<- Go home

Professional

[ANALYST] Palliser

Added to YB: 2025-06-20

Pitch date: 2025-05-23

5105.T [bullish]

Toyo Tire Corporation

+58.07%

current return

Author Info

No bio for this author

Company Info

Toyo Tire Corporation manufactures and sells tires in Japan, North America, and internationally. It operates in two segments, Tires and Automotive Parts.

Market Cap

N/A

Pitch Price

JPY 2.7K

Price Target

5.3K (+22%)

Dividend

N/A

EV/EBITDA

N/A

P/E

N/A

EV/Sales

N/A

Sector

Automobile Components

Category

value

Show full summary:
Toyo Tire (5105 JT)

5105.T: Premium tire brand w/ leading US WLTR market share. Superior ROIC ~12%/ROE ~17% (2x peer avg) yet trades 30% below peers despite better margins. 45%+ upside via: 1) aligned mgmt incentives 2) optimize capital structure (release $900M) 3) resolve Mitsubishi 20% stake overhang. 25% 5yr IRR.

Read full article (4 min)