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Japanese (NIKKEI) Auto Industry Analysis

UpdatedMay 26, 2026
DataAggregated Company Financials
Companies10
  • 7D3.2%
  • 3M-15.8%
  • 1Y12.0%
  • YTD-11.5%

In the last week, the Auto industry is up 3.2%, with Toyota Motor up 2.4%. In the last 12 months, the industry was up 12%. 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
Tue, 26 May 2026JP¥55.8tJP¥109.9tJP¥3.6t19.5x15.4x0.5x
Thu, 23 Apr 2026JP¥57.2tJP¥108.4tJP¥3.9t16.9x14.5x0.5x
Sat, 21 Mar 2026JP¥59.1tJP¥108.4tJP¥3.9t17.3x15x0.5x
Mon, 16 Feb 2026JP¥68.5tJP¥108.4tJP¥3.9t21x17.3x0.6x
Wed, 14 Jan 2026JP¥66.7tJP¥107.6tJP¥5.2t12.1x12.8x0.6x
Fri, 12 Dec 2025JP¥59.0tJP¥107.6tJP¥5.2t11.5x11.3x0.5x
Sun, 09 Nov 2025JP¥58.5tJP¥107.5tJP¥5.2t10.8x11.1x0.5x
Tue, 07 Oct 2025JP¥56.6tJP¥106.8tJP¥5.0t10.7x11.3x0.5x
Thu, 04 Sep 2025JP¥54.8tJP¥106.8tJP¥5.0t11.1x10.9x0.5x
Sat, 02 Aug 2025JP¥52.2tJP¥106.5tJP¥5.9t7.8x8.8x0.5x
Mon, 30 Jun 2025JP¥49.0tJP¥106.8tJP¥6.1t8.1x8.1x0.5x
Wed, 28 May 2025JP¥50.8tJP¥106.8tJP¥6.1t8.4x8.4x0.5x
Fri, 25 Apr 2025JP¥50.8tJP¥105.5tJP¥7.5t7.7x6.8x0.5x
Sun, 23 Mar 2025JP¥55.1tJP¥105.5tJP¥7.5t8.4x7.4x0.5x
Tue, 18 Feb 2025JP¥54.0tJP¥105.5tJP¥7.5t8.4x7.2x0.5x
Thu, 16 Jan 2025JP¥56.0tJP¥104.9tJP¥6.7t8.3x8.3x0.5x
Sat, 14 Dec 2024JP¥52.3tJP¥104.9tJP¥6.7t8.3x7.8x0.5x
Mon, 11 Nov 2024JP¥51.9tJP¥104.9tJP¥6.7t8.2x7.7x0.5x
Wed, 09 Oct 2024JP¥52.4tJP¥104.6tJP¥7.9t6.5x6.7x0.5x
Fri, 06 Sep 2024JP¥53.4tJP¥104.6tJP¥7.9t6.4x6.8x0.5x
Sun, 04 Aug 2024JP¥53.0tJP¥103.4tJP¥7.8t6.6x6.8x0.5x
Tue, 02 Jul 2024JP¥65.7tJP¥102.0tJP¥7.8t8x8.4x0.6x
Thu, 30 May 2024JP¥67.0tJP¥102.0tJP¥7.8t8x8.5x0.7x
Sat, 27 Apr 2024JP¥68.5tJP¥98.4tJP¥7.1t8.2x9.6x0.7x
Mon, 25 Mar 2024JP¥74.8tJP¥98.4tJP¥7.1t8.5x10.5x0.8x
Wed, 21 Feb 2024JP¥67.4tJP¥98.4tJP¥7.1t8.5x9.4x0.7x
Fri, 19 Jan 2024JP¥59.6tJP¥94.3tJP¥6.4t8.1x9.3x0.6x
Sun, 17 Dec 2023JP¥53.1tJP¥94.3tJP¥6.4t7.2x8.2x0.6x
Tue, 14 Nov 2023JP¥57.6tJP¥94.3tJP¥6.4t7.9x8.9x0.6x
Thu, 12 Oct 2023JP¥56.2tJP¥90.0tJP¥5.4t8.8x10.5x0.6x
Sat, 09 Sep 2023JP¥55.5tJP¥90.0tJP¥5.4t9x10.4x0.6x
Mon, 07 Aug 2023JP¥52.0tJP¥88.6tJP¥5.1t9x10.2x0.6x
Wed, 05 Jul 2023JP¥50.5tJP¥85.2tJP¥4.4t10.6x11.5x0.6x
Fri, 02 Jun 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 15.4x 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 6.5% 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 Market3.42%
Consumer Discretionary2.46%
Auto3.16%
Automobile Manufacturers3.34%
Motorcycle Manufacturers-4.75%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 21.0x.
    • Analysts are expecting annual earnings growth of 33.2%, 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 9.7x.
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
7203 Toyota MotorJP¥3.02k2.2%
+JP¥847.2b		14.5%PE10.2x
7267 Honda MotorJP¥1.41k4.8%
+JP¥251.1b		-0.4%PS0.3x
7269 Suzuki MotorJP¥1.92k6.1%
+JP¥214.1b		6.2%PE8.4x
7211 Mitsubishi MotorsJP¥402.5018.4%
+JP¥83.8b		-7.3%PE53.8x
7201 Nissan MotorJP¥379.806.4%
+JP¥79.4b		5.3%PS0.1x

Latest News

7222
JP¥1,059.00
Nissan Shatai
7D
7.0%
1Y
-2.0%
7203
JP¥3,022.00
Toyota Motor
7D
2.2%
1Y
14.5%
Narrative Update • May 25

7203: Fuel Cell Venture And Capital Returns Will Support Bullish Outlook

Analysts have nudged their price target on Toyota Motor lower from about ¥3,969 to roughly ¥3,827, reflecting slightly different assumptions on growth, margins and future P/E, while keeping the overall investment case intact. What's in the News Toyota issued consolidated earnings guidance for the full year ending March 31, 2027, targeting sales revenue of ¥51,000b, operating income of ¥3,000b, net income attributable to the company of ¥3,000b and basic EPS of ¥251.25.
7211
JP¥402.50
Mitsubishi Motors
7D
18.4%
1Y
-7.3%
7261
JP¥1,100.50
Mazda Motor
7D
3.1%
1Y
22.0%
7201
JP¥379.80
Nissan Motor
7D
6.4%
1Y
5.3%
7272
JP¥1,226.00
Yamaha Motor
7D
-2.0%
1Y
13.0%
7270
JP¥2,466.00
Subaru
7D
0.7%
1Y
-7.1%
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...
7269
JP¥1,921.00
Suzuki Motor
7D
6.1%
1Y
6.2%
Analysis Article • May 17

Results: Suzuki Motor Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

As you might know, Suzuki Motor Corporation ( TSE:7269 ) recently reported its yearly numbers. Revenues were JP¥6.3t...
7267
JP¥1,407.00
Honda Motor
7D
4.8%
1Y
-0.4%
Analysis Article • May 17

Honda Motor Co., Ltd. (TSE:7267) Annual Results: Here's What Analysts Are Forecasting For This Year

It's been a pretty great week for Honda Motor Co., Ltd. ( TSE:7267 ) shareholders, with its shares surging 13% to...