
Ford Motor (F) stock
Consumer Discretionary · Automobile Manufacturers
Ford Motor (F) is an Automobile Manufacturers company in the Consumer Discretionary sector, headquartered in Dearborn, Michigan. As of October 23, 2026, F closed at $11.60, a market capitalization of $46.26 billion, the 246th largest company in the S&P 500. Over the last twelve months it generated $187.97 billion in revenue (-4% year over year) and $7.28 billion in free cash flow.
- 1-year total return: -1.6% (dividends reinvested)
- 5-year return: -0.6% a year
- 52-week range: $11.11 – $17.78
- Gross margin 7.1%, operating margin 1.9%
- Dividend yield: 5.17%
- FI Handbook report card: D+ across 10 metrics
- 22nd largest of 47 Consumer Discretionary stocks in the S&P 500
F price chart
1Y price change: -6.0% (price only; total returns below include dividends)
| Total return | 1M | YTD | 1Y | 3Y | 5Y | 10Y | MAX |
|---|---|---|---|---|---|---|---|
| F | -10.4% | -8.5% | -1.6% | +6.9% | -0.6% | +5.0% | +7.7% |
Dividends reinvested. 3Y and longer are annualized; MAX is annualized since 1972.
F key statistics
- Market cap
- $46.3B
- #246 in S&P 500
- P/E (TTM)
- —
- Forward P/E
- 6.0x
- EPS (TTM)
- $-1.88
- Revenue (TTM)
- $188.0B
- -4%
- Free cash flow
- $7.3B
- Gross margin
- 7.1%
- Operating margin
- 1.9%
- Return on equity
- -18.3%
- Dividend yield
- 5.17%
- 52-week range
- $11.11 – $17.78
- Beta
- 1.94
- Price / sales
- 0.2x
- EV / EBITDA
- 24.5x
- Debt / equity
- 4.57x
- Employees
- 169,000
F report card
D+Ten fundamentals graded A to F against fixed thresholds. Not a buy or sell rating.
- Revenue growth-3.8%F
- Gross margin7.1%F
- Operating margin1.9%D
- FCF margin3.9%D
- Return on equity-18.3%F
- Net debt / EBITDA18.5xF
- Forward P/E6.0xA
- PEG ratio8.5xF
- Shareholder yield5.2%A
- Share count change / yr0.0%C
Ford Motor financials
Revenue went from $151.8B in fiscal 2016 to $187.3B in fiscal 2025, growing 2.4% a year.
| Fiscal year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $151.8B | $156.8B | $160.3B | $155.9B | $127.1B | $136.3B | $158.1B | $176.2B | $185.0B | $187.3B |
| Gross profit | $25.6B | $25.5B | $24.1B | $21.2B | $14.4B | $21.7B | $23.7B | $25.6B | $26.6B | $12.8B |
| Operating income | — | $4.9B | $3.2B | $574.0M | -$4.4B | $4.5B | $6.3B | $5.5B | $5.2B | -$9.2B |
| Net income | $4.6B | $7.8B | $3.7B | $84.0M | -$1.3B | $17.9B | -$2.0B | $4.3B | $5.9B | -$8.2B |
| EPS (diluted) | $1.15 | $1.93 | $0.92 | $0.01 | $-0.32 | $4.45 | $-0.49 | $1.08 | $1.46 | $-2.06 |
| Free cash flow | — | $11.0B | $7.2B | $10.0B | $18.5B | $9.6B | -$13.0M | $6.7B | $6.7B | $12.5B |
| Buybacks | $145.0M | $131.0M | $164.0M | $237.0M | $0 | $0 | $484.0M | $335.0M | $426.0M | $0 |
| Dividends paid | $3.4B | $2.6B | $2.9B | $2.4B | $596.0M | $403.0M | $2.0B | $5.0B | $3.1B | $3.0B |
| Diluted shares | 4.0B | 4.0B | 4.0B | 4.0B | 4.0B | 4.0B | 4.0B | 4.0B | 4.0B | 4.0B |
Source: SEC filings (10-K XBRL). EPS and share counts are split-adjusted.
What's priced into F?
A reverse DCF asks what growth the current price requires. With an enterprise value of $187.4B and $7.3B of trailing free cash flow, Ford Motor needs to grow free cash flow about 16.9% a year for ten years (fading to 3.0% terminal growth) to earn a 10% annual return. For context, free cash flow grew -7.6% a year over the last five years.
P/E ratio history
Current 9.7x vs. median 9.2x (10th–90th percentile 2.9x–47.8x).
A model, not a forecast or advice. Small changes in assumptions move the answer a lot.
F dividend
- Dividend yield
- 5.17%
- Annual dividend
- $0.60
- Years of increases
- —
- 5-yr dividend growth
- 24.6%
- per year
- Payout ratio
- 64%
- Payments per year
- 4
Regular dividends per share by calendar year; special dividends excluded. Current year omitted until complete.
F analyst price targets
18 analysts' average 12-month target is $15.56 (+34% vs. $11.60). Targets range from $12.80 to $20.00. 40% rate it a buy.
F earnings
Next report: October 28, 2026. Ford Motor has beaten EPS estimates 2 quarters in a row. Last quarter's revenue was $48.3B (-4% year over year).
| Report date | EPS estimate | EPS actual | Surprise |
|---|---|---|---|
| Jul 28, 2026 | $0.35 | $0.42 | +21.3% |
| Apr 29, 2026 | $0.19 | $0.66 | +256.6% |
| Feb 10, 2026 | $0.19 | $0.13 | -32.9% |
| Oct 23, 2025 | $0.36 | $0.45 | +25.4% |
| Jul 30, 2025 | $0.33 | $0.37 | +11.1% |
| May 5, 2025 | $0.02 | $0.14 | +557.0% |
| Feb 5, 2025 | $0.32 | $0.39 | +20.4% |
| Oct 28, 2024 | $0.47 | $0.49 | +3.5% |
Stocks like F
| Name | Today | 1Y | Mkt cap | P/E | |
|---|---|---|---|---|---|
| -0.63% | -17% | $1.5T | 409.0x | Compare | |
| -1.67% | +15% | $64.5B | 16.6x | Compare | |
| -0.95% | +12% | $2.7T | 20.0x | Compare | |
| -2.41% | -15% | $319.1B | 21.5x | Compare | |
| -1.65% | -17% | $175.8B | 20.2x | Compare | |
| -1.57% | +3% | $159.6B | 26.9x | Compare | |
| -3.27% | -23% | $117.1B | 17.3x | Compare | |
| -1.09% | +21% | $114.9B | 58.3x | Compare |
F news
- Wall Street Lowers the Bar: Why Ford’s Q3 Earnings on Oct. 28 Could Trigger a Surprise October Breakout · Oct 24, 2026
- Ford Yields Nearly 5%. Is the Dividend Safe With Earnings in the Red? · Oct 24, 2026
- Ford, GM, Stellantis stocks decline for week ending Oct. 23 · Oct 24, 2026
- Stocktwits Zero To Sixty: Tesla And SpaceX Form Merger Committees As Profits Drop, While Rivian Buys AI Startup And GM, Ford Advance EV Plans · Oct 24, 2026
- Ford Motor (F) Faces Fresh Fuel Pump Legal Risk As Undervalued Narrative Holds · Oct 23, 2026
F stock FAQ
What is F's market cap?
Ford Motor's market capitalization is $46.26 billion as of October 23, 2026, ranking 246th in the S&P 500.
Does F pay a dividend?
Yes. Ford Motor pays $0.60 per share a year, a 5.17% yield. Dividends grew 24.6% a year over the last five years.
How much has F stock returned?
Including reinvested dividends, F returned -1.6% over one year, -0.6% a year over five years, +5.0% a year over ten years through October 23, 2026.
Is F stock overvalued?
At today's price, a reverse discounted cash flow model (10% discount rate, 3% terminal growth) implies Ford Motor must grow free cash flow about 17% a year for the next decade. Its free cash flow fell 8% a year over the last five years. Whether that is achievable decides if the stock is cheap or expensive. This is a model, not advice.
What is the F price target?
18 analysts cover F with an average 12-month price target of $15.56, +34% from the current price. 40% of them rate it a buy.
When does F report earnings?
Ford Motor is expected to report earnings on October 28, 2026. It has beaten EPS estimates 2 quarters in a row.
How many employees does Ford Motor have?
Ford Motor has about 169,000 full-time employees, or $1.1 million of revenue per employee.
Sources: SEC EDGAR filings, Yahoo Finance market data (delayed), FI Handbook calculations. Last close October 23, 2026. Methodology