Ford: Surviving Cyclical Auto Business Through Excellent Diversification


  • Ford’s dividend investment thesis remains robust, thanks to the management’s raised FY2024 FCF guidance and its well-diversified automotive offerings across different end markets.
  • For example, as retail EV adoption stalls, it has reported double-digit growth in Hybrid sales and commercial/ Ford Pro sales, well balancing its overall performance.
  • F’s exclusive partnership with BLBD is likely to be a tailwind as well, as the US government offers new funding for electric heavy-duty vehicles and school buses.
  • With the stock currently trading at relatively cheap valuations, it remains a compelling buy for those looking to add, with its predictable trading pattern also suitable for swing traders.


We previously covered Ford Motor (NYSE:F) in March 2024, discussing its promising FY2024 guidance and excellent supplementary FQ1’24 dividend payouts, demonstrating the safety of its investment thesis.

With a highly profitable legacy business to fall back on during the decelerating

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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