Reading the tape
NYSE: F
Ford Motor Company
Consumer Cyclical · Auto - Manufacturers
Market Cap
$48.30B
52w High
$14.80
52w Low
$9.88
P/E
-8.06
Volume
33.86M
Outstanding Shares
3.92B
Price vs Fundamentals
Why The Stock Is Moving
Fundamentals are supporting the moveModerate confidence
1Y Price: 19.84%Revenue (TTM): 3.82%FCF (TTM): 28.07%P/FCF: 38th pct
What changed
The stock rose 19.84% over the last year. Revenue grew 3.82% over the trailing twelve months. Operating margin moved from 2.19% to 1.84%. Free cash flow grew 28.07% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 38th percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 1.84%. Revenue grew 3.82% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Company profile
Ford Motor Company develops, delivers, and services a range of Ford trucks, commercial cars and vans, sport utility vehicles, and Lincoln luxury vehicles worldwide.
CEOJames Duncan Farley Jr.
SectorConsumer Cyclical
IndustryAuto - Manufacturers
Employees170,000
IPO dateJun 1, 1972
Valuation
Forward P/E—
EV/EBITDA23.04
Enterprise value$196.42B
Stock splits
Aug 3, 2000↑ Forward
Every 40000 shares became 69927
Jun 29, 2000↑ Forward
Every 9607 shares became 10000
Apr 8, 1998↑ Forward
Every 6641 shares became 10000
Jul 6, 1994↑ Forward
Every 1 shares became 2
Jan 13, 1988↑ Forward
Every 1 shares became 2
Jun 3, 1986↑ Forward
Every 2 shares became 3
Dec 2, 1983↑ Forward
Every 2 shares became 3
Jun 27, 1977↑ Forward
Every 4 shares became 5
Profitability & growth
Revenue growth6.38%
Gross margin9.18%▼3.71%vs FY2024
Operating margin1.84%▼50.91%vs FY2024
ROE-22.76%▼273.56%vs FY2024
Analyst consensus
RatingHold
Target price$13.96▲13.27%
16
Buy
24
Hold
6
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jul 29, 2026
Q3 FY26 · EPS est $0.37 · Revenue est $48.09B
View
Dividends
$0.60/shareQuarterlyEx-div May 12, 2026 · in 3dSafeF pays a dividend with a 4.87% declared yield, covered 4.2× by free cash flow.
Declared Yield
4.87%
Annual Div / Share
$0.60
5yr CAGR
+0%
Payout Ratio
—
Safe
Dividend Growth Rate
3yr CAGR
-21.7%
5yr CAGR
+0%
10yr CAGR
-3.42%
Dividend Safety
10/10Safe
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2026$0.60-20.0%
2025$0.75-3.8%
2024$0.78-37.6%
2023$1.25+177.8%
2022$0.45-25.0%
2019$0.60-17.8%
2018$0.73+12.3%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$49/yr
$4/mo
In 5 yrs
$49/yr
$4/mo
In 10 yrs
$49/yr
$4/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$49/yr $4/mo | $49/yr $4/mo | $49/yr $4/mo |
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 4.2× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Risks to Watch
No strong risk signal stands out from the latest period pair.