TM vs TSLA
Toyota Motor Corporation Common Stock vs Tesla Inc. Common Stock. Side-by-side ACCE scores, valuation, profitability, and growth.
$TM vs $TSLA: Toyota Wins on Fundamentals
$TM is the clear winner for investors prioritizing value and profitability. Its ACCE score of 52 beats $TSLA's 40, and the Value score gap is stark: 91 vs 10. At a trailing P/E of 9.8 and forward P/E of 10.9, $TM trades at a fraction of $TSLA's 295.3 trailing and 140.8 forward multiples. Toyota also delivers a 3.5% dividend yield versus nothing from Tesla.
Profitability favors $TM across the board: ROE of 10.2% and net margin of 7.6% dwarf $TSLA's 4.7% ROE and 3.7% net margin. Toyota's FCF yield of 282.8% versus $TSLA's 0.5% is a particularly brutal comparison. The 6-model fair value puts $TM at $194.52, roughly 9.3% above its current $177.95 price. $TSLA's same model outputs $33.29 — implying 89.2% downside from $309.22.
$TSLA's only real edge is revenue growth at 25.5% versus $TM's 1.9%, and a Growth score of 72. But earnings fell 3.0% YoY, it missed Q3 FY2026 estimates, and earnings quality is flagged as concerning. Toyota's earnings grew 23.2% YoY with strong earnings quality. The premium priced into $TSLA is not supported by current fundamentals.