Loading…
US automaker producing Ford and Lincoln vehicles, with a strong truck/commercial-vehicle franchise (F-Series, Pro) and an EV division (Model e).
US automaker producing Ford and Lincoln vehicles, with a strong truck/commercial-vehicle franchise (F-Series, Pro) and an EV division (Model e).
Earns most of its profit from Ford Pro, which sells trucks and vans plus software and services to businesses and fleets, and from F-Series pickups; Ford Credit adds financing income. The electric-vehicle unit, Model e, loses money. The Ford family keeps significant voting power through a special share class.
Moat: narrow (scale, brand, distribution). Iconic F-Series truck franchise and Ford Pro commercial fleet relationships anchor a durable, if lower-margin, business.
Headquarters: Dearborn, Michigan, USA · Founded: 1903 · Employees: 169,000
Size Ford Motor (F) is a United States Consumer Discretionary company (Motor Vehicles) with a market value of $48.8B, the 260th largest of 3,117 United States companies the cockpit tracks. Shares closed at $12.44 on 6 Nov 2026.
Performance Over six months the shares gained 2.2%, against -0.2% for the median peer and -1.1% for the United States market (cap-weighted) — 10th highest of 21 in its peer set.
Growth Revenue fell 1.4% over the last twelve months (peer median +6.8%); the operating margin is 1.8% (peer median 6.5%).
Valuation It trades at 7.0× forward earnings against a peer median of 10.6× (6th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about 26% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is +18 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 5.8 points below its cost of capital (7.4% WACC).
Credit Ford Motor has 67 bonds outstanding ($67.0B), rated BBB- by the agencies and trading like BB+ at a weighted spread of 153 bp.
Short interest Short interest is 2.9% of the free float (15 Oct 2026).
Next results Next results expected around 4 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $187B | $187B | $185B | $176B | $158B |
| Revenue growth | — | +1% | +5% | +11% | — |
| Gross profit | $15.1B | $22.8B | $23.4B | $24.3B | $25.1B |
| EBITDA | $9.49B | $8.53B | $11.0B | $11.9B | $12.9B |
| Net income | -$7.79B | -$8.18B | $5.88B | $4.35B | -$1.98B |
| Free cash flow | $5.14B | $12.5B | $6.74B | $6.68B | -$13.0M |
| Capital expenditure | $9.83B | $8.81B | $8.68B | $8.24B | $6.87B |
| Total debt | $165B | $166B | $161B | $151B | $140B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Ford Motor F | $48.8B | +2% | -1% | 2% | 7.0× | 25.6% |
| General Motors GM | $72.7B | +10% | 0% | 2% | 6.1× | 23.9% |
| Stellantis STLAP.PA | $17.0B | -40% | -2% | -14% | 8.2× | n/a |
| Toyota Motor Corp. Sponsored ADR TM | $226B | +15% | +4% | 7% | 11.4× | n/a |
| Rivian Automotive RIVN | $19.9B | -4% | +11% | -53% | n/a | n/a |
| Tesla TSLA | $1.42T | -16% | +8% | 4% | 176.4× | n/a |
| Honda Motor 7267.T | $45.2B | +45% | +4% | -1% | 11.7× | 18.2% |
| HyundaiMtr 005380.KS | $47.5B | -47% | +1% | 5% | 7.3× | n/a |
| Kia 000270.KS | $28.3B | -34% | +8% | 7% | 5.4× | -12.9% |
| Nissan Motor 7201.T | $5.98B | -24% | -1% | 2% | 23.1× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | F | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.6% | +8.8% | 6th lowest of 21 |
| 6-month return | +2.2% | -0.2% | 10th highest of 21 |
| Distance from 52-week high | -30.0% | -16.4% | 8th lowest of 21 |
| Revenue growth (TTM) | -1.4% | +6.8% | 6th lowest of 21 |
| Operating margin | 1.8% | 6.5% | 3rd lowest of 21 |
| Forward P/E | 7.0× | 10.6× | 6th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | 25.6% | 17.8% | 5th most demanding of 15 |
| Growth delivered (Del g) | +8.1% | +14.3% | 4th lowest of 15 |
| Hurdle (Req g minus delivered) | +17.6 pp | +6.9 pp | most demanding of 15 |
| ROIC minus cost of capital | -5.8 pp | -0.9 pp | 2nd lowest of 21 |
| EV / EBITDA | 19.0× | 10.6× | 6th most expensive of 17 |
| Net debt / EBITDA | 13.8× | 2.7× | most indebted of 17 |
| Bond spread | 153 bp | 100 bp | widest of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ford Motor F | United States | $48.8B | +2% | -1% | 2% | 7.0× | 25.6% | +8.1% |
| Porsche P911.DE | Germany | $47.8B | 0% | -10% | 6% | 22.9× | 17.3% | +4.8% |
| HyundaiMtr 005380.KS | South Korea | $47.5B | -47% | +1% | 5% | 7.3× | n/a | n/a |
| Honda Motor 7267.T | Japan | $45.2B | +45% | +4% | -1% | 11.7× | 18.2% | +10.6% |
| Mercedes-Benz MBG.DE | Germany | $44.9B | -19% | -7% | 5% | 7.9× | 4.5% | +1.7% |
| Mahindra & Mahindra M&M.NS | India | $43.1B | -2% | +26% | 15% | 24.0× | 13.6% | +21.5% |
| Maruti Suzuki India MARUTI.NS | India | $42.3B | -7% | +30% | 7% | 30.1× | 27.7% | +21.1% |
| Bayerische Motoren Werke BMW.DE | Germany | $40.3B | -22% | -6% | 6% | 9.7× | n/a | n/a |
| Volkswagen VOW.DE | Germany | $39.1B | -24% | -3% | 7% | 5.5× | n/a | n/a |
| Daimler Truck DTG.DE | Germany | $34.7B | -1% | -14% | 5% | 10.6× | 9.8% | +4.8% |
| General Motors GM | United States | $72.7B | +10% | 0% | 2% | 6.1× | 23.9% | +8.6% |
| Bajaj Auto BAJAJ-AUTO.NS | India | $31.7B | +3% | +48% | 19% | 24.0× | 27.3% | +17.4% |
| Kia 000270.KS | South Korea | $28.3B | -34% | +8% | 7% | 5.4× | -12.9% | +14.0% |
| Suzuki Motor 7269.T | Japan | $27.3B | +26% | +14% | 9% | 9.1× | -0.8% | +14.6% |
| Ferrari RACE.MI | Italy | $92.2B | +30% | +6% | 30% | 37.7× | 22.8% | +15.6% |
| TVS Motor TVSMOTOR.NS | India | $22.6B | +21% | +34% | 12% | 42.5× | n/a | n/a |
| Eicher Motors EICHERMOT.NS | India | $22.3B | +5% | +28% | 21% | 33.0× | 36.0% | +21.8% |
| Geely Auto 0175.HK | Hong Kong | $20.1B | -34% | +27% | 4% | 6.5× | -9.3% | +29.3% |
| Rivian Automotive RIVN | United States | $19.9B | -4% | +11% | -53% | n/a | n/a | n/a |
| Traton 8TRA.DE | Germany | $18.9B | +2% | +1% | 6% | 6.1× | n/a | n/a |
| Hyundai Motor India HYUNDAI.NS | India | $18.3B | +16% | +8% | 7% | 33.0× | 26.6% | +11.8% |
Ford Motor has 67 bonds outstanding with $67.0B face value. The agencies rate it BBB-; its bonds trade like BB+. Weighted yield 5.86%, a spread of 153 bp over government bonds.