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Japanese (NIKKEI) Auto Industry Analysis

UpdatedNov 22, 2025
DataAggregated Company Financials
Companies10
  • 7D-2.1%
  • 3M5.1%
  • 1Y16.4%
  • YTD3.1%

Over the last 7 days, the Auto industry has dropped 2.1%, driven by a pullback from Toyota Motor of 2.6%. This takes the industry's 12 month performance to a gain of 16%. As for the next few years, earnings are expected to grow by 6.3% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 22 Nov 2025JP¥58.7tJP¥107.6tJP¥5.2t11.6x11.2x0.5x
Mon, 20 Oct 2025JP¥55.6tJP¥106.8tJP¥5.0t10.6x11.1x0.5x
Wed, 17 Sep 2025JP¥56.2tJP¥106.8tJP¥5.0t11.3x11.2x0.5x
Fri, 15 Aug 2025JP¥53.4tJP¥106.8tJP¥5.0t10.9x10.6x0.5x
Sun, 13 Jul 2025JP¥48.7tJP¥106.8tJP¥6.1t7.7x8x0.5x
Tue, 10 Jun 2025JP¥50.2tJP¥106.8tJP¥6.1t7.9x8.3x0.5x
Thu, 08 May 2025JP¥51.8tJP¥105.5tJP¥7.5t8x6.9x0.5x
Sat, 05 Apr 2025JP¥46.7tJP¥105.5tJP¥7.5t7.4x6.2x0.4x
Mon, 03 Mar 2025JP¥52.5tJP¥105.5tJP¥7.5t8.1x7x0.5x
Wed, 29 Jan 2025JP¥56.1tJP¥104.9tJP¥6.7t8.5x8.3x0.5x
Fri, 27 Dec 2024JP¥57.4tJP¥104.9tJP¥6.7t9.3x8.5x0.5x
Sun, 24 Nov 2024JP¥51.9tJP¥104.9tJP¥6.7t8.2x7.7x0.5x
Tue, 22 Oct 2024JP¥51.1tJP¥104.6tJP¥7.9t6.3x6.5x0.5x
Thu, 19 Sep 2024JP¥50.8tJP¥104.6tJP¥7.9t6.2x6.5x0.5x
Sat, 17 Aug 2024JP¥56.0tJP¥103.8tJP¥7.8t6.9x7.1x0.5x
Mon, 15 Jul 2024JP¥65.5tJP¥102.0tJP¥7.8t8.1x8.4x0.6x
Wed, 12 Jun 2024JP¥65.0tJP¥102.0tJP¥7.8t7.9x8.3x0.6x
Fri, 10 May 2024JP¥68.6tJP¥99.9tJP¥7.6t8x9x0.7x
Sun, 07 Apr 2024JP¥70.6tJP¥98.4tJP¥7.1t8.4x9.9x0.7x
Tue, 05 Mar 2024JP¥70.8tJP¥98.4tJP¥7.1t8.4x9.9x0.7x
Thu, 01 Feb 2024JP¥61.3tJP¥94.3tJP¥6.4t8.4x9.5x0.7x
Sat, 30 Dec 2023JP¥53.5tJP¥94.3tJP¥6.4t7.3x8.3x0.6x
Mon, 27 Nov 2023JP¥57.4tJP¥94.3tJP¥6.4t7.8x8.9x0.6x
Wed, 25 Oct 2023JP¥54.5tJP¥90.0tJP¥5.4t8.4x10.2x0.6x
Fri, 22 Sep 2023JP¥59.3tJP¥90.0tJP¥5.4t9.6x11.1x0.7x
Sun, 20 Aug 2023JP¥50.2tJP¥90.0tJP¥5.4t8.2x9.4x0.6x
Tue, 18 Jul 2023JP¥47.9tJP¥85.2tJP¥4.4t9.6x10.9x0.6x
Thu, 15 Jun 2023JP¥50.0tJP¥85.2tJP¥4.4t10x11.2x0.6x
Sat, 13 May 2023JP¥42.8tJP¥83.0tJP¥4.3t9.7x9.9x0.5x
Mon, 10 Apr 2023JP¥40.1tJP¥81.4tJP¥4.3t9x9.4x0.5x
Wed, 08 Mar 2023JP¥42.5tJP¥81.4tJP¥4.3t9.8x9.9x0.5x
Fri, 03 Feb 2023JP¥40.6tJP¥76.5tJP¥4.1t9.7x9.9x0.5x
Sun, 01 Jan 2023JP¥38.8tJP¥76.5tJP¥4.1t9.4x9.5x0.5x
Tue, 29 Nov 2022JP¥43.8tJP¥76.5tJP¥4.1t10.9x10.7x0.6x
Price to Earnings Ratio

10.7x


Total Market Cap: JP¥43.8tTotal Earnings: JP¥4.1tTotal Revenue: JP¥76.5tTotal 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 11.0x 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 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-1.67%
Consumer Discretionary-2.36%
Auto-2.12%
Motorcycle Manufacturers0.18%
Automobile Manufacturers-2.16%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 10.2x.
    • Analysts are expecting annual earnings growth of 44.0%, 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 44% 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 5.6% 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
7202 Isuzu MotorsJP¥2.36k1.8%
+JP¥29.5b		18.1%PE11.6x
7269 Suzuki MotorJP¥2.36k0.6%
+JP¥28.0b		44.0%PE11.6x
7272 Yamaha MotorJP¥1.12k0.2%
+JP¥1.9b		-16.3%PE70.4x

Latest News

7267
JP¥1,538.50
Honda Motor
7D
-1.2%
1Y
12.9%

7267: Accelerated Self-Driving Technology Partnership Will Drive Robust Returns Ahead

Analysts have slightly lowered their price target for Honda Motor from ¥1,744.38 to ¥1,738.04. This reflects updated expectations for revenue growth and profit margins.
7202
JP¥2,361.00
Isuzu Motors
7D
1.8%
1Y
18.1%
7272
JP¥1,117.50
Yamaha Motor
7D
0.2%
1Y
-16.3%

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

Nov 13
Yamaha Motor (TSE:7272) Will Pay A Dividend Of ¥25.00
7270
JP¥3,416.00
Subaru
7D
-3.8%
1Y
39.4%

Earnings Miss: Subaru Corporation Missed EPS By 7.6% And Analysts Are Revising Their Forecasts

Nov 12
Earnings Miss: Subaru Corporation Missed EPS By 7.6% And Analysts Are Revising Their Forecasts
7269
JP¥2,358.00
Suzuki Motor
7D
0.6%
1Y
44.0%

Suzuki Motor Corporation (TSE:7269) Half-Yearly Results: Here's What Analysts Are Forecasting For This Year

Nov 09
Suzuki Motor Corporation (TSE:7269) Half-Yearly Results: Here's What Analysts Are Forecasting For This Year
7201
JP¥363.50
Nissan Motor
7D
-5.3%
1Y
-10.5%
7261
JP¥1,117.50
Mazda Motor
7D
-0.6%
1Y
11.4%
7203
JP¥3,097.00
Toyota Motor
7D
-2.6%
1Y
16.2%
7211
JP¥371.00
Mitsubishi Motors
7D
-1.3%
1Y
-15.5%

Mitsubishi Motors Corporation Just Missed Earnings; Here's What Analysts Are Forecasting Now

Nov 07
Mitsubishi Motors Corporation Just Missed Earnings; Here's What Analysts Are Forecasting Now
7222
JP¥1,061.00
Nissan Shatai
7D
-0.09%
1Y
-3.1%