Ford Motor Company (F)
Ford is one of the oldest US automakers, best known for the F-Series pickups that anchor its profits. It is investing in electric vehicles while managing the costs of that transition against its combustion lineup.
F vs HAS: how the two businesses compare
- Bigger business: F, with $187.3B of yearly revenue, about 35× HAS's $5.4B.
- More cash from each sale: HAS turns 17 cents of each sales dollar into operating cash flow, against 11 cents at F.
From each company's latest annual SEC filing. Fiscal years can end on different dates.
Ford Motor (F) is the larger business by reported revenue: $187.3B in its fiscal year ended Dec 2025, about 35× HAS's $5.4B (fiscal year ended Dec 2025). The SEC classifies them differently (Motor Vehicles & Passenger Car Bodies; Games, Toys & Children's Vehicles (No Dolls & Bicycles)); what connects them is shared exposure to the Tariffs & trade research theme, not a common industry.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Consumer Discretionary
- Different
- Separate classifications
- Different
- F December 31 · HAS December 27
- Feb 25, 2026
F vs HAS: quick comparison
| Company fact | F | HAS |
|---|---|---|
| Company | Ford Motor Company | Hasbro, Inc. |
| Exchange | NYSE | NASDAQ |
| Headquarters | Dearborn, Michigan | — |
| Founded | 1903 | — |
| SEC industry | Motor Vehicles & Passenger Car Bodies | Games, Toys & Children's Vehicles (No Dolls & Bicycles) |
| Fiscal year-end | December 31 | December 27 |
| Latest annual filing | 10-K · 2026-02-11 | 10-K · 2026-02-25 |
F vs HAS: audited financials
- Scale: F's $187.3B of revenue is about 35× HAS's $5.4B.
- Cash conversion: operating cash flow equalled F 11.4% of revenue; HAS 16.6% of revenue. A ratio well above 1× usually reflects non-cash charges or working-capital release; well below 1× can reflect working-capital build or non-cash gains.
- Periods: the fiscal years end 3 days apart (2025-12-31 and 2025-12-28), so these annual figures cover close to the same months.
| Metric | F | HAS |
|---|---|---|
| Revenue | $187.3B2025-01-01 to 2025-12-31 · SEC filing | $5.4B2024-12-30 to 2025-12-28 · SEC filing |
| Net income | $5.9B2024-01-01 to 2024-12-31 · SEC filing | −$322M2024-12-30 to 2025-12-28 · SEC filing |
| Operating cash flow | $21.3B2025-01-01 to 2025-12-31 · SEC filing | $893M2024-12-30 to 2025-12-28 · SEC filing |
| Diluted EPS | −$2.062025-01-01 to 2025-12-31 · SEC filing | −$2.302024-12-30 to 2025-12-28 · SEC filing |
| Net margin | — | -6.0%2024-12-30 to 2025-12-28 · SEC filing |
F: FY ending 2025-12-31 · HAS: FY ending 2025-12-28. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Where F and HAS overlap, and where they don't
Overlap
- Shared research theme: Tariffs & trade.
- Nearly aligned fiscal calendars: F's year ends December 31 and HAS's December 27.
Differences
- Different SEC industries: F files as Motor Vehicles & Passenger Car Bodies; HAS as Games, Toys & Children's Vehicles (No Dolls & Bicycles).
- Scale: F reported about 35× the annual revenue of HAS.
- HAS reported a net loss of $322M in its fiscal year ended Dec 2025.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
Hasbro, Inc. (HAS)
Hasbro makes toys and games and licenses entertainment brands including Magic: The Gathering and Dungeons & Dragons.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves F
We have not yet published a company-specific driver list for F. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-02-11.
What moves HAS
We have not yet published a company-specific driver list for HAS. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-02-25.
The investment question
You now know F reports about 35× HAS's revenue. Those are the facts. The investment question is what each share price already assumes about their exposure to tariffs & trade, and which evidence in the next filings would prove that assumption wrong.
Members-only research
Members-only research on F and HAS
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Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. F's fiscal year ends December 31, while HAS's ends December 27. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 33 matched transaction rows for F and 7 matched transaction rows for HAS. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
F primary filings
HAS primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
F vs HAS FAQs
Are F and HAS direct competitors?
Not necessarily. Ford Motor files as Motor Vehicles & Passenger Car Bodies and Hasbro as Games, Toys & Children's Vehicles (No Dolls & Bicycles). The pair is compared because both map to the Tariffs & trade research theme, not because the filings show head-to-head competition.
Is F or HAS the bigger company by revenue?
Ford Motor (F) is the larger business by reported revenue: $187.3B in its fiscal year ended Dec 2025, about 35× HAS's $5.4B (fiscal year ended Dec 2025). The SEC classifies them differently (Motor Vehicles & Passenger Car Bodies; Games, Toys & Children's Vehicles (No Dolls & Bicycles)); what connects them is shared exposure to the Tariffs & trade research theme, not a common industry. Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
Which is better, F or HAS?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this F vs HAS comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Ford Motor Company and Hasbro, Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
F vs HAS compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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