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F Ford Motor Company

auto · 2026-10-16

N/A
too hard · 24
Owner-earnings value—
Price$12.31
Margin of safety —

Quality gate · 24/100

Returns on capital 0/30
Consistency 6.0/22
Margins / pricing power 3.7/16
Balance sheet 0/16
Cash conversion 10/10
Capital allocation 4.6/6

⚠ sub-hurdle returns (median roic 1% < 9%) · over-levered (net debt/EBITDA 40.5x > 4x) · unprofitable in too many years

Median ROIC0.7%
Gross margin2.2%
Net debt / EBITDA40.5x
FCF conversion41071%
Share count / yr-0.1%
Profitable years2/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)-2.89B
Owner-earnings yield-5.9%
Free-cash-flow yield14.8%
Growth used (normalized)—
Terminal growth—
Discount rate (hurdle)—

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · non-positive owner earnings — cannot value as a going wonderful business

History

DateQualityPriceValueMoSRating
2026-10-16 24 $12.31 — — N/A
2026-10-05 24 $12.10 — — N/A
2026-09-22 24 $13.17 — — N/A
2026-09-09 24 $14.00 — — N/A
2026-08-27 24 $13.90 — — N/A
2026-08-14 24 $13.89 — — N/A
2026-08-03 24 $14.68 — — N/A
2026-07-21 24 $13.99 — — N/A
2026-07-08 24 $13.56 — — N/A
2026-07-02 24 $13.64 — — N/A
2026-07-01 24 $13.90 — — N/A
2026-06-25 24 $13.84 — — N/A
2026-06-23 24 $14.00 — — N/A