(F) Ford Motor - Overview
Sector: Consumer Cyclical | Industry: Auto Manufacturers | Exchange: NYSE (USA) | Market Cap: 57.698m USD | Total Return: 30.8% in 12m
Industry Rotation: +5.9
Avg Turnover: 524M
EPS Trend: -38.0%
Qual. Beats: 1
Rev. Trend: 57.4%
Qual. Beats: 8
Warnings
High Debt/EBITDA (14.0) with thin interest coverage (0.9)
Interest Coverage Ratio 0.9 is critical
Altman Z'' 0.66 < 1.0 - financial distress zone
Tailwinds
No distinct edge detected
Ford Motor Company (NYSE: F) is a global automotive manufacturer headquartered in Dearborn, Michigan, operating through distinct segments: Ford Blue (internal combustion and hybrid), Ford Model e (electric vehicles), and Ford Pro (commercial and fleet services). The company’s business model integrates vehicle design and production with a robust financial services arm, Ford Credit, which provides retail financing, leasing, and wholesale loans to dealerships.
The automotive industry is currently characterized by a capital-intensive transition toward electrification and software-defined architectures, requiring legacy manufacturers to balance traditional profit engines with high-growth EV development. Ford utilizes a franchised dealer network to distribute its Ford and Lincoln brands across North America, Europe, and international markets.
Investors can further evaluate these segment-specific growth drivers and valuation metrics on ValueRay.
- Ford Pro commercial vehicle segment sustains high margins and recurring services revenue
- Ford Blue internal combustion and hybrid pivot mitigates slow electric vehicle adoption
- Electric vehicle production losses and battery costs pressure overall corporate profitability
- High interest rates and financing costs impact Ford Credit and consumer demand
- Labor cost increases and union contract terms affect long-term manufacturing margins
| Net Income: -6.11b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.04 > 0.02 and ΔFCF/TA 0.95 > 1.0 |
| NWC/Revenue: 5.08% < 20% (prev 7.83%; Δ -2.75% < -1%) |
| CFO/TA 0.07 > 3% & CFO 18.92b > Net Income -6.11b |
| Net Debt (139.48b) to EBITDA (9.99b): 13.96 < 3 |
| Current Ratio: 1.09 > 1.5 & < 3 |
| Outstanding Shares: last quarter (4.07b) vs 12m ago 1.50% < -2% |
| Gross Margin: 9.18% > 18% (prev 0.08%; Δ 909.7% > 0.5%) |
| Asset Turnover: 66.97% > 50% (prev 64.27%; Δ 2.70% > 0%) |
| Interest Coverage Ratio: 0.93 > 6 (EBITDA TTM 9.99b / Interest Expense TTM 3.77b) |
| A: 0.03 (Total Current Assets 116.33b - Total Current Liabilities 106.68b) / Total Assets 282.43b |
| B: 0.09 (Retained Earnings 24.45b / Total Assets 282.43b) |
| C: 0.01 (EBIT TTM 3.50b / Avg Total Assets 283.49b) |
| D: 0.07 (Book Value of Equity 16.61b / Total Liabilities 244.95b) |
| Altman-Z'' Score: 0.66 = B |
| DSRI: 0.94 (Receivables 63.41b/65.22b, Revenue 189.86b/182.87b) |
| GMI: 0.86 (GM 9.18% / 7.88%) |
| AQI: 1.05 (AQ_t 0.35 / AQ_t-1 0.33) |
| SGI: 1.04 (Revenue 189.86b / 182.87b) |
| TATA: -0.09 (NI -6.11b - CFO 18.92b) / TA 282.43b) |
| Beneish M-Score: -3.24 (Cap -4..+1) = AA |
Over the past week, the price has changed by +10.14%, over one month by +6.76%, over three months by -3.97% and over the past year by +30.80%.
- StrongBuy: 3
- Buy: 2
- Hold: 17
- Sell: 1
- StrongSell: 3
| Analysts Target Price | 13.7 | 2.2% |
P/S = 0.3039
P/B = 1.3107
P/EG = 8.4768
Revenue TTM = 189.86b USD
EBIT TTM = 3.50b USD
EBITDA TTM = 9.99b USD
Long Term Debt = 106.33b USD (from longTermDebt, last quarter)
Short Term Debt = 50.79b USD (from shortTermDebt, last quarter)
Debt = 157.13b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 139.48b USD (from netDebt column, last quarter)
Enterprise Value = 184.34b USD (57.70b + Debt 157.13b - CCE 30.49b)
Interest Coverage Ratio = 0.93 (Ebit TTM 3.50b / Interest Expense TTM 3.77b)
EV/FCF = 15.46x (Enterprise Value 184.34b / FCF TTM 11.92b)
FCF Yield = 6.47% (FCF TTM 11.92b / Enterprise Value 184.34b)
FCF Margin = 6.28% (FCF TTM 11.92b / Revenue TTM 189.86b)
Net Margin = -3.22% (Net Income TTM -6.11b / Revenue TTM 189.86b)
Gross Margin = 9.18% ((Revenue TTM 189.86b - Cost of Revenue TTM 172.44b) / Revenue TTM)
Gross Margin QoQ = 18.36% (prev 3.72%)
Tobins Q-Ratio = 0.65 (Enterprise Value 184.34b / Total Assets 282.43b)
Interest Expense / Debt = 1.79% (Interest Expense 2.81b / Debt 157.13b)
Taxrate = 12.40% (361.0m / 2.91b)
NOPAT = 3.07b (EBIT 3.50b * (1 - 12.40%))
Current Ratio = 1.09 (Total Current Assets 116.33b / Total Current Liabilities 106.68b)
Debt / Equity = 4.20 (Debt 157.13b / totalStockholderEquity, last quarter 37.45b)
Debt / EBITDA = 13.96 (Net Debt 139.48b / EBITDA 9.99b)
Debt / FCF = 11.70 (Net Debt 139.48b / FCF TTM 11.92b)
Total Stockholder Equity = 41.46b (last 4 quarters mean from totalStockholderEquity)
RoA = -2.15% (Net Income -6.11b / Total Assets 282.43b)
RoE = -14.72% (Net Income TTM -6.11b / Total Stockholder Equity 41.46b)
RoCE = 2.37% (EBIT 3.50b / Capital Employed (Equity 41.46b + L.T.Debt 106.33b))
RoIC = 1.52% (NOPAT 3.07b / Invested Capital 201.50b)
WACC = 3.74% (E(57.70b)/V(214.82b) * Re(9.65%) + D(157.13b)/V(214.82b) * Rd(1.79%) * (1-Tc(0.12)))
Discount Rate = 9.65% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -24.44 | Cagr: 0.43%
[DCF] Terminal Value 88.44% ; FCFF base≈10.88b ; Y1≈13.42b ; Y5≈22.89b
[DCF] Fair Price = 134.1 (EV 664.14b - Net Debt 139.48b = Equity 524.66b / Shares 3.91b; r=6.0% [WACC]; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: -38.02 | EPS CAGR: -0.79% | SUE: 3.81 | # QB: 1
Revenue Correlation: 57.36 | Revenue CAGR: 1.98% | SUE: 1.29 | # QB: 8
EPS current Quarter (2026-06-30): EPS=0.36 | Chg30d=-6.76% | Revisions=-43% | Analysts=11
EPS next Quarter (2026-09-30): EPS=0.36 | Chg30d=-25.33% | Revisions=-71% | Analysts=11
EPS current Year (2026-12-31): EPS=1.61 | Chg30d=+5.80% | Revisions=+58% | GrowthEPS=+47.5% | GrowthRev=-1.0%
EPS next Year (2027-12-31): EPS=1.85 | Chg30d=+1.00% | Revisions=+16% | GrowthEPS=+15.2% | GrowthRev=+2.8%
[Analyst] Revisions Ratio: -71%