Ford ($F) and General Motors ($GM): Profitability vs Valuation in Today's Auto Market Ford recently surged on its new Ford Energy data-center storage initiative, while General Motors has outperformed on core truck and SUV profitability and margin discipline. GM leads the U.S. market in full-size pickup share and holds a "Strong Buy" analyst consensus; Ford trades at a lower valuation with a more mixed "Buy/Hold" view. Both automakers saw third-quarter U.S. sales decline year over year, with sharply lower EV (electric vehicle) volumes after federal tax credits ended.