Ford's stock has outperformed over the past year, but how does it truly measure up against rivals in the transitioning automotive landscape? A closer look reveals steady revenue growth and strong cash flow generation, supported by a moderate valuation compared to some peers. However, operating margins lag some competitors, and the company faces persistent challenges within the automotive sector, including slowing EV sales growth and intense competition.
F's 1.9% operating margin, lowest among peers, signals EV losses and high warranty costs, while HOG's 11.9% reflects its profitable niche.F's 3.7% LTM revenue growth, outpacing GM, PCAR, HOG, indicates Ford Pro segment strength amidst industry-wide slow EV adoption and tariffs.F's 24.1% gain, outperforming peers, and 11.1 PE reflect investor belief in Ford Pro strength and cost-cutting, despite ongoing EV segment losses.
Here's how Ford Motor stacks up across size, valuation, and profitability versus key peers.
FGMPCARHOGMarket Cap ($ Bil)52.568.755.22.9Revenue ($ Bil)189.6187.429.54.7PE Ratio11.122.620.55.8LTM Revenue Growth3.7%2.6%-15.2%-16.0%LTM Operating Margin1.9%4.3%11.4%11.9%LTM FCF Margin6.3%-0.9%10.8%8.4%12M Market Return24.1%22.2%-6.2%-28.1%
For more details on Ford Motor, read Buy or Sell F Stock. Below we compare F's growth, margin, and valuation with peers across years