Core Insights - Ford Motor Company operates three business segments: Ford Pro, Model e, and Ford Blue, with Ford Pro being the only segment showing competitive strength [1][7] - Ford Pro achieved $1.3 billion in EBIT, while Ford Blue's EBIT fell to $96 million from $901 million year-over-year, and Model e continued to incur losses [1][7] Segment Performance - Ford Pro serves commercial customers, including small businesses and government agencies, with popular products like F-150 and Transit Van, and offers fleet management and financing services [2] - The segment holds a 40% market share in North America and aims to maintain EBIT margins in the mid-teens, with 675,000 paid software subscriptions contributing to revenue growth [3] - Ford Pro's sustainable and capital-efficient methods have set a benchmark for the company's other segments, which are now looking to replicate its success [4] Market Comparison - Ford's stock has decreased by approximately 2% over the past year, contrasting with the auto industry's growth of 22.9%, while General Motors and Tesla saw gains of 7.7% and 83.3%, respectively [5] - In terms of valuation, Ford trades at a forward price-to-sales ratio of 0.26, below the industry average, while General Motors and Tesla trade at 0.28 and 9.48, respectively [8]