The Yokohama Rubber Co. Ltd (YORUF) fair value: what the stock is really worth
As of Nov 9, 2026: fair value (intrinsic value) of The Yokohama Rubber Co. Ltd stock $52.01, price $44.49, upside +16.9%, quality 51 out of 100. Rating: undervalued. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 7, 2026.
How to read this chart
60‑month range $8.69 – $48.93 · fair‑value band $28.70 – $88.15 · the $44.49 price screens below the $52.01 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 7, 2026.
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The Yokohama Rubber Company, Limited engages in the tire business in Japan, the United States, India, China, the Philippines, Europe and internationally. It operates through Tires and M.B. segments.
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The company offers tires for passenger cars, trucks and buses, light trucks, mining and construction equipment, industrial vehicles and agricultural and forestry machinery, aluminum alloy wheels, and automobile-related components.
It also provides conveyor belts, rubber plates, various hoses, marine fenders, oil spill containment booms, marine hoses, rubber molded products, air springs, and aerospace products, as well as golf-related products and information processing services.
The company was incorporated in 1917 and is headquartered in Hiratsuka, Japan.
Stock analysis
The Yokohama Rubber Co. Ltd (YORUF) currently trades at $44.49, while our model-based Fair Value estimate is $52.01, implying the stock looks roughly 14% undervalued today.
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Valuation
Bull case: the Multiples group reads highest at a median of $92.32 per share, and 11 of the 26 models we run sit above the $44.49 price.
Bear case: the Dividend Discount group reads lowest at $11.18, and 15 of the 26 models stay below the price. Data coverage for this calculation is high.
Scenario range: $28.70 (bear) to $88.15 (bull), the price of $44.49 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 51/100 (solid quality), in the Consumer Cyclical sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
The Yokohama Rubber Co. Ltd reported revenue of ¥1.2T in FY2025 versus ¥671B in FY2021, a compound +16.5%/yr. Reported net income was ¥105B in FY2025, compounding +12.7%/yr from FY2021.
Key figures
Market cap $7.0B Mid · P/E ratio 7.6 · P/S ratio 0.65 · EPS (TTM) $5.86 · Dividend yield 2.4% · Net margin 8.5% · Return on equity 14.3% · Return on assets (EBIT) 7.2% (5-year average).
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 61 out of 100 (low confidence).
What moves the price
For context, the median of 10 Consumer Cyclical peers we cover trades at −23% fair-value upside, at 17%, YORUF screens cheaper than that median.
Fair Value models
Bear$28.70Fair Value $52.01Bull$88.15
Price $44.49 · Upside +16.9%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Based on fiscal year 2025 figures (about 10 months old). Earnings retained since then ($5.03 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Revenue growth 1 year
+12.9%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+12.8%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+16.7%
Start year 2020 (pandemic). Over 10 years: +7.0% a year
Revenue growth 27 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+4.3%
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What shareholders gained per year (last 5 years), in JPY (mathematically smoothed) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Smoothed = median of all growth paths between the years of the window (trend line on the logarithm of earnings per share): a single extreme year cannot distort the rate. The reported figure stays in the tooltip. Measured in JPY: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+32.3%
Earnings growth per share plus dividend.
Earnings per share, growth per year+29.9%
Dividend (yield on the price)2.4%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.20.6% vs 11.4%, picking up
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.6% → 14%
2025 sits 60% above its own trend. The rate follows the median trend of the last 5 years, not that single year.
Pace: the 5-year rate starts in 2020 (pandemic)
Growth Forecast
A lot of optimism in the price
The price assumes more growth than the company has delivered so far and more than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+29.0%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+4.6%
Yearly sales growth analysts expect, extended to five years.
After inflation (figures in JPY, Japan: IMF forecast 2.1% a year to 2030, 1.3% from 2016 to 2025) that is about +26.4% a year for the price and +2.5% for the forecasts.
AI conclusion: The main strength is the joint AI agent development that merges documents, know-how and data to support tire R&D decisions, while the main weak point is the commoditized auto parts sector with limited pricing power and moderate returns.
Main risk: The commoditized character of auto parts leaves the company exposed to pricing pressure from competitors which would directly hit margins and the ability to win premium vehicle contracts.
Yokohama Rubber is jointly developing an AI agent with dotData that merges technical documents, accumulated engineer know-how and measurement data features to aid hypothesis formation and decisions in tire R&D. This extends its HAICoLab human-AI collaboration approach in a capital-intensive industry where product cycles stay long. Our models see the stock as undervalued. Will the system mainly trim internal costs or create performance edges that secure more premium vehicle contracts?
Compare The Yokohama Rubber Co. Ltd with another stock
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Auto Parts · 655 stocks
Beats the industry median on 11/14 measures
Overall it ranks above its industry peers.
Valuation
Quality Score51 · Below median
Fair Value upside+16.9% · Above median
Profitability
Return on equity (12 months)14.3% · Top 25%
Return on assets5.3% · Above median
Net margin (12 months)11.0% · Top 25%
Operating margin (12 months)24.9% · Top 25%
Growth and dividend
Revenue growth (quarter YoY)10.4% · Above median
Dividend yield (12 months)2.4% · Above median
Balance sheet
Debt / equity0.39× · Highest 25%
Valuation Multiplesvs Auto Parts median · lower = cheaper
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "The Yokohama Rubber Co. Ltd Fair Value". https://www.fairvalue-calculator.com/stock/YORUF
Frequently asked questions
Is The Yokohama Rubber Co. Ltd (YORUF) overvalued or undervalued?
As of Nov 7, 2026, our model estimates a fair value of $52.01 versus a price of $44.49, about +17% upside (undervalued).
What is the fair value of YORUF?
Our model-based fair value for The Yokohama Rubber Co. Ltd is $52.01 (as of Nov 7, 2026), built from audited fundamentals. The current price: $44.49.
What is the quality score of YORUF?
The Yokohama Rubber Co. Ltd has a Quality Score of 51/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for The Yokohama Rubber Co. Ltd (YORUF)?
Our model-based price target is the fair value of $52.01 (as of Nov 7, 2026) from 26 valuation models. Cautious scenario $28.70, optimistic scenario $88.15. It is a calculation from audited fundamentals, not an analyst target.
What is the The Yokohama Rubber Co. Ltd stock forecast for 2026?
Our models put fair value at $52.01, about +17% upside versus a price of $44.49 (undervalued). Cautious scenario $28.70, optimistic scenario $88.15. The calculation is refreshed regularly with new filings.
What is the revenue of The Yokohama Rubber Co. Ltd (YORUF)?
The Yokohama Rubber Co. Ltd reported trailing-twelve-month revenue of about ¥1.3T (latest available figure, as of Nov 7, 2026).
Does The Yokohama Rubber Co. Ltd pay a dividend?
The Yokohama Rubber Co. Ltd currently shows a dividend yield of 2.37% relative to its recent price (as of Nov 7, 2026).
How much is the dividend of The Yokohama Rubber Co. Ltd (YORUF) and when is the ex-dividend date?
The Yokohama Rubber Co. Ltd has a dividend yield of 2.4%. The next ex-dividend date is Dec 29, 2026. A dividend has been paid every year since at least 2003. The payout ratio is 15.0% of earnings. Free cash flow covers the dividend 1.51 times. Our assessment: Well covered. A low payout and the dividend is fully funded by free cash flow, a comfortable, sustainable dividend.
What growth is priced into The Yokohama Rubber Co. Ltd (YORUF)?
For today's price to be fair in a discounted-cash-flow model, The Yokohama Rubber Co. Ltd would have to grow free cash flow by +29.0 % per year for five years (discount rate 8.9 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +16.7 % per year. As of Nov 7, 2026.
What discount rate (WACC) does the fair value of YORUF use?
Our models discount The Yokohama Rubber Co. Ltd at 8.9 %: a base by market capitalisation (mid), damped by beta 0.64, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For The Yokohama Rubber Co. Ltd that is +29.0 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (8.9 %) and the same formula as our fair value.
How much growth has The Yokohama Rubber Co. Ltd (YORUF) delivered so far?
Over the past 5 years revenue at The Yokohama Rubber Co. Ltd grew +16.7 % a year. The price currently implies free-cash-flow growth of +29.0 % per year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of The Yokohama Rubber Co. Ltd (YORUF) growing?
The median revenue growth in the sector is +4.7 % a year. That is the yardstick for the growth priced into The Yokohama Rubber Co. Ltd (+29.0 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of The Yokohama Rubber Co. Ltd (YORUF)?
The free-cash-flow yield on the price is 2.17 %: that much free cash flow The Yokohama Rubber Co. Ltd produces per unit of market value. When it exceeds the discount rate of our models (8.9 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of The Yokohama Rubber Co. Ltd (YORUF)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For The Yokohama Rubber Co. Ltd it is $52.01 per share (as of Nov 7, 2026), against a price of $44.49. It is the blended result of 26 valuation models in 8 families (DCF Models, Earnings-Based, Dividend Discount, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings).
Is The Yokohama Rubber Co. Ltd stock overvalued or undervalued in 2026?
As of Nov 7, 2026, YORUF trades below its calculated fair value: price $44.49, fair value $52.01, a gap of about +17% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of YORUF?
No. The price is what the market pays today ($44.49); the fair value is what the company's own numbers justify ($52.01). For The Yokohama Rubber Co. Ltd the two are $7.52 per share apart. That gap is exactly why we show both numbers side by side.
How much is The Yokohama Rubber Co. Ltd worth?
The market values The Yokohama Rubber Co. Ltd at about $7.0B (market capitalisation, as of Nov 7, 2026). Per share that is $44.49; our models calculate a fair value of $52.01 per share.
What do the bullish and bearish scenarios say about YORUF?
Our models span a range for The Yokohama Rubber Co. Ltd: cautious scenario $28.70, base $52.01, optimistic $88.15 per share (as of Nov 7, 2026, price $44.49). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of YORUF?
The Yokohama Rubber Co. Ltd trades at a price-to-earnings ratio of 7.6 (as of Nov 7, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $52.01 is built from several models across several years. Other multiples: P/B 1.1, P/S 0.9, EV/EBITDA 5.0.
How solid is the balance sheet of The Yokohama Rubber Co. Ltd (YORUF)?
Balance-sheet figures for The Yokohama Rubber Co. Ltd (as of Nov 7, 2026): return on equity 14.3%, debt of 0.39 per unit of equity. They feed the Quality Score of 51/100, which measures business quality independently of the share price.
Which stocks are comparable to The Yokohama Rubber Co. Ltd?
From the same area (Consumer Cyclical) we also value O'Reilly Automotive, Inc, AutoZone, Inc, Hyundai Mobis Co, Fuyao Glass Industry Group, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is The Yokohama Rubber Co. Ltd stock attractive at the current price?
The data as of Nov 7, 2026: price $44.49, calculated fair value $52.01 (+17%), Quality Score 51/100, from 26 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of YORUF calculated?
We run The Yokohama Rubber Co. Ltd through 26 models from 8 families: DCF Models, Earnings-Based, Dividend Discount, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings. Every model gets the same audited fundamentals; the fair value of $52.01 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.3% above its aggregate fair value. The Yokohama Rubber Co. Ltd currently trades 14% below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of The Yokohama Rubber Co. Ltd (YORUF)?
The closing price on Nov 9, 2026 was $44.49. Our model-based fair value is $52.01, about +17% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with The Yokohama Rubber Co. Ltd right now?
The model range is unusually wide ($28.70 to $88.15). The outcome hinges heavily on assumptions, so read the point estimate with caution. The price sits in the lower half of our model range, the side with the larger margin of safety. The data supports the verdict: every model runs on fully documented inputs.
Where does the earnings growth of The Yokohama Rubber Co. Ltd (YORUF) come from?
Earnings per share at The Yokohama Rubber Co. Ltd grew +11.2 % a year from 2014 to 2025. Broken into its drivers: revenue per share +6.8 %, EBIT margin +3.6 %, tax rate +0.2 %, residual (interest, one-offs) +0.3 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of The Yokohama Rubber Co. Ltd
How large is the market capitalisation of The Yokohama Rubber Co. Ltd (YORUF)?
The market capitalisation of The Yokohama Rubber Co. Ltd is $7.0B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of The Yokohama Rubber Co. Ltd (YORUF)?
The price-to-sales ratio of The Yokohama Rubber Co. Ltd is 0.65 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of The Yokohama Rubber Co. Ltd (YORUF)?
Earnings per share at The Yokohama Rubber Co. Ltd are $5.86 (price ÷ EPS = P/E 7.6). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of The Yokohama Rubber Co. Ltd (YORUF)?
The dividend yield of The Yokohama Rubber Co. Ltd is 2.4% (payout 18.0%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of The Yokohama Rubber Co. Ltd (YORUF)?
The net margin of The Yokohama Rubber Co. Ltd is 8.5% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of The Yokohama Rubber Co. Ltd (YORUF)?
The return on equity (ROE) of The Yokohama Rubber Co. Ltd is 14.3% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of The Yokohama Rubber Co. Ltd (YORUF)?
On an EBIT basis the return on assets of The Yokohama Rubber Co. Ltd is 7.2% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of The Yokohama Rubber Co. Ltd (YORUF)?
The operating margin of The Yokohama Rubber Co. Ltd is 24.9% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at The Yokohama Rubber Co. Ltd (YORUF)?
Revenue at The Yokohama Rubber Co. Ltd is growing +10.4% versus a year earlier (3y avg +12.8%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at The Yokohama Rubber Co. Ltd (YORUF)?
Earnings per share at The Yokohama Rubber Co. Ltd are growing +114% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does The Yokohama Rubber Co. Ltd (YORUF) carry?
The net debt of The Yokohama Rubber Co. Ltd is ¥429B (fiscal year 2025, ≈ 17.8 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Broad data
Nov 7, 2026