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General Motors Company (GMCO34) Fair Value & Analysis

Consumer Cyclical · BR · Market cap R$380B

GM General Motors Company GMCO34 · SA
PriceR$99.00
Fair ValueR$16.45
Upside-83.4%
Quality47/100
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Evidence: High Range R$9.46 – R$20.56

Fair value as of: Jul 16, 2026

From 24 valuation models · updated yesterday

Share price −6.2% over the past month.

Price vs Fair Value (12 months)

R$116.03 R$67.58 Fair Value R$16.45 Jul 2025 Jul 2026

12‑month range R$67.58 – R$116.03 · fair‑value band R$9.46 – R$20.56 · the R$99.00 price screens above the R$16.45 fair value. As of Jul 16, 2026.

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Analysis

General Motors Company (GMCO34) currently trades at R$99.00, while our model-based Fair Value estimate is R$16.45, implying the stock looks roughly 83.4% overvalued today. We read business quality at 47/100 (below-average quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, General Motors Company generated revenue of R$185B at a net margin of 1.4%. Revenue declined 0.9% year over year. It earns a return on equity of 4.0%. Net debt stands at R$109B. Fundamentals as of Jul 16, 2026

Our scenario range runs from R$9.46 (bear case) to R$20.56 (bull case); at R$99.00, the current price sits above that range. The share trades about 15% below its 52-week high and 53% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 0% fair-value upside, at -83%, GMCO34 screens richer than that median.

Key figures & financial health

Revenue (TTM) R$185B
Revenue growth (YoY) -0.9%
Net margin 1.4%
Return on equity 4.0%
Free cash flow R$1.8B FY2025
P/E ratio 30.4
More key figures
Operating margin 9.4%
EPS (TTM) R$3.47
Dividend yield 0.6%
EPS growth (YoY) -15.8%
Net debt R$109B FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 16, 2026. TTM = trailing twelve months.

About the company

General Motors Company designs, builds, and sells trucks, crossovers, cars, and automobile parts worldwide. It operates through GM North America, GM International, and GM Financial segments. The company markets its vehicles primarily under the Buick, Cadillac, Chevrolet, GMC, Baojun, and Wuling brand names. In addition, it sells trucks, crossovers, cars, and automobile parts through retail dealers, distributors and dealers, as well as to fleet customers, including daily rental car companies, commercial fleet customers, leasing companies, and governments. Further, the company offers various range of after-sale services through dealer network, such as maintenance, light repairs, collision repairs, vehicle accessories, and extended service warranties. Additionally, it provides automotive financing; and software-enabled services and subscriptions. General Motors Company was founded in 1908 and is based in Detroit, Michigan.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

General Motors Company reported revenue of R$185B in FY2025 versus R$127B in FY2021, a compound +9.9%/yr. Reported net income was R$2.7B in FY2025, compounding −28.0%/yr from FY2021.

Revenue +9.9%/yr
FY21 R$127B
FY22 R$157B
FY23 R$172B
FY24 R$187B
FY25 R$185B
Net income −28.0%/yr
FY21 R$10.0B
FY22 R$9.9B
FY23 R$10.1B
FY24 R$6.0B
FY25 R$2.7B

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Cite: Fair Value Calculator (2026). "General Motors Company Fair Value". https://www.fairvalue-calculator.com/stock/GMCO34

Recent news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection, not financial advice.

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Frequently asked questions

Is General Motors Company (GMCO34) undervalued?
As of Jul 16, 2026, our model estimates a fair value of R$16.45 versus a price of R$99.00, about −83% (overvalued). Model-based estimate, not financial advice.
What is the fair value of GMCO34?
Our model-based fair value for General Motors Company is R$16.45 (as of Jul 16, 2026), built from audited fundamentals. The current price is R$99.00.
What is the quality score of GMCO34?
General Motors Company has a Quality Score of 47/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of General Motors Company (GMCO34)?
General Motors Company reported trailing-twelve-month revenue of about R$185B (latest available figure, as of Jul 16, 2026).
What is the net profit margin of GMCO34?
The net profit margin of General Motors Company is about 1.4%, meaning it keeps roughly 1.4% of revenue as net income. Based on the latest reported figures.
Does General Motors Company pay a dividend?
General Motors Company currently shows a dividend yield of about 0.61% relative to its recent price (as of Jul 16, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.