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Japanese (NIKKEI) Auto Industry Analysis

UpdatedMay 01, 2024
DataAggregated Company Financials
Companies10
  • 7D3.8%
  • 3M16.5%
  • 1Y74.3%
  • YTD31.2%

The Auto is pretty flat in the last 7 days, but Toyota Motor has stood out, gaining 3.6%. As for the the longer term, the industry is up 67% over the past 12 months. As for the next few years, earnings are expected to grow by 3.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sun, 20 Nov 2022JP¥43.2tJP¥76.5tJP¥4.1t10.7x10.5x0.6x
Tue, 18 Oct 2022JP¥42.7tJP¥71.9tJP¥4.1t10.2x10.3x0.6x
Thu, 15 Sep 2022JP¥44.6tJP¥71.9tJP¥4.1t10.4x10.8x0.6x
Sat, 13 Aug 2022JP¥45.5tJP¥71.9tJP¥4.1t10.5x11x0.6x
Mon, 11 Jul 2022JP¥43.6tJP¥70.4tJP¥4.4t8.9x9.8x0.6x
Wed, 08 Jun 2022JP¥45.5tJP¥70.4tJP¥4.4t10.1x10.3x0.6x
Fri, 06 May 2022JP¥45.3tJP¥69.8tJP¥4.6t9.9x9.9x0.6x
Sun, 03 Apr 2022JP¥45.2tJP¥69.8tJP¥4.6t10.2x9.9x0.6x
Tue, 01 Mar 2022JP¥44.5tJP¥69.8tJP¥4.6t10.2x9.7x0.6x
Thu, 27 Jan 2022JP¥45.9tJP¥70.4tJP¥4.6t9.8x9.9x0.7x
Sat, 25 Dec 2021JP¥43.6tJP¥70.4tJP¥4.6t9.9x9.4x0.6x
Mon, 22 Nov 2021JP¥45.8tJP¥70.4tJP¥4.6t11.1x9.9x0.7x
Wed, 20 Oct 2021JP¥44.4tJP¥69.6tJP¥4.4t11.7x10.1x0.6x
Fri, 17 Sep 2021JP¥43.1tJP¥69.6tJP¥4.4t11.2x9.8x0.6x
Sun, 15 Aug 2021JP¥43.8tJP¥69.6tJP¥4.4t11.1x10x0.6x
Thu, 10 Jun 2021JP¥40.6tJP¥62.4tJP¥2.5t15.7x16.5x0.7x
Price to Earnings Ratio

15x


Total Market Cap: JP¥36.9tTotal Earnings: JP¥2.5tTotal Revenue: JP¥62.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Auto Industry Price to Earnings3Y Average 10.1x202220232024
Current Industry PE
  • Investors are relatively neutral on the Japanese Auto industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 10.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.60x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have grown 43% per year over the last three years.
  • Revenues for these companies have grown 16% 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 Market2.54%
Consumer Discretionary1.79%
Auto3.82%
Motorcycle Manufacturers3.91%
Automobile Manufacturers3.82%
Industry PE
  • Investors are most optimistic about the Automobile Manufacturers industry, which is trading close to its 3-year average PE ratio of 10.2x.
    • Analysts are expecting annual earnings growth of 3.0%, which is lower than the prior year's growth of 32.5% per year.
  • Investors are most pessimistic about the Motorcycle Manufacturers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 7.0x.
Forecasted Growth
  • Analysts are most optimistic on the Motorcycle Manufacturers industry, expecting annual earnings growth of 6.6% over the next 5 years.
  • This is better than its past earnings decline of 5.9% per year.
  • In contrast, the Automobile Manufacturers industry is expected to see its earnings grow by 3.0% 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
7270 SubaruJP¥3.51k3.9%
+JP¥98.5b
58.7%PE7.6x
7201 Nissan MotorJP¥579.304.2%
+JP¥84.4b
15.8%PE4.9x
7261 Mazda MotorJP¥1.79k3.5%
+JP¥38.1b
45.4%PE5.5x
7211 Mitsubishi MotorsJP¥485.103.2%
+JP¥22.5b
-6.4%PE5.1x
7222 Nissan ShataiJP¥1.03k10.0%
+JP¥12.7b
9.8%PE32.9x
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