Toyota Tsusho Corporation (TYHOF) Fair Value & Analysis
Industrials · US · Market cap $39.9B · ISIN US89240C2052
What is Toyota Tsusho Corporation really worth?
A solid business, but trading 26% above our fair value of $37.82.
As of Aug 28, 2026, the fair value of Toyota Tsusho Corporation is $37.82 per share against a price of $47.50, so the fair value sits 20% below the price. A model estimate blended from multiple valuation models, recalculated regularly.
Strengths
Risks
For context
Fair value as of: Aug 28, 2026
From 11 valuation models · updated 9 days ago
Share price +12.1% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- Solid but not exceptional quality (51/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($22.77 to $47.28) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year. As of Aug 28, 2026.
How to read this chart
60‑month range $5.62 – $47.50 · fair‑value band $22.77 – $47.28 · the $47.50 price screens above the $37.82 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Aug 28, 2026.
Analysis
Toyota Tsusho Corporation (TYHOF) currently trades at $47.50, while our model-based Fair Value estimate is $37.82, implying the stock looks roughly 25.6% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Industrials sector. How firm this estimate is: it rests on 24 models at a data quality of 94/100, which puts the evidence level at high.
Over the trailing twelve months, Toyota Tsusho Corporation generated revenue of ¥11.6T at a net margin of 3.2%. Revenue grew 19.5% year over year. It earns a return on equity of 13.2%. Net debt stands at ¥770B. Fundamentals as of Aug 28, 2026
Our scenario range runs from $22.77 (bear case) to $47.28 (bull case); at $47.50, the current price sits above 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 near its 52-week high and 122% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at 35% fair-value upside, at −20%, TYHOF screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly $0.6319 per share, which is 1.7 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 11 models by family
Widest divergence: DCF Models ($6,055) versus Earnings-Based ($1,935). Highest evidence: Growth DCF (79).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 28, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 52 · Market factors (momentum, volatility) 62
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Toyota Tsusho Corporation, together with its subsidiaries, engages in the manufacturing, processing, and sale of various products in Japan and internationally. It operates through Metal+ (Plus), Circular Economy, Supply Chain, Mobility, Green Infrastructure, Digital Solutions, Lifestyle, and Africa segments.
Full company description
Toyota Tsusho Corporation, together with its subsidiaries, engages in the manufacturing, processing, and sale of various products in Japan and internationally. It operates through Metal+ (Plus), Circular Economy, Supply Chain, Mobility, Green Infrastructure, Digital Solutions, Lifestyle, and Africa segments. The company processes, manufactures, and sells automotive steel and aluminum sheets, special and stainless steel sheets, electrical steel sheets, and steel bars and pipes, as well as building materials; and develops, sells, and distributes critical metals, batteries, electronic materials, synthetic resins, rubber, organic chemicals, additives, and pharmaceutical raw materials. It also procures, designs, develops, sells, and services mobility interior and exterior parts and accessories, as well as offers logistics, airport management, resources recycling, and supply chain-related business development services; and import and exports commercial, passenger, industrial, and other vehicles and supply parts, as well as provides vehicle installation and assembly services. In addition, the company trades in manufacturing and logistics equipment, parts and tools, and construction machineries, as well as develops social infrastructure and operates power generation plants, airports, and ports; and sells electronic devices and components, semiconductors, IT-related products, computers, peripherals, and software, as well as offers network construction and maintenance, help desk, cybersecurity, and software development. Further, it is involved in the import and export of grain, agricultural, livestock, and marine products, as well as provision of insurance agency and brokerage services, textiles and fiber products, real estate development and management, and healthcare centers; and leasing and sale of new and used cars, after-sale services, sale of pharmaceutical products, and retail business. The company was founded in 1936 and is headquartered in Nagoya, Japan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Toyota Tsusho Corporation reported revenue of ¥11.6T in FY2026 versus ¥8.0T in FY2022, a compound +9.7%/yr. Reported net income was ¥373B in FY2026, compounding +13.8%/yr from FY2022.
of which total revenue +4.5 % · buybacks/dilution +0.0 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
TYHOF screens 26% overvalued. Compare with ITOCHU Corporation →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Toyota Tsusho receives order for installation work for BESS at solar plants in Africa
- A Look At Toyota Tsusho (TSE:8015) Valuation After Strong Multi‑Year Share Price Gains
- Market Chatter: Toyota, Indonesia in Talks on Joint Investment in Bioethanol Production
- Namibia Critical Metals Welcomes Toyota Tsusho as Strategic Partner in the Lofdal Heavy Rare Earths Project
Peer Group
Conglomerates · 373 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.
Valuation Multiples vs Conglomerates median · lower = cheaper
Strength profile in five axes (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.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Conglomerates stocks, each showing price versus our Fair Value estimate (as of Aug 28, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| ITOCHU Corporation ITOCHU19 | 7.20 THB | 14.40 THB | +100% |
| 3M Company MMM | $178.83 | $76.87 | −57% |
| Honeywell International Inc HON | $217.43 | $218.95 | +1% |
| CITIC Limited 0267 | HK$13.02 | HK$26.04 | +100% |
| Poste Italiane S.p.A PST | €26.90 | €7.65 | −72% |
| Swire Pacific Limited 0019 | HK$106.30 | HK$36.88 | −65% |
| CK Hutchison Holdings 0001 | HK$69.85 | HK$100.46 | +44% |
| SK Inc 034730 | 553,000 KRW | 615,077 KRW | +11% |
| PT Astra International Tbk, ASII | 4,800 IDR | 9,600 IDR | +100% |
| Jardine Matheson Holdings J36 | $58.42 | $79.11 | +35% |
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