Analysis Article • May 18
Have your own idea? Try our Stock Screener
Japanese (NIKKEI) Transportation Industry Analysis
UpdatedMay 21, 2026
DataAggregated Company Financials
Companies49
- 7D-0.2%
- 3M-11.0%
- 1Y9.9%
- YTD-6.9%
Over the last 7 days, the Transportation industry has risen 1.7%, and Hankyu Hanshin Holdings contributed the most with a gain of 4.9%. Meanwhile, Seibu Holdings actually underperformed within the industry, shrinking 21% in the last week. This means that the industry has gained 11% over the past year. Earnings are forecast to grow by 2.6% 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 |
|---|---|---|---|---|---|---|
| Thu, 21 May 2026 | JP¥19.5t | JP¥19.2t | JP¥1.7t | 12.2x | 11.2x | 1x |
| Sat, 18 Apr 2026 | JP¥20.3t | JP¥19.3t | JP¥1.8t | 12.4x | 11.1x | 1.1x |
| Mon, 16 Mar 2026 | JP¥20.4t | JP¥19.3t | JP¥1.8t | 12.5x | 11.1x | 1.1x |
| Wed, 11 Feb 2026 | JP¥21.6t | JP¥19.2t | JP¥1.8t | 13x | 11.8x | 1.1x |
| Fri, 09 Jan 2026 | JP¥21.0t | JP¥19.1t | JP¥1.8t | 12.1x | 11.4x | 1.1x |
| Sun, 07 Dec 2025 | JP¥20.3t | JP¥19.1t | JP¥1.8t | 11.6x | 11.1x | 1.1x |
| Tue, 04 Nov 2025 | JP¥19.9t | JP¥18.9t | JP¥1.9t | 12.4x | 10.6x | 1x |
| Thu, 02 Oct 2025 | JP¥20.5t | JP¥18.8t | JP¥1.8t | 12.9x | 11.3x | 1.1x |
| Sat, 30 Aug 2025 | JP¥20.3t | JP¥18.8t | JP¥1.8t | 12.9x | 11.2x | 1.1x |
| Mon, 28 Jul 2025 | JP¥18.5t | JP¥18.6t | JP¥1.8t | 11.9x | 10.3x | 1x |
| Wed, 25 Jun 2025 | JP¥18.3t | JP¥18.6t | JP¥1.8t | 11.3x | 10.2x | 1x |
| Fri, 23 May 2025 | JP¥18.0t | JP¥18.6t | JP¥1.8t | 10.6x | 10x | 1x |
| Sun, 20 Apr 2025 | JP¥18.4t | JP¥17.9t | JP¥1.7t | 10.3x | 10.6x | 1x |
| Tue, 18 Mar 2025 | JP¥18.4t | JP¥17.9t | JP¥1.7t | 11x | 10.6x | 1x |
| Thu, 13 Feb 2025 | JP¥17.2t | JP¥17.8t | JP¥1.7t | 10.7x | 10x | 1x |
| Sat, 11 Jan 2025 | JP¥17.0t | JP¥17.8t | JP¥1.7t | 10.6x | 10.2x | 1x |
| Mon, 09 Dec 2024 | JP¥17.8t | JP¥17.8t | JP¥1.7t | 10.8x | 10.7x | 1x |
| Wed, 06 Nov 2024 | JP¥18.3t | JP¥17.6t | JP¥1.6t | 11.9x | 11.4x | 1x |
| Fri, 04 Oct 2024 | JP¥17.6t | JP¥17.3t | JP¥1.6t | 11.1x | 11.2x | 1x |
| Sun, 01 Sep 2024 | JP¥17.5t | JP¥17.3t | JP¥1.6t | 12.1x | 11.2x | 1x |
| Tue, 30 Jul 2024 | JP¥17.6t | JP¥17.0t | JP¥1.5t | 13.8x | 12.1x | 1x |
| Thu, 27 Jun 2024 | JP¥17.3t | JP¥17.0t | JP¥1.5t | 13.7x | 11.9x | 1x |
| Sat, 25 May 2024 | JP¥17.8t | JP¥17.0t | JP¥1.5t | 12.9x | 12.2x | 1x |
| Mon, 22 Apr 2024 | JP¥18.1t | JP¥16.7t | JP¥1.3t | 13x | 14.1x | 1.1x |
| Wed, 20 Mar 2024 | JP¥19.7t | JP¥16.7t | JP¥1.3t | 13.2x | 15.3x | 1.2x |
| Fri, 16 Feb 2024 | JP¥18.7t | JP¥16.8t | JP¥1.3t | 12.9x | 14.4x | 1.1x |
| Sun, 14 Jan 2024 | JP¥19.2t | JP¥16.6t | JP¥1.2t | 13.6x | 16.4x | 1.2x |
| Tue, 12 Dec 2023 | JP¥18.4t | JP¥16.6t | JP¥1.2t | 13.2x | 15.8x | 1.1x |
| Thu, 09 Nov 2023 | JP¥17.5t | JP¥16.6t | JP¥1.3t | 12.8x | 14x | 1.1x |
| Sat, 07 Oct 2023 | JP¥17.6t | JP¥16.3t | JP¥1.1t | 12.5x | 16.5x | 1.1x |
| Mon, 04 Sep 2023 | JP¥18.9t | JP¥16.3t | JP¥1.1t | 13x | 17.7x | 1.2x |
| Wed, 02 Aug 2023 | JP¥18.5t | JP¥15.9t | JP¥1.0t | 13.9x | 17.9x | 1.2x |
| Fri, 30 Jun 2023 | JP¥18.3t | JP¥15.7t | JP¥951.9b | 14.5x | 19.3x | 1.2x |
| Sun, 28 May 2023 | JP¥17.8t | JP¥15.4t | JP¥944.5b | 14.1x | 18.8x | 1.2x |
Price to Earnings Ratio
18.8x
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 12.8x.
- 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 22% per year over the last three years.
- Revenues for these companies have grown 7.6% 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 | -3.06% | |
| Industrials | -6.49% | |
| Transportation | -0.19% | |
| Cargo Ground Transportation | 6.51% | |
| Railroads | -0.79% | |
| Trucking | -1.55% | |
Industry PE
- Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 15.4x.
- Analysts are expecting annual earnings growth of 3.3%, which is lower than the prior year's growth of 10.2% per year.
- Investors are most pessimistic about the Trucking industry, which is trading close to its 3-year average of 10.0x.
Forecasted Growth
- Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 3.3% over the next 5 years.
- However this is lower than its past earnings growth rate of 10% per year.
- In contrast, the Trucking industry is expected to see its earnings decline by 2.8% per year 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 | |
|---|---|---|---|---|---|
| 9072 NIKKON HoldingsLtd | JP¥6.34k | 20.0% +JP¥123.3b | 101.9% | PE40.5x | |
| 9042 Hankyu Hanshin Holdings | JP¥4.82k | 5.4% +JP¥58.6b | 24.2% | PE14.6x | |
| 9075 Fukuyama Transporting | JP¥6.28k | 18.3% +JP¥33.2b | 92.9% | PE15.7x | |
| 9020 East Japan Railway | JP¥3.71k | 0.7% +JP¥28.2b | 21.2% | PE16.9x | |
| 9048 Nagoya Railroad | JP¥1.88k | 5.9% +JP¥20.6b | 15.5% | PE16.1x |