Ford Motor vs General Motors: Business Model & Financial Comparison 2026
Ford Motor · Consumer Cyclical / Auto Manufacturers·General Motors · Consumer Cyclical / Auto Manufacturers
Financial Comparison
| Metric | FFord Motor | GMGeneral Motors |
|---|---|---|
| Market Cap | $46.56B | $67.53B |
| Revenue (TTM) | $187.27B | $185.02B |
| Revenue Growth | -4.8% | -5.1% |
| Gross Margin | 5.8% | 10.7% |
| Operating Margin | -6.7% | 6.5% |
| Net Margin | -4.4% | 1.5% |
| Return on Equity | -20.2% | 4.3% |
| P/E (Trailing) | N/A | 22.1x |
| P/E (Forward) | 6.4x | 5.2x |
| Free Cash Flow | $1.76B | $8.56B |
| Cash | $28.43B | $27.67B |
| Total Debt | $165.74B | $131.58B |
Data sourced from Yahoo Finance. Green highlights indicate better performance for that metric. Use the interactive tool for real-time data.
Business Model Comparison
Ford Motor
Ford Motor Company stands as a leading company in Consumer Cyclical. Generating $187.27 billion in annual revenue (growing -4.8% year-over-year) and carrying a market capitalization of $49.23 billion, the company has cemented its position as a foundational player in the global Auto Manufacturers landscape. Under the leadership of its leadership team, Ford Motor Company continues to execute on a multi-year strategic vision that balances growth inv…
Full Ford Motor analysis →General Motors
General Motors Company stands as a leading company in Consumer Cyclical. Generating $185.02 billion in annual revenue (growing -5.1% year-over-year) and carrying a market capitalization of $71.08 billion, the company has cemented its position as a foundational player in the global Auto Manufacturers landscape. Under the leadership of its leadership team, General Motors Company continues to execute on a multi-year strategic vision that balances gr…
Full General Motors analysis →SWOT Analysis Comparison
Strengths
Ford Motor
- Ford Motor Company generated $1.76B in free cash flow, providing financial flexibility to invest in growth initiatives, return capital to shareholders, or strengthen the balance sheet.
General Motors
- General Motors Company generated $8.56B in free cash flow, providing financial flexibility to invest in growth initiatives, return capital to shareholders, or strengthen the balance sheet.
Weaknesses
Ford Motor
- With a debt-to-equity ratio of 460.6, Ford Motor Company carries significant debt relative to equity. While manageable given its cash flow, elevated leverage limits financial flexibility and increases
- Year-over-year revenue declined 4.8%, raising questions about demand for Ford Motor Company's core offerings and requiring management to articulate a credible recovery path.
- With 169,000 employees globally, Ford Motor Company faces inherent challenges in agility, decision-making speed, and maintaining a consistent culture across geographies — advantages that smaller, nimb
General Motors
- With a debt-to-equity ratio of 208.3, General Motors Company carries significant debt relative to equity. While manageable given its cash flow, elevated leverage limits financial flexibility and incre
- Year-over-year revenue declined 5.1%, raising questions about demand for General Motors Company's core offerings and requiring management to articulate a credible recovery path.
- A net profit margin of 1.5% leaves limited buffer against revenue fluctuations or cost increases. Any significant market downturn could quickly pressure profitability.
Opportunities
Ford Motor
- Ford Motor Company operates in the Auto Manufacturers segment of the broader Consumer Cyclical sector, which represents a $28 trillion global consumer spending market. Even modest share gains in this
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for Ford Mo
- With $28.43B in cash and strong free cash flow generation, Ford Motor Company is well-positioned to pursue strategic acquisitions that expand its capabilities, customer base, or geographic reach.
General Motors
- General Motors Company operates in the Auto Manufacturers segment of the broader Consumer Cyclical sector, which represents a $28 trillion global consumer spending market. Even modest share gains in t
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for General
- With $27.67B in cash and strong free cash flow generation, General Motors Company is well-positioned to pursue strategic acquisitions that expand its capabilities, customer base, or geographic reach.
Threats
Ford Motor
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. Ford Motor Company's revenue is not fully insulated from macroeconomic cycles, and a recessi
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on Ford Motor Company'
- Competition for skilled technology, engineering, and management talent remains intense. High employee turnover or inability to attract top talent could slow innovation and execution — particularly cri
General Motors
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. General Motors Company's revenue is not fully insulated from macroeconomic cycles, and a rec
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on General Motors Comp
- Competition for skilled technology, engineering, and management talent remains intense. High employee turnover or inability to attract top talent could slow innovation and execution — particularly cri
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Open Comparison ToolFord Motor vs General Motors: FAQ
- Is Ford Motor bigger than General Motors?
- By market capitalization, General Motors is larger at $67.53B vs Ford Motor's $46.56B.
- Which has better profit margins — Ford Motor or General Motors?
- General Motors has higher net profit margins (1.5%) compared to Ford Motor (-4.4%). Gross and operating margins are compared in the table above.
- What sectors do Ford Motor and General Motors operate in?
- Ford Motor operates in the Consumer Cyclical sector (Auto Manufacturers). General Motors operates in the Consumer Cyclical sector (Auto Manufacturers).
- How does Ford Motor's revenue compare to General Motors's?
- Ford Motor generates $187.27B in annual revenue (TTM) while General Motors generates $185.02B. Ford Motor is the larger company by revenue as of 2026.