Narrative Update • Jul 29
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Japanese (NIKKEI) Auto Industry Analysis
UpdatedAug 01, 2026
DataAggregated Company Financials
Companies10
- 7D5.8%
- 3M7.3%
- 1Y11.5%
- YTD-8.3%
All of the companies in the Auto industry have been up over the last week, with the industry up 5.8%. This takes the industry's 12 month performance to a gain of 12%. As for the next few years, earnings are expected to grow by 14% per annum.
Industry Valuation and Performance
Has the Japanese Auto Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 02 Aug 2026 | JP¥54.1t | JP¥109.9t | JP¥3.6t | 20x | 14.9x | 0.5x |
| Tue, 30 Jun 2026 | JP¥49.1t | JP¥109.9t | JP¥3.6t | 18.6x | 13.5x | 0.4x |
| Thu, 28 May 2026 | JP¥55.7t | JP¥109.9t | JP¥3.6t | 19.6x | 15.3x | 0.5x |
| Sat, 25 Apr 2026 | JP¥55.2t | JP¥108.4t | JP¥3.9t | 16.5x | 14x | 0.5x |
| Mon, 23 Mar 2026 | JP¥59.1t | JP¥108.4t | JP¥3.9t | 17.3x | 15x | 0.5x |
| Wed, 18 Feb 2026 | JP¥67.4t | JP¥108.4t | JP¥3.9t | 20.7x | 17.1x | 0.6x |
| Fri, 16 Jan 2026 | JP¥68.0t | JP¥107.6t | JP¥5.2t | 12.3x | 13x | 0.6x |
| Sun, 14 Dec 2025 | JP¥61.3t | JP¥107.6t | JP¥5.2t | 11.7x | 11.7x | 0.6x |
| Tue, 11 Nov 2025 | JP¥58.5t | JP¥107.5t | JP¥5.2t | 10.9x | 11.1x | 0.5x |
| Thu, 09 Oct 2025 | JP¥57.3t | JP¥106.8t | JP¥5.0t | 10.9x | 11.4x | 0.5x |
| Sat, 06 Sep 2025 | JP¥56.5t | JP¥106.8t | JP¥5.0t | 11.2x | 11.2x | 0.5x |
| Mon, 04 Aug 2025 | JP¥52.2t | JP¥106.5t | JP¥5.9t | 7.8x | 8.8x | 0.5x |
| Wed, 02 Jul 2025 | JP¥48.3t | JP¥106.8t | JP¥6.1t | 8.1x | 8x | 0.5x |
| Fri, 30 May 2025 | JP¥52.7t | JP¥106.8t | JP¥6.1t | 8.7x | 8.7x | 0.5x |
| Sun, 27 Apr 2025 | JP¥51.5t | JP¥105.5t | JP¥7.5t | 7.7x | 6.9x | 0.5x |
| Tue, 25 Mar 2025 | JP¥55.3t | JP¥105.5t | JP¥7.5t | 8.3x | 7.4x | 0.5x |
| Thu, 20 Feb 2025 | JP¥54.4t | JP¥105.5t | JP¥7.5t | 8.5x | 7.3x | 0.5x |
| Sat, 18 Jan 2025 | JP¥54.3t | JP¥104.9t | JP¥6.7t | 8.3x | 8.1x | 0.5x |
| Mon, 16 Dec 2024 | JP¥52.3t | JP¥104.9t | JP¥6.7t | 8.3x | 7.8x | 0.5x |
| Wed, 13 Nov 2024 | JP¥52.9t | JP¥104.9t | JP¥6.7t | 7.9x | 7.9x | 0.5x |
| Fri, 11 Oct 2024 | JP¥52.8t | JP¥104.6t | JP¥7.9t | 6.5x | 6.7x | 0.5x |
| Sun, 08 Sep 2024 | JP¥52.7t | JP¥104.6t | JP¥7.9t | 6.4x | 6.7x | 0.5x |
| Tue, 06 Aug 2024 | JP¥45.3t | JP¥103.4t | JP¥7.8t | 5.4x | 5.8x | 0.4x |
| Thu, 04 Jul 2024 | JP¥66.1t | JP¥102.0t | JP¥7.8t | 8x | 8.4x | 0.6x |
| Sat, 01 Jun 2024 | JP¥67.4t | JP¥102.0t | JP¥7.8t | 8.1x | 8.6x | 0.7x |
| Mon, 29 Apr 2024 | JP¥68.4t | JP¥98.4t | JP¥7.1t | 8x | 9.6x | 0.7x |
| Wed, 27 Mar 2024 | JP¥74.1t | JP¥98.4t | JP¥7.1t | 8.5x | 10.4x | 0.8x |
| Fri, 23 Feb 2024 | JP¥69.0t | JP¥98.4t | JP¥7.1t | 8.6x | 9.6x | 0.7x |
| Sun, 21 Jan 2024 | JP¥60.0t | JP¥94.3t | JP¥6.4t | 8.1x | 9.3x | 0.6x |
| Tue, 19 Dec 2023 | JP¥53.4t | JP¥94.3t | JP¥6.4t | 7.2x | 8.3x | 0.6x |
| Thu, 16 Nov 2023 | JP¥58.6t | JP¥94.3t | JP¥6.4t | 8x | 9.1x | 0.6x |
| Sat, 14 Oct 2023 | JP¥56.6t | JP¥90.0t | JP¥5.4t | 8.7x | 10.6x | 0.6x |
| Mon, 11 Sep 2023 | JP¥55.5t | JP¥90.0t | JP¥5.4t | 9x | 10.4x | 0.6x |
| Wed, 09 Aug 2023 | JP¥51.8t | JP¥88.6t | JP¥5.1t | 9x | 10.2x | 0.6x |
Price to Earnings Ratio
10.2x
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 14.9x which is higher than its 3-year average PE of 10.0x.
- The industry is trading close to its 3-year average PS ratio of 0.56x.
Past Earnings Growth
- The earnings for companies in the Auto industry have declined 11% per year over the last three years.
- Meanwhile revenues for these companies have grown 7.5% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -0.42% | |
| Consumer Discretionary | 4.50% | |
| Auto | 5.80% | |
| Automobile Manufacturers | 5.82% | |
| Motorcycle Manufacturers | 5.09% | |
Industry PE
- Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 23.3x.
- Analysts are expecting annual earnings growth of 30.8%, which is higher than its past year's earnings decline of 67.7% 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 9.9x.
Forecasted Growth
- Analysts are most optimistic on the Motorcycle Manufacturers industry, expecting annual earnings growth of 31% over the next 5 years.
- This is better than its past earnings decline of 68% per year.
- In contrast, the Automobile Manufacturers industry is expected to see its earnings grow by 13% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7203 Toyota Motor | JP¥3.07k | 5.9% +JP¥2.0t | 12.6% | PE9.4x | |
| 7267 Honda Motor | JP¥1.63k | 5.8% +JP¥348.4b | 3.1% | PS0.3x | |
| 7269 Suzuki Motor | JP¥2.09k | 6.0% +JP¥226.7b | 23.5% | PE9.2x | |
| 7270 Subaru | JP¥2.72k | 6.2% +JP¥111.7b | -3.5% | PE21.1x | |
| 7202 Isuzu Motors | JP¥2.40k | 5.7% +JP¥89.7b | 22.6% | PE12.2x |