Ford Motor Company (F) Competitors & Peers
The 5 companies closest to Ford Motor Company on the factors that matter — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| TSLA | Competitor | $330.88 | P/E 303.6RSI 43Cap 1.31 T |
| TOYOF | Peer | $18.75 | P/E 8.4RSI 57Cap 222.0 B |
| TM | Peer | $188.78 | P/E 8.5RSI 58Cap 223.5 B |
| BYDDF | Peer | $11.81 | P/E 26.2RSI 58Cap 107.7 B |
| GM | Competitor | $87.96 | P/E 39.1RSI 62Cap 79.6 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- BWASupplier
Own 10-K customer-concentration disclosure: Ford = 13% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - DCHSupplier
Own 10-K customer-concentration disclosure: Ford = 13% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - STRTSupplier
Own 10-Q customer-concentration disclosure: FordMotorCompany = 22% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - PAMTSupplier
Own 10-K customer-concentration disclosure: FordMotorCompany = 5% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- GMCompetitor
Ford + GM top-2 US auto OEMs.
Model-inferred, unverified — treat as a lead, not evidence - 7203.TCompetitor
Toyota and Ford are direct competitors in passenger cars, SUVs, and commercial vehicles, particularly in North America and Asia-Pacific.
Model-inferred, unverified — treat as a lead, not evidence - STLACompetitor
US Detroit OEM competition.
Model-inferred, unverified — treat as a lead, not evidence - GOOGLPartner
Google provides the Android Automotive OS that powers the Ford Digital Experience infotainment system, and is the preferred cloud provider for Ford's digital operations.
Model-inferred, unverified — treat as a lead, not evidence - 096770.KSSupplier
SK On supplies lithium-ion batteries for Ford vehicles and is a former partner in the BlueOval SK joint venture.
Model-inferred, unverified — treat as a lead, not evidence - 000550.SZPartner
JMC is Ford's joint venture partner in JMC Ford, which manufactures commercial vehicles, SUVs, and EV platforms in China.
Model-inferred, unverified — treat as a lead, not evidence - 000625.SZPartner
Changan Automobile is Ford's 50/50 joint venture partner in Changan Ford, which manufactures and sells Ford passenger vehicles in China.
Model-inferred, unverified — treat as a lead, not evidence - 300074.SZLicensor
CATL is partnering with Ford under an LRS (Licensing Royalty Service) model, licensing its LFP battery cell technology to Ford's battery plant in Marshall, Michigan.
Model-inferred, unverified — treat as a lead, not evidence - GMCompetitor
GM is Ford's principal domestic competitor in the North American automotive market, competing heavily in full-size trucks, SUVs, and electric vehicles.
Model-inferred, unverified — treat as a lead, not evidence - HTZCustomer
Hertz is a major commercial fleet customer that purchases Ford internal combustion and electric vehicles for its rental fleet.
Model-inferred, unverified — treat as a lead, not evidence - APTVCustomer
Ford Motor Company is one of Aptiv's largest historical customers for wiring harnesses and electronic control units.
Model-inferred, unverified — treat as a lead, not evidence - QCOMSupplier
Qualcomm supplies high-performance automotive-grade processors and Snapdragon Digital Chassis platforms that power Ford's digital instrumentation, digital cockpits, and connectivity systems.
Model-inferred, unverified — treat as a lead, not evidence - MBLYSupplier
Mobileye supplies its EyeQ vision processing chips and camera-based ADAS software for Ford's Co-Pilot360 suite.
Model-inferred, unverified — treat as a lead, not evidence - 300750.SZSupplier
Ford-CATL LFP cell partnership at Michigan plant.
Model-inferred, unverified — treat as a lead, not evidence - ALBSupplier
Ford-Albemarle multi-year lithium offtake.
Model-inferred, unverified — treat as a lead, not evidence - TSLACompetitor
Tesla EV + Ford ICE/EV crossover competition.
Model-inferred, unverified — treat as a lead, not evidence - SAHSupplier
Ford supplies new vehicles distributed by Sonic dealerships.
Model-inferred, unverified — treat as a lead, not evidence - GNTXCustomer
Gentex supplies dimming mirrors and camera safety units across Ford vehicle lines.
Model-inferred, unverified — treat as a lead, not evidence - GTESCustomer
Gates supplies belt and hose systems to Ford vehicle assemblies.
Model-inferred, unverified — treat as a lead, not evidence - STCustomer
Ford installs Sensata tire-pressure monitoring sensors and powertrain control switches in its trucks.
Model-inferred, unverified — treat as a lead, not evidence - VCCustomer
Ford is Visteon's largest client, buying cockpit clusters and information display systems.
Model-inferred, unverified — treat as a lead, not evidence - ANSupplier
Ford supplies passenger cars and F-Series trucks to AutoNation's retail lots.
Model-inferred, unverified — treat as a lead, not evidence - 300750.SZSupplier
Ford-CATL LFP cell manufacturing partnership (Michigan).
Model-inferred, unverified — treat as a lead, not evidence - BOSCHSupplier
Bosch supplies fuel systems + ADAS + ABS to Ford.
Model-inferred, unverified — treat as a lead, not evidence - GTXCustomer
Garrett supplies turbochargers for Ford's EcoBoost passenger cars and F-Series commercial truck lines.
Model-inferred, unverified — treat as a lead, not evidence - LGESSupplier
LG Energy supplies cells to Ford-LGES JV.
Model-inferred, unverified — treat as a lead, not evidence - GGBSupplier
Gerdau supplies automotive-grade structural steel used in Ford truck and car frames.
Model-inferred, unverified — treat as a lead, not evidence - ALBSupplier
Albemarle has lithium hydroxide supply agreement with Ford for EV battery production.
Model-inferred, unverified — treat as a lead, not evidence - IFNNYSupplier
Infineon power semis in Ford.
Model-inferred, unverified — treat as a lead, not evidence - TXNSupplier
TI analog + power management across Ford vehicles.
Model-inferred, unverified — treat as a lead, not evidence - ONSupplier
Onsemi SiC for Ford EV programs.
Model-inferred, unverified — treat as a lead, not evidence - HMCCompetitor
US ICE/HEV crossover competition.
Model-inferred, unverified — treat as a lead, not evidence - NXPISupplier
NXP MCUs in Ford SDV platforms.
Model-inferred, unverified — treat as a lead, not evidence - MGASupplier
Magna supplies seats + powertrain to Ford F-150 / Bronco.
Model-inferred, unverified — treat as a lead, not evidence - QCOMSupplier
Qualcomm Snapdragon Digital Chassis powers Ford SDV strategy.
Model-inferred, unverified — treat as a lead, not evidence - MGASupplier
Magna supplies seats + powertrain modules.
Model-inferred, unverified — treat as a lead, not evidence - APHSupplier
Amphenol supplies sensors + connectors.
Model-inferred, unverified — treat as a lead, not evidence - APHSupplier
Amphenol supplies sensor and connector content across Ford ICE and EV platforms.
Model-inferred, unverified — treat as a lead, not evidence - 005380.KSCompetitor
US EV + ICE light truck competition.
Model-inferred, unverified — treat as a lead, not evidence - ADSKSupplier
Ford uses Autodesk Alias/VRED for automotive surface design and visualization.
Model-inferred, unverified — treat as a lead, not evidence - INTCSupplier
Mobileye EyeQ used historically in some Ford ADAS programs.
Model-inferred, unverified — treat as a lead, not evidence