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Japanese (NIKKEI) Railroads Industry Analysis

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies21
  • 7D-1.3%
  • 3M3.8%
  • 1Y22.7%
  • YTDn/a

Over the last 7 days, the Railroads industry has dropped 1.3%, driven by Central Japan Railway declining 0.2%. This takes the industry's 12 month performance to a gain of 23%. In the next few years earnings are forecast to be pretty stable.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 28 Feb 2026JP¥19.9tJP¥16.5tJP¥1.7t13.3x11.5x1.2x
Mon, 26 Jan 2026JP¥19.1tJP¥16.3tJP¥1.7t12.5x11x1.2x
Wed, 24 Dec 2025JP¥19.1tJP¥16.3tJP¥1.7t12x11.1x1.2x
Fri, 21 Nov 2025JP¥18.5tJP¥16.3tJP¥1.7t11.6x10.7x1.1x
Sun, 19 Oct 2025JP¥18.8tJP¥16.1tJP¥1.7t13x11x1.2x
Tue, 16 Sep 2025JP¥19.3tJP¥16.1tJP¥1.7t13x11.3x1.2x
Thu, 14 Aug 2025JP¥18.5tJP¥16.1tJP¥1.7t12.6x10.8x1.2x
Sat, 12 Jul 2025JP¥17.0tJP¥15.9tJP¥1.7t11x10x1.1x
Mon, 09 Jun 2025JP¥16.7tJP¥15.9tJP¥1.7t11x9.9x1x
Wed, 07 May 2025JP¥17.2tJP¥15.5tJP¥1.7t11.1x10.3x1.1x
Fri, 04 Apr 2025JP¥16.2tJP¥15.4tJP¥1.6t10.8x9.9x1.1x
Sun, 02 Mar 2025JP¥16.4tJP¥15.4tJP¥1.6t11.1x10x1.1x
Tue, 28 Jan 2025JP¥15.8tJP¥15.2tJP¥1.6t11.4x10.1x1x
Thu, 26 Dec 2024JP¥15.6tJP¥15.3tJP¥1.6t11x10x1x
Sat, 23 Nov 2024JP¥16.3tJP¥15.1tJP¥1.6t11.4x10.4x1.1x
Mon, 21 Oct 2024JP¥15.7tJP¥14.5tJP¥1.5t11.9x10.7x1.1x
Wed, 18 Sep 2024JP¥16.2tJP¥14.5tJP¥1.5t12.2x11.1x1.1x
Fri, 16 Aug 2024JP¥15.0tJP¥14.5tJP¥1.5t12.2x10.3x1x
Sun, 14 Jul 2024JP¥15.8tJP¥14.2tJP¥1.3t14.3x11.8x1.1x
Tue, 11 Jun 2024JP¥16.0tJP¥14.2tJP¥1.3t14.4x11.9x1.1x
Thu, 09 May 2024JP¥16.4tJP¥14.1tJP¥1.2t15.5x13.3x1.2x
Sat, 06 Apr 2024JP¥17.3tJP¥14.0tJP¥1.2t17.3x14.7x1.2x
Mon, 04 Mar 2024JP¥17.7tJP¥14.0tJP¥1.2t17.3x15.1x1.3x
Wed, 31 Jan 2024JP¥17.2tJP¥13.8tJP¥1.1t19.2x16.3x1.2x
Fri, 29 Dec 2023JP¥16.8tJP¥13.8tJP¥1.1t18.9x15.9x1.2x
Sun, 26 Nov 2023JP¥16.6tJP¥13.8tJP¥1.1t18.6x15.7x1.2x
Tue, 24 Oct 2023JP¥15.7tJP¥13.5tJP¥956.1b20.1x16.5x1.2x
Thu, 21 Sep 2023JP¥18.0tJP¥13.5tJP¥956.1b23.2x18.9x1.3x
Sat, 19 Aug 2023JP¥16.8tJP¥13.5tJP¥956.1b21.7x17.6x1.3x
Mon, 17 Jul 2023JP¥16.1tJP¥12.9tJP¥838.9b23x19.2x1.2x
Wed, 14 Jun 2023JP¥16.7tJP¥12.9tJP¥838.9b24.4x19.9x1.3x
Fri, 12 May 2023JP¥16.5tJP¥12.6tJP¥850.9b22.3x19.4x1.3x
Sun, 09 Apr 2023JP¥15.2tJP¥12.1tJP¥632.1b27.7x24.1x1.3x
Tue, 07 Mar 2023JP¥14.6tJP¥12.1tJP¥632.1b26.1x23.1x1.2x
Price to Earnings Ratio

23.1x


Total Market Cap: JP¥14.6tTotal Earnings: JP¥632.1bTotal Revenue: JP¥12.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Railroads Industry Price to Earnings3Y Average 13.6x202420252026
Current Industry PE
  • Investors are pessimistic on the Japanese Railroads 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 11.5x which is lower than its 3-year average PE of 13.6x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Railroads industry have grown 40% per year over the last three years.
  • Revenues for these companies have grown 11% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Japanese Railroads compare with similar industries?

JP Market0.75%
Industrials1.77%
Transportation-1.27%
Railroads-1.30%
Trucking-0.11%
Cargo Ground Transportation-1.02%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
9020 East Japan RailwayJP¥3.86k1.2%
+JP¥51.9b		30.1%PE19.2x
9005 TokyuJP¥2.00k3.5%
+JP¥38.2b		15.2%PE13.4x
9021 West Japan RailwayJP¥3.35k2.3%
+JP¥34.1b		12.6%PE12.7x
9001 Tobu RailwayJP¥3.15k2.9%
+JP¥17.2b		21.1%PE10.8x
9007 Odakyu Electric RailwayJP¥1.79k2.8%
+JP¥16.7b		20.7%PE14.3x

Latest News

9022
JP¥4,608.00
Central Japan Railway
7D
-0.3%
1Y
55.5%
9044
JP¥3,115.00
Nankai Electric Railway
7D
3.0%
1Y
23.8%
9020
JP¥3,860.00
East Japan Railway
7D
1.2%
1Y
30.1%

9020: Rising Dividend Payouts Will Likely Pressure Returns Despite Infrastructure Monitoring Advances

Analysts have raised their fair value estimate for East Japan Railway from ¥2,900 to about ¥2,974, reflecting updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News East Japan Railway and OKI jointly conducted a roughly seven month demonstration experiment in Indonesia using OKI's Zero Energy IoT Series for remote slope monitoring along railway tracks under the JICA SDGs Business Supporting Surveys program (Key Developments).
9005
JP¥1,997.50
Tokyu
7D
3.5%
1Y
15.2%

9005: Share Buybacks And Rising Dividends Will Drive Future Shareholder Returns

Analysts have trimmed their price target for Tokyu from about ¥2,605 to roughly ¥2,477, reflecting slightly more cautious assumptions on revenue growth, profit margins, and future P/E, while also applying a somewhat lower discount rate. What's in the News Tokyu issued consolidated earnings guidance for the fiscal year ending March 31, 2026, with operating revenue of ¥1,088,000 million, operating profit of ¥106,000 million, profit attributable to owners of parent of ¥117,600 million, and net income per share of ¥146.88 (Corporate Guidance).
9007
JP¥1,792.50
Odakyu Electric Railway
7D
2.8%
1Y
20.7%
9142
JP¥3,964.00
Kyushu Railway
7D
1.8%
1Y
9.9%

Kyushu Railway Company Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Feb 12
Kyushu Railway Company Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
9021
JP¥3,354.00
West Japan Railway
7D
2.3%
1Y
12.6%
9001
JP¥3,146.00
Tobu Railway
7D
2.9%
1Y
21.1%

Tobu Railway (TSE:9001) Is Increasing Its Dividend To ¥35.00

Feb 06
Tobu Railway (TSE:9001) Is Increasing Its Dividend To ¥35.00
9046
JP¥2,535.00
Kobe Electric Railway
7D
-0.8%
1Y
2.6%

Kobe Electric Railway (TSE:9046) Has Announced That It Will Be Increasing Its Dividend To ¥25.00

Feb 02
Kobe Electric Railway (TSE:9046) Has Announced That It Will Be Increasing Its Dividend To ¥25.00
9009
JP¥1,356.00
Keisei Electric Railway
7D
1.9%
1Y
-5.4%
9042
JP¥4,555.00
Hankyu Hanshin Holdings
7D
-0.04%
1Y
16.0%