F
Ford Motor Company
F has the edge over XPOF overall, supported by lower modeled downside.
XPOF
Xponential Fitness, Inc.
XPOF 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.
XPOF Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Weak | |
| Weak |
XPOF's revenue is currently healthy, and its profitability is stable, but its cash flow and balance sheet are weak.
F PE Valuation
F has no meaningful PE right now: it lost money over the past year.
XPOF PE Valuation
XPOF 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.
XPOF Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect XPOF's earnings to grow and its profitability to improve, 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.
XPOF Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.49 | — |
| Q3 2026 | -$1.20 | +$0.48 |
| Q2 2026 | -$1.48 | +$0.31 |
| Q1 2026 | -$1.39 | +$0.68 |
| Q4 2025 | -$1.47 | +$0.80 |
| Q3 2025 | -$1.68 | -$0.53 |
XPOF 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 XPOF 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's operating margin was 2.9% last quarter, about level with the same quarter a year ago.
XPOF Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.9M | +23% |
| Q2 2026 | $2.7M | -1% |
| Q1 2026 | $2.2M | -17% |
| Q4 2025 | $3.4M | -7.3% |
| Q3 2025 | $2.4M | -37% |
| Q2 2025 | $2.7M | -22% |
| Q1 2025 | $2.6M | -14% |
| Q4 2024 | $3.6M | +18% |
XPOF's revenue is recovering but still below its 2022 peak: $3M last quarter, up 23% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 664% | +514 points |
| Q2 2026 | 352% | -191 points |
| Q1 2026 | 603% | +233 points |
| Q4 2025 | -245% | +1194 points |
| Q3 2025 | 150% | +318 points |
| Q2 2025 | 543% | +612 points |
| Q1 2025 | 370% | +128 points |
| Q4 2024 | -1439% | -1535 points |
XPOF 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 has the edge over XPOF on cash generation, producing positive trailing cash flow while its opponent burns cash.
XPOF Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $4.1M | -50% |
| Q2 2026 | -$4.3M | -533% |
| Q1 2026 | -$22.2M | -514% |
| Q4 2025 | $10.2M | +1077% |
| Q3 2025 | $8.2M | +143% |
| Q2 2025 | $996K | +14% |
| Q1 2025 | $5.4M | +191% |
| Q4 2024 | $864K | +$4.9M |
XPOF's free cash flow has turned negative after years in the green: −$12M 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 XPOF 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.
XPOF Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +17% | +7.2M shares |
| 1 year | +40% | +14.2M shares |
| 3 years | +60% | +18.5M shares |
XPOF has 49M diluted shares, up 40% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2024 | — |
| Q4 2023 | — |
| Q4 2022 | — |
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 XPOF on leverage, with a lower net debt burden relative to earnings.
XPOF Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 11.5x | High |
| Q2 2026 | 17.1x | High |
| Q1 2026 | 14.0x | High |
| Q4 2025 | 14.4x | High |
| Q3 2024 | 16.4x | High |
| Q2 2024 | 9.1x | High |
| Q1 2024 | 4.2x | High |
| Q4 2023 | 5.1x | High |
XPOF's net debt is about 11 years of its operating earnings (EBITDA), down from 16 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).
XPOF Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.2 | Neutral |
| Stochastic | 35.7 | Neutral |
XPOF's weekly RSI is 44 (neutral) and its Stochastic is 36 (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.
XPOF PE vs Consumer Cyclical Sector
XPOF 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.
XPOF Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $4.50 | 2.9% above |
| 20 week MA | $5.11 | 9.4% below |
| 50 week MA | $6.17 | 25% below |
| 100 week MA | $8.00 | 42% below |
| 200 week MA | $12.8 | 64% below |
XPOF 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 XPOF on returns for 2026, with the stronger performance.
XPOF Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $12.3 | $20.6 | +68% |
| 2022 | $20.6 | $22.9 | +11% |
| 2023 | $22.9 | $12.9 | -44% |
| 2024 | $12.9 | $12.8 | -0.4% |
| 2025 | $12.8 | $8.74 | -32% |
| 2026 YTD | $8.74 | $4.63 | -47% |
XPOF has finished three years in a row lower, and it's down 47% so far in 2026.