F
Ford Motor Company
F has a slight edge over LZB overall, supported by stronger valuation and stronger modeled upside.
LZB
La-Z-Boy Incorporated
LZB has lower modeled downside risk, despite its lower overall score.
F Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Under pressure | |
| Strong |
F's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow are under pressure.
LZB Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Strong |
LZB's balance sheet is currently strong, and its revenue, profitability and cash flow are stable.
F PE Valuation
F has no meaningful PE right now: it lost money over the past year.
LZB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.8x | $17.26 | -47% |
| Forward | 13x | $32.53 | — |
| Fair | 14x | $28.41 | -13% |
| Current | 17x | $32.53 | — |
| Expensive | 18x | $36.00 | +11% |
Historical ranges are pointers, not guarantees.
LZB's PE is in its expensive range at 17x. If earnings grow as analysts expect, today's price would be 13x next year's earnings, in its cheap range.
F Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| Low |
Analysts expect F's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
LZB Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect LZB's earnings to grow and its profitability to improve, with its revenue holding steady.
F Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.78 | — |
| Q3 2026 | -$1.97 | -270% |
| Q2 2026 | -$1.87 | -340% |
| Q1 2026 | -$1.55 | -224% |
| Q4 2025 | -$2.06 | -241% |
| Q3 2025 | $1.16 | +32% |
| Q2 2025 | $0.78 | -19% |
| Q1 2025 | $1.25 | +29% |
| Q4 2024 | $1.46 | +35% |
F has swung to a loss: it lost $1.97 per share over the past year, after a profit the year before.
LZB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.59 | +32% |
| Q3 2026 | $1.97 | -9.6% |
| Q2 2026 | $2.47 | +5.1% |
| Q1 2026 | $2.01 | -31% |
| Q4 2025 | $2.17 | -25% |
| Q3 2025 | $2.18 | -22% |
| Q2 2025 | $2.35 | -17% |
| Q1 2025 | $2.91 | +7.8% |
| Q4 2024 | $2.89 | +4% |
LZB has the edge over F on earnings quality, reporting a profit while its opponent remains loss making.
F Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $49.5B | -2% |
| Q2 2026 | $48.3B | -3.8% |
| Q1 2026 | $43.3B | +6.4% |
| Q4 2025 | $45.9B | -4.8% |
| Q3 2025 | $50.5B | +9.4% |
| Q2 2025 | $50.2B | +5% |
| Q1 2025 | $40.7B | -5% |
| Q4 2024 | $48.2B | +4.9% |
F's revenue grew through 2023 and has held roughly level since: $49.5B last quarter, down 2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.9% | -0.1 points |
| Q2 2026 | 1.3% | +0.3 points |
| Q1 2026 | 5.4% | +4.6 points |
| Q4 2025 | -25% | -28 points |
| Q3 2025 | 3.1% | +1.2 points |
| Q2 2025 | 1% | -2.9 points |
| Q1 2025 | 0.8% | -2.1 points |
| Q4 2024 | 2.5% | +3.1 points |
F has the edge over LZB on profitability, with a higher operating margin.
LZB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $475.7M | -3.4% |
| Q2 2026 | $570.3M | -0.1% |
| Q1 2026 | $541.6M | +3.8% |
| Q4 2025 | $522.5M | +0.3% |
| Q3 2025 | $492.2M | -0.7% |
| Q2 2025 | $570.9M | +3.1% |
| Q1 2025 | $521.8M | +4.3% |
| Q4 2024 | $521M | +1.9% |
LZB's revenue fell from its 2022 peak and has held roughly level since: $476M last quarter, down 3.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -0.4% | -4.9 points |
| Q2 2026 | 7.2% | +2.1 points |
| Q1 2026 | 5.5% | -1.2 points |
| Q4 2025 | 6.9% | -0.5 points |
| Q3 2025 | 4.5% | -2.1 points |
| Q2 2025 | 5.2% | -3.9 points |
| Q1 2025 | 6.7% | +0.2 points |
| Q4 2024 | 7.4% | +0.9 points |
LZB's operating margin was −0.4% last quarter, down 4.9 points from the same quarter a year ago, near the bottom of its range since 2019.
F Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3.1B | -40% |
| Q2 2026 | $2B | -54% |
| Q1 2026 | -$1.1B | -157% |
| Q4 2025 | $1.1B | +108% |
| Q3 2025 | $5.3B | +50% |
| Q2 2025 | $4.2B | +24% |
| Q1 2025 | $1.9B | +$2.6B |
| Q4 2024 | $530M | +169% |
F has the edge over LZB on cash flow, with more consistent year-over-year improvement.
LZB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$7.6M | -143% |
| Q2 2026 | $8.8M | -77% |
| Q1 2026 | $71.6M | +87% |
| Q4 2025 | $29.6M | +$30.8M |
| Q3 2025 | $17.8M | -51% |
| Q2 2025 | $39.3M | +5.4% |
| Q1 2025 | $38.2M | +3.5% |
| Q4 2024 | -$1.2M | -107% |
LZB usually generates cash, though not every quarter: the latest was −$8M, but it generated $102M over the past year.
F Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.2% | +89M shares |
| 1 year | +0.7% | +28M shares |
| 3 years | +0.6% | +26M shares |
| 5 years | +1% | +40M shares |
| Available history | +1.8% | +72M shares |
F has 4.1B diluted shares, up 0.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $311M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $150M |
F spent $311M buying back its own shares over the past year, up 107% from the year before.
LZB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -3.3% | -1.3M shares |
| 1 year | -3.5% | -1.4M shares |
| 3 years | -7.7% | -3.3M shares |
| 5 years | -12% | -5.4M shares |
| Available history | -15% | -6.9M shares |
LZB has the edge over F on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $25.1M |
| Q2 2026 | $20.2M |
| Q1 2026 | $13.7M |
| Q4 2025 | $809,000 |
| Q3 2025 | $12.5M |
| Q2 2025 | $13.5M |
| Q1 2025 | $11.2M |
| Q4 2024 | $19.5M |
LZB spent $60M buying back its own shares over the past year, up 5.5% from the year before.
F Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.5x | Net Cash |
| Q2 2026 | -2.1x | Net Cash |
| Q1 2026 | -2.0x | Net Cash |
| Q4 2025 | -3.4x | Net Cash |
| Q3 2025 | -2.4x | Net Cash |
| Q2 2025 | -2.2x | Net Cash |
| Q1 2025 | -1.8x | Net Cash |
| Q4 2024 | -1.8x | Net Cash |
F has the edge over LZB on leverage, with a lower net debt burden relative to earnings.
LZB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.7x | Net Cash |
| Q2 2026 | -1.7x | Net Cash |
| Q1 2026 | -1.9x | Net Cash |
| Q4 2025 | -2.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.8x | Net Cash |
| Q1 2025 | -1.6x | Net Cash |
| Q4 2024 | -1.5x | Net Cash |
LZB has more cash than debt.
F Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.5 | Neutral |
| Stochastic | 19.6 | Oversold |
F's weekly RSI is 41 (neutral) and its Stochastic is 20 (oversold).
LZB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.9 | Neutral |
| Stochastic | 22.6 | Neutral |
LZB's weekly RSI is 46 (neutral) and its Stochastic is 23 (neutral).
F PE vs Consumer Cyclical Sector
| Metric | F | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
F has no meaningful PE right now: it lost money over the past year.
LZB PE vs Consumer Cyclical Sector
| Metric | LZB | Sector median | Relative |
|---|---|---|---|
| PE | 17x | 18x | 8.4% below |
| PE % | 71 | 47 | 24 pts above |
LZB is trading at 17x earnings, in line with the Consumer Cyclical sector's median of 18x.
F Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.2 | 2.5% below |
| 20 week MA | $13.3 | 11% below |
| 50 week MA | $13.4 | 11% below |
| 100 week MA | $12.1 | 2% below |
| 200 week MA | $12.1 | 1.4% below |
F is in a downtrend: it's below all five of its weekly moving averages, and 1.4% below its 200-week average.
LZB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $30.5 | 6.8% above |
| 20 week MA | $34.3 | 5.1% below |
| 50 week MA | $35.7 | 8.9% below |
| 100 week MA | $37.3 | 13% below |
| 200 week MA | $35.9 | 9.3% below |
LZB has the edge over F on trend strength, trading above more of its moving averages.
F Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.36 | $8.86 | -5.3% |
| 2021 | $8.86 | $20.3 | +129% |
| 2022 | $20.3 | $11.4 | -44% |
| 2023 | $11.4 | $12.2 | +7.3% |
| 2024 | $12.2 | $10.0 | -18% |
| 2025 | $10.0 | $13.3 | +33% |
| 2026 YTD | $13.3 | $11.9 | -11% |
F has the edge over LZB on returns for 2026, with the stronger performance.
LZB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $31.5 | $41.2 | +31% |
| 2021 | $41.2 | $36.1 | -12% |
| 2022 | $36.1 | $23.5 | -35% |
| 2023 | $23.5 | $36.9 | +57% |
| 2024 | $36.9 | $43.3 | +17% |
| 2025 | $43.3 | $37.8 | -13% |
| 2026 YTD | $37.8 | $32.5 | -14% |
LZB has finished lower in three of the last six years. It's down 14% so far in 2026.