Japanese (NIKKEI) Consumer Services Industry Analysis
UpdatedMay 20, 2022
DataAggregated Company Financials
Companies71
- 7D-1.0%
- 3M-10.3%
- 1Y-19.9%
- YTD-15.9%
Over the last 7 days, the Consumer Services industry has dropped 4.7%, driven by Benesse Holdings declining 7.9%. On the other hand Take and Give. Needs is actually up 6.8%. However, the industry is down 16% over the past year. As for the next few years, earnings are expected to grow by 22% per annum.
Industry Valuation and Performance
Has the Japanese Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Fri, 20 May 2022 | JP¥991.2b | JP¥1.3t | JP¥20.8b | 14.2x |
| Sun, 17 Apr 2022 | JP¥1.1t | JP¥1.3t | JP¥15.3b | 14.6x |
| Tue, 15 Mar 2022 | JP¥1.0t | JP¥1.4t | JP¥14.9b | 16.8x |
| Thu, 10 Feb 2022 | JP¥1.1t | JP¥1.3t | JP¥18.5b | 18.8x |
| Sat, 08 Jan 2022 | JP¥1.1t | JP¥1.3t | JP¥18.1b | 18.1x |
| Mon, 06 Dec 2021 | JP¥1.1t | JP¥1.3t | JP¥14.5b | 18.9x |
| Wed, 03 Nov 2021 | JP¥1.2t | JP¥1.2t | JP¥5.6b | 17.1x |
| Fri, 01 Oct 2021 | JP¥1.2t | JP¥1.2t | JP¥1.5b | 27.2x |
| Sun, 29 Aug 2021 | JP¥1.1t | JP¥1.3t | JP¥759.9m | 26.1x |
| Mon, 05 Jul 2021 | JP¥1.2t | JP¥1.3t | -JP¥744,100,000.00 | 27.2x |
| Thu, 08 Apr 2021 | JP¥1.1t | JP¥1.2t | -JP¥32,669,680,000.00 | 32.4x |
| Sun, 10 Jan 2021 | JP¥1.1t | JP¥1.3t | -JP¥34,576,335,000.00 | 23.8x |
| Sat, 03 Oct 2020 | JP¥1.1t | JP¥1.2t | -JP¥25,824,927,000.00 | 28x |
| Tue, 07 Jul 2020 | JP¥1.1t | JP¥1.4t | -JP¥2,618,505,000.00 | 25x |
| Fri, 10 Apr 2020 | JP¥907.8b | JP¥1.5t | JP¥34.6b | 17.9x |
| Thu, 02 Jan 2020 | JP¥1.2t | JP¥1.5t | JP¥42.5b | 22.4x |
| Sun, 06 Oct 2019 | JP¥1.1t | JP¥1.5t | JP¥40.6b | 18.7x |
| Wed, 10 Jul 2019 | JP¥1.1t | JP¥1.5t | JP¥34.5b | 20.7x |
Median PE Ratio
22.7x
Current Industry PE
- Investors are more pessimistic on the 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 13.9x which is lower than its 3-year average PE of 22.8x.
Past Earnings Growth
- The earnings for companies in the Consumer Services industry have declined 21% per year over the last three years,
- Revenues have also declined 2.8% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -0.66% | |
| Consumer Discretionary | -0.68% | |
| Consumer Services | -0.98% | |
| Specialized Consumer Services | 0.66% | |
| Education Services | -2.01% | |
Industry PE
- Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 25.4x.
- Analysts are expecting annual earnings growth of 17%, which is lower than the prior year's growth of 62% per year. So the market might believe that analysts are underestimating future growth.
- Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 21.6x.
Forecasted Growth
- Analysts are most optimistic on the Specialized Consumer Services industry, expecting annual earnings growth of 35% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Education Services industry is expected to see its earnings grow by 17% 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 | |
|---|---|---|---|---|---|
| 2453 Japan Best Rescue SystemLtd | JP¥829.00 | 7.9% +JP¥2.0b | 16.3% | PS841.3x | |
| 4337 PIA | JP¥3.15k | 3.1% +JP¥1.4b | 6.0% | PS1.9x | |
| 9628 SAN Holdings | JP¥1.80k | 8.1% +JP¥1.4b | 47.8% | PS9.4x | |
| 4331 Take and Give. Needs | JP¥1.56k | 7.4% +JP¥1.4b | 91.4% | PS10.8x | |
| 7366 LITALICO | JP¥2.40k | 1.4% +JP¥1.1b | -16.0% | PS122.2x |