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Japanese (NIKKEI) Transportation Industry Analysis

UpdatedAug 31, 2025
DataAggregated Company Financials
Companies47
  • 7D-0.8%
  • 3M13.0%
  • 1Y15.3%
  • YTD19.0%

The Transportation industry has stayed flat over the last week. As for the the longer term, the industry is up 15% over the past 12 months. In the next few years earnings are forecast to be pretty stable.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 31 Aug 2025JP¥20.3tJP¥18.8tJP¥1.8t12.9x11.2x1.1x
Tue, 29 Jul 2025JP¥18.5tJP¥18.6tJP¥1.8t11.8x10.3x1x
Thu, 26 Jun 2025JP¥18.2tJP¥18.6tJP¥1.8t11.2x10.1x1x
Sat, 24 May 2025JP¥18.1tJP¥18.6tJP¥1.8t10.5x10.1x1x
Mon, 21 Apr 2025JP¥18.4tJP¥17.9tJP¥1.7t10.3x10.6x1x
Wed, 19 Mar 2025JP¥18.4tJP¥17.9tJP¥1.7t11x10.6x1x
Fri, 14 Feb 2025JP¥17.4tJP¥17.8tJP¥1.7t10.7x10.1x1x
Sun, 12 Jan 2025JP¥17.0tJP¥17.8tJP¥1.7t10.6x10.2x1x
Tue, 10 Dec 2024JP¥17.7tJP¥17.8tJP¥1.7t10.7x10.6x1x
Thu, 07 Nov 2024JP¥18.2tJP¥17.6tJP¥1.6t11.7x11.4x1x
Sat, 05 Oct 2024JP¥17.6tJP¥17.3tJP¥1.6t11.3x11.3x1x
Mon, 02 Sep 2024JP¥17.5tJP¥17.3tJP¥1.6t12.1x11.2x1x
Wed, 31 Jul 2024JP¥17.6tJP¥17.0tJP¥1.5t13.8x12.1x1x
Fri, 28 Jun 2024JP¥17.3tJP¥17.0tJP¥1.5t13.9x11.9x1x
Sun, 26 May 2024JP¥17.8tJP¥17.0tJP¥1.5t12.9x12.2x1x
Tue, 23 Apr 2024JP¥18.1tJP¥16.7tJP¥1.3t13x14.1x1.1x
Thu, 21 Mar 2024JP¥19.7tJP¥16.7tJP¥1.3t13.2x15.3x1.2x
Sat, 17 Feb 2024JP¥18.9tJP¥16.7tJP¥1.3t12.9x14.7x1.1x
Mon, 15 Jan 2024JP¥19.2tJP¥16.6tJP¥1.2t13.6x16.4x1.2x
Wed, 13 Dec 2023JP¥18.4tJP¥16.6tJP¥1.2t13.5x15.8x1.1x
Fri, 10 Nov 2023JP¥17.7tJP¥16.6tJP¥1.2t12.9x14.2x1.1x
Sun, 08 Oct 2023JP¥17.6tJP¥16.3tJP¥1.1t12.5x16.5x1.1x
Tue, 05 Sep 2023JP¥18.9tJP¥16.3tJP¥1.1t13.1x17.7x1.2x
Thu, 03 Aug 2023JP¥18.2tJP¥16.0tJP¥1.0t13.7x17.7x1.1x
Sat, 01 Jul 2023JP¥18.2tJP¥15.7tJP¥951.9b14.5x19.1x1.2x
Mon, 29 May 2023JP¥17.8tJP¥15.4tJP¥944.5b14.1x18.8x1.2x
Wed, 26 Apr 2023JP¥17.3tJP¥14.8tJP¥746.4b12.7x23.2x1.2x
Fri, 24 Mar 2023JP¥15.8tJP¥14.8tJP¥746.8b12.4x21.2x1.1x
Sun, 19 Feb 2023JP¥15.4tJP¥14.8tJP¥740.5b12.8x20.8x1x
Tue, 17 Jan 2023JP¥16.0tJP¥16.0tJP¥750.8b11.1x21.3x1x
Thu, 15 Dec 2022JP¥17.1tJP¥16.0tJP¥751.0b11.7x22.8x1.1x
Sat, 12 Nov 2022JP¥16.9tJP¥15.7tJP¥627.5b12.1x26.9x1.1x
Mon, 10 Oct 2022JP¥17.7tJP¥15.1tJP¥385.4b12.2x45.9x1.2x
Wed, 07 Sep 2022JP¥16.5tJP¥15.1tJP¥385.5b11.7x42.9x1.1x
Price to Earnings Ratio

42.9x


Total Market Cap: JP¥16.5tTotal Earnings: JP¥385.5bTotal Revenue: JP¥15.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Transportation Industry Price to Earnings3Y Average 16.7x202320242025
Current Industry PE
  • Investors are pessimistic on the Japanese Transportation industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 11.2x which is lower than its 3-year average PE of 16.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 68% per year over the last three years.
  • Revenues for these companies have grown 7.5% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Japanese Industrials industry?

JP Market-0.73%
Industrials-0.021%
Transportation-0.82%
Trucking0.72%
Railroads-0.83%
Cargo Ground Transportation-1.00%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry, which is trading close to its 3-year average PE ratio of 14.7x.
    • Analysts are expecting annual earnings growth of 8.3%, which is higher than its past year's earnings growth of 3.7% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading close to its 3-year average of 10.3x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 8.3% over the next 5 years.
  • This is better than its past earnings growth rate of 3.7% per year.
  • In contrast, the Railroads industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
9024 Seibu HoldingsJP¥5.35k1.5%
+JP¥20.4b		70.4%PE5.4x
9041 Kintetsu Group HoldingsLtdJP¥2.96k1.1%
+JP¥6.4b		-12.7%PE12.6x
9044 Nankai Electric RailwayJP¥2.65k1.8%
+JP¥5.1b		12.2%PE12.5x
9003 Sotetsu HoldingsJP¥2.59k1.1%
+JP¥2.7b		6.4%PE12.9x
9048 Nagoya RailroadJP¥1.68k0.5%
+JP¥1.8b		-3.4%PE9.7x

Latest News

9051
JP¥1,586.00
Senkon Logistics
7D
19.5%
1Y
76.2%

Subdued Growth No Barrier To Senkon Logistics Co., Ltd. (TSE:9051) With Shares Advancing 32%

Aug 28
Subdued Growth No Barrier To Senkon Logistics Co., Ltd. (TSE:9051) With Shares Advancing 32%
9020
JP¥3,614.00
East Japan Railway
7D
-1.0%
1Y
29.0%

Tokyo Shinkansen Demand And Non-Rail Expansion Will Fuel Future Upside

East Japan Railway’s fair value estimate was revised upward, primarily reflecting a slight increase in its Future P/E multiple, with the consensus analyst price target rising from ¥3,498 to ¥3,572. What's in the News Board authorized a share buyback plan for up to 2,404,700 shares (0.21% of issued share capital) to support an employee stock compensation plan and maintain capital flexibility.
9005
JP¥1,860.50
Tokyu
7D
-3.1%
1Y
4.4%

Subdued Growth No Barrier To Tokyu Corporation's (TSE:9005) Price

Aug 26
Subdued Growth No Barrier To Tokyu Corporation's (TSE:9005) Price
9042
JP¥4,363.00
Hankyu Hanshin Holdings
7D
-2.0%
1Y
-2.4%

Here's Why Hankyu Hanshin Holdings (TSE:9042) Has A Meaningful Debt Burden

Aug 24
Here's Why Hankyu Hanshin Holdings (TSE:9042) Has A Meaningful Debt Burden
9072
JP¥3,184.00
NIKKON HoldingsLtd
7D
-3.2%
1Y
71.2%

NIKKON HoldingsLtd (TSE:9072) Will Pay A Dividend Of ¥37.00

Aug 23
NIKKON HoldingsLtd (TSE:9072) Will Pay A Dividend Of ¥37.00
9006
JP¥1,549.50
Keikyu
7D
-2.9%
1Y
34.1%

Keikyu (TSE:9006) Will Pay A Dividend Of ¥17.00

Aug 22
Keikyu (TSE:9006) Will Pay A Dividend Of ¥17.00
9003
JP¥2,593.00
Sotetsu Holdings
7D
1.1%
1Y
6.4%

Sotetsu Holdings (TSE:9003) Is Due To Pay A Dividend Of ¥30.00

Aug 22
Sotetsu Holdings (TSE:9003) Is Due To Pay A Dividend Of ¥30.00
9067
JP¥575.00
Maruwn
7D
6.1%
1Y
6.9%
9024
JP¥5,347.00
Seibu Holdings
7D
1.5%
1Y
70.4%

Seibu Holdings Inc.'s (TSE:9024) 27% Price Boost Is Out Of Tune With Revenues

Aug 14
Seibu Holdings Inc.'s (TSE:9024) 27% Price Boost Is Out Of Tune With Revenues
9022
JP¥3,923.00
Central Japan Railway
7D
-0.4%
1Y
16.1%
9048
JP¥1,683.50
Nagoya Railroad
7D
0.5%
1Y
-3.4%
9007
JP¥1,685.50
Odakyu Electric Railway
7D
-3.8%
1Y
-0.8%

Subdued Growth No Barrier To Odakyu Electric Railway Co., Ltd.'s (TSE:9007) Price

Aug 09
Subdued Growth No Barrier To Odakyu Electric Railway Co., Ltd.'s (TSE:9007) Price
9041
JP¥2,960.00
Kintetsu Group HoldingsLtd
7D
1.1%
1Y
-12.7%
9028
JP¥3,280.00
ZERO
7D
1.7%
1Y
52.7%
9023
JP¥1,711.00
Tokyo Metro
7D
-1.6%
1Y
n/a

Tokyo Metro Co., Ltd. Just Missed EPS By 5.5%: Here's What Analysts Think Will Happen Next

Aug 05
Tokyo Metro Co., Ltd. Just Missed EPS By 5.5%: Here's What Analysts Think Will Happen Next
9044
JP¥2,647.00
Nankai Electric Railway
7D
1.8%
1Y
12.2%