The Returns On Capital At West Japan Railway (TSE:9021) Don't Inspire Confidence
Feb 19
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Japanese (NIKKEI) Transportation Industry Analysis
UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies47
- 7D0.1%
- 3M-1.4%
- 1Y-12.4%
- YTD0.5%
Over the last 7 days, the Transportation industry has remained flat, although notably East Japan Railway gained 3.9%. Unfortunately though, the industry is down 12% over the past 12 months. Looking forward, earnings are forecast to decline by 1.6% per year.
Industry Valuation and Performance
Has the Japanese Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Feb 2025 | JP¥17.4t | JP¥17.9t | JP¥1.7t | 10.2x | 10x | 1x |
| Sun, 19 Jan 2025 | JP¥16.7t | JP¥17.7t | JP¥1.7t | 10.4x | 10.1x | 0.9x |
| Tue, 17 Dec 2024 | JP¥17.3t | JP¥17.8t | JP¥1.7t | 10.4x | 10.4x | 1x |
| Thu, 14 Nov 2024 | JP¥18.4t | JP¥17.7t | JP¥1.7t | 11.2x | 11x | 1x |
| Sat, 12 Oct 2024 | JP¥17.4t | JP¥17.1t | JP¥1.6t | 11.1x | 11.1x | 1x |
| Mon, 09 Sep 2024 | JP¥17.6t | JP¥17.3t | JP¥1.6t | 12x | 11.3x | 1x |
| Wed, 07 Aug 2024 | JP¥16.3t | JP¥17.1t | JP¥1.5t | 11.5x | 10.6x | 1x |
| Fri, 05 Jul 2024 | JP¥17.3t | JP¥17.0t | JP¥1.5t | 13.8x | 11.9x | 1x |
| Sun, 02 Jun 2024 | JP¥17.6t | JP¥17.0t | JP¥1.5t | 12.7x | 12.1x | 1x |
| Tue, 30 Apr 2024 | JP¥18.1t | JP¥16.7t | JP¥1.3t | 13x | 13.6x | 1.1x |
| Thu, 28 Mar 2024 | JP¥19.6t | JP¥16.7t | JP¥1.3t | 13.8x | 15.2x | 1.2x |
| Sat, 24 Feb 2024 | JP¥19.1t | JP¥16.7t | JP¥1.3t | 13x | 14.9x | 1.1x |
| Mon, 22 Jan 2024 | JP¥18.8t | JP¥16.6t | JP¥1.2t | 13.5x | 16.1x | 1.1x |
| Wed, 20 Dec 2023 | JP¥18.0t | JP¥16.6t | JP¥1.2t | 13.1x | 15.4x | 1.1x |
| Fri, 17 Nov 2023 | JP¥17.9t | JP¥16.6t | JP¥1.2t | 14.1x | 15.3x | 1.1x |
| Sun, 15 Oct 2023 | JP¥17.4t | JP¥16.3t | JP¥1.1t | 12.4x | 16.3x | 1.1x |
| Tue, 12 Sep 2023 | JP¥18.9t | JP¥16.3t | JP¥1.1t | 13x | 17.7x | 1.2x |
| Thu, 10 Aug 2023 | JP¥18.3t | JP¥16.0t | JP¥1.1t | 13.3x | 17.3x | 1.1x |
| Sat, 08 Jul 2023 | JP¥17.8t | JP¥15.7t | JP¥951.9b | 14.5x | 18.7x | 1.1x |
| Mon, 05 Jun 2023 | JP¥17.6t | JP¥15.7t | JP¥952.0b | 14.3x | 18.5x | 1.1x |
| Wed, 03 May 2023 | JP¥17.7t | JP¥15.3t | JP¥963.4b | 12.6x | 18.4x | 1.2x |
| Fri, 31 Mar 2023 | JP¥16.2t | JP¥14.8t | JP¥746.8b | 12.1x | 21.6x | 1.1x |
| Sun, 26 Feb 2023 | JP¥15.4t | JP¥14.8t | JP¥740.5b | 12.7x | 20.8x | 1x |
| Tue, 24 Jan 2023 | JP¥16.4t | JP¥16.0t | JP¥750.8b | 11.4x | 21.9x | 1x |
| Thu, 22 Dec 2022 | JP¥16.6t | JP¥16.0t | JP¥751.0b | 11.6x | 22.2x | 1x |
| Sat, 19 Nov 2022 | JP¥17.1t | JP¥16.0t | JP¥751.0b | 11.7x | 22.7x | 1.1x |
| Mon, 17 Oct 2022 | JP¥17.9t | JP¥15.1t | JP¥385.4b | 12.1x | 46.4x | 1.2x |
| Wed, 14 Sep 2022 | JP¥17.2t | JP¥15.1t | JP¥385.5b | 12.1x | 44.6x | 1.1x |
| Fri, 12 Aug 2022 | JP¥16.7t | JP¥15.0t | JP¥377.8b | 12.1x | 44.3x | 1.1x |
| Sun, 10 Jul 2022 | JP¥16.9t | JP¥17.4t | JP¥132.9b | 11.7x | 126.9x | 1x |
| Tue, 07 Jun 2022 | JP¥17.5t | JP¥17.4t | JP¥132.9b | 11.4x | 131.7x | 1x |
| Thu, 05 May 2022 | JP¥17.4t | JP¥17.3t | -JP¥9,217,000,000.00 | 10.5x | -1882.6x | 1x |
| Sat, 02 Apr 2022 | JP¥17.2t | JP¥17.2t | -JP¥399,638,000,000.00 | 10.5x | -42.9x | 1x |
| Mon, 28 Feb 2022 | JP¥17.3t | JP¥19.4t | -JP¥335,994,000,000.00 | 10.1x | -51.4x | 0.9x |
Price to Earnings Ratio
-51.4x
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 10.0x which is lower than its 3-year average PE of 21.3x.
- 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 declined 2.6% per year.
- This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | -1.26% | |
| Industrials | -1.42% | |
| Transportation | 0.13% | |
| Railroads | 0.26% | |
| Trucking | -0.11% | |
| Cargo Ground Transportation | -1.60% | |
Industry PE
- Investors are most optimistic about the Cargo Ground Transportation industry, which is trading close to its 3-year average PE ratio of 14.4x.
- Analysts are expecting annual earnings growth of 11.9%, which is lower than the prior year's growth of 13.4% per year.
- Investors are most pessimistic about the Railroads industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 6.1x.
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 roughly in line with its past earnings growth rate.
- In contrast, the Railroads industry is expected to see its earnings decline by 2.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9020 East Japan Railway | JP¥2.87k | 3.7% +JP¥116.5b | -4.7% | PE14.2x | |
| 9022 Central Japan Railway | JP¥2.88k | 2.1% +JP¥59.5b | -24.4% | PE6.4x | |
| 9021 West Japan Railway | JP¥2.96k | 4.1% +JP¥55.0b | -4.7% | PE13.4x | |
| 9006 Keikyu | JP¥1.44k | 1.9% +JP¥7.4b | 10.4% | PE4.5x | |
| 9048 Nagoya Railroad | JP¥1.80k | 1.9% +JP¥6.5b | -14.9% | PE9.9x |
