Ford Motor
NYSE:F Community- 2 Narratives written by author
- 0 Comments on narratives written by author
- 416 Fair Values set on narratives written by author
BA
Equity Analyst
Rising Labor Costs, Tight Competition And Stricter Credit Conditions Put Pressure On EBIT
Key Takeaways Ford’s failure to launch a meaningful EV campaign will see them lose out in Europe and Asia. Increase labor costs following Union strikes will put pressure on Automotive EBIT margins Strict credit conditions over the next few years will hurt Ford’s sales volumes and financing margins Catalysts Rising Competition In EV Market Will Limit Sales Growth Trajectory Ford was one of the many manufacturers that have had to realign their focus with climate action in mind.
View narrativeUS$9.70
FV
4.3% undervalued intrinsic discount3.50%
Revenue growth p.a.
6users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
4 months ago author updated this narrative
WA
Consensus Narrative from 24 Analysts
Restructuring And EV Strategy Will Drive Future Operational Success
Key Takeaways Restructuring in key regions and operational efficiency efforts are driving improved profitability and enhancing net margins and cash flow. Innovation in EVs and hybrid vehicles, along with Ford Pro's high-margin software services, is set to boost revenue and earnings stability.
View narrativeUS$11.68
FV
20.6% undervalued intrinsic discount-0.38%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
49users have followed this narrative
24 days ago author updated this narrative