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Japanese (NIKKEI) Auto Industry Analysis

UpdatedSep 16, 2026
DataAggregated Company Financials
Companies10
  • 7D2.2%
  • 3M8.2%
  • 1Y2.0%
  • YTD-9.0%

Over the last 7 days, the Auto industry has risen 2.2%, driven by gains from every company within the industry. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 16 Sep 2026JP¥53.6tJP¥112.9tJP¥4.9t12.1x11x0.5x
Fri, 14 Aug 2026JP¥53.3tJP¥112.9tJP¥4.9t12.4x11x0.5x
Sun, 12 Jul 2026JP¥50.2tJP¥109.9tJP¥3.6t18.8x13.8x0.5x
Tue, 09 Jun 2026JP¥52.9tJP¥109.9tJP¥3.6t19.4x14.6x0.5x
Thu, 07 May 2026JP¥54.0tJP¥108.4tJP¥3.9t16x13.7x0.5x
Sat, 04 Apr 2026JP¥57.8tJP¥108.4tJP¥3.9t17.1x14.7x0.5x
Mon, 02 Mar 2026JP¥69.0tJP¥108.4tJP¥3.9t20x17.5x0.6x
Wed, 28 Jan 2026JP¥62.9tJP¥107.6tJP¥5.2t11.3x12x0.6x
Fri, 26 Dec 2025JP¥62.6tJP¥107.6tJP¥5.2t11.8x12x0.6x
Sun, 23 Nov 2025JP¥58.7tJP¥107.6tJP¥5.2t11.6x11.2x0.5x
Tue, 21 Oct 2025JP¥55.6tJP¥106.8tJP¥5.0t10.7x11.1x0.5x
Thu, 18 Sep 2025JP¥56.4tJP¥106.8tJP¥5.0t11.1x11.2x0.5x
Sat, 16 Aug 2025JP¥54.2tJP¥106.8tJP¥5.0t11x10.8x0.5x
Mon, 14 Jul 2025JP¥48.7tJP¥106.8tJP¥6.1t7.7x8x0.5x
Wed, 11 Jun 2025JP¥50.4tJP¥106.8tJP¥6.1t7.9x8.3x0.5x
Fri, 09 May 2025JP¥51.3tJP¥105.5tJP¥7.5t7.9x6.9x0.5x
Sun, 06 Apr 2025JP¥46.7tJP¥105.5tJP¥7.5t7.4x6.2x0.4x
Tue, 04 Mar 2025JP¥54.1tJP¥105.5tJP¥7.5t8.3x7.2x0.5x
Thu, 30 Jan 2025JP¥56.7tJP¥104.9tJP¥6.7t8.5x8.4x0.5x
Sat, 28 Dec 2024JP¥60.9tJP¥104.9tJP¥6.7t9.2x9.1x0.6x
Mon, 25 Nov 2024JP¥51.9tJP¥104.9tJP¥6.7t8.2x7.7x0.5x
Wed, 23 Oct 2024JP¥51.0tJP¥104.6tJP¥7.9t6.3x6.5x0.5x
Fri, 20 Sep 2024JP¥50.8tJP¥104.6tJP¥7.9t6.4x6.5x0.5x
Sun, 18 Aug 2024JP¥56.0tJP¥103.8tJP¥7.8t6.9x7.1x0.5x
Tue, 16 Jul 2024JP¥65.5tJP¥102.0tJP¥7.8t8.1x8.4x0.6x
Thu, 13 Jun 2024JP¥65.0tJP¥102.0tJP¥7.8t7.9x8.3x0.6x
Sat, 11 May 2024JP¥68.6tJP¥99.9tJP¥7.6t8.1x9x0.7x
Mon, 08 Apr 2024JP¥70.6tJP¥98.4tJP¥7.1t8.4x9.9x0.7x
Wed, 06 Mar 2024JP¥71.7tJP¥98.4tJP¥7.1t8.3x10x0.7x
Fri, 02 Feb 2024JP¥60.5tJP¥94.3tJP¥6.4t8.3x9.4x0.6x
Sun, 31 Dec 2023JP¥53.5tJP¥94.3tJP¥6.4t7.3x8.3x0.6x
Tue, 28 Nov 2023JP¥56.7tJP¥94.3tJP¥6.4t7.7x8.8x0.6x
Thu, 26 Oct 2023JP¥55.2tJP¥90.0tJP¥5.4t8.4x10.3x0.6x
Sat, 23 Sep 2023JP¥59.2tJP¥90.0tJP¥5.4t9.5x11.1x0.7x
Price to Earnings Ratio

11.1x


Total Market Cap: JP¥59.2tTotal Earnings: JP¥5.4tTotal Revenue: JP¥90.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Auto Industry Price to Earnings3Y Average 10x202420252026
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 11.0x 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 0.55x.
Past Earnings Growth
  • The earnings for companies in the Auto industry have declined 3.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.9% 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-0.52%
Consumer Discretionary0.024%
Auto2.22%
Automobile Manufacturers2.28%
Motorcycle Manufacturers0.57%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry, which is trading close to its 3-year average PE ratio of 24.2x.
    • Analysts are expecting annual earnings growth of 20.3%, which is lower than the prior year's growth of 59.9% per year.
  • Investors are most pessimistic about the Automobile Manufacturers industry, which is trading close to its 3-year average of 10.0x.
Forecasted Growth
  • Analysts are most optimistic on the Motorcycle Manufacturers industry, expecting annual earnings growth of 20% over the next 5 years.
  • However this is lower than its past earnings growth rate of 60% per year.
  • In contrast, the Automobile Manufacturers industry is expected to see its earnings grow by 10% 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¥3.02k1.5%
+JP¥531.6b		2.2%PE7.9x
7267 Honda MotorJP¥1.68k4.0%
+JP¥251.1b		1.7%PS0.3x
7269 Suzuki MotorJP¥2.03k1.9%
+JP¥71.4b		-3.2%PE7.5x
7272 Yamaha MotorJP¥1.80k3.4%
+JP¥57.3b		61.6%PE22.7x
7270 SubaruJP¥2.63k2.7%
+JP¥49.3b		-15.4%PE21.7x

Latest News

7267
JP¥1,684.50
Honda Motor
7D
4.0%
1Y
1.7%
7261
JP¥1,157.50
Mazda Motor
7D
3.5%
1Y
4.9%
7203
JP¥3,016.00
Toyota Motor
7D
1.5%
1Y
2.2%
Narrative Update • Sep 10

7203: Future Software Profit Ambitions Will Likely Struggle To Justify Current Pricing

Analysts have reduced their fair value estimate for Toyota Motor from ¥2,900 to about ¥2,605, reflecting the application of a lower future P/E multiple alongside assumptions of a slightly higher profit margin and an adjusted revenue growth profile. What’s in the News for Toyota Motor Toyota Motor is targeting Y3,000,000 million in operating profit from areas outside new vehicle sales by fiscal 2030, with a focus on value chain revenue such as software updates, leasing, sales financing and parts sales tied to existing vehicles, according to recent reports.
7269
JP¥2,026.50
Suzuki Motor
7D
1.9%
1Y
-3.2%
7272
JP¥1,801.50
Yamaha Motor
7D
3.4%
1Y
61.6%
Narrative Update • Sep 03

7272: 2026 Guidance Increase Will Mask Restructuring Costs And Margin Pressure

Analysts have updated their view on Yamaha Motor, lifting the fair value estimate from ¥1,465 to ¥1,695 as they now factor in different assumptions for revenue growth, profit margins, and the future P/E multiple. What's in the News for Yamaha Motor Yamaha Motor plans structural reforms in its Outdoor Land Vehicle business, including discontinuing in house ROV production at Yamaha Motor Manufacturing Corporation of America in Georgia and shifting to an OEM based collaborative model with partner companies.
7201
JP¥313.80
Nissan Motor
7D
2.1%
1Y
-14.9%
7202
JP¥2,195.50
Isuzu Motors
7D
1.3%
1Y
11.1%
Narrative Update • Aug 18

7202: High-Margin Commercial Vehicles Will Drive Earnings Stabilisation And Future Returns

Isuzu Motors’ analyst fair value estimate has been adjusted from ¥3,200 to ¥3,100, with analysts citing signs that earnings are stabilising, supported by price increases in Japan and an increased focus on higher margin commercial vehicles in Japan and North America. What’s in the News for Isuzu Motors Isuzu Motors issued consolidated earnings guidance for the fiscal year ending March 31, 2027, with expected revenue of ¥3,700,000 million.
7270
JP¥2,625.50
Subaru
7D
2.7%
1Y
-15.4%
Analysis Article • Aug 07

Subaru Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Subaru Corporation ( TSE:7270 ) shareholders are probably feeling a little disappointed, since its shares fell 5.5% to...