Isuzu Motors Limited

DB:ISU Stock Report

Market Cap: €9.4b

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 (€12.7) is trading above our estimate of fair value (€10.54)

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 Ratio9.8x
EarningsJP¥157.51b
Market CapJP¥1.55t

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 Average6.4x
PAH3 Porsche Automobil Holding
2.8x19.3%€10.8b
VOW3 Volkswagen
3.6x9.7%€44.3b
BMW Bayerische Motoren Werke
5.9x3.3%€47.9b
P911 Dr. Ing. h.c. F. Porsche
13.3x11.3%€52.8b
ISU Isuzu Motors
9.8x6.1%€1.5t

Price-To-Earnings vs Peers: ISU is expensive based on its Price-To-Earnings Ratio (9.8x) compared to the peer average (6.4x).

Price to Earnings Ratio vs Industry

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

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
ISU 9.8xIndustry Avg. 16.1xNo. of Companies14PE01020304050+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: ISU is good value based on its Price-To-Earnings Ratio (9.8x) compared to the Global Auto industry average (16.1x).

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 Ratio9.8x
Fair PE Ratio7.3x

Price-To-Earnings vs Fair Ratio: ISU is expensive based on its Price-To-Earnings Ratio (9.8x) 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€12.70
€13.89
+9.4%
16.1%€17.52€10.01n/a11
Dec ’25€12.40
€14.00
+12.9%
17.2%€18.94€10.10n/a11
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€11.16€12.4013
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

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

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/26 14:27
End of Day Share Price 2024/12/23 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Isuzu Motors Limited is covered by 26 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kei NihonyanagiBarclays
Koichi SugimotoBNP Paribas Securities (Asia)
Kei NihonyanagiBofA Global Research