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Japanese (NIKKEI) Transportation Industry Analysis

UpdatedDec 30, 2025
DataAggregated Company Financials
Companies47
  • 7D2.4%
  • 3M2.6%
  • 1Y23.4%
  • YTD23.9%

In the last week, the Transportation industry is up 2.4%, with East Japan Railway up 1.3%. This means that the industry has gained 23% over the past year. 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, 31 Dec 2025JP¥21.0tJP¥19.1tJP¥1.8t12.2x11.5x1.1x
Fri, 28 Nov 2025JP¥20.9tJP¥19.1tJP¥1.8t12x11.4x1.1x
Sun, 26 Oct 2025JP¥20.4tJP¥18.8tJP¥1.8t12.9x11.2x1.1x
Tue, 23 Sep 2025JP¥20.8tJP¥18.8tJP¥1.8t13.1x11.4x1.1x
Thu, 21 Aug 2025JP¥20.7tJP¥18.8tJP¥1.8t12.9x11.4x1.1x
Sat, 19 Jul 2025JP¥18.3tJP¥18.6tJP¥1.8t11.4x10.2x1x
Mon, 16 Jun 2025JP¥18.1tJP¥18.6tJP¥1.8t11x10.1x1x
Wed, 14 May 2025JP¥18.4tJP¥18.1tJP¥1.7t10.6x11.1x1x
Fri, 11 Apr 2025JP¥18.1tJP¥17.9tJP¥1.7t10.3x10.4x1x
Sun, 09 Mar 2025JP¥18.0tJP¥17.9tJP¥1.7t10.7x10.4x1x
Tue, 04 Feb 2025JP¥17.4tJP¥17.7tJP¥1.7t11.1x10.3x1x
Thu, 02 Jan 2025JP¥17.4tJP¥17.8tJP¥1.7t10.9x10.4x1x
Sat, 30 Nov 2024JP¥18.1tJP¥17.8tJP¥1.7t10.8x10.8x1x
Mon, 28 Oct 2024JP¥17.8tJP¥17.5tJP¥1.6t11.3x11.1x1x
Wed, 25 Sep 2024JP¥17.5tJP¥17.3tJP¥1.6t12.1x11.2x1x
Fri, 23 Aug 2024JP¥17.2tJP¥17.2tJP¥1.6t12.1x11x1x
Sun, 21 Jul 2024JP¥17.5tJP¥17.0tJP¥1.5t14x12x1x
Tue, 18 Jun 2024JP¥16.6tJP¥17.0tJP¥1.5t12.4x11.5x1x
Thu, 16 May 2024JP¥17.8tJP¥16.9tJP¥1.4t12.5x12.7x1.1x
Sat, 13 Apr 2024JP¥18.7tJP¥16.7tJP¥1.3t13.3x14.5x1.1x
Mon, 11 Mar 2024JP¥19.0tJP¥16.7tJP¥1.3t13x14.8x1.1x
Wed, 07 Feb 2024JP¥19.2tJP¥16.7tJP¥1.3t13.5x15.2x1.1x
Fri, 05 Jan 2024JP¥18.5tJP¥16.6tJP¥1.2t13.5x15.8x1.1x
Sun, 03 Dec 2023JP¥17.9tJP¥16.6tJP¥1.2t13.6x15.3x1.1x
Tue, 31 Oct 2023JP¥17.3tJP¥16.3tJP¥1.1t12.6x16.2x1.1x
Thu, 28 Sep 2023JP¥19.1tJP¥16.3tJP¥1.1t12.8x17.9x1.2x
Sat, 26 Aug 2023JP¥18.3tJP¥16.3tJP¥1.1t12.7x17.2x1.1x
Mon, 24 Jul 2023JP¥17.7tJP¥15.7tJP¥951.9b14.8x18.6x1.1x
Wed, 21 Jun 2023JP¥17.9tJP¥15.7tJP¥951.9b14.3x18.8x1.1x
Fri, 19 May 2023JP¥18.3tJP¥15.4tJP¥951.3b13.3x19.2x1.2x
Sun, 16 Apr 2023JP¥16.6tJP¥14.8tJP¥746.8b12.1x22.3x1.1x
Tue, 14 Mar 2023JP¥15.9tJP¥14.8tJP¥740.5b12.9x21.5x1.1x
Thu, 09 Feb 2023JP¥15.5tJP¥14.4tJP¥749.6b12.9x20.7x1.1x
Sat, 07 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 14x20242025
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 11.5x 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 Market0.69%
Industrials0.83%
Transportation2.37%
Railroads2.52%
Trucking1.84%
Cargo Ground Transportation0.37%
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 7.8%, 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 7.8% 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
9020 East Japan RailwayJP¥4.13k1.3%
+JP¥58.7b		47.8%PE20.1x
9021 West Japan RailwayJP¥3.13k1.5%
+JP¥21.4b		11.8%PE10.9x
9042 Hankyu Hanshin HoldingsJP¥3.94k1.8%
+JP¥16.8b		-4.2%PE13.3x
9023 Tokyo MetroJP¥1.59k1.6%
+JP¥14.2b		-1.0%PE16x
9009 Keisei Electric RailwayJP¥1.29k2.1%
+JP¥12.5b		-9.1%PE8.6x

Latest News

9007
JP¥1,708.00
Odakyu Electric Railway
7D
1.1%
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
9049
JP¥7,460.00
Keifuku Electric RailroadLtd
7D
-1.8%
1Y
13.4%
9040
JP¥4,015.00
Taiho Transportation
7D
-1.0%
1Y
10.3%
9024
JP¥4,304.00
Seibu Holdings
7D
0.8%
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
9083
JP¥1,931.00
Shinki BusLtd
7D
-0.05%
1Y
12.1%
9003
JP¥2,818.00
Sotetsu Holdings
7D
-0.1%
1Y
13.0%

Sotetsu Holdings (TSE:9003) Has Affirmed Its Dividend Of ¥35.00

Dec 16
Sotetsu Holdings (TSE:9003) Has Affirmed Its Dividend Of ¥35.00
9036
JP¥1,204.00
Tohbu Network
7D
-0.4%
1Y
47.9%
9020
JP¥4,132.00
East Japan Railway
7D
1.3%
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
-1.3%
1Y
67.0%
9023
JP¥1,594.50
Tokyo Metro
7D
1.6%
1Y
-1.0%
9041
JP¥3,070.00
Kintetsu Group HoldingsLtd
7D
1.8%
1Y
-7.3%

Kintetsu Group HoldingsLtd's (TSE:9041) Dividend Will Be ¥30.00

Dec 09
Kintetsu Group HoldingsLtd's (TSE:9041) Dividend Will Be ¥30.00
9021
JP¥3,126.00
West Japan Railway
7D
1.5%
1Y
11.8%
9042
JP¥3,943.00
Hankyu Hanshin Holdings
7D
1.8%
1Y
-4.2%
9031
JP¥2,796.00
Nishi-Nippon Railroad
7D
-0.8%
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
9009
JP¥1,289.00
Keisei Electric Railway
7D
2.1%
1Y
-9.1%
9012
JP¥2,042.00
Chichibu Railway
7D
-0.2%
1Y
0.5%

Chichibu Railway's (TSE:9012) Solid Earnings Are Supported By Other Strong Factors

Nov 25
Chichibu Railway's (TSE:9012) Solid Earnings Are Supported By Other Strong Factors