Blue-Chip

Business Insights on One Global Automobile Stock – GM

March 28, 2022 | Team Kalkine
Business Insights on One Global Automobile Stock – GM

 

Business Insights on One Global Automobile Stock – GM

General Motors Company

General Motors Company Details

General Motors Company (NYSE: GM) is engaged in manufacturing automotive which also includes electric vehicles. Some of its brands including from JVs and subsidiaries include Chevrolet, Buick, GMC, Cadillac, Baojun and Wuling, to name a few.

Result Performance for FY21 and Q4FY21

  • The Group reported sales of $127,004 million in FY21, compared to $122,485 million in FY20.
  • Net income also improved to $10,019 million in FY21, from a level of $6,427 million in the prior year.
  • In Q4FY21 the company reported a net income of $1.7 billion and the net margin stood at 5.2%.
  • Diluted EPS during Q4FY21 stood at $1.16.

Source: Company Reports, Analysis by Kalkine Group

Outlook

The Group expects FY22 EPS- diluted and EPS-diluted-adjusted to be between $6.25 and $7.25. It also anticipates the net income to be between $9.4 billion and $10.8 billion during the same period.

Key Risks

The present market conditions have been very volatile in nature owing to geopolitical tension and an uptick in raw material prices. These might have an impact on the demand for the company's products.

Valuation Methodology: EV/Sales Based Relative Valuation (Illustrative)

Technical Overview:

Daily Price Chart

Source: REFINITIV, Note: Purple color line reflects Relative Strength Index (14-Period)

Stock Information                                      

The company has delivered a 6-month and one-year return of ~-16.42% and ~-22.87%, respectively. The stock is trading lower than the average of the 52-week high price of $67.21 and the 52-week low price of $39.75.

The stock has been valued using an EV/Sales multiple-based illustrative relative valuation, and the target price so arrived reflects a rise of low double-digit (in % terms). A slight premium has been applied to EV/Sales Multiple (NTM) (Peer Average), considering the impressive financial performance and optimistic guidance.

Considering the aforementioned factors along with growth in top-line and bottom-line, a “Buy” recommendation has been assigned on the stock at the current market price of $43.66 per share, as on 09:44 am New York Time, USA (GMT-4) as of 28th March 2022.

General Motors Company  is a part of Kalkine’s Global Fully Charged Portfolio

Note 1: The reference data in this report has been partly sourced from REFINITIV.

Note 2: Investment decisions should be made depending on the investors’ appetite on upside potential, risks, holding duration, and any previous holdings. Investors can consider exiting from the stock if the Target Price mentioned as per the analysis has been achieved and subject to the factors discussed above alongside support levels provided.

Technical Indicators Defined:-

Support: A level where-in the stock prices tend to find support if they are falling, and downtrend may take a pause backed by demand or buying interest.

Resistance: A level where-in the stock prices tend to find resistance when they are rising, and uptrend may take a pause due to profit booking or selling interest.

Stop-loss: It is a level to protect further losses in case of unfavourable movement in the stock prices.


Disclaimer - This report has been issued by Kalkine Pty Limited (ABN 34 154 808 312) (Australian financial services licence number 425376) (“Kalkine”) and prepared by Kalkine and its related bodies corporate authorised to provide general financial product advice. Kalkine.com.au and associated pages are published by Kalkine.

Any advice provided in this report is general advice only and does not take into account your objectives, financial situation or needs. You should therefore consider whether the advice is appropriate to your objectives, financial situation and needs before acting upon it.

There may be a Product Disclosure Statement, Information Statement or other offer document for the securities or other financial products referred to in Kalkine reports. You should obtain a copy of the relevant Product Disclosure Statement, Information Statement or offer document and consider the statement or document before making any decision about whether to acquire the security or product.

You should also seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice) as necessary before acting on any advice in this report or on the Kalkine website. Not all investments are appropriate for all people.

The information in this report and on the Kalkine website has been prepared from a wide variety of sources, which Kalkine, to the best of its knowledge and belief, considers accurate. Kalkine has made every effort to ensure the reliability of information contained in its reports, newsletters and websites. All information represents our views at the date of publication and may change without notice.

Kalkine does not guarantee the performance of, or returns on, any investment. To the extent permitted by law, Kalkine excludes all liability for any loss or damage arising from the use of this report, the Kalkine website and any information published on the Kalkine website (including any indirect or consequential loss, any data loss or data corruption). If the law prohibits this exclusion, Kalkine hereby limits its liability, to the extent permitted by law, to the resupply of services.

Please also read our Terms & Conditions and Financial Services Guide for further information.

On the date of publishing this report (referred to on the Kalkine website), employees and/or associates of Kalkine and its related entities do not hold interests in any of the securities or other financial products covered on the Kalkine website unless those persons comply with certain safeguards, procedures, and disclosures.

Kalkine Media Pty Ltd, an affiliate of Kalkine Pty Ltd, may have received, or be entitled to receive, financial consideration in connection with providing information about certain entity(s) covered on its website.