F
Ford Motor Company
F has the edge over OI overall, supported by lower modeled downside and stronger fundamentals.
OI
O-I Glass, Inc.
OI offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
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.
OI Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Weak | |
| Under pressure | |
| Weak |
OI's revenue is currently stable, but its profitability, cash flow and balance sheet are under pressure.
F PE Valuation
F has no meaningful PE right now: it lost money over the past year.
OI PE Valuation
OI has no meaningful PE right now: it lost money over the past year.
F Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| Low |
F has the edge over OI on the outlook, with more favorable earnings and profitability expectations.
OI Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong decline | |
| Stable | |
| Weakening | |
| Limited | |
| Low |
Analysts expect OI's earnings and profitability to decline, with its revenue holding steady. However, they disagree widely on these estimates.
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.
OI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.51 | — |
| Q3 2026 | -$7.79 | -$6.87 |
| Q2 2026 | -$7.52 | -$5.89 |
| Q1 2026 | -$1.22 | +$0.02 |
| Q4 2025 | -$0.84 | -$0.15 |
| Q3 2025 | -$0.92 | +$1.76 |
| Q2 2025 | -$1.63 | +$0.21 |
| Q1 2025 | -$1.24 | +$0.27 |
| Q4 2024 | -$0.69 | -$0.02 |
OI has the edge over F on earnings, with more consistent year-over-year improvement.
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 has the edge over OI on sales, with more consistent year-over-year improvement.
| 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 OI on profitability, with a higher operating margin.
OI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.6B | -1.8% |
| Q2 2026 | $1.7B | -2.2% |
| Q1 2026 | $1.5B | -1.7% |
| Q4 2025 | $1.5B | -1.9% |
| Q3 2025 | $1.7B | -1.5% |
| Q2 2025 | $1.7B | -1.3% |
| Q1 2025 | $1.6B | -1.6% |
| Q4 2024 | $1.5B | -6.8% |
OI's revenue has held roughly level: $1.6B last quarter, down 1.8% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.1% | -1.4 points |
| Q2 2026 | -50% | -50 points |
| Q1 2026 | -3.4% | -4.6 points |
| Q4 2025 | -48% | -40 points |
| Q3 2025 | 3.5% | +6.9 points |
| Q2 2025 | 0.4% | -5.6 points |
| Q1 2025 | 1.1% | -6.2 points |
| Q4 2024 | -8.2% | +19 points |
OI's operating margin was 2.1% last quarter, down 1.4 points from the same quarter a year ago.
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 OI on cash generation, producing positive trailing cash flow while its opponent burns cash.
OI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $84M | -26% |
| Q2 2026 | -$1M | -102% |
| Q1 2026 | -$436M | -$130M |
| Q4 2025 | $309M | +47% |
| Q3 2025 | $114M | +107% |
| Q2 2025 | $51M | -43% |
| Q1 2025 | -$306M | +$177M |
| Q4 2024 | $210M | +33% |
OI's free cash flow was −$44M over the past year, against $69M the year before.
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.
OI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +314K shares |
| 1 year | -0.9% | -1.4M shares |
| 3 years | -3.4% | -5.5M shares |
| 5 years | -4.2% | -6.7M shares |
| Available history | -0.9% | -1.4M shares |
OI has the edge over F on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $10M |
| Q4 2025 | $10M |
| Q3 2025 | $10M |
| Q2 2025 | $10M |
| Q1 2025 | $10M |
| Q4 2024 | $10M |
OI spent $20M buying back its own shares over the past year, down 50% 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 more cash than debt.
OI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2025 | 10.9x | High |
| Q2 2025 | 14.9x | High |
| Q1 2025 | 11.0x | High |
| Q4 2024 | 8.1x | High |
| Q3 2024 | 20.8x | High |
| Q2 2024 | 12.6x | High |
| Q1 2024 | 11.2x | High |
| Q4 2023 | 7.3x | High |
OI's net debt is about 11 years of its operating earnings (EBITDA), down from more than 20 years a year ago.
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).
OI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 29.8 | Oversold |
| Stochastic | 5.3 | Oversold |
OI's weekly RSI is 30 (oversold) and its Stochastic is 5 (oversold).
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.
OI PE vs Consumer Cyclical Sector
| Metric | OI | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
OI has no meaningful PE right now: it lost money over the past year.
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.
OI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $5.63 | 13% below |
| 20 week MA | $6.90 | 29% below |
| 50 week MA | $10.0 | 51% below |
| 100 week MA | $11.3 | 57% below |
| 200 week MA | $13.9 | 65% below |
OI is in a downtrend: it's below all five of its weekly moving averages, and 65% below its 200-week average.
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 OI on returns for 2026, with the stronger performance.
OI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $11.9 | $11.5 | -3.3% |
| 2021 | $11.5 | $11.5 | +0.3% |
| 2022 | $11.5 | $16.9 | +46% |
| 2023 | $16.9 | $16.4 | -2.9% |
| 2024 | $16.4 | $10.3 | -37% |
| 2025 | $10.3 | $14.9 | +45% |
| 2026 YTD | $14.9 | $4.88 | -67% |
OI has finished lower in three of the last six years. It's down 67% so far in 2026.