Ford Motor vs Tesla (F vs TSLA)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Ford Motor is the larger company by revenue ($187.3B vs $94.8B). Tesla carries the larger market value ($1.4T vs $55.8B). Tesla has grown revenue faster over the last 4 fiscal years (+76.2% cumulative vs +37.4%). Tesla runs the higher operating margin (4.6% vs -4.9%).
About Ford Motor
Ford Motor Company manufactures and sells automobiles, including electrified vehicles, and provides related services. The company serves customers globally and relies on a complex supply chain for components and raw materials. Ford also offers financing services through its Ford Credit division.
About Tesla
Tesla, Inc. designs, develops, manufactures, sells, and leases high-performance fully electric vehicles and energy generation and storage systems. Its automotive products include consumer electric vehicles such as the Model 3, Model Y, Model S, Model X, Cybertruck, and the Tesla Semi, along with related services like vehicle leasing, insurance, and Supercharging. Tesla also offers energy storage products like Powerwall and Megapack, solar energy generation systems including solar panels and Solar Roof, and develops AI-based technologies for autonomous driving and robotics, serving individual consumers, commercial clients, utilities, and energy markets globally.
Head to head (F FY2025 vs TSLA FY2025)
| Metric | FFY2025 | TSLAFY2025 |
|---|---|---|
| Revenue | $187.27B | $94.83B |
| Revenue growth (YoY) | 1.2% | -2.9% |
| Gross margin | 6.8% | 18.0% |
| Operating margin | -4.9% | 4.6% |
| Net margin | -4.4% | 4.0% |
| Net income | $-8.16B | $3.79B |
| Diluted EPS | $-2.06 | $1.08 |
| FCF margin | 6.7% | 6.6% |
| ROE | -22.7% | 4.6% |
| Debt / equity | — | 0.1× |
| Market cap | $55.79B | $1.43T |
| P/E (TTM) | — | 349.4× |
Fundamentals are from each company’s SEC filings (F FY2025, TSLA FY2025). P/E and market cap are derived from recent market prices and update daily.
Five-year trend (as reported)
| Revenue | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| F | $136.34B | $158.06B | $176.19B | $184.99B | $187.27B |
| TSLA | $53.82B | $81.46B | $96.77B | $97.69B | $94.83B |
Peer standing
Where each company ranks among the 403 Consumer Discretionary companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | F | TSLA |
|---|---|---|
| Gross margin | 6.8%4th percentile of 275 | 18.0%19th percentile of 275 |
| Operating margin | -4.9%18th percentile of 348 | 4.6%54th percentile of 348 |
| Net margin | -4.4%23rd percentile of 377 | 4.0%59th percentile of 377 |
| FCF margin | 6.7%66th percentile of 350 | 6.6%65th percentile of 350 |
| Revenue growth (YoY) | +1.2%39th percentile of 394 | -2.9%27th percentile of 394 |
| ROE | -22.7%20th percentile of 343 | 4.6%43rd percentile of 343 |
| Short interest (days to cover) | 1.76d25th percentile of 401 | 1.72d24th percentile of 401 |
Short interest
| FINRA settlement data | F | TSLA |
|---|---|---|
| Shares sold short | 103.9M | 79.1M |
| Change vs prior settlement | -8.9% | +1.2% |
| Days to cover | 1.76 | 1.72 |
| As of settlement | 2026-06-30 | 2026-06-30 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 open-market activity | F | TSLA |
|---|---|---|
| Buys | 1 ($148,880) | 0 |
| Sells | 0 | 18 ($12.4M) |
Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.
Held by the same investors
7 tracked 13F managers hold both Ford Motor and Tesla as of their latest quarterly filings: AQR Capital Management, Bridgewater Associates, Citadel Advisors, D. E. Shaw, Gotham Asset Management, Millennium Management, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.
Go deeper
Track F and TSLA
Get an alert when either company files something material, see which superinvestors own them, and ask their filings a question with cited answers.
Start monitoring freeIncludes one free filing-grounded research answer. Or check your whole portfolio, no account needed.
Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.