Aisin makes the transmissions, drivetrain modules, brake systems and electric-vehicle components that sit inside Toyota and other Japanese automakers' vehicles, and it is one of the few Japanese auto suppliers large enough to matter at the tier-one level. Its moat rests on long-running supply relationships with Toyota group carmakers, which give it volume visibility that most Western-listed suppliers do not have. Revenue grew 7.8%, and the near-term question is whether electrified powertrain and hybrid transmission demand can keep lifting the mix away from pure combustion parts. The stock trades at 9.4x forward earnings against 20.8x trailing, a gap that implies a sharp earnings recovery the market is not yet fully pricing, although a 2.8% operating margin and 8.4% ROE show how thin the cushion is if that recovery stalls. This is worth a deeper look on the margin normalisation case, with the forward earnings assumptions and Toyota production schedule as the first things to test.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | ¥2280 | first publication | ¥2143 |
Answered from Aisin Corporation fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 7259.T Aisin Corporation | ¥2144.50 | - | - | 20.6x | 8.4% | 43 | 43 |
| APTV Aptiv PLC Ordinary Shares | $42.69 | $68 | 37% below | 43.4x | 5.2% | 43 | 40 |
| AUR Aurora Innovation Inc. Class A Common Stock | $4.81 | - | - | - | -45.6% | 31 | 37 |
| ALSN Allison Transmission Holdings Inc. Common Stock | $106.32 | $92 | 16% above | 17.6x | 28.3% | 71 | 66 |
| HLE.DE HELLA GmbH & Co. KGaA | €69.50 | €34 | 102% above | 66.8x | 3.8% | 43 | 52 |
| 5334.T Niterra Co., Ltd. | ¥3389.00 | - | - | 7.1x | 24.8% | 83 | 72 |
| ALV Autoliv Inc. Common Stock | $114.67 | $127 | 10% below | 13.5x | 25.9% | 62 | 55 |
Where 7259.T ranks against its sector peers on each metric.