Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Auto Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies10
  • 7D2.9%
  • 3M-9.5%
  • 1Y11.7%
  • YTD-13.7%

Over the last 7 days, the Auto industry has dropped 2.3%, driven by a pullback from Nissan Shatai of 1.2%. This takes the industry's 12 month performance to a gain of 7.4%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026JP¥54.4tJP¥109.9tJP¥3.6t19.6x15x0.5x
Thu, 14 May 2026JP¥53.6tJP¥108.9tJP¥4.1t15.8x13x0.5x
Sat, 11 Apr 2026JP¥58.7tJP¥108.4tJP¥3.9t17.2x14.9x0.5x
Mon, 09 Mar 2026JP¥63.2tJP¥108.4tJP¥3.9t18.4x16x0.6x
Wed, 04 Feb 2026JP¥65.1tJP¥107.6tJP¥5.2t11.7x12.5x0.6x
Fri, 02 Jan 2026JP¥62.2tJP¥107.6tJP¥5.2t11.7x11.9x0.6x
Sun, 30 Nov 2025JP¥59.6tJP¥107.6tJP¥5.2t11.9x11.4x0.6x
Tue, 28 Oct 2025JP¥60.4tJP¥106.8tJP¥5.0t11.1x12x0.6x
Thu, 25 Sep 2025JP¥56.3tJP¥106.8tJP¥5.0t11x11.2x0.5x
Sat, 23 Aug 2025JP¥56.1tJP¥106.8tJP¥5.0t11.3x11.2x0.5x
Mon, 21 Jul 2025JP¥48.6tJP¥106.8tJP¥6.1t7.5x8x0.5x
Wed, 18 Jun 2025JP¥49.0tJP¥106.8tJP¥6.1t7.9x8.1x0.5x
Fri, 16 May 2025JP¥50.7tJP¥106.8tJP¥6.1t8.1x8.4x0.5x
Sun, 13 Apr 2025JP¥46.8tJP¥105.5tJP¥7.5t7.1x6.2x0.4x
Tue, 11 Mar 2025JP¥54.4tJP¥105.5tJP¥7.5t8.2x7.3x0.5x
Thu, 06 Feb 2025JP¥56.8tJP¥104.8tJP¥6.7t7.8x8.5x0.5x
Sat, 04 Jan 2025JP¥60.2tJP¥104.9tJP¥6.7t9.1x9x0.6x
Mon, 02 Dec 2024JP¥49.7tJP¥104.9tJP¥6.7t7.9x7.4x0.5x
Wed, 30 Oct 2024JP¥53.6tJP¥104.6tJP¥7.9t6.5x6.8x0.5x
Fri, 27 Sep 2024JP¥55.1tJP¥104.6tJP¥7.9t6.7x7x0.5x
Sun, 25 Aug 2024JP¥55.0tJP¥104.6tJP¥7.9t6.7x7x0.5x
Tue, 23 Jul 2024JP¥62.4tJP¥102.0tJP¥7.8t7.8x7.9x0.6x
Thu, 20 Jun 2024JP¥62.7tJP¥102.0tJP¥7.8t7.8x8x0.6x
Sat, 18 May 2024JP¥67.2tJP¥102.0tJP¥7.8t7.9x8.6x0.7x
Mon, 15 Apr 2024JP¥73.1tJP¥98.4tJP¥7.1t8.3x10.2x0.7x
Wed, 13 Mar 2024JP¥67.1tJP¥98.4tJP¥7.1t8x9.4x0.7x
Fri, 09 Feb 2024JP¥66.8tJP¥96.7tJP¥7.1t8.9x9.5x0.7x
Sun, 07 Jan 2024JP¥55.7tJP¥94.3tJP¥6.4t7.7x8.7x0.6x
Tue, 05 Dec 2023JP¥56.1tJP¥94.3tJP¥6.4t7.4x8.7x0.6x
Thu, 02 Nov 2023JP¥56.0tJP¥90.0tJP¥5.3t8.3x10.5x0.6x
Sat, 30 Sep 2023JP¥57.1tJP¥90.0tJP¥5.4t9.1x10.7x0.6x
Mon, 28 Aug 2023JP¥51.3tJP¥90.0tJP¥5.4t8.5x9.6x0.6x
Wed, 26 Jul 2023JP¥51.3tJP¥85.3tJP¥4.4t10.8x11.6x0.6x
Fri, 23 Jun 2023JP¥48.4tJP¥85.2tJP¥4.4t9.9x10.9x0.6x
Price to Earnings Ratio

10.9x


Total Market Cap: JP¥48.4tTotal 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 14.3x 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 Market4.16%
Consumer Discretionary1.45%
Auto2.89%
Automobile Manufacturers2.93%
Motorcycle Manufacturers0.94%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 21.7x.
    • Analysts are expecting annual earnings growth of 31.2%, 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 9.8x.
Forecasted Growth
  • Analysts are most optimistic on the Motorcycle Manufacturers industry, expecting annual earnings growth of 31% 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¥2.90k2.8%
+JP¥1.0t		13.6%PE9.8x
7269 Suzuki MotorJP¥1.93k4.2%
+JP¥151.4b		13.6%PE8.5x
7202 Isuzu MotorsJP¥2.29k6.0%
+JP¥89.7b		27.2%PE11.7x
7267 Honda MotorJP¥1.46k1.4%
+JP¥75.9b		1.6%PS0.3x
7270 SubaruJP¥2.57k3.0%
+JP¥53.7b		2.8%PE20.2x

Latest News

7203
JP¥2,902.50
Toyota Motor
7D
2.8%
1Y
13.6%
7267
JP¥1,458.00
Honda Motor
7D
1.4%
1Y
1.6%
7201
JP¥356.90
Nissan Motor
7D
4.4%
1Y
-0.4%
Narrative Update • Jun 11

7201: Restructuring And Battery Collaboration Are Expected To Support Recovery Potential

Analysts have slightly adjusted their price target for Nissan Motor to ¥587.86 from ¥594.35, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that indicate a modestly revised outlook for the stock. What's in the News Nissan subsidiary JATCO cancelled plans to produce electric vehicle powertrains in Sunderland in the UK and will instead supply electric drives to the Sunderland plant from Japan, citing weaker than expected European EV demand as part of a wider restructuring that includes cuts to the global BEV program, planned job reductions of 20,000 and the closure of seven plants by 2027.
7270
JP¥2,568.00
Subaru
7D
3.0%
1Y
2.8%
7261
JP¥1,182.50
Mazda Motor
7D
6.3%
1Y
39.0%
7272
JP¥1,232.00
Yamaha Motor
7D
0.9%
1Y
13.6%
Narrative Update • Jun 03

7272: Rider Safety Technology Will Support Margin Resilience And Bullish Case

Analysts have nudged their price target for Yamaha Motor higher from ¥1,400 to about ¥1,480, reflecting updated assumptions around discount rate, revenue growth, profit margin and forward P/E that slightly reframe the stock’s risk and earnings profile. What's in the News Yamaha Motor and Autoliv co-developed an airbag system for the Tricity 300 commuter scooter, aiming to bring advanced rider protection to a broader scooter segment.
7202
JP¥2,294.00
Isuzu Motors
7D
6.0%
1Y
27.2%
Narrative Update • Jun 03

7202: Autonomous Bus Rollout Will Support Attractive Future Returns

Analysts have adjusted Isuzu Motors' fair value estimate from ¥3,247 to ¥3,480, with the change linked to updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News TIER IV and Isuzu Motors announced the deployment of Level 4 autonomous buses based on the Isuzu ERGA electric and diesel platforms, using the NVIDIA DRIVE Hyperion computing platform.
7269
JP¥1,933.00
Suzuki Motor
7D
4.2%
1Y
13.6%
7222
JP¥964.00
Nissan Shatai
7D
-1.2%
1Y
-11.5%