Ford Motor Company (F) Stock

Ford Motor Company (F) is a Consumer Discretionary stock trading at $14.42 (as of 2026-08-21), with a market capitalization of $58.70B and a trailing P/E of 10.8. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Ford Motor Company develops, delivers, and services a range of Ford trucks, commercial cars and vans, sport utility vehicles, and Lincoln luxury vehicles worldwide. It operates through Ford Blue, Ford Model e, and Ford Pro; Ford Next; and Ford Credit segments. The company sells Ford and Lincoln vehicles, service parts, and accessories through distributors and dealers, as well as through dealerships to commercial fleet customers, daily rental car companies, and governments. It also engages in vehicle-related financing and leasing activities to and through automotive dealers. In addition, the company provides retail installment sale contracts for new and used vehicles; and direct financing leases for new vehicles to retail and commercial customers, such as leasing companies, government entities, daily rental companies, and fleet customers. Further, it offers wholesale loans to dealers to finance the purchase of vehicle inventory; and loans to dealers to finance working capital and enhance dealership facilities, purchase dealership real estate, and other dealer vehicle programs. The company was incorporated in 1903 and is based in Dearborn, Michigan.

Understand Ford Motor Company: how it makes money

Ford develops, delivers, and services Ford trucks, commercial cars and vans, sport utility vehicles, and Lincoln luxury vehicles, and makes money by selling vehicles and related parts/accessories through dealers and fleets, plus providing vehicle-related financing and leasing to customers through dealers and dealerships.

Ford's profit engine appears to rely on established vehicle and service businesses (including Ford Pro) to offset ongoing EBIT losses shown for Ford Model e in the provided data.

Business quality (Weak): Segment-level revenue breakdown is not cleanly alignable to the stated total revenue (43.3B) using only the provided segment candidates, so this panel avoids asserting a full mutually exclusive segment split.

Bull case

  • Improving profitability in the core North America business is a direct operating signal: Provided data includes “Adjusted EBIT - North America segment” of 9.2 (USD_B).
  • Future demand visibility may support higher utilization and revenue capture: Provided data includes “Order bank (US revenue potential)” of 17.0 (USD_B).

Bear case

  • Ford Model e has reported EBIT losses, which can pressure consolidated results until profitability improves: Provided data includes “Ford Model e segment EBIT losses (YTD)” of 3.6 (USD_B), and “Revenue - Model E losses” of 1.3 (USD_B).
  • Regional weak points can add downside even if other areas perform: Provided data includes “Loss - China (segment)” of 0.6 (USD_B).
Valuation — source: SEC EDGAR (first-party)
Price$14.42
Market Cap$58.70B
P/E Ratio10.8
EV / EBITDA3.3
Price / Book1.57
Price / Sales0.32
FCF Yield34.2%
DCF Value (model)$59.10
DCF Upside vs Price309.8%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$187.27B
Net Margin-4.4%
Revenue Growth (YoY)1.2%
EPS Growth (YoY)-239.2%
FCF Growth (YoY)85.0%
Financial Health — source: SEC EDGAR
Altman Z-Score0.82 (distress)
Valuation vs Sector & Industry
Stock P/E10.8
Sector P/E (Consumer Discretionary)20.7
Industry P/E (Automobiles & Trucks)17.4
vs Sector-47.9%
vs Industry-38.0%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($6.19B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorConsumer Discretionary
IndustryAutomobiles & Trucks
CEOJames Duncan Farley Jr.
Employees170,000
CountryUS
IPO Date1972-06-01

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F earnings history · F institutional & insider holders · F KPIs & operating metrics · F financials · F investor presentations & press releases · F SEC filings · F peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.