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Japanese (NIKKEI) Transportation Industry Analysis

UpdatedJan 21, 2026
DataAggregated Company Financials
Companies47
  • 7D-0.7%
  • 3M2.7%
  • 1Y27.3%
  • YTD-0.03%

Over the last 7 days, the Transportation industry has remained flat, although notably Tokyo Metro gained 4.6%. As for the the longer term, the industry is up 27% over the past 12 months. Earnings are forecast to be flat in the coming years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 21 Jan 2026JP¥21.0tJP¥19.1tJP¥1.8t12.5x11.4x1.1x
Fri, 19 Dec 2025JP¥21.0tJP¥19.1tJP¥1.8t12.1x11.4x1.1x
Sun, 16 Nov 2025JP¥20.2tJP¥19.1tJP¥1.8t12.4x11.1x1.1x
Tue, 14 Oct 2025JP¥20.3tJP¥18.8tJP¥1.8t12.6x11.1x1.1x
Thu, 11 Sep 2025JP¥21.1tJP¥18.8tJP¥1.8t13.2x11.6x1.1x
Sat, 09 Aug 2025JP¥20.0tJP¥18.8tJP¥1.8t12.6x10.9x1.1x
Mon, 07 Jul 2025JP¥18.4tJP¥18.6tJP¥1.8t11.3x10.2x1x
Wed, 04 Jun 2025JP¥18.1tJP¥18.6tJP¥1.8t10.9x10.1x1x
Fri, 02 May 2025JP¥18.5tJP¥18.0tJP¥1.8t10x10.6x1x
Sun, 30 Mar 2025JP¥18.2tJP¥17.9tJP¥1.7t10.5x10.5x1x
Tue, 25 Feb 2025JP¥17.4tJP¥17.9tJP¥1.7t10.2x10x1x
Thu, 23 Jan 2025JP¥16.8tJP¥17.7tJP¥1.7t10.6x10.1x1x
Sat, 21 Dec 2024JP¥17.1tJP¥17.7tJP¥1.7t10.2x10.3x1x
Mon, 18 Nov 2024JP¥18.2tJP¥17.7tJP¥1.7t11x10.9x1x
Wed, 16 Oct 2024JP¥17.5tJP¥17.1tJP¥1.6t11.3x11.2x1x
Fri, 13 Sep 2024JP¥17.8tJP¥17.3tJP¥1.6t12.1x11.4x1x
Sun, 11 Aug 2024JP¥16.4tJP¥17.2tJP¥1.5t11.5x10.6x1x
Tue, 09 Jul 2024JP¥17.1tJP¥17.0tJP¥1.5t13.6x11.8x1x
Thu, 06 Jun 2024JP¥17.6tJP¥17.0tJP¥1.5t12.6x12.1x1x
Sat, 04 May 2024JP¥18.3tJP¥16.8tJP¥1.3t12.6x13.7x1.1x
Mon, 01 Apr 2024JP¥19.0tJP¥16.7tJP¥1.3t13.3x14.8x1.1x
Wed, 28 Feb 2024JP¥18.9tJP¥16.7tJP¥1.3t12.9x14.7x1.1x
Fri, 26 Jan 2024JP¥18.8tJP¥16.6tJP¥1.2t13.9x16.1x1.1x
Sun, 24 Dec 2023JP¥18.2tJP¥16.6tJP¥1.2t13.2x15.6x1.1x
Tue, 21 Nov 2023JP¥17.9tJP¥16.6tJP¥1.2t13.8x15.3x1.1x
Thu, 19 Oct 2023JP¥16.9tJP¥16.3tJP¥1.1t12.5x15.8x1x
Sat, 16 Sep 2023JP¥19.5tJP¥16.3tJP¥1.1t13x18.3x1.2x
Mon, 14 Aug 2023JP¥18.7tJP¥16.3tJP¥1.1t13x17.5x1.1x
Wed, 12 Jul 2023JP¥17.8tJP¥15.7tJP¥951.9b14.6x18.7x1.1x
Fri, 09 Jun 2023JP¥17.9tJP¥15.7tJP¥952.0b14.3x18.8x1.1x
Sun, 07 May 2023JP¥17.6tJP¥15.3tJP¥963.8b12.6x18.2x1.1x
Tue, 04 Apr 2023JP¥16.4tJP¥14.8tJP¥746.8b12.1x22x1.1x
Thu, 02 Mar 2023JP¥15.5tJP¥14.8tJP¥740.5b12.7x20.9x1x
Sat, 28 Jan 2023JP¥16.5tJP¥16.0tJP¥750.8b11.5x22x1x
Price to Earnings Ratio

22x


Total Market Cap: JP¥16.5tTotal Earnings: JP¥750.8bTotal Revenue: JP¥16.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Transportation Industry Price to Earnings3Y Average 13.8x202420252026
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 11.4x which is lower than its 3-year average PE of 13.8x.
  • 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 6.0% 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 Market0.68%
Industrials1.23%
Transportation-0.75%
Cargo Ground Transportation1.08%
Trucking-0.23%
Railroads-0.89%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 14.9x.
    • Analysts are expecting annual earnings growth of 7.8%, which is lower than the prior year's growth of 9.5% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading close to its 3-year average of 10.2x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 7.8% 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 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
9023 Tokyo MetroJP¥1.67k3.4%
+JP¥31.6b		-3.4%PE16.7x
9042 Hankyu Hanshin HoldingsJP¥4.22k2.7%
+JP¥26.3b		9.4%PE14.2x
9072 NIKKON HoldingsLtdJP¥3.61k4.5%
+JP¥18.3b		76.6%PE24.7x
9021 West Japan RailwayJP¥3.16k1.0%
+JP¥13.7b		16.5%PE11x
9041 Kintetsu Group HoldingsLtdJP¥3.24k1.1%
+JP¥6.8b		1.1%PE12.7x

Latest News

9005
JP¥1,790.00
Tokyu
7D
-0.7%
1Y
7.2%

9005: Dividend Hike And Share Buybacks Will Support Future Upside Potential

Analysts have slightly adjusted their price target for Tokyu, reflecting modest tweaks to assumptions on the discount rate, revenue growth, profit margin, and future P/E. Their updated fair value estimate remains broadly in line with the prior view.
9142
JP¥4,029.00
Kyushu Railway
7D
-1.6%
1Y
10.4%

Kyushu Railway Company's (TSE:9142) Business Is Yet to Catch Up With Its Share Price

Jan 19
Kyushu Railway Company's (TSE:9142) Business Is Yet to Catch Up With Its Share Price
9042
JP¥4,221.00
Hankyu Hanshin Holdings
7D
2.7%
1Y
9.4%

There's Been No Shortage Of Growth Recently For Hankyu Hanshin Holdings' (TSE:9042) Returns On Capital

Jan 12
There's Been No Shortage Of Growth Recently For Hankyu Hanshin Holdings' (TSE:9042) Returns On Capital
9024
JP¥4,243.00
Seibu Holdings
7D
0.6%
1Y
37.5%

Returns on Capital Paint A Bright Future For Seibu Holdings (TSE:9024)

Jan 11
Returns on Capital Paint A Bright Future For Seibu Holdings (TSE:9024)
9072
JP¥3,610.00
NIKKON HoldingsLtd
7D
4.5%
1Y
76.6%

NIKKON HoldingsLtd (TSE:9072) Seems To Use Debt Quite Sensibly

Jan 09
NIKKON HoldingsLtd (TSE:9072) Seems To Use Debt Quite Sensibly
9020
JP¥3,991.00
East Japan Railway
7D
-3.5%
1Y
49.3%

9020: Upgraded Guidance And Dividend Outlook Will Support Further Upside

Analysts have lifted their price target on East Japan Railway from ¥4,700 to ¥5,300, citing updated assumptions around revenue growth, profit margins, a slightly lower discount rate, and a modestly higher future P/E multiple. What's in the News East Japan Railway revised earnings guidance for the fiscal year ending March 31, 2026, now expecting operating revenues of ¥3,058,000m, operating income of ¥405,000m, profit attributable to owners of parent of ¥237,000m, and basic EPS of ¥209.98, compared with prior guidance of operating revenues of ¥3,023,000m, operating income of ¥387,000m, profit attributable to owners of parent of ¥227,000m, and basic EPS of ¥200.66 (Corporate guidance).
9009
JP¥1,258.50
Keisei Electric Railway
7D
-1.6%
1Y
-10.0%

Keisei Electric Railway Co., Ltd.'s (TSE:9009) Share Price Is Matching Sentiment Around Its Earnings

Jan 07
Keisei Electric Railway Co., Ltd.'s (TSE:9009) Share Price Is Matching Sentiment Around Its Earnings
9008
JP¥3,977.00
Keio
7D
-1.2%
1Y
7.8%

The Return Trends At Keio (TSE:9008) Look Promising

Jan 07
The Return Trends At Keio (TSE:9008) Look Promising
9041
JP¥3,244.00
Kintetsu Group HoldingsLtd
7D
1.1%
1Y
1.1%

Is Kintetsu Group HoldingsLtd (TSE:9041) Using Too Much Debt?

Jan 05
Is Kintetsu Group HoldingsLtd (TSE:9041) Using Too Much Debt?
9007
JP¥1,717.00
Odakyu Electric Railway
7D
1.1%
1Y
21.9%

Odakyu Electric Railway (TSE:9007) Shareholders Will Want The ROCE Trajectory To Continue

Dec 29
Odakyu Electric Railway (TSE:9007) Shareholders Will Want The ROCE Trajectory To Continue
9048
JP¥1,728.50
Nagoya Railroad
7D
1.6%
1Y
3.4%

Nagoya Railroad (TSE:9048) Is Increasing Its Dividend To ¥40.00

Dec 25
Nagoya Railroad (TSE:9048) Is Increasing Its Dividend To ¥40.00
9006
JP¥1,544.50
Keikyu
7D
-0.6%
1Y
18.8%

Keikyu (TSE:9006) Is Due To Pay A Dividend Of ¥23.00

Dec 10
Keikyu (TSE:9006) Is Due To Pay A Dividend Of ¥23.00
9023
JP¥1,666.50
Tokyo Metro
7D
3.4%
1Y
-3.4%
9021
JP¥3,160.00
West Japan Railway
7D
1.0%
1Y
16.5%
9031
JP¥2,885.00
Nishi-Nippon Railroad
7D
-1.2%
1Y
34.3%

Nishi-Nippon Railroad Co., Ltd. (TSE:9031) Surges 26% Yet Its Low P/E Is No Reason For Excitement

Dec 04
Nishi-Nippon Railroad Co., Ltd. (TSE:9031) Surges 26% Yet Its Low P/E Is No Reason For Excitement
9022
JP¥4,217.00
Central Japan Railway
7D
-3.5%
1Y
51.3%