Yamaha Motor Co., Ltd.

TSE:7272 Stock Report

Market Cap: JP¥1.3t

Yamaha Motor Valuation

Is 7272 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • 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 7272 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 7272 (¥1368) is trading below our estimate of fair value (¥2072.57)

Significantly Below Fair Value: 7272 is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 7272?

Key metric: As 7272 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 7272. This is calculated by dividing 7272's market cap by their current earnings.
What is 7272's PE Ratio?
PE Ratio8.9x
EarningsJP¥150.88b
Market CapJP¥1.34t

Price to Earnings Ratio vs Peers

How does 7272's PE Ratio compare to its peers?

The above table shows the PE ratio for 7272 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average7.4x
7202 Isuzu Motors
9.1x5.7%JP¥1.4t
7201 Nissan Motor
10.5x23.3%JP¥1.6t
7270 Subaru
4.6x-3.3%JP¥1.8t
7211 Mitsubishi Motors
5.4x1.9%JP¥677.2b
7272 Yamaha Motor
8.9x11.7%JP¥1.3t

Price-To-Earnings vs Peers: 7272 is expensive based on its Price-To-Earnings Ratio (8.9x) compared to the peer average (7.4x).

Price to Earnings Ratio vs Industry

How does 7272's PE Ratio compare vs other companies in the Asian Auto Industry?

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
7272 8.9xIndustry Avg. 17.8xNo. of Companies10PE01224364860+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 7272 is good value based on its Price-To-Earnings Ratio (8.9x) compared to the Asian Auto industry average (17.8x).

Price to Earnings Ratio vs Fair Ratio

What is 7272'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.

7272 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio8.9x
Fair PE Ratio10.6x

Price-To-Earnings vs Fair Ratio: 7272 is good value based on its Price-To-Earnings Ratio (8.9x) compared to the estimated Fair Price-To-Earnings Ratio (10.6x).

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 7272 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentJP¥1,368.00
JP¥1,500.00
+9.6%
11.7%JP¥1,700.00JP¥1,200.00n/a11
Nov ’25JP¥1,324.50
JP¥1,509.09
+13.9%
12.5%JP¥1,800.00JP¥1,200.00n/a11
Oct ’25JP¥1,312.00
JP¥1,536.36
+17.1%
14.8%JP¥1,900.00JP¥1,200.00n/a11
Sep ’25JP¥1,267.00
JP¥1,559.09
+23.1%
14.7%JP¥1,900.00JP¥1,200.00n/a11
Aug ’25JP¥1,330.00
JP¥1,618.18
+21.7%
13.1%JP¥2,000.00JP¥1,300.00n/a11
Jul ’25JP¥1,485.00
JP¥1,583.64
+6.6%
15.5%JP¥2,050.00JP¥1,300.00n/a11
Jun ’25JP¥1,532.50
JP¥1,582.00
+3.2%
16.2%JP¥2,050.00JP¥1,300.00n/a10
May ’25JP¥1,444.50
JP¥1,567.00
+8.5%
15.6%JP¥2,050.00JP¥1,300.00n/a10
Apr ’25JP¥1,440.00
JP¥1,515.30
+5.2%
15.1%JP¥1,900.00JP¥1,233.00n/a10
Mar ’25JP¥1,375.00
JP¥1,468.45
+6.8%
16.2%JP¥1,900.00JP¥1,200.00n/a11
Feb ’25JP¥1,394.50
JP¥1,389.36
-0.4%
19.1%JP¥1,900.00JP¥1,000.00n/a11
Jan ’25JP¥1,259.50
JP¥1,293.88
+2.7%
12.4%JP¥1,533.33JP¥1,000.00n/a11
Dec ’24JP¥1,285.67
JP¥1,317.18
+2.5%
13.0%JP¥1,606.67JP¥1,000.00n/a13
Nov ’24JP¥1,241.33
JP¥1,319.74
+6.3%
12.6%JP¥1,606.67JP¥1,066.67JP¥1,324.5013
Oct ’24JP¥1,310.33
JP¥1,319.74
+0.7%
12.6%JP¥1,606.67JP¥1,066.67JP¥1,312.0013
Sep ’24JP¥1,270.67
JP¥1,317.18
+3.7%
12.5%JP¥1,606.67JP¥1,066.67JP¥1,267.0013
Aug ’24JP¥1,416.00
JP¥1,265.90
-10.6%
12.2%JP¥1,606.67JP¥1,066.67JP¥1,330.0013
Jul ’24JP¥1,374.00
JP¥1,230.00
-10.5%
12.8%JP¥1,606.67JP¥1,000.00JP¥1,485.0013
Jun ’24JP¥1,146.67
JP¥1,195.38
+4.2%
15.2%JP¥1,606.67JP¥950.00JP¥1,532.5013
May ’24JP¥1,166.67
JP¥1,201.94
+3.0%
14.3%JP¥1,606.67JP¥966.67JP¥1,444.5012
Apr ’24JP¥1,153.33
JP¥1,201.94
+4.2%
16.0%JP¥1,606.67JP¥900.00JP¥1,440.0012
Mar ’24JP¥1,176.67
JP¥1,190.83
+1.2%
16.8%JP¥1,606.67JP¥900.00JP¥1,375.0012
Feb ’24JP¥1,071.67
JP¥1,174.17
+9.6%
18.5%JP¥1,606.67JP¥900.00JP¥1,394.5012
Jan ’24JP¥1,003.33
JP¥1,167.18
+16.3%
17.9%JP¥1,606.67JP¥900.00JP¥1,259.5013
Dec ’23JP¥1,133.33
JP¥1,152.31
+1.7%
17.1%JP¥1,606.67JP¥866.67JP¥1,285.6713
Nov ’23JP¥1,031.67
JP¥1,061.19
+2.9%
15.8%JP¥1,400.00JP¥833.33JP¥1,241.3314

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

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