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TMToyota Motor CorporationSell5.9·$177.94-1.01%
SellModerate Confidence
Investment thesis

Toyota Motor offers deep valuation at a forward price-to-earnings of 11.4x and PEG of 0.49 with 42% analyst-implied upside, but a falling-knife price pattern, negative free cash flow quality, and an extremely elevated put/call ratio of 24.86 signal significant near-term risk.

Thesis pillars

  • Deep Value Low Forward PeDeteriorating
  • Falling Knife Pattern RiskStable
  • Extremely Elevated Put CallImproving
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Toyota Motor Corporation (TM) Stock Analysis

Recovery setup

SellVALUE-TRAP 1/5GrowthModerate Confidence

Consumer Cyclical · Auto Manufacturers

Sell if holding. Engine safety override at $177.94: Quality below floor (2.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.9/10 and A.R:R 2.2:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Below long-term trend.

Toyota Motor Corporation designs, manufactures, assembles, and sells passenger vehicles, minivans and commercial vehicles, and related parts and accessories in Japan, North America, Europe, Asia, Central and South America, Oceania, Africa, the Middle East, and internationally.... Read more

$177.94+14.4% A.UpsideScore 5.9/10#4 of 17 Auto Manufacturers
QualityF-score6 / 9FCF yield-572.86%
IncomeYield3.49%(5y avg 2.77%)Payout31.40%sustainable
Stop $171.39Target $203.17(analyst − 15%)A.R:R 2.2:1
Analyst target$239.02+34.3%4 analysts
$203.17our TP
$177.94price
$239.02mean
$269

Sell if holding. Engine safety override at $177.94: Quality below floor (2.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.9/10 and A.R:R 2.2:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 60. Score 5.9/10, moderate confidence.

Passes 8/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news boost analyst 0.35, earnings proximity 17d clear, semi cycle peak clear, materials cycle peak clear). Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-19

Recent Developments — Toyota Motor Corporation

Generated 2026-07-19T06:12:10Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Aug 4, 202617d to earnings· next earnings call

Thesis

Rewards
Recent Analyst detected in news
Risks
Quality below floor (2.9 < 4.0)

Key Metrics

P/E (TTM)9.9
P/E (Fwd)11.3
Mkt Cap$210.3B
EV/EBITDA6.2
Profit Mgn7.6%
ROE10.2%
Rev Growth1.9%
Beta0.32
Dividend3.49%
Rating analysts26

Quality Signals

Piotroski F6/9

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Gross Margin
0.0
Fcf Quality
0.0
Roa
1.6
Operating Margin
1.8
Roe
3.4
Net Margin
3.8
Moat
3.8
Current Ratio
4.8
Piotroski F
6.7
Earnings quality RED FLAG: -31% FCF/NINo competitive moatQuality concerns
GatesDeath cross (50MA < 200MA)Momentum 6.1>=5.5A.R:R 2.2 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.35EARNINGS PROXIMITY 17d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Moderate
RSI
60 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $166.10Resistance $181.75

Price Targets

$171
$203
A.Upside+14.4%
A.R:R2.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (2.9 < 4.0)

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-04 (17d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is TM stock a buy right now?

Sell if holding. Engine safety override at $177.94: Quality below floor (2.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.9/10 and A.R:R 2.2:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 60. Prior stop was $171.39. Score 5.9/10, moderate confidence.

What is the TM stock price target?

Take-profit target: $203.17 (+14.4% upside). Prior stop was $171.39. Stop-loss: $171.39.

What are the risks of investing in TM?

Quality below floor (2.9 < 4.0).

Is TM overvalued or undervalued?

Toyota Motor Corporation trades at a P/E of 9.9 (forward 11.3). TrendMatrix value score: 8.6/10. Verdict: Sell.

What do analysts say about TM?

26 analysts cover TM with a consensus score of 4.0/5. Average price target: $239.

What does Toyota Motor Corporation do?Toyota Motor Corporation designs, manufactures, assembles, and sells passenger vehicles, minivans and commercial...

Toyota Motor Corporation designs, manufactures, assembles, and sells passenger vehicles, minivans and commercial vehicles, and related parts and accessories in Japan, North America, Europe, Asia, Central and South America, Oceania, Africa, the Middle East, and internationally. The company operates through Automotive, Financial Services, and All Other segments. The company offers subcompact and compact cars; mini-vehicles; mid-size, luxury, sports, and specialty cars; recreational and sport-utility vehicles; pickup trucks; minivans; trucks; and buses. It also develops and sells battery and hybrid electric vehicles and batteries. In addition, the company provides financial services, such as retail financing and leasing, wholesale financing, insurance, and credit cards. Further, it operates GAZOO.com, a web portal for automobile information, as well as engages in telecommunications and other businesses. It offers vehicles under the Toyota and Lexus brand names. It has strategic manufacturing alliance with Joby Aviation, Inc. to establish a joint venture to realize air mobility. Toyota Motor Corporation was founded in 1933 and is headquartered in Toyota, Japan.

Related stocks: HMC (Honda Motor Company, Ltd.) · RACE (Ferrari N.V.) · GM (General Motors Company) · RIVN (Rivian Automotive, Inc.) · TSLA (Tesla, Inc.)
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