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Japanese (NIKKEI) Auto Industry Analysis

UpdatedApr 01, 2026
DataAggregated Company Financials
Companies10
  • 7D-3.2%
  • 3M-9.2%
  • 1Y12.9%
  • YTD-10.4%

Over the last 7 days, the Auto industry has remained flat, although notably Toyota Motor declined by 3.3%. The past year has been better, since the industry has gained 15% in that time. 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
Wed, 01 Apr 2026JP¥56.4tJP¥108.4tJP¥3.9t16.8x14.3x0.5x
Fri, 27 Feb 2026JP¥68.0tJP¥108.4tJP¥3.9t20x17.2x0.6x
Sun, 25 Jan 2026JP¥66.0tJP¥107.6tJP¥5.2t11.8x12.6x0.6x
Tue, 23 Dec 2025JP¥64.0tJP¥107.6tJP¥5.2t11.8x12.3x0.6x
Thu, 20 Nov 2025JP¥57.4tJP¥107.6tJP¥5.2t11.9x11x0.5x
Sat, 18 Oct 2025JP¥55.6tJP¥106.8tJP¥5.0t10.6x11.1x0.5x
Mon, 15 Sep 2025JP¥55.5tJP¥106.8tJP¥5.0t11.1x11.1x0.5x
Wed, 13 Aug 2025JP¥54.5tJP¥106.8tJP¥5.0t11x10.9x0.5x
Fri, 11 Jul 2025JP¥48.1tJP¥106.8tJP¥6.1t7.7x7.9x0.4x
Sun, 08 Jun 2025JP¥50.3tJP¥106.8tJP¥6.1t7.8x8.3x0.5x
Tue, 06 May 2025JP¥53.1tJP¥105.5tJP¥7.5t8.1x7.1x0.5x
Thu, 03 Apr 2025JP¥51.4tJP¥105.5tJP¥7.5t8x6.9x0.5x
Sat, 01 Mar 2025JP¥52.5tJP¥105.5tJP¥7.5t8.1x7x0.5x
Mon, 27 Jan 2025JP¥55.9tJP¥104.9tJP¥6.7t8.4x8.3x0.5x
Wed, 25 Dec 2024JP¥55.5tJP¥104.9tJP¥6.7t8.7x8.3x0.5x
Fri, 22 Nov 2024JP¥52.1tJP¥104.9tJP¥6.7t8.2x7.8x0.5x
Sun, 20 Oct 2024JP¥51.2tJP¥104.6tJP¥7.9t6.4x6.5x0.5x
Tue, 17 Sep 2024JP¥50.3tJP¥104.6tJP¥7.9t6.1x6.4x0.5x
Thu, 15 Aug 2024JP¥53.3tJP¥103.8tJP¥7.8t6.5x6.8x0.5x
Sat, 13 Jul 2024JP¥65.5tJP¥102.0tJP¥7.8t8.1x8.4x0.6x
Mon, 10 Jun 2024JP¥64.1tJP¥102.0tJP¥7.8t7.7x8.2x0.6x
Wed, 08 May 2024JP¥70.0tJP¥98.4tJP¥7.1t8.1x9.8x0.7x
Fri, 05 Apr 2024JP¥71.4tJP¥98.4tJP¥7.1t8.6x10x0.7x
Sun, 03 Mar 2024JP¥70.9tJP¥98.4tJP¥7.1t8.4x9.9x0.7x
Tue, 30 Jan 2024JP¥60.8tJP¥94.3tJP¥6.4t8.3x9.4x0.6x
Thu, 28 Dec 2023JP¥53.3tJP¥94.3tJP¥6.4t7.3x8.3x0.6x
Sat, 25 Nov 2023JP¥57.4tJP¥94.3tJP¥6.4t7.8x8.9x0.6x
Mon, 23 Oct 2023JP¥55.0tJP¥90.0tJP¥5.4t8.5x10.3x0.6x
Wed, 20 Sep 2023JP¥61.2tJP¥90.0tJP¥5.4t9.8x11.4x0.7x
Fri, 18 Aug 2023JP¥50.8tJP¥90.0tJP¥5.4t8.3x9.5x0.6x
Sun, 16 Jul 2023JP¥47.9tJP¥85.2tJP¥4.4t9.6x10.9x0.6x
Tue, 13 Jun 2023JP¥45.9tJP¥85.2tJP¥4.4t9.5x10.3x0.5x
Thu, 11 May 2023JP¥42.3tJP¥81.4tJP¥4.3t9.6x9.9x0.5x
Sat, 08 Apr 2023JP¥40.1tJP¥81.4tJP¥4.3t9x9.4x0.5x
Price to Earnings Ratio

9.4x


Total Market Cap: JP¥40.1tTotal Earnings: JP¥4.3tTotal Revenue: JP¥81.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Auto Industry Price to Earnings3Y Average 9.5x202420252026
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 14.5x which is higher than its 3-year average PE of 9.5x.
  • 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 Market-1.74%
Consumer Discretionary-2.16%
Auto-3.24%
Motorcycle Manufacturers2.50%
Automobile Manufacturers-3.34%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 17.9x.
    • Analysts are expecting annual earnings growth of 33.5%, 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 9.5x.
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 12% 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
7272 Yamaha MotorJP¥1.13k2.5%
+JP¥26.7b		-5.7%PE67.8x

Latest News

7203
JP¥3,162.00
Toyota Motor
7D
-3.3%
1Y
20.2%

7203: US EV Expansion And Buybacks Will Support Bullish Outlook

Analysts kept their fair value estimate for Toyota Motor steady at about ¥4,033 per share, citing small adjustments to assumed revenue growth, profit margin, and future P/E that largely offset each other in their price target work. What's in the News CEO transition planned for April 1, 2026, with current Chief Executive Officer Koji Sato stepping down and Chief Financial Officer Kenta Kon taking over.
7272
JP¥1,125.50
Yamaha Motor
7D
2.5%
1Y
-5.7%
7267
JP¥1,257.50
Honda Motor
7D
-3.3%
1Y
-6.5%
7269
JP¥1,875.50
Suzuki Motor
7D
-2.2%
1Y
2.7%
7201
JP¥333.00
Nissan Motor
7D
-2.1%
1Y
-11.0%

7201: Reforms And Product Renewal Will Support Future Recovery Potential

Analysts have trimmed their price target on Nissan Motor slightly to ¥594.48 from ¥598.01, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News China's commerce ministry warned that an ongoing dispute involving Nexperia and its Chinese subsidiary could trigger a new global semiconductor supply chain crunch, a risk factor for automakers such as Nissan that rely on consistent chip availability for production (Reuters).
7270
JP¥2,483.50
Subaru
7D
-3.0%
1Y
-6.5%
7202
JP¥2,221.00
Isuzu Motors
7D
-4.9%
1Y
11.3%
7261
JP¥1,039.00
Mazda Motor
7D
-5.2%
1Y
11.8%
7211
JP¥307.20
Mitsubishi Motors
7D
-10.4%
1Y
-24.2%