Is TM or VFS more undervalued in 2026?

CirclFi compares Toyota Motor Corporation (TM) and VinFast Auto Ltd. (VFS) using 13 institutional-grade valuation models. TM has a Quality of Company score of 1.7/10 while VFS scores 5.4/10.

Which is a better buy — TM or VFS?

Compare intrinsic values from 13 independent models against current market prices. CirclFi also calculates Value Trap scores. This is not financial advice — conduct your own analysis.

How do TM and VFS valuations compare?

TM at $189.95 and VFS at $3.49 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

TM vs VFS Valuation Comparison 2026 — Intrinsic Value Analysis

TM

Motor Vehicles & Passenger Car Bodies

Toyota Motor Corporation

Quality

1.7

out of 10

Value Trap

—

Price

$189.95

Last close

Models

7/13

Active

VFS

Motor Vehicles & Passenger Car Bodies

VinFast Auto Ltd.

Quality

5.4

out of 10

Value Trap

—

Price

$3.49

Last close

Models

9/13

Active

Model-by-Model Comparison

Model	Type	TM Fair Value	TM Upside	VFS Fair Value	VFS Upside
Bayesian DCF	Intrinsic	$62.64	-67.0%	$0.15	-96.3%
Earnings Power Value	Intrinsic	$87.69	-54.4%	$0.79	-81.8%
EROIC Spread	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
Markov DDM	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$•••.••	••.•%	$•••.••	••.•%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%

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TM vs VFS — Which Stock Is More Undervalued?

VFS scores higher with a 5.4/10 quality rating vs TM's 1.7/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing Toyota Motor Corporation (TM) and VinFast Auto Ltd. (VFS) across 13 institutional-grade valuation models reveals how each company's intrinsic value stacks up against its market price. CirclFi's engine processes SEC EDGAR 10-K and 10-Q filings, FRED macroeconomic data, and GDELT news sentiment to generate independent fair value estimates daily.

TM currently trades at $189.95 with a QOC of 1.7/10, while VFS trades at $3.49 with a QOC of 5.4/10.

Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN Topology), and ensemble methods (CUCE).