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

Japanese (NIKKEI) Hospitality Industry Analysis

UpdatedJun 08, 2026
DataAggregated Company Financials
Companies162
  • 7D-4.6%
  • 3M-13.9%
  • 1Y-18.6%
  • YTD-12.8%

Over the last 7 days, the Hospitality industry has dropped 4.6%, driven by a pullback from Oriental Land of 5.0%. Meanwhile, Heiwa actually outperformed within the industry, gaining 6.8% in the last week. Overall the industry is down 19% in 12 months. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 08 Jun 2026JP¥14.5tJP¥10.8tJP¥325.1b20.2x44.7x1.3x
Wed, 06 May 2026JP¥15.2tJP¥10.6tJP¥409.2b22.8x37.2x1.4x
Fri, 03 Apr 2026JP¥16.8tJP¥10.5tJP¥413.7b23.5x40.6x1.6x
Sun, 01 Mar 2026JP¥17.2tJP¥10.4tJP¥411.8b24.3x41.8x1.6x
Tue, 27 Jan 2026JP¥16.7tJP¥10.3tJP¥526.9b24.7x31.7x1.6x
Thu, 25 Dec 2025JP¥16.6tJP¥10.3tJP¥526.6b23.2x31.5x1.6x
Sat, 22 Nov 2025JP¥16.6tJP¥10.2tJP¥527.4b23.2x31.4x1.6x
Mon, 20 Oct 2025JP¥17.6tJP¥10.0tJP¥518.5b24.2x34x1.8x
Wed, 17 Sep 2025JP¥18.2tJP¥10.0tJP¥521.1b23.8x34.9x1.8x
Fri, 15 Aug 2025JP¥18.1tJP¥10.0tJP¥514.1b24.2x35.2x1.8x
Sun, 13 Jul 2025JP¥17.0tJP¥9.8tJP¥509.7b22.8x33.3x1.7x
Tue, 10 Jun 2025JP¥17.0tJP¥9.8tJP¥512.8b21.8x33.1x1.7x
Thu, 08 May 2025JP¥16.2tJP¥9.7tJP¥543.7b22.8x29.8x1.7x
Sat, 05 Apr 2025JP¥14.7tJP¥9.6tJP¥533.4b22.6x27.6x1.5x
Mon, 03 Mar 2025JP¥15.1tJP¥9.5tJP¥533.8b22.9x28.3x1.6x
Wed, 29 Jan 2025JP¥16.4tJP¥9.3tJP¥485.0b23x33.7x1.8x
Fri, 27 Dec 2024JP¥15.9tJP¥9.3tJP¥483.5b22.4x32.8x1.7x
Sun, 24 Nov 2024JP¥15.8tJP¥9.2tJP¥486.2b21.6x32.6x1.7x
Tue, 22 Oct 2024JP¥15.8tJP¥9.1tJP¥479.6b21.4x33x1.7x
Thu, 19 Sep 2024JP¥16.0tJP¥8.5tJP¥460.0b20.2x34.8x1.9x
Sat, 17 Aug 2024JP¥15.8tJP¥9.0tJP¥479.5b22.1x33x1.8x
Mon, 15 Jul 2024JP¥17.1tJP¥8.9tJP¥469.9b25x36.5x1.9x
Wed, 12 Jun 2024JP¥16.8tJP¥8.8tJP¥468.8b25.6x35.8x1.9x
Fri, 10 May 2024JP¥16.7tJP¥8.6tJP¥433.8b27.8x38.4x1.9x
Sun, 07 Apr 2024JP¥17.6tJP¥8.5tJP¥420.6b30x41.9x2.1x
Tue, 05 Mar 2024JP¥18.4tJP¥8.6tJP¥414.7b27.5x44.5x2.1x
Thu, 01 Feb 2024JP¥19.5tJP¥8.7tJP¥390.5b31.2x49.8x2.2x
Sat, 30 Dec 2023JP¥18.5tJP¥8.6tJP¥365.0b28.9x50.6x2.2x
Mon, 27 Nov 2023JP¥18.4tJP¥8.5tJP¥381.5b28.9x48.3x2.2x
Wed, 25 Oct 2023JP¥16.9tJP¥8.2tJP¥326.3b25x51.9x2.1x
Fri, 22 Sep 2023JP¥17.8tJP¥8.2tJP¥313.5b29x56.8x2.2x
Sun, 20 Aug 2023JP¥17.7tJP¥8.1tJP¥305.8b30x57.8x2.2x
Tue, 18 Jul 2023JP¥18.3tJP¥7.9tJP¥260.3b29.7x70.3x2.3x
Thu, 15 Jun 2023JP¥18.0tJP¥7.8tJP¥233.5b29.4x77.1x2.3x
Price to Earnings Ratio

77.1x


Total Market Cap: JP¥18.0tTotal Earnings: JP¥233.5bTotal Revenue: JP¥7.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Hospitality Industry Price to Earnings3Y Average 40.2x202420252026
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 44.7x which is higher than its 3-year average PE of 40.2x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 11% 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-0.18%
Consumer Discretionary-2.22%
Hospitality-4.59%
Casinos and Gaming0.78%
Leisure Facilities-3.35%
Restaurants-4.98%
Hotels, Resorts and Cruise Lines-6.49%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 51.3x.
    • Analysts are expecting annual earnings growth of 12.7%, which is higher than its past year's earnings growth of 6.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings growth rate of 19% per year.
  • In contrast, the Leisure Facilities industry is expected to see its earnings grow by 8.3% 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
9616 Kyoritsu MaintenanceJP¥2.54k6.4%
+JP¥13.8b		-27.2%PE12.4x
6412 HeiwaJP¥2.03k3.7%
+JP¥7.2b		0.5%PE17.2x
4680 Round OneJP¥924.902.9%
+JP¥6.8b		-28.3%PE14.6x
9010 Fuji KyukoJP¥2.10k5.2%
+JP¥5.5b		4.1%PE19.2x
8153 Mos Food ServicesJP¥3.59k2.0%
+JP¥2.2b		-3.4%PE24.1x

Latest News

7085
JP¥860.00
CURVES HOLDINGS
7D
2.1%
1Y
23.6%
Narrative Update • Jun 06

7085: Higher Dividend Payouts And Special Benefits Will Support Re Rating

Analysts have kept their fair value estimate for CURVES HOLDINGS steady at ¥1,200, with only modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions shaping the updated price target narrative. What's in the News CURVES HOLDINGS revised consolidated guidance for the full year ending August 31, 2026.
6412
JP¥2,033.00
Heiwa
7D
3.7%
1Y
0.5%
2157
JP¥945.00
Koshidaka Holdings
7D
1.6%
1Y
-15.9%
3097
JP¥4,555.00
Monogatari
7D
-3.5%
1Y
24.3%
9708
JP¥1,003.00
Imperial Hotel
7D
-5.4%
1Y
4.4%
6249
JP¥2,410.00
Gamecard Holdings
7D
4.3%
1Y
3.7%
4661
JP¥2,214.50
Oriental Land
7D
-1.5%
1Y
-31.6%
Narrative Update • Jun 01

4661: Cruise Expansion And Rising Dividends Will Support Future Share Repricing

Analysts have trimmed their fair value estimate for Oriental Land from ¥5,359 to ¥4,808, reflecting updated assumptions that combine higher projected revenue growth with slightly lower profit margins and a modestly reduced future P/E multiple. What's in the News Board meeting scheduled for April 28, 2026 to consider dividends from surplus, with a record date of March 31, 2026, and other matters on the agenda (Board Meeting, Apr 28, 2026).
4680
JP¥924.90
Round One
7D
2.9%
1Y
-28.3%
3563
JP¥9,770.00
Food & Life Companies
7D
-7.8%
1Y
49.6%
3350
JP¥234.00
Metaplanet
7D
-20.7%
1Y
-84.8%
7550
JP¥7,703.00
Zensho Holdings
7D
-2.6%
1Y
-3.8%
Analysis Article • May 22

The Strong Earnings Posted By Zensho Holdings (TSE:7550) Are A Good Indication Of The Strength Of The Business

Even though Zensho Holdings Co., Ltd. ( TSE:7550 ) posted strong earnings, investors appeared to be underwhelmed. We...
9616
JP¥2,541.50
Kyoritsu Maintenance
7D
6.4%
1Y
-27.2%
Analysis Article • May 22

Investors Shouldn't Be Too Comfortable With Kyoritsu Maintenance's (TSE:9616) Earnings

Kyoritsu Maintenance Co., Ltd.'s ( TSE:9616 ) stock was strong after they recently reported robust earnings. However...
8153
JP¥3,585.00
Mos Food Services
7D
2.0%
1Y
-3.4%
9010
JP¥2,101.00
Fuji Kyuko
7D
5.2%
1Y
4.1%
2702
JP¥7,450.00
McDonald's Holdings Company (Japan)
7D
-3.9%
1Y
23.5%
2695
JP¥1,547.00
Kura Sushi
7D
-5.4%
1Y
-3.6%