Tesla vs. Ford: Don’t Buy Either Stock Until You Read This

1 hour ago 2

Vandita Jadeja

Thu, April 9, 2026 astatine 9:08 AM CDT 6 min read

Tesla (TSLA) posted Q4 conveyance deliveries down 16% year-over-year to 418,227 units, but vigor retention surged 25% with grounds 14.2 GWh deployments and Full Self Driving subscriptions deed 1.1M globally.
Ford (F) absorbed a $10.7B EV write-down but Super Duty pickup measurement reached its champion twelvemonth since 2004, up 10%, and Ford Pro bundle subscriptions grew 30%.
Tesla is betting $20B+ successful 2026 CapEx connected autonomous robotaxis, Optimus robotics, and home AI spot fabrication portion facing uncertain regulatory timelines, whereas Ford narrowed absorption to profitable commercialized trucks and bundle subscriptions targeting 8% adjusted EBIT borderline by 2029.
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Tesla (NASDAQ:TSLA) and Ford (NYSE:F) closed 2025 with results that crystallize their diverging futures. Tesla reported 4th fourth net leaning into autonomy and AI portion Ford showed a monolithic EV write-down but its commercialized motortruck concern posted its champion numbers successful years.

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Tesla's automotive communicative is complicated. Vehicle deliveries fell 16% year-over-year to 418,227 units successful Q4, and full-year gross declined 2.93% to $94.827 billion.

Margin betterment and non-automotive maturation saved the quarter. The Energy Generation and Storage conception grew 25% year-over-year with grounds Q4 deployments of 14.2 GWh, portion Services and Other roseate 18% year-over-year. Automotive gross borderline climbed to 20.4%, oregon 17.9% excluding regulatory credits. Full Self Driving subscriptions reached astir 1,100,000 globally, with Tesla transitioning to subscription-only this quarter.

Ford's header looked awful. A GAAP nett nonaccomplishment of $11.10 cardinal successful Q4 driven by $10.70 cardinal successful Model e plus impairments and EV programme cancellations dominated coverage. The underlying concern delivered connected aggregate fronts.

Super Duty pickups had their champion measurement twelvemonth since 2004, up 10%. Ford Pro paid bundle subscriptions grew 30% successful 2025. Ford Credit full-year net earlier taxes roseate 55% year-over-year to $2.6 billion.

Business Driver

Tesla (Q4 2025)

Ford (Q4 2025)

Core Revenue Growth	Energy retention (+25% YoY), FSD subscriptions (+38% YoY)	Ford Pro bundle (+30%), Super Duty trucks (best since 2004)
Biggest Drag	Vehicle deliveries (-16% YoY)	Model e losses ($4.81B full-year EBIT loss)
Gross Margin	20.1% (up 386 bps YoY)	$12.801B gross nett (-17.44% YoY)
Cash Position	$44.059B (+173% YoY)	$23.356B (+11.94% YoY)

The strategical spread has ne'er been wider. Tesla is spending heavy connected infrastructure that does not yet make revenue. CapEx guidance for 2026 exceeds $20 billion, backing six simultaneous mill ramps including CyberCab, Tesla Semi, Optimus, and AI compute.

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