WallStSmart

Ford Motor Company (F)vsFerrari NV (RACE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ford Motor Company generates 2557% more annual revenue ($189.86B vs $7.15B). RACE leads profitability with a 22.4% profit margin vs -3.2%. RACE appears more attractively valued with a PEG of 3.82. F earns a higher WallStSmart Score of 53/100 (C-).

F

Buy

53

out of 100

Grade: C-

Growth: 7.3Profit: 3.5Value: 5.7Quality: 3.0
Piotroski: 2/9Altman Z: 0.91

RACE

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 9.0Value: 2.7Quality: 7.0
Piotroski: 4/9Altman Z: 2.81
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FUndervalued (+36.1%)

Margin of Safety

+36.1%

Fair Value

$22.11

Current Price

$11.88

$10.23 discount

UndervaluedFair: $22.11Overvalued
RACESignificantly Overvalued (-48.3%)

Margin of Safety

-48.3%

Fair Value

$258.27

Current Price

$341.26

$82.99 premium

UndervaluedFair: $258.27Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

F2 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
430.8%10/10

Earnings expanding 430.8% YoY

RACE5 strengths · Avg: 8.8/10
Return on EquityProfitability
42.9%10/10

Every $100 of equity generates 43 in profit

Market CapQuality
$61.27B9/10

Large-cap with strong market position

Profit MarginProfitability
22.4%9/10

Keeps 22 of every $100 in revenue as profit

Operating MarginProfitability
28.6%8/10

Strong operational efficiency at 28.6%

Free Cash FlowQuality
$1.41B8/10

Generating 1.4B in free cash flow

Areas to Watch

F4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
8.482/10

Expensive relative to growth rate

Return on EquityProfitability
-14.8%2/10

ROE of -14.8% — below average capital efficiency

Free Cash FlowQuality
$-1.06B2/10

Negative free cash flow — burning cash

RACE4 concerns · Avg: 3.5/10
P/E RatioValuation
33.1x4/10

Premium valuation, high expectations priced in

Price/BookValuation
13.4x4/10

Trading at 13.4x book value

Revenue GrowthGrowth
3.8%4/10

3.8% revenue growth

PEG RatioValuation
3.822/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : F

The strongest argument for F centers on Price/Book, EPS Growth.

Bull Case : RACE

The strongest argument for RACE centers on Return on Equity, Market Cap, Profit Margin. Profitability is solid with margins at 22.4% and operating margin at 28.6%.

Bear Case : F

The primary concerns for F are Piotroski F-Score, PEG Ratio, Return on Equity. Debt-to-equity of 4.66 is elevated, increasing financial risk.

Bear Case : RACE

The primary concerns for RACE are P/E Ratio, Price/Book, Revenue Growth.

Key Dynamics to Monitor

F profiles as a turnaround stock while RACE is a value play — different risk/reward profiles.

F carries more volatility with a beta of 1.71 — expect wider price swings.

F is growing revenue faster at 6.4% — sustainability is the question.

RACE generates stronger free cash flow (1.4B), providing more financial flexibility.

Bottom Line

F scores higher overall (53/100 vs 48/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ford Motor Company

CONSUMER CYCLICAL · AUTO MANUFACTURERS · USA

Ford Motor Company, commonly known as Ford, is an American multinational automaker that has its main headquarters in Dearborn, Michigan.

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Ferrari NV

CONSUMER CYCLICAL · AUTO MANUFACTURERS · USA

Ferrari NV designs, designs, produces and sells high performance sports cars. The company is headquartered in Maranello, Italy.

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