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Maker of rubber/plastic auto parts (airbags, weatherstrips, interior trim) and LED components, part of the Toyota group.
Maker of rubber/plastic auto parts (airbags, weatherstrips, interior trim) and LED components, part of the Toyota group.
Sells parts designed in for a specific car model years before launch, so volume follows Toyota's production plans; the Toyota group is its biggest customer and a major shareholder. Airbags and steering wheels carry most weight, and plastic and rubber trim depend on car output.
In one line: A Toyota-group auto-parts and LED maker.
Moat: narrow (customer qualification, process know-how, scale). Deep Toyota-group supply ties and safety-system qualification built over decades.
Headquarters: Kiyosu, Japan · Founded: 1949 · Employees: 41,304
Size Toyoda Gosei (7282.T) is a Japan Consumer Discretionary company (Auto Parts: OEM) with a market value of $3.81B, the 299th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥5,264 on 6 Nov 2026.
Performance Over six months the shares gained 26.3%, against -13.1% for the median peer and +1.8% for the Japan market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 12.9% over the last twelve months (peer median +7.3%); the operating margin is 7.2% (peer median 6.8%).
Valuation It trades at 9.8× forward earnings against a peer median of 13.6× (5th cheapest of 19).
Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -9 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.8 points below its cost of capital (10.0% WACC).
Next results Next results expected around 2 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥1.22T | ¥1.15T | ¥1.06T | ¥1.07T | ¥952B |
| Revenue growth | — | +8% | -1% | +13% | — |
| Gross profit | ¥201B | ¥213B | ¥186B | ¥182B | ¥136B |
| EBITDA | ¥144B | ¥137B | ¥122B | ¥124B | ¥86.7B |
| Net income | ¥61.2B | ¥62.0B | ¥36.3B | ¥51.5B | ¥16.0B |
| Free cash flow | ¥52.6B | ¥74.2B | ¥33.6B | ¥81.7B | ¥7.84B |
| Capital expenditure | ¥61.1B | ¥57.4B | ¥58.4B | ¥46.7B | ¥46.1B |
| Total debt | ¥114B | ¥140B | ¥123B | ¥153B | ¥178B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Toyoda Gosei 7282.T | $3.81B | +26% | +13% | 7% | 9.8× | 0.5% |
| Autoliv ALV | $8.89B | +2% | +4% | 10% | 11.0× | 2.6% |
| Forvia FRVIA.PA | $1.93B | -20% | -32% | 5% | n/a | -8.3% |
| Cooper-Standard CPS | $319M | -42% | +2% | 3% | 6.0× | n/a |
| Nishikawa Rubber 5161.T | $852M | +15% | +3% | 8% | n/a | -2.9% |
| Daicel 4202.T | $2.48B | +24% | +2% | 7% | 11.1× | 6.1% |
| Seoul Semiconductor 046890.KS | $358M | -48% | 0% | 0% | 77.0× | 28.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 7282.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -2.0% | -6.5% | 9th highest of 21 |
| 6-month return | +26.3% | -13.1% | 2nd highest of 21 |
| Distance from 52-week high | -8.0% | -31.8% | 2nd highest of 21 |
| Revenue growth (TTM) | +12.9% | +7.3% | 7th highest of 21 |
| Operating margin | 7.2% | 6.8% | 10th highest of 21 |
| Forward P/E | 9.8× | 13.6× | 5th cheapest of 19 |
| Growth the price implies (Req g, 7 yrs) | 0.5% | 1.2% | 9th least demanding of 18 |
| Growth delivered (Del g) | +9.7% | +8.8% | 7th highest of 17 |
| Hurdle (Req g minus delivered) | -9.2 pp | -8.4 pp | 8th least demanding of 17 |
| ROIC minus cost of capital | -0.8 pp | +1.4 pp | 7th lowest of 21 |
| EV / EBITDA | 4.4× | 5.7× | 5th cheapest of 11 |
| Net debt / EBITDA | -0.0× | 0.5× | 4th least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Toyoda Gosei 7282.T | Japan | $3.81B | +26% | +13% | 7% | 9.8× | 0.5% | +9.7% |
| ZCZL Industrial Technology 601717.SS | China | $3.80B | -19% | -1% | 8% | 6.3× | -9.8% | +9.4% |
| Jtekt 6473.T | Japan | $3.82B | -1% | +4% | 5% | 11.4× | 1.2% | +9.1% |
| Inter Cars CAR.WA | Poland | $3.83B | +38% | +12% | 6% | 13.9× | 9.5% | +18.3% |
| Fulin Precision 300432.SZ | China | $3.84B | -47% | +95% | 5% | 20.2× | n/a | n/a |
| Garrett Motion GTX | United States | $3.72B | -31% | +7% | 15% | 9.9× | -6.9% | +3.4% |
| Bethel Automotive Safety Systems 603596.SS | China | $3.70B | -11% | +21% | 10% | 16.0× | 7.0% | +31.7% |
| Linamar LNR.TO | Canada | $3.63B | -9% | +9% | 9% | 7.1× | -8.4% | +12.0% |
| Aumovio AMV0.DE | Germany | $3.57B | -12% | -6% | -6% | n/a | 10.2% | n/a |
| Zhejiang Yinlun Machinery 002126.SZ | China | $3.53B | -39% | +28% | 7% | 23.0× | 14.6% | +19.9% |
| Atmus Filtration Technologies ATMU | United States | $4.13B | -9% | +13% | 17% | 16.2× | 8.1% | +7.4% |
| CIE Automotive CIE.MC | Spain | $3.46B | -11% | +4% | 14% | 8.5× | -6.7% | +6.5% |
| Gentex GNTX | United States | $4.19B | -15% | +8% | 19% | 9.9× | -4.7% | +8.5% |
| Koito Manufacturing 7276.T | Japan | $4.27B | -6% | +6% | 6% | 13.3× | -0.8% | +6.1% |
| Sensteed Hi-Tech 000981.SZ | China | $3.36B | -42% | -15% | -39% | n/a | n/a | n/a |
| Anhui Zhongding Sealing Parts 000887.SZ | China | $3.32B | -3% | +9% | 8% | 15.1× | 3.8% | +11.4% |
| Ningbo Joyson Electronic 600699.SS | China | $4.44B | -27% | -6% | 5% | 21.9× | -1.1% | +5.0% |
| Exide Industries EXIDEIND.NS | India | $3.20B | -2% | +13% | 8% | 21.7× | 27.5% | +11.7% |
| NHK Spring 5991.T | Japan | $3.18B | -14% | +3% | 6% | 9.8× | 5.2% | +7.4% |
| Valeo FR.PA | France | $3.00B | -15% | -2% | 4% | 7.3× | -8.2% | +4.9% |
| Suzhou Inovance Automotive 301656.SZ | China | $4.95B | -31% | +28% | 1% | 676.0× | n/a | n/a |