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Japanese (NIKKEI) Auto Industry Analysis

UpdatedAug 07, 2026
DataAggregated Company Financials
Companies10
  • 7D-4.0%
  • 3M7.3%
  • 1Y10.9%
  • YTD-9.9%

Over the last 7 days, the Auto industry has dropped 4.0%, driven by Toyota Motor declining 4.6%. On the other hand Yamaha Motor is actually up 35%. In the past year, the industry has gained 11%. Earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 07 Aug 2026JP¥53.2tJP¥112.9tJP¥4.9t12.4x11x0.5x
Sun, 05 Jul 2026JP¥50.6tJP¥109.9tJP¥3.6t19.3x13.9x0.5x
Tue, 02 Jun 2026JP¥56.5tJP¥109.9tJP¥3.6t19.9x15.5x0.5x
Thu, 30 Apr 2026JP¥55.9tJP¥108.4tJP¥3.9t16.4x14.2x0.5x
Sat, 28 Mar 2026JP¥60.4tJP¥108.4tJP¥3.9t17.5x15.3x0.6x
Mon, 23 Feb 2026JP¥66.1tJP¥108.4tJP¥3.9t20.4x16.8x0.6x
Wed, 21 Jan 2026JP¥65.2tJP¥107.6tJP¥5.2t12x12.5x0.6x
Fri, 19 Dec 2025JP¥62.4tJP¥107.6tJP¥5.2t11.7x11.9x0.6x
Sun, 16 Nov 2025JP¥60.0tJP¥107.6tJP¥5.2t12.2x11.5x0.6x
Tue, 14 Oct 2025JP¥55.4tJP¥106.8tJP¥5.0t10.7x11x0.5x
Thu, 11 Sep 2025JP¥55.9tJP¥106.8tJP¥5.0t11.2x11.1x0.5x
Sat, 09 Aug 2025JP¥53.1tJP¥106.8tJP¥5.0t10.1x10.6x0.5x
Mon, 07 Jul 2025JP¥48.2tJP¥106.8tJP¥6.1t7.7x8x0.5x
Wed, 04 Jun 2025JP¥51.1tJP¥106.8tJP¥6.1t8.1x8.4x0.5x
Fri, 02 May 2025JP¥52.5tJP¥105.5tJP¥7.5t8x7x0.5x
Sun, 30 Mar 2025JP¥52.4tJP¥105.5tJP¥7.5t8.2x7x0.5x
Tue, 25 Feb 2025JP¥52.9tJP¥105.5tJP¥7.5t8.2x7.1x0.5x
Thu, 23 Jan 2025JP¥56.4tJP¥104.9tJP¥6.7t8.4x8.4x0.5x
Sat, 21 Dec 2024JP¥53.3tJP¥104.9tJP¥6.7t8.5x7.9x0.5x
Mon, 18 Nov 2024JP¥52.5tJP¥104.9tJP¥6.7t8.3x7.8x0.5x
Wed, 16 Oct 2024JP¥51.4tJP¥104.6tJP¥7.9t6.4x6.5x0.5x
Fri, 13 Sep 2024JP¥51.3tJP¥104.6tJP¥7.9t6.2x6.5x0.5x
Sun, 11 Aug 2024JP¥50.3tJP¥103.8tJP¥7.8t6.2x6.4x0.5x
Tue, 09 Jul 2024JP¥65.5tJP¥102.0tJP¥7.8t8.2x8.4x0.6x
Thu, 06 Jun 2024JP¥64.1tJP¥102.0tJP¥7.8t7.7x8.2x0.6x
Sat, 04 May 2024JP¥69.8tJP¥98.4tJP¥7.1t8.1x9.8x0.7x
Mon, 01 Apr 2024JP¥73.3tJP¥98.4tJP¥7.1t8.4x10.3x0.7x
Wed, 28 Feb 2024JP¥69.6tJP¥98.4tJP¥7.1t8.5x9.7x0.7x
Fri, 26 Jan 2024JP¥60.2tJP¥94.3tJP¥6.4t8.1x9.3x0.6x
Sun, 24 Dec 2023JP¥52.5tJP¥94.3tJP¥6.4t7.3x8.2x0.6x
Tue, 21 Nov 2023JP¥57.0tJP¥94.3tJP¥6.4t7.7x8.9x0.6x
Thu, 19 Oct 2023JP¥56.5tJP¥90.0tJP¥5.4t8.8x10.6x0.6x
Sat, 16 Sep 2023JP¥58.5tJP¥90.0tJP¥5.4t9.3x10.9x0.6x
Mon, 14 Aug 2023JP¥52.1tJP¥90.0tJP¥5.4t8.7x9.7x0.6x
Price to Earnings Ratio

9.7x


Total Market Cap: JP¥52.1tTotal Earnings: JP¥5.4tTotal Revenue: JP¥90.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Auto Industry Price to Earnings3Y Average 10x202420252026
Current Industry PE
  • Investors are relatively neutral on the Japanese Auto industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 10.0x.
  • 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 3.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.9% 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 Market2.77%
Consumer Discretionary-0.93%
Auto-3.98%
Motorcycle Manufacturers34.77%
Automobile Manufacturers-4.95%
Industry PE
  • Investors are most optimistic about the Motorcycle Manufacturers industry, which is trading close to its 3-year average PE ratio of 23.5x.
    • Analysts are expecting annual earnings growth of 18.5%, which is lower than the prior year's growth of 60.0% per year.
  • Investors are most pessimistic about the Automobile Manufacturers industry, which is trading close to its 3-year average of 9.9x.
Forecasted Growth
  • Analysts are most optimistic on the Motorcycle Manufacturers industry, expecting annual earnings growth of 19% over the next 5 years.
  • However this is lower than its past earnings growth rate of 60% per year.
  • In contrast, the Automobile Manufacturers industry is expected to see its earnings grow by 9.9% 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¥1.87k34.8%
+JP¥469.1b		77.1%PE23.6x

Latest News

7267
JP¥1,674.50
Honda Motor
7D
3.0%
1Y
4.2%
7272
JP¥1,845.00
Yamaha Motor
7D
37.4%
1Y
70.8%
7269
JP¥1,967.50
Suzuki Motor
7D
-5.7%
1Y
9.2%
7270
JP¥2,558.00
Subaru
7D
-5.8%
1Y
-15.6%
7203
JP¥2,976.00
Toyota Motor
7D
-3.0%
1Y
7.3%
Narrative Update • Aug 06

7203: Share Buyback And Fuel Cell JV Will Support Long Term Earnings Power

Analysts have trimmed their price target for Toyota Motor to ¥4,403 from ¥4,500, reflecting updated assumptions around revenue growth, profit margins and a lower future P/E multiple in their valuation work. What’s in the News for Toyota Motor Toyota Motor reported fiscal first quarter 2027 net income of ¥1.48 trillion, described in news reports as a roughly 76% jump, with support from a weaker yen, financial income and vehicle demand in markets including the U.S. and India.
7202
JP¥2,307.00
Isuzu Motors
7D
-4.0%
1Y
20.3%
Analysis Article • Aug 05

Analysts Have Made A Financial Statement On Isuzu Motors Limited's (TSE:7202) First-Quarter Report

Shareholders might have noticed that Isuzu Motors Limited ( TSE:7202 ) filed its quarterly result this time last week...
7211
JP¥348.90
Mitsubishi Motors
7D
-5.2%
1Y
-14.1%
Narrative Update • Aug 05

7211: 2029 Margin Goals And EV Expansion Plans Will Support Balanced Outlook

The analyst price target for Mitsubishi Motors has been revised from ¥390 to approximately ¥369. Analysts attribute this change to updated fair value estimates based on adjusted assumptions for revenue growth, profit margins, and future P/E levels.
7201
JP¥341.20
Nissan Motor
7D
1.5%
1Y
2.6%
Narrative Update • Aug 05

7201: Cost Discipline Turnaround And China Pivot Will Shape Outlook

The analyst price target for Nissan Motor has been revised from ¥412.35 to ¥397.29 as analysts factor in a higher discount rate alongside updated assumptions for revenue growth, profit margins and future P/E levels. What’s in the News for Nissan Motor Nissan Motor reported its first quarterly net profit in two years for Q1 of fiscal 2026, supported by cost savings and efficiency gains under the Re:Nissan turnaround program.
7261
JP¥1,168.00
Mazda Motor
7D
-0.7%
1Y
20.2%
7222
JP¥943.00
Nissan Shatai
7D
-2.6%
1Y
-16.3%