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Japanese (NIKKEI) Transportation Industry Analysis

UpdatedJan 23, 2026
DataAggregated Company Financials
Companies47
  • 7D-0.4%
  • 3M2.3%
  • 1Y25.7%
  • YTD-0.9%

Over the last 7 days, the Transportation industry has remained flat. The past year has been better, since the industry has gained 26% in that time. 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, 23 Jan 2026JP¥20.7tJP¥19.1tJP¥1.8t12.5x11.3x1.1x
Sun, 21 Dec 2025JP¥21.0tJP¥19.1tJP¥1.8t12x11.5x1.1x
Tue, 18 Nov 2025JP¥19.9tJP¥19.1tJP¥1.8t12.1x10.9x1x
Thu, 16 Oct 2025JP¥20.3tJP¥18.8tJP¥1.8t12.5x11.1x1.1x
Sat, 13 Sep 2025JP¥20.9tJP¥18.8tJP¥1.8t13.1x11.5x1.1x
Mon, 11 Aug 2025JP¥20.0tJP¥18.8tJP¥1.8t12.6x11x1.1x
Wed, 09 Jul 2025JP¥18.5tJP¥18.6tJP¥1.8t11.4x10.3x1x
Fri, 06 Jun 2025JP¥18.0tJP¥18.6tJP¥1.8t10.8x10x1x
Sun, 04 May 2025JP¥18.6tJP¥18.0tJP¥1.8t10x10.6x1x
Tue, 01 Apr 2025JP¥17.6tJP¥17.9tJP¥1.7t10.2x10.2x1x
Thu, 27 Feb 2025JP¥17.7tJP¥17.9tJP¥1.7t10.3x10.2x1x
Sat, 25 Jan 2025JP¥16.9tJP¥17.7tJP¥1.7t10.6x10.1x1x
Mon, 23 Dec 2024JP¥17.1tJP¥17.7tJP¥1.7t10.2x10.3x1x
Wed, 20 Nov 2024JP¥18.4tJP¥17.7tJP¥1.7t11.1x11x1x
Fri, 18 Oct 2024JP¥17.4tJP¥17.1tJP¥1.6t11.2x11.1x1x
Sun, 15 Sep 2024JP¥17.7tJP¥17.3tJP¥1.6t12x11.3x1x
Tue, 13 Aug 2024JP¥16.4tJP¥17.2tJP¥1.5t11.1x10.6x1x
Thu, 11 Jul 2024JP¥17.3tJP¥17.0tJP¥1.5t13.6x11.9x1x
Sat, 08 Jun 2024JP¥17.4tJP¥17.0tJP¥1.5t12.9x12x1x
Mon, 06 May 2024JP¥18.3tJP¥16.9tJP¥1.3t12.6x13.7x1.1x
Wed, 03 Apr 2024JP¥18.5tJP¥16.7tJP¥1.3t13.1x14.4x1.1x
Fri, 01 Mar 2024JP¥19.0tJP¥16.7tJP¥1.3t12.9x14.8x1.1x
Sun, 28 Jan 2024JP¥18.6tJP¥16.6tJP¥1.2t13.9x15.9x1.1x
Tue, 26 Dec 2023JP¥18.2tJP¥16.6tJP¥1.2t13.1x15.6x1.1x
Thu, 23 Nov 2023JP¥18.1tJP¥16.6tJP¥1.2t13.5x15.5x1.1x
Sat, 21 Oct 2023JP¥17.3tJP¥16.3tJP¥1.1t12.5x16.2x1.1x
Mon, 18 Sep 2023JP¥19.6tJP¥16.3tJP¥1.1t13.1x18.3x1.2x
Wed, 16 Aug 2023JP¥18.6tJP¥16.3tJP¥1.1t12.9x17.4x1.1x
Fri, 14 Jul 2023JP¥17.6tJP¥15.7tJP¥951.9b14.5x18.5x1.1x
Sun, 11 Jun 2023JP¥17.9tJP¥15.7tJP¥951.9b14.3x18.8x1.1x
Tue, 09 May 2023JP¥17.7tJP¥15.3tJP¥963.8b12.6x18.4x1.2x
Thu, 06 Apr 2023JP¥16.6tJP¥14.8tJP¥746.8b12.1x22.2x1.1x
Sat, 04 Mar 2023JP¥15.7tJP¥14.8tJP¥740.5b12.9x21.1x1.1x
Mon, 30 Jan 2023JP¥16.5tJP¥16.0tJP¥750.9b11.5x22x1x
Price to Earnings Ratio

22x


Total Market Cap: JP¥16.5tTotal Earnings: JP¥750.9bTotal Revenue: JP¥16.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Transportation Industry Price to Earnings3Y Average 13.8x202420252026
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 13.8x.
  • 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 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-1.15%
Industrials-1.05%
Transportation-0.40%
Cargo Ground Transportation1.37%
Trucking-0.47%
Railroads-0.54%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 14.9x.
    • 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
9022 Central Japan RailwayJP¥4.26k0.9%
+JP¥36.4b		52.4%PE7.8x
9042 Hankyu Hanshin HoldingsJP¥4.24k2.5%
+JP¥24.7b		10.1%PE14.3x
9021 West Japan RailwayJP¥3.16k1.0%
+JP¥13.7b		15.6%PE11x
9072 NIKKON HoldingsLtdJP¥3.65k2.9%
+JP¥12.0b		67.3%PE25x
9041 Kintetsu Group HoldingsLtdJP¥3.26k1.6%
+JP¥9.5b		0.2%PE12.7x

Latest News

9072
JP¥3,650.00
NIKKON HoldingsLtd
7D
2.9%
1Y
67.3%
9005
JP¥1,776.00
Tokyu
7D
-0.6%
1Y
6.1%

9005: Dividend Hike And Share Buybacks Will Support Future Upside Potential

Analysts have slightly adjusted their price target for Tokyu, reflecting modest tweaks to assumptions on the discount rate, revenue growth, profit margin, and future P/E. Their updated fair value estimate remains broadly in line with the prior view.
9142
JP¥4,020.00
Kyushu Railway
7D
-0.9%
1Y
10.0%

Kyushu Railway Company's (TSE:9142) Business Is Yet to Catch Up With Its Share Price

Jan 19
Kyushu Railway Company's (TSE:9142) Business Is Yet to Catch Up With Its Share Price
9042
JP¥4,235.00
Hankyu Hanshin Holdings
7D
2.5%
1Y
10.1%

There's Been No Shortage Of Growth Recently For Hankyu Hanshin Holdings' (TSE:9042) Returns On Capital

Jan 12
There's Been No Shortage Of Growth Recently For Hankyu Hanshin Holdings' (TSE:9042) Returns On Capital
9024
JP¥4,096.00
Seibu Holdings
7D
-1.6%
1Y
33.0%

Returns on Capital Paint A Bright Future For Seibu Holdings (TSE:9024)

Jan 11
Returns on Capital Paint A Bright Future For Seibu Holdings (TSE:9024)
9001
JP¥2,764.00
Tobu Railway
7D
0.9%
1Y
8.1%

Is Tobu Railway (TSE:9001) A Risky Investment?

Jan 09
Is Tobu Railway (TSE:9001) A Risky Investment?
9009
JP¥1,267.00
Keisei Electric Railway
7D
-1.3%
1Y
-10.4%

Keisei Electric Railway Co., Ltd.'s (TSE:9009) Share Price Is Matching Sentiment Around Its Earnings

Jan 07
Keisei Electric Railway Co., Ltd.'s (TSE:9009) Share Price Is Matching Sentiment Around Its Earnings
9008
JP¥3,945.00
Keio
7D
-1.5%
1Y
6.4%

The Return Trends At Keio (TSE:9008) Look Promising

Jan 07
The Return Trends At Keio (TSE:9008) Look Promising
9041
JP¥3,258.00
Kintetsu Group HoldingsLtd
7D
1.6%
1Y
0.2%

Is Kintetsu Group HoldingsLtd (TSE:9041) Using Too Much Debt?

Jan 05
Is Kintetsu Group HoldingsLtd (TSE:9041) Using Too Much Debt?
9048
JP¥1,740.00
Nagoya Railroad
7D
1.8%
1Y
2.5%

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¥3,965.00
ZERO
7D
-4.8%
1Y
59.9%

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

Dec 25
ZERO's (TSE:9028) Dividend Will Be ¥56.00
9068
JP¥8,380.00
Maruzen Showa Unyu
7D
-1.4%
1Y
46.5%

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
9006
JP¥1,548.50
Keikyu
7D
-0.4%
1Y
18.0%

Keikyu (TSE:9006) Is Due To Pay A Dividend Of ¥23.00

Dec 10
Keikyu (TSE:9006) Is Due To Pay A Dividend Of ¥23.00
9076
JP¥2,454.00
Seino Holdings
7D
1.9%
1Y
5.4%

Seino Holdings (TSE:9076) Has Announced A Dividend Of ¥59.00

Dec 07
Seino Holdings (TSE:9076) Has Announced A Dividend Of ¥59.00
9021
JP¥3,163.00
West Japan Railway
7D
1.0%
1Y
15.6%
9022
JP¥4,261.00
Central Japan Railway
7D
0.9%
1Y
52.4%