Toyota Motor's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Toyota Motor (TM) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Toyota Motor vs Its Competitors
- TTM: Trailing 12-month revenue of 318,227M vs 760,425M combined for tracked competitors (29.5% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs decelerating (-8.1%) for its tracked peer group.
- Profitability: Its 7.9% net margin compares with 9.3% for the peer group.
- Scale: Toyota Motor ranks #2 of 31 companies by market capitalization in the EV, Auto & Truck Manufacturers industry, holding 12.8% of industry market cap.
- Peer revenue share: Toyota Motor accounted for 64.6% of combined revenue among its tracked peer group.
- Peer differentiation: Revenue per employee of $0.81M compares with $1.59M for the peer group (0.5x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
TM Sales vs. its Competitors, Q4 2026
With a net margin of 7.86 %, Toyota Motor reported lower profitability than its competitors (9.27 %).
Toyota Motor generated 64.56 % of the combined sales of its peer group.
Toyota Motor vs. its Competitors, Q4 2026
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Toyota Motor and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Toyota Motor Corp | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (3) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Toyota Motor's competitor groups requires a Commercial License.
Toyota Motor's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Toyota Motor Corp | Yes | Yes | No | No |
| Competitors combined (34) | ||||
| High-Confidence Competitors (14) | ||||
| Similar-Size Competitors (6) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 62.50 % (5 of 8) | 50.00 % (4 of 8) | 50.00 % (4 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
TM Stock Performance relative to its Competitors
TM Stock Performance relative to High-Confidence Competitors
TM Stock Performance relative to Similar-Size Competitors
TM Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | General Motors Company | 282.9% | Outperformed |
| 2 | Consumer Portfolio Services Inc | 282.9% | Outperformed |
| 3 | Credit Acceptance Corp | 282.9% | Outperformed |
| 4 | Paccar Inc | 282.9% | Outperformed |
| 5 | Keycorp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Toyota Motor's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Toyota Motor's Comment on Competition and Industry Peers
Publicly Traded Peers of Toyota Motor Corp
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Toyota Motor Corp | - | 318,226.89 |
| Tesla Inc | 1,265,373.00 | 103,619.00 |
| Wells Fargo and Company | 248,473.80 | 83,940.00 |
| Capital one financial corp | 122,021.31 | 51,099.00 |
| General Motors Company | 73,382.40 | 185,527.00 |
| Ferrari N v | 70,971.76 | 8,003.26 |
| SUBTOTAL | 2,086,838.53 | 2,309,627.27 |
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Sources: Toyota Motor Corp's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Toyota Motor Corp versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Toyota Motor's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Volkswagen | Named by the company | 85% |
| SUP | Named by the company | 85% |
| Peugeot | Named by the company | 85% |
| Hyzon Motors Inc | Named by the company | 85% |
| Ses Ai Corporation | Named by the company | 85% |
| Kia | Named by the company | 85% |
| Telenav Inc | Named by the company | 85% |
| Carvana Co | Named by the company | 85% |
| Ford | Named by the company | 85% |
| Renault | Named by the company | 85% |
| Ironnet Inc | Named by the company | 85% |
| Superior Industries International Inc | Named by the company | 85% |
| Opel | Named by the company | 85% |
| Cyngn Inc | Named by the company | 85% |
| Nikola Corporation | Named by the company | 85% |
| Hyundai | Named by the company | 85% |
| Joby Aviation Inc | Named by the company | 85% |
| Lear Corp | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Toyota Motor's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Toyota Motor's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Tesla Inc | Automotive 88.88 % |
| General Motors Company | GM North America 83.10 % |
| Paccar Inc | Truck Subsegment 69.61 % |
| Ford Motor Co | Ford Blue 51.38 % |
| American International Group Inc | North America Operating 30.08 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Toyota Motor's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Toyota Motor Corp | - | 814,032 | 64,014 |
| Tesla Inc | 1,265,373 | 768,772 | 28,668 |
| Wells Fargo and Company | 248,474 | 351,213 | 95,100 |
| Capital one financial corp | 122,021 | 669,712 | 137,615 |
| General Motors Company | 73,382 | 1,189,276 | 13,410 |
| Ferrari N v | 70,972 | 1,399,661 | 313,301 |
| PEERS TOTAL | 2,086,839 | 1,591,983 | 12,788 |
Toyota Motor's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Tesla Inc | United States 46.78 % |
| Oshkosh Corporation | US 83.80 % |
| Federal Signal Corporation | United States 80.16 % |
| Joby Aviation Inc | United States 60.01 % |
| Shyft Group Inc | US 99.63 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Toyota Motor's Position in Industry Market Structure
Market-capitalization share and concentration across all 26 companies in Toyota Motor's industry classification, broader than the peer set above. Market cap in millions of $.Toyota Motor ranks #2 of 26 companies by market capitalization in its industry, holding 12.79 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 4,423, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Tesla Inc | 1,291,746 | 64.48 % |
| 2 | Toyota Motor Corp | 256,206 | 12.79 % |
| 3 | Honda Motor Co Ltd | 160,380 | 8.01 % |
| 4 | General Motors Company | 74,857 | 3.74 % |
| 5 | Ferrari N v | 1,234 | 5.2% |
| 6 | Ford Motor Co | 1,234 | 5.2% |
| 7 | Li Auto Inc | 1,234 | 5.2% |
| 8 | Rivian Automotive Inc | 1,234 | 5.2% |
| 9 | Stellantis N v | 1,234 | 5.2% |
| 10 | Xpeng Inc | 1,234 | 5.2% |
Market cap and industry share for the rest of Toyota Motor's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Toyota Motor's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Tesla Inc | 1,291,746 | -13.81 % |
| 2 | Toyota Motor Corp | 256,206 | -3.89 % |
| 3 | Honda Motor Co Ltd | 160,380 | -2.04 % |
| 4 | General Motors Company | 1,234 | 12.3% |
| 5 | Ferrari N v | 1,234 | 12.3% |
| 6 | Ford Motor Co | 1,234 | 12.3% |
| 7 | Li Auto Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Toyota Motor's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Toyota Motor's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the EV, Auto & Truck Manufacturers industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (36 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 22.78 % | 7.74 % (avg) | +15.0 pp |
| Operating Margin | 7.43 % | industry median | +11.2 pp |
| EBITDA Margin | 10.17 % | -10.52 % (avg) | +20.7 pp |
| Capital Intensity (Capex / Revenue) | - | 10.58 % (avg) | - |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Toyota Motor's Strategic Group Map
Every company in Toyota Motor's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Toyota Motor is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Toyota Motor's BCG Growth-Share Matrix
Relative market share (vs Toyota Motor's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Toyota Motor falls in the Dog quadrant: relative market share of 0.20x vs its largest competitor, in an industry growing revenue 2.7% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Tesla Inc alone holds 64% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Toyota Motor's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 4,423 (see Industry Market Structure & Concentration above) |
| Supplier Power | Not covered on this page | See Toyota Motor's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Toyota Motor's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Toyota Motor's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Toyota Motor falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Toyota Motor's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 11.2 points above the industry median.
- Return on equity 5.9 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.20x).
Opportunities
- A meaningful share of tracked competitors (51.50 %) show financial-distress signals, a possible opening to gain share.
Threats
- Industry dominated by Tesla Inc , holding 64.48 % of industry market cap.
- Tracked peer group's revenue run-rate is broadly decelerating (-8.1% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Toyota Motor's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Toyota Motor Corp | 0.38 | 1.27 | 0.62 |
| Tesla Inc | 0.50 | 2.05 | 0.03 |
| Wells Fargo and Company | 0.11 | 0.80 | 1.41 |
| Capital one financial corp | 0.03 | 1.03 | 0.39 |
| General Motors Company | 0.23 | 1.17 | 0.62 |
| Ferrari N v | 13.00 | 42.73 | - |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Toyota Motor's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Toyota Motor Corp | Q1 2026 | +0.9 % | -20.5 % |
| Tesla Inc | Q2 2026 | +25.5 % | -5.2 % |
| Wells Fargo and Company | Q2 2026 | +14.2 % | +21.6 % |
| Capital one financial corp | Q2 2026 | +1,392.5 % | - |
| General Motors Company | Q2 2026 | +1.9 % | -28.5 % |
| Ferrari N v | Q4 2025 | +7.0 % | +4.8 % |
| PEERS TOTAL | +4.7 % | -66.6 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Toyota Motor's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Toyota Motor Corp | Q1 2026 | - | - |
| Tesla Inc | Q2 2026 | +26.1 % | +142.1 % |
| Wells Fargo and Company | Q2 2026 | -16.2 % | - |
| Capital one financial corp | Q2 2026 | -73.8 % | -8.0 % |
| General Motors Company | Q2 2026 | - | -9.1 % |
| Ferrari N v | Q4 2025 | +3.7 % | +0.6 % |
Toyota Motor's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Toyota Motor Corp | 3.78% | 5.54% | 9.72% |
| Tesla Inc | 2.74% | 3.60% | 4.63% |
| Wells Fargo and Company | 1.05% | 2.94% | 12.48% |
| Capital one financial corp | 1.56% | 3.24% | 9.26% |
| General Motors Company | 0.74% | 1.10% | 3.22% |
| Ferrari N v | 16.61% | 20.24% | 40.86% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Toyota Motor's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Toyota Motor Corp | 75.22 | - |
| Tesla Inc | 330.97 | 12.21 |
| Wells Fargo and Company | 11.82 | 2.96 |
| Capital one financial corp | 11.69 | 2.39 |
| General Motors Company | 46.61 | 0.40 |
| Ferrari N v | 44.42 | 8.87 |
| PEERS AVERAGE | 50.87 | 0.90 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.