Ford Motor Company F

What the company does

Ford Motor Company is a large-cap company in the Consumer Cyclical sector (Auto Manufacturers), with a market value of $46.3B, based in the USA.

It employs about 169,000 people and has been listed since Jun 01, 1972.

Ford Motor Company develops, delivers, and services Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles in the United States, Canada, the United Kingdom, Mexico, and internationally. It operates through Ford Blue, Ford Model e, Ford Pro, and Ford Credit segments. The company sells Ford and Lincoln internal combustion engine and hybrid vehicles, electric vehicles, service parts, accessories, and digital services for retail customers; develops EV and digital vehicle technologies, and software; and provides telematics and EV charging solutions.

Cheap or expensive? relatively cheap

The company is loss-making, so it has no P/E — we compare on price-to-sales instead.

Its price-to-sales (P/S) is 0.2 versus 1.9 for 4 direct peers — relatively cheap.

Revenue is shrinking 4% versus the same quarter last year.

The average analyst price target is 15.56, 34% above the current price (their view, not ours).

The stock sits at 11% of its one-year range (0% = the low, 100% = the high).

The risks

• • The company is loss-making.
• ⚠️ Net debt is 3.7× shareholders' equity — high leverage.
• • The stock is more volatile than average (beta 1.9) — big daily moves both ways.
• • The stock is 34% below its one-year high.
• • Quarterly report in 3 days (2026-10-28) — a day the stock can move a lot.

Strengths

• ✅ Generates free cash flow — profit becomes cash in the bank.
• ✅ Most analysts rate it buy (8 vs 0).
• ✅ Pays a dividend (5.0% a year).

What changed this week

Over the past week the stock fell 6.7% (for comparison: S&P 500 -0.4%, sector ETF XLY +0.6%).

This week's news

• SA Asks: How can General Motors get back on track? seekingalpha.com · 2026-10-24
  What the article says

  [General Motors Lowers Its Growth Expectations Amid Steel And Aluminum Tariffs] Justin Sullivan Shares of General Motors (GM [https://seekingalpha.com/symbol/GM]) slid significantly this week after the legacy automaker released a weaker-than-expected forecast, fanning concerns about the company's rising costs and… source ↗

• Consumer Discretionary Earnings: EPS beats outpace revenue seekingalpha.com · 2026-10-24
  What the article says

  [Consumer Discretionary Apparel Stock Market Industry Sector Wall Street Buildings 3d Illustration] iQoncept/iStock via Getty Images Consumer discretionary companies delivered stronger results against EPS expectations than revenue estimates this week. Six of nine beat on earnings, but only four topped revenue… source ↗

• Ford, GM, Stellantis stocks decline for week ending Oct. 23 finance.yahoo.com · 2026-10-24
  What the article says

  GM's stock price dropped the same week it reported earnings and announced a $20 billion stock buyback. Video Transcript 00:01 Speaker A Ford Motor Company, General Motors and Jeep parent Stellantis all saw their stock prices drop for the week ending Friday October 23rd. 00:08 Speaker A The share price decline came the… source ↗

• Ford Motor (F) Faces Fresh Fuel Pump Legal Risk As Undervalued Narrative Holds finance.yahoo.com · 2026-10-23
  What the article says

  Ford Motor (F) is back under the legal spotlight after a federal judge certified state classes in a long running lawsuit over CP4 fuel pumps used in certain 6.7L diesel trucks. At a share price of $11.94, Ford Motor has seen pressure in recent months, with the 30 day share price return down 8.86% and the 90 day move… source ↗

• Exploring Analyst Estimates for Ford Motor (F) Q3 Earnings, Beyond Revenue and EPS finance.yahoo.com · 2026-10-23
  What the article says

  In its upcoming report, Ford Motor Company (F) is predicted by Wall Street analysts to post quarterly earnings of $0.39 per share, reflecting a decline of 13.3% compared to the same period last year. Revenues are forecasted to be $45.67 billion, representing a year-over-year decrease of 3.2%. The consensus EPS… source ↗

• Why Trump Can't Afford to Lose The Rare Earth Race finance.yahoo.com · 2026-10-23
  What the article says

  For years, the West has searched for a technological escape hatch from rare earths. Engineers have developed new motor designs, alternative magnet chemistries, and materials that reduce or even eliminate the need for some critical minerals. Every time China tightens export controls, those efforts receive another burst… source ↗

What changed since last week

• New risk flag: deep drawdown from the high.

• The price fell 6.7% since the last summary.