Added to YB: 2025-09-15
Pitch date: 2025-07-28
F [bullish]
Ford Motor Company
+18.85%
current return
Author Info
No bio for this author
Company Info
Ford Motor Company develops, delivers, and services Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles worldwide.
Market Cap
$45.5B
Pitch Price
$11.14
Price Target
N/A
Dividend
6.57%
EV/EBITDA
18.66
P/E
14.64
EV/Sales
0.96
Sector
Automobiles
Category
special_situation
Ford Motor Company - $F
F: Trump admin regulatory changes to eliminate GHG/CAFE standards that force Ford to lose $5.1B annually on EVs to sell profitable ICE vehicles. 80% US assembly benefits from tariffs. Current 6-8x earnings multiple on business that could see EBIT double/triple as $15B+ ICE profits freed from EV albatross. Catalyst: Zeldin removing GHG regs.
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