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Japanese (NIKKEI) Auto Industry Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies10
  • 7D-3.4%
  • 3M12.8%
  • 1Y27.9%
  • YTD4.9%

The Auto industry is up 1.7% in the last week, with Yamaha Motor up 4.1%. In the last 12 months, the industry was up 33%. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Feb 2026JP¥66.1tJP¥108.4tJP¥3.9t20.4x16.8x0.6x
Mon, 19 Jan 2026JP¥67.4tJP¥107.6tJP¥5.2t12.4x12.9x0.6x
Wed, 17 Dec 2025JP¥62.2tJP¥107.6tJP¥5.2t11.7x11.9x0.6x
Fri, 14 Nov 2025JP¥60.1tJP¥107.6tJP¥5.2t12x11.5x0.6x
Sun, 12 Oct 2025JP¥55.4tJP¥106.8tJP¥5.0t10.7x11x0.5x
Tue, 09 Sep 2025JP¥56.8tJP¥106.8tJP¥5.0t11.3x11.3x0.5x
Thu, 07 Aug 2025JP¥52.0tJP¥106.4tJP¥5.8t9.8x9x0.5x
Sat, 05 Jul 2025JP¥48.2tJP¥106.8tJP¥6.1t7.7x8x0.5x
Mon, 02 Jun 2025JP¥52.9tJP¥106.8tJP¥6.1t8.6x8.7x0.5x
Wed, 30 Apr 2025JP¥52.8tJP¥105.5tJP¥7.5t7.8x7x0.5x
Fri, 28 Mar 2025JP¥55.8tJP¥105.5tJP¥7.5t8.5x7.5x0.5x
Sun, 23 Feb 2025JP¥52.9tJP¥105.5tJP¥7.5t8.2x7.1x0.5x
Tue, 21 Jan 2025JP¥55.6tJP¥104.9tJP¥6.7t8.4x8.3x0.5x
Thu, 19 Dec 2024JP¥52.8tJP¥104.9tJP¥6.7t8.4x7.9x0.5x
Sat, 16 Nov 2024JP¥52.5tJP¥104.9tJP¥6.7t8.3x7.8x0.5x
Mon, 14 Oct 2024JP¥52.3tJP¥104.6tJP¥7.9t6.5x6.6x0.5x
Wed, 11 Sep 2024JP¥51.1tJP¥104.6tJP¥7.9t6.2x6.5x0.5x
Fri, 09 Aug 2024JP¥50.4tJP¥103.8tJP¥7.8t6.2x6.4x0.5x
Sun, 07 Jul 2024JP¥66.2tJP¥102.0tJP¥7.8t8.2x8.4x0.6x
Tue, 04 Jun 2024JP¥66.7tJP¥102.0tJP¥7.8t8.1x8.5x0.7x
Thu, 02 May 2024JP¥70.3tJP¥98.4tJP¥7.1t8.2x9.8x0.7x
Sat, 30 Mar 2024JP¥73.3tJP¥98.4tJP¥7.1t8.4x10.3x0.7x
Mon, 26 Feb 2024JP¥68.9tJP¥98.4tJP¥7.1t8.6x9.6x0.7x
Wed, 24 Jan 2024JP¥60.7tJP¥94.3tJP¥6.4t8.2x9.4x0.6x
Fri, 22 Dec 2023JP¥52.7tJP¥94.3tJP¥6.4t7.2x8.2x0.6x
Sun, 19 Nov 2023JP¥59.2tJP¥94.3tJP¥6.4t8x9.2x0.6x
Tue, 17 Oct 2023JP¥56.6tJP¥90.0tJP¥5.4t8.7x10.6x0.6x
Thu, 14 Sep 2023JP¥57.4tJP¥90.0tJP¥5.4t9.1x10.7x0.6x
Sat, 12 Aug 2023JP¥52.1tJP¥90.0tJP¥5.4t8.7x9.7x0.6x
Mon, 10 Jul 2023JP¥49.7tJP¥85.2tJP¥4.4t10.2x11.3x0.6x
Wed, 07 Jun 2023JP¥45.5tJP¥85.2tJP¥4.4t9.7x10.2x0.5x
Fri, 05 May 2023JP¥41.4tJP¥81.4tJP¥4.3t9.4x9.7x0.5x
Sun, 02 Apr 2023JP¥41.4tJP¥81.4tJP¥4.3t9.2x9.7x0.5x
Tue, 28 Feb 2023JP¥41.4tJP¥81.4tJP¥4.3t9.5x9.7x0.5x
Price to Earnings Ratio

9.7x


Total Market Cap: JP¥41.4tTotal Earnings: JP¥4.3tTotal Revenue: JP¥81.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Auto Industry Price to Earnings3Y Average 9.3x202420252026
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 17.3x which is higher than its 3-year average PE of 9.3x.
  • 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-0.13%
Consumer Discretionary-1.27%
Auto-3.41%
Motorcycle Manufacturers4.05%
Automobile Manufacturers-3.54%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 15.6x.
    • Analysts are expecting annual earnings growth of 35.0%, 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 9.3x.
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 11% 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¥1.23k4.1%
+JP¥46.5b		-0.4%PE74.2x

Latest News

7272
JP¥1,233.00
Yamaha Motor
7D
4.1%
1Y
-0.4%

7272: Higher Future Margins And Dividend Policy Will Support Bullish Outlook

Analysts have raised their price target on Yamaha Motor from ¥1,400 to about ¥1,460, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What's in the News Board meeting scheduled for March 25, 2026, to consider details of a disposal of treasury shares, which could affect the share count and capital structure.
7267
JP¥1,543.00
Honda Motor
7D
-3.6%
1Y
11.8%

7267: Higher Future P E Assumptions Will Outrun Compressed Profit Margins

Analysts have adjusted their price target on Honda Motor to ¥1,300 from ¥1,400, reflecting updated assumptions for higher revenue growth, a lower discount rate, compressed profit margins and a higher expected future P/E. What's in the News Honda revised consolidated earnings guidance for the year ending March 31, 2026, now expecting net sales of ¥21,100,000m, operating profit of ¥550,000m, profit for the year of ¥360,000m, profit attributable to owners of parent of ¥300,000m and basic earnings per share of ¥75.05 (company guidance).
7203
JP¥3,635.00
Toyota Motor
7D
-3.7%
1Y
34.3%
7202
JP¥2,755.00
Isuzu Motors
7D
-2.2%
1Y
38.6%

7202: Future Earnings Will Reflect Capital Reduction Plans And Ongoing Share Repurchases

Analysts have raised their price target for Isuzu Motors to ¥2,619 from ¥2,342, based on updated assumptions that include the current fair value estimate, discount rate, revenue growth, profit margin, and future P/E. What's in the News Isuzu Motors issued consolidated earnings guidance for the fiscal year ending March 31, 2026, targeting revenue of ¥3,300,000 million, operating profit of ¥210,000 million, profit attributable to owners of parent of ¥130,000 million, and basic EPS of ¥186.16.
7261
JP¥1,342.00
Mazda Motor
7D
-1.5%
1Y
32.3%
7201
JP¥445.00
Nissan Motor
7D
-0.4%
1Y
-3.0%
7269
JP¥2,294.00
Suzuki Motor
7D
-3.7%
1Y
22.0%

Suzuki Motor's (TSE:7269) Promising Earnings May Rest On Soft Foundations

Feb 13
Suzuki Motor's (TSE:7269) Promising Earnings May Rest On Soft Foundations
7270
JP¥3,021.00
Subaru
7D
-4.5%
1Y
10.3%
7211
JP¥434.70
Mitsubishi Motors
7D
-2.1%
1Y
3.5%

Mitsubishi Motors (TSE:7211) Has Announced A Dividend Of ¥5.00

Feb 12
Mitsubishi Motors (TSE:7211) Has Announced A Dividend Of ¥5.00