Tesla vs Ford Motor: Business Model & Financial Comparison 2026
Tesla · Consumer Cyclical / Auto Manufacturers·Ford Motor · Consumer Cyclical / Auto Manufacturers
Financial Comparison
| Metric | TSLATesla | FFord Motor |
|---|---|---|
| Market Cap | $1.49T | $48.47B |
| Revenue (TTM) | $94.83B | $187.27B |
| Revenue Growth | -3.1% | -4.8% |
| Gross Margin | 18.0% | 5.8% |
| Operating Margin | 4.7% | -6.7% |
| Net Margin | 4.0% | -4.4% |
| Return on Equity | 4.9% | -20.2% |
| P/E (Trailing) | 364.0x | N/A |
| P/E (Forward) | 141.2x | 6.6x |
| Free Cash Flow | $3.73B | $1.76B |
| Cash | $44.06B | $28.43B |
| Total Debt | $14.72B | $165.74B |
Data sourced from Yahoo Finance. Green highlights indicate better performance for that metric. Use the interactive tool for real-time data.
Business Model Comparison
Tesla
Tesla stands as the leading electric vehicle manufacturer and clean energy company. Generating $94.83 billion in annual revenue (growing -3.1% year-over-year) and carrying a market capitalization of $1.52 trillion, the company has cemented its position as a foundational player in the global Auto Manufacturers landscape. Under the leadership of Elon Musk, Tesla continues to execute on a multi-year strategic vision that balances growth investment w…
Full Tesla analysis →Ford Motor
Ford Motor Company stands as a leading company in Consumer Cyclical. Generating $187.27 billion in annual revenue (growing -4.8% year-over-year) and carrying a market capitalization of $49.23 billion, the company has cemented its position as a foundational player in the global Auto Manufacturers landscape. Under the leadership of its leadership team, Ford Motor Company continues to execute on a multi-year strategic vision that balances growth inv…
Full Ford Motor analysis →SWOT Analysis Comparison
Strengths
Tesla
- With a market capitalization of $1.52T, Tesla is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and capital access that smaller com
- Tesla generated $3.73B in free cash flow, providing financial flexibility to invest in growth initiatives, return capital to shareholders, or strengthen the balance sheet.
- Supercharger network: 60,000+ chargers globally, now the de facto standard for EV charging in North America
Ford Motor
- Ford Motor Company generated $1.76B in free cash flow, providing financial flexibility to invest in growth initiatives, return capital to shareholders, or strengthen the balance sheet.
Weaknesses
Tesla
- Year-over-year revenue declined 3.1%, raising questions about demand for Tesla's core offerings and requiring management to articulate a credible recovery path.
- A net profit margin of 4.0% leaves limited buffer against revenue fluctuations or cost increases. Any significant market downturn could quickly pressure profitability.
- With 134,785 employees globally, Tesla faces inherent challenges in agility, decision-making speed, and maintaining a consistent culture across geographies — advantages that smaller, nimbler competito
Ford Motor
- With a debt-to-equity ratio of 460.6, Ford Motor Company carries significant debt relative to equity. While manageable given its cash flow, elevated leverage limits financial flexibility and increases
- Year-over-year revenue declined 4.8%, raising questions about demand for Ford Motor Company's core offerings and requiring management to articulate a credible recovery path.
- With 169,000 employees globally, Ford Motor Company faces inherent challenges in agility, decision-making speed, and maintaining a consistent culture across geographies — advantages that smaller, nimb
Opportunities
Tesla
- Tesla operates in the Auto Manufacturers segment of the broader Consumer Cyclical sector, which represents a $28 trillion global consumer spending market. Even modest share gains in this environment t
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for Tesla's
- With $44.06B in cash and strong free cash flow generation, Tesla is well-positioned to pursue strategic acquisitions that expand its capabilities, customer base, or geographic reach.
Ford Motor
- Ford Motor Company operates in the Auto Manufacturers segment of the broader Consumer Cyclical sector, which represents a $28 trillion global consumer spending market. Even modest share gains in this
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for Ford Mo
- With $28.43B in cash and strong free cash flow generation, Ford Motor Company is well-positioned to pursue strategic acquisitions that expand its capabilities, customer base, or geographic reach.
Threats
Tesla
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. Tesla's revenue is not fully insulated from macroeconomic cycles, and a recession scenario c
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on Tesla's business mo
- Competition for skilled technology, engineering, and management talent remains intense. High employee turnover or inability to attract top talent could slow innovation and execution — particularly cri
Ford Motor
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. Ford Motor Company's revenue is not fully insulated from macroeconomic cycles, and a recessi
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on Ford Motor Company'
- Competition for skilled technology, engineering, and management talent remains intense. High employee turnover or inability to attract top talent could slow innovation and execution — particularly cri
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Open Comparison ToolTesla vs Ford Motor: FAQ
- Is Tesla bigger than Ford Motor?
- By market capitalization, Tesla is larger at $1.49T vs Ford Motor's $48.47B.
- Which has better profit margins — Tesla or Ford Motor?
- Tesla has higher net profit margins (4.0%) compared to Ford Motor (-4.4%). Gross and operating margins are compared in the table above.
- What sectors do Tesla and Ford Motor operate in?
- Tesla operates in the Consumer Cyclical sector (Auto Manufacturers). Ford Motor operates in the Consumer Cyclical sector (Auto Manufacturers).
- How does Tesla's revenue compare to Ford Motor's?
- Tesla generates $94.83B in annual revenue (TTM) while Ford Motor generates $187.27B. Ford Motor is the larger company by revenue as of 2026.