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Japanese (NIKKEI) Transportation Industry Analysis

UpdatedMay 01, 2024
DataAggregated Company Financials
Companies49
  • 7D-1.9%
  • 3M-2.8%
  • 1Y4.0%
  • YTD-1.1%

Over the last 7 days, the Transportation industry has dropped 1.9%, and Central Japan Railway contributed the most with a 1.7% decline. On the other hand West Japan Railway is actually up 7.8%. This takes the industry's 12 month performance to a gain of 4.0%. As for the next few years, earnings are expected to grow by 2.3% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 May 2024JP¥18.2tJP¥16.7tJP¥1.3t12.9x13.6x1.1x
Fri, 29 Mar 2024JP¥18.8tJP¥16.7tJP¥1.3t13.4x14.7x1.1x
Sun, 25 Feb 2024JP¥19.1tJP¥16.7tJP¥1.3t13x14.9x1.1x
Tue, 23 Jan 2024JP¥19.1tJP¥16.6tJP¥1.2t13.6x16.4x1.2x
Thu, 21 Dec 2023JP¥18.0tJP¥16.6tJP¥1.2t13.1x15.4x1.1x
Sat, 18 Nov 2023JP¥18.1tJP¥16.6tJP¥1.2t14x15.5x1.1x
Mon, 16 Oct 2023JP¥17.4tJP¥16.3tJP¥1.1t12.4x16.3x1.1x
Wed, 13 Sep 2023JP¥19.1tJP¥16.3tJP¥1.1t13x17.9x1.2x
Fri, 11 Aug 2023JP¥18.7tJP¥16.1tJP¥1.1t13x17.5x1.2x
Sun, 09 Jul 2023JP¥17.8tJP¥15.7tJP¥951.9b14.5x18.7x1.1x
Tue, 06 Jun 2023JP¥17.8tJP¥15.7tJP¥952.0b14.2x18.7x1.1x
Thu, 04 May 2023JP¥17.6tJP¥15.3tJP¥963.4b12.6x18.3x1.1x
Sat, 01 Apr 2023JP¥16.2tJP¥14.8tJP¥746.8b12.2x21.6x1.1x
Mon, 27 Feb 2023JP¥15.4tJP¥14.8tJP¥740.5b12.7x20.8x1x
Wed, 25 Jan 2023JP¥16.6tJP¥16.0tJP¥750.8b11.5x22.1x1x
Fri, 23 Dec 2022JP¥16.7tJP¥16.0tJP¥751.0b11.6x22.3x1x
Sun, 20 Nov 2022JP¥17.1tJP¥16.0tJP¥751.0b11.7x22.7x1.1x
Tue, 18 Oct 2022JP¥17.9tJP¥15.1tJP¥385.4b12.1x46.4x1.2x
Thu, 15 Sep 2022JP¥17.5tJP¥15.1tJP¥385.5b12.2x45.3x1.2x
Sat, 13 Aug 2022JP¥17.0tJP¥15.1tJP¥384.4b12.2x44.2x1.1x
Mon, 11 Jul 2022JP¥16.9tJP¥17.4tJP¥132.9b11.7x126.9x1x
Wed, 08 Jun 2022JP¥17.4tJP¥17.4tJP¥132.9b11.5x130.9x1x
Fri, 06 May 2022JP¥17.4tJP¥17.3t-JP¥9,217,000,000.0010.5x-1882.6x1x
Sun, 03 Apr 2022JP¥17.2tJP¥17.2t-JP¥399,638,000,000.0010.5x-42.9x1x
Tue, 01 Mar 2022JP¥17.3tJP¥19.4t-JP¥335,994,000,000.0010.1x-51.4x0.9x
Thu, 27 Jan 2022JP¥16.8tJP¥19.1t-JP¥626,989,000,000.009.4x-26.7x0.9x
Sat, 25 Dec 2021JP¥16.5tJP¥16.9t-JP¥690,651,000,000.009.8x-23.9x1x
Mon, 22 Nov 2021JP¥17.3tJP¥16.9t-JP¥690,651,000,000.0010x-25x1x
Wed, 20 Oct 2021JP¥17.7tJP¥16.7t-JP¥860,130,000,000.0010.6x-20.5x1.1x
Fri, 17 Sep 2021JP¥17.6tJP¥16.7t-JP¥860,498,000,000.0011.3x-20.4x1.1x
Sun, 15 Aug 2021JP¥17.4tJP¥16.7t-JP¥860,498,000,000.0010.9x-20.2x1x
Thu, 10 Jun 2021JP¥18.0tJP¥16.2t-JP¥1,262,736,000,000.0011.4x-14.3x1.1x
Price to Earnings Ratio

-14.2x


Total Market Cap: JP¥17.9tTotal Earnings: -JP¥1,263,206,000,000.00Total Revenue: JP¥16.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Transportation Industry Price to Earnings3Y Average 12.9x202220232024
Current Industry PE
  • Investors are relatively neutral on the Japanese Transportation 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 12.9x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • Total earnings for the Transportation industry have gone up over the last three years, and the industry is now profitable.
  • Revenues have remained mostly flat. This means that the industry has become more efficient since profits are increasing while sales have been flat.

Industry Trends

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

JP Market2.54%
Industrials4.50%
Transportation-1.88%
Trucking1.26%
Cargo Ground Transportation1.10%
Railroads-2.13%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 12.2x.
    • Analysts are expecting annual earnings growth of 11.5%, which is higher than its past year's earnings growth of 5.0% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 11.7x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 12% over the next 5 years.
  • This is better than its past earnings growth rate of 5.0% per year.
  • In contrast, the Trucking industry is expected to see its earnings decline by 28% 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
9021 West Japan RailwayJP¥3.25k7.8%
+JP¥114.9b
9.3%PE16x
9020 East Japan RailwayJP¥2.99k2.5%
+JP¥84.5b
14.2%PE17.2x
9055 Alps LogisticsJP¥3.30k2.5%
+JP¥2.8b
163.6%PE31.9x
9619 Ichinen HoldingsLtdJP¥1.79k6.4%
+JP¥2.6b
30.8%PE3.7x
9099 Chilled & Frozen Logistics HoldingsJP¥3.32k3.4%
+JP¥2.4b
147.9%PE21.5x
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Latest News

9020

JP¥2,994.50

East Japan Railway

7D

2.5%

1Y

14.2%

9021

JP¥3,250.00

West Japan Railway

7D

7.8%

1Y

9.3%

9022

JP¥3,594.00

Central Japan Railway

7D

-1.7%

1Y

5.9%

9001

JP¥2,993.00

Tobu Railway

7D

-7.5%

1Y

-13.5%

9044

JP¥2,715.00

Nankai Electric Railway

7D

-10.7%

1Y

-14.9%

9619

JP¥1,786.00

Ichinen HoldingsLtd

7D

6.4%

1Y

30.8%

9009

JP¥5,890.00

Keisei Electric Railway

7D

-1.6%

1Y

17.1%

9024

JP¥2,436.00

Seibu Holdings

7D

-3.8%

1Y

55.0%

9039

JP¥2,803.00

Sakai Moving ServiceLtd

7D

1.9%

1Y

18.3%