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TM.BA$17510.00+0.52%
Fair $17510.00+0.0%

TM.BA

Toyota Motor Corporation

Consumer Cyclical / Auto ManufacturersBuenos AiresAR

$17510.00

+90.00 (+0.52%)

Fairly Valued+0.0%Fair Value $17510.00Fund rank 24/100 · Data gapFallback financials|
SA 30/D
F-Score: 3/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-842.0B · quality 44.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

30/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · TM.BALocal privado en este navegador · Toyota Motor Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1141.07T

P/E

33.0x

↑

EV/EBITDA

154.0x

↑

ROE

9.6%

↑

Gross Margin

16.7%

↓

Debt/Equity

1.08

↑
52-Week Range$17510
$13150$24550

TradingView lightweight chart

TM.BA price, volumen y niveles de valoración

Último $17,510Periodo +28938.1%
Fair value: $17,510

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+10.9%

FCF CAGR

—

FCF margin

0.4%

FCF / Net income

0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $50.68T · net income $3.85T · FCF $179.57B

2023-FY → 2026-FY

Gross margin

16.7%-0.3% pts

Operating margin

7.4%+0.1% pts

Net margin

7.6%+1.0% pts

FCF margin

0.4%+2.4% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$50684.95B$50684.95B$48036.70B$45095.32B$37154.30B
Net Income$3848.10B$3848.10B$4765.09B$4944.93B$2451.32B
EBITDA$7605.81B$7605.81B$8749.93B$9116.88B$5755.99B
EPS59.0559.0571.9173.1935.89
Gross Margin16.7%16.7%19.9%20.8%17.0%
Operating Margin7.4%7.4%10.0%11.9%7.3%
Net Margin7.6%7.6%9.9%11.0%6.6%
Balance Sheet
Debt/Equity1.081.081.081.071.04
Current Ratio1.271.27———
Cash Flow
Free Cash Flow$179.57B$179.57B$-1560.99B$-842.02B$-750.76B
Returns
ROE9.6%9.6%13.3%14.4%8.7%
Valuation
P/E33.0033.00197.46229.58320.32
EV/EBITDA154.04154.04110.94127.50140.21
P/B28.5828.5826.1933.1727.71
Growth & Yield
Revenue Growth5.5%5.5%6.5%21.4%—
EPS Growth-17.9%-17.9%-1.7%103.9%—
Dividend Yield3.5%3.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

197.4%

muy exigente

EPS terminal req.

$1553.72

Spread vs growth

-215.3%

5Y implied EPS CAGR

99.8%

muy exigente

EPS terminal req.

$1880.00

Spread vs growth

-117.7%

10Y implied EPS CAGR

48.2%

muy exigente

EPS terminal req.

$3027.76

Spread vs growth

-66.1%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +22.8%

Total return

+22.8%

Start / end P/E

204.1x → 296.5x

EPS bridge

71.91 → 59.05

Residual

-8.1%

EPS growth-17.9%
Multiple rerating+45.3%
Dividend+3.5%
Residual / FX / buybacks / cross-term-8.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.