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Japanese (NIKKEI) Transportation Industry Analysis

UpdatedAug 10, 2025
DataAggregated Company Financials
Companies47
  • 7D4.5%
  • 3M9.1%
  • 1Y22.0%
  • YTD17.4%

Over the last 7 days, the Transportation industry has risen 4.5%, and Seibu Holdings contributed the most with a gain of 19%. In the last 12 months, the industry was up 22%. Looking forward, earnings are forecast to decline by 1.0% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 10 Aug 2025JP¥20.0tJP¥18.8tJP¥1.8t12.6x11x1.1x
Tue, 08 Jul 2025JP¥18.5tJP¥18.6tJP¥1.8t11.4x10.3x1x
Thu, 05 Jun 2025JP¥18.0tJP¥18.6tJP¥1.8t10.9x10x1x
Sat, 03 May 2025JP¥18.6tJP¥18.0tJP¥1.8t10x10.6x1x
Mon, 31 Mar 2025JP¥18.2tJP¥17.9tJP¥1.7t10.5x10.5x1x
Wed, 26 Feb 2025JP¥17.5tJP¥17.9tJP¥1.7t10.3x10.1x1x
Fri, 24 Jan 2025JP¥16.9tJP¥17.7tJP¥1.7t10.5x10.1x1x
Sun, 22 Dec 2024JP¥17.1tJP¥17.7tJP¥1.7t10.2x10.3x1x
Tue, 19 Nov 2024JP¥18.3tJP¥17.7tJP¥1.7t11.2x10.9x1x
Thu, 17 Oct 2024JP¥17.4tJP¥17.1tJP¥1.6t11.3x11.1x1x
Sat, 14 Sep 2024JP¥17.7tJP¥17.3tJP¥1.6t12x11.3x1x
Mon, 12 Aug 2024JP¥16.4tJP¥17.2tJP¥1.5t11.1x10.6x1x
Wed, 10 Jul 2024JP¥17.2tJP¥17.0tJP¥1.5t13.5x11.8x1x
Fri, 07 Jun 2024JP¥17.5tJP¥17.0tJP¥1.5t12.9x12.1x1x
Sun, 05 May 2024JP¥18.3tJP¥16.9tJP¥1.3t12.6x13.7x1.1x
Tue, 02 Apr 2024JP¥18.8tJP¥16.7tJP¥1.3t13.3x14.6x1.1x
Thu, 29 Feb 2024JP¥18.9tJP¥16.7tJP¥1.3t12.9x14.7x1.1x
Sat, 27 Jan 2024JP¥18.6tJP¥16.6tJP¥1.2t13.9x15.9x1.1x
Mon, 25 Dec 2023JP¥18.2tJP¥16.6tJP¥1.2t13.2x15.6x1.1x
Wed, 22 Nov 2023JP¥18.1tJP¥16.6tJP¥1.2t13.7x15.5x1.1x
Fri, 20 Oct 2023JP¥17.4tJP¥16.3tJP¥1.1t12.5x16.3x1.1x
Sun, 17 Sep 2023JP¥19.6tJP¥16.3tJP¥1.1t13.1x18.3x1.2x
Tue, 15 Aug 2023JP¥18.5tJP¥16.3tJP¥1.1t12.9x17.3x1.1x
Thu, 13 Jul 2023JP¥17.7tJP¥15.7tJP¥951.9b14.6x18.6x1.1x
Sat, 10 Jun 2023JP¥17.9tJP¥15.7tJP¥951.9b14.3x18.8x1.1x
Mon, 08 May 2023JP¥17.6tJP¥15.3tJP¥963.8b12.6x18.2x1.1x
Wed, 05 Apr 2023JP¥16.6tJP¥14.8tJP¥746.8b12.1x22.2x1.1x
Fri, 03 Mar 2023JP¥15.6tJP¥14.8tJP¥740.5b12.9x21x1.1x
Sun, 29 Jan 2023JP¥16.5tJP¥16.0tJP¥750.9b11.5x22x1x
Tue, 27 Dec 2022JP¥16.6tJP¥16.0tJP¥751.0b11.5x22.2x1x
Thu, 24 Nov 2022JP¥17.3tJP¥16.0tJP¥751.0b11.8x23x1.1x
Sat, 22 Oct 2022JP¥17.9tJP¥15.1tJP¥385.4b11.8x46.3x1.2x
Mon, 19 Sep 2022JP¥17.8tJP¥15.1tJP¥385.5b12.4x46.1x1.2x
Wed, 17 Aug 2022JP¥16.8tJP¥15.1tJP¥385.5b12.3x43.6x1.1x
Price to Earnings Ratio

43.6x


Total Market Cap: JP¥16.8tTotal Earnings: JP¥385.5bTotal Revenue: JP¥15.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Transportation Industry Price to Earnings3Y Average 17.3x202320242025
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 11.0x which is lower than its 3-year average PE of 17.3x.
  • 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 68% per year over the last three years.
  • Revenues for these companies have grown 7.5% 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 Market2.39%
Industrials2.48%
Transportation4.55%
Railroads4.87%
Cargo Ground Transportation0.92%
Trucking0.61%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 14.6x.
    • Analysts are expecting annual earnings growth of 8.4%, which is higher than its past year's earnings growth of 4.9% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading close to its 3-year average of 10.3x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 8.4% over the next 5 years.
  • This is better than its past earnings growth rate of 4.9% 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
9024 Seibu HoldingsJP¥5.07k19.0%
+JP¥203.5b
99.4%PE5.1x
9020 East Japan RailwayJP¥3.52k5.1%
+JP¥194.7b
36.7%PE17.3x
9022 Central Japan RailwayJP¥3.81k5.8%
+JP¥187.8b
18.5%PE7.7x
9005 TokyuJP¥1.85k6.5%
+JP¥64.7b
9.1%PE14.1x
9042 Hankyu Hanshin HoldingsJP¥4.37k4.9%
+JP¥48.7b
6.1%PE15.5x

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