F
Ford Motor Company
F's outlook is improving, though it still trails on the overall score.
SMP
Standard Motor Products, Inc.
SMP has the edge over F overall, supported by stronger fundamentals and stronger valuation.
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.
SMP Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Healthy |
SMP's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
F PE Valuation
F has no meaningful PE right now: it lost money over the past year.
SMP PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 9.2x | $43.95 | — |
| Cheap | 13x | $39.94 | -9.1% |
| Current | 14x | $43.95 | — |
| Fair | 18x | $54.47 | +24% |
| Expensive | 23x | $68.65 | +56% |
Historical ranges are pointers, not guarantees.
SMP's PE is in its cheap range at 14x. If earnings grow as analysts expect, today's price would be 9.2x next year's earnings.
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.
SMP Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect SMP'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.
SMP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.80 | +58% |
| Q3 2026 | $3.04 | +116% |
| Q2 2026 | $2.23 | +26% |
| Q1 2026 | $2.03 | +44% |
| Q4 2025 | $1.84 | +48% |
| Q3 2025 | $1.41 | -13% |
| Q2 2025 | $1.77 | +1.1% |
| Q1 2025 | $1.41 | +1.4% |
| Q4 2024 | $1.24 | -19% |
SMP 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's operating margin was 2.9% last quarter, about level with the same quarter a year ago.
SMP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $507.8M | +1.8% |
| Q2 2026 | $501.6M | +1.6% |
| Q1 2026 | $451.2M | +9.1% |
| Q4 2025 | $385.1M | +12% |
| Q3 2025 | $498.8M | +25% |
| Q2 2025 | $493.9M | +27% |
| Q1 2025 | $413.4M | +25% |
| Q4 2024 | $343.4M | +18% |
SMP has the edge over F on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.9% | +0.3 points |
| Q2 2026 | 10% | +1.5 points |
| Q1 2026 | 7.6% | +1.6 points |
| Q4 2025 | 5.6% | +4.5 points |
| Q3 2025 | 9.6% | +0.3 points |
| Q2 2025 | 8.7% | +2.3 points |
| Q1 2025 | 5.9% | +1.5 points |
| Q4 2024 | 1.1% | -2.3 points |
SMP 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.
SMP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $140.3M | +72% |
| Q2 2026 | $92M | +108% |
| Q1 2026 | -$48.7M | +$20.7M |
| Q4 2025 | -$37.6M | -$26.2M |
| Q3 2025 | $81.5M | +5.7% |
| Q2 2025 | $44.2M | +94% |
| Q1 2025 | -$69.4M | -$13.6M |
| Q4 2024 | -$11.4M | -1702% |
SMP generated $146M in free cash flow over the past year, about three times what it generated 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 the edge over SMP 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.
SMP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +102K shares |
| 1 year | +1.8% | +395K shares |
| 3 years | +3.2% | +713K shares |
| 5 years | +1.9% | +423K shares |
| Available history | +0.6% | +148K shares |
SMP has 23M diluted shares, up 1.8% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $37,000 |
| Q2 2026 | — |
| Q1 2026 | $283,000 |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $19,000 |
SMP has spent almost nothing on buybacks 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 the edge over SMP on leverage, with a lower net debt burden relative to earnings.
SMP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.9x | Healthy |
| Q2 2026 | 2.6x | Moderate |
| Q1 2026 | 3.1x | Elevated |
| Q4 2025 | 3.0x | Elevated |
| Q3 2025 | 3.1x | Elevated |
| Q2 2025 | 4.0x | Elevated |
| Q1 2025 | 4.8x | High |
| Q4 2024 | 4.6x | High |
SMP's net debt is about 1.9 years of its operating earnings (EBITDA), down from 3.1 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).
SMP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.5 | Neutral |
| Stochastic | 79.6 | Neutral |
SMP's weekly RSI is 62 (neutral) and its Stochastic is 80 (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.
SMP PE vs Consumer Cyclical Sector
| Metric | SMP | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 18x | 20% below |
| PE % | 24 | 47 | 23 pts below |
SMP is trading at 14x earnings, a 20% discount to 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.
SMP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $39.6 | 11% above |
| 20 week MA | $39.0 | 13% above |
| 50 week MA | $38.8 | 13% above |
| 100 week MA | $35.7 | 23% above |
| 200 week MA | $35.2 | 25% above |
SMP 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.
SMP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $53.4 | $41.4 | -22% |
| 2021 | $41.4 | $51.9 | +25% |
| 2022 | $51.9 | $35.0 | -32% |
| 2023 | $35.0 | $39.8 | +14% |
| 2024 | $39.8 | $31.0 | -22% |
| 2025 | $31.0 | $37.5 | +21% |
| 2026 YTD | $37.5 | $44.0 | +17% |
SMP has the edge over F on returns for 2026, with the stronger performance.