General Motors (GM) and Ford (F) stocks have been strong performers, defying concerns of slower EV growth and tariffs. GM saw a 65% spike in stock price while Ford rose over 40%. GM outperformed Ford in EV sales, selling 169,887 EVs in 2025. GM’s ROIC is higher than Ford’s, making it a top pick for investors.

GM and Ford are both expected to see an increase in EPS in the coming year. GM’s EPS is projected to spike 14% to $11.81, while Ford’s is expected to rebound to $1.42. Despite low ROIC, both stocks trade at under 11X forward earnings and offer dividends. Ford’s dividend yield is higher, but GM’s has seen larger growth.

Investors are looking at GM as a strong buy with higher ROIC and positive EPS revisions. Ford, on the other hand, is holding steady as a hold option. Both companies are navigating the EV transition and low-margin environment. The future looks promising for GM and Ford as they continue to adapt and grow.

Read more at Nasdaq: GM Vs Ford: Which Automaker is the Better Investment for 2026?