General Motors (GM) stock price today was down over 4%. How does GM compared to the Ford Motor (F) stock? "General Motors had a solid first quarter that could have been worse given inflation, high commodity costs, and ongoing supply chain issues that reduced vehicle production," says Morningstar's David Whiston. Battery and chip maker prices are continuing to increase, which could mean trouble for electric vehicle production. "Ford Motor Co. (F) balance sheet is set up to handle more distress should economy weaken," Whiston adds. Can GM and Ford compete with Tesla (TSLA) in the electric vehicle space?