PII
Polaris Inc.
Auto - Recreational Vehicles
Market Cap$3.80B
5Y Perf.-23.2%
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Stock Comparison
PII vs GM
Revenue, margins, valuation, and 5-year total return — side by side.
GM
General Motors Company
Auto - Manufacturers
Market Cap$70.70B
5Y Perf.+203.0%
PII vs GM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | PII | GM |
|---|---|---|
| Industry | Auto - Recreational Vehicles | Auto - Manufacturers |
| Market Cap | $3.80B | $70.70B |
| Revenue (TTM) | $7.27B | $184.62B |
| Net Income (TTM) | $-446M | $2.54B |
| Gross Margin | 19.6% | 6.1% |
| Operating Margin | -0.5% | 1.3% |
| Forward P/E | 37.3x | 6.2x |
| Total Debt | $1.54B | $130.28B |
| Cash & Equiv. | $138M | $20.95B |
PII vs GM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
PII
GM
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Polaris Inc. (PII) | 100 | 76.8 | -23.2% |
| General Motors Comp… (GM) | 100 | 303.0 | +203.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PII vs GM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: GM leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Polaris Inc. is the stronger pick specifically for growth and revenue expansion and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
PII
Polaris Inc.
The Income Pick
PII is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 29 yrs, beta 1.56, yield 3.9%
- Rev growth -0.3%, EPS growth -5.2%, 3Y rev CAGR -5.9%
- -0.3% revenue growth vs GM's -1.3%
Best for: income & stability and growth exposure
GM
General Motors Company
The Long-Run Compounder
GM carries the broadest edge in this set and is the clearest fit for long-term compounding and sleep-well-at-night.
- 180.2% 10Y total return vs PII's 4.3%
- Lower volatility, beta 1.07, current ratio 1.17x
- Beta 1.07, yield 0.9%, current ratio 1.17x
Best for: long-term compounding and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | PII | -0.3% revenue growth vs GM's -1.3% |
| Value | GM | Lower P/E (6.2x vs 37.3x) |
| Quality / Margins | GM | 1.4% margin vs PII's -6.1% |
| Stability / Safety | GM | Beta 1.07 vs PII's 1.56 |
| Dividends | PII | 3.9% yield, 29-year raise streak, vs GM's 0.9% |
| Momentum (1Y) | PII | +107.0% vs GM's +73.8% |
| Efficiency (ROA) | GM | 0.9% ROA vs PII's -8.6%, ROIC 1.3% vs -0.8% |
PII vs GM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
PII vs GM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLGMLAGGINGPII
PIIPolaris Inc.
1leads
GMGeneral Motors Company
4leads
6 Total Categories
CATEGORYLEADERvs PIIMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
GM5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
GM6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
GM4/6
Risk & VolatilityBeta, volatility, and downside exposure
GM2/2
Analyst OutlookRatings, price targets, and dividends
PII2/2
Income & Cash Flow (Last 12 Months)
Evenly matched — PII and GM each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GM is the larger business by revenue, generating $184.6B annually — 25.4x PII's $7.3B. GM is the more profitable business, keeping 1.4% of every revenue dollar as net income compared to PII's -6.1%. On growth, PII holds the edge at +8.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | PIIPolaris Inc. | GMGeneral Motors Co… |
|---|---|---|
| RevenueTrailing 12 months | $7.3B | $184.6B |
| EBITDAEarnings before interest/tax | $178M | $15.5B |
| Net IncomeAfter-tax profit | -$446M | $2.5B |
| Free Cash FlowCash after capex | $161M | $12.5B |
| Gross MarginGross profit ÷ Revenue | +19.6% | +6.1% |
| Operating MarginEBIT ÷ Revenue | -0.5% | +1.3% |
| Net MarginNet income ÷ Revenue | -6.1% | +1.4% |
| FCF MarginFCF ÷ Revenue | +2.2% | +6.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.0% | -0.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +29.1% | -15.2% |
Evenly matched — PII and GM each lead in 3 of 6 comparable metrics.
Valuation Metrics
GM leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, GM's 10.3x EV/EBITDA is more attractive than PII's 20.2x.
| Metric | PIIPolaris Inc. | GMGeneral Motors Co… |
|---|---|---|
| Market CapShares × price | $3.8B | $70.7B |
| Enterprise ValueMkt cap + debt − cash | $5.2B | $180.0B |
| Trailing P/EPrice ÷ TTM EPS | -8.20x | 23.98x |
| Forward P/EPrice ÷ next-FY EPS est. | 37.25x | 6.22x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 20.20x | 10.29x |
| Price / SalesMarket cap ÷ Revenue | 0.53x | 0.38x |
| Price / BookPrice ÷ Book value/share | 4.54x | 1.21x |
| Price / FCFMarket cap ÷ FCF | 6.81x | 6.38x |
GM leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
GM leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
GM delivers a 3.8% return on equity — every $100 of shareholder capital generates $4 in annual profit, vs $-45 for PII. PII carries lower financial leverage with a 1.83x debt-to-equity ratio, signaling a more conservative balance sheet compared to GM's 2.06x. On the Piotroski fundamental quality scale (0–9), GM scores 6/9 vs PII's 4/9, reflecting solid financial health.
| Metric | PIIPolaris Inc. | GMGeneral Motors Co… |
|---|---|---|
| ROE (TTM)Return on equity | -45.2% | +3.8% |
| ROA (TTM)Return on assets | -8.6% | +0.9% |
| ROICReturn on invested capital | -0.8% | +1.3% |
| ROCEReturn on capital employed | -1.0% | +1.6% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 |
| Debt / EquityFinancial leverage | 1.83x | 2.06x |
| Net DebtTotal debt minus cash | $1.4B | $109.3B |
| Cash & Equiv.Liquid assets | $138M | $20.9B |
| Total DebtShort + long-term debt | $1.5B | $130.3B |
| Interest CoverageEBIT ÷ Interest expense | -3.26x | 2.60x |
GM leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
GM leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GM five years ago would be worth $13,592 today (with dividends reinvested), compared to $5,543 for PII. Over the past 12 months, PII leads with a +107.0% total return vs GM's +73.8%. The 3-year compound annual growth rate (CAGR) favors GM at 33.4% vs PII's -10.8% — a key indicator of consistent wealth creation.
| Metric | PIIPolaris Inc. | GMGeneral Motors Co… |
|---|---|---|
| YTD ReturnYear-to-date | +1.9% | -3.0% |
| 1-Year ReturnPast 12 months | +107.0% | +73.8% |
| 3-Year ReturnCumulative with dividends | -29.0% | +137.4% |
| 5-Year ReturnCumulative with dividends | -44.6% | +35.9% |
| 10-Year ReturnCumulative with dividends | +4.3% | +180.2% |
| CAGR (3Y)Annualised 3-year return | -10.8% | +33.4% |
GM leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
GM leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
GM is the less volatile stock with a 1.07 beta — it tends to amplify market swings less than PII's 1.56 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | PIIPolaris Inc. | GMGeneral Motors Co… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.56x | 1.07x |
| 52-Week HighHighest price in past year | $75.25 | $87.62 |
| 52-Week LowLowest price in past year | $33.23 | $44.97 |
| % of 52W HighCurrent price vs 52-week peak | +89.1% | +89.5% |
| RSI (14)Momentum oscillator 0–100 | 62.2 | 55.4 |
| Avg Volume (50D)Average daily shares traded | 1.3M | 6.7M |
GM leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
PII leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates PII as "Hold" and GM as "Buy". Consensus price targets imply 17.0% upside for GM (target: $92) vs 2.5% for PII (target: $69). For income investors, PII offers the higher dividend yield at 3.94% vs GM's 0.86%.
| Metric | PIIPolaris Inc. | GMGeneral Motors Co… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $68.75 | $91.75 |
| # AnalystsCovering analysts | 27 | 51 |
| Dividend YieldAnnual dividend ÷ price | +3.9% | +0.9% |
| Dividend StreakConsecutive years of raises | 29 | 4 |
| Dividend / ShareAnnual DPS | $2.64 | $0.68 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | +8.5% |
PII leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
GM leads in 4 of 6 categories (Valuation Metrics, Profitability & Efficiency). PII leads in 1 (Analyst Outlook). 1 tied.
Best OverallGeneral Motors Company (GM)Leads 4 of 6 categories
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PII vs GM: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is PII or GM a better buy right now?
For growth investors, Polaris Inc.
(PII) is the stronger pick with -0. 3% revenue growth year-over-year, versus -1. 3% for General Motors Company (GM). General Motors Company (GM) offers the better valuation at 24. 0x trailing P/E (6. 2x forward), making it the more compelling value choice. Analysts rate General Motors Company (GM) a "Buy" — based on 51 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — PII or GM?
On forward P/E, General Motors Company is actually cheaper at 6.
2x.
03Which is the better long-term investment — PII or GM?
Over the past 5 years, General Motors Company (GM) delivered a total return of +35.
9%, compared to -44. 6% for Polaris Inc. (PII). Over 10 years, the gap is even starker: GM returned +180. 2% versus PII's +4. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — PII or GM?
By beta (market sensitivity over 5 years), General Motors Company (GM) is the lower-risk stock at 1.
07β versus Polaris Inc. 's 1. 56β — meaning PII is approximately 45% more volatile than GM relative to the S&P 500. On balance sheet safety, Polaris Inc. (PII) carries a lower debt/equity ratio of 183% versus 2% for General Motors Company — giving it more financial flexibility in a downturn.
05Which is growing faster — PII or GM?
By revenue growth (latest reported year), Polaris Inc.
(PII) is pulling ahead at -0. 3% versus -1. 3% for General Motors Company (GM). On earnings-per-share growth, the picture is similar: General Motors Company grew EPS -48. 7% year-over-year, compared to -519. 5% for Polaris Inc.. Over a 3-year CAGR, GM leads at 5. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — PII or GM?
General Motors Company (GM) is the more profitable company, earning 1.
5% net margin versus -6. 5% for Polaris Inc. — meaning it keeps 1. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GM leads at 1. 6% versus -0. 4% for PII. At the gross margin level — before operating expenses — PII leads at 18. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is PII or GM more undervalued right now?
On forward earnings alone, General Motors Company (GM) trades at 6.
2x forward P/E versus 37. 3x for Polaris Inc. — 31. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GM: 17. 0% to $91. 75.
08Which pays a better dividend — PII or GM?
All stocks in this comparison pay dividends.
Polaris Inc. (PII) offers the highest yield at 3. 9%, versus 0. 9% for General Motors Company (GM).
09Is PII or GM better for a retirement portfolio?
For long-horizon retirement investors, General Motors Company (GM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.
07), 0. 9% yield, +180. 2% 10Y return). Polaris Inc. (PII) carries a higher beta of 1. 56 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (GM: +180. 2%, PII: +4. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between PII and GM?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: PII is a small-cap income-oriented stock; GM is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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