Comprehensive Stock Comparison
Compare Ford Motor Company (F) vs Toyota Motor Corporation (TM) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | TM | 6.5% revenue growth vs F's 1.2% |
| Value | TM | Lower P/E (0.1x vs 9.2x) |
| Quality / Margins | TM | 9.4% net margin vs F's 2.5% |
| Stability / Safety | F | Beta 0.85 vs TM's 0.93 |
| Dividends | F | 5.3% yield, vs TM's 2.3% |
| Momentum (1Y) | F | +53.9% vs TM's +36.7% |
| Efficiency (ROA) | TM | 4.7% ROA vs F's 1.6%, ROIC 5.6% vs -3.8% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Ford Motor Company is a global automotive manufacturer that designs, builds, and sells Ford trucks, SUVs, commercial vehicles, and Lincoln luxury cars. It generates revenue primarily through vehicle sales (~90% of revenue) and its Ford Credit financing arm (~10%), which provides loans and leases to customers and dealers. The company's competitive advantage lies in its iconic brand recognition—particularly in trucks and commercial vehicles—and its extensive global manufacturing and dealer network.
Toyota is one of the world's largest automakers, manufacturing and selling vehicles across nearly every segment — from compact cars to luxury sedans and trucks. It generates most of its revenue from automotive sales (around 90%), supplemented by financial services (about 8%) that provide financing and leasing to customers. The company's key advantage is its legendary manufacturing efficiency — particularly the Toyota Production System — which delivers industry-leading quality and cost control while pioneering hybrid technology with its Prius platform.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
TM leads in 2 of 6 categories — strongest in Profitability & Efficiency and Total Returns. 4 categories are tied.
Financial Metrics (TTM)
TM is the larger business by revenue, generating $49.39T annually — 260.5x F's $189.6B. TM is the more profitable business, keeping 9.4% of every revenue dollar as net income compared to F's 2.5%.
| Metric | FFord Motor Company | TMToyota Motor Corp… |
|---|---|---|
| RevenueTrailing 12 months | $189.6B | $49.39T |
| EBITDAEarnings before interest/tax | $9.4B | $6.59T |
| Net IncomeAfter-tax profit | $4.7B | $4.63T |
| Free Cash FlowCash after capex | $11.9B | $147.8B |
| Gross MarginGross profit ÷ Revenue | +7.5% | +18.0% |
| Operating MarginEBIT ÷ Revenue | +1.9% | +8.8% |
| Net MarginNet income ÷ Revenue | +2.5% | +9.4% |
| FCF MarginFCF ÷ Revenue | +6.3% | +0.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +9.4% | +8.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +172.7% | +65.7% |
Valuation Metrics
| Metric | FFord Motor Company | TMToyota Motor Corp… |
|---|---|---|
| Market CapShares × price | $55.2B | $315.9B |
| Enterprise ValueMkt cap + debt − cash | $195.2B | $506.8B |
| Trailing P/EPrice ÷ TTM EPS | -6.84x | 10.53x |
| Forward P/EPrice ÷ next-FY EPS est. | 9.21x | 0.08x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.52x |
| EV / EBITDAEnterprise value multiple | — | 11.23x |
| Price / SalesMarket cap ÷ Revenue | 0.29x | 1.03x |
| Price / BookPrice ÷ Book value/share | 1.56x | 1.35x |
| Price / FCFMarket cap ÷ FCF | 2.60x | — |
Profitability & Efficiency
TM delivers a 12.0% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $10 for F. TM carries lower financial leverage with a 1.05x debt-to-equity ratio, signaling a more conservative balance sheet compared to F's 4.54x. On the Piotroski fundamental quality scale (0–9), TM scores 5/9 vs F's 3/9, reflecting solid financial health.
| Metric | FFord Motor Company | TMToyota Motor Corp… |
|---|---|---|
| ROE (TTM)Return on equity | +9.9% | +12.0% |
| ROA (TTM)Return on assets | +1.6% | +4.7% |
| ROICReturn on invested capital | -3.8% | +5.6% |
| ROCEReturn on capital employed | -5.2% | +7.7% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 5 |
| Debt / EquityFinancial leverage | 4.54x | 1.05x |
| Net DebtTotal debt minus cash | $140.0B | $29.81T |
| Cash & Equiv.Liquid assets | $23.4B | $8.98T |
| Total DebtShort + long-term debt | $163.3B | $38.79T |
| Interest CoverageEBIT ÷ Interest expense | 5.36x | 38.49x |
Total Returns (with DRIP)
A $10,000 investment in TM five years ago would be worth $17,804 today (with dividends reinvested), compared to $14,712 for F. Over the past 12 months, F leads with a +53.9% total return vs TM's +36.7%. The 3-year compound annual growth rate (CAGR) favors TM at 23.7% vs F's 10.4% — a key indicator of consistent wealth creation.
| Metric | FFord Motor Company | TMToyota Motor Corp… |
|---|---|---|
| YTD ReturnYear-to-date | +6.8% | +11.2% |
| 1-Year ReturnPast 12 months | +53.9% | +36.7% |
| 3-Year ReturnCumulative with dividends | +34.4% | +89.4% |
| 5-Year ReturnCumulative with dividends | +47.1% | +78.0% |
| 10-Year ReturnCumulative with dividends | +61.5% | +174.4% |
| CAGR (3Y)Annualised 3-year return | +10.4% | +23.7% |
Risk & Volatility
F is the less volatile stock with a 0.85 beta — it tends to amplify market swings less than TM's 0.93 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | FFord Motor Company | TMToyota Motor Corp… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.85x | 0.93x |
| 52-Week HighHighest price in past year | $14.79 | $248.90 |
| 52-Week LowLowest price in past year | $8.44 | $155.00 |
| % of 52W HighCurrent price vs 52-week peak | +95.3% | +97.4% |
| RSI (14)Momentum oscillator 0–100 | 61.1 | 59.2 |
| Avg Volume (50D)Average daily shares traded | 52.0M | 254K |
Analyst Outlook
Wall Street rates F as "Hold" and TM as "Hold". Consensus price targets imply -6.4% upside for F (target: $13) vs -26.0% for TM (target: $179). For income investors, F offers the higher dividend yield at 5.33% vs TM's 2.28%.
| Metric | FFord Motor Company | TMToyota Motor Corp… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $13.19 | $179.41 |
| # AnalystsCovering analysts | 46 | 15 |
| Dividend YieldAnnual dividend ÷ price | +5.3% | +2.3% |
| Dividend StreakConsecutive years of raises | 0 | 4 |
| Dividend / ShareAnnual DPS | $0.75 | $863.50 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.4% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Feb 26 | Change |
|---|---|---|---|
| Ford Motor Company (F) | 100 | 191.81 | +91.8% |
| Toyota Motor Corpor… (TM) | 100 | 174.5 | +74.5% |
Toyota Motor Corpor… (TM) returned +78% over 5 years vs Ford Motor Company (F)'s +47%. A $10,000 investment in TM 5 years ago would be worth $17,804 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Ford Motor Company (F) | $151.8B | $187.3B | +23.4% |
| Toyota Motor Corpor… (TM) | $28.4T | $48.0T | +69.1% |
Ford Motor Company's revenue grew from $151.8B (2016) to $187.3B (2025) — a 2.4% CAGR. Toyota Motor Corporation's revenue grew from $28.4T (2016) to $48.0T (2025) — a 6.0% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Ford Motor Company (F) | 3.0% | -4.4% | -244.5% |
| Toyota Motor Corpor… (TM) | 8.1% | 9.9% | +21.8% |
Ford Motor Company's net margin went from 3% (2016) to -4% (2025). Toyota Motor Corporation's net margin went from 8% (2016) to 10% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| Ford Motor Company (F) | 6.6 | 6.8 | +3.0% |
| Toyota Motor Corpor… (TM) | 0.1 | 0.1 | +0.0% |
Ford Motor Company has traded in a 5x–11x P/E range over 5 years; current trailing P/E is ~-7x. Toyota Motor Corporation has traded in a 0x–0x P/E range over 9 years; current trailing P/E is ~11x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Ford Motor Company (F) | 1.15 | -2.06 | -279.1% |
| Toyota Motor Corpor… (TM) | 1,470.7 | 3,595.6 | +144.5% |
Ford Motor Company's EPS grew from $1.15 (2016) to $-2.06 (2025) — a NaN% CAGR. Toyota Motor Corporation's EPS grew from $1470.70 (2016) to $3595.60 (2025) — a 10% CAGR.
Chart 6Free Cash Flow — 5 Years
Ford Motor Company generated $21B FCF in 2025 (+123% vs 2021). Toyota Motor Corporation generated $-1.6T FCF in 2025 (-21617% vs 2021).
F vs TM: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is F or TM a better buy right now?
Toyota Motor Corporation (TM) offers the better valuation at 10.5x trailing P/E (0.1x forward), making it the more compelling value choice. Analysts rate Ford Motor Company (F) a "Hold" — based on 46 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — F or TM?
On forward P/E, Toyota Motor Corporation is actually cheaper at 0.1x.
03Which is the better long-term investment — F or TM?
Over the past 5 years, Toyota Motor Corporation (TM) delivered a total return of +78.0%, compared to +47.1% for Ford Motor Company (F). A $10,000 investment in TM five years ago would be worth approximately $18K today (assuming dividends reinvested). Over 10 years, the gap is even starker: TM returned +174.4% versus F's +61.5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — F or TM?
By beta (market sensitivity over 5 years), Ford Motor Company (F) is the lower-risk stock at 0.85β versus Toyota Motor Corporation's 0.93β — meaning TM is approximately 9% more volatile than F relative to the S&P 500. On balance sheet safety, Toyota Motor Corporation (TM) carries a lower debt/equity ratio of 105% versus 5% for Ford Motor Company — giving it more financial flexibility in a downturn.
05Which has better profit margins — F or TM?
Toyota Motor Corporation (TM) is the more profitable company, earning 9.9% net margin versus -4.4% for Ford Motor Company — meaning it keeps 9.9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TM leads at 10.0% versus -4.9% for F. At the gross margin level — before operating expenses — TM leads at 19.9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is F or TM more undervalued right now?
On forward earnings alone, Toyota Motor Corporation (TM) trades at 0.1x forward P/E versus 9.2x for Ford Motor Company — 9.1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for F: -6.4% to $13.19.
07Which pays a better dividend — F or TM?
All stocks in this comparison pay dividends. Ford Motor Company (F) offers the highest yield at 5.3%, versus 2.3% for Toyota Motor Corporation (TM).
08Is F or TM better for a retirement portfolio?
For long-horizon retirement investors, Toyota Motor Corporation (TM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.93), 2.3% yield, +174.4% 10Y return). Both have compounded well over 10 years (TM: +174.4%, F: +61.5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between F and TM?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: F is a mid-cap income-oriented stock; TM is a large-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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