Narrative Update • Aug 25
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Japanese (NIKKEI) Transportation Industry Analysis
UpdatedAug 28, 2026
DataAggregated Company Financials
Companies47
- 7D1.8%
- 3M7.1%
- 1Y-0.4%
- YTD-3.2%
Over the last 7 days, the Transportation industry has risen 1.8%, driven by gains from East Japan Railway of 2.9%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 2.9% per annum.
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, 28 Aug 2026 | JP¥20.5t | JP¥19.5t | JP¥1.7t | 12.3x | 11.7x | 1.1x |
| Sun, 26 Jul 2026 | JP¥20.3t | JP¥19.2t | JP¥1.7t | 12.4x | 11.6x | 1.1x |
| Tue, 23 Jun 2026 | JP¥18.3t | JP¥19.2t | JP¥1.7t | 11.5x | 10.6x | 1x |
| Thu, 21 May 2026 | JP¥19.5t | JP¥19.2t | JP¥1.7t | 12.2x | 11.2x | 1x |
| Sat, 18 Apr 2026 | JP¥20.3t | JP¥19.3t | JP¥1.8t | 12.4x | 11.1x | 1.1x |
| Mon, 16 Mar 2026 | JP¥20.4t | JP¥19.3t | JP¥1.8t | 12.5x | 11.1x | 1.1x |
| Wed, 11 Feb 2026 | JP¥21.6t | JP¥19.2t | JP¥1.8t | 13x | 11.8x | 1.1x |
| Fri, 09 Jan 2026 | JP¥21.0t | JP¥19.1t | JP¥1.8t | 12.1x | 11.4x | 1.1x |
| Sun, 07 Dec 2025 | JP¥20.3t | JP¥19.1t | JP¥1.8t | 11.6x | 11.1x | 1.1x |
| Tue, 04 Nov 2025 | JP¥19.9t | JP¥18.9t | JP¥1.9t | 12.4x | 10.6x | 1x |
| Thu, 02 Oct 2025 | JP¥20.5t | JP¥18.8t | JP¥1.8t | 12.9x | 11.3x | 1.1x |
| Sat, 30 Aug 2025 | JP¥20.3t | JP¥18.8t | JP¥1.8t | 12.9x | 11.2x | 1.1x |
| Mon, 28 Jul 2025 | JP¥18.5t | JP¥18.6t | JP¥1.8t | 11.9x | 10.3x | 1x |
| Wed, 25 Jun 2025 | JP¥18.3t | JP¥18.6t | JP¥1.8t | 11.3x | 10.2x | 1x |
| Fri, 23 May 2025 | JP¥18.0t | JP¥18.6t | JP¥1.8t | 10.6x | 10x | 1x |
| Sun, 20 Apr 2025 | JP¥18.4t | JP¥17.9t | JP¥1.7t | 10.3x | 10.6x | 1x |
| Tue, 18 Mar 2025 | JP¥18.4t | JP¥17.9t | JP¥1.7t | 11x | 10.6x | 1x |
| Thu, 13 Feb 2025 | JP¥17.2t | JP¥17.8t | JP¥1.7t | 10.7x | 10x | 1x |
| Sat, 11 Jan 2025 | JP¥17.0t | JP¥17.8t | JP¥1.7t | 10.6x | 10.2x | 1x |
| Mon, 09 Dec 2024 | JP¥17.8t | JP¥17.8t | JP¥1.7t | 10.8x | 10.7x | 1x |
| Wed, 06 Nov 2024 | JP¥18.3t | JP¥17.6t | JP¥1.6t | 11.9x | 11.4x | 1x |
| Fri, 04 Oct 2024 | JP¥17.6t | JP¥17.3t | JP¥1.6t | 11.1x | 11.2x | 1x |
| Sun, 01 Sep 2024 | JP¥17.5t | JP¥17.3t | JP¥1.6t | 12.1x | 11.2x | 1x |
| Tue, 30 Jul 2024 | JP¥17.6t | JP¥17.0t | JP¥1.5t | 13.8x | 12.1x | 1x |
| Thu, 27 Jun 2024 | JP¥17.3t | JP¥17.0t | JP¥1.5t | 13.7x | 11.9x | 1x |
| Sat, 25 May 2024 | JP¥17.8t | JP¥17.0t | JP¥1.5t | 12.9x | 12.2x | 1x |
| Mon, 22 Apr 2024 | JP¥18.1t | JP¥16.7t | JP¥1.3t | 13x | 14.1x | 1.1x |
| Wed, 20 Mar 2024 | JP¥19.7t | JP¥16.7t | JP¥1.3t | 13.2x | 15.3x | 1.2x |
| Fri, 16 Feb 2024 | JP¥18.7t | JP¥16.8t | JP¥1.3t | 12.9x | 14.4x | 1.1x |
| Sun, 14 Jan 2024 | JP¥19.2t | JP¥16.6t | JP¥1.2t | 13.6x | 16.4x | 1.2x |
| Tue, 12 Dec 2023 | JP¥18.4t | JP¥16.6t | JP¥1.2t | 13.2x | 15.8x | 1.1x |
| Thu, 09 Nov 2023 | JP¥17.5t | JP¥16.6t | JP¥1.3t | 12.8x | 14x | 1.1x |
| Sat, 07 Oct 2023 | JP¥17.6t | JP¥16.3t | JP¥1.1t | 12.5x | 16.5x | 1.1x |
| Mon, 04 Sep 2023 | JP¥18.9t | JP¥16.3t | JP¥1.1t | 13x | 17.7x | 1.2x |
Price to Earnings Ratio
17.7x
Current Industry PE
- Investors are relatively neutral on the Japanese Transportation industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 12.1x.
- 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 18% per year over the last three years.
- Revenues for these companies have grown 6.2% 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 | 1.23% | |
| Industrials | 1.91% | |
| Transportation | 1.84% | |
| Trucking | 8.69% | |
| Railroads | 1.84% | |
| Cargo Ground Transportation | -0.16% | |
Industry PE
- Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 16.0x.
- Analysts are expecting annual earnings growth of 5.9%, which is lower than the prior year's growth of 13.8% per year.
- Investors are most pessimistic about the Railroads industry, which is trading close to its 3-year average of 12.0x.
Forecasted Growth
- Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 15% over the next 5 years.
- This is better than its past earnings growth rate of 11% per year.
- In contrast, the Railroads industry is expected to see its earnings grow by 2.3% 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¥3.60k | 2.9% +JP¥114.0b | -1.1% | PE17.2x | |
| 9022 Central Japan Railway | JP¥3.96k | 2.3% +JP¥85.5b | -0.1% | PE6.8x | |
| 9021 West Japan Railway | JP¥2.99k | 3.7% +JP¥48.0b | -10.1% | PE11.6x | |
| 581A GO | JP¥4.15k | 16.1% +JP¥44.7b | n/a | PE36.5x | |
| 9142 Kyushu Railway | JP¥3.59k | 4.5% +JP¥23.7b | -12.1% | PE12.3x |