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Japanese (NIKKEI) Auto Industry Analysis

UpdatedSep 13, 2025
DataAggregated Company Financials
Companies10
  • 7D-1.6%
  • 3M14.3%
  • 1Y16.4%
  • YTD-2.6%

Over the last 7 days, the Auto industry has dropped 1.6%, driven by a pullback from Toyota Motor of 2.5%. Over the past 12 months, the industry was up 16%. Earnings are forecast to grow by 4.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Sep 2025JP¥55.5tJP¥106.8tJP¥5.0t11.1x11.1x0.5x
Tue, 12 Aug 2025JP¥53.1tJP¥106.8tJP¥5.0t10.9x10.6x0.5x
Thu, 10 Jul 2025JP¥48.3tJP¥106.8tJP¥6.1t7.8x8x0.5x
Sat, 07 Jun 2025JP¥50.3tJP¥106.8tJP¥6.1t7.8x8.3x0.5x
Mon, 05 May 2025JP¥53.1tJP¥105.5tJP¥7.5t8.1x7.1x0.5x
Wed, 02 Apr 2025JP¥51.0tJP¥105.5tJP¥7.5t8x6.8x0.5x
Fri, 28 Feb 2025JP¥54.2tJP¥105.5tJP¥7.5t8.3x7.2x0.5x
Sun, 26 Jan 2025JP¥55.9tJP¥104.9tJP¥6.7t8.4x8.3x0.5x
Tue, 24 Dec 2024JP¥54.6tJP¥104.9tJP¥6.7t8.7x8.1x0.5x
Thu, 21 Nov 2024JP¥52.5tJP¥104.9tJP¥6.7t8.3x7.8x0.5x
Sat, 19 Oct 2024JP¥51.2tJP¥104.6tJP¥7.9t6.4x6.5x0.5x
Mon, 16 Sep 2024JP¥50.3tJP¥104.6tJP¥7.9t6.1x6.4x0.5x
Wed, 14 Aug 2024JP¥51.8tJP¥103.8tJP¥7.8t6.3x6.6x0.5x
Fri, 12 Jul 2024JP¥66.1tJP¥102.0tJP¥7.8t8.2x8.4x0.6x
Sun, 09 Jun 2024JP¥64.1tJP¥102.0tJP¥7.8t7.7x8.2x0.6x
Tue, 07 May 2024JP¥69.8tJP¥98.4tJP¥7.1t8.1x9.8x0.7x
Thu, 04 Apr 2024JP¥70.6tJP¥98.4tJP¥7.1t8.5x9.9x0.7x
Sat, 02 Mar 2024JP¥70.9tJP¥98.4tJP¥7.1t8.5x9.9x0.7x
Mon, 29 Jan 2024JP¥58.9tJP¥94.3tJP¥6.4t8.1x9.1x0.6x
Wed, 27 Dec 2023JP¥52.8tJP¥94.3tJP¥6.4t7.2x8.2x0.6x
Fri, 24 Nov 2023JP¥56.1tJP¥94.3tJP¥6.4t7.7x8.7x0.6x
Sun, 22 Oct 2023JP¥55.0tJP¥90.0tJP¥5.4t8.5x10.3x0.6x
Tue, 19 Sep 2023JP¥59.8tJP¥90.0tJP¥5.4t9.5x11.2x0.7x
Thu, 17 Aug 2023JP¥50.6tJP¥90.0tJP¥5.4t8.4x9.5x0.6x
Sat, 15 Jul 2023JP¥47.9tJP¥85.2tJP¥4.4t9.6x10.9x0.6x
Mon, 12 Jun 2023JP¥45.6tJP¥85.2tJP¥4.4t9.5x10.3x0.5x
Wed, 10 May 2023JP¥42.3tJP¥81.4tJP¥4.3t9.7x9.9x0.5x
Fri, 07 Apr 2023JP¥40.1tJP¥81.4tJP¥4.3t8.9x9.4x0.5x
Sun, 05 Mar 2023JP¥42.0tJP¥81.4tJP¥4.3t9.6x9.8x0.5x
Tue, 31 Jan 2023JP¥40.8tJP¥76.5tJP¥4.1t9.8x10x0.5x
Thu, 29 Dec 2022JP¥39.0tJP¥76.5tJP¥4.1t9.4x9.5x0.5x
Sat, 26 Nov 2022JP¥44.2tJP¥76.5tJP¥4.1t11.2x10.8x0.6x
Mon, 24 Oct 2022JP¥42.3tJP¥71.9tJP¥4.1t10.1x10.2x0.6x
Wed, 21 Sep 2022JP¥44.7tJP¥71.9tJP¥4.1t10.4x10.8x0.6x
Price to Earnings Ratio

10.8x


Total Market Cap: JP¥44.7tTotal Earnings: JP¥4.1tTotal Revenue: JP¥71.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Auto Industry Price to Earnings3Y Average 9x202320242025
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 11.1x which is higher than its 3-year average PE of 9.0x.
  • 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 grown 6.7% per year over the last three years.
  • Revenues for these companies have grown 14% 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 Market1.75%
Consumer Discretionary0.18%
Auto-1.64%
Motorcycle Manufacturers0.27%
Automobile Manufacturers-1.68%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 8.5x.
    • Analysts are expecting annual earnings growth of 25.0%, which is higher than its past year's earnings decline of 72.0% 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 9.0x.
Forecasted Growth
  • Analysts are most optimistic on the Motorcycle Manufacturers industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 72% per year.
  • In contrast, the Automobile Manufacturers industry is expected to see its earnings grow by 4.2% 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
7269 Suzuki MotorJP¥2.08k3.2%
+JP¥124.4b		36.4%PE10x
7201 Nissan MotorJP¥364.505.7%
+JP¥68.1b		-6.7%PS0.1x
7270 SubaruJP¥3.10k0.8%
+JP¥17.5b		29.3%PE7.3x
7222 Nissan ShataiJP¥1.27k5.8%
+JP¥9.5b		30.3%PE28.3x
7272 Yamaha MotorJP¥1.12k0.3%
+JP¥2.9b		-10.1%PE22.6x

Latest News

7270
JP¥3,103.00
Subaru
7D
0.8%
1Y
29.3%

Subaru (TSE:7270) Has Announced A Dividend Of ¥57.00

Sep 12
Subaru (TSE:7270) Has Announced A Dividend Of ¥57.00
7203
JP¥2,889.00
Toyota Motor
7D
-2.5%
1Y
17.7%

Recovering Production And Battery Investments Will Boost Future Profitability

The upward revision in Toyota Motor’s analyst price target is primarily driven by improved consensus revenue growth forecasts, with the fair value increasing from ¥3,067 to ¥3,158. What's in the News Toyota agreed to a class action settlement regarding an alleged hands-free phone system defect in several vehicle models, providing an Outreach Program to educate affected owners on resolving the issue via settings adjustments.
7261
JP¥1,098.00
Mazda Motor
7D
0.05%
1Y
4.8%
7269
JP¥2,083.50
Suzuki Motor
7D
3.2%
1Y
36.4%
7211
JP¥413.90
Mitsubishi Motors
7D
-1.2%
1Y
7.8%

Mitsubishi Motors (TSE:7211) Is Reducing Its Dividend To ¥5.00

Sep 06
Mitsubishi Motors (TSE:7211) Is Reducing Its Dividend To ¥5.00
7272
JP¥1,122.50
Yamaha Motor
7D
0.3%
1Y
-10.1%

Yamaha Motor (TSE:7272) Will Pay A Dividend Of ¥25.00

Sep 06
Yamaha Motor (TSE:7272) Will Pay A Dividend Of ¥25.00
7202
JP¥1,975.50
Isuzu Motors
7D
-1.0%
1Y
-0.7%

CV Sales Expansion And IFRS Adoption Will Broaden Market Reach

Isuzu Motors’ valuation outlook remains stable, with negligible changes in both its future P/E and revenue growth forecasts, resulting in an unchanged consensus price target of ¥2164. What's in the News Issued consolidated earnings guidance for FY ending March 31, 2026: revenue JPY 3,300,000 million, operating profit JPY 210,000 million, net profit JPY 130,000 million, basic EPS JPY 184.25.
7267
JP¥1,649.50
Honda Motor
7D
-2.6%
1Y
12.1%

US Localization And Emerging Markets Will Define Future Mobility

Honda Motor's consensus future P/E has risen modestly, reflecting slight multiple expansion despite stable revenue growth forecasts, resulting in a marginal increase in the analyst price target from ¥1654 to ¥1672. What's in the News Honda entered a multi-year partnership with Helm.ai to accelerate next-generation self-driving capabilities, focusing on ADAS for consumer cars by leveraging AI and generative simulation; large-scale deployment of an E2E AI system is targeted for mass production after 2027.
7201
JP¥364.50
Nissan Motor
7D
5.7%
1Y
-6.7%
7222
JP¥1,274.00
Nissan Shatai
7D
5.8%
1Y
30.3%