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Japanese (NIKKEI) Auto Industry Analysis

UpdatedJan 13, 2026
DataAggregated Company Financials
Companies10
  • 7D-0.8%
  • 3M13.7%
  • 1Y15.3%
  • YTD-0.2%

Over the last 7 days, the Auto industry has remained flat, although notably Toyota Motor gained 5.8%. As for the the longer term, the industry is up 15% over the past 12 months. As for the next few years, earnings are expected to grow by 7.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 13 Jan 2026JP¥63.0tJP¥107.6tJP¥5.2t12x12.1x0.6x
Thu, 11 Dec 2025JP¥59.1tJP¥107.6tJP¥5.2t11.5x11.3x0.5x
Sat, 08 Nov 2025JP¥58.5tJP¥107.7tJP¥5.3t10.7x11x0.5x
Mon, 06 Oct 2025JP¥54.3tJP¥106.8tJP¥5.0t10.5x10.8x0.5x
Wed, 03 Sep 2025JP¥55.1tJP¥106.8tJP¥5.0t11.1x11x0.5x
Fri, 01 Aug 2025JP¥51.6tJP¥106.5tJP¥5.9t7.7x8.8x0.5x
Sun, 29 Jun 2025JP¥49.0tJP¥106.8tJP¥6.1t8.1x8.1x0.5x
Tue, 27 May 2025JP¥50.4tJP¥106.8tJP¥6.1t8.3x8.3x0.5x
Thu, 24 Apr 2025JP¥49.7tJP¥105.5tJP¥7.5t7.5x6.6x0.5x
Sat, 22 Mar 2025JP¥55.1tJP¥105.5tJP¥7.5t8.4x7.4x0.5x
Mon, 17 Feb 2025JP¥54.7tJP¥105.5tJP¥7.5t8.5x7.3x0.5x
Wed, 15 Jan 2025JP¥56.2tJP¥104.9tJP¥6.7t8.3x8.4x0.5x
Fri, 13 Dec 2024JP¥52.6tJP¥104.9tJP¥6.7t8.4x7.8x0.5x
Sun, 10 Nov 2024JP¥51.9tJP¥104.9tJP¥6.7t8.2x7.7x0.5x
Tue, 08 Oct 2024JP¥53.9tJP¥104.6tJP¥7.9t6.6x6.8x0.5x
Thu, 05 Sep 2024JP¥54.1tJP¥104.6tJP¥7.9t6.4x6.9x0.5x
Sat, 03 Aug 2024JP¥53.0tJP¥102.1tJP¥7.7t6.6x6.8x0.5x
Mon, 01 Jul 2024JP¥65.5tJP¥102.0tJP¥7.8t7.9x8.3x0.6x
Wed, 29 May 2024JP¥67.8tJP¥102.0tJP¥7.8t8x8.6x0.7x
Fri, 26 Apr 2024JP¥68.2tJP¥98.4tJP¥7.1t8.2x9.5x0.7x
Sun, 24 Mar 2024JP¥74.8tJP¥98.4tJP¥7.1t8.5x10.5x0.8x
Tue, 20 Feb 2024JP¥67.4tJP¥98.4tJP¥7.1t8.5x9.4x0.7x
Thu, 18 Jan 2024JP¥58.4tJP¥94.3tJP¥6.4t8x9.1x0.6x
Sat, 16 Dec 2023JP¥53.2tJP¥94.3tJP¥6.4t7.2x8.3x0.6x
Mon, 13 Nov 2023JP¥57.6tJP¥94.3tJP¥6.4t7.7x8.9x0.6x
Wed, 11 Oct 2023JP¥55.6tJP¥90.0tJP¥5.4t8.7x10.4x0.6x
Fri, 08 Sep 2023JP¥56.1tJP¥90.0tJP¥5.4t9.1x10.5x0.6x
Sun, 06 Aug 2023JP¥52.0tJP¥88.4tJP¥5.1t9x10.2x0.6x
Tue, 04 Jul 2023JP¥50.5tJP¥85.2tJP¥4.4t10.6x11.5x0.6x
Thu, 01 Jun 2023JP¥42.6tJP¥85.2tJP¥4.4t9.2x9.6x0.5x
Sat, 29 Apr 2023JP¥41.1tJP¥81.4tJP¥4.3t9.4x9.6x0.5x
Mon, 27 Mar 2023JP¥39.4tJP¥81.4tJP¥4.3t9x9.2x0.5x
Wed, 22 Feb 2023JP¥41.8tJP¥81.4tJP¥4.3t9.6x9.8x0.5x
Fri, 20 Jan 2023JP¥39.4tJP¥76.5tJP¥4.1t9.1x9.6x0.5x
Price to Earnings Ratio

9.6x


Total Market Cap: JP¥39.4tTotal Earnings: JP¥4.1tTotal Revenue: JP¥76.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Auto Industry Price to Earnings3Y Average 9.1x202420252026
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 12.1x which is higher than its 3-year average PE of 9.1x.
  • 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 8.4% 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-0.30%
Consumer Discretionary-0.21%
Auto-0.83%
Motorcycle Manufacturers4.53%
Automobile Manufacturers-0.92%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 13.3x.
    • Analysts are expecting annual earnings growth of 50.2%, 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 9.1x.
Forecasted Growth
  • Analysts are most optimistic on the Motorcycle Manufacturers industry, expecting annual earnings growth of 50% 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 6.4% 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¥3.63k5.8%
+JP¥2.6t		24.8%PE10.2x
7267 Honda MotorJP¥1.60k2.0%
+JP¥122.6b		8.0%PE9.5x
7270 SubaruJP¥3.55k4.5%
+JP¥109.5b		33.2%PE9.6x
7202 Isuzu MotorsJP¥2.61k4.8%
+JP¥81.4b		26.0%PE12.7x
7272 Yamaha MotorJP¥1.25k5.9%
+JP¥67.4b		-2.6%PE78.8x

Latest News

7203
JP¥3,629.00
Toyota Motor
7D
5.8%
1Y
24.8%

7203: Battery Build Out, Legal Risks And Steady Outlook Will Shape Returns

Analysts have nudged their price target for Toyota Motor slightly higher, reflecting a modest uplift in fair value and future P/E assumptions alongside an essentially unchanged discount rate, revenue growth, and profit margin inputs. What's in the News Perrone Robotics filed patent infringement lawsuits against Toyota and several other automakers, alleging unauthorized use of its automated vehicle and robotics technologies in automated driving systems in U.S. federal courts in Texas and Virginia (Lawsuits & Legal Issues).
7272
JP¥1,250.50
Yamaha Motor
7D
5.9%
1Y
-2.6%

The Price Is Right For Yamaha Motor Co., Ltd. (TSE:7272)

Jan 11
The Price Is Right For Yamaha Motor Co., Ltd. (TSE:7272)
7201
JP¥414.00
Nissan Motor
7D
2.6%
1Y
-5.9%

7201: Tariff Relief And EV Policy Shifts Will Support Re Nissan Recovery

Analysts have raised their fair value estimate for Nissan Motor from ¥400.00 to ¥460.00, reflecting updated assumptions of slightly higher revenue growth, profit margins, and future P/E expectations. What's in the News Perrone Robotics filed patent infringement lawsuits against Nissan and six other automakers, alleging unauthorized use of its automated vehicle and robotics technologies in automated driving systems, in U.S. federal courts in Texas and Virginia.
7267
JP¥1,597.00
Honda Motor
7D
2.0%
1Y
8.0%

Honda Motor (TSE:7267) Is Due To Pay A Dividend Of ¥35.00

Jan 10
Honda Motor (TSE:7267) Is Due To Pay A Dividend Of ¥35.00
7202
JP¥2,610.00
Isuzu Motors
7D
4.8%
1Y
26.0%

Isuzu Motors (TSE:7202) Is Paying Out A Dividend Of ¥46.00

Jan 07
Isuzu Motors (TSE:7202) Is Paying Out A Dividend Of ¥46.00
7261
JP¥1,277.50
Mazda Motor
7D
2.6%
1Y
23.5%

Mazda Motor (TSE:7261) Is Experiencing Growth In Returns On Capital

Jan 02
Mazda Motor (TSE:7261) Is Experiencing Growth In Returns On Capital
7269
JP¥2,347.00
Suzuki Motor
7D
-0.9%
1Y
33.3%

Suzuki Motor (TSE:7269) Will Pay A Larger Dividend Than Last Year At ¥23.00

Dec 14
Suzuki Motor (TSE:7269) Will Pay A Larger Dividend Than Last Year At ¥23.00
7270
JP¥3,547.00
Subaru
7D
4.5%
1Y
33.2%
7222
JP¥1,071.00
Nissan Shatai
7D
1.5%
1Y
11.4%