GM Up 61%, Ford Up 6% In Five Year Stock Price Race

GM Up 61%, Ford Up 6% In Five Year Stock Price Race

Douglas A. McIntyre

Mon, August 3, 2026 at 6:11 PM GMT+3 3 min read

Quick Read

• GM stock surged 61% over five years while Ford gained just 6%, signaling a clear investor verdict on both automakers.

• Ford's $F EV write-off hit $19.5 billion, far exceeding $GM's combined $7.6 billion and exposing deeper strategic stumbles.

• Ford logged 153 safety recalls last year and trails both GM and Toyota in US market share, compounding its weak investor case.

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It is easy to tell which huge American car company investors favor over the long term. GM's stock is up 61% in the last five years, according to Yahoo Finance and Google Finance. Ford is up 6% over the same period. The auto industry has been through at least one huge economic cycle during that period. It is easy to see who won.

What are the obvious things? Ford (NYSE: F) took a beating in the EV space in the US, but in terms of write-offs, GM (NYSE: GM) also posted awful numbers. Ford's write-off was $19.5 billion. GM had two. One was $6 billion, and the other was $1.6 billion. Ford said on many occasions that its EV plans would transform the company. Executive Chairman Bill Ford made it clear that the launch of the EV F-150 Lightning was the most important launch of his career. Ford also forecast EV sales into the hundreds of thousands and said it had the capacity to build them. GM Chairman Mary Barra said her company would be a success, but her comments about success were more muted.

Ford CEO Jim Farley has also made alarming comments about what will happen if Chinese EVs make it into the US market. The risk would seem to be equivalent to that faced by GM, but Barra has been less vocal.

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Another of Ford's problems was its US market share. By most measures, it is behind both GM and Toyota (NYSE: TM). Market share in a company's home market means a great deal, particularly when its primary competitor is not even US-based.

Ford also falls well behind all its US rivals in product quality. It did take the top spot among mass-market brands in the ranking of mainstream brands in the JD Power 2026 U.S. Initial Quality Study (IQS). However, this does not offset the 153 safety recalls it had last year, or the 61 it has had this year.

Finally, and more of a guess, there is the issue of long-term control of the companies. The Ford family has voting power over the corporation. GM has a more traditional structure under which the board and shareholders are in charge.

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