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Japanese (NIKKEI) Transportation Industry Analysis

UpdatedFeb 11, 2026
DataAggregated Company Financials
Companies47
  • 7D4.2%
  • 3M8.1%
  • 1Y28.9%
  • YTD3.0%

Over the last 7 days, the Transportation industry has risen 4.2%, driven by gains from East Japan Railway of 3.9%. This takes the industry's 12 month performance to a gain of 29%. 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, 11 Feb 2026JP¥21.6tJP¥19.2tJP¥1.8t13x11.8x1.1x
Fri, 09 Jan 2026JP¥21.0tJP¥19.1tJP¥1.8t12.1x11.4x1.1x
Sun, 07 Dec 2025JP¥20.3tJP¥19.1tJP¥1.8t11.6x11.1x1.1x
Tue, 04 Nov 2025JP¥19.9tJP¥18.9tJP¥1.9t12.4x10.6x1x
Thu, 02 Oct 2025JP¥20.5tJP¥18.8tJP¥1.8t12.9x11.3x1.1x
Sat, 30 Aug 2025JP¥20.3tJP¥18.8tJP¥1.8t12.9x11.2x1.1x
Mon, 28 Jul 2025JP¥18.5tJP¥18.6tJP¥1.8t11.9x10.3x1x
Wed, 25 Jun 2025JP¥18.3tJP¥18.6tJP¥1.8t11.3x10.2x1x
Fri, 23 May 2025JP¥18.0tJP¥18.6tJP¥1.8t10.6x10x1x
Sun, 20 Apr 2025JP¥18.4tJP¥17.9tJP¥1.7t10.3x10.6x1x
Tue, 18 Mar 2025JP¥18.4tJP¥17.9tJP¥1.7t11x10.6x1x
Thu, 13 Feb 2025JP¥17.2tJP¥17.8tJP¥1.7t10.7x10x1x
Sat, 11 Jan 2025JP¥17.0tJP¥17.8tJP¥1.7t10.6x10.2x1x
Mon, 09 Dec 2024JP¥17.8tJP¥17.8tJP¥1.7t10.8x10.7x1x
Wed, 06 Nov 2024JP¥18.3tJP¥17.6tJP¥1.6t11.9x11.4x1x
Fri, 04 Oct 2024JP¥17.6tJP¥17.3tJP¥1.6t11.1x11.2x1x
Sun, 01 Sep 2024JP¥17.5tJP¥17.3tJP¥1.6t12.1x11.2x1x
Tue, 30 Jul 2024JP¥17.6tJP¥17.0tJP¥1.5t13.8x12.1x1x
Thu, 27 Jun 2024JP¥17.3tJP¥17.0tJP¥1.5t13.7x11.9x1x
Sat, 25 May 2024JP¥17.8tJP¥17.0tJP¥1.5t12.9x12.2x1x
Mon, 22 Apr 2024JP¥18.1tJP¥16.7tJP¥1.3t13x14.1x1.1x
Wed, 20 Mar 2024JP¥19.7tJP¥16.7tJP¥1.3t13.2x15.3x1.2x
Fri, 16 Feb 2024JP¥18.7tJP¥16.8tJP¥1.3t12.9x14.4x1.1x
Sun, 14 Jan 2024JP¥19.2tJP¥16.6tJP¥1.2t13.6x16.4x1.2x
Tue, 12 Dec 2023JP¥18.4tJP¥16.6tJP¥1.2t13.2x15.8x1.1x
Thu, 09 Nov 2023JP¥17.5tJP¥16.6tJP¥1.3t12.8x14x1.1x
Sat, 07 Oct 2023JP¥17.6tJP¥16.3tJP¥1.1t12.5x16.5x1.1x
Mon, 04 Sep 2023JP¥18.9tJP¥16.3tJP¥1.1t13x17.7x1.2x
Wed, 02 Aug 2023JP¥18.5tJP¥15.9tJP¥1.0t13.9x17.9x1.2x
Fri, 30 Jun 2023JP¥18.3tJP¥15.7tJP¥951.9b14.5x19.3x1.2x
Sun, 28 May 2023JP¥17.8tJP¥15.4tJP¥944.5b14.1x18.8x1.2x
Tue, 25 Apr 2023JP¥17.2tJP¥14.8tJP¥746.4b12.6x23.1x1.2x
Thu, 23 Mar 2023JP¥14.9tJP¥12.7tJP¥650.9b21.7x22.9x1.2x
Sat, 18 Feb 2023JP¥15.4tJP¥14.8tJP¥740.5b12.8x20.8x1x
Price to Earnings Ratio

20.8x


Total Market Cap: JP¥15.4tTotal Earnings: JP¥740.5bTotal Revenue: JP¥14.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Transportation Industry Price to Earnings3Y Average 13.6x202420252026
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 11.8x 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 1.1x.
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 9.2% 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 Market5.32%
Industrials7.48%
Transportation4.16%
Railroads4.34%
Cargo Ground Transportation2.14%
Trucking2.02%
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 9.0%, which is higher than its past year's earnings growth of 4.2% 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 9.0% over the next 5 years.
  • This is better than its past earnings growth rate of 4.2% 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
9020 East Japan RailwayJP¥3.89k3.3%
+JP¥138.8b		41.8%PE19.3x
9022 Central Japan RailwayJP¥4.72k2.0%
+JP¥89.0b		68.9%PE8.3x
9042 Hankyu Hanshin HoldingsJP¥4.51k5.8%
+JP¥58.4b		23.0%PE14.6x
9009 Keisei Electric RailwayJP¥1.29k8.5%
+JP¥48.7b		-11.0%PE12.1x
9005 TokyuJP¥1.86k4.6%
+JP¥46.7b		7.0%PE12.4x

Latest News

9005
JP¥1,856.00
Tokyu
7D
4.6%
1Y
7.0%
9039
JP¥2,910.00
Sakai Moving ServiceLtd
7D
-1.7%
1Y
27.0%
9063
JP¥4,400.00
Okayamaken Freight Transportation
7D
-1.1%
1Y
46.7%
9081
JP¥3,670.00
Kanagawa Chuo Kotsu
7D
-1.5%
1Y
-3.7%
9001
JP¥2,995.00
Tobu Railway
7D
7.0%
1Y
16.5%

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

Feb 06
Tobu Railway (TSE:9001) Is Increasing Its Dividend To ¥35.00
9020
JP¥3,887.00
East Japan Railway
7D
3.3%
1Y
41.8%

9020: IoT Infrastructure Monitoring And Stable Margins Will Support Further Upside

Analysts have adjusted their price target for East Japan Railway slightly lower to ¥5,299 from about ¥5,300, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E that fine-tune their valuation rather than changing the core outlook. What's in the News East Japan Railway and OKI conducted a roughly seven month demonstration 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).
9022
JP¥4,717.00
Central Japan Railway
7D
2.0%
1Y
68.9%

Central Japan Railway Company Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Feb 04
Central Japan Railway Company Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
9046
JP¥2,500.00
Kobe Electric Railway
7D
-0.6%
1Y
1.1%

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
9023
JP¥1,698.00
Tokyo Metro
7D
2.7%
1Y
-3.1%
9009
JP¥1,294.00
Keisei Electric Railway
7D
8.5%
1Y
-11.0%
9042
JP¥4,505.00
Hankyu Hanshin Holdings
7D
5.8%
1Y
23.0%
9007
JP¥1,724.00
Odakyu Electric Railway
7D
4.5%
1Y
18.4%

Is Odakyu Electric Railway (TSE:9007) Using Too Much Debt?

Jan 27
Is Odakyu Electric Railway (TSE:9007) Using Too Much Debt?
9040
JP¥4,100.00
Taiho Transportation
7D
-0.6%
1Y
9.6%
9051
JP¥1,463.00
Senkon Logistics
7D
-0.8%
1Y
51.3%
9017
JP¥2,127.00
Niigata Kotsu
7D
-0.3%
1Y
-1.1%