- Ford is executing an autonomous vehicle roadmap that places it at the front of the pack. The autonomous robotaxi, rental, and delivery markets are extraordinary growth opportunities.
- The Ford strategy is superior to that of Tesla, placing Tesla’s $1 trillion valuation and Ford’s $72 billion valuation in the spotlight.
- At a mere 8.5x the 2022 consensus earnings estimate compared to Tesla at 89x, Ford is trading at an incredible discount given its strategic direction and more resilient market positioning.
- Ford’s broad product mix of trucks and SUVs compared to Tesla’s reliance on electric-only sedans creates a more resilient business model that's well aligned with entrenched automotive trends.
- Ford is a top auto choice through 2025 with a high probability of outperforming Tesla. In fact, Ford may even achieve a higher valuation once the dust settles.
For further details see:
Will Ford Surpass Tesla By 2025?