Japanese (NIKKEI) Transportation Industry Analysis
UpdatedOct 30, 2023
DataAggregated Company Financials
Companies52
- 7D1.4%
- 3M-4.4%
- 1Y3.3%
- YTD9.9%
Over the last 7 days, the Transportation industry has remained flat, although notably Keisei Electric Railway declined by 3.2%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 6.7% annually.
Industry Valuation and Performance
Has the Japanese Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 31 Oct 2023 | JP¥17.5t | JP¥16.3t | JP¥1.1t | 12.6x | 16.4x | 1.1x |
| Thu, 28 Sep 2023 | JP¥19.1t | JP¥16.3t | JP¥1.1t | 12.8x | 17.9x | 1.2x |
| Sat, 26 Aug 2023 | JP¥18.3t | JP¥16.3t | JP¥1.1t | 12.7x | 17.2x | 1.1x |
| Mon, 24 Jul 2023 | JP¥17.7t | JP¥15.7t | JP¥951.9b | 14.8x | 18.6x | 1.1x |
| Wed, 21 Jun 2023 | JP¥17.9t | JP¥15.7t | JP¥951.9b | 14.3x | 18.8x | 1.1x |
| Fri, 19 May 2023 | JP¥18.3t | JP¥15.4t | JP¥951.3b | 13.3x | 19.2x | 1.2x |
| Sun, 16 Apr 2023 | JP¥16.6t | JP¥14.8t | JP¥746.8b | 12.1x | 22.3x | 1.1x |
| Tue, 14 Mar 2023 | JP¥15.9t | JP¥14.8t | JP¥740.5b | 12.9x | 21.5x | 1.1x |
| Thu, 09 Feb 2023 | JP¥15.5t | JP¥14.4t | JP¥749.6b | 12.9x | 20.7x | 1.1x |
| Sat, 07 Jan 2023 | JP¥16.3t | JP¥16.0t | JP¥751.0b | 11.3x | 21.6x | 1x |
| Mon, 05 Dec 2022 | JP¥17.1t | JP¥16.0t | JP¥751.0b | 11.6x | 22.7x | 1.1x |
| Wed, 02 Nov 2022 | JP¥17.7t | JP¥15.2t | JP¥391.5b | 12x | 45.3x | 1.2x |
| Fri, 30 Sep 2022 | JP¥17.6t | JP¥15.1t | JP¥385.5b | 12x | 45.6x | 1.2x |
| Sun, 28 Aug 2022 | JP¥16.7t | JP¥15.1t | JP¥385.5b | 12.5x | 43.3x | 1.1x |
| Tue, 26 Jul 2022 | JP¥17.5t | JP¥17.4t | JP¥132.8b | 11.7x | 131.7x | 1x |
| Thu, 23 Jun 2022 | JP¥17.1t | JP¥17.4t | JP¥132.9b | 11.3x | 128.8x | 1x |
| Sat, 21 May 2022 | JP¥17.0t | JP¥17.4t | JP¥132.7b | 11.5x | 128.4x | 1x |
| Mon, 18 Apr 2022 | JP¥17.2t | JP¥17.1t | -JP¥402,267,000,000.00 | 9.7x | -42.7x | 1x |
| Wed, 16 Mar 2022 | JP¥17.8t | JP¥19.4t | -JP¥335,994,000,000.00 | 10.4x | -52.9x | 0.9x |
| Fri, 11 Feb 2022 | JP¥17.8t | JP¥19.4t | -JP¥403,446,000,000.00 | 9.8x | -44.2x | 0.9x |
| Sun, 09 Jan 2022 | JP¥16.9t | JP¥19.1t | -JP¥627,007,000,000.00 | 9.8x | -26.9x | 0.9x |
| Tue, 07 Dec 2021 | JP¥16.5t | JP¥16.9t | -JP¥690,651,000,000.00 | 9.7x | -23.9x | 1x |
| Thu, 04 Nov 2021 | JP¥17.9t | JP¥16.8t | -JP¥772,609,000,000.00 | 10.7x | -23.2x | 1.1x |
| Sat, 02 Oct 2021 | JP¥18.3t | JP¥16.7t | -JP¥860,498,000,000.00 | 10.5x | -21.3x | 1.1x |
| Mon, 30 Aug 2021 | JP¥17.8t | JP¥16.7t | -JP¥860,498,000,000.00 | 11x | -20.7x | 1.1x |
| Tue, 06 Jul 2021 | JP¥18.4t | JP¥16.7t | -JP¥860,498,000,000.00 | 10.7x | -21.3x | 1.1x |
| Fri, 09 Apr 2021 | JP¥18.7t | JP¥16.2t | -JP¥1,263,206,000,000.00 | 11.7x | -14.8x | 1.2x |
| Thu, 31 Dec 2020 | JP¥17.6t | JP¥17.0t | -JP¥786,146,000,000.00 | 11.9x | -22.3x | 1x |
Price to Earnings Ratio
-39.8x
Current Industry PE
- Investors are optimistic on the Japanese Transportation industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 16.2x which is higher than its 3-year average PE of 5.0x.
- The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
- Total earnings for the Transportation industry have gone up over the last three years and the industry is now profitable.
- Revenues have declined 3.2% per year.
- This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | 0.03% | |
| Industrials | -0.053% | |
| Transportation | 1.39% | |
| Railroads | 1.42% | |
| Cargo Ground Transportation | 1.22% | |
| Trucking | 0.41% | |
Industry PE
- Investors are most optimistic about the Railroads industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 6.8%, which is lower than the prior year's growth of 119.9% per year.
- Investors are most pessimistic about the Cargo Ground Transportation industry, which is trading close to its 3-year average of 11.2x.
Forecasted Growth
- Analysts are most optimistic on the Railroads industry, expecting annual earnings growth of 6.8% over the next 5 years.
- In contrast, the Cargo Ground Transportation industry is expected to see its earnings grow by 5.2% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9022 Central Japan Railway | JP¥3.35k | 1.2% +JP¥38.4b | -3.1% | PE12.5x | |
| 9009 Keisei Electric Railway | JP¥5.54k | 2.9% +JP¥26.0b | 40.2% | PE28x | |
| 9005 Tokyu | JP¥1.67k | 2.3% +JP¥22.4b | -2.6% | PE25.9x | |
| 9020 East Japan Railway | JP¥7.70k | 0.7% +JP¥20.3b | -4.2% | PE23.2x | |
| 9021 West Japan Railway | JP¥5.65k | 1.3% +JP¥18.3b | -4.2% | PE21.5x |