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Yamaha Motor Co., Ltd.

TSE:7272 Stock Report

Market Cap: JP¥1.0t

Yamaha Motor (7272) Stock Overview

Engages in the land mobility, marine products, robotics, financial services, and others businesses in Japan, North America, Europe, Asia, and internationally. More details

7272 fundamental analysis
Snowflake Score
Valuation2/6
Future Growth2/6
Past Performance2/6
Financial Health3/6
Dividends4/6

Rewards

Price-To-Earnings ratio (12.7x) is below the JP market (13.5x)

Earnings are forecast to grow 18.35% per year

Risk Analysis

Debt is not well covered by operating cash flow

Profit margins (3.2%) are lower than last year (7.2%)

Dividend of 4.61% is not well covered by free cash flows


7272 Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

7272 logo
Yamaha Motor
AN
AnalystConsensusTarget
AnalystConsensusTarget
Consensus Narrative from 10 Analysts

Integration Of OLV Business And Tech Advancements In Robotics And AI Will Improve Market Position

Key Takeaways Integrating the RV and golf car businesses into OLV aims for efficiency and cost reduction, enhancing revenue and operating income potential. Premiumization in Motorcycles and new products in emerging markets bolster revenue growth and profitability despite rising raw material costs.
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JP¥1.27k
FV
14.5% undervalued intrinsic discount
3.95%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
5 days ago author updated this narrative
7272 logo
Yamaha Motor
AN
AnalystHighTarget
AnalystHighTarget
Consensus Narrative from 10 Analysts

Urbanization And Electrification Will Drive Diversified Mobility Transformation

Key Takeaways Expansion of premium models, digital services, and marine investments position Yamaha for higher margins, market share gains, and stronger global leadership beyond current analyst forecasts. Strategic R&D in electrification, mobility, and automation, along with flexible M&A, enhances diversification, recurring revenue, and resilience versus industry peers.
View narrative
JP¥1.30k
FV
16.6% undervalued intrinsic discount
7.13%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
1 day ago author updated this narrative
7272 logo
Yamaha Motor
AN
AnalystLowTarget
AnalystLowTarget
Consensus Narrative from 10 Analysts

Rising Regulatory Hurdles And Shared Mobility Will Reduce Motorcycle Sales

Key Takeaways Over-reliance on internal combustion engines and slow electrification expose Yamaha to regulatory risk, declining demand, and shrinking margins across core segments. Rising competition, innovation lag, and political volatility in key markets undermine earnings stability and challenge Yamaha's premiumization and growth ambitions.
View narrative
JP¥1.00k
FV
8.4% overvalued intrinsic discount
0.061%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
23 days ago author updated this narrative
View Yamaha Motor Community

Yamaha Motor Co., Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Yamaha Motor
Historical stock prices
Current Share PriceJP¥1,084.00
52 Week HighJP¥1,585.00
52 Week LowJP¥962.80
Beta0.78
1 Month Change0.79%
3 Month Change-0.28%
1 Year Change-30.38%
3 Year Change29.77%
5 Year Change94.03%
Change since IPO273.79%

Recent News & Updates

It's A Story Of Risk Vs Reward With Yamaha Motor Co., Ltd. (TSE:7272)

Jul 10
It's A Story Of Risk Vs Reward With Yamaha Motor Co., Ltd. (TSE:7272)

Yamaha Motor Co., Ltd. Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected

May 16
Yamaha Motor Co., Ltd. Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected

Yamaha Motor (TSE:7272) Is Due To Pay A Dividend Of ¥25.00

May 13
Yamaha Motor (TSE:7272) Is Due To Pay A Dividend Of ¥25.00

Recent updates

It's A Story Of Risk Vs Reward With Yamaha Motor Co., Ltd. (TSE:7272)

Jul 10
It's A Story Of Risk Vs Reward With Yamaha Motor Co., Ltd. (TSE:7272)

Yamaha Motor Co., Ltd. Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected

May 16
Yamaha Motor Co., Ltd. Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected

Yamaha Motor (TSE:7272) Is Due To Pay A Dividend Of ¥25.00

May 13
Yamaha Motor (TSE:7272) Is Due To Pay A Dividend Of ¥25.00

These 4 Measures Indicate That Yamaha Motor (TSE:7272) Is Using Debt Extensively

Apr 29
These 4 Measures Indicate That Yamaha Motor (TSE:7272) Is Using Debt Extensively

Is Now The Time To Look At Buying Yamaha Motor Co., Ltd. (TSE:7272)?

Apr 13
Is Now The Time To Look At Buying Yamaha Motor Co., Ltd. (TSE:7272)?

Is Yamaha Motor Co., Ltd. (TSE:7272) Trading At A 47% Discount?

Mar 30
Is Yamaha Motor Co., Ltd. (TSE:7272) Trading At A 47% Discount?

The Returns At Yamaha Motor (TSE:7272) Aren't Growing

Mar 02
The Returns At Yamaha Motor (TSE:7272) Aren't Growing

Earnings Miss: Yamaha Motor Co., Ltd. Missed EPS By 15% And Analysts Are Revising Their Forecasts

Feb 15
Earnings Miss: Yamaha Motor Co., Ltd. Missed EPS By 15% And Analysts Are Revising Their Forecasts

Yamaha Motor (TSE:7272) Takes On Some Risk With Its Use Of Debt

Jan 19
Yamaha Motor (TSE:7272) Takes On Some Risk With Its Use Of Debt
author-image

Accelerating Growth In Emerging Markets With Premium Motorcycles And Innovative Technology

Yamaha Motor's focus on premium motorcycles in emerging markets and new models is expected to drive revenue growth and enhance market presence.

Yamaha Motor Co., Ltd. Just Missed EPS By 37%: Here's What Analysts Think Will Happen Next

Nov 09
Yamaha Motor Co., Ltd. Just Missed EPS By 37%: Here's What Analysts Think Will Happen Next

Slowing Rates Of Return At Yamaha Motor (TSE:7272) Leave Little Room For Excitement

Oct 23
Slowing Rates Of Return At Yamaha Motor (TSE:7272) Leave Little Room For Excitement

An Intrinsic Calculation For Yamaha Motor Co., Ltd. (TSE:7272) Suggests It's 28% Undervalued

Oct 10
An Intrinsic Calculation For Yamaha Motor Co., Ltd. (TSE:7272) Suggests It's 28% Undervalued

Is There Now An Opportunity In Yamaha Motor Co., Ltd. (TSE:7272)?

Sep 26
Is There Now An Opportunity In Yamaha Motor Co., Ltd. (TSE:7272)?

Is Yamaha Motor (TSE:7272) Using Too Much Debt?

Aug 25
Is Yamaha Motor (TSE:7272) Using Too Much Debt?

Earnings Miss: Yamaha Motor Co., Ltd. Missed EPS By 13% And Analysts Are Revising Their Forecasts

Aug 08
Earnings Miss: Yamaha Motor Co., Ltd. Missed EPS By 13% And Analysts Are Revising Their Forecasts

Take Care Before Jumping Onto Yamaha Motor Co., Ltd. (TSE:7272) Even Though It's 33% Cheaper

Aug 06
Take Care Before Jumping Onto Yamaha Motor Co., Ltd. (TSE:7272) Even Though It's 33% Cheaper

Yamaha Motor (TSE:7272) Hasn't Managed To Accelerate Its Returns

Jul 16
Yamaha Motor (TSE:7272) Hasn't Managed To Accelerate Its Returns

Shareholder Returns

7272JP AutoJP Market
7D2.1%3.4%0.4%
1Y-30.4%-21.4%-1.9%

Return vs Industry: 7272 underperformed the JP Auto industry which returned -21.4% over the past year.

Return vs Market: 7272 underperformed the JP Market which returned -1.9% over the past year.

Price Volatility

Is 7272's price volatile compared to industry and market?
7272 volatility
7272 Average Weekly Movement3.1%
Auto Industry Average Movement4.2%
Market Average Movement3.6%
10% most volatile stocks in JP Market7.5%
10% least volatile stocks in JP Market1.9%

Stable Share Price: 7272 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 7272's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
191854,206Motofumi Shitaraglobal.yamaha-motor.com

Yamaha Motor Co., Ltd., together with its subsidiaries, engages in the land mobility, marine products, robotics, financial services, and others businesses in Japan, North America, Europe, Asia, and internationally. Its Land Mobility sector offers motorcycles, leaning multi-wheelers, all-terrain vehicles, recreational off-highway vehicles, snowmobiles, electrically power assisted bicycles, as well as intermediate parts for products, and knockdown parts. The company’s Marine Products sector provides outboard motors, personal watercraft, boats, FRP pools, fishing boats, and utility boats.

Yamaha Motor Co., Ltd. Fundamentals Summary

How do Yamaha Motor's earnings and revenue compare to its market cap?
7272 fundamental statistics
Market capJP¥1.05t
Earnings (TTM)JP¥82.77b
Revenue (TTM)JP¥2.56t
12.7x
P/E Ratio
0.4x
P/S Ratio

Is 7272 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
7272 income statement (TTM)
RevenueJP¥2.56t
Cost of RevenueJP¥1.75t
Gross ProfitJP¥807.79b
Other ExpensesJP¥725.02b
EarningsJP¥82.77b

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

Aug 05, 2025

Earnings per share (EPS)85.39
Gross Margin31.55%
Net Profit Margin3.23%
Debt/Equity Ratio86.3%

How did 7272 perform over the long term?

See historical performance and comparison

Dividends

4.6%
Current Dividend Yield
59%
Payout Ratio

Does 7272 pay a reliable dividends?

See 7272 dividend history and benchmarks
When do you need to buy 7272 by to receive an upcoming dividend?
Yamaha Motor dividend dates
Ex Dividend DateJun 27 2025
Dividend Pay DateSep 08 2025
Days until Ex dividend18 days
Days until Dividend pay date55 days

Does 7272 pay a reliable dividends?

See 7272 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/15 07:30
End of Day Share Price 2025/07/15 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

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.

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 Github.

Analyst Sources

Yamaha Motor Co., Ltd. is covered by 29 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