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Japanese (NIKKEI) Auto Industry Analysis

UpdatedMay 21, 2026
DataAggregated Company Financials
Companies10
  • 7D0.4%
  • 3M-21.3%
  • 1Y6.5%
  • YTD-14.5%

In the last week, the Auto industry is up 4.3%, with Honda Motor up 5.6%. This means that the industry has gained 7.1% over the past year. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 May 2026JP¥53.9tJP¥109.9tJP¥3.6t19.1x14.8x0.5x
Sat, 18 Apr 2026JP¥59.3tJP¥108.4tJP¥3.9t17.1x15x0.5x
Mon, 16 Mar 2026JP¥60.3tJP¥108.4tJP¥3.9t17.7x15.3x0.6x
Wed, 11 Feb 2026JP¥67.7tJP¥108.8tJP¥4.2t17.4x16.3x0.6x
Fri, 09 Jan 2026JP¥61.3tJP¥107.6tJP¥5.2t11.7x11.7x0.6x
Sun, 07 Dec 2025JP¥57.6tJP¥107.6tJP¥5.2t11.4x11x0.5x
Tue, 04 Nov 2025JP¥58.8tJP¥106.8tJP¥5.0t11x11.7x0.6x
Thu, 02 Oct 2025JP¥53.9tJP¥106.8tJP¥5.0t10.4x10.7x0.5x
Sat, 30 Aug 2025JP¥54.8tJP¥106.8tJP¥5.0t11x10.9x0.5x
Mon, 28 Jul 2025JP¥53.1tJP¥106.8tJP¥6.0t7.9x8.8x0.5x
Wed, 25 Jun 2025JP¥48.0tJP¥106.8tJP¥6.1t7.9x7.9x0.4x
Fri, 23 May 2025JP¥50.4tJP¥106.8tJP¥6.1t8.3x8.3x0.5x
Sun, 20 Apr 2025JP¥49.1tJP¥105.5tJP¥7.5t7.5x6.6x0.5x
Tue, 18 Mar 2025JP¥53.7tJP¥105.5tJP¥7.5t8.1x7.2x0.5x
Thu, 13 Feb 2025JP¥54.2tJP¥105.2tJP¥7.5t7.2x7.2x0.5x
Sat, 11 Jan 2025JP¥56.8tJP¥104.9tJP¥6.7t8.4x8.5x0.5x
Mon, 09 Dec 2024JP¥50.9tJP¥104.9tJP¥6.7t8.1x7.6x0.5x
Wed, 06 Nov 2024JP¥52.4tJP¥104.6tJP¥7.9t6.2x6.7x0.5x
Fri, 04 Oct 2024JP¥53.1tJP¥104.6tJP¥7.9t6.5x6.7x0.5x
Sun, 01 Sep 2024JP¥56.1tJP¥104.6tJP¥7.9t6.7x7.1x0.5x
Tue, 30 Jul 2024JP¥59.6tJP¥102.1tJP¥7.7t7.1x7.7x0.6x
Thu, 27 Jun 2024JP¥65.3tJP¥102.0tJP¥7.8t7.9x8.3x0.6x
Sat, 25 May 2024JP¥66.8tJP¥102.0tJP¥7.8t7.9x8.5x0.7x
Mon, 22 Apr 2024JP¥68.4tJP¥98.4tJP¥7.1t8x9.6x0.7x
Wed, 20 Mar 2024JP¥71.3tJP¥98.4tJP¥7.1t8.3x10x0.7x
Fri, 16 Feb 2024JP¥66.5tJP¥98.4tJP¥7.2t7.8x9.3x0.7x
Sun, 14 Jan 2024JP¥58.1tJP¥94.3tJP¥6.4t7.9x9x0.6x
Tue, 12 Dec 2023JP¥55.2tJP¥94.3tJP¥6.4t7.4x8.6x0.6x
Thu, 09 Nov 2023JP¥56.9tJP¥92.9tJP¥6.2t8.4x9.2x0.6x
Sat, 07 Oct 2023JP¥54.4tJP¥90.0tJP¥5.4t8.5x10.2x0.6x
Mon, 04 Sep 2023JP¥53.8tJP¥90.0tJP¥5.4t8.8x10.1x0.6x
Wed, 02 Aug 2023JP¥52.9tJP¥86.1tJP¥4.5t10x11.8x0.6x
Fri, 30 Jun 2023JP¥49.7tJP¥85.2tJP¥4.4t10.3x11.3x0.6x
Sun, 28 May 2023JP¥43.0tJP¥85.2tJP¥4.4t9.2x9.7x0.5x
Price to Earnings Ratio

9.7x


Total Market Cap: JP¥43.0tTotal Earnings: JP¥4.4tTotal Revenue: JP¥85.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Auto Industry Price to Earnings3Y Average 9.7x202420252026
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 15.0x which is higher than its 3-year average PE of 9.7x.
  • 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 6.6% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.8% 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 Market-3.06%
Consumer Discretionary-1.33%
Auto0.45%
Motorcycle Manufacturers4.58%
Automobile Manufacturers0.36%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 20.7x.
    • Analysts are expecting annual earnings growth of 35.4%, 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 9.7x.
Forecasted Growth
  • Analysts are most optimistic on the Motorcycle Manufacturers industry, expecting annual earnings growth of 35% 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 14% 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
7267 Honda MotorJP¥1.34k5.6%
+JP¥276.4b		-6.6%PS0.2x
7270 SubaruJP¥2.44k3.9%
+JP¥102.0b		-8.7%PE19.2x
7272 Yamaha MotorJP¥1.22k4.6%
+JP¥51.9b		12.6%PE44.4x
7203 Toyota MotorJP¥2.94k0.08%
+JP¥32.6b		10.5%PE10x
7211 Mitsubishi MotorsJP¥345.304.1%
+JP¥18.3b		-21.7%PE46.1x

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