There's Reason For Concern Over Oriental Land Co., Ltd.'s (TSE:4661) Price
Jan 31
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Japanese (NIKKEI) Hospitality Industry Analysis
UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies158
- 7D2.8%
- 3M0.4%
- 1Y-15.7%
- YTD1.4%
In the last week, the Hospitality industry is up 2.8%, with Oriental Land up 2.8%. In the past year, the industry is down 16%. As for the next few years, earnings are expected to grow by 12% per annum.
Industry Valuation and Performance
Has the Japanese Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 01 Feb 2025 | JP¥16.1t | JP¥9.3t | JP¥489.8b | 23.1x | 32.9x | 1.7x |
| Mon, 30 Dec 2024 | JP¥16.1t | JP¥9.3t | JP¥483.3b | 22.8x | 33.3x | 1.7x |
| Wed, 27 Nov 2024 | JP¥15.9t | JP¥9.2t | JP¥489.2b | 21.5x | 32.4x | 1.7x |
| Fri, 25 Oct 2024 | JP¥15.6t | JP¥9.1t | JP¥479.5b | 21.4x | 32.4x | 1.7x |
| Sun, 22 Sep 2024 | JP¥16.3t | JP¥9.0t | JP¥474.3b | 21.1x | 34.4x | 1.8x |
| Tue, 20 Aug 2024 | JP¥15.7t | JP¥9.1t | JP¥478.4b | 21.9x | 32.7x | 1.7x |
| Thu, 18 Jul 2024 | JP¥17.2t | JP¥8.9t | JP¥471.7b | 25x | 36.5x | 1.9x |
| Sat, 15 Jun 2024 | JP¥16.7t | JP¥8.8t | JP¥468.8b | 25.9x | 35.6x | 1.9x |
| Mon, 13 May 2024 | JP¥16.9t | JP¥8.7t | JP¥443.5b | 28x | 38.1x | 1.9x |
| Wed, 10 Apr 2024 | JP¥17.8t | JP¥8.5t | JP¥420.6b | 30.3x | 42.2x | 2.1x |
| Fri, 08 Mar 2024 | JP¥18.3t | JP¥8.6t | JP¥414.4b | 28.5x | 44.3x | 2.1x |
| Sun, 04 Feb 2024 | JP¥19.3t | JP¥8.7t | JP¥391.6b | 31.2x | 49.3x | 2.2x |
| Tue, 02 Jan 2024 | JP¥18.5t | JP¥8.6t | JP¥365.0b | 28.9x | 50.6x | 2.2x |
| Thu, 30 Nov 2023 | JP¥18.1t | JP¥8.5t | JP¥381.5b | 28.3x | 47.4x | 2.1x |
| Sat, 28 Oct 2023 | JP¥17.2t | JP¥8.2t | JP¥326.3b | 25.2x | 52.8x | 2.1x |
| Mon, 25 Sep 2023 | JP¥17.9t | JP¥8.2t | JP¥313.5b | 28.6x | 57.1x | 2.2x |
| Wed, 23 Aug 2023 | JP¥17.9t | JP¥8.1t | JP¥305.8b | 31.6x | 58.7x | 2.2x |
| Fri, 21 Jul 2023 | JP¥18.1t | JP¥7.9t | JP¥260.0b | 29.5x | 69.7x | 2.3x |
| Sun, 18 Jun 2023 | JP¥17.9t | JP¥7.8t | JP¥250.0b | 29.4x | 71.7x | 2.3x |
| Tue, 16 May 2023 | JP¥17.4t | JP¥7.6t | JP¥210.7b | 27.8x | 82.8x | 2.3x |
| Thu, 13 Apr 2023 | JP¥16.5t | JP¥7.4t | JP¥186.8b | 24.7x | 88.2x | 2.2x |
| Sat, 11 Mar 2023 | JP¥15.6t | JP¥7.3t | JP¥214.3b | 24.1x | 72.8x | 2.1x |
| Mon, 06 Feb 2023 | JP¥15.0t | JP¥7.2t | JP¥232.4b | 24.7x | 64.5x | 2.1x |
| Wed, 04 Jan 2023 | JP¥14.0t | JP¥7.0t | JP¥229.0b | 24.6x | 61.1x | 2x |
| Fri, 02 Dec 2022 | JP¥14.3t | JP¥7.0t | JP¥196.7b | 24.8x | 72.8x | 2.1x |
| Sun, 30 Oct 2022 | JP¥14.4t | JP¥6.7t | JP¥195.3b | 23.7x | 73.7x | 2.1x |
| Tue, 27 Sep 2022 | JP¥14.2t | JP¥6.6t | JP¥164.9b | 24.7x | 86.4x | 2.1x |
| Thu, 25 Aug 2022 | JP¥14.4t | JP¥6.6t | JP¥161.6b | 22.1x | 89.3x | 2.2x |
| Sat, 23 Jul 2022 | JP¥13.8t | JP¥6.3t | JP¥109.2b | 25x | 126.1x | 2.2x |
| Mon, 20 Jun 2022 | JP¥13.2t | JP¥6.3t | JP¥100.8b | 27.1x | 131.2x | 2.1x |
| Wed, 18 May 2022 | JP¥13.1t | JP¥6.3t | JP¥103.4b | 23.5x | 126.9x | 2.1x |
| Fri, 15 Apr 2022 | JP¥14.8t | JP¥6.0t | JP¥5.5b | 23.1x | 2702.8x | 2.4x |
| Sun, 13 Mar 2022 | JP¥13.8t | JP¥5.9t | -JP¥21,107,352,009.00 | 23.2x | -655.7x | 2.3x |
| Tue, 08 Feb 2022 | JP¥13.8t | JP¥5.8t | -JP¥91,608,602,009.00 | 28.2x | -151.1x | 2.4x |
Price to Earnings Ratio
-151.1x
Current Industry PE
- Investors are optimistic on the Japanese Hospitality industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 32.9x which is higher than its 3-year average PE of 24.3x.
- The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
- Total earnings for the Hospitality industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 17% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 1.33% | |
| Consumer Discretionary | 2.79% | |
| Hospitality | 2.79% | |
| Hotels, Resorts and Cruise Lines | 6.76% | |
| Leisure Facilities | 2.74% | |
| Restaurants | 2.10% | |
| Casinos and Gaming | -0.91% | |
Industry PE
- Investors are most optimistic about the Leisure Facilities industry even though it's trading below its 3-year average PE ratio of 58.8x.
- Analysts are expecting annual earnings growth of 10.1%, which is higher than its past year's earnings decline of 0.5% per year.
- Investors are most pessimistic about the Casinos and Gaming industry, which is trading below its 3-year average of 10.8x.
Forecasted Growth
- Analysts are most optimistic on the Restaurants industry, expecting annual earnings growth of 15% over the next 5 years.
- However this is lower than its past earnings growth rate of 45% per year.
- In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 8.7% 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 | |
|---|---|---|---|---|---|
| 4661 Oriental Land | JP¥3.50k | 2.8% +JP¥154.8b | -35.4% | PE49.4x | |
| 3197 Skylark Holdings | JP¥2.46k | 7.2% +JP¥37.3b | 2.0% | PE52.2x | |
| 3563 Food & Life Companies | JP¥3.49k | 7.1% +JP¥26.2b | 16.7% | PE27x | |
| 4681 Resorttrust | JP¥3.26k | 6.5% +JP¥21.0b | 26.1% | PE19.9x | |
| 3350 Metaplanet | JP¥4.93k | 13.1% +JP¥20.6b | 2,797.1% | PS523.6x |
