Toyota’s Financial AnalysisA Comparative Analysis

ByAlixandra Porembski

Planning Logic

Toyota Motor Corp.

Toyota at a Glance

FY 09• posted first operating loss in 71

years. • weaker developed markets,

stronger yen and higher raw material and commodity costs.

FY 10 • Despite costs related to

product the recalls, return to profitability.

Market Capitalization: 7,933B

Price / Earnings: 18.9 vs. 31.39

Net Profit Margin (mrq): 1.8% vs. 1.98%

Price To Free Cash Flow (mrq):

-8.5

Return on Equity: 5.0% vs. 3.7%

Total Debt / Equity: 133.8

Dividend Yield: 1.7%

Industry Statistics

Toyota Motor Corp: NYSE

Index Level Performance (as of 02-May-2013)

Peer Group: NYSE

U.S. Market Share for the Top Five Automakers

Carmaker 2011 2010 2009 2008 GM 19.4% 18.8% 19.7% 22.1%FORD 16.5% 16.4% 15.3% 14.2% TOYOTA 12.6% 15.2% 17.0% 16.7% CHRYSLER 10.5% 9.2% 8.8% 10.8% HONDA 9.7% 10.6% 11.1% 10.8%

Market share figures for 2008 to '11 are for the full 12 months. The shares for CY11 cover the first 10 months.

Nikkei 225 Stock Performance

• March 2011 major earthquake and Tsunami in Japan.• Toyota noted related costs of about JPY320 billion yen.

http://live.wsj.com/video/how-betting-against-the-yen-paid-off/748B9A48-D09F-46B5-91DB-BAAFCAF50571.html#!748B9A48-D09F-46B5-91DB-BAAFCAF50571

A weaker yen strengthens exporters backbone of the

Japanese economy

The yen has fallen roughly 15% vs. the greenback

Efforts by the U.S., Europe and Japan to spark growth could devolve into a currency war. Devaluing currencies for

economic advantage.

Japanese not likely to see growth in China, though the auto market will expand 10%

Toyota

Sales fell 4.9%

Nissan Motor Co.

Honda Motor Co.

declined thanks to the anti-Japan sentiment.

Ford Motor Co.

deliveries jumped 54%

General Motors Co.

15.1% market share

Volkswagen

sold 4 of top 10 selling cars

recalled a record number of vehicles with defective gearboxes

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