Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Hospitality Industry Analysis

UpdatedMar 22, 2026
DataAggregated Company Financials
Companies164
  • 7D-1.3%
  • 3M-0.1%
  • 1Y2.3%
  • YTD-0.3%

Over the last 7 days, the Hospitality industry has dropped 1.3%, driven by Oriental Land declining 2.3%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 23 Mar 2026JP¥16.6tJP¥10.5tJP¥413.4b23.4x40.2x1.6x
Wed, 18 Feb 2026JP¥16.7tJP¥10.5tJP¥411.5b24.1x40.7x1.6x
Fri, 16 Jan 2026JP¥17.0tJP¥10.3tJP¥526.7b24.8x32.2x1.6x
Sun, 14 Dec 2025JP¥16.5tJP¥10.2tJP¥528.4b23.6x31.2x1.6x
Tue, 11 Nov 2025JP¥16.7tJP¥10.1tJP¥519.8b23.6x32.2x1.7x
Thu, 09 Oct 2025JP¥17.7tJP¥10.0tJP¥521.2b24.2x34x1.8x
Sat, 06 Sep 2025JP¥18.2tJP¥9.9tJP¥521.1b23.7x35x1.8x
Mon, 04 Aug 2025JP¥17.3tJP¥9.8tJP¥511.2b23x33.8x1.8x
Wed, 02 Jul 2025JP¥17.6tJP¥9.8tJP¥508.6b22.5x34.5x1.8x
Fri, 30 May 2025JP¥16.5tJP¥9.8tJP¥515.9b21.5x32x1.7x
Sun, 27 Apr 2025JP¥15.6tJP¥9.6tJP¥534.8b23x29.1x1.6x
Tue, 25 Mar 2025JP¥15.7tJP¥9.6tJP¥532.9b23.2x29.4x1.6x
Thu, 20 Feb 2025JP¥15.6tJP¥9.5tJP¥535.3b23.8x29.2x1.6x
Sat, 18 Jan 2025JP¥15.3tJP¥9.3tJP¥485.0b22.1x31.6x1.6x
Mon, 16 Dec 2024JP¥16.2tJP¥9.3tJP¥483.0b22.5x33.5x1.7x
Wed, 13 Nov 2024JP¥16.3tJP¥9.1tJP¥479.6b21.4x34x1.8x
Fri, 11 Oct 2024JP¥16.0tJP¥9.0tJP¥474.3b22x33.7x1.8x
Sun, 08 Sep 2024JP¥16.1tJP¥9.1tJP¥478.5b21.6x33.7x1.8x
Tue, 06 Aug 2024JP¥14.2tJP¥8.9tJP¥469.3b20.2x30.2x1.6x
Thu, 04 Jul 2024JP¥17.0tJP¥8.9tJP¥471.1b25.4x36x1.9x
Sat, 01 Jun 2024JP¥16.7tJP¥8.8tJP¥465.5b26.5x35.8x1.9x
Mon, 29 Apr 2024JP¥17.3tJP¥8.6tJP¥431.5b27.7x40.2x2x
Wed, 27 Mar 2024JP¥18.2tJP¥8.5tJP¥414.3b31.1x43.8x2.1x
Fri, 23 Feb 2024JP¥18.7tJP¥8.6tJP¥415.3b29x45x2.2x
Sun, 21 Jan 2024JP¥19.6tJP¥8.6tJP¥377.4b30.3x51.8x2.3x
Tue, 19 Dec 2023JP¥18.3tJP¥8.6tJP¥364.8b28.2x50.1x2.1x
Thu, 16 Nov 2023JP¥18.4tJP¥8.4tJP¥373.5b28x49.2x2.2x
Sat, 14 Oct 2023JP¥17.2tJP¥8.2tJP¥316.6b24.8x54.5x2.1x
Mon, 11 Sep 2023JP¥18.4tJP¥8.1tJP¥305.2b30.9x60.3x2.3x
Wed, 09 Aug 2023JP¥18.2tJP¥8.0tJP¥284.0b29.7x64.2x2.3x
Fri, 07 Jul 2023JP¥18.3tJP¥7.8tJP¥251.6b30.6x72.7x2.3x
Sun, 04 Jun 2023JP¥17.8tJP¥7.8tJP¥234.1b29.1x76x2.3x
Tue, 02 May 2023JP¥16.8tJP¥7.5tJP¥206.8b26.6x81.3x2.2x
Thu, 30 Mar 2023JP¥15.6tJP¥7.4tJP¥185.5b24.2x83.9x2.1x
Price to Earnings Ratio

83.9x


Total Market Cap: JP¥15.6tTotal Earnings: JP¥185.5bTotal Revenue: JP¥7.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Hospitality Industry Price to Earnings3Y Average 43x202420252026
Current Industry PE
  • Investors are relatively neutral on the Japanese Hospitality industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 43.0x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 31% per year over the last three years.
  • Revenues for these companies have grown 12% 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 Consumer Discretionary industry?

JP Market-0.63%
Consumer Discretionary-2.37%
Hospitality-1.33%
Restaurants-0.19%
Casinos and Gaming-1.21%
Leisure Facilities-2.27%
Hotels, Resorts and Cruise Lines-4.03%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 58.5x.
    • Analysts are expecting annual earnings growth of 13.8%, which is higher than its past year's earnings growth of 2.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 44% over the next 5 years.
  • This is better than its past earnings growth rate of 6.0% per year.
  • In contrast, the Leisure Facilities industry is expected to see its earnings grow by 9.4% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
2702 McDonald's Holdings Company (Japan)JP¥7.98k2.0%
+JP¥21.3b		38.5%PE31.3x
9279 Gift HoldingsJP¥4.48k15.3%
+JP¥11.9b		56.9%PE34.5x
9708 Imperial HotelJP¥1.51k3.5%
+JP¥6.0b		64.5%PE58.4x
3399 Maruchiyo YamaokayaJP¥3.59k5.7%
+JP¥3.8b		111.2%n/a
3387 create restaurants holdingsJP¥735.001.2%
+JP¥3.8b		9.5%PE59.9x

Latest News

9279
JP¥4,475.00
Gift Holdings
7D
15.3%
1Y
56.9%
9166
JP¥604.00
GENDA
7D
-7.4%
1Y
-56.0%
3350
JP¥320.00
Metaplanet
7D
-14.2%
1Y
-32.3%
3399
JP¥3,590.00
Maruchiyo Yamaokaya
7D
5.7%
1Y
111.2%
4661
JP¥2,724.00
Oriental Land
7D
-2.3%
1Y
-12.6%

4661: Lower Future P/E Will Restrain Upside Despite Stronger Margin Assumptions

Analysts have kept their ¥2,420 price target on Oriental Land unchanged, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E, which they view as offsetting each other at the current valuation level. Valuation Changes Fair Value: Model output remains unchanged at ¥2,420, with no revision to the central valuation level.
9861
JP¥3,196.00
Yoshinoya Holdings
7D
1.5%
1Y
4.4%
4680
JP¥856.10
Round One
7D
-4.1%
1Y
-20.7%
2702
JP¥7,980.00
McDonald's Holdings Company (Japan)
7D
2.0%
1Y
38.5%
3563
JP¥9,510.00
Food & Life Companies
7D
-1.3%
1Y
113.2%
3397
JP¥4,326.00
TORIDOLL Holdings
7D
0.7%
1Y
8.2%
9722
JP¥1,977.00
Fujita Kanko
7D
-5.6%
1Y
-1.2%
3387
JP¥735.00
create restaurants holdings
7D
1.2%
1Y
9.5%
4681
JP¥1,844.50
Resorttrust
7D
-1.4%
1Y
23.2%
7550
JP¥9,264.00
Zensho Holdings
7D
-3.1%
1Y
8.7%
9726
JP¥1,707.00
KNT-CT Holdings
7D
8.2%
1Y
43.0%
9708
JP¥1,505.00
Imperial Hotel
7D
3.5%
1Y
64.5%