ALLY Stock Analysis: Ally Financial | NYSE

Credit Services | NYSE, USA | Market Cap: 13.227m USD | 12M Return: 21.7% | US02005N1000 | Charts, Fundamentals & Technical Analysis

Auto Lending, Insurance, Commercial Loans, Deposit Brokerage
Total Rating 26
Safety 38
Buy Signal -0.44
Credit Services
Industry Rotation: -9.1
Market Cap: 13.2B
Avg Turnover: 134M
Risk 3d forecast
Volatility33.3%
VaR 5th Pctl5.60%
VaR vs Median2.12%
Reward TTM
Sharpe Ratio0.67
Rel. Str. IBD41.1
Rel. Str. Peer Group42.6
Character TTM
Beta1.274
Beta Downside1.189
Hurst Exponent0.484
Drawdowns 3y
Max DD31.60%
CAGR/Max DD0.60
CAGR/Mean DD1.89
EPS (Earnings per Share) EPS (Earnings per Share) of ALLY over the last years for every Quarter: "2021-06": 2.33, "2021-09": 2.16, "2021-12": 2.02, "2022-03": 2.03, "2022-06": 1.76, "2022-09": 1.12, "2022-12": 1.08, "2023-03": 0.82, "2023-06": 0.96, "2023-09": 0.83, "2023-12": 0.45, "2024-03": 0.45, "2024-06": 0.97, "2024-09": 0.95, "2024-12": 0.78, "2025-03": -0.82, "2025-06": 0.99, "2025-09": 1.15, "2025-12": 1.09, "2026-03": 1.11, "2026-06": 1.21,
EPS CAGR: 2.47%
EPS Trend: 7.5%
Last SUE: -0.10
Qual. Beats: 0
Revenue Revenue of ALLY over the last years for every Quarter: 2021-06: 2707, 2021-09: 2594, 2021-12: 2749, 2022-03: 2352, 2022-06: 2737, 2022-09: 3007, 2022-12: 2441, 2023-03: 3802, 2023-06: 3945, 2023-09: 4022, 2023-12: 4198, 2024-03: 4120, 2024-06: 4031, 2024-09: 4179, 2024-12: 4039, 2025-03: 3430, 2025-06: 3876, 2025-09: 3948, 2025-12: 3941, 2026-03: 3887, 2026-06: 4065,
Rev. CAGR: -0.06%
Rev. Trend: -1.2%
Last SUE: 0.80
Qual. Beats: 0

Warnings

Below Avwap Earnings

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan +1.4% 8
Feb -0.3% 10
Mar -0.6% 27
Apr -1.6% 8
May +0.2% 10
Jun +1.4% 20
Jul +1.6% 18
Aug -0.5% 2
Sep -2.8% 30
Oct -3.0% 16
Nov +4.8% 16
Dec -0.6% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: ALLY Ally Financial

Ally Financial Inc. (NYSE: ALLY) is a Detroit-based digital financial-services company operating in the United States and Canada through three main segments: Automotive Finance, Insurance, and Corporate Finance. Its Automotive Finance segment offers retail installment contracts, dealer floorplan financing, lease products, and fleet financing, while the Insurance segment provides vehicle service contracts, maintenance contracts, GAP coverage, and commercial dealer insurance through the automotive dealer channel. The Corporate Finance segment delivers senior secured, asset-based, and leveraged loans to middle-market companies, along with commercial real estate financing for nursing facilities, senior housing, and medical office buildings. Ally also runs a direct banking platform offering deposits, securities brokerage, and investment advisory services, alongside treasury and investment portfolio management activities. Founded in 1919 and formerly known as GMAC Inc., Ally rebranded in May 2010 and is classified within the Consumer Finance sub-industry of the Financials sector, positioning it as one of the larger U.S. providers of auto financing and a notable digitally focused challenger bank.

Headlines to Watch Out For
  • Auto loan credit losses rise as used car prices soften
  • Net interest margin compresses as Fed cuts rates
  • Retail deposit growth funds loan book expansion
Piotroski VR-10 (Strict) 2.5
Net Income: 1.45b TTM > 0 and > 6% of Revenue
FCF/TA: -0.00 > 0.02 and ΔFCF/TA -0.17 > 1.0
NWC/Revenue: -110.5% < 20% (prev -802.7%; Δ 692.2% < -1%)
CFO/TA 0.02 > 3% & CFO 3.90b > Net Income 1.45b
Net Debt (14.4b) to EBITDA (3.30b): 4.37 < 3
Current Ratio: 0.90 > 1.5 & < 3
Outstanding Shares: last quarter (311.0m) vs 12m ago -0.45% < -2%
Gross Margin: 49.70% > 18% (prev 43.77%; Δ 5.93% > 0.5%)
Asset Turnover: 8.14% > 50% (prev 8.19%; Δ -0.05% > 0%)
Interest Coverage Ratio: 0.30 > 6 (EBIT TTM 1.84b / Interest Expense TTM 6.17b)
Altman Z'' -0.41
A: -0.09 (Total Current Assets 150b - Total Current Liabilities 167b) / Total Assets 200b
B: 0.01 (Retained Earnings 1.10b / Total Assets 200b)
C: 0.01 (EBIT TTM 1.84b / Avg Total Assets 195b)
D: 0.08 (Book Value of Equity 15.5b / Total Liabilities 184b)
Altman-Z'' = -0.41 = B
Beneish M -1.92
DSRI: 3.0 (Receivables 141b/1.11b, Revenue 15.8b/15.5b)
GMI: 0.88 (GM 43.77% / 49.70%)
AQI: 0.25 (AQ_t 0.21 / AQ_t-1 0.83)
SGI: 1.02 (Revenue 15.8b / 15.5b)
TATA: -0.01 (NI 1.45b - CFO 3.90b) / TA 200b)
Beneish M = -1.92 (Cap -4..+1) = B
What is the price of ALLY shares?

As of August 08, 2026, the stock is trading at USD 43.72 with a total of 2,562,804 shares traded. Over the past week, the price has changed by +0.90%, over one month by -3.03%, over three months by +0.53% and over the past year by +21.74%.

Current recommended Stop Loss: 41.90 (which is 4.2% or 1.6 ATR below the current price).

Is ALLY a buy, sell or hold?

Ally Financial has received a consensus analysts rating of 4.33. Therefore, it is recommended to buy ALLY.

  • StrongBuy: 10
  • Buy: 4
  • Hold: 4
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the ALLY price?
Analysts Target Price 53.9 23.2%
Ally Financial (ALLY) - Fundamental Data Overview as of 01 August 2026
Market Cap USD = 13.2b (13.2b USD * 1.0 USD.USD)
P/E Trailing = 10.1116
P/E Forward = 8.0906
P/S = 1.6747
P/B = 0.9667
P/EG = 0.4649
Revenue TTM = 15.8b USD
EBIT TTM = 1.84b USD
EBITDA TTM = 3.30b USD
Long Term Debt = 17.1b USD (from longTermDebt, last quarter)
Short Term Debt = 5.92b USD (from shortTermDebt, last quarter)
Debt = 23.1b USD (from shortLongTermDebtTotal, last quarter) + Leases 114.0m
Net Debt = 14.4b USD (calculated: Debt 23.1b - CCE 8.68b)
Enterprise Value = 27.6b USD (13.2b + Debt 23.1b - CCE 8.68b)
Interest Coverage Ratio = 0.30 (Ebit TTM 1.84b / Interest Expense TTM 6.17b)
EV/FCF = -45.38x (Enterprise Value 27.6b / FCF TTM -609.0m)
FCF Yield = -2.20% (FCF TTM -609.0m / Enterprise Value 27.6b)
FCF Margin = -3.84% (FCF TTM -609.0m / Revenue TTM 15.8b)
Net Margin = 9.18% (Net Income TTM 1.45b / Revenue TTM 15.8b)
Gross Margin = 49.70% ((Revenue TTM 15.8b - Cost of Revenue TTM 7.97b) / Revenue TTM)
Gross Margin QoQ = 52.23% (prev 48.96%)
Tobins Q-Ratio = 0.14 (Enterprise Value 27.6b / Total Assets 200b)
Interest Expense / Debt = 26.73% (Interest Expense 6.17b / Debt 23.1b)
Taxrate = 20.81% (382.0m / 1.84b)
NOPAT = 1.45b (EBIT 1.84b * (1 - 20.81%))
Current Ratio = 0.90 (Total Current Assets 150b / Total Current Liabilities 167b)
Debt / Equity = 1.49 (Debt 23.1b / totalStockholderEquity, last quarter 15.5b)
Debt / EBITDA = 4.37 (Net Debt 14.4b / EBITDA 3.30b)
 Debt / FCF = -23.66 (negative FCF - burning cash) (Net Debt 14.4b / FCF TTM -609.0m)
 Total Stockholder Equity = 15.4b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.75% (Net Income 1.45b / Total Assets 200b)
RoE = 9.42% (Net Income TTM 1.45b / Total Stockholder Equity 15.4b)
RoCE = 5.65% (EBIT 1.84b / Capital Employed (Equity 15.4b + L.T.Debt 17.1b))
RoIC = 3.86% (NOPAT 1.45b / Invested Capital 37.7b)
WACC = 17.27% (E(13.2b)/V(36.3b) * Re(10.46%) + D(23.1b)/V(36.3b) * Rd(26.73%) * (1-Tc(0.21)))
Discount Rate = 10.46% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 68.28 | Cagr: 0.38%
 [DCF] Fair Price = unknown (Cash Flow -609.0m)
 EPS Correlation: 7.52 | EPS CAGR: 2.47% | SUE: -0.10 | # QB: 0
Revenue Correlation: -1.22 | Revenue CAGR: -0.06% | SUE: 0.80 | # QB: 0
EPS current Quarter (2026-09-30): EPS=1.45 | Chg30d=-0.20% | Revisions=+30% | Analysts=15
EPS current Year (2026-12-31): EPS=5.25 | Chg30d=-1.32% | Revisions=-38% | GrowthEPS=+37.7% | GrowthRev=+14.2%
EPS next Year (2027-12-31): EPS=6.44 | Chg30d=-0.74% | Revisions=+0% | GrowthEPS=+22.6% | GrowthRev=+6.3%
[Analyst] Revisions Ratio: +0% (up=8, down=8)