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Financial Ratio Analysis Reoprt

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Company Description

Toyota Motor Corporation. The Group's principal activities are to manufacture and sell automobiles and provide financial services. The Group operates through three segments: Automotive, Financial Services and Other. Automotive segment designs, manufactures, assembles and sells passenger cars, recreational and sport-utility vehicles, minivans and trucks and related parts and accessories. Financial services segment provides financing to dealers and their customers for the purchase or lease of Toyota vehicles. Other services segment provides intelligent transport systems, information technology-based systems encompassing car multimedia systems, on-board intelligent systems, advanced transportation systems and transportation infrastructure and logistics systems. The Group sells vehicles in 140 countries and other regions. During the year 2004, the Group acquired Toyota Auto Body Co Ltd, Kanto Auto Works Ltd, Central Motor Co Ltd and PT Toyota Motor Manufacturing Indonesia.

Competitor Analysis

Toyota Motor Corporation operates within the Motor vehicles and car bodies sector. This analysis compares Toyota Motor with three other automobile manufacturers in Australasia: Mazda Motor Corporation (2005 sales of 2.70 trillion Japanese Yen [US$23.18 billion] of which 73% was Vehicles), Honda Motor Co., Ltd. (8.65 trillion Japanese Yen [US$74.39 billion] of which 81% was Automobile Business), and Nissan Motor Co Ltd (8.58 trillion Japanese Yen [US$73.76 billion] of which 95% was Automobiles).

Sales Analysis

During the year ended March of 2005, sales at Toyota Motor were Ð'Ґ18.55 trillion (US$159.54 billion). This is an increase of 7.3% versus 2004, when the company's sales were Ð'Ґ17.29 trillion. This was the fifth consecutive year of sales increases at Toyota Motor (and since 2000, sales have increased a total of 44%).

Sales of Other saw an increase that was more than double the company's growth rate: sales were up 67.5% in 2005, from Ð'Ґ614.93 billion to Ð'Ґ1.03 trillion.

The company derives most of its revenues in its home market of Japan: in 2005, this region's sales were Ð'Ґ12.00 trillion, which is equivalent to 64.7% of total sales. In 2005, sales in Japan were up at a rate that was much higher than the company as a whole: in this region, sales increased 67.5% to Ð'Ґ12.00 trillion. Toyota Motor also experienced significant increases in sales in Europe (up 22.8% to Ð'Ґ2.48 trillion) and Rest of the World (up 27.8% to Ð'Ґ2.81 trillion) .

The company currently employs 265,753. With sales of Ð'Ґ18.55 trillion (US$159.54 billion) , this equates to sales of US$600,344 per employee. The sales per employee levels at the three comparable companies vary greatly, from US$434,769 to US$649,716, as shown in the following table. Some of the variation may be due to the way each of these companies counts employees (and if they count subcontractors, independent contractors, etc).

Sales Comparisons (Fiscal Year ending 2005)

Company Sales

(trlns) Sales

Growth Sales/

Emp (US$) Largest Region

Toyota Motor 18.552 7.3% 600,344 Japan (64.7%)

Mazda Motor Corporation 2.696 -7.6% 649,716 Japan (42.1%)

Honda Motor Co., Ltd. 8.650 6.0% 539,741 North America (53.0%)

Nissan Motor Co Ltd 8.576 15.4% 434,769 North America (43.5%)

Recent Stock Performance

For the 52 weeks ending 12/16/05, the stock of this company was up 40.8% to

Ð'Ґ5,690.00 .

During the past 13 weeks, the stock has increased 19.5%.

During the 12 months ending 9/30/05, earnings per share totalled Ð'Ґ354.16 per share. Thus, the Price / Earnings ratio is 16.07. Earnings per share rose 3.6% in 2005 from 2004.

The 16.1 P/E ratio of this company is higher than the P/E ratio of all three comparable companies, which are currently trading between 9.6 and 12.5 times earnings. This company is currently trading at 1.00 times sales. This is at a higher ratio than all three comparable companies, which are trading between 0.26 and 0.70 times sales. Toyota Motor is trading at 1.96 times book value.

Summary of company valuations (as of 12/16/05).

Company P/E Price/

Book Price/

Sales 52 Wk

Pr Chg

Toyota Motor 16.1 1.96 1.00 40.80%

Mazda Motor Corporation 11.2 2.41 0.26 68.25%

Honda Motor Co., Ltd. 12.5 1.85 0.70 24.20%

Nissan Motor Co Ltd 9.6 1.88 0.56 6.59%

The market capitalization of this company is Ð'Ґ18.51 trillion (US$159.17 billion) . The capitalization of the floating stock (i.e., that which is not closely held) is Ð'Ґ14.14 trillion (US$121.64 billion) .

Dividend Analysis

During the 12 months ending 9/30/05, Toyota Motor paid dividends totalling Ð'Ґ75.00 per share. Since the stock is currently trading at Ð'Ґ5,690.00 , this implies a dividend yield of 1.3%. Toyota Motor has increased its dividend during each of the past 5 fiscal years (in 2000, the dividends were Ð'Ґ24.00 per share).

During the same 12 month period ended 9/30/05, the Company reported earnings of Ð'Ґ354.16 per share. Thus, the company paid 21.2% of its profits as dividends.

Profitability Analysis

On the Ð'Ґ18.55 trillion in sales reported by the company in 2005, the cost of goods sold totalled Ð'Ґ13.81 trillion, or 74.4% of sales (i.e., the gross profit was 25.6% of sales). This gross profit margin is slightly lower than the company achieved in 2004, when cost of goods sold totalled 73.5% of sales. The gross margin in 2005 was the lowest of the previous five years (in 2003, the gross margin had been as high as 28.9%).

Toyota Motor's 2005 gross profit margin of 25.6% was lower than all three comparable companies (which had gross profits in 2005 between 27.9% and 32.8% of sales).

The company's earnings

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