| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 78 | 8.5x | 17.8x | Top tier | |
Growth | 55 | 8.6% | 7.1% | Around median | |
Quality | 31 | 3.2% | 4.5% | Bottom tier | |
Safety | 47 | 4.4x | 2.6x | Around median | |
Capital Return | 23 | — | 2.12% | Bottom tier | |
Momentum | 35 | -4.8% | 2.9% | Bottom tier | |
Sentiment | 74 | 3 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Toyota Motor Corporation is a global automotive and mobility company that sells Toyota and Lexus vehicles across five brand themes led by Century, with a lineup spanning conventional vehicles, hybrid electric vehicles HEV, plug-in hybrid electric vehicles PHEV, and battery electric vehicles BEV. Its core revenue strength comes from vehicle sales, while the company expands value-chain profits through financing and services linked to units in operation; management said value-chain revenue grew by about 150 billion yen annually during previous years.
In the fiscal 2026 Q4 briefing dated May 8, 2026, Toyota announced full-year fiscal 2026 results: sales revenue of 50.6849 trillion yen, operating income of 3.7662 trillion yen, income before taxes of 5.1529 trillion yen, and net income of 3.848 trillion yen. Consolidated vehicle sales totaled 9.595 million units, up 2.5%, while Toyota and Lexus sales reached 10.477 million units, up 2.0%.
Operating income equaled about 7.4% of fiscal 2026 revenue, while net income equaled about 7.6%. Electrified vehicle sales exceeded five million units for the first time, led by HEV, with PHEV and BEV also growing, and Japan and North America driving the increase in volumes; by contrast, operating income declined in Japan and North America, while it improved in other regions due to pricing adjustments, and the China business benefited from marketing, cost reductions, and financing.
Analyst consensus on TM is neutral, with an average target of $179.41 and identical high and low targets at the same level, compared with a 52-week range of $166.1 to $248.9. The target is within the range and about 28% below its high, consistent with a reassessment that accounts for the expected third consecutive year of declining operating income, U.S. tariffs, and weakness in China; the data do not provide a valid price-to-earnings ratio that can be used as an additional anchor.
Figures in the text are as of 2026-08-26; the live price is shown at the top of the page.
In the May 8, 2026 briefing, Toyota presented full-year fiscal 2026 results, recording sales revenue of 50.6849 trillion yen. Operating income was 3.7662 trillion yen and net income was 3.848 trillion yen, equivalent to approximate margins of 7.4% and 7.6%, respectively. Consolidated sales reached 9.595 million vehicles, while Toyota and Lexus sales totaled about 10.477 million units.
Toyota expects revenue of 51 trillion yen, operating income of 3 trillion yen, and net income of 3 trillion yen in fiscal 2027. It is targeting 9.6 million consolidated vehicles and 10.5 million Toyota and Lexus vehicles, representing limited growth of 0.1% and 0.2%, respectively. The outlook includes a negative impact of 670 billion yen from the Middle East, in addition to the 1.38 trillion yen impact of U.S. tariffs.
Yes, electrified vehicle sales exceeded five million units for the first time in fiscal 2026, led by HEV in North America and China. Toyota expects HEV sales alone to exceed five million units in fiscal 2027, with total electrified vehicles approaching six million. The company is supporting this by expanding capacity for HEV batteries and units and improving production and delivery for waiting customers.
Automated analysis for informational purposes only — not investment advice.
Toyota is targeting sales of about 600 thousand BEV vehicles in fiscal 2027, equivalent to 246% of the previous level. Planned growth is concentrated in China, Europe, and North America, with products tailored to China and vehicles produced in collaboration with Suzuki in Europe. In North America, the company intends to increase its BEV presence under a multi-pathway full-lineup approach rather than abandoning HEV or PHEV.
The company expects operating income to decline from 3.7662 trillion yen in fiscal 2026 to 3 trillion yen in fiscal 2027 despite revenue rising to 51 trillion yen. The pressure stems from U.S. tariffs, labor and materials cost inflation, and the Middle East impact, which Toyota estimates at about 670 billion yen. Management also said its short-term measures preceded the slower structural transformations, so the expected decline would be the third consecutive decrease in operating income.
Toyota announced on July 30, 2026, that global production and sales declined during the first half for the first time in two years. It attributed this primarily to weak consumer demand in China and the impact of the RAV4 model changeover. Full-scale production of the fully refreshed RAV4 could support fiscal 2027 volumes, but the forecast of only 0.1% growth in consolidated sales leaves limited room for any additional weakness in China.
