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Japanese (NIKKEI) Auto Industry Analysis

UpdatedJun 03, 2026
DataAggregated Company Financials
Companies10
  • 7D-4.5%
  • 3M-15.5%
  • 1Y5.4%
  • YTD-15.5%

Over the last 7 days, the Auto industry has dropped 4.5%, driven by Toyota Motor declining 4.2%. Meanwhile, Honda Motor actually outperformed within the industry, gaining 5.3% in the last week. In the past year, the industry has gained 5.4%. 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, 04 Jun 2026JP¥53.3tJP¥109.9tJP¥3.6t19.4x14.7x0.5x
Sat, 02 May 2026JP¥54.0tJP¥108.4tJP¥3.9t16x13.7x0.5x
Mon, 30 Mar 2026JP¥60.4tJP¥108.4tJP¥3.9t17.5x15.3x0.6x
Wed, 25 Feb 2026JP¥66.2tJP¥108.4tJP¥3.9t19.7x16.8x0.6x
Fri, 23 Jan 2026JP¥65.8tJP¥107.6tJP¥5.2t11.9x12.6x0.6x
Sun, 21 Dec 2025JP¥63.3tJP¥107.6tJP¥5.2t11.7x12.1x0.6x
Tue, 18 Nov 2025JP¥58.7tJP¥107.6tJP¥5.2t12x11.3x0.5x
Thu, 16 Oct 2025JP¥55.4tJP¥106.8tJP¥5.0t10.6x11x0.5x
Sat, 13 Sep 2025JP¥55.5tJP¥106.8tJP¥5.0t11.1x11.1x0.5x
Mon, 11 Aug 2025JP¥53.1tJP¥106.8tJP¥5.0t10.9x10.6x0.5x
Wed, 09 Jul 2025JP¥47.7tJP¥106.8tJP¥6.1t7.7x7.9x0.4x
Fri, 06 Jun 2025JP¥50.1tJP¥106.8tJP¥6.1t7.7x8.3x0.5x
Sun, 04 May 2025JP¥53.1tJP¥105.5tJP¥7.5t8.1x7.1x0.5x
Tue, 01 Apr 2025JP¥50.8tJP¥105.5tJP¥7.5t7.9x6.8x0.5x
Thu, 27 Feb 2025JP¥53.1tJP¥105.5tJP¥7.5t8.1x7.1x0.5x
Sat, 25 Jan 2025JP¥55.9tJP¥104.9tJP¥6.7t8.4x8.3x0.5x
Mon, 23 Dec 2024JP¥53.3tJP¥104.9tJP¥6.7t8.5x7.9x0.5x
Wed, 20 Nov 2024JP¥53.2tJP¥104.9tJP¥6.7t8.4x7.9x0.5x
Fri, 18 Oct 2024JP¥51.3tJP¥104.6tJP¥7.9t6.4x6.5x0.5x
Sun, 15 Sep 2024JP¥50.3tJP¥104.6tJP¥7.9t6.1x6.4x0.5x
Tue, 13 Aug 2024JP¥50.3tJP¥103.8tJP¥7.8t6.2x6.4x0.5x
Thu, 11 Jul 2024JP¥65.9tJP¥102.0tJP¥7.8t8.1x8.4x0.6x
Sat, 08 Jun 2024JP¥64.1tJP¥102.0tJP¥7.8t7.7x8.2x0.6x
Mon, 06 May 2024JP¥69.8tJP¥98.4tJP¥7.1t8.1x9.8x0.7x
Wed, 03 Apr 2024JP¥70.8tJP¥98.4tJP¥7.1t8.5x9.9x0.7x
Fri, 01 Mar 2024JP¥70.2tJP¥98.4tJP¥7.1t8.4x9.8x0.7x
Sun, 28 Jan 2024JP¥58.9tJP¥94.3tJP¥6.4t8.1x9.1x0.6x
Tue, 26 Dec 2023JP¥52.8tJP¥94.3tJP¥6.4t7.3x8.2x0.6x
Thu, 23 Nov 2023JP¥56.1tJP¥94.3tJP¥6.4t7.7x8.7x0.6x
Sat, 21 Oct 2023JP¥55.0tJP¥90.0tJP¥5.4t8.5x10.3x0.6x
Mon, 18 Sep 2023JP¥59.8tJP¥90.0tJP¥5.4t9.5x11.2x0.7x
Wed, 16 Aug 2023JP¥51.6tJP¥90.0tJP¥5.4t8.5x9.6x0.6x
Fri, 14 Jul 2023JP¥47.9tJP¥85.2tJP¥4.4t9.7x10.9x0.6x
Sun, 11 Jun 2023JP¥45.6tJP¥85.2tJP¥4.4t9.5x10.3x0.5x
Price to Earnings Ratio

10.3x


Total Market Cap: JP¥45.6tTotal Earnings: JP¥4.4tTotal Revenue: JP¥85.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Auto Industry Price to Earnings3Y Average 9.8x202420252026
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 14.7x which is higher than its 3-year average PE of 9.8x.
  • 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 6.5% 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 Market0.10%
Consumer Discretionary0.52%
Auto-4.49%
Motorcycle Manufacturers3.51%
Automobile Manufacturers-4.67%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 21.3x.
    • Analysts are expecting annual earnings growth of 33.0%, which is higher than its past year's earnings decline of 67.7% 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 9.8x.
Forecasted Growth
  • Analysts are most optimistic on the Motorcycle Manufacturers industry, expecting annual earnings growth of 33% over the next 5 years.
  • This is better than its past earnings decline of 68% 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¥1.50k5.3%
+JP¥291.9b		5.2%PS0.3x
7272 Yamaha MotorJP¥1.28k2.8%
+JP¥33.5b		18.0%PE46.6x
7270 SubaruJP¥2.47k1.4%
+JP¥24.3b		-5.7%PE19.5x
7261 Mazda MotorJP¥1.12k0.4%
+JP¥2.5b		29.4%PE20.2x

Latest News

7211
JP¥345.90
Mitsubishi Motors
7D
-14.4%
1Y
-18.4%
7267
JP¥1,496.50
Honda Motor
7D
5.3%
1Y
5.2%
Narrative Update • Jun 01

7267: HEV Shift And EV Reset Will Shape Balanced Medium Term Outlook

Analysts have trimmed their price target for Honda Motor, lowering their fair value estimate from ¥1,579.05 to ¥1,523.50. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E levels.
7203
JP¥2,881.00
Toyota Motor
7D
-4.2%
1Y
5.7%
7269
JP¥1,890.50
Suzuki Motor
7D
-1.3%
1Y
10.2%
7201
JP¥357.50
Nissan Motor
7D
-8.2%
1Y
-1.6%
Narrative Update • May 28

7201: China Pivot Workforce Cuts And Chip Risks Will Shape Outlook

Analysts have modestly lifted their price target on Nissan Motor to approximately ¥412 from about ¥407, citing slightly revised assumptions around the discount rate, long term revenue growth, profit margin, and future P/E as the key drivers of the update. What's in the News Nissan plans to cut about 10% of its European workforce, according to a report, highlighting cost and capacity adjustments in that region (Financial Times).
7222
JP¥1,001.00
Nissan Shatai
7D
-5.5%
1Y
-9.5%
7261
JP¥1,122.00
Mazda Motor
7D
0.4%
1Y
29.4%
7272
JP¥1,281.50
Yamaha Motor
7D
2.8%
1Y
18.0%
7202
JP¥2,171.00
Isuzu Motors
7D
-3.5%
1Y
15.1%
Narrative Update • May 20

7202: Autonomous Buses And New Leadership Will Support Future Upside

Analysts have trimmed their price target for Isuzu Motors from ¥2,698 to ¥2,595, citing slightly softer assumptions for revenue growth, profit margins and fair value, partly offset by a modestly higher future P/E and lower discount rate in their updated models. What's in the News TIER IV and Isuzu Motors plan to deploy Level 4 autonomous buses in Isuzu ERGA electric and diesel models, using NVIDIA DRIVE Hyperion and DRIVE AGX Thor to support high-capacity public transit and address Japan's driver shortage (Client Announcements).
7270
JP¥2,471.00
Subaru
7D
1.4%
1Y
-5.7%
Analysis Article • May 18

Subaru Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Investors in Subaru Corporation ( TSE:7270 ) had a good week, as its shares rose 2.8% to close at JP¥2,385 following...