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Japanese (NIKKEI) Transportation Industry Analysis

UpdatedJan 13, 2026
DataAggregated Company Financials
Companies47
  • 7D-0.2%
  • 3M4.3%
  • 1Y27.7%
  • YTD0.3%

In the last week, the Transportation industry is flat overall, with Seibu Holdings standing out by going down 4.6%. As for the the longer term, the industry is up 28% 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
Tue, 13 Jan 2026JP¥21.1tJP¥19.1tJP¥1.8t12.3x11.5x1.1x
Thu, 11 Dec 2025JP¥20.8tJP¥19.1tJP¥1.8t11.8x11.3x1.1x
Sat, 08 Nov 2025JP¥20.2tJP¥19.0tJP¥1.9t12.6x10.8x1.1x
Mon, 06 Oct 2025JP¥20.4tJP¥18.8tJP¥1.8t12.9x11.2x1.1x
Wed, 03 Sep 2025JP¥20.6tJP¥18.8tJP¥1.8t13x11.3x1.1x
Fri, 01 Aug 2025JP¥18.8tJP¥18.6tJP¥1.8t11.9x10.3x1x
Sun, 29 Jun 2025JP¥18.4tJP¥18.6tJP¥1.8t11.2x10.3x1x
Tue, 27 May 2025JP¥18.3tJP¥18.6tJP¥1.8t10.5x10.2x1x
Thu, 24 Apr 2025JP¥18.8tJP¥17.9tJP¥1.7t10.5x10.8x1x
Sat, 22 Mar 2025JP¥18.4tJP¥17.9tJP¥1.7t11x10.6x1x
Mon, 17 Feb 2025JP¥17.3tJP¥17.9tJP¥1.7t10.5x10x1x
Wed, 15 Jan 2025JP¥16.8tJP¥17.2tJP¥1.6t10.2x10.6x1x
Fri, 13 Dec 2024JP¥17.7tJP¥17.8tJP¥1.7t10.7x10.6x1x
Sun, 10 Nov 2024JP¥18.5tJP¥17.7tJP¥1.7t11.2x11.1x1x
Tue, 08 Oct 2024JP¥17.8tJP¥17.3tJP¥1.6t11.3x11.3x1x
Thu, 05 Sep 2024JP¥17.5tJP¥17.3tJP¥1.6t12.1x11.2x1x
Sat, 03 Aug 2024JP¥16.6tJP¥17.1tJP¥1.5t12.7x10.9x1x
Mon, 01 Jul 2024JP¥17.4tJP¥17.0tJP¥1.5t13.8x12x1x
Wed, 29 May 2024JP¥18.0tJP¥17.0tJP¥1.5t12.9x12.4x1.1x
Fri, 26 Apr 2024JP¥18.2tJP¥16.7tJP¥1.3t13.1x14.1x1.1x
Sun, 24 Mar 2024JP¥19.7tJP¥16.7tJP¥1.3t13.8x15.3x1.2x
Tue, 20 Feb 2024JP¥19.2tJP¥16.7tJP¥1.3t12.9x14.9x1.1x
Thu, 18 Jan 2024JP¥19.2tJP¥16.6tJP¥1.2t13.5x16.4x1.2x
Sat, 16 Dec 2023JP¥18.4tJP¥16.6tJP¥1.2t13.2x15.8x1.1x
Mon, 13 Nov 2023JP¥17.8tJP¥16.6tJP¥1.2t13.5x14.7x1.1x
Wed, 11 Oct 2023JP¥17.7tJP¥16.3tJP¥1.1t12.6x16.6x1.1x
Fri, 08 Sep 2023JP¥19.3tJP¥16.3tJP¥1.1t13x18x1.2x
Sun, 06 Aug 2023JP¥17.9tJP¥16.0tJP¥1.0t13.6x17.2x1.1x
Tue, 04 Jul 2023JP¥18.2tJP¥15.7tJP¥951.9b14.5x19.1x1.2x
Thu, 01 Jun 2023JP¥17.5tJP¥15.4tJP¥944.5b14.1x18.5x1.1x
Sat, 29 Apr 2023JP¥17.4tJP¥14.9tJP¥824.8b12.6x21.1x1.2x
Mon, 27 Mar 2023JP¥15.8tJP¥14.8tJP¥746.8b12.4x21.2x1.1x
Wed, 22 Feb 2023JP¥15.5tJP¥14.8tJP¥740.5b12.8x21x1.1x
Fri, 20 Jan 2023JP¥16.2tJP¥16.0tJP¥750.8b11.4x21.6x1x
Price to Earnings Ratio

21.6x


Total Market Cap: JP¥16.2tTotal Earnings: JP¥750.8bTotal Revenue: JP¥16.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Transportation Industry Price to Earnings3Y Average 13.9x202420252026
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 11.5x which is lower than its 3-year average PE of 13.9x.
  • 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 35% per year over the last three years.
  • Revenues for these companies have grown 6.0% 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-0.30%
Industrials-0.085%
Transportation-0.20%
Trucking0.23%
Cargo Ground Transportation0.15%
Railroads-0.23%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 14.9x.
    • Analysts are expecting annual earnings growth of 7.8%, which is lower than the prior year's growth of 9.5% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading close to its 3-year average of 10.2x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 7.8% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • 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
9022 Central Japan RailwayJP¥4.41k0.9%
+JP¥36.4b		57.9%PE8.1x
9020 East Japan RailwayJP¥4.20k0.4%
+JP¥16.9b		57.0%PE20.5x
9041 Kintetsu Group HoldingsLtdJP¥3.18k2.4%
+JP¥14.3b		-0.2%PE12.4x
9009 Keisei Electric RailwayJP¥1.31k1.5%
+JP¥9.4b		-7.6%PE8.8x
9072 NIKKON HoldingsLtdJP¥3.51k1.4%
+JP¥5.7b		74.4%PE24.2x

Latest News

9024
JP¥4,236.00
Seibu Holdings
7D
-4.6%
1Y
32.3%

Returns on Capital Paint A Bright Future For Seibu Holdings (TSE:9024)

Jan 11
Returns on Capital Paint A Bright Future For Seibu Holdings (TSE:9024)
9072
JP¥3,508.00
NIKKON HoldingsLtd
7D
1.4%
1Y
74.4%

NIKKON HoldingsLtd (TSE:9072) Seems To Use Debt Quite Sensibly

Jan 09
NIKKON HoldingsLtd (TSE:9072) Seems To Use Debt Quite Sensibly
9075
JP¥4,720.00
Fukuyama Transporting
7D
3.2%
1Y
31.8%

Does Fukuyama Transporting (TSE:9075) Have A Healthy Balance Sheet?

Jan 09
Does Fukuyama Transporting (TSE:9075) Have A Healthy Balance Sheet?
9020
JP¥4,200.00
East Japan Railway
7D
0.4%
1Y
57.0%

9020: Upgraded Guidance And Dividend Outlook Will Support Further Upside

Analysts have lifted their price target on East Japan Railway from ¥4,700 to ¥5,300, citing updated assumptions around revenue growth, profit margins, a slightly lower discount rate, and a modestly higher future P/E multiple. What's in the News East Japan Railway revised earnings guidance for the fiscal year ending March 31, 2026, now expecting operating revenues of ¥3,058,000m, operating income of ¥405,000m, profit attributable to owners of parent of ¥237,000m, and basic EPS of ¥209.98, compared with prior guidance of operating revenues of ¥3,023,000m, operating income of ¥387,000m, profit attributable to owners of parent of ¥227,000m, and basic EPS of ¥200.66 (Corporate guidance).
9009
JP¥1,310.00
Keisei Electric Railway
7D
1.5%
1Y
-7.6%

Keisei Electric Railway Co., Ltd.'s (TSE:9009) Share Price Is Matching Sentiment Around Its Earnings

Jan 07
Keisei Electric Railway Co., Ltd.'s (TSE:9009) Share Price Is Matching Sentiment Around Its Earnings
9008
JP¥4,061.00
Keio
7D
-1.1%
1Y
11.3%

The Return Trends At Keio (TSE:9008) Look Promising

Jan 07
The Return Trends At Keio (TSE:9008) Look Promising
9005
JP¥1,817.00
Tokyu
7D
-1.0%
1Y
8.0%

Lacklustre Performance Is Driving Tokyu Corporation's (TSE:9005) Low P/E

Jan 06
Lacklustre Performance Is Driving Tokyu Corporation's (TSE:9005) Low P/E
9041
JP¥3,183.00
Kintetsu Group HoldingsLtd
7D
2.4%
1Y
-0.2%

Is Kintetsu Group HoldingsLtd (TSE:9041) Using Too Much Debt?

Jan 05
Is Kintetsu Group HoldingsLtd (TSE:9041) Using Too Much Debt?
9007
JP¥1,708.00
Odakyu Electric Railway
7D
-0.8%
1Y
22.2%

Odakyu Electric Railway (TSE:9007) Shareholders Will Want The ROCE Trajectory To Continue

Dec 29
Odakyu Electric Railway (TSE:9007) Shareholders Will Want The ROCE Trajectory To Continue
9068
JP¥8,460.00
Maruzen Showa Unyu
7D
-4.6%
1Y
50.5%

Maruzen Showa Unyu Co., Ltd.'s (TSE:9068) Price In Tune With Earnings

Dec 19
Maruzen Showa Unyu Co., Ltd.'s (TSE:9068) Price In Tune With Earnings
9006
JP¥1,557.50
Keikyu
7D
-0.4%
1Y
24.5%

Keikyu (TSE:9006) Is Due To Pay A Dividend Of ¥23.00

Dec 10
Keikyu (TSE:9006) Is Due To Pay A Dividend Of ¥23.00
9023
JP¥1,598.00
Tokyo Metro
7D
-0.7%
1Y
-4.1%
9076
JP¥2,418.50
Seino Holdings
7D
0.6%
1Y
4.8%

Seino Holdings (TSE:9076) Has Announced A Dividend Of ¥59.00

Dec 07
Seino Holdings (TSE:9076) Has Announced A Dividend Of ¥59.00
9044
JP¥3,041.00
Nankai Electric Railway
7D
0.9%
1Y
27.1%

Nankai Electric Railway (TSE:9044) Is Due To Pay A Dividend Of ¥25.00

Dec 07
Nankai Electric Railway (TSE:9044) Is Due To Pay A Dividend Of ¥25.00
9021
JP¥3,118.00
West Japan Railway
7D
-0.1%
1Y
16.5%
9022
JP¥4,409.00
Central Japan Railway
7D
0.9%
1Y
57.9%