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Japanese (NIKKEI) Transportation Industry Analysis

UpdatedDec 16, 2025
DataAggregated Company Financials
Companies47
  • 7D2.7%
  • 3M0.9%
  • 1Y25.8%
  • YTD24.6%

Over the last 7 days, the Transportation industry has risen 2.1%, driven by gains from East Japan Railway of 6.6%. This takes the industry's 12 month performance to a gain of 21%. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Dec 2025JP¥21.2tJP¥19.1tJP¥1.8t12x11.5x1.1x
Thu, 13 Nov 2025JP¥20.1tJP¥19.0tJP¥1.9t12.6x10.8x1.1x
Sat, 11 Oct 2025JP¥20.3tJP¥18.8tJP¥1.8t12.6x11.1x1.1x
Mon, 08 Sep 2025JP¥20.8tJP¥18.8tJP¥1.8t13.1x11.4x1.1x
Wed, 06 Aug 2025JP¥19.4tJP¥18.7tJP¥1.8t12.3x10.6x1x
Fri, 04 Jul 2025JP¥18.5tJP¥18.6tJP¥1.8t11.2x10.3x1x
Sun, 01 Jun 2025JP¥18.2tJP¥18.6tJP¥1.8t10.7x10.1x1x
Tue, 29 Apr 2025JP¥18.2tJP¥17.9tJP¥1.7t10.3x10.5x1x
Thu, 27 Mar 2025JP¥18.3tJP¥17.9tJP¥1.7t10.9x10.6x1x
Sat, 22 Feb 2025JP¥17.4tJP¥17.9tJP¥1.7t10.2x10x1x
Mon, 20 Jan 2025JP¥16.7tJP¥17.7tJP¥1.7t10.4x10.1x0.9x
Wed, 18 Dec 2024JP¥17.1tJP¥17.7tJP¥1.7t10.2x10.3x1x
Fri, 15 Nov 2024JP¥18.2tJP¥17.7tJP¥1.7t11x10.9x1x
Sun, 13 Oct 2024JP¥17.4tJP¥17.1tJP¥1.6t11.1x11.1x1x
Tue, 10 Sep 2024JP¥17.6tJP¥17.3tJP¥1.6t12x11.2x1x
Thu, 08 Aug 2024JP¥16.4tJP¥17.1tJP¥1.5t11.5x10.6x1x
Sat, 06 Jul 2024JP¥17.3tJP¥17.0tJP¥1.5t13.7x11.9x1x
Mon, 03 Jun 2024JP¥17.6tJP¥17.0tJP¥1.5t12.7x12.1x1x
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
Price to Earnings Ratio

22.3x


Total Market Cap: JP¥16.7tTotal Earnings: JP¥751.0bTotal Revenue: JP¥16.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Transportation Industry Price to Earnings3Y Average 14.2x202320242025
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 11.3x which is lower than its 3-year average PE of 14.2x.
  • 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 Market1.27%
Industrials1.70%
Transportation2.74%
Railroads2.87%
Cargo Ground Transportation1.32%
Trucking0.87%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 14.8x.
    • Analysts are expecting annual earnings growth of 6.9%, 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 6.9% over the next 5 years.
  • However this is lower than its past earnings growth rate of 9.5% 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
9020 East Japan RailwayJP¥4.20k6.6%
+JP¥294.6b		52.0%PE20.5x
9022 Central Japan RailwayJP¥4.53k3.4%
+JP¥143.7b		55.7%PE8.3x
9041 Kintetsu Group HoldingsLtdJP¥2.99k4.8%
+JP¥26.0b		-6.1%PE11.7x
9021 West Japan RailwayJP¥3.10k1.3%
+JP¥18.7b		11.4%PE10.8x
9005 TokyuJP¥1.82k1.6%
+JP¥16.6b		8.2%PE12x

Latest News

9005
JP¥1,816.00
Tokyu
7D
1.6%
1Y
8.2%

9005: Higher Earnings Outlook And Capital Returns Will Support Upside Potential

Narrative Update on Tokyu Analysts have modestly raised their price target on Tokyu to approximately ¥2,600 from about ¥2,540. This change reflects slightly stronger expectations for revenue growth, profit margins, and future valuation multiples, despite a marginally higher assumed discount rate.
9051
JP¥1,473.00
Senkon Logistics
7D
-2.6%
1Y
66.8%
9072
JP¥3,423.00
NIKKON HoldingsLtd
7D
-2.1%
1Y
69.3%
9023
JP¥1,590.00
Tokyo Metro
7D
-0.9%
1Y
-0.3%
9041
JP¥2,993.00
Kintetsu Group HoldingsLtd
7D
4.8%
1Y
-6.1%

Kintetsu Group HoldingsLtd's (TSE:9041) Dividend Will Be ¥30.00

Dec 09
Kintetsu Group HoldingsLtd's (TSE:9041) Dividend Will Be ¥30.00
9007
JP¥1,722.50
Odakyu Electric Railway
7D
2.5%
1Y
22.0%
9029
JP¥1,787.00
Higashi Holdings
7D
-0.8%
1Y
78.7%
9021
JP¥3,096.00
West Japan Railway
7D
1.3%
1Y
11.4%
9142
JP¥4,053.00
Kyushu Railway
7D
1.8%
1Y
2.1%
9042
JP¥3,959.00
Hankyu Hanshin Holdings
7D
1.7%
1Y
-4.0%
9022
JP¥4,525.00
Central Japan Railway
7D
3.4%
1Y
55.7%
9024
JP¥4,742.00
Seibu Holdings
7D
-2.7%
1Y
45.5%
9049
JP¥7,310.00
Keifuku Electric RailroadLtd
7D
-1.2%
1Y
12.5%
9020
JP¥4,200.00
East Japan Railway
7D
6.6%
1Y
52.0%
9063
JP¥4,160.00
Okayamaken Freight Transportation
7D
-1.5%
1Y
41.0%

We Think That There Are Issues Underlying Okayamaken Freight Transportation's (TSE:9063) Earnings

Nov 20
We Think That There Are Issues Underlying Okayamaken Freight Transportation's (TSE:9063) Earnings
9035
JP¥727.00
Daiichi Koutsu SangyoLtd
7D
-0.3%
1Y
-1.6%