Toyota Tsusho (8015) Stock Overview
Engages in the metals, circular economy, supply chain, mobility, green infrastructure, digital solutions, and lifestyle businesses. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 1/6 |
| Past Performance | 2/6 |
| Financial Health | 6/6 |
| Dividends | 4/6 |
8015 Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Capital Goods opportunity
CE
Fair Value from
CA$5.257.0% undervalued intrinsic discount
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Read full narrativeToyota Tsusho Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | JP¥7,026.00 |
| 52 Week High | JP¥7,244.00 |
| 52 Week Low | JP¥2,904.00 |
| Beta | 0.80 |
| 1 Month Change | 6.29% |
| 3 Month Change | 6.49% |
| 1 Year Change | 132.26% |
| 3 Year Change | 251.30% |
| 5 Year Change | 331.93% |
| Change since IPO | 2,515.14% |
Recent News & Updates
Narrative Update • Apr 30
8015: Weak Yen And Energy And Materials Projects Will Support Future Upside
Analysts now see higher upside for Toyota Tsusho, lifting their price target from about ¥5,200 to roughly ¥7,700, supported by updated assumptions around discount rate, revenue growth, profit margin, and a higher future P/E multiple. What's in the News Toyota Tsusho scheduled a board meeting for Mar 26, 2026, to consider a simplified absorption type company split with a wholly owned subsidiary.
Narrative Update • Apr 15
8015: African Wind And Rare Earth Projects Will Support Future Upside
Analysts have maintained Toyota Tsusho's price target at ¥8,260, citing updated assumptions for slightly higher revenue growth and profit margins, along with a lower future P/E and a small adjustment to the discount rate. What's in the News Toyota Tsusho has scheduled a board meeting on January 14, 2026 to consider the purchase price in a repurchase tender offer, indicating ongoing capital allocation discussions at the board level (Key Developments).Narrative Update • Mar 31
8015: Higher Future P/E And African Renewables Platform Will Support Upside
Analysts now set a fair value price target for Toyota Tsusho at ¥8,260, compared with the prior ¥8,050. This reflects updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations.Recent updates
Narrative Update • Apr 30
8015: Weak Yen And Energy And Materials Projects Will Support Future Upside
Analysts now see higher upside for Toyota Tsusho, lifting their price target from about ¥5,200 to roughly ¥7,700, supported by updated assumptions around discount rate, revenue growth, profit margin, and a higher future P/E multiple. What's in the News Toyota Tsusho scheduled a board meeting for Mar 26, 2026, to consider a simplified absorption type company split with a wholly owned subsidiary.Narrative Update • Apr 15
8015: African Wind And Rare Earth Projects Will Support Future Upside
Analysts have maintained Toyota Tsusho's price target at ¥8,260, citing updated assumptions for slightly higher revenue growth and profit margins, along with a lower future P/E and a small adjustment to the discount rate. What's in the News Toyota Tsusho has scheduled a board meeting on January 14, 2026 to consider the purchase price in a repurchase tender offer, indicating ongoing capital allocation discussions at the board level (Key Developments).Narrative Update • Mar 31
8015: Higher Future P/E And African Renewables Platform Will Support Upside
Analysts now set a fair value price target for Toyota Tsusho at ¥8,260, compared with the prior ¥8,050. This reflects updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations.
Narrative Update • Mar 17
8015: Canada JV And Buyback Plans Will Keep Earnings Expectations Overstretched
Analysts have nudged their fair value estimate for Toyota Tsusho slightly higher to about ¥4,723 from ¥4,700, reflecting updated assumptions for revenue growth, profit margins and a modestly adjusted forward P/E outlook. What's in the News Toyota Tsusho issued consolidated earnings guidance for the fiscal year ending March 31, 2026, targeting profit attributable to owners of the parent of ¥360,000 million and basic earnings per share of ¥341.00 (Key Developments).Narrative Update • Mar 03
8015: Higher Future P/E And New Joint Venture Will Support Upside
Analysts have lifted their price target on Toyota Tsusho from ¥7,050 to ¥8,050, pointing to updated assumptions that include a slightly lower discount rate, a modest adjustment to revenue growth, a marginally higher profit margin, and a higher future P/E multiple. What's in the News Toyota Tsusho has scheduled a board meeting on Mar 3, 2026 to consider an absorption type company split, where part of its Sustainable Materials business would be transferred to Toyotsu Chemiplas Corporation, along with other agenda items (company announcement).Narrative Update • Feb 17
8015: New Canada Venture And Higher P/E Will Sustain Overstretched Earnings Expectations
Analysts have raised their price target on Toyota Tsusho from ¥4,200 to ¥4,700, citing updated assumptions related to discount rates, revenue growth, profit margins and future P/E levels. What's in the News Toyota Tsusho plans to participate in a new joint venture, ATM Automotive, with Minth Group and AISIN Corporation to produce aluminum body frame parts in Ontario, Canada, targeting vehicle customers in the North American market (Key Developments).Analysis Article • Feb 06
Toyota Tsusho (TSE:8015) Has Announced A Dividend Of ¥58.00
Toyota Tsusho Corporation ( TSE:8015 ) has announced that it will pay a dividend of ¥58.00 per share on the 23rd of...Narrative Update • Feb 03
8015: Higher Future P/E Assumptions Will Support A More Optimistic Outlook
Analysts now place their fair value estimate for Toyota Tsusho at ¥7,050, up from a prior ¥4,700, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Valuation Changes Fair Value Estimate increased from ¥4,700 to ¥7,050 per share, reflecting updated inputs across multiple assumptions.Analysis Article • Jan 22
Toyota Tsusho's (TSE:8015) Dividend Will Be ¥58.00
Toyota Tsusho Corporation ( TSE:8015 ) has announced that it will pay a dividend of ¥58.00 per share on the 23rd of...Narrative Update • Jan 20
8015: Weak Yen And Rising Dividend Will Signal Overstretched Earnings Expectations
Analysts have maintained Toyota Tsusho's fair value estimate at ¥4,200, making only small adjustments to the discount rate, revenue growth and profit margin assumptions. These changes result in a virtually unchanged implied future P/E of about 12.31x.Analysis Article • Jan 08
Toyota Tsusho (TSE:8015) Is Due To Pay A Dividend Of ¥58.00
Toyota Tsusho Corporation's ( TSE:8015 ) investors are due to receive a payment of ¥58.00 per share on 23rd of June...Narrative Update • Jan 06
8015: Weak Yen And Dividend Hike Will Signal Overstretched Earnings Expectations
Analysts now place Toyota Tsusho's fair value at ¥4,200, up from ¥2,700, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E. What's in the News Toyota Tsusho has scheduled a board meeting on October 31, 2025 to consider revising its forecast for consolidated financial results and dividends for the fiscal year ending March 31, 2026 (Key Developments).Analysis Article • Dec 25
Toyota Tsusho (TSE:8015) Is Due To Pay A Dividend Of ¥58.00
Toyota Tsusho Corporation ( TSE:8015 ) will pay a dividend of ¥58.00 on the 23rd of June. Based on this payment, the...Narrative Update • Dec 21
8015: Weak Yen And Rising Dividends Will Support Balanced Future Returns
Analysts have raised their price target on Toyota Tsusho to ¥5,220 from roughly ¥4,990, citing expectations for faster revenue growth, a slightly improved profit margin, and a marginally lower discount rate, while keeping future valuation multiples broadly intact. What's in the News Toyota Tsusho raised its consolidated earnings guidance for the fiscal year ending March 31, 2026, lifting expected profit attributable to owners of the parent to JPY 360 billion and EPS to JPY 341.00, supported by stronger than expected second quarter results and a weak yen against the US dollar (company guidance).Analysis Article • Dec 18
Why Investors Shouldn't Be Surprised By Toyota Tsusho Corporation's (TSE:8015) P/E
It's not a stretch to say that Toyota Tsusho Corporation's ( TSE:8015 ) price-to-earnings (or "P/E") ratio of 14.7x...Narrative Update • Dec 06
8015: Weak Yen And Higher Dividends Will Shape Balanced Future Prospects
Narrative Update on Toyota Tsusho Analysts have raised their price target on Toyota Tsusho from ¥4,238 to ¥4,990, citing modest improvements in projected revenue growth, profit margins, and a higher expected future P/E multiple. What's in the News Toyota Tsusho raised its consolidated earnings guidance for the fiscal year ending March 31, 2026, now targeting profit attributable to owners of the parent of JPY 360 billion and basic EPS of JPY 341.00, up from JPY 340 billion and JPY 322.07.Analysis Article • Nov 27
Toyota Tsusho (TSE:8015) Has Announced A Dividend Of ¥58.00
Toyota Tsusho Corporation ( TSE:8015 ) has announced that it will pay a dividend of ¥58.00 per share on the 23rd of...Narrative Update • Nov 22
8015: Dividend Hikes And Weak Yen Set To Challenge Future Profitability
Analysts have maintained their fair value estimate for Toyota Tsusho at ¥4,238, citing stable outlooks in revenue growth and profit margin. They also noted minor adjustments to the discount rate and future price-to-earnings assumptions.Narrative Update • Nov 07
8015: Softer Revenue Outlook And Rising Payouts Could Pressure Future Returns
Analysts have raised their fair value estimate for Toyota Tsusho by approximately ¥100 to ¥4,238 per share. This adjustment is based on updated assumptions regarding revenue growth and profitability.Narrative Update • Oct 24
Battery Supply Chain Expansion Will Drive Renewables And Recycling Momentum
Narrative Update on Toyota Tsusho: Analyst Price Target Revised Analysts have reaffirmed their price target for Toyota Tsusho at ¥4,138, citing adjusted expectations for revenue growth and profit margins as factors supporting the unchanged valuation. What's in the News Toyota Tsusho and Asahi Kasei have formed a strategic alliance to supply automotive lithium-ion battery separators in North America (Key Developments).Narrative Update • Oct 10
Expansion Of Recycling And Renewable Energy Will Fuel ESG Trends
Analysts have raised their price target for Toyota Tsusho from ¥3,894 to ¥4,138. They cite modest improvements in fair value estimates and lowered discount rates, while maintaining cautious expectations on growth and profitability metrics.Narrative Update • Sep 26
Expansion Of Recycling And Renewable Energy Will Fuel ESG Trends
The upward revision in Toyota Tsusho’s consensus price target to ¥3894 primarily reflects heightened analyst expectations for revenue growth (from 4.3% to 5.0% per annum) and a slightly higher future P/E ratio, supporting the increase in fair value. What's in the News Toyota Tsusho and Asahi Kasei have formed a strategic alliance for the supply of Hipore™ lithium-ion battery separators in North America.Analysis Article • Sep 23
Toyota Tsusho (TSE:8015) Is Due To Pay A Dividend Of ¥55.00
The board of Toyota Tsusho Corporation ( TSE:8015 ) has announced that it will pay a dividend of ¥55.00 per share on...Narrative Update • Sep 11
Expansion Of Recycling And Renewable Energy Will Fuel ESG Trends
The upward revision in Toyota Tsusho’s consensus price target likely reflects a modest increase in Future P/E, with profitability margins stable, resulting in a new fair value of ¥3666. What's in the News Toyota Tsusho and Asahi Kasei formed a strategic partnership to supply automotive lithium-ion battery separators in North America, securing preferential production capacity from a new coating facility in Charlotte and supporting growth in the EV battery supply chain.Analysis Article • Sep 09
Toyota Tsusho (TSE:8015) Has Announced A Dividend Of ¥55.00
The board of Toyota Tsusho Corporation ( TSE:8015 ) has announced that it will pay a dividend on the 26th of November...Narrative Update • Aug 27
Expansion Of Recycling And Renewable Energy Will Fuel ESG Trends
Toyota Tsusho’s fair value estimate saw a marginal increase to ¥3516, with consensus analyst expectations and key valuation metrics such as Future P/E and Discount Rate remaining effectively unchanged. What's in the News Asahi Kasei and Toyota Tsusho formed a strategic partnership to supply automotive lithium-ion battery separators in North America, with a new coating facility under construction in Charlotte, North Carolina and expansion plans in Canada.Analysis Article • Jul 24
Toyota Tsusho's (TSE:8015) Dividend Will Be ¥55.00
Toyota Tsusho Corporation ( TSE:8015 ) will pay a dividend of ¥55.00 on the 26th of November. This takes the dividend...Analysis Article • Jul 10
Toyota Tsusho (TSE:8015) Will Pay A Dividend Of ¥55.00
The board of Toyota Tsusho Corporation ( TSE:8015 ) has announced that it will pay a dividend on the 26th of November...New Narrative • Jun 29
Expansion Of Recycling And Renewable Energy Will Fuel ESG Trends
Expansion into recycling, renewables, and emerging markets positions the company to benefit from electrification trends and growing demand in new regions.Analysis Article • Jun 22
Toyota Tsusho Corporation (TSE:8015) Shares Could Be 24% Above Their Intrinsic Value Estimate
Key Insights Toyota Tsusho's estimated fair value is JP¥2,535 based on 2 Stage Free Cash Flow to Equity Current share...Analysis Article • May 20
At JP¥2,981, Is It Time To Put Toyota Tsusho Corporation (TSE:8015) On Your Watch List?
Toyota Tsusho Corporation ( TSE:8015 ) saw a significant share price rise of 40% in the past couple of months on the...Shareholder Returns
| 8015 | JP Trade Distributors | JP Market | |
|---|---|---|---|
| 7D | 2.3% | -0.8% | 2.9% |
| 1Y | 132.3% | 72.9% | 39.4% |
Return vs Industry: 8015 exceeded the JP Trade Distributors industry which returned 72.9% over the past year.
Return vs Market: 8015 exceeded the JP Market which returned 39.4% over the past year.
Price Volatility
| 8015 volatility | |
|---|---|
| 8015 Average Weekly Movement | 8.0% |
| Trade Distributors Industry Average Movement | 4.5% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in JP Market | 9.7% |
| 10% least volatile stocks in JP Market | 2.4% |
Stable Share Price: 8015's share price has been volatile over the past 3 months compared to the JP market.
Volatility Over Time: 8015's weekly volatility (8%) has been stable over the past year, but is still higher than 75% of JP stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1948 | 69,111 | Toshimitsu Imai | www.toyota-tsusho.com |
Toyota Tsusho Corporation engages in the metals, circular economy, supply chain, mobility, green infrastructure, digital solutions, and lifestyle businesses. The company is involved in sales, distribution, and processing of materials for mobility, including steel sheets and nonferrous metals, as well as for next-generation energy and infrastructure-related industries; develops critical metals for electrification of automobiles and rare inorganic resources; export/import, offshore trade, and domestic sales of batteries, electronic materials, and related products; production of recycled raw materials; sales of raw materials and products for detergents, sanitary materials, pharmaceuticals, packaging, and coatings; and operation of bio-chemical handling and plastic, and solvent recycling businesses. It also engages supply chain business; import/export, vehicle assembly, and wholesale and retail businesses for Toyota vehicles and supply parts, as well as commercial, passenger, industrial, and other types of vehicles; provision of vehicle installation and conversion, and logistics solutions; and provision of captive finance and leasing, and after-sales services.
Toyota Tsusho Corporation Fundamentals Summary
| 8015 fundamental statistics | |
|---|---|
| Market cap | JP¥7.12t |
| Earnings (TTM) | JP¥370.52b |
| Revenue (TTM) | JP¥11.56t |
20.0x
P/E Ratio0.6x
P/S RatioIs 8015 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 8015 income statement (TTM) | |
|---|---|
| Revenue | JP¥11.56t |
| Cost of Revenue | JP¥10.30t |
| Gross Profit | JP¥1.26t |
| Other Expenses | JP¥893.91b |
| Earnings | JP¥370.52b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 350.94 |
| Gross Margin | 10.94% |
| Net Profit Margin | 3.20% |
| Debt/Equity Ratio | 65.7% |
How did 8015 perform over the long term?
See historical performance and comparisonDividends
1.8%
Current Dividend Yield34%
Payout RatioDoes 8015 pay a reliable dividends?
See 8015 dividend history and benchmarks| Toyota Tsusho dividend dates | |
|---|---|
| Ex Dividend Date | Mar 30 2026 |
| Dividend Pay Date | Jun 24 2026 |
| Days until Ex dividend | 42 days |
| Days until Dividend pay date | 44 days |
Does 8015 pay a reliable dividends?
See 8015 dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/11 07:23 |
| End of Day Share Price | 2026/05/11 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2026/03/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
Toyota Tsusho Corporation is covered by 19 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Kazuhisa Mori | Barclays |
| Masahiro Akita | Bernstein |
| Takashi Enomoto | BofA Global Research |