NYSE:F

Ford Motor (F)

14.68
-0.18 (1.21%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 31, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Ford Motor Company, trading under the symbol F-N, is currently characterized by mixed reviews from various experts. While some believe the stock is undervalued, trading at an attractive 8x price-to-earnings ratio and offering a 4% dividend yield, others highlight significant challenges in the EV sector and competition from rivals like GM. The company's heavy investment in battery plants is seen as a potential pivot, though the transition to EVs has so far resulted in substantial losses. Concerns over interest rates and a bifurcated economy underline the cyclical nature of the automotive industry. Experts suggest Ford's long-term growth may hinge on effective management of costs, strategies for commercial vehicles, and the unfolding dynamics of EV demand.

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Consensus
mixed
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Valuation
undervalued
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DON'T BUY
He admires the company, having survived 2008 without a bail-out and have improved their trucking line. They're also releasing an e-car. But they can't get traction among investors. He can't say offhand if the dividend is safe.
DON'T BUY
The overall auto industry came back from 2009. It came roaring back and then slowly came down in the US. Global sales are the same. Investors don’t want to go into a mature industry that has to change. The industry is seasonally strong at this time but he would not be taking it on now.
HOLD
Dividend safe? He does not own them. They are seeing more pressure than most in the space. Auto sales in China and the US are falling. The industry is moving more toward electric cars, so there is a lot of room for change in the sector and he wonders how Ford will adjust. The dividend looks safe and cash flow is positive. You could continue to hold it, but he would not add to this name or sector.
BUY
He owns this. You really own this for the dividend -- yield 6.5% and 80% payout. It is trading at 7 times earnings and 4 times cash flow. The challenge is typical for all traditional auto makers, lower sales and increased competition, but the metrics are compelling to own it.
DON'T BUY
Transition from combustion to electrical vehicles is a growing trend. The auto cycle has seen a recovery but it’s petered out. Lots of uncertainty around how companies will participate. A large portion of the business is still traditional automobiles.
HOLD
It has come off a lot because they did a large expansion at the beginning of the decade. They were banking on an increase in sales. They have a larger cost base and sales are coming off. Typically downturns in the auto sector are four years long and we are in year three. Ford would have the biggest ability to increase when the sector picks up.
DON'T BUY
Extremely cyclical. In late part of the cycle, don't overweight stocks like this. Sideways last 12 months. Technically, not keen on the company. The chart tells the story. Dividend is safe.
DON'T BUY
It is a value play at 7x earnings, great dividend. No debt, great balance sheet. Problem is auto industry is going through change. So people don't know what the catalyst is going forward. Increased competition with e-cars. They've been hazy about how they're going to reach targets. Dividend close to 7%.
COMMENT

He owns this personally, but does not recommend it for his investors because of the debt levels it holds. He likes how they are refreshing the product offerings and the JV with Volkswagen. Probably not the best time to be in auto stocks.

COMMENT

China, the US and Europe are Ford's biggest markets. Europe is slowing and the experiment in China has been a disaster. In North America, they are moving out of cars to focus only on trucks. The auto space will recover, but he would play it via Linamar (auto parts) instead.

DON'T BUY
Doesn't own any automakers. Chart a series of lower lows, and lower highs. Seems cheap, but long-term growth rate is negative. Dividend is uncertain. Very cyclical, and we're very late in the cycle.
DON'T BUY

The car-buying cycle is uncertain due to Uber, scooters and millennials not buying cars because they live downtown, not to mention e-cars. Ford has never been a great long-term performer, and the future of cars looks cloudy.

DON'T BUY
Ford is in a transition from a market dominated by cars to own dominated by SUVs and pick-ups, and from gas vehicles to electric. Highly disruptive to Ford in a late cycle. This is now a fast-growing market. Ford can only shuffle its existing assets. Not a good situation for Ford.
HOLD
He does not own any auto holdings. F-N appears to be bottoming in price, flying in the face of weak economic fundamentals. He hopes it will hold value and thinks they have interesting models coming out. He is not recommending it as a buy.
HOLD
They announced they are getting out of cars in North America to focus on pickups and SUVs. In rural areas gasoline driven vehicles will be around for a long, long time. A pickup truck is a must if you are in the trades.
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