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I view them both very similarly- both are very well-run with great leadership teams and produce great products at nice margins. I personally like Ford a bit mor
by dkrich 10y ago
I view them both very similarly- both are very well-run with great leadership teams and produce great products at nice margins. I personally like Ford a bit more because I think the valuation at the current price is a little better and because they sell the F-150 which is arguably the most valuable car model in the world. But at the current valuations I like both.
- MegaButts 10y agoI am not an expert in the traditional automaker space, but I think about it more about where they're heading. While I certainly take into account the subprime auto loan issue, I'm more curious how each company is adapting to the future. GM is focused on competing directly with Uber with their acquisition of Cruise and rolling out the Bolt (they could use almost any car, but having a great EV already in production certainly helps). Ford is focused on competing with more traditional public transportation by acquiring Chariot and investing $1 billion in Argo.ai, and hope to have autonomous fleets ready to deploy in 2021. I actually feel like they're going to become more unique moving forward. I think Ford will likely have an easier time working with cities and using Chariot as a new form of public transportation. I think GM will have an easier time (hopefully) dominating the more traditional ride-share program. I feel like there's more upside for GM, but it's riskier. I'm also very confused by how Ford structured Argo.ai, but maybe it'll work the way they intended. I guess we'll find out in ~5 years.