Analysis Article • Jul 03
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Japanese (NIKKEI) Transportation Industry Analysis
UpdatedJul 13, 2026
DataAggregated Company Financials
Companies49
- 7D1.5%
- 3M-6.1%
- 1Y6.3%
- YTD-7.5%
Over the last 7 days, the Transportation industry has risen 1.5%, driven by gains from Central Japan Railway of 2.4%. This means that the industry has gained 6.3% over the past year. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 13 Jul 2026 | JP¥19.6t | JP¥19.2t | JP¥1.7t | 12.3x | 11.3x | 1x |
| Wed, 10 Jun 2026 | JP¥18.7t | JP¥19.2t | JP¥1.7t | 11.7x | 10.8x | 1x |
| Fri, 08 May 2026 | JP¥19.5t | JP¥19.5t | JP¥1.9t | 11.3x | 10.3x | 1x |
| Sun, 05 Apr 2026 | JP¥20.9t | JP¥19.3t | JP¥1.8t | 12.8x | 11.3x | 1.1x |
| Tue, 03 Mar 2026 | JP¥21.8t | JP¥19.3t | JP¥1.8t | 13.3x | 11.8x | 1.1x |
| Thu, 29 Jan 2026 | JP¥20.3t | JP¥19.1t | JP¥1.8t | 12.2x | 11.1x | 1.1x |
| Sat, 27 Dec 2025 | JP¥21.1t | JP¥19.1t | JP¥1.8t | 12.2x | 11.5x | 1.1x |
| Mon, 24 Nov 2025 | JP¥20.5t | JP¥19.1t | JP¥1.8t | 12x | 11.2x | 1.1x |
| Wed, 22 Oct 2025 | JP¥20.4t | JP¥18.8t | JP¥1.8t | 12.9x | 11.2x | 1.1x |
| Fri, 19 Sep 2025 | JP¥20.9t | JP¥18.8t | JP¥1.8t | 13x | 11.5x | 1.1x |
| Sun, 17 Aug 2025 | JP¥20.3t | JP¥18.8t | JP¥1.8t | 12.6x | 11.1x | 1.1x |
| Tue, 15 Jul 2025 | JP¥18.3t | JP¥18.6t | JP¥1.8t | 11.5x | 10.2x | 1x |
| Thu, 12 Jun 2025 | JP¥18.1t | JP¥18.6t | JP¥1.8t | 11.2x | 10.1x | 1x |
| Sat, 10 May 2025 | JP¥18.5t | JP¥18.1t | JP¥1.8t | 10.2x | 10.5x | 1x |
| Mon, 07 Apr 2025 | JP¥17.8t | JP¥17.9t | JP¥1.7t | 10.2x | 10.3x | 1x |
| Wed, 05 Mar 2025 | JP¥18.0t | JP¥17.9t | JP¥1.7t | 10.5x | 10.4x | 1x |
| Fri, 31 Jan 2025 | JP¥17.6t | JP¥17.7t | JP¥1.7t | 10.9x | 10.6x | 1x |
| Sun, 29 Dec 2024 | JP¥17.4t | JP¥17.8t | JP¥1.7t | 10.9x | 10.5x | 1x |
| Tue, 26 Nov 2024 | JP¥18.2t | JP¥17.7t | JP¥1.7t | 11x | 10.8x | 1x |
| Thu, 24 Oct 2024 | JP¥18.1t | JP¥17.5t | JP¥1.6t | 11.4x | 11.2x | 1x |
| Sat, 21 Sep 2024 | JP¥17.6t | JP¥17.3t | JP¥1.6t | 12.2x | 11.3x | 1x |
| Mon, 19 Aug 2024 | JP¥16.8t | JP¥17.2t | JP¥1.6t | 11.8x | 10.8x | 1x |
| Wed, 17 Jul 2024 | JP¥17.4t | JP¥17.0t | JP¥1.5t | 13.8x | 12x | 1x |
| Fri, 14 Jun 2024 | JP¥17.0t | JP¥17.0t | JP¥1.5t | 12.7x | 11.7x | 1x |
| Sun, 12 May 2024 | JP¥17.8t | JP¥16.9t | JP¥1.3t | 12.6x | 13.5x | 1.1x |
| Tue, 09 Apr 2024 | JP¥18.8t | JP¥16.7t | JP¥1.3t | 13.3x | 14.6x | 1.1x |
| Thu, 07 Mar 2024 | JP¥19.1t | JP¥16.7t | JP¥1.3t | 13x | 14.8x | 1.1x |
| Sat, 03 Feb 2024 | JP¥19.2t | JP¥16.9t | JP¥1.3t | 13.4x | 15.1x | 1.1x |
| Mon, 01 Jan 2024 | JP¥18.3t | JP¥16.6t | JP¥1.2t | 13.5x | 15.7x | 1.1x |
| Wed, 29 Nov 2023 | JP¥17.9t | JP¥16.6t | JP¥1.2t | 13.4x | 15.3x | 1.1x |
| Fri, 27 Oct 2023 | JP¥17.3t | JP¥16.3t | JP¥1.1t | 12.5x | 16.2x | 1.1x |
| Sun, 24 Sep 2023 | JP¥19.1t | JP¥16.3t | JP¥1.1t | 12.9x | 17.9x | 1.2x |
| Tue, 22 Aug 2023 | JP¥18.2t | JP¥16.3t | JP¥1.1t | 12.6x | 17x | 1.1x |
| Thu, 20 Jul 2023 | JP¥17.6t | JP¥15.7t | JP¥951.9b | 14.6x | 18.5x | 1.1x |
Price to Earnings Ratio
18.5x
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 12.4x.
- 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 Market | -0.89% | |
| Industrials | -1.21% | |
| Transportation | 1.51% | |
| Railroads | 1.85% | |
| Trucking | 1.40% | |
| Cargo Ground Transportation | -1.82% | |
Industry PE
- Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 15.8x.
- Analysts are expecting annual earnings growth of 4.8%, which is lower than the prior year's growth of 17.1% per year.
- Investors are most pessimistic about the Railroads industry, which is trading below its 3-year average of 12.3x.
Forecasted Growth
- Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 4.8% over the next 5 years.
- However this is lower than its past earnings growth rate of 17% per year.
- In contrast, the Trucking 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9022 Central Japan Railway | JP¥3.66k | 2.8% +JP¥93.1b | 11.0% | PE6.3x | |
| 9021 West Japan Railway | JP¥2.96k | 3.2% +JP¥42.1b | -9.3% | PE10.6x | |
| 9020 East Japan Railway | JP¥3.53k | 0.8% +JP¥32.7b | 10.3% | PE16.1x | |
| 9042 Hankyu Hanshin Holdings | JP¥4.68k | 2.5% +JP¥26.7b | 22.7% | PE13.8x | |
| 9007 Odakyu Electric Railway | JP¥1.72k | 1.1% +JP¥6.2b | 3.5% | PE15.8x |
