GROWTH
Top line decelerating.
+5.2% YoY versus +7.5% prior. 3y CAGR +6.4%.
+5.2%
Toyota Motor Corporation TM
Consumer Discretionary · Market Cap: $228.0B
$173.94▲ 1.17 (0.68%)
Fundamentals as of 2026-03-31
We use cookies
MainRatios uses cookies for essential site functions. With your consent, we also use analytics cookies including session replay sampling (PostHog, Google Analytics) and advertising cookies (Google AdSense). You can reject non-essential cookies, including the "sale" or sharing of personal information under CCPA, and you may withdraw consent at any time (GDPR). See our Privacy Policy for details.
Consumer Discretionary · Market Cap: $228.0B
Fundamentals as of 2026-03-31
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
The Question
1 of 2 legendary models say BUY TM — but Howard Marks disagrees.
What would legendary investors pay for TM?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
+5.2% YoY versus +7.5% prior. 3y CAGR +6.4%.
+5.2%Net margin 7.6% versus 9.9% prior (−2.3pp). Operating 7.5% — gap is tight.
7.6%P/E 9.0x — 3% below the 5y median of 9.3x. Forward 0.1x hints at EPS expansion next year.
9.0xBottom line: TM is rated BUY by all 2 legendary models, 32% below avg fair value $255, but earns a B sector grade (62/100) in Consumer Discretionary. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
TM is in the Consumer Discretionary sector. Sector ranking and peer comparison are in the sector tab.
1 of 2 legendary investor models rate TM a BUY. Fair value estimates and full investor breakdown are in the valuation tab.
Average fair value across qualifying models: $255. See the per-investor fair-value table in the valuation tab.
TM trades at 9.7x earnings. Sector context and per-investor signals are in the valuation tab.
TM and MCD differ on P/E, ROE, and revenue growth. See the full TM vs MCD compare matrix.
Lynch and Marks evaluate TM against their respective frameworks. Per-model fair value and reasoning are in the valuation tab
Concerns — Toyota Motor Corporation's 10.1% ROE is below sector median.
Financial story
Concerns — Toyota Motor Corporation's 10.1% ROE and 1.62 debt-to-equity warrant a closer look at the underlying business.
How does TM compare?
See exactly where TM ranks
Sign in to unlock the full sector ranking — free.
Sign in to see the rankingTM sits at #14 in Consumer Discretionary with a B grade (62/100).
