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Japanese (NIKKEI) Auto Industry Analysis

UpdatedJan 31, 2026
DataAggregated Company Financials
Companies10
  • 7D-3.6%
  • 3M8.5%
  • 1Y14.4%
  • YTD1.0%

Over the last 7 days, the Auto industry has dropped 3.6%, driven by pullbacks from every company within the industry. In the past year, the industry has gained 14%. As for the next few years, earnings are expected to grow by 7.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 31 Jan 2026JP¥63.7tJP¥107.6tJP¥5.2t11.3x12.2x0.6x
Mon, 29 Dec 2025JP¥62.5tJP¥107.6tJP¥5.2t11.7x12x0.6x
Wed, 26 Nov 2025JP¥58.6tJP¥107.6tJP¥5.2t11.8x11.2x0.5x
Fri, 24 Oct 2025JP¥58.4tJP¥106.8tJP¥5.0t10.9x11.6x0.5x
Sun, 21 Sep 2025JP¥55.9tJP¥106.8tJP¥5.0t10.9x11.1x0.5x
Tue, 19 Aug 2025JP¥55.4tJP¥106.8tJP¥5.0t11.1x11x0.5x
Thu, 17 Jul 2025JP¥48.7tJP¥106.8tJP¥6.1t7.7x8x0.5x
Sat, 14 Jun 2025JP¥48.9tJP¥106.8tJP¥6.1t7.8x8.1x0.5x
Mon, 12 May 2025JP¥52.3tJP¥106.8tJP¥7.1t9.7x7.4x0.5x
Wed, 09 Apr 2025JP¥46.8tJP¥105.5tJP¥7.5t7.1x6.3x0.4x
Fri, 07 Mar 2025JP¥54.4tJP¥105.5tJP¥7.5t8.3x7.3x0.5x
Sun, 02 Feb 2025JP¥57.3tJP¥104.9tJP¥6.7t8.4x8.5x0.5x
Tue, 31 Dec 2024JP¥60.3tJP¥104.9tJP¥6.7t9.1x9x0.6x
Thu, 28 Nov 2024JP¥50.0tJP¥104.9tJP¥6.7t7.9x7.4x0.5x
Sat, 26 Oct 2024JP¥51.8tJP¥104.6tJP¥7.9t6.3x6.6x0.5x
Mon, 23 Sep 2024JP¥53.4tJP¥104.6tJP¥7.9t6.5x6.8x0.5x
Wed, 21 Aug 2024JP¥55.1tJP¥104.6tJP¥7.9t6.7x7x0.5x
Fri, 19 Jul 2024JP¥63.2tJP¥102.0tJP¥7.8t7.9x8.1x0.6x
Sun, 16 Jun 2024JP¥62.8tJP¥102.0tJP¥7.8t7.8x8x0.6x
Tue, 14 May 2024JP¥64.5tJP¥101.5tJP¥7.8t7.6x8.3x0.6x
Thu, 11 Apr 2024JP¥72.8tJP¥98.4tJP¥7.1t8.4x10.2x0.7x
Sat, 09 Mar 2024JP¥69.3tJP¥98.4tJP¥7.1t8x9.7x0.7x
Mon, 05 Feb 2024JP¥60.4tJP¥94.4tJP¥6.4t8.2x9.4x0.6x
Wed, 03 Jan 2024JP¥53.5tJP¥94.3tJP¥6.4t7.3x8.3x0.6x
Fri, 01 Dec 2023JP¥56.8tJP¥94.3tJP¥6.4t7.5x8.8x0.6x
Sun, 29 Oct 2023JP¥55.0tJP¥90.0tJP¥5.4t8.3x10.3x0.6x
Tue, 26 Sep 2023JP¥58.9tJP¥90.0tJP¥5.4t9.6x11x0.7x
Thu, 24 Aug 2023JP¥51.6tJP¥90.0tJP¥5.4t8.5x9.6x0.6x
Sat, 22 Jul 2023JP¥49.7tJP¥85.2tJP¥4.4t10.3x11.3x0.6x
Mon, 19 Jun 2023JP¥49.8tJP¥85.2tJP¥4.4t9.9x11.2x0.6x
Wed, 17 May 2023JP¥42.4tJP¥84.9tJP¥4.4t8.9x9.6x0.5x
Fri, 14 Apr 2023JP¥40.2tJP¥81.4tJP¥4.3t9.2x9.4x0.5x
Sun, 12 Mar 2023JP¥42.2tJP¥81.4tJP¥4.3t9.7x9.9x0.5x
Tue, 07 Feb 2023JP¥41.3tJP¥76.6tJP¥4.1t9.8x10x0.5x
Price to Earnings Ratio

10x


Total Market Cap: JP¥41.3tTotal Earnings: JP¥4.1tTotal Revenue: JP¥76.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Auto Industry Price to Earnings3Y Average 9.2x202420252026
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 12.2x which is higher than its 3-year average PE of 9.2x.
  • 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 grown 8.2% 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 Market-1.66%
Consumer Discretionary-3.09%
Auto-3.60%
Motorcycle Manufacturers-3.24%
Automobile Manufacturers-3.61%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 14.5x.
    • Analysts are expecting annual earnings growth of 48.9%, 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 9.2x.
Forecasted Growth
  • Analysts are most optimistic on the Motorcycle Manufacturers industry, expecting annual earnings growth of 49% 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 6.2% 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
No data available

Latest News

7269
JP¥2,106.50
Suzuki Motor
7D
-6.9%
1Y
12.7%
7201
JP¥377.30
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7D
-5.7%
1Y
-11.8%
7203
JP¥3,504.00
Toyota Motor
7D
-3.3%
1Y
17.8%

7203: Battery Expansion, Legal Disputes And Shareholder Returns Will Shape Outlook

Analysts have raised their fair value estimate for Toyota Motor to ¥3,609.41 from ¥3,521.18, citing updated assumptions for revenue growth, profit margins, and future P/E levels. What's in the News Board meeting scheduled for January 14, 2026 to review proposed changes to the terms of a tender offer for Toyota Motor Corporation's own shares and related share repurchase matters (Board Meeting).
7267
JP¥1,555.00
Honda Motor
7D
-3.8%
1Y
5.2%
7202
JP¥2,485.00
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7D
-3.2%
1Y
18.8%

Are Investors Undervaluing Isuzu Motors Limited (TSE:7202) By 24%?

Jan 22
Are Investors Undervaluing Isuzu Motors Limited (TSE:7202) By 24%?
7272
JP¥1,163.50
Yamaha Motor
7D
-3.2%
1Y
-10.8%

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Analysts have trimmed their price target for Yamaha Motor to ¥1,116.67 from ¥1,140.00, reflecting updated views that combine a higher assumed revenue growth rate with a lower profit margin outlook and a revised future P/E of 13.34 times, under a slightly higher discount rate of 11.1%. What's in the News A board meeting is scheduled for December 23, 2025, to approve organizational reforms and personnel changes effective January 1, 2026 (company board filing).
7261
JP¥1,186.50
Mazda Motor
7D
-2.5%
1Y
11.4%

Mazda Motor (TSE:7261) Will Pay A Dividend Of ¥30.00

Jan 19
Mazda Motor (TSE:7261) Will Pay A Dividend Of ¥30.00
7270
JP¥3,327.00
Subaru
7D
-2.5%
1Y
22.3%