Ford Motor Company (F) vs Tesla, Inc. (TSLA)

Ford Motor Company manufactures vehicles under the Ford and Lincoln brands. In March 2022, the company announced that it would operate its internal combustion engine business, Ford Blue, and its battery electric vehicle business, Ford Model e, as separate units within Ford Motor. Ford holds more than 13% market share in the United States, around 10% in the UK, and slightly above 1% in China, including Taiwan and unconsolidated affiliates. The US accounted for approximately 65% of the company’s total 2025 revenue. Headquartered in Dearborn, Michigan, Ford employs about 169,000 people, including roughly 56,300 UAW employees.

Tesla, Inc. is a vertically integrated battery electric vehicle manufacturer and developer of real-world artificial intelligence software, including autonomous driving technology and humanoid robots. Its vehicle lineup includes luxury and midsize sedans, crossover SUVs, a light truck, and a semi truck. Tesla also plans to launch a sports car and introduce a robotaxi service. In 2025, the company delivered nearly 1.64 million vehicles globally. Beyond automotive operations, Tesla sells batteries for stationary energy storage across residential, commercial, and utility applications, along with solar panels and solar roofs for power generation. The company also operates a fast-charging network and an auto insurance business.