General Motors Company (GM) Competitors & Peers
The 5 companies closest to General Motors Company on the factors that matter — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| TSLA | Competitor | $330.88 | P/E 303.6RSI 43Cap 1.31 T |
| TOYOF | Peer | $18.80 | P/E 10.3RSI 52Cap 248.8 B |
| TM | Peer | $188.78 | P/E 8.5RSI 58Cap 223.5 B |
| BYDDF | Peer | $11.73 | P/E 40.5RSI 25Cap 107.1 B |
| BYMOF | Peer | $67.70 | P/E 5.3Cap 41.1 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- VCSupplier
Own 10-K customer-concentration disclosure: GM = 15% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - PAMTSupplier
Own 10-K customer-concentration disclosure: GeneralMotorsCompany = 12% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - STRTSupplier
Own 10-Q customer-concentration disclosure: GeneralMotorsCompany = 27% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - GNTXSupplier
Own 10-K customer-concentration disclosure: GeneralMotorsCompany = 11% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - ULHSupplier
Own 10-K customer-concentration disclosure: GeneralMotors = 18% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - DCHSupplier
Own 10-K customer-concentration disclosure: GeneralMotors = 42% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- STLACompetitor
US Detroit OEM competition.
Model-inferred, unverified — treat as a lead, not evidence - 7203.TCompetitor
Toyota and GM are major global competitors, actively vying for sales leadership in the United States and North American markets.
Model-inferred, unverified — treat as a lead, not evidence - FCompetitor
Ford + GM top-2 US auto OEMs.
Model-inferred, unverified — treat as a lead, not evidence - WOLFCustomer
General Motors has a strategic supplier agreement with Wolfspeed to secure a supply of SiC power device solutions to integrate into the Ultium Drive units of its electric vehicles.
Model-inferred, unverified — treat as a lead, not evidence - ADICustomer
GM utilizes ADI's proprietary wireless Battery Management System (wBMS) in its Ultium EV platform, eliminating up to 90% of wiring in battery packs.
Model-inferred, unverified — treat as a lead, not evidence - 373220.KSPartner
LG Energy Solution and GM operate a battery manufacturing joint venture, Ultium Cells LLC, supplying battery packs for GM's Ultium EV platform.
Model-inferred, unverified — treat as a lead, not evidence - FCompetitor
GM is Ford's principal domestic competitor in the North American automotive market, competing heavily in full-size trucks, SUVs, and electric vehicles.
Model-inferred, unverified — treat as a lead, not evidence - LACSupplier
GM is anchor offtaker for Thacker Pass Phase 1 (~10kt LCE/yr).
Model-inferred, unverified — treat as a lead, not evidence - LGESSupplier
Ultium Cells JV with GM (Warren OH, Spring Hill TN, Lansing MI).
Model-inferred, unverified — treat as a lead, not evidence - ANSupplier
GM supplies new Chevrolet, GMC, and Cadillac vehicles to AutoNation dealerships.
Model-inferred, unverified — treat as a lead, not evidence - TSLACompetitor
Tesla EV + GM EV/Cruise competition.
Model-inferred, unverified — treat as a lead, not evidence - CONCustomer
Continental supplies brake modules and tires across GM vehicle lines.
Model-inferred, unverified — treat as a lead, not evidence - SAHSupplier
General Motors supplies new vehicles distributed by Sonic dealerships.
Model-inferred, unverified — treat as a lead, not evidence - GNTXCustomer
Gentex supplies dimming mirrors and camera safety units across GM vehicle lines.
Model-inferred, unverified — treat as a lead, not evidence - GTESCustomer
Gates supplies belt and hose systems to GM vehicle assemblies.
Model-inferred, unverified — treat as a lead, not evidence - TXCustomer
Ternium supplies stamped flat-rolled steel sheets to General Motors' manufacturing plants.
Model-inferred, unverified — treat as a lead, not evidence - ENERGYXCustomer
General Motors is a lead strategic investor and offtaker for battery-grade lithium produced using EnergyX technology.
Model-inferred, unverified — treat as a lead, not evidence - MPSupplier
GM offtake of MP rare-earth magnets for EV motors.
Model-inferred, unverified — treat as a lead, not evidence - BOSCHSupplier
Bosch supplies powertrain + ADAS + ABS to GM.
Model-inferred, unverified — treat as a lead, not evidence - ALBSupplier
Albemarle supplies lithium hydroxide to GM under multi-year offtake.
Model-inferred, unverified — treat as a lead, not evidence - GTXCustomer
Garrett supplies e-boosting systems and traditional turbochargers for GM's diesel and light truck portfolios.
Model-inferred, unverified — treat as a lead, not evidence - SNACustomer
Snap-on supplies professional tools and diagnostics to GM dealer service bays.
Model-inferred, unverified — treat as a lead, not evidence - QCOMSupplier
Qualcomm Snapdragon Digital Chassis powers next-gen GM infotainment.
Model-inferred, unverified — treat as a lead, not evidence - TXNSupplier
TI analog + MCU in GM vehicles.
Model-inferred, unverified — treat as a lead, not evidence - APHSupplier
Amphenol supplies sensors + high-voltage connectors across GM ICE + EV.
Model-inferred, unverified — treat as a lead, not evidence - HMCPartner
Honda + GM share platforms; Cruise origin canceled but battery JV continues.
Model-inferred, unverified — treat as a lead, not evidence - MBLYSupplier
Mobileye EyeQ used historically in some GM ADAS programs.
Model-inferred, unverified — treat as a lead, not evidence