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STOCK COMPARISON

Itochu vs Toyota Tsusho: Fair Value & Quality

Both stocks run through our valuation models. Here is how Itochu (ITOCHU19) and Toyota Tsusho (TYHOF) compare, as of Sep 6, 2026.

As of Sep 6, 2026, Fair Value Calculator sees Itochu as the more attractively valued of the two: Itochu trades at THB 7.85 versus a fair value of THB 14.40 (+83%), while Toyota Tsusho trades at $47.50 versus $37.82 (-20%).
Itochu
ITOCHU19.BK · THB · Industrials
+83%
upside to fair value
undervalued
PriceTHB 7.85
Fair ValueTHB 14.40
Quality55/100
Toyota Tsusho
TYHOF · USD · Materials
-20%
upside to fair value
overvalued
Price$47.50
Fair Value$37.82
Quality51/100
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Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

ItochuToyota Tsusho
Valuation
17.4×P/E (TTM)21.9×
0.95×P/S (TTM)0.54×
2.18×P/B1.96×
17.9×EV/EBITDA8.4×
2.46×PEG—
+83.4%Fair value upside−20.4%
9.4%Dividend yield1.5%
—Dividend per share$0.72
Profitability
5%Operating margin5%
0.92×EBIT margin trend (5Y)1.41×
14%Return on equity13%
3%Return on assets4%
Growth
9%Revenue growth (YoY)20%
2.1%Avg. growth/yr (3Y)5.7%
—Avg. growth/yr (5Y)13.0%
+14.6%Value creation/yr+23.9%
Balance & size
6.6×Interest coverage (EBIT/interest)8.7×
0.44×Debt / equity0.41×
$92BMarket cap$40B
healthyGrowth qualityhealthy
Valuation multiples (P/E, P/S, P/B, EV/EBITDA) are shown but not scored here: the two companies sit in different sectors, and multiples only compare fairly between similar business models. PEG stays scored, as it relates the P/E to growth.

Toyota Tsusho leads: 2 to 6 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Itochuof which business quality 53 · market factors 75 Toyota Tsushoof which business quality 52 · market factors 62
ProfitabilityMargins and returns on capital today
44
48
Quality GrowthAre margins and returns improving?
32
39
CashflowEarnings quality: real cash, not paper profit
47
37
Fin. StrengthBalance sheet, leverage, solvency risk
44
60
InvestmentDisciplined investing over empire-building
68
52
Low VolatilityCalm price path (market factor)
83
38
MomentumPrice trend over the last 3–12 months (market factor)
67
55
52W MomentumDistance to the 52-week high (market factor)
81
100
Net IssuanceBuybacks instead of dilution
95
82

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model familyItochuPrice THB 7.85Toyota TsushoPrice $47.50
DCF Models+309%above the priceTHB 32.07+12647%above the price$6,055
Earnings-Based+213%above the priceTHB 24.60+9010%above the price$4,327
Multiples+420%above the priceTHB 40.79+12539%above the price$6,004
Asset-Based+34%above the priceTHB 10.53+4145%above the price$2,016
Growth DCF+176%above the priceTHB 21.65+11969%above the price$5,733
Economic Profit+151%above the priceTHB 19.72+6739%above the price$3,249
Minimum+34%above the priceTHB 10.53+4145%above the price$2,016
Maximum+420%above the priceTHB 40.79+12647%above the price$6,055
Median+195%above the priceTHB 23.12+10490%above the price$5,030
Geometric mean+192%above the priceTHB 22.91+8851%above the price$4,252

Minimum, maximum, median and geometric mean refer to the family values in this table. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Itochu: 0 of 10 models see the stock below the current price.

Toyota Tsusho: 0 of 11 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Itochu
Bear THB 9.14Fair Value THB 14.40Bull THB 21.81
THB 7.85 = current price (white tick)
Toyota Tsusho
Bear $22.77Fair Value $37.82Bull $47.28
$47.50 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Itochu · Industrials

Quality score55 · above median
Fair value upside+83% · Top 25%

Toyota Tsusho · Materials

Quality score51 · above median
Fair value upside-20% · above median

Bottom line

As of Sep 6, 2026, Fair Value Calculator sees Itochu as the more attractively valued of the two: Itochu trades at THB 7.85 versus a fair value of THB 14.40 (+83%), while Toyota Tsusho trades at $47.50 versus $37.82 (-20%).

Itochu has the higher quality score (55/100).

See the full analysis →
Itochu · Toyota Tsusho

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A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.