GM · 발행 리서치 아카이브

20265월

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.Historical archived edition · analyzed 2026-05-08

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USD 78.41

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