<div id="readability-page-1"><div><p>Ford Motor (F) is back on investors’ radar after a recent price move, with the stock closing at $13.60. You might be asking whether that level still reflects the company’s fundamentals.</p> <p>See our latest analysis for Ford Motor.</p> <p>That recent pullback comes after a mixed stretch, with a 1 day share price return of 1.52% decline and a 7 day share price return of 3.06% decline, contrasting with a 90 day share price return of 8.28% and a 1 year total shareholder return of 43.49%. This suggests longer term momentum has been stronger than the latest move implies.</p> <p>If Ford’s recent swing has you rethinking your auto exposure, this can be a useful moment to scan other auto manufacturers that might fit your portfolio stance.</p> <p>With Ford trading at $13.60 and sitting only about 0.4% below the average analyst price target of $13.66, the key question is whether the recent 43.49% 1-year return still leaves upside on the table, or if the market is already pricing in future growth.</p> <h2>Most Popular Narrative: 8.7% Overvalued</h2> <p>At a last close of $13.60 versus a most-followed fair value of $12.52, the narrative implies Ford is priced above its estimated worth using a 12.5% discount rate.</p> <blockquote> <p><em>The analysts have a consensus price target of $10.8 for Ford Motor based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $16.0, and the most bearish reporting a price target of just $8.0.</em></p> </blockquote> <p>Read the complete narrative.</p> <p>Curious what kind of earnings ramp, margin rebuild, and valuation multiple can still support that fair value gap? The full narrative lays out the math in detail.</p> <p><strong>Result: Fair Value of $12.52 (OVERVALUED)</strong></p> <p>Have a read of the narrative in full and understand what's behind the forecasts.</p> <p>However, there are still pressure points, including ongoing EV division losses and the production hit from fires at Ford’s aluminum supplier, that could challenge this overvaluation case.</p> <p>Find out about the key risks to this Ford Motor narrative.</p> <h2>Another View: Earnings Multiple Points To Value Gap</h2> <p>That 8.7% premium to fair value sits uncomfortably next to how the market is pricing Ford’s earnings today. At a P/E of 11.5x, the shares sit well below the global auto industry at 18.5x, the peer average at 24.7x, and an SWS fair ratio of 28.6x.</p> <p>Put simply, one model sees Ford as overvalued versus cash flow assumptions, while the earnings multiple suggests the market is already applying a heavy discount. Which signal you lean on depends on whether you trust the cash flow forecasts or think sentiment is holding the P/E too low.</p> <p>See what the numbers say about this price — find out in our valuation breakdown.</p> <figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/35c905b8-bd1a-4409-8531-93c3f247fec0/chart/pe-multiple-vs-industry?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/35c905b8-bd1a-4409-8531-93c3f247fec0/chart/pe-multiple-vs-industry"/><figcaption>NYSE:F P/E Ratio as at Jan 2026</figcaption></figure><h2> Build Your Own Ford Motor Narrative</h2> <p>If you see the numbers differently, or prefer to work through the assumptions yourself, you can build a tailored Ford view in minutes with Do it your way.</p> <p>A great starting point for your Ford Motor research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.</p> <h2>Looking for more investment ideas?</h2> <p>If Ford does not fully fit your plan, do not stop here. Use the Simply Wall Street Screener to quickly surface other focused, data driven opportunities.</p> <ul> <li>Target potential value opportunities by scanning these 865 undervalued stocks based on cash flows that align with your return expectations and risk comfort.</li> <li>Ride structural themes in artificial intelligence by zeroing in on these 24 AI penny stocks that match your growth appetite.</li> <li>Lock in potential income streams by checking out these 12 dividend stocks with yields &gt; 3% that offer yields above 3% with clear terms.</li> </ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

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<p>Ford Motor (F) has seen a recent share price pullback, closing at $13.60, despite a strong 1-year total shareholder return of 43.49%. Analysts suggest the stock is overvalued at this price, with a fair value estimate of $12.52. The consensus price target among analysts is $10.8, with a range from $8.0 to $16.0. The stock's P/E ratio of 11.5x is significantly lower than industry averages, indicating a potential value gap. Investors are encouraged to consider other auto manufacturers and assess risks, including losses in the EV division and production issues.</p>

- Ford Motor's stock recently closed at $13.60, amid mixed performance, with declines of 1.52% and 3.06% over 1 and 7 days, respectively, but a 1-year total shareholder return of 43.49%.  
- Analysts suggest Ford is overvalued at this price, with a fair value of $12.52, while future earnings growth expectations lead to a consensus price target of $10.80 among analysts.  
- Key risks include ongoing losses in the EV division and potential production issues, contributing to differing opinions on the stock's valuation based on cash flow versus earnings multiples.

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Assessing Ford Motor (F) Valuation After Strong 1 Year Return And Recent Share Price Pullback