F
Ford Motor Company
F has the edge over ONEW overall, supported by lower modeled downside.
ONEW
OneWater Marine Inc.
ONEW offers stronger fundamentals, 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.
ONEW Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Under pressure | |
| Under pressure | |
| Weak |
ONEW's revenue, profitability, cash flow and balance sheet are all currently under pressure.
F PE Valuation
F has no meaningful PE right now: it lost money over the past year.
ONEW PE Valuation
ONEW has no meaningful PE right now: it lost money over the past year.
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.
ONEW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect ONEW'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.
ONEW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.12 | — |
| Q2 2026 | -$7.46 | -$6.65 |
| Q1 2026 | -$7.50 | -$7.03 |
| Q4 2025 | -$6.74 | -$6.02 |
| Q3 2025 | -$7.08 | -$6.68 |
| Q2 2025 | -$0.81 | +$5.84 |
| Q1 2025 | -$0.47 | +$5.22 |
| Q4 2024 | -$0.72 | +$3.14 |
| Q3 2024 | -$0.40 | +$2.36 |
ONEW 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 ONEW on sales, with stronger typical year-over-year growth.
| 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's operating margin was 2.9% last quarter, about level with the same quarter a year ago.
ONEW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $530.7M | -4% |
| Q1 2026 | $442.3M | -8.5% |
| Q4 2025 | $380.6M | +1.3% |
| Q3 2025 | $460.1M | +22% |
| Q2 2025 | $552.9M | +1.9% |
| Q1 2025 | $483.5M | -1% |
| Q4 2024 | $375.8M | +3.2% |
| Q3 2024 | $377.9M | -16% |
ONEW's revenue grew through 2022 and has held roughly level since: $531M last quarter, down 4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 6.7% | +1.2 points |
| Q1 2026 | 3.5% | +0.2 points |
| Q4 2025 | 0.9% | +1.5 points |
| Q3 2025 | 3.1% | +1.9 points |
| Q2 2025 | 5.5% | -1.9 points |
| Q1 2025 | 3.4% | +0.5 points |
| Q4 2024 | -0.5% | -2.3 points |
| Q3 2024 | 1.2% | +27 points |
ONEW has the edge over F on profitability, with a higher operating margin.
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 still generates free cash flow, though less than at its 2020 peak: $5.1B over the past year.
ONEW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $77.9M | -12% |
| Q1 2026 | $50M | +110% |
| Q4 2025 | -$78.4M | -$38M |
| Q3 2025 | $7.2M | -69% |
| Q2 2025 | $88.6M | +2.1% |
| Q1 2025 | $23.8M | +75% |
| Q4 2024 | -$40.4M | +$75M |
| Q3 2024 | $23M | +$24.2M |
ONEW still generates free cash flow, though less than at its 2020 peak: $57M 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 the edge over ONEW on shareholder dilution, with a more favorable share count trend.
| 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.
ONEW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2% | +340K shares |
| 1 year | +3.1% | +510K shares |
| 3 years | +16% | +2.3M shares |
| 5 years | +49% | +5.6M shares |
| Available history | +214% | +11.6M shares |
ONEW has 17M diluted shares, up 3.1% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $1.8M |
| Q3 2024 | — |
ONEW hasn't bought back shares in the past year.
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.
ONEW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2025 | 11.7x | High |
| Q1 2025 | 11.4x | High |
| Q4 2024 | 10.4x | High |
| Q3 2024 | 9.5x | High |
| Q2 2024 | 8.1x | High |
| Q1 2024 | 7.5x | High |
| Q4 2023 | 6.5x | High |
| Q3 2023 | 5.3x | High |
ONEW's net debt is about 12 years of its operating earnings (EBITDA), up from 8.1 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).
ONEW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.3 | Neutral |
| Stochastic | 21.7 | Neutral |
ONEW's weekly RSI is 44 (neutral) and its Stochastic is 22 (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.
ONEW PE vs Consumer Cyclical Sector
| Metric | ONEW | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
ONEW 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.
ONEW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.62 | 2.4% above |
| 20 week MA | $10.9 | 9.6% below |
| 50 week MA | $11.1 | 11% below |
| 100 week MA | $13.3 | 26% below |
| 200 week MA | $20.0 | 51% below |
ONEW 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's yearly returns have swung widely, from +129% in 2021 to −44% in 2022. It's down 11% so far in 2026.
ONEW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $15.1 | $29.8 | +97% |
| 2021 | $29.8 | $53.2 | +79% |
| 2022 | $53.2 | $28.2 | -47% |
| 2023 | $28.2 | $33.8 | +20% |
| 2024 | $33.8 | $17.7 | -47% |
| 2025 | $17.7 | $10.6 | -41% |
| 2026 YTD | $10.6 | $9.85 | -6.6% |
ONEW has the edge over F on returns for 2026, with the stronger performance.