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Japanese (NIKKEI) Transportation Industry Analysis

UpdatedMay 29, 2026
DataAggregated Company Financials
Companies49
  • 7D-3.5%
  • 3M-13.7%
  • 1Y5.8%
  • YTD-10.5%

Over the last 7 days, the Transportation industry has dropped 3.5%, driven by East Japan Railway declining 5.4%. On the other hand Seino Holdings is actually up 6.0%. Over the past 12 months, the industry was up 5.8%. Looking forward, earnings are forecast to grow by 2.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 29 May 2026JP¥18.8tJP¥19.2tJP¥1.7t11.7x10.8x1x
Sun, 26 Apr 2026JP¥19.8tJP¥19.3tJP¥1.8t12.1x10.7x1x
Tue, 24 Mar 2026JP¥20.0tJP¥19.3tJP¥1.8t12.2x10.9x1x
Thu, 19 Feb 2026JP¥21.8tJP¥19.3tJP¥1.8t13.3x11.9x1.1x
Sat, 17 Jan 2026JP¥20.7tJP¥19.1tJP¥1.8t12.2x11.3x1.1x
Mon, 15 Dec 2025JP¥20.7tJP¥19.1tJP¥1.8t11.8x11.3x1.1x
Wed, 12 Nov 2025JP¥20.0tJP¥19.0tJP¥1.9t12.5x10.7x1.1x
Fri, 10 Oct 2025JP¥20.5tJP¥18.8tJP¥1.8t12.6x11.2x1.1x
Sun, 07 Sep 2025JP¥20.8tJP¥18.8tJP¥1.8t13.1x11.4x1.1x
Tue, 05 Aug 2025JP¥19.2tJP¥18.7tJP¥1.8t12.2x10.5x1x
Thu, 03 Jul 2025JP¥18.6tJP¥18.6tJP¥1.8t11.1x10.3x1x
Sat, 31 May 2025JP¥18.2tJP¥18.6tJP¥1.8t10.7x10.1x1x
Mon, 28 Apr 2025JP¥18.0tJP¥17.9tJP¥1.7t10.3x10.4x1x
Wed, 26 Mar 2025JP¥18.3tJP¥17.9tJP¥1.7t10.9x10.6x1x
Fri, 21 Feb 2025JP¥17.4tJP¥17.9tJP¥1.7t10.2x10x1x
Sun, 19 Jan 2025JP¥16.7tJP¥17.7tJP¥1.7t10.4x10.1x0.9x
Tue, 17 Dec 2024JP¥17.3tJP¥17.8tJP¥1.7t10.4x10.4x1x
Thu, 14 Nov 2024JP¥18.4tJP¥17.7tJP¥1.7t11.2x11x1x
Sat, 12 Oct 2024JP¥17.4tJP¥17.1tJP¥1.6t11.1x11.1x1x
Mon, 09 Sep 2024JP¥17.6tJP¥17.3tJP¥1.6t12x11.3x1x
Wed, 07 Aug 2024JP¥16.3tJP¥17.1tJP¥1.5t11.5x10.6x1x
Fri, 05 Jul 2024JP¥17.3tJP¥17.0tJP¥1.5t13.8x11.9x1x
Sun, 02 Jun 2024JP¥17.6tJP¥17.0tJP¥1.5t12.7x12.1x1x
Tue, 30 Apr 2024JP¥18.1tJP¥16.7tJP¥1.3t13x13.6x1.1x
Thu, 28 Mar 2024JP¥19.6tJP¥16.7tJP¥1.3t13.8x15.2x1.2x
Sat, 24 Feb 2024JP¥19.1tJP¥16.7tJP¥1.3t13x14.9x1.1x
Mon, 22 Jan 2024JP¥18.8tJP¥16.6tJP¥1.2t13.5x16.1x1.1x
Wed, 20 Dec 2023JP¥18.0tJP¥16.6tJP¥1.2t13.1x15.4x1.1x
Fri, 17 Nov 2023JP¥17.9tJP¥16.6tJP¥1.2t14.1x15.3x1.1x
Sun, 15 Oct 2023JP¥17.4tJP¥16.3tJP¥1.1t12.4x16.3x1.1x
Tue, 12 Sep 2023JP¥18.9tJP¥16.3tJP¥1.1t13x17.7x1.2x
Thu, 10 Aug 2023JP¥18.3tJP¥16.0tJP¥1.1t13.3x17.3x1.1x
Sat, 08 Jul 2023JP¥17.8tJP¥15.7tJP¥951.9b14.5x18.7x1.1x
Mon, 05 Jun 2023JP¥17.6tJP¥15.7tJP¥952.0b14.3x18.5x1.1x
Price to Earnings Ratio

18.5x


Total Market Cap: JP¥17.6tTotal Earnings: JP¥952.0bTotal Revenue: JP¥15.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Transportation Industry Price to Earnings3Y Average 12.7x202420252026
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 10.8x which is lower than its 3-year average PE of 12.7x.
  • 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 22% per year over the last three years.
  • Revenues for these companies have grown 7.0% 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 Market1.50%
Industrials1.02%
Transportation-3.47%
Trucking0.53%
Cargo Ground Transportation-0.63%
Railroads-3.82%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 15.5x.
    • Analysts are expecting annual earnings growth of 3.3%, which is lower than the prior year's growth of 11.3% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading close to its 3-year average of 9.9x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 3.3% over the next 5 years.
  • However this is lower than its past earnings growth rate of 11% per year.
  • In contrast, the Trucking industry is expected to see its earnings decline by 2.8% 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
9076 Seino HoldingsJP¥2.72k6.0%
+JP¥23.2b		25.7%PE17.2x
9075 Fukuyama TransportingJP¥6.87k8.7%
+JP¥18.8b		110.4%PE17.2x
9009 Keisei Electric RailwayJP¥1.09k1.8%
+JP¥9.2b		-21.2%PE11x
9041 Kintetsu Group HoldingsLtdJP¥3.59k1.3%
+JP¥8.6b		26.4%PE12.7x
9039 Sakai Moving ServiceLtdJP¥2.86k1.4%
+JP¥1.6b		13.5%PE13.3x

Latest News

9023
JP¥1,462.00
Tokyo Metro
7D
-2.4%
1Y
-19.6%
9076
JP¥2,724.00
Seino Holdings
7D
6.0%
1Y
25.7%
Analysis Article • May 22

Seino Holdings' (TSE:9076) Solid Profits Have Weak Fundamentals

Unsurprisingly, Seino Holdings Co., Ltd.'s ( TSE:9076 ) stock price was strong on the back of its healthy earnings...
9031
JP¥2,816.00
Nishi-Nippon Railroad
7D
0.3%
1Y
28.7%
Analysis Article • May 21

Investors Shouldn't Be Too Comfortable With Nishi-Nippon Railroad's (TSE:9031) Earnings

Last week's profit announcement from Nishi-Nippon Railroad Co., Ltd. ( TSE:9031 ) was underwhelming for investors...
9007
JP¥1,617.50
Odakyu Electric Railway
7D
-2.6%
1Y
0.8%
9020
JP¥3,412.00
East Japan Railway
7D
-5.4%
1Y
12.6%
Narrative Update • May 20

9020: Lower Discount Rate Will Likely Fail To Support Future Share Price

Analysts have raised their price target on East Japan Railway from ¥2,900 to ¥3,400, citing updated assumptions for a lower discount rate, slightly different revenue growth expectations, a modestly higher profit margin and a small adjustment to the forward P/E multiple. What's in the News Board meeting scheduled for May 15, 2026 to consider changes in Representative Directors and nominate director candidates for election at the 39th Ordinary General Meeting of Shareholders on June 19, 2026 (Key Developments).
9041
JP¥3,587.00
Kintetsu Group HoldingsLtd
7D
1.3%
1Y
26.4%
9022
JP¥3,479.00
Central Japan Railway
7D
-2.1%
1Y
10.1%
9009
JP¥1,091.00
Keisei Electric Railway
7D
1.8%
1Y
-21.2%
9024
JP¥2,819.50
Seibu Holdings
7D
-5.3%
1Y
-26.1%
Analysis Article • May 18

Seibu Holdings Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

It's been a sad week for Seibu Holdings Inc. ( TSE:9024 ), who've watched their investment drop 15% to JP¥3,414 in the...
9057
JP¥3,260.00
Enshu TruckLtd
7D
2.2%
1Y
17.3%
9075
JP¥6,870.00
Fukuyama Transporting
7D
8.7%
1Y
110.4%
9005
JP¥1,597.00
Tokyu
7D
-1.6%
1Y
-8.8%
Analysis Article • May 15

Tokyu Corporation (TSE:9005) Just Reported Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

Tokyu Corporation ( TSE:9005 ) came out with its yearly results last week, and we wanted to see how the business is...
9039
JP¥2,861.00
Sakai Moving ServiceLtd
7D
1.4%
1Y
13.5%
9081
JP¥3,320.00
Kanagawa Chuo Kotsu
7D
0.9%
1Y
-9.9%
Analysis Article • May 10

Kanagawa Chuo Kotsu's (TSE:9081) Soft Earnings Don't Show The Whole Picture

The market for Kanagawa Chuo Kotsu Co., Ltd.'s ( TSE:9081 ) shares didn't move much after it posted weak earnings...
9021
JP¥2,628.50
West Japan Railway
7D
-2.4%
1Y
-15.7%
9003
JP¥2,439.50
Sotetsu Holdings
7D
-4.9%
1Y
13.3%