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Yamaha Motor Co., Ltd.TSE:7272 Stock Report

Market Cap JP¥1.2t
Share Price
JP¥1.22k
JP¥1.48k
17.6% undervalued intrinsic discount
1Y11.6%
7D1.5%
1D
Portfolio Value
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Yamaha Motor Co., Ltd.

TSE:7272 Stock Report

Market Cap: JP¥1.2t

Yamaha Motor (7272) Stock Overview

Engages in land mobility, marine, outdoor land vehicles, robotics, financial services, and other businesses in Japan, the United States, the rest of North America, Europe, Indonesia, the rest of Asia, and internationally. More details

7272 fundamental analysis
Snowflake Score
Valuation0/6
Future Growth3/6
Past Performance1/6
Financial Health3/6
Dividends4/6

7272 Community Fair Values

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See what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.

Yamaha Motor Co., Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Yamaha Motor
Historical stock prices
Current Share PriceJP¥1,218.00
52 Week HighJP¥1,328.50
52 Week LowJP¥1,022.00
Beta0.42
1 Month Change-2.60%
3 Month Change10.63%
1 Year Change11.64%
3 Year Change-10.68%
5 Year Change14.01%
Change since IPO320.00%

Recent News & Updates

Narrative Update Jun 03

7272: Rider Safety Technology Will Support Margin Resilience And Bullish Case

Analysts have nudged their price target for Yamaha Motor higher from ¥1,400 to about ¥1,480, reflecting updated assumptions around discount rate, revenue growth, profit margin and forward P/E that slightly reframe the stock’s risk and earnings profile. What's in the News Yamaha Motor and Autoliv co-developed an airbag system for the Tricity 300 commuter scooter, aiming to bring advanced rider protection to a broader scooter segment.
Narrative Update May 03

7272: Future Dividend Reset And Margin Resilience Will Sustain Bullish Case

Analysts have reset their fair value estimate for Yamaha Motor to ¥1,400 from ¥1,449, reflecting updated views on revenue growth, profit margins, and a lower assumed future P/E multiple. What's in the News Yamaha Motor and Autoliv co-developed an airbag system for the Tricity 300 scooter, aiming to extend motorcycle style safety features to a broader commuter segment.

Recent updates

Narrative Update Jun 03

7272: Rider Safety Technology Will Support Margin Resilience And Bullish Case

Analysts have nudged their price target for Yamaha Motor higher from ¥1,400 to about ¥1,480, reflecting updated assumptions around discount rate, revenue growth, profit margin and forward P/E that slightly reframe the stock’s risk and earnings profile. What's in the News Yamaha Motor and Autoliv co-developed an airbag system for the Tricity 300 commuter scooter, aiming to bring advanced rider protection to a broader scooter segment.
Narrative Update May 03

7272: Future Dividend Reset And Margin Resilience Will Sustain Bullish Case

Analysts have reset their fair value estimate for Yamaha Motor to ¥1,400 from ¥1,449, reflecting updated views on revenue growth, profit margins, and a lower assumed future P/E multiple. What's in the News Yamaha Motor and Autoliv co-developed an airbag system for the Tricity 300 scooter, aiming to extend motorcycle style safety features to a broader commuter segment.
Narrative Update Apr 17

7272: Airbag Safety Progress And Dividend Reset Will Shape A Measured Outlook

Analysts have adjusted their price target on Yamaha Motor slightly higher to ¥1,177 from ¥1,162, citing updated assumptions that combine a marginally different discount rate, modestly revised revenue growth, a slightly higher profit margin, and a small change in the future P/E multiple. What's in the News Yamaha Motor and Autoliv co-developed an airbag system for the Tricity 300 commuter scooter, designed to protect riders in front collisions, with market availability for the updated model expected in the first half of 2026 (Key Developments).
Narrative Update Apr 03

7272: Airbag Safety Initiative And Earnings Reset Will Shape A Balanced Outlook

Analysts have lifted their price target for Yamaha Motor from ¥1,116.67 to ¥1,162.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as key drivers of the revision. What's in the News Autoliv and Yamaha Motor co-developed an airbag system for the updated Tricity 300 commuter scooter, designed to protect riders in front collisions and scheduled for market availability in the first half of 2026, with validation including simulations and full scale crash tests (Key Developments).
Narrative Update Mar 20

7272: Future Dividend Reset And Margin Outlook Will Support Bullish Thesis

Analysts have slightly reduced their 12-month price target for Yamaha Motor from ¥1,454.76 to ¥1,449.03, reflecting updated assumptions for revenue growth, profit margin and future P/E levels. What's in the News Autoliv and Yamaha Motor co-developed an airbag system for the Tricity 300 commuter scooter, with the updated model planned for market availability in the first half of 2026 and the airbag designed to protect riders in front collisions while maintaining vehicle balance and storage space (Strategic Alliances).
Narrative Update Mar 05

7272: Future Margin Improvements And Dividend Policy Will Support Bullish Outlook

Narrative Update Analysts have trimmed their price target on Yamaha Motor slightly, with fair value moving from about ¥1,459.93 to roughly ¥1,454.76 as they refresh assumptions around revenue growth, profit margins, and future P/E levels. What's in the News Board meeting scheduled for March 25, 2026, to consider details of a disposal of treasury shares, which could affect share count and capital structure if approved (company announcement).
Narrative Update Feb 19

7272: Higher Future Margins And Dividend Policy Will Support Bullish Outlook

Analysts have raised their price target on Yamaha Motor from ¥1,400 to about ¥1,460, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What's in the News Board meeting scheduled for March 25, 2026, to consider details of a disposal of treasury shares, which could affect the share count and capital structure.
Analysis Article Feb 17

Yamaha Motor Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Shareholders of Yamaha Motor Co., Ltd. ( TSE:7272 ) will be pleased this week, given that the stock price is up 15% to...
Narrative Update Feb 05

7272: Future Electric Mobility And Research Partnerships Will Support Bullish Outlook

Analysts have raised their price target for Yamaha Motor from ¥1,378.97 to ¥1,400.00, citing updated assumptions that reflect slightly different expectations for revenue growth, profit margin, and future P/E. What's in the News Revised consolidated guidance for the fiscal year ending December 31, 2025, now points to revenue of ¥2,530.0b, operating income of ¥126.0b, and profit attributable to owners of parent of ¥16.5b, with basic EPS of ¥16.99, mainly reflecting corporate tax adjustments linked to deferred tax assets and higher costs at Yamaha Motor and its U.S. subsidiary (company guidance).
Narrative Update Jan 21

7272: India EV Expansion And Margin Pressure Will Shape A Balanced Outlook

Analysts have trimmed their price target for Yamaha Motor to ¥1,116.67 from ¥1,140.00, reflecting updated views that combine a higher assumed revenue growth rate with a lower profit margin outlook and a revised future P/E of 13.34 times, under a slightly higher discount rate of 11.1%. What's in the News A board meeting is scheduled for December 23, 2025, to approve organizational reforms and personnel changes effective January 1, 2026 (company board filing).
Analysis Article Jan 11

The Price Is Right For Yamaha Motor Co., Ltd. (TSE:7272)

There wouldn't be many who think Yamaha Motor Co., Ltd.'s ( TSE:7272 ) price-to-sales (or "P/S") ratio of 0.5x is worth...
Narrative Update Jan 07

7272: Future Robotics Acquisition Will Support Bullish Outlook

Analysts have revised their price target on Yamaha Motor, citing a lower revenue growth outlook of 5.30%, a reduced profit margin assumption of 4.10%, and a higher future P/E of about 14.92x. Together, these factors suggest a less generous valuation than before, even as their fair value estimate remains at ¥1,378.97.
Narrative Update Dec 13

7272: Future EV Expansion And Robotics Acquisition Will Support Bullish Outlook

Narrative Update on Yamaha Motor Analyst Price Target Analysts have slightly reduced their price target on Yamaha Motor to approximately ¥1,379 from about ¥1,392, citing expectations of faster revenue growth and higher profit margins. These expectations are offset by a lower justified future price-to-earnings multiple and a marginally higher discount rate.
Analysis Article Nov 13

Yamaha Motor (TSE:7272) Will Pay A Dividend Of ¥25.00

Yamaha Motor Co., Ltd.'s ( TSE:7272 ) investors are due to receive a payment of ¥25.00 per share on 26th of March. This...
Analysis Article Nov 07

Yamaha Motor Co., Ltd. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next

Yamaha Motor Co., Ltd. ( TSE:7272 ) last week reported its latest third-quarter results, which makes it a good time for...
Analysis Article Oct 08

Yamaha Motor (TSE:7272) Will Pay A Dividend Of ¥25.00

The board of Yamaha Motor Co., Ltd. ( TSE:7272 ) has announced that it will pay a dividend of ¥25.00 per share on the...
Analysis Article Sep 21

Yamaha Motor (TSE:7272) Is Due To Pay A Dividend Of ¥25.00

The board of Yamaha Motor Co., Ltd. ( TSE:7272 ) has announced that it will pay a dividend of ¥25.00 per share on the...
Analysis Article Sep 06

Yamaha Motor (TSE:7272) Will Pay A Dividend Of ¥25.00

Yamaha Motor Co., Ltd.'s ( TSE:7272 ) investors are due to receive a payment of ¥25.00 per share on 26th of March. This...
Narrative Update Sep 05

Integration Of OLV Business And Tech Advancements In Robotics And AI Will Improve Market Position

With no notable changes in consensus revenue growth (3.2%) or net profit margin (5.22%), the consensus analyst price target for Yamaha Motor remains steady at ¥1140. What's in the News Yamaha Motor lowered its FY2025 consolidated earnings forecast due to production suspensions in Vietnam, lower unit sales in India, weak US marine demand, higher automobile taxes in Indonesia, increased US tariffs, and deferred tax asset risks; revenue and profit projections were revised sharply down.
Analysis Article Aug 09

Yamaha Motor Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Last week, you might have seen that Yamaha Motor Co., Ltd. ( TSE:7272 ) released its interim result to the market. The...
Analysis Article Jul 28

Is Yamaha Motor (TSE:7272) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Jul 10

It's A Story Of Risk Vs Reward With Yamaha Motor Co., Ltd. (TSE:7272)

It's not a stretch to say that Yamaha Motor Co., Ltd.'s ( TSE:7272 ) price-to-earnings (or "P/E") ratio of 12.4x right...
User avatar
New Narrative Nov 25

Accelerating Growth In Emerging Markets With Premium Motorcycles And Innovative Technology

Yamaha Motor's focus on premium motorcycles in emerging markets and new models is expected to drive revenue growth and enhance market presence.

Shareholder Returns

7272JP AutoJP Market
7D1.5%0.5%4.8%
1Y11.6%7.8%43.6%

Return vs Industry: 7272 exceeded the JP Auto industry which returned 7.8% over the past year.

Return vs Market: 7272 underperformed the JP Market which returned 43.6% over the past year.

Price Volatility

Is 7272's price volatile compared to industry and market?
7272 volatility
7272 Average Weekly Movement5.6%
Auto Industry Average Movement5.3%
Market Average Movement4.6%
10% most volatile stocks in JP Market9.4%
10% least volatile stocks in JP Market2.4%

Stable Share Price: 7272 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 7272's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
191855,176Motofumi Shitaraglobal.yamaha-motor.com

Yamaha Motor Co., Ltd., together with its subsidiaries, engages in land mobility, marine, outdoor land vehicles, robotics, financial services, and other businesses in Japan, the United States, the rest of North America, Europe, Indonesia, the rest of Asia, and internationally. The company offers WaveRunners, snowmobiles, and e-bike systems; and power products, SMT assembly systems, performance dampers, unmanned systems, pools, clean water supply systems, OEM casting and forging, cell picking and imaging systems, and electric motors. It also provides motorcycles, intermediate parts for products, knockdown parts for overseas production, electrically power-assisted bicycles, electrically power-assisted bicycle drive units, electric wheelchairs, automobile engines, and automobile components; outboard motors, personal watercraft, boats, fishing boats, and utility boats; and all-terrain vehicles, recreational off-highway vehicles, and golf cars.

Yamaha Motor Co., Ltd. Fundamentals Summary

How do Yamaha Motor's earnings and revenue compare to its market cap?
7272 fundamental statistics
Market capJP¥1.19t
Earnings (TTM)JP¥26.70b
Revenue (TTM)JP¥2.64t
44.3x
P/E Ratio
0.4x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
7272 income statement (TTM)
RevenueJP¥2.64t
Cost of RevenueJP¥1.83t
Gross ProfitJP¥804.83b
Other ExpensesJP¥778.14b
EarningsJP¥26.70b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)27.51
Gross Margin30.50%
Net Profit Margin1.01%
Debt/Equity Ratio98.2%

How did 7272 perform over the long term?

See historical performance and comparison

Dividends

4.1%
Current Dividend Yield
127%
Payout Ratio

Does 7272 pay a reliable dividends?

See 7272 dividend history and benchmarks
When do you need to buy 7272 by to receive an upcoming dividend?
Yamaha Motor dividend dates
Ex Dividend DateJun 29 2026
Dividend Pay DateSep 07 2026
Days until Ex dividend10 days
Days until Dividend pay date80 days

Does 7272 pay a reliable dividends?

See 7272 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/18 00:05
End of Day Share Price 2026/06/18 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Yamaha Motor Co., Ltd. is covered by 23 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kei NihonyanagiBarclays
Kei NihonyanagiBofA Global Research
Arifumi YoshidaCitigroup Inc