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Japanese (NIKKEI) Auto Industry Analysis

UpdatedDec 16, 2025
DataAggregated Company Financials
Companies10
  • 7D7.9%
  • 3M11.6%
  • 1Y23.6%
  • YTD10.1%

Over the last 7 days, the Auto industry has risen 6.5%, driven by gains from Toyota Motor of 9.5%. This takes the industry's 12 month performance to a gain of 21%. Looking forward, earnings are forecast to grow by 6.9% annually.

Industry Valuation and Performance

Has the Japanese Auto Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Dec 2025JP¥62.7tJP¥107.6tJP¥5.2t11.7x12x0.6x
Thu, 13 Nov 2025JP¥59.6tJP¥107.5tJP¥5.2t11.3x11.5x0.6x
Sat, 11 Oct 2025JP¥55.4tJP¥106.8tJP¥5.0t10.7x11x0.5x
Mon, 08 Sep 2025JP¥56.5tJP¥106.8tJP¥5.0t11.2x11.2x0.5x
Wed, 06 Aug 2025JP¥51.2tJP¥106.5tJP¥5.9t8x8.7x0.5x
Fri, 04 Jul 2025JP¥48.7tJP¥106.8tJP¥6.1t7.8x8x0.5x
Sun, 01 Jun 2025JP¥52.9tJP¥106.8tJP¥6.1t8.6x8.7x0.5x
Tue, 29 Apr 2025JP¥52.8tJP¥105.5tJP¥7.5t7.8x7x0.5x
Thu, 27 Mar 2025JP¥55.7tJP¥105.5tJP¥7.5t8.5x7.4x0.5x
Sat, 22 Feb 2025JP¥52.9tJP¥105.5tJP¥7.5t8.2x7.1x0.5x
Mon, 20 Jan 2025JP¥54.3tJP¥104.9tJP¥6.7t8.3x8.1x0.5x
Wed, 18 Dec 2024JP¥51.8tJP¥104.9tJP¥6.7t8.2x7.7x0.5x
Fri, 15 Nov 2024JP¥51.6tJP¥104.9tJP¥6.7t8.2x7.7x0.5x
Sun, 13 Oct 2024JP¥52.3tJP¥104.6tJP¥7.9t6.5x6.6x0.5x
Tue, 10 Sep 2024JP¥51.3tJP¥104.6tJP¥7.9t6.3x6.5x0.5x
Thu, 08 Aug 2024JP¥50.9tJP¥103.4tJP¥7.8t6.2x6.5x0.5x
Sat, 06 Jul 2024JP¥66.2tJP¥102.0tJP¥7.8t8.2x8.4x0.6x
Mon, 03 Jun 2024JP¥67.4tJP¥102.0tJP¥7.8t8.1x8.6x0.7x
Wed, 01 May 2024JP¥71.0tJP¥98.4tJP¥7.1t8.3x9.9x0.7x
Fri, 29 Mar 2024JP¥73.2tJP¥98.4tJP¥7.1t8.3x10.2x0.7x
Sun, 25 Feb 2024JP¥68.9tJP¥98.4tJP¥7.1t8.6x9.6x0.7x
Tue, 23 Jan 2024JP¥60.7tJP¥94.3tJP¥6.4t8.2x9.4x0.6x
Thu, 21 Dec 2023JP¥54.5tJP¥94.3tJP¥6.4t7.5x8.5x0.6x
Sat, 18 Nov 2023JP¥59.2tJP¥94.3tJP¥6.4t8x9.2x0.6x
Mon, 16 Oct 2023JP¥56.6tJP¥90.0tJP¥5.4t8.7x10.6x0.6x
Wed, 13 Sep 2023JP¥56.7tJP¥90.0tJP¥5.4t9.1x10.6x0.6x
Fri, 11 Aug 2023JP¥52.1tJP¥90.0tJP¥5.4t8.7x9.7x0.6x
Sun, 09 Jul 2023JP¥49.7tJP¥85.2tJP¥4.4t10.2x11.3x0.6x
Tue, 06 Jun 2023JP¥45.1tJP¥85.2tJP¥4.4t9.6x10.1x0.5x
Thu, 04 May 2023JP¥41.4tJP¥81.4tJP¥4.3t9.4x9.7x0.5x
Sat, 01 Apr 2023JP¥41.4tJP¥81.4tJP¥4.3t9.2x9.7x0.5x
Mon, 27 Feb 2023JP¥41.3tJP¥81.4tJP¥4.3t9.5x9.6x0.5x
Wed, 25 Jan 2023JP¥40.5tJP¥76.5tJP¥4.1t9.5x9.9x0.5x
Fri, 23 Dec 2022JP¥39.5tJP¥76.5tJP¥4.1t10x9.6x0.5x
Price to Earnings Ratio

9.6x


Total Market Cap: JP¥39.5tTotal Earnings: JP¥4.1tTotal Revenue: JP¥76.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Auto Industry Price to Earnings3Y Average 9.1x202320242025
Current Industry PE
  • Investors are optimistic on the Japanese Auto industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 11.7x which is higher than its 3-year average PE of 9.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.55x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have grown 8.4% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Japanese Consumer Discretionary industry?

JP Market1.27%
Consumer Discretionary3.01%
Auto7.88%
Automobile Manufacturers7.95%
Motorcycle Manufacturers4.16%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 11.5x.
    • Analysts are expecting annual earnings growth of 50.2%, which is higher than its past year's earnings decline of 89.8% per year.
  • Investors are most pessimistic about the Automobile Manufacturers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.1x.
Forecasted Growth
  • Analysts are most optimistic on the Motorcycle Manufacturers industry, expecting annual earnings growth of 50% over the next 5 years.
  • This is better than its past earnings decline of 90% per year.
  • In contrast, the Automobile Manufacturers industry is expected to see its earnings grow by 6.1% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
7203 Toyota MotorJP¥3.33k8.6%
+JP¥3.4t		24.6%PE9.4x
7267 Honda MotorJP¥1.59k3.9%
+JP¥233.6b		23.5%PE9.4x
7270 SubaruJP¥3.54k5.0%
+JP¥122.2b		41.6%PE9.6x
7202 Isuzu MotorsJP¥2.43k2.5%
+JP¥41.4b		13.9%PE11.9x
7272 Yamaha MotorJP¥1.19k3.6%
+JP¥39.8b		-13.3%PE74.9x

Latest News

7261
JP¥1,184.00
Mazda Motor
7D
4.5%
1Y
23.6%
7267
JP¥1,585.00
Honda Motor
7D
3.9%
1Y
23.5%

7267: Stronger Revenue Outlook And Rising Dividend Will Support Shares

Analysts have raised their price target on Honda Motor from JPY 1,900 to JPY 2,000, citing stronger expected revenue growth despite only modest changes in the discount rate, profit margin assumptions, and future valuation multiples. What's in the News Honda Motor revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, projecting sales revenue of JPY 20,700,000 million and operating profit of JPY 550,000 million, with profit attributable to owners of the parent expected at JPY 300,000 million and earnings per share of JPY 75.05 (company guidance).
7269
JP¥2,324.00
Suzuki Motor
7D
-0.3%
1Y
30.9%

Suzuki Motor (TSE:7269) Will Pay A Larger Dividend Than Last Year At ¥23.00

Dec 14
Suzuki Motor (TSE:7269) Will Pay A Larger Dividend Than Last Year At ¥23.00
7272
JP¥1,189.00
Yamaha Motor
7D
3.6%
1Y
-13.3%

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.
7211
JP¥368.60
Mitsubishi Motors
7D
0.4%
1Y
-9.5%

7211: Dividend Payout And Margin Outlook Will Support Stronger Share Performance

Analysts have raised their price target on Mitsubishi Motors by approximately ¥3.06 to reflect slightly faster expected revenue growth, improved profit margins, and a modestly higher future earnings multiple, despite a small uptick in the assumed discount rate. What's in the News Mitsubishi Motors announced a second quarter dividend of JPY 5.00 per share for the period ended September 30, 2025, with cash dividends scheduled for delivery on December 3, 2025 (company announcement).
7201
JP¥404.80
Nissan Motor
7D
2.8%
1Y
19.9%

7201: Future Margins And Partnerships Will Shape Balanced Near-Term Outlook

Nissan Motor's analyst price target has been trimmed by 2.3 percent from JPY 430.00 to JPY 420.00, as analysts balance slightly higher expectations for revenue growth and profit margins against a lower projected future price to earnings multiple and reduced fair value assumptions. What's in the News Nissan is considering importing U.S. built Murano SUVs into Japan to boost utilization at its American plants as it searches for ways to lift performance in key markets (Nikkei Asia).
7270
JP¥3,539.00
Subaru
7D
5.0%
1Y
41.6%
7203
JP¥3,330.00
Toyota Motor
7D
8.6%
1Y
24.6%

7203: North Carolina Battery Plant And Litigation Will Shape Balanced Outlook

Analysts have modestly raised their price target on Toyota Motor, citing slightly stronger long term assumptions for fair value, revenue growth, profit margins and future valuation multiples that together support an incremental uptick of approximately ¥90 per share in estimated equity value. What's in the News Toyota began production at its new Liberty, North Carolina battery plant, a nearly JPY 14 billion investment that will create up to 5,100 jobs and serve as a key global hub for lithium ion battery output supporting HEVs, BEVs, and PHEVs. The company issued consolidated earnings guidance for fiscal 2026, targeting sales revenues of JPY 49,000,000 million, operating income of JPY 3,400,000 million, and net income of JPY 2,930,000 million, equal to basic EPS of JPY 224.81.
7202
JP¥2,430.00
Isuzu Motors
7D
2.5%
1Y
13.9%

7202: Earnings Outlook Will Reflect Margin Gains And Completed Share Repurchase

Analysts have modestly raised their price target on Isuzu Motors to ¥2,292 from ¥2,192. This reflects expectations for slightly faster revenue growth, improved profit margins, and a lower future P E multiple that together support a higher fair value assessment.
7222
JP¥1,008.00
Nissan Shatai
7D
-2.2%
1Y
0.8%