The video compares Ford (F) and General Motors (GM) based on financial metrics such as revenue, revenue growth, operating profit margins, and return on invested capital (ROIC). The analysis spans from 2016 to 2025, noting volatility in car sales due to macroeconomic conditions. The operating margins for GM are at 5.5% and for Ford at 1.6% and they are declining. Ford is priced at \$11.42 and its intrinsic value is around \$11.12. GM is priced at \$57.34 and its intrinsic value is around \$53.67. Overall the analysts considers GM the better stock to buy as an intrinsic value is lower. The long term growth rate is around 4% and considers consumers are not really buying many electric vehicles as the actual administration is not forcing companies into the electric vehicle market.