How Does Ford Motor Stock Stack Up Against Its Peers?
Ford‘s stock has outperformed over the past year, but how does it truly stack up against peers navigating the evolving automotive landscape as of November 25, 2025, marked by a significant shift to electric vehicles and intense competition? A closer look reveals Ford‘s strong LTM revenue growth and an attractive valuation (PE ratio 11.15) relative to GM (22.56) and PCAR (20.51), yet its LTM operating margin (1.9%) trails PCAR (11.4%) and HOG (11.9%). While free cash flow generation is healthy, sustained profitability remains key against rapidly innovating rivals and the financial strain of EV investments.
- F’s 1.9% operating margin, lowest among peers vs. HOG’s 11.9%, signals cost pressures or weaker pricing power.
- F’s 3.7% LTM revenue growth, though low, outpacing GM, PCAR, HOG, indicates relative strength in a soft auto market.
- F’s 24.1% gain (outperforming peers) with an 11.1 PE suggests investor confidence despite potential market undervaluation.
Here’s how Ford Motor stacks up across size, valuation, and profitability versus key peers.
| F | GM | PCAR | HOG | |
|---|---|---|---|---|
| Market Cap ($ Bil) | 52.5 | 68.7 | 55.2 | 2.9 |
| Revenue ($ Bil) | 189.6 | 187.4 | 29.5 | 4.7 |
| PE Ratio | 11.1 | 22.6 | 20.5 | 5.8 |
| LTM Revenue Growth | 3.7% | 2.6% | -15.2% | -16.0% |
| LTM Operating Margin | 1.9% | 4.3% | 11.4% | 11.9% |
| LTM FCF Margin | 6.3% | -0.9% | 10.8% | 8.4% |
| 12M Market Return | 24.1% | 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
Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| F | 3.7% | 5.0% | 11.5% | 15.9% |
| GM | 2.6% | 9.1% | 9.6% | 23.4% |
| PCAR | -15.2% | -4.2% | 21.9% | 22.5% |
| HOG | -16.0% | -11.1% | 1.4% | 7.8% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| F | 1.9% | 2.8% | 3.1% | 4.0% |
| GM | 4.3% | 6.8% | 5.4% | 6.6% |
| PCAR | 11.4% | 14.5% | 16.9% | 12.8% |
| HOG | 11.9% | 8.0% | 13.3% | 15.8% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| F | 11.1 | 6.7 | 11.2 | -23.6 |
| GM | 22.6 | 9.9 | 4.8 | 4.9 |
| PCAR | 20.5 | 13.1 | 11.1 | 11.4 |
| HOG | 5.8 | 8.7 | 7.4 | 8.3 |
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