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Japanese (NIKKEI) Transportation Industry Analysis

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies47
  • 7D-1.3%
  • 3M4.5%
  • 1Y23.8%
  • YTD3.3%

Over the last 7 days, the Transportation industry has dropped 1.3%, driven by a pullback from Central Japan Railway of 0.2%. This takes the industry's 12 month performance to a gain of 24%. 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
Sat, 28 Feb 2026JP¥21.7tJP¥19.3tJP¥1.8t13.2x11.8x1.1x
Mon, 26 Jan 2026JP¥20.8tJP¥19.1tJP¥1.8t12.5x11.3x1.1x
Wed, 24 Dec 2025JP¥20.7tJP¥19.1tJP¥1.8t12x11.3x1.1x
Fri, 21 Nov 2025JP¥20.0tJP¥19.1tJP¥1.8t11.6x10.9x1.1x
Sun, 19 Oct 2025JP¥20.3tJP¥18.8tJP¥1.8t12.8x11.2x1.1x
Tue, 16 Sep 2025JP¥20.9tJP¥18.8tJP¥1.8t13.1x11.5x1.1x
Thu, 14 Aug 2025JP¥20.1tJP¥18.8tJP¥1.8t12.6x11x1.1x
Sat, 12 Jul 2025JP¥18.5tJP¥18.6tJP¥1.8t11.4x10.3x1x
Mon, 09 Jun 2025JP¥18.2tJP¥18.6tJP¥1.8t11x10.1x1x
Wed, 07 May 2025JP¥18.6tJP¥18.0tJP¥1.8t10x10.6x1x
Fri, 04 Apr 2025JP¥17.6tJP¥17.9tJP¥1.7t10.2x10.2x1x
Sun, 02 Mar 2025JP¥17.7tJP¥17.9tJP¥1.7t10.4x10.2x1x
Tue, 28 Jan 2025JP¥17.2tJP¥17.7tJP¥1.7t10.7x10.4x1x
Thu, 26 Dec 2024JP¥17.0tJP¥17.8tJP¥1.7t10.6x10.2x1x
Sat, 23 Nov 2024JP¥17.9tJP¥17.7tJP¥1.7t10.9x10.7x1x
Mon, 21 Oct 2024JP¥17.2tJP¥17.1tJP¥1.6t11.3x11x1x
Wed, 18 Sep 2024JP¥17.9tJP¥17.3tJP¥1.6t12.2x11.4x1x
Fri, 16 Aug 2024JP¥16.6tJP¥17.2tJP¥1.6t11.2x10.7x1x
Sun, 14 Jul 2024JP¥17.5tJP¥17.0tJP¥1.5t13.9x12.1x1x
Tue, 11 Jun 2024JP¥17.6tJP¥17.0tJP¥1.5t13x12.1x1x
Thu, 09 May 2024JP¥17.8tJP¥16.9tJP¥1.3t12.5x13.3x1.1x
Sat, 06 Apr 2024JP¥18.7tJP¥16.7tJP¥1.3t13.2x14.5x1.1x
Mon, 04 Mar 2024JP¥19.1tJP¥16.7tJP¥1.3t12.9x14.9x1.1x
Wed, 31 Jan 2024JP¥18.7tJP¥16.6tJP¥1.2t14.1x16x1.1x
Fri, 29 Dec 2023JP¥18.2tJP¥16.6tJP¥1.2t13.4x15.6x1.1x
Sun, 26 Nov 2023JP¥18.0tJP¥16.6tJP¥1.2t13.4x15.4x1.1x
Tue, 24 Oct 2023JP¥17.1tJP¥16.3tJP¥1.1t12.5x16x1.1x
Thu, 21 Sep 2023JP¥19.4tJP¥16.3tJP¥1.1t13x18.2x1.2x
Sat, 19 Aug 2023JP¥18.2tJP¥16.3tJP¥1.1t12.6x17x1.1x
Mon, 17 Jul 2023JP¥17.4tJP¥15.7tJP¥951.9b14.5x18.3x1.1x
Wed, 14 Jun 2023JP¥18.0tJP¥15.7tJP¥951.9b14.3x19x1.2x
Fri, 12 May 2023JP¥17.7tJP¥15.3tJP¥964.2b12.3x18.4x1.2x
Sun, 09 Apr 2023JP¥16.4tJP¥14.8tJP¥746.8b12.1x21.9x1.1x
Tue, 07 Mar 2023JP¥15.7tJP¥14.8tJP¥740.5b12.9x21.2x1.1x
Price to Earnings Ratio

21.2x


Total Market Cap: JP¥15.7tTotal Earnings: JP¥740.5bTotal Revenue: JP¥14.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Transportation Industry Price to Earnings3Y Average 13.5x202420252026
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 11.8x which is lower than its 3-year average PE of 13.5x.
  • 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 9.4% 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 Market0.75%
Industrials1.77%
Transportation-1.27%
Trucking-0.11%
Cargo Ground Transportation-1.02%
Railroads-1.30%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 15.0x.
    • Analysts are expecting annual earnings growth of 6.9%, which is higher than its past year's earnings growth of 5.4% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below 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.
  • This is better than its past earnings growth rate of 5.4% 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¥3.86k1.2%
+JP¥51.9b		30.1%PE19.2x
9005 TokyuJP¥2.00k3.5%
+JP¥38.2b		15.2%PE13.4x
9021 West Japan RailwayJP¥3.35k2.3%
+JP¥34.1b		12.6%PE12.7x
9001 Tobu RailwayJP¥3.15k2.9%
+JP¥17.2b		21.1%PE10.8x
9007 Odakyu Electric RailwayJP¥1.79k2.8%
+JP¥16.7b		20.7%PE14.3x

Latest News

9068
JP¥9,170.00
Maruzen Showa Unyu
7D
-2.1%
1Y
56.5%
9022
JP¥4,608.00
Central Japan Railway
7D
-0.3%
1Y
55.5%
9044
JP¥3,115.00
Nankai Electric Railway
7D
3.0%
1Y
23.8%
9020
JP¥3,860.00
East Japan Railway
7D
1.2%
1Y
30.1%

9020: Rising Dividend Payouts Will Likely Pressure Returns Despite Infrastructure Monitoring Advances

Analysts have raised their fair value estimate for East Japan Railway from ¥2,900 to about ¥2,974, reflecting updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News East Japan Railway and OKI jointly conducted a roughly seven month demonstration experiment in Indonesia using OKI's Zero Energy IoT Series for remote slope monitoring along railway tracks under the JICA SDGs Business Supporting Surveys program (Key Developments).
9005
JP¥1,997.50
Tokyu
7D
3.5%
1Y
15.2%

9005: Share Buybacks And Rising Dividends Will Drive Future Shareholder Returns

Analysts have trimmed their price target for Tokyu from about ¥2,605 to roughly ¥2,477, reflecting slightly more cautious assumptions on revenue growth, profit margins, and future P/E, while also applying a somewhat lower discount rate. What's in the News Tokyu issued consolidated earnings guidance for the fiscal year ending March 31, 2026, with operating revenue of ¥1,088,000 million, operating profit of ¥106,000 million, profit attributable to owners of parent of ¥117,600 million, and net income per share of ¥146.88 (Corporate Guidance).
9073
JP¥1,394.00
Kyogoku unyu shoji
7D
-7.9%
1Y
15.8%
9007
JP¥1,792.50
Odakyu Electric Railway
7D
2.8%
1Y
20.7%
9051
JP¥1,467.00
Senkon Logistics
7D
-2.1%
1Y
44.0%
9142
JP¥3,964.00
Kyushu Railway
7D
1.8%
1Y
9.9%

Kyushu Railway Company Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Feb 12
Kyushu Railway Company Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
9021
JP¥3,354.00
West Japan Railway
7D
2.3%
1Y
12.6%
9083
JP¥2,078.00
Shinki BusLtd
7D
-1.7%
1Y
19.8%
9001
JP¥3,146.00
Tobu Railway
7D
2.9%
1Y
21.1%

Tobu Railway (TSE:9001) Is Increasing Its Dividend To ¥35.00

Feb 06
Tobu Railway (TSE:9001) Is Increasing Its Dividend To ¥35.00
9046
JP¥2,535.00
Kobe Electric Railway
7D
-0.8%
1Y
2.6%

Kobe Electric Railway (TSE:9046) Has Announced That It Will Be Increasing Its Dividend To ¥25.00

Feb 02
Kobe Electric Railway (TSE:9046) Has Announced That It Will Be Increasing Its Dividend To ¥25.00
9009
JP¥1,356.00
Keisei Electric Railway
7D
1.9%
1Y
-5.4%
9042
JP¥4,555.00
Hankyu Hanshin Holdings
7D
-0.04%
1Y
16.0%