Isuzu Motors Limited

DB:ISU Stock Report

Market Cap: €9.1b

Isuzu Motors Valuation

Is ISU undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

1/6

Valuation Score 1/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of ISU when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: ISU (€12.3) is trading above our estimate of fair value (€10.83)

Significantly Below Fair Value: ISU is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for ISU?

Key metric: As ISU is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for ISU. This is calculated by dividing ISU's market cap by their current earnings.
What is ISU's PE Ratio?
PE Ratio9.3x
EarningsJP¥157.51b
Market CapJP¥1.46t

Price to Earnings Ratio vs Peers

How does ISU's PE Ratio compare to its peers?

The above table shows the PE ratio for ISU vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average6.1x
PAH3 Porsche Automobil Holding
2.8x18.5%€10.5b
BMW Bayerische Motoren Werke
5.2x5.6%€42.3b
VOW3 Volkswagen
3.3x9.6%€41.7b
P911 Dr. Ing. h.c. F. Porsche
13.2x11.3%€52.5b
ISU Isuzu Motors
9.3x6.1%€1.5t

Price-To-Earnings vs Peers: ISU is expensive based on its Price-To-Earnings Ratio (9.3x) compared to the peer average (6.1x).

Price to Earnings Ratio vs Industry

How does ISU's PE Ratio compare vs other companies in the Global Auto Industry?

2 CompaniesPrice / EarningsEstimated GrowthMarket Cap
ISU 9.3xIndustry Avg. 15.7xNo. of Companies13PE01020304050+
2 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: ISU is good value based on its Price-To-Earnings Ratio (9.3x) compared to the Global Auto industry average (15.7x).

Price to Earnings Ratio vs Fair Ratio

What is ISU's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

ISU PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio9.3x
Fair PE Ratio7.3x

Price-To-Earnings vs Fair Ratio: ISU is expensive based on its Price-To-Earnings Ratio (9.3x) compared to the estimated Fair Price-To-Earnings Ratio (7.3x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst ISU forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€12.30
€14.02
+14.0%
16.8%€18.61€9.92n/a12
Nov ’25€10.90
€14.04
+28.8%
15.2%€18.46€9.85n/a12
Oct ’25€12.10
€14.47
+19.6%
15.0%€18.96€10.11n/a12
Sep ’25€12.70
€14.40
+13.4%
13.3%€18.69€11.53n/a12
Aug ’25€13.00
€12.90
-0.8%
12.6%€15.49€10.62n/a12
Jul ’25€12.60
€12.97
+2.9%
13.1%€15.69€10.75n/a12
Jun ’25€12.70
€13.25
+4.3%
14.8%€15.82€9.96n/a12
May ’25€11.70
€13.28
+13.5%
15.4%€16.03€10.10n/a12
Apr ’25€12.30
€13.97
+13.6%
13.7%€16.65€11.72n/a12
Mar ’25€12.80
€13.88
+8.4%
12.7%€16.54€11.64n/a13
Feb ’25€12.70
€14.09
+10.9%
12.2%€16.28€11.90n/a13
Jan ’25€11.40
€14.24
+24.9%
12.0%€16.51€12.07n/a13
Dec ’24€11.80
€13.87
+17.6%
11.6%€16.11€11.16n/a13
Nov ’24€10.40
€13.98
+34.5%
10.5%€16.38€11.34€10.9012
Oct ’24€11.80
€14.19
+20.2%
9.4%€16.49€12.69€12.1012
Sep ’24€11.70
€14.00
+19.7%
8.4%€15.65€12.52€12.7012
Aug ’24€11.80
€14.18
+20.2%
9.7%€16.21€11.67€13.0012
Jul ’24€10.90
€13.78
+26.5%
8.5%€15.88€11.43€12.6012
Jun ’24€11.10
€14.17
+27.6%
7.8%€15.98€11.98€12.7012
May ’24€10.80
€14.60
+35.2%
8.0%€16.33€12.25€11.7012
Apr ’24€11.10
€15.13
+36.3%
8.0%€16.66€12.50€12.3012
Mar ’24€11.10
€15.19
+36.8%
7.1%€16.60€13.15€12.8012
Feb ’24€11.40
€15.99
+40.3%
6.5%€17.34€14.45€12.7011
Jan ’24€10.70
€15.81
+47.7%
7.1%€17.08€13.52€11.4011
Dec ’23€12.20
€15.17
+24.4%
6.2%€16.72€13.23€11.8013
Nov ’23€11.70
€14.12
+20.7%
8.9%€15.51€11.56€10.4014

Analyst Forecast: Target price is less than 20% higher than the current share price.

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