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Japanese (NIKKEI) Transportation Industry Analysis

UpdatedApr 10, 2026
DataAggregated Company Financials
Companies47
  • 7D-0.1%
  • 3M-0.9%
  • 1Y17.1%
  • YTD-0.6%

Over the last 7 days, the Transportation industry has remained flat. The past year has been better, since the industry has gained 17% in that time. As for the next few years, earnings are expected to grow by 1.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 10 Apr 2026JP¥20.9tJP¥19.3tJP¥1.8t12.8x11.3x1.1x
Sun, 08 Mar 2026JP¥20.8tJP¥19.3tJP¥1.8t12.7x11.3x1.1x
Tue, 03 Feb 2026JP¥20.5tJP¥19.1tJP¥1.8t12.4x11.2x1.1x
Thu, 01 Jan 2026JP¥20.9tJP¥19.1tJP¥1.8t12.1x11.4x1.1x
Sat, 29 Nov 2025JP¥20.8tJP¥19.1tJP¥1.8t12x11.3x1.1x
Mon, 27 Oct 2025JP¥20.4tJP¥18.8tJP¥1.8t12.9x11.2x1.1x
Wed, 24 Sep 2025JP¥20.8tJP¥18.8tJP¥1.8t13.1x11.4x1.1x
Fri, 22 Aug 2025JP¥20.5tJP¥18.8tJP¥1.8t12.7x11.2x1.1x
Sun, 20 Jul 2025JP¥18.3tJP¥18.6tJP¥1.8t11.4x10.2x1x
Tue, 17 Jun 2025JP¥18.2tJP¥18.6tJP¥1.8t10.9x10.1x1x
Thu, 15 May 2025JP¥18.1tJP¥18.1tJP¥1.7t10.8x10.9x1x
Sat, 12 Apr 2025JP¥17.9tJP¥17.9tJP¥1.7t10.3x10.3x1x
Mon, 10 Mar 2025JP¥18.0tJP¥17.9tJP¥1.7t10.7x10.4x1x
Wed, 05 Feb 2025JP¥17.2tJP¥17.7tJP¥1.7t11.2x10.1x1x
Fri, 03 Jan 2025JP¥17.4tJP¥17.8tJP¥1.7t10.9x10.4x1x
Sun, 01 Dec 2024JP¥18.1tJP¥17.8tJP¥1.7t10.8x10.8x1x
Tue, 29 Oct 2024JP¥18.1tJP¥17.5tJP¥1.6t11.4x11.2x1x
Thu, 26 Sep 2024JP¥17.5tJP¥17.3tJP¥1.6t12.2x11.2x1x
Sat, 24 Aug 2024JP¥17.3tJP¥17.2tJP¥1.6t12x11.1x1x
Mon, 22 Jul 2024JP¥17.4tJP¥17.0tJP¥1.5t14x12x1x
Wed, 19 Jun 2024JP¥16.7tJP¥17.0tJP¥1.5t12.6x11.5x1x
Fri, 17 May 2024JP¥17.6tJP¥17.0tJP¥1.4t12.6x12.4x1x
Sun, 14 Apr 2024JP¥18.7tJP¥16.7tJP¥1.3t13.3x14.5x1.1x
Tue, 12 Mar 2024JP¥19.0tJP¥16.7tJP¥1.3t13x14.8x1.1x
Thu, 08 Feb 2024JP¥19.1tJP¥16.7tJP¥1.3t13.6x15.1x1.1x
Sat, 06 Jan 2024JP¥18.7tJP¥16.6tJP¥1.2t13.4x16x1.1x
Mon, 04 Dec 2023JP¥17.9tJP¥16.6tJP¥1.2t13.6x15.3x1.1x
Wed, 01 Nov 2023JP¥17.6tJP¥16.3tJP¥1.1t12.4x16.5x1.1x
Fri, 29 Sep 2023JP¥18.6tJP¥16.3tJP¥1.1t12.6x17.4x1.1x
Sun, 27 Aug 2023JP¥18.3tJP¥16.3tJP¥1.1t12.7x17.2x1.1x
Tue, 25 Jul 2023JP¥17.8tJP¥15.7tJP¥951.9b14.8x18.7x1.1x
Thu, 22 Jun 2023JP¥18.2tJP¥15.7tJP¥951.9b14.5x19.1x1.2x
Sat, 20 May 2023JP¥18.0tJP¥15.4tJP¥950.5b13.2x19x1.2x
Mon, 17 Apr 2023JP¥16.6tJP¥14.8tJP¥746.8b12.1x22.3x1.1x
Price to Earnings Ratio

22.3x


Total Market Cap: JP¥16.6tTotal Earnings: JP¥746.8bTotal Revenue: JP¥14.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Transportation Industry Price to Earnings3Y Average 13.1x202420252026
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 11.3x which is lower than its 3-year average PE of 13.1x.
  • 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 9.3% 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 Market3.71%
Industrials4.21%
Transportation-0.14%
Cargo Ground Transportation2.93%
Trucking1.08%
Railroads-0.41%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 15.1x.
    • Analysts are expecting annual earnings growth of 7.2%, which is higher than its past year's earnings growth of 5.4% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 10.1x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 7.2% over the next 5 years.
  • This is better than its past earnings growth rate of 5.4% 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
9022 Central Japan RailwayJP¥4.20k1.5%
+JP¥59.2b		47.1%PE7.4x
9031 Nishi-Nippon RailroadJP¥3.17k2.8%
+JP¥6.6b		50.6%PE7.4x
9072 NIKKON HoldingsLtdJP¥4.83k0.6%
+JP¥3.4b		65.5%PE35.3x
9039 Sakai Moving ServiceLtdJP¥2.89k2.7%
+JP¥3.1b		18.2%PE13.8x
9076 Seino HoldingsJP¥2.51k0.5%
+JP¥2.0b		10.1%PE16x

Latest News

9005
JP¥1,886.00
Tokyu
7D
-1.6%
1Y
7.7%

9005: Ongoing Share Buybacks And Higher Payout Will Support Stable Shareholder Returns

Analysts now place Tokyu's fair value at ¥2,168.57 per share, compared with the previous ¥2,096.67. This reflects updated assumptions for slightly higher revenue growth, a modestly stronger profit margin, a similar discount rate, and a marginally lower future P/E multiple.
9020
JP¥3,548.00
East Japan Railway
7D
-2.5%
1Y
16.4%

9020: Lower Margin Outlook And Higher Required Returns Will Likely Restrain Future Upside

Analysts have adjusted their price target for East Japan Railway from ¥2,974 to ¥2,900, citing updated assumptions that combine slightly higher revenue growth and a higher future P/E with a lower profit margin and a modestly higher discount rate. Valuation Changes Fair Value: revised from ¥2,974.44 to ¥2,900.00, indicating a slightly lower central estimate.
9072
JP¥4,834.00
NIKKON HoldingsLtd
7D
0.6%
1Y
65.5%
9068
JP¥8,410.00
Maruzen Showa Unyu
7D
1.2%
1Y
46.5%
9023
JP¥1,604.50
Tokyo Metro
7D
-3.8%
1Y
-18.2%
9021
JP¥3,126.00
West Japan Railway
7D
-2.1%
1Y
3.5%
9076
JP¥2,505.00
Seino Holdings
7D
0.5%
1Y
10.1%
9031
JP¥3,171.00
Nishi-Nippon Railroad
7D
2.8%
1Y
50.6%
9039
JP¥2,893.00
Sakai Moving ServiceLtd
7D
2.7%
1Y
18.2%
9024
JP¥4,152.00
Seibu Holdings
7D
-7.7%
1Y
26.2%
9009
JP¥1,203.50
Keisei Electric Railway
7D
-2.4%
1Y
-13.4%
9041
JP¥3,297.00
Kintetsu Group HoldingsLtd
7D
-2.3%
1Y
6.4%
9022
JP¥4,204.00
Central Japan Railway
7D
1.5%
1Y
47.1%
9003
JP¥3,012.00
Sotetsu Holdings
7D
-3.0%
1Y
35.4%
9028
JP¥3,590.00
ZERO
7D
2.4%
1Y
37.5%
9085
JP¥7,500.00
Hokkaido Chuo Bus
7D
5.9%
1Y
100.0%