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F-PD Stock Analysis 2026 - FORD MOTOR CO AI Rating

F-PD NYSE Motor Vehicles & Passenger Car Bodies DE CIK: 0000037996
Recently Updated • Analysis: Mar 24, 2026 • SEC Data: 2025-12-31
SELL
85% Conf
Pending
Analysis scheduled

📊 F-PD Key Takeaways

Revenue: $187.3B
Net Margin: -4.4%
Free Cash Flow: $12.5B
Current Ratio: 1.07x
Debt/Equity: 0.01x
EPS: $-2.06
AI Rating: SELL with 85% confidence

Is F-PD a Good Investment? Thesis Analysis

Claude

Ford is experiencing severe operational distress with negative operating income of -9.2B and negative net income of -8.2b despite 187.3B in revenue, indicating fundamental profitability challenges in the core business. While the company maintains adequate liquidity with 23.4B cash and positive free cash flow of 12.5B, the persistent operational losses, negative returns on equity (-22.8%) and assets (-2.8%), and deteriorating profitability margins suggest structural problems that require significant operational restructuring.

Why Buy F-PD? Key Strengths

Claude
  • + Strong cash position of 23.4B provides liquidity buffer
  • + Positive operating cash flow of 21.3B and free cash flow of 12.5B despite losses
  • + Reasonable current ratio of 1.07x indicates short-term solvency capability
  • + Low debt-to-equity ratio of 0.01x shows minimal financial leverage risk

F-PD Investment Risks to Consider

Claude
  • ! Severe operational losses with -9.2B operating income and -4.9% operating margin
  • ! Negative net income of -8.2B with -4.4% net margin indicating unprofitable core operations
  • ! Negative returns on equity (-22.8%) and assets (-2.8%) destroying shareholder value
  • ! Interest coverage ratio of -1.2x shows inability to cover debt service from operations
  • ! High insider activity with 33 Form 4 filings in 90 days may signal management concern
  • ! Deteriorating profitability trend with worsening EPS (-241.1% YoY)

Key Metrics to Watch

Claude
  • * Operating margin recovery trajectory and path to positive operating income
  • * Working capital efficiency and cash burn rate sustainability
  • * Capital expenditure effectiveness in next generation vehicle platforms
  • * Operating cash flow stability given negative profitability

F-PD Financial Metrics

Revenue
$187.3B
Net Income
$-8.2B
EPS (Diluted)
$-2.06
Free Cash Flow
$12.5B
Total Assets
$289.2B
Cash Position
$23.4B

💡 AI Analyst Insight

FORD MOTOR CO presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

F-PD Profitability Ratios

Gross Margin N/A
Operating Margin -4.9%
Net Margin -4.4%
ROE -22.8%
ROA -2.8%
FCF Margin 6.7%

F-PD vs Default Sector

How FORD MOTOR CO compares to Default sector averages

Net Margin
F-PD -4.4%
vs
Sector Avg 12.0%
F-PD Sector
ROE
F-PD -22.8%
vs
Sector Avg 15.0%
F-PD Sector
Current Ratio
F-PD 1.1x
vs
Sector Avg 1.8x
F-PD Sector
Debt/Equity
F-PD 0.0x
vs
Sector Avg 0.7x
F-PD Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is F-PD Overvalued or Undervalued?

Based on fundamental analysis, FORD MOTOR CO has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
-22.8%
Sector avg: 15%
Net Profit Margin
-4.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.01x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

F-PD Balance Sheet & Liquidity

Current Ratio
1.07x
Quick Ratio
0.94x
Debt/Equity
0.01x
Debt/Assets
87.6%
Interest Coverage
-1.20x
Long-term Debt
$291.0M

F-PD 5-Year Financial Trend & Growth Analysis

F-PD 5-year financial data: Year 2021: Revenue $155.9B, Net Income N/A, EPS $0.01. Year 2022: Revenue $158.1B, Net Income N/A, EPS $-0.32. Year 2023: Revenue $176.2B, Net Income $17.9B, EPS $4.45. Year 2024: Revenue $185.0B, Net Income -$2.0B, EPS $-0.49. Year 2025: Revenue $187.3B, Net Income N/A, EPS $1.08.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: FORD MOTOR CO's revenue has grown significantly by 20% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.08 reflects profitable operations.

F-PD Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
6.7%
Free cash flow / Revenue

F-PD Quarterly Performance

Quarterly financial performance data for FORD MOTOR CO including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $46.2B N/A $0.22
Q2 2025 $47.8B -$36.0M $-0.01
Q1 2025 $40.7B $471.0M $0.12
Q3 2024 $43.8B $892.0M $0.22
Q2 2024 $45.0B $1.3B $0.46
Q1 2024 $41.5B $1.3B $0.33
Q3 2023 $39.4B $667.0M $-0.21
Q2 2023 $40.2B $1.8B $0.16

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

F-PD Capital Allocation

Operating Cash Flow
$21.3B
Cash generated from operations
Capital Expenditures
$8.8B
Investment in assets
Dividends Paid
$3.0B
Returned to shareholders

F-PD SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for FORD MOTOR CO (CIK: 0000037996)

📋 Recent SEC Filings

Date Form Document Action
Mar 13, 2026 8-K f-20260313.htm View →
Mar 5, 2026 4 xslF345X05/wk-form4_1772746870.xml View →
Mar 5, 2026 4 xslF345X05/wk-form4_1772746840.xml View →
Mar 5, 2026 4 xslF345X05/wk-form4_1772746813.xml View →
Mar 5, 2026 4 xslF345X05/wk-form4_1772746773.xml View →

Frequently Asked Questions about F-PD

What is the AI rating for F-PD?

FORD MOTOR CO (F-PD) has an AI rating of SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are F-PD's key strengths?

Claude: Strong cash position of 23.4B provides liquidity buffer. Positive operating cash flow of 21.3B and free cash flow of 12.5B despite losses.

What are the risks of investing in F-PD?

Claude: Severe operational losses with -9.2B operating income and -4.9% operating margin. Negative net income of -8.2B with -4.4% net margin indicating unprofitable core operations.

What is F-PD's revenue and growth?

FORD MOTOR CO reported revenue of $187.3B.

Does F-PD pay dividends?

FORD MOTOR CO pays dividends, with $2,989.0M distributed to shareholders in the trailing twelve months.

Where can I find F-PD SEC filings?

Official SEC filings for FORD MOTOR CO (CIK: 0000037996) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is F-PD's EPS?

FORD MOTOR CO has a diluted EPS of $-2.06.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is F-PD a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, FORD MOTOR CO has a SELL rating with 85% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is F-PD stock overvalued or undervalued?

Valuation metrics for F-PD: ROE of -22.8% (sector avg: 15%), net margin of -4.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy F-PD stock in 2026?

Our dual AI analysis gives FORD MOTOR CO a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is F-PD's free cash flow?

FORD MOTOR CO's operating cash flow is $21.3B, with capital expenditures of $8.8B. FCF margin is 6.7%.

How does F-PD compare to other Default stocks?

Vs Default sector averages: Net margin -4.4% (avg: 12%), ROE -22.8% (avg: 15%), current ratio 1.07 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2025-12-31 | Powered by Claude AI