Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Transportation Industry Analysis

UpdatedJan 02, 2026
DataAggregated Company Financials
Companies47
  • 7D-0.6%
  • 3M2.6%
  • 1Y22.6%
  • YTDn/a

The Transportation industry has stayed flat over the last week. As for the the longer term, the industry is up 23% over the past 12 months. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 02 Jan 2026JP¥20.9tJP¥19.1tJP¥1.8t12.1x11.4x1.1x
Sun, 30 Nov 2025JP¥20.8tJP¥19.1tJP¥1.8t12x11.3x1.1x
Tue, 28 Oct 2025JP¥20.6tJP¥18.8tJP¥1.8t13.1x11.3x1.1x
Thu, 25 Sep 2025JP¥20.9tJP¥18.8tJP¥1.8t13.1x11.5x1.1x
Sat, 23 Aug 2025JP¥20.5tJP¥18.8tJP¥1.8t12.7x11.3x1.1x
Mon, 21 Jul 2025JP¥18.3tJP¥18.6tJP¥1.8t11.4x10.2x1x
Wed, 18 Jun 2025JP¥18.2tJP¥18.6tJP¥1.8t11x10.2x1x
Fri, 16 May 2025JP¥18.4tJP¥18.1tJP¥1.6t10.9x11.4x1x
Sun, 13 Apr 2025JP¥17.9tJP¥17.9tJP¥1.7t10.3x10.3x1x
Tue, 11 Mar 2025JP¥18.1tJP¥17.9tJP¥1.7t10.7x10.4x1x
Thu, 06 Feb 2025JP¥17.1tJP¥17.8tJP¥1.7t11.1x10x1x
Sat, 04 Jan 2025JP¥17.4tJP¥17.8tJP¥1.7t10.9x10.4x1x
Mon, 02 Dec 2024JP¥18.1tJP¥17.8tJP¥1.7t10.8x10.8x1x
Wed, 30 Oct 2024JP¥18.3tJP¥17.5tJP¥1.6t11.6x11.3x1x
Fri, 27 Sep 2024JP¥17.7tJP¥17.3tJP¥1.6t12.3x11.3x1x
Sun, 25 Aug 2024JP¥17.3tJP¥17.2tJP¥1.6t12x11.1x1x
Tue, 23 Jul 2024JP¥17.7tJP¥17.0tJP¥1.5t13.9x12.2x1x
Thu, 20 Jun 2024JP¥16.9tJP¥17.0tJP¥1.5t12.8x11.6x1x
Sat, 18 May 2024JP¥17.7tJP¥17.0tJP¥1.4t12.7x12.5x1x
Mon, 15 Apr 2024JP¥18.7tJP¥16.7tJP¥1.3t13.3x14.5x1.1x
Wed, 13 Mar 2024JP¥18.9tJP¥16.7tJP¥1.3t13x14.7x1.1x
Fri, 09 Feb 2024JP¥19.0tJP¥16.8tJP¥1.3t13.4x15x1.1x
Sun, 07 Jan 2024JP¥18.7tJP¥16.6tJP¥1.2t13.4x16x1.1x
Tue, 05 Dec 2023JP¥17.8tJP¥16.6tJP¥1.2t13.5x15.3x1.1x
Thu, 02 Nov 2023JP¥18.0tJP¥16.5tJP¥1.2t12.6x15.2x1.1x
Sat, 30 Sep 2023JP¥18.5tJP¥16.3tJP¥1.1t12.8x17.3x1.1x
Mon, 28 Aug 2023JP¥18.3tJP¥16.3tJP¥1.1t12.7x17.2x1.1x
Wed, 26 Jul 2023JP¥17.8tJP¥15.7tJP¥951.9b14.8x18.7x1.1x
Fri, 23 Jun 2023JP¥18.2tJP¥15.7tJP¥951.9b14.5x19.1x1.2x
Sun, 21 May 2023JP¥18.0tJP¥15.4tJP¥944.4b14.3x19.1x1.2x
Tue, 18 Apr 2023JP¥16.7tJP¥14.8tJP¥746.8b12.1x22.4x1.1x
Thu, 16 Mar 2023JP¥15.8tJP¥14.8tJP¥740.5b12.7x21.3x1.1x
Sat, 11 Feb 2023JP¥15.5tJP¥14.4tJP¥747.9b11.7x20.7x1.1x
Mon, 09 Jan 2023JP¥16.3tJP¥16.0tJP¥751.0b11.3x21.6x1x
Price to Earnings Ratio

21.6x


Total Market Cap: JP¥16.3tTotal Earnings: JP¥751.0bTotal Revenue: JP¥16.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Transportation Industry Price to Earnings3Y Average 14x202420252026
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 14.0x.
  • 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 Market-0.23%
Industrials-0.12%
Transportation-0.62%
Trucking0.75%
Cargo Ground Transportation0.27%
Railroads-0.70%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 14.8x.
    • Analysts are expecting annual earnings growth of 7.7%, 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 7.7% 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
9068 Maruzen Showa UnyuJP¥8.20k3.3%
+JP¥5.1b		34.2%PE16.2x
9048 Nagoya RailroadJP¥1.68k0.6%
+JP¥2.1b		-4.0%PE12x
9028 ZEROJP¥4.03k2.4%
+JP¥1.6b		54.6%PE9.6x
9029 Higashi HoldingsJP¥1.86k3.7%
+JP¥876.0m		79.9%PE10.4x
9057 Enshu TruckLtdJP¥3.59k2.6%
+JP¥672.6m		42.3%PE11.6x

Latest News

9007
JP¥1,708.00
Odakyu Electric Railway
7D
-0.7%
1Y
17.6%

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¥1,682.00
Nagoya Railroad
7D
0.6%
1Y
-4.0%

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

Dec 25
Nagoya Railroad (TSE:9048) Is Increasing Its Dividend To ¥40.00
9028
JP¥4,030.00
ZERO
7D
2.4%
1Y
54.6%

ZERO's (TSE:9028) Dividend Will Be ¥56.00

Dec 25
ZERO's (TSE:9028) Dividend Will Be ¥56.00
9024
JP¥4,304.00
Seibu Holdings
7D
-2.2%
1Y
34.2%

Seibu Holdings (TSE:9024) Seems To Use Debt Quite Sensibly

Dec 23
Seibu Holdings (TSE:9024) Seems To Use Debt Quite Sensibly
9005
JP¥1,830.00
Tokyu
7D
-0.3%
1Y
8.4%

Estimating The Intrinsic Value Of Tokyu Corporation (TSE:9005)

Dec 22
Estimating The Intrinsic Value Of Tokyu Corporation (TSE:9005)
9068
JP¥8,200.00
Maruzen Showa Unyu
7D
3.3%
1Y
34.2%

Maruzen Showa Unyu Co., Ltd.'s (TSE:9068) Price In Tune With Earnings

Dec 19
Maruzen Showa Unyu Co., Ltd.'s (TSE:9068) Price In Tune With Earnings
9020
JP¥4,132.00
East Japan Railway
7D
-0.4%
1Y
47.8%

9020: Rising Dividend Payouts Will Likely Pressure Long Term Share Returns

Analysts have raised their price target on East Japan Railway from ¥2,700 to ¥2,900, citing expectations for stronger revenue growth, improving profit margins, and a slightly lower future P/E multiple that supports a higher fair value despite a higher assumed discount rate. What's in the News Raised earnings guidance for FY ending March 31, 2026, with operating revenues now expected at JPY 3,058 billion, operating income at JPY 405 billion, and profit attributable to owners at JPY 237 billion, driven by stronger passenger revenues (Corporate Guidance; Key Developments).
9072
JP¥3,406.00
NIKKON HoldingsLtd
7D
-1.4%
1Y
67.0%
9029
JP¥1,862.00
Higashi Holdings
7D
3.7%
1Y
79.9%
9031
JP¥2,796.00
Nishi-Nippon Railroad
7D
-1.3%
1Y
23.3%

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¥4,337.00
Central Japan Railway
7D
-1.4%
1Y
46.3%
9039
JP¥2,867.00
Sakai Moving ServiceLtd
7D
0.4%
1Y
15.8%
9009
JP¥1,289.00
Keisei Electric Railway
7D
-2.5%
1Y
-9.1%
9619
JP¥2,128.00
Ichinen HoldingsLtd
7D
0.9%
1Y
10.5%
9081
JP¥3,750.00
Kanagawa Chuo Kotsu
7D
0.9%
1Y
-1.4%
9057
JP¥3,590.00
Enshu TruckLtd
7D
2.6%
1Y
42.3%