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Toyota Caetano Portugal, S.A (SCT) Fair Value & Analysis

Consumer Cyclical · PT · Market cap €256M

TC Toyota Caetano Portugal, S.A SCT · LS
Price€7.20
Fair Value€8.74
Upside+21.4%
Quality49/100
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Expensive Growth
Thin margins · 3.7% net margin
Low debt · negative free cash flow
4.79% dividend yield
Ranks above peers (12/13)
Narrow moat 43/100
Evidence: Medium Range €6.36 – €11.72 Share as image

Fair value as of: Jul 19, 2026

From 14 valuation models · updated 22 days ago

Fair value updated Jul 19, 2026, revised from €13.85 to €8.74 (−36.9%) since Jun 24, 2026. Share price −4.0% over the past month.

Below-average quality, screening 21% undervalued on our models.

What matters now

  • Solid quality (49/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (€6.36 to €11.72) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

€8.00 €0.5851 Fair Value €8.74 Apr 2016 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.

How to read this chart

60‑month range €0.5851 – €8.00 · fair‑value band €6.36 – €11.72 · the €7.20 price screens below the €8.74 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.

Full chart & analysis →

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Analysis

Toyota Caetano Portugal, S.A (SCT) currently trades at €7.20, while our model-based Fair Value estimate is €8.74, implying the stock looks roughly 21.4% undervalued today. The Quality Score stands at 49/100 (below-average quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, Toyota Caetano Portugal, S.A generated revenue of €673M at a net margin of 3.7%. Revenue declined 3.3% year over year. It earns a return on equity of 13.1%. Net debt stands at €41.1M. Fundamentals as of Jul 19, 2026

Our scenario range runs from €6.36 (bear case) to €11.72 (bull case); at €7.20, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 10% below its 52-week high and 34% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 25% fair-value upside, at 21%, SCT screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Residual Income €4.82 €5.37 €7.55 76
ROIC Compounder €5.94 €6.88 €7.84 72
Growth-Adj P/E €9.09 €12.98 €16.88 68
All 14 models by family
DCF Models
Owner Earnings €8.92 €11.80 €15.19 31
Earnings-Based
Graham-Dodd €4.87 €12.22 €15.86 54
PEG = 1.0 €2.24 €3.20 €4.16 46
EPV €5.92 €6.64 €7.24 59
Multiples
P/E Multiple €11.82 €15.77 €19.71 63
P/S Multiple €9.14 €12.18 €15.23 58
P/B Multiple €9.14 €12.18 €15.23 55
EV/EBIT €13.93 €18.63 €23.32 53
EV/EBITDA €14.61 €19.53 €24.45 54
EV/Revenue €9.34 €13.41 €17.48 43
Asset-Based
NCAV (Graham) €2.86 €3.83 €5.72 50
Economic Profit
Residual Income €4.82 €5.37 €7.55 76
ROIC Compounder €5.94 €6.88 €7.84 72
Growth Earnings
Growth-Adj P/E €9.09 €12.98 €16.88 68

Widest divergence: Multiples (€13.41) versus Asset-Based (€3.83). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) €673M
Revenue growth (YoY) -3.3%
Net margin 3.7%
Return on equity 13.1%
Free cash flow −€10.0M FY2025
P/E ratio 10.0
More key figures
Operating margin 6.6%
EPS (TTM) €0.7300
Dividend yield 4.8%
EPS growth (YoY) +6.0%
Net debt €41.1M FY2025

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 49/100

Of which business quality 47 · Market factors (momentum, volatility) 66

Profitability 56
Margins and returns on capital today
Quality Growth 28
Are margins and returns improving?
Cashflow 13
Earnings quality: real cash, not paper profit
Fin. Strength 54
Balance sheet, leverage, solvency risk
Investment 65
Disciplined investing over empire-building
Low Volatility 54
Calm price path (market factor)
Momentum 67
Price trend over the last 3–12 months (market factor)
52W Momentum 77
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Toyota Caetano Portugal, S.A. imports, assembles, and commercializes light and heavy vehicles. The company involved in the import and sale of industrial cargo handling equipment; the creation and operationalization of training and human resources development projects, as well as the rental of properties; and rental of short or long-term vehicles.

Full company description

Toyota Caetano Portugal, S.A. imports, assembles, and commercializes light and heavy vehicles. The company involved in the import and sale of industrial cargo handling equipment; the creation and operationalization of training and human resources development projects, as well as the rental of properties; and rental of short or long-term vehicles. It also sells and rents industrial equipment, including counterbalanced forklift trucks and warehouse equipment; provides technical after-sales assistance and related parts; and offers business services and solutions. It distributes its products under the Toyota and Lexus brand names in Portugal, Germany, and the United Kingdom. Toyota Caetano Portugal, S.A. was incorporated in 1946 and is headquartered in Vila Nova De Gaia, Portugal. Toyota Caetano Portugal, S.A. is a subsidiary of Salvador Caetano Auto (S.G.P.S.), S.A.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Toyota Caetano Portugal, S.A reported revenue of €667M in FY2025 versus €404M in FY2021, a compound +13.3%/yr. Reported net income was €25.1M in FY2025, compounding +21.0%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
€667M
Latest YoY
+1.3%
Avg. growth/yr (3Y)
+11.6%
Avg. growth/yr (5Y)
+13.3%
Avg. growth/yr (25Y)
−18.2%
Revenue +13.3%/yr
FY21 €404M
FY22 €480M
FY23 €512M
FY24 €658M
FY25 €667M
Net income +21.0%/yr
FY21 €11.7M
FY22 €14.7M
FY23 €17.1M
FY24 €27.8M
FY25 €25.1M

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Cite: Fair Value Calculator (2026). "Toyota Caetano Portugal, S.A Fair Value". https://www.fairvalue-calculator.com/stock/SCT

Peer Group

Auto Manufacturers · 119 stocks

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.

Quality Score 49 · Above median
Fair Value upside +21% · Above median
Return on equity (TTM) 13% · Above median
Return on assets 6% · Top 25%
Net margin (TTM) 4% · Above median
Operating margin (TTM) 7% · Above median
Revenue growth -3% · Below median
Dividend yield (TTM) 4.8% · Top 25%
Debt / equity 0.11× · Lower than median

Valuation Multiples vs Auto Manufacturers median · lower = cheaper

P/E (TTM) 10.0× · Cheaper than 75% of peers
P/B 1.48× · Cheaper than median
P/S (TTM) 0.44× · Cheaper than median
EV/EBITDA 5.7× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 62 · sector 28
FUTURE 0 · sector 33
PAST 52 · sector 19
HEALTH 95 · sector 94
DIVIDEND 96 · sector 44

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Auto Manufacturers stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

Stock Price Fair Value vs Fair Value
Toyota Motor Corporation TM $179.76 $224.63 +25%
BYD Company 81211 HK$80.55 HK$50.85 -37%
Hyundai Motor Company 005380 425,000 KRW 616,918 KRW +45%
General Motors Company GM $77.72 $56.93 -27%
Bayerische Motoren Werke Aktiengesellschaft BMWM5N 1,909 MXN 2,944 MXN +54%
Ferrari N.V RACE $376.64 $228.05 -39%
Ford Motor Company F C$11.86 C$4.00 -66%
Mercedes-Benz Group BENZ C$20.44 C$35.15 +72%
Volkswagen AG VOW 2,149 CZK 7,191 CZK +235%
Maruti Suzuki India Limited MARUTI ₹13,803 ₹8,236 -40%

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Frequently asked questions

Is Toyota Caetano Portugal, S.A (SCT) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of €8.74 versus a price of €7.20, about +21% (undervalued).
What is the fair value of SCT?
Our model-based fair value for Toyota Caetano Portugal, S.A is €8.74 (as of Jul 19, 2026), built from audited fundamentals. The current price is €7.20.
What is the quality score of SCT?
Toyota Caetano Portugal, S.A has a Quality Score of 49/100. 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 revenue of Toyota Caetano Portugal, S.A (SCT)?
Toyota Caetano Portugal, S.A reported trailing-twelve-month revenue of about €673M (latest available figure, as of Jul 19, 2026).
What is the net profit margin of SCT?
The net profit margin of Toyota Caetano Portugal, S.A is about 3.7%, meaning it keeps roughly 3.7% of revenue as net income. Based on the latest reported figures.
Does Toyota Caetano Portugal, S.A pay a dividend?
Toyota Caetano Portugal, S.A currently shows a dividend yield of about 4.79% relative to its recent price (as of Jul 19, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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