and raise has skewed positive, with numerous upward revisions to price targets and earnings estimates.내러티브 업데이트 • Nov 26
GM: Shares Will Track Fair Value Amid EV Headwinds And Supply Chain Shifts
General Motors' fair value price target has been raised by $1.00 to $74.15. Analysts cite strong third-quarter results, increased confidence in profitability, and favorable industry dynamics.내러티브 업데이트 • Nov 09
GM: Shares Will Reflect Fair Value Amid EV Challenges And Trade Policy Shifts
General Motors' fair value estimate saw an upward revision of approximately $1 to $73.15. Analysts cite strong Q3 results, improved profitability, and positive industry dynamics supporting higher price targets across the Street.내러티브 업데이트 • Oct 26
Tariff Relief And Supply Chain Shifts Will Drive Profits And EV Expansion
General Motors' fair value estimate has increased from $63.80 to $72.04, as analysts cite strong quarterly results, greater tariff visibility, and an improving long-term profitability outlook as key factors supporting higher price targets. Analyst Commentary Analysts have recently weighed in on General Motors with a mix of optimistic and cautious perspectives, reflecting the dynamic market factors that impact the company's outlook.내러티브 업데이트 • Oct 12
Electric Vehicles And Battery Production Will Fuel Future Success
General Motors' analyst fair value estimate has increased from $61.36 to $63.80 per share, a change fueled by analysts projecting stronger long-term profit margins and higher U.S. vehicle demand. Expectations include limited tariff impacts and the benefit of ongoing cost mitigation strategies.내러티브 업데이트 • Sep 28
Electric Vehicles And Battery Production Will Fuel Future Success
General Motors’ consensus price target has increased as analysts highlight improving North American margin prospects, effective cost-offset strategies, potential tariff relief from international agreements, and upside from easing EV regulations, partially offset by near-term demand and competitive concerns, resulting in a new fair value estimate of $61.36. Analyst Commentary Bullish analysts cite strong prospects for margin recovery in GM North America, as well as resilience in U.S. vehicle production and pricing despite ongoing tariffs, with several raising earnings estimates well above consensus.내러티브 업데이트 • Sep 13
Electric Vehicles And Battery Production Will Fuel Future Success
Analysts have lifted GM’s price target to $58.28 thanks to resilience in U.S. auto demand, effective cost management, easing EV regulations, and ongoing buybacks, though concerns linger over competition, potential loss of IRA benefits, and weaker 2025 outlook. Analyst Commentary Bullish analysts highlight resilience in U.S. auto demand and production despite tariffs, with GM effectively offsetting cost pressures and maintaining strong consumer pricing.분석 기사 • May 30
An Intrinsic Calculation For General Motors Company (NYSE:GM) Suggests It's 40% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, General Motors fair value estimate is US$81.06 General Motors...Seeking Alpha • Apr 16
General Motors Could Gain From Tesla Backlash, But Tariffs Create Uncertainty
Summary General Motors' stock has seen over 10% correction in YTD and continues to show challenges despite good earnings results. One of the positive factors working in GM’s favor is the rapid improvement in its EV market share in the US as Tesla continues to face brand backlash. General Motors is also investing heavily in buybacks, which have reduced outstanding shares to 1.07 billion from 1.45 billion a few quarters back. However, General Motors also faces a possible economic slowdown or recession due to tariffs, which can hurt the sales and margin of the company. General Motors is trading at a forward PE of only 4.07, but there is a huge gap in EPS projection, which shows the uncertainty facing the company in the next few quarters. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
General Motors: Further Downside Likely
Summary General Motors faces significant headwinds from impending tariffs on vehicle and part imports. Tariffs could also tip the US economy into recession, further straining GM's financials. The decision to abandon Cruise has also removed potential upside, although it will strengthen cash flows in the short-term. The combination of tariffs, macroeconomic risks, and GM's debt makes the stock unattractive at this time. Read the full article on Seeking AlphaSeeking Alpha • Mar 18
General Motors: I'm Not Getting In That Car Stock
Summary General Motors Company is navigating a complex market with competition from Tesla and BYD, impacting its growth and profitability despite a strong brand presence. The company has made strides in the EV market, doubling its share by 2024, but faces headwinds in ICE sales and macroeconomic factors. GM's valuation is low, with a forward P/E ratio below competitors, making it a potential "paid to watch" stock, but not compelling enough for me. I rate GM stock a hold due to its improving fundamentals and neutral chart picture, but prefer to look elsewhere for better investment opportunities. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
General Motors: Inventory Doesn't Lie And Says Buy
Summary I rated GM as a HOLD in my last coverage due to concerns about its capital allocation priorities and debt burden. The latest financial update provided in its FQ4 report showed much-improved debt coverage. Furthermore, its inventory level has also significantly decreased to about $14.5 billion, the lowest in recent years. This indicates strong demand for GM's products, such as its redesigned full-size models and also its in EVs. These changes have resulted in a much better return/risk profile, leading to an upgrade of its rating to BUY. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
General Motors: An Utter And Complete Bargain
Summary General Motors beat Q4 estimates, showing strong EV sales growth and market share gains, despite a dip in share price post-earnings. The company generated $14.9B in adjusted EBIT for FY 2024, driven by robust North American market performance and strong vehicle demand. General Motors submitted a decent guidance for FY 2025 and benefited from a 20% increase Y/Y in free cash flow in FY 2024. GM's forward P/E ratio of 4.0X implies a 25% earnings yield, making it an attractive investment option in the U.S. auto market. Risks include potential trade wars and an EV market slowdown in 2025, but GM's low valuation and solid adjusted EBIT outlook for FY 2025 mitigate risks. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
General Motors Cannot Pass All Tariffs Costs Onto Customers
Summary New tariffs on Mexico, Canada, and China pose significant risks to General Motors, potentially impacting its supply chain and profit margins. Despite having months to prepare, General Motors Company appears ill-prepared for the tariffs, failing to offer clear guidance in its Q4 report. GM's competitors, particularly foreign carmakers like Honda and BMW, have more domestic US manufacturing than many US-based car companies. If implemented despite the potential for delay, I expect tariffs will raise costs for GM that cannot be passed on because its competitors will not face significant cost growth. Although the recent higher manufacturing PMI and car sales data may be favorable for GM, I take that data hesitantly as it may be driven by “pull forward” demand ahead of tariffs. Read the full article on Seeking Alpha주주 수익률
| GM | US Auto | US 시장 | |
|---|---|---|---|
| 7D | 5.2% | -5.6% | -0.8% |
| 1Y | 61.8% | 20.6% | 27.1% |
수익률 대 산업: GM은 지난 1년 동안 20.6%의 수익을 기록한 US Auto 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: GM은 지난 1년 동안 27.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| GM volatility | |
|---|---|
| GM Average Weekly Movement | 4.6% |
| Auto Industry Average Movement | 9.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: GM는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: GM의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1908 | 156,000 | Mary Barra | www.gm.com |
제너럴 모터스 컴퍼니는 트럭, 크로스오버, 자동차 및 자동차 부품을 설계, 제작 및 판매하는 전 세계 기업입니다. GM 북미, GM 인터내셔널 및 GM 파이낸셜 부문을 통해 운영됩니다. 이 회사는 주로 뷰익, 캐딜락, 쉐보레, GMC, 바오준, 우링 브랜드로 차량을 판매합니다.
General Motors Company 기초 지표 요약
| GM 기초 통계 | |
|---|---|
| 시가총액 | US$69.62b |
| 순이익 (TTM) | US$2.43b |
| 매출 (TTM) | US$184.62b |
29.2x
주가수익비율(P/E)0.4x
주가매출비율(P/S)GM는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| GM 손익계산서 (TTM) | |
|---|---|
| 매출 | US$184.62b |
| 매출원가 | US$149.69b |
| 총이익 | US$20.57b |
| 기타 비용 | US$18.14b |
| 순이익 | US$2.43b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Jul 21, 2026
| 주당순이익(EPS) | 2.70 |
| 총이익률 | 11.14% |
| 순이익률 | 1.32% |
| 부채/자본 비율 | 198.4% |
GM의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| General Motors 배당 일정 | |
|---|---|
| 배당락일 | Jun 05 2026 |
| 배당 지급일 | Jun 18 2026 |
| 배당락일까지 남은 일수 | 13 days |
| 배당 지급일까지 남은 일수 | 26 days |
GM는 안정적으로 배당을 지급합니까?
GM 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 03:09 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
General Motors Company는 50명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Selesky | Argus Research Company |
| Dan Levy | Barclays |
| Michael Legg | Benchmark Company |