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Japanese (NIKKEI) Auto Industry Analysis

UpdatedMay 01, 2026
DataAggregated Company Financials
Companies10
  • 7D-3.3%
  • 3M-14.7%
  • 1Y5.2%
  • YTD-13.8%

Over the last 7 days, the Auto industry has dropped 3.3%, driven by pullbacks from every company within the industry. This takes the industry's 12 month performance to a gain of 5.2%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 May 2026JP¥54.3tJP¥108.4tJP¥3.9t15.8x13.8x0.5x
Sun, 29 Mar 2026JP¥60.4tJP¥108.4tJP¥3.9t17.5x15.3x0.6x
Tue, 24 Feb 2026JP¥66.1tJP¥108.4tJP¥3.9t20.4x16.8x0.6x
Thu, 22 Jan 2026JP¥65.2tJP¥107.6tJP¥5.2t11.9x12.5x0.6x
Sat, 20 Dec 2025JP¥63.3tJP¥107.6tJP¥5.2t11.7x12.1x0.6x
Mon, 17 Nov 2025JP¥60.0tJP¥107.6tJP¥5.2t12.2x11.5x0.6x
Wed, 15 Oct 2025JP¥54.7tJP¥106.8tJP¥5.0t10.4x10.9x0.5x
Fri, 12 Sep 2025JP¥55.5tJP¥106.8tJP¥5.0t11.1x11x0.5x
Sun, 10 Aug 2025JP¥53.1tJP¥106.8tJP¥5.0t10.9x10.6x0.5x
Tue, 08 Jul 2025JP¥47.5tJP¥106.8tJP¥6.1t7.6x7.8x0.4x
Thu, 05 Jun 2025JP¥51.6tJP¥106.8tJP¥6.1t8x8.5x0.5x
Sat, 03 May 2025JP¥53.1tJP¥105.5tJP¥7.5t8.1x7.1x0.5x
Mon, 31 Mar 2025JP¥52.4tJP¥105.5tJP¥7.5t8.2x7x0.5x
Wed, 26 Feb 2025JP¥52.8tJP¥105.5tJP¥7.5t8.1x7.1x0.5x
Fri, 24 Jan 2025JP¥56.7tJP¥104.9tJP¥6.7t8.4x8.4x0.5x
Sun, 22 Dec 2024JP¥53.3tJP¥104.9tJP¥6.7t8.5x7.9x0.5x
Tue, 19 Nov 2024JP¥52.2tJP¥104.9tJP¥6.7t8.2x7.8x0.5x
Thu, 17 Oct 2024JP¥50.9tJP¥104.6tJP¥7.9t6.4x6.5x0.5x
Sat, 14 Sep 2024JP¥50.3tJP¥104.6tJP¥7.9t6.1x6.4x0.5x
Mon, 12 Aug 2024JP¥50.3tJP¥103.8tJP¥7.8t6.2x6.4x0.5x
Wed, 10 Jul 2024JP¥65.7tJP¥102.0tJP¥7.8t8.1x8.4x0.6x
Fri, 07 Jun 2024JP¥64.8tJP¥102.0tJP¥7.8t7.7x8.3x0.6x
Sun, 05 May 2024JP¥69.8tJP¥98.4tJP¥7.1t8.1x9.8x0.7x
Tue, 02 Apr 2024JP¥71.0tJP¥98.4tJP¥7.1t8.5x9.9x0.7x
Thu, 29 Feb 2024JP¥69.5tJP¥98.4tJP¥7.1t8.4x9.7x0.7x
Sat, 27 Jan 2024JP¥58.9tJP¥94.3tJP¥6.4t8.1x9.1x0.6x
Mon, 25 Dec 2023JP¥52.5tJP¥94.3tJP¥6.4t7.3x8.2x0.6x
Wed, 22 Nov 2023JP¥56.0tJP¥94.3tJP¥6.4t7.6x8.7x0.6x
Fri, 20 Oct 2023JP¥55.6tJP¥90.0tJP¥5.4t8.6x10.4x0.6x
Sun, 17 Sep 2023JP¥59.8tJP¥90.0tJP¥5.4t9.5x11.2x0.7x
Tue, 15 Aug 2023JP¥51.4tJP¥90.0tJP¥5.4t8.5x9.6x0.6x
Thu, 13 Jul 2023JP¥47.8tJP¥85.2tJP¥4.4t9.8x10.9x0.6x
Sat, 10 Jun 2023JP¥45.6tJP¥85.2tJP¥4.4t9.5x10.3x0.5x
Mon, 08 May 2023JP¥41.4tJP¥81.4tJP¥4.3t9.4x9.7x0.5x
Price to Earnings Ratio

9.7x


Total Market Cap: JP¥41.4tTotal Earnings: JP¥4.3tTotal Revenue: JP¥81.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Auto Industry Price to Earnings3Y Average 9.6x202420252026
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 13.8x which is higher than its 3-year average PE of 9.6x.
  • 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 2.7% per year over the last three years.
  • Meanwhile revenues for these companies have grown 10% 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 Market0.22%
Consumer Discretionary-1.04%
Auto-3.26%
Motorcycle Manufacturers0.45%
Automobile Manufacturers-3.33%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 19.7x.
    • Analysts are expecting annual earnings growth of 34.2%, which is higher than its past year's earnings decline of 85.1% 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 9.6x.
Forecasted Growth
  • Analysts are most optimistic on the Motorcycle Manufacturers industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings decline of 85% 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?

CompanyLast Price7D1YValuation
No data available

Latest News

7267
JP¥1,264.00
Honda Motor
7D
-2.5%
1Y
-14.8%

7267: EV Pullback And Loss Guidance Will Pressure Future Earnings Multiple

Analysts have reset their price target on Honda Motor from ¥1,300 to ¥1,100. This reflects updated assumptions around revenue growth, profit margins and a lower future P/E multiple.
7202
JP¥2,113.50
Isuzu Motors
7D
-5.8%
1Y
8.6%

7202: Autonomous Buses Will Drive Future Earnings Under New Leadership

Analysts have trimmed their price target for Isuzu Motors from about ¥2,753 to roughly ¥2,698, citing slightly higher discount rate assumptions and marginally lower fair value, profit margin and future P/E inputs in their updated models. What's in the News TIER IV and Isuzu Motors announced plans to deploy Level 4 autonomous buses using the NVIDIA DRIVE Hyperion platform in Isuzu ERGA electric and diesel models, combining Isuzu's bus platforms with TIER IV's Autoware-based software and NVIDIA AI compute for high-capacity public transit (Client Announcements).
7203
JP¥3,006.00
Toyota Motor
7D
-2.0%
1Y
8.1%

7203: Leadership Transition And Fuel Cell Venture Will Support Bullish Outlook

Analysts have trimmed their price target on Toyota Motor slightly, with fair value moving from about ¥3,992 to roughly ¥3,969 as they factor in small adjustments to revenue growth, profit margin, and future P/E assumptions. What's in the News CEO Koji Sato is set to step down on April 1, 2026, with current CFO Kenta Kon becoming CEO.
7211
JP¥304.20
Mitsubishi Motors
7D
-2.5%
1Y
-23.7%

7211: Higher Sales Forecast And Margin Outlook Will Support Bullish Thesis

Analysts have trimmed their price target for Mitsubishi Motors from around ¥422.50 to about ¥405.45, reflecting updated assumptions that combine a slightly lower discount rate and P/E with revised expectations for revenue growth and profit margins. What's in the News Mitsubishi Motors issued updated consolidated earnings guidance for the fiscal year ending March 31, 2026, outlining expectations for net sales, operating profit and earnings per share (Key Developments).
7201
JP¥349.30
Nissan Motor
7D
-1.0%
1Y
0.8%

7201: Reforms And AI Robotaxi Pilot Are Expected To Support Recovery Potential

Analysts made a small upward adjustment to their Nissan Motor price target to ¥594 from about ¥594, reflecting slightly higher assumptions for revenue growth and profit margin, alongside a modestly different forward P/E view. What's in the News Nissan plans an Analyst and Investor Day focused on its long term vision, which may help you understand management priorities and planned direction across products, markets, and capital allocation.
7261
JP¥1,009.00
Mazda Motor
7D
-1.5%
1Y
15.6%
7270
JP¥2,380.50
Subaru
7D
-2.7%
1Y
-9.6%
7269
JP¥1,747.50
Suzuki Motor
7D
-1.6%
1Y
-1.9%