Ford Motor vs General Motors (F vs GM)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Ford Motor is the larger company by revenue ($187.3B vs $168.0B). General Motors carries the larger market value ($70.2B vs $55.8B). General Motors has grown revenue faster over the last 4 fiscal years (+47.9% cumulative vs +37.4%). General Motors runs the higher operating margin (1.7% vs -4.9%).
About Ford Motor
Ford Motor Company manufactures and sells automobiles, including electrified vehicles, and provides related services. The company serves customers globally and relies on a complex supply chain for components and raw materials. Ford also offers financing services through its Ford Credit division.
About General Motors
General Motors Company designs, builds, and sells trucks, crossovers, cars, and automobile parts globally under brands such as Buick, Cadillac, Chevrolet, and GMC. The company serves both mainstream and luxury markets with internal combustion engine and electric vehicles, and it provides automotive financing services through its General Motors Financial segment. GM also develops software-enabled vehicle services like OnStar and advanced driver-assistance systems, and it operates autonomous driving technology efforts through its subsidiary Cruise.
Head to head (F FY2025 vs GM FY2025)
| Metric | FFY2025 | GMFY2025 |
|---|---|---|
| Revenue | $187.27B | $167.97B |
| Revenue growth (YoY) | 1.2% | -2.1% |
| Gross margin | 6.8% | — |
| Operating margin | -4.9% | 1.7% |
| Net margin | -4.4% | 1.6% |
| Net income | $-8.16B | $2.70B |
| Diluted EPS | $-2.06 | $3.27 |
| FCF margin | 6.7% | 10.5% |
| ROE | -22.7% | 4.3% |
| Debt / equity | — | — |
| Market cap | $55.79B | $70.19B |
| P/E (TTM) | — | 28.4× |
Fundamentals are from each company’s SEC filings (F FY2025, GM FY2025). P/E and market cap are derived from recent market prices and update daily.
Five-year trend (as reported)
| Revenue | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| F | $136.34B | $158.06B | $176.19B | $184.99B | $187.27B |
| GM | $113.59B | $143.97B | $157.66B | $171.61B | $167.97B |
Peer standing
Where each company ranks among the 403 Consumer Discretionary companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | F | GM |
|---|---|---|
| Operating margin | -4.9%18th percentile of 348 | 1.7%39th percentile of 348 |
| Net margin | -4.4%23rd percentile of 377 | 1.6%43rd percentile of 377 |
| FCF margin | 6.7%66th percentile of 350 | 10.5%83rd percentile of 350 |
| Revenue growth (YoY) | +1.2%39th percentile of 394 | -2.1%30th percentile of 394 |
| ROE | -22.7%20th percentile of 343 | 4.3%42nd percentile of 343 |
| Short interest (days to cover) | 1.76d25th percentile of 401 | 2.63d39th percentile of 401 |
Short interest
| FINRA settlement data | F | GM |
|---|---|---|
| Shares sold short | 103.9M | 26.9M |
| Change vs prior settlement | -8.9% | +18.4% |
| Days to cover | 1.76 | 2.63 |
| As of settlement | 2026-06-30 | 2026-06-30 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 open-market activity | F | GM |
|---|---|---|
| Buys | 1 ($148,880) | 0 |
| Sells | 0 | 18 ($61.0M) |
Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.
Held by the same investors
8 tracked 13F managers hold both Ford Motor and General Motors as of their latest quarterly filings: AQR Capital Management, Bridgewater Associates, Citadel Advisors, D. E. Shaw, Gotham Asset Management, Millennium Management, Point72 Asset Management, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.
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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.