Results: McDonald's Holdings Company (Japan), Ltd. Exceeded Expectations And The Consensus Has Updated Its Estimates
Feb 10
Have your own idea? Try our Stock Screener
Japanese (NIKKEI) Hospitality Industry Analysis
UpdatedFeb 12, 2026
DataAggregated Company Financials
Companies162
- 7D4.1%
- 3M0.5%
- 1Y2.0%
- YTD1.2%
In the last week, the Hospitality industry is up 3.7%, with Oriental Land up 4.7%. During this same period, the Metaplanet underperformed, falling 8.2%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 13% annually.
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 |
|---|---|---|---|---|---|---|
| Thu, 12 Feb 2026 | JP¥16.8t | JP¥10.4t | JP¥528.5b | 24.2x | 31.8x | 1.6x |
| Sat, 10 Jan 2026 | JP¥16.9t | JP¥10.3t | JP¥527.8b | 24.5x | 32x | 1.6x |
| Mon, 08 Dec 2025 | JP¥16.4t | JP¥10.2t | JP¥526.5b | 22.9x | 31.2x | 1.6x |
| Wed, 05 Nov 2025 | JP¥16.6t | JP¥10.0t | JP¥514.4b | 23.1x | 32.2x | 1.7x |
| Fri, 03 Oct 2025 | JP¥17.5t | JP¥10.0t | JP¥521.1b | 23.8x | 33.6x | 1.8x |
| Sun, 31 Aug 2025 | JP¥18.2t | JP¥10.0t | JP¥523.4b | 23.4x | 34.8x | 1.8x |
| Tue, 29 Jul 2025 | JP¥17.2t | JP¥9.8t | JP¥508.1b | 22.7x | 33.8x | 1.7x |
| Thu, 26 Jun 2025 | JP¥17.2t | JP¥9.8t | JP¥508.0b | 22.5x | 33.8x | 1.8x |
| Sat, 24 May 2025 | JP¥16.2t | JP¥9.8t | JP¥513.9b | 20.9x | 31.5x | 1.7x |
| Mon, 21 Apr 2025 | JP¥15.7t | JP¥9.6t | JP¥535.0b | 22.6x | 29.3x | 1.6x |
| Wed, 19 Mar 2025 | JP¥15.7t | JP¥9.6t | JP¥532.8b | 23.4x | 29.5x | 1.6x |
| Fri, 14 Feb 2025 | JP¥15.9t | JP¥9.4t | JP¥518.2b | 23.8x | 30.7x | 1.7x |
| Sun, 12 Jan 2025 | JP¥15.4t | JP¥9.3t | JP¥483.8b | 22.9x | 31.9x | 1.7x |
| Tue, 10 Dec 2024 | JP¥16.2t | JP¥9.2t | JP¥486.6b | 21.8x | 33.2x | 1.8x |
| Thu, 07 Nov 2024 | JP¥16.2t | JP¥9.1t | JP¥473.9b | 21.5x | 34.1x | 1.8x |
| Sat, 05 Oct 2024 | JP¥16.2t | JP¥9.0t | JP¥474.3b | 21.6x | 34.1x | 1.8x |
| Mon, 02 Sep 2024 | JP¥16.4t | JP¥9.1t | JP¥477.3b | 22.1x | 34.3x | 1.8x |
| Wed, 31 Jul 2024 | JP¥16.9t | JP¥8.9t | JP¥470.8b | 24.3x | 36x | 1.9x |
| Fri, 28 Jun 2024 | JP¥17.0t | JP¥8.9t | JP¥471.3b | 25.4x | 36.1x | 1.9x |
| Sun, 26 May 2024 | JP¥17.0t | JP¥8.8t | JP¥465.5b | 26.4x | 36.5x | 1.9x |
| Tue, 23 Apr 2024 | JP¥17.0t | JP¥8.6t | JP¥431.5b | 27.5x | 39.4x | 2x |
| Thu, 21 Mar 2024 | JP¥18.4t | JP¥8.7t | JP¥423.6b | 30.4x | 43.5x | 2.1x |
| Sat, 17 Feb 2024 | JP¥18.5t | JP¥8.6t | JP¥414.3b | 29.4x | 44.7x | 2.2x |
| Mon, 15 Jan 2024 | JP¥19.4t | JP¥8.6t | JP¥370.8b | 30.2x | 52.3x | 2.3x |
| Wed, 13 Dec 2023 | JP¥18.4t | JP¥8.5t | JP¥382.0b | 27.2x | 48.1x | 2.2x |
| Fri, 10 Nov 2023 | JP¥18.1t | JP¥8.3t | JP¥345.5b | 28.1x | 52.3x | 2.2x |
| Sun, 08 Oct 2023 | JP¥17.4t | JP¥8.1t | JP¥314.4b | 25.6x | 55.4x | 2.1x |
| Tue, 05 Sep 2023 | JP¥18.6t | JP¥8.1t | JP¥305.3b | 30.3x | 61.1x | 2.3x |
| Thu, 03 Aug 2023 | JP¥18.0t | JP¥8.0t | JP¥280.1b | 30.4x | 64.4x | 2.3x |
| Sat, 01 Jul 2023 | JP¥18.3t | JP¥7.8t | JP¥250.1b | 30.1x | 73.3x | 2.3x |
| Mon, 29 May 2023 | JP¥17.8t | JP¥7.7t | JP¥231.6b | 29.1x | 76.8x | 2.3x |
| Wed, 26 Apr 2023 | JP¥16.6t | JP¥7.5t | JP¥196.5b | 25.7x | 84.3x | 2.2x |
| Fri, 24 Mar 2023 | JP¥15.5t | JP¥7.4t | JP¥185.5b | 23.9x | 83.4x | 2.1x |
| Sun, 19 Feb 2023 | JP¥15.1t | JP¥7.3t | JP¥216.5b | 23.6x | 69.8x | 2.1x |
Price to Earnings Ratio
69.8x
Current Industry PE
- Investors are pessimistic on the Japanese Hospitality 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 31.6x which is lower than its 3-year average PE of 44.2x.
- 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 35% 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 | 5.06% | |
| Consumer Discretionary | 4.57% | |
| Hospitality | 4.10% | |
| Restaurants | 5.04% | |
| Leisure Facilities | 4.05% | |
| Hotels, Resorts and Cruise Lines | 0.035% | |
| Casinos and Gaming | -5.76% | |
Industry PE
- Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 60.1x.
- Analysts are expecting annual earnings growth of 14.2%, which is higher than its past year's earnings growth of 4.4% per year.
- Investors are most pessimistic about the Casinos and Gaming industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 7.1x.
Forecasted Growth
- Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 28% over the next 5 years.
- This is better than its past earnings growth rate of 15% per year.
- In contrast, the Leisure Facilities industry is expected to see its earnings grow by 8.6% 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¥2.77k | 4.7% +JP¥203.3b | -13.4% | PE35.5x | |
| 7550 Zensho Holdings | JP¥9.43k | 10.3% +JP¥138.2b | 6.9% | PE40.9x | |
| 3563 Food & Life Companies | JP¥9.10k | 9.9% +JP¥95.6b | 115.1% | PE40.8x | |
| 3197 Skylark Holdings | JP¥3.44k | 6.6% +JP¥48.2b | 38.3% | PE45.4x | |
| 3097 Monogatari | JP¥4.78k | 15.9% +JP¥24.6b | 45.4% | PE26.2x |