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Japanese (NIKKEI) Transportation Industry Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies47
  • 7D0.3%
  • 3M-2.1%
  • 1Y16.3%
  • YTD-1.4%

The Transportation is pretty flat in the last 7 days, but Central Japan Railway has stood out, gaining 4.5%. As for the the longer term, the industry is up 16% over the past 12 months. Earnings are forecast to grow by 1.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Apr 2026JP¥20.7tJP¥19.3tJP¥1.8t12.6x11.2x1.1x
Thu, 12 Mar 2026JP¥21.0tJP¥19.3tJP¥1.8t12.8x11.4x1.1x
Sat, 07 Feb 2026JP¥21.6tJP¥19.2tJP¥1.8t13.1x11.8x1.1x
Mon, 05 Jan 2026JP¥20.9tJP¥19.1tJP¥1.8t12.1x11.4x1.1x
Wed, 03 Dec 2025JP¥20.9tJP¥19.1tJP¥1.8t11.9x11.4x1.1x
Fri, 31 Oct 2025JP¥19.7tJP¥18.9tJP¥1.9t12.5x10.6x1x
Sun, 28 Sep 2025JP¥21.1tJP¥18.8tJP¥1.8t13.4x11.6x1.1x
Tue, 26 Aug 2025JP¥20.4tJP¥18.8tJP¥1.8t12.8x11.2x1.1x
Thu, 24 Jul 2025JP¥18.5tJP¥18.6tJP¥1.8t12x10.3x1x
Sat, 21 Jun 2025JP¥18.3tJP¥18.6tJP¥1.8t11.3x10.2x1x
Mon, 19 May 2025JP¥18.4tJP¥18.2tJP¥1.6t10.7x11.4x1x
Wed, 16 Apr 2025JP¥17.9tJP¥17.9tJP¥1.7t10.3x10.3x1x
Fri, 14 Mar 2025JP¥18.3tJP¥17.9tJP¥1.7t10.9x10.6x1x
Sun, 09 Feb 2025JP¥17.1tJP¥17.8tJP¥1.7t10.7x10x1x
Tue, 07 Jan 2025JP¥17.3tJP¥17.8tJP¥1.7t11x10.4x1x
Thu, 05 Dec 2024JP¥18.0tJP¥17.8tJP¥1.7t10.8x10.8x1x
Sat, 02 Nov 2024JP¥18.3tJP¥17.5tJP¥1.6t11.7x11.3x1x
Mon, 30 Sep 2024JP¥17.8tJP¥17.3tJP¥1.6t11.9x11.4x1x
Wed, 28 Aug 2024JP¥17.6tJP¥17.2tJP¥1.6t12.2x11.3x1x
Fri, 26 Jul 2024JP¥17.3tJP¥17.0tJP¥1.5t13.6x11.9x1x
Sun, 23 Jun 2024JP¥16.9tJP¥17.0tJP¥1.5t13.3x11.6x1x
Tue, 21 May 2024JP¥17.8tJP¥17.0tJP¥1.4t13.5x12.3x1.1x
Thu, 18 Apr 2024JP¥18.5tJP¥16.7tJP¥1.3t12.9x14.4x1.1x
Sat, 16 Mar 2024JP¥19.2tJP¥16.7tJP¥1.3t13.1x14.9x1.1x
Mon, 12 Feb 2024JP¥18.8tJP¥16.8tJP¥1.3t12.8x14.6x1.1x
Wed, 10 Jan 2024JP¥18.8tJP¥16.6tJP¥1.2t13.4x16.1x1.1x
Fri, 08 Dec 2023JP¥18.2tJP¥16.6tJP¥1.2t13.3x15.6x1.1x
Sun, 05 Nov 2023JP¥18.2tJP¥16.6tJP¥1.2t12.7x14.7x1.1x
Tue, 03 Oct 2023JP¥18.2tJP¥16.3tJP¥1.1t12.7x17x1.1x
Thu, 31 Aug 2023JP¥18.5tJP¥16.3tJP¥1.1t12.9x17.3x1.1x
Sat, 29 Jul 2023JP¥18.2tJP¥15.7tJP¥955.2b14.9x19.1x1.2x
Mon, 26 Jun 2023JP¥18.3tJP¥15.7tJP¥951.9b14.4x19.2x1.2x
Wed, 24 May 2023JP¥18.1tJP¥15.4tJP¥944.5b14.4x19.1x1.2x
Fri, 21 Apr 2023JP¥17.0tJP¥14.8tJP¥746.4b12.7x22.8x1.1x
Price to Earnings Ratio

22.8x


Total Market Cap: JP¥17.0tTotal Earnings: JP¥746.4bTotal Revenue: JP¥14.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Transportation Industry Price to Earnings3Y Average 13.1x202420252026
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 11.2x which is lower than its 3-year average PE of 13.1x.
  • 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 35% per year over the last three years.
  • Revenues for these companies have grown 9.3% 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 Market2.38%
Industrials2.90%
Transportation0.28%
Cargo Ground Transportation3.11%
Railroads0.05%
Trucking-0.61%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 15.2x.
    • Analysts are expecting annual earnings growth of 7.3%, 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 10.1x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 7.3% 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
9022 Central Japan RailwayJP¥4.23k4.5%
+JP¥175.8b		47.4%PE7.5x
9072 NIKKON HoldingsLtdJP¥5.08k8.5%
+JP¥46.3b		73.7%PE37.1x
9039 Sakai Moving ServiceLtdJP¥2.90k1.4%
+JP¥1.6b		16.7%PE13.8x
9031 Nishi-Nippon RailroadJP¥3.16k0.3%
+JP¥604.1m		46.6%PE7.4x
9083 Shinki BusLtdJP¥1.99k2.5%
+JP¥579.6m		15.2%PE7.8x

Latest News

9005
JP¥1,871.00
Tokyu
7D
-2.0%
1Y
6.7%

9005: Ongoing Share Buybacks And Higher Payout Will Support Stable Shareholder Returns

Analysts now place Tokyu's fair value at ¥2,168.57 per share, compared with the previous ¥2,096.67. This reflects updated assumptions for slightly higher revenue growth, a modestly stronger profit margin, a similar discount rate, and a marginally lower future P/E multiple.
9020
JP¥3,514.00
East Japan Railway
7D
-1.7%
1Y
14.6%

9020: Lower Margin Outlook And Higher Required Returns Will Likely Restrain Future Upside

Analysts have adjusted their price target for East Japan Railway from ¥2,974 to ¥2,900, citing updated assumptions that combine slightly higher revenue growth and a higher future P/E with a lower profit margin and a modestly higher discount rate. Valuation Changes Fair Value: revised from ¥2,974.44 to ¥2,900.00, indicating a slightly lower central estimate.
9072
JP¥5,076.00
NIKKON HoldingsLtd
7D
8.5%
1Y
73.7%
9006
JP¥1,549.00
Keikyu
7D
-4.9%
1Y
2.2%
9036
JP¥1,169.00
Tohbu Network
7D
3.7%
1Y
44.5%
9023
JP¥1,604.00
Tokyo Metro
7D
-3.0%
1Y
-18.8%
9021
JP¥3,034.00
West Japan Railway
7D
-4.2%
1Y
1.7%
9083
JP¥1,987.00
Shinki BusLtd
7D
2.5%
1Y
15.2%
9031
JP¥3,159.00
Nishi-Nippon Railroad
7D
0.3%
1Y
46.6%
9039
JP¥2,900.00
Sakai Moving ServiceLtd
7D
1.4%
1Y
16.7%
9024
JP¥3,987.00
Seibu Holdings
7D
-7.8%
1Y
20.1%
9022
JP¥4,233.00
Central Japan Railway
7D
4.5%
1Y
47.4%
9003
JP¥2,966.00
Sotetsu Holdings
7D
-5.1%
1Y
33.2%
9075
JP¥5,380.00
Fukuyama Transporting
7D
-6.1%
1Y
53.9%
9059
JP¥862.00
Kanda HoldingsLtd
7D
1.5%
1Y
15.2%
9085
JP¥7,130.00
Hokkaido Chuo Bus
7D
1.9%
1Y
94.8%