2026May
GM May 2026 · sell
GM is navigating a highly capital-intensive transition to EV and AV models while managing the cyclicality of its legacy ICE business. The severe discount against external street internal valuation cross-checks ($94.08) is fully intentional and bridged by structurally overweighting Owner Earnings, which enforces a steep penalty for the EV transition's massive maintenance capex that unadjusted EPS multipliers ignore.Latest published research · analyzed 2026-05-08 · stale · sources unverified