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Japanese (NIKKEI) Hospitality Industry Analysis

UpdatedJan 21, 2026
DataAggregated Company Financials
Companies162
  • 7D0.7%
  • 3M-4.3%
  • 1Y7.0%
  • YTD2.1%

Over the last 7 days, the Hospitality industry has dropped 1.1%, driven by a pullback from Oriental Land of 1.8%. On the other hand McDonald's Holdings Company (Japan) is actually up 7.2%. Over the past 12 months, the industry was up 5.8%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 21 Jan 2026JP¥16.9tJP¥10.3tJP¥526.7b24.9x32.1x1.6x
Fri, 19 Dec 2025JP¥16.5tJP¥10.3tJP¥526.6b23.1x31.2x1.6x
Sun, 16 Nov 2025JP¥16.8tJP¥10.1tJP¥531.9b23.9x31.6x1.7x
Tue, 14 Oct 2025JP¥17.8tJP¥10.0tJP¥519.7b24.2x34.2x1.8x
Thu, 11 Sep 2025JP¥18.2tJP¥9.9tJP¥521.2b23.7x34.9x1.8x
Sat, 09 Aug 2025JP¥17.5tJP¥9.9tJP¥512.9b23.6x34x1.8x
Mon, 07 Jul 2025JP¥17.1tJP¥9.8tJP¥510.6b22.5x33.5x1.7x
Wed, 04 Jun 2025JP¥16.7tJP¥9.8tJP¥513.0b21.1x32.5x1.7x
Fri, 02 May 2025JP¥15.7tJP¥9.7tJP¥543.7b22.8x28.8x1.6x
Sun, 30 Mar 2025JP¥15.6tJP¥9.6tJP¥531.0b22.9x29.4x1.6x
Tue, 25 Feb 2025JP¥15.2tJP¥9.5tJP¥533.8b23.6x28.5x1.6x
Thu, 23 Jan 2025JP¥15.5tJP¥9.3tJP¥484.9b22.6x31.9x1.7x
Sat, 21 Dec 2024JP¥16.0tJP¥9.3tJP¥482.7b22.2x33.2x1.7x
Mon, 18 Nov 2024JP¥16.0tJP¥9.2tJP¥486.8b21.6x32.8x1.7x
Wed, 16 Oct 2024JP¥16.0tJP¥9.0tJP¥475.1b22.3x33.7x1.8x
Fri, 13 Sep 2024JP¥16.2tJP¥9.1tJP¥477.8b21.5x34x1.8x
Sun, 11 Aug 2024JP¥15.4tJP¥8.9tJP¥471.3b22.4x32.7x1.7x
Tue, 09 Jul 2024JP¥16.8tJP¥8.9tJP¥472.7b24.9x35.5x1.9x
Thu, 06 Jun 2024JP¥17.0tJP¥8.8tJP¥465.4b26.2x36.5x1.9x
Sat, 04 May 2024JP¥16.8tJP¥8.6tJP¥432.1b28x38.8x1.9x
Mon, 01 Apr 2024JP¥18.0tJP¥8.5tJP¥420.4b31.7x42.9x2.1x
Wed, 28 Feb 2024JP¥18.5tJP¥8.6tJP¥415.3b28.5x44.7x2.2x
Fri, 26 Jan 2024JP¥19.4tJP¥8.6tJP¥378.4b31.1x51.4x2.3x
Sun, 24 Dec 2023JP¥18.3tJP¥8.6tJP¥364.6b28.6x50.1x2.1x
Tue, 21 Nov 2023JP¥18.5tJP¥8.5tJP¥379.5b28.2x48.8x2.2x
Thu, 19 Oct 2023JP¥17.0tJP¥8.2tJP¥326.1b24.9x52x2.1x
Sat, 16 Sep 2023JP¥18.3tJP¥8.1tJP¥306.4b30.9x59.9x2.3x
Mon, 14 Aug 2023JP¥18.4tJP¥8.1tJP¥304.1b30.9x60.4x2.3x
Wed, 12 Jul 2023JP¥18.2tJP¥7.8tJP¥251.7b30x72.4x2.3x
Fri, 09 Jun 2023JP¥17.7tJP¥7.8tJP¥233.8b28.8x75.7x2.3x
Sun, 07 May 2023JP¥16.8tJP¥7.5tJP¥206.9b26.1x81.4x2.2x
Tue, 04 Apr 2023JP¥15.8tJP¥7.4tJP¥185.7b24.5x84.9x2.1x
Thu, 02 Mar 2023JP¥15.2tJP¥7.3tJP¥214.8b24.1x71x2.1x
Sat, 28 Jan 2023JP¥14.8tJP¥7.1tJP¥215.7b24.6x68.4x2.1x
Price to Earnings Ratio

68.4x


Total Market Cap: JP¥14.8tTotal Earnings: JP¥215.7bTotal Revenue: JP¥7.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Hospitality Industry Price to Earnings3Y Average 44.9x202420252026
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 31.8x which is lower than its 3-year average PE of 44.9x.
  • 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 13% 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 Market0.68%
Consumer Discretionary-0.57%
Hospitality0.65%
Restaurants2.15%
Casinos and Gaming0.33%
Hotels, Resorts and Cruise Lines0.25%
Leisure Facilities-1.27%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 60.3x.
    • Analysts are expecting annual earnings growth of 13.9%, which is higher than its past year's earnings growth of 2.8% 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 7.4x.
Forecasted Growth
  • Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 14% over the next 5 years.
  • This is better than its past earnings growth rate of 7.9% per year.
  • In contrast, the Leisure Facilities industry is expected to see its earnings grow by 8.9% 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¥6.85k7.2%
+JP¥61.2b		18.9%PE26.2x
3563 Food & Life CompaniesJP¥8.91k5.7%
+JP¥54.6b		179.9%PE44x
7550 Zensho HoldingsJP¥8.84k1.2%
+JP¥15.8b		3.8%PE38.4x
7581 SaizeriyaLtdJP¥6.27k5.4%
+JP¥15.7b		27.8%PE26.5x
9166 GENDAJP¥857.009.5%
+JP¥13.8b		-30.4%PE59.7x

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9166
JP¥857.00
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2157
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4680
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3350
JP¥521.00
Metaplanet
7D
-1.3%
1Y
23.0%
4661
JP¥2,841.50
Oriental Land
7D
-1.8%
1Y
-14.4%

Earnings Not Telling The Story For Oriental Land Co., Ltd. (TSE:4661)

Jan 07
Earnings Not Telling The Story For Oriental Land Co., Ltd. (TSE:4661)
7412
JP¥598.00
ATOM
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7.2%
1Y
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9722
JP¥2,762.00
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7D
3.4%
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72.4%

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3563
JP¥8,914.00
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7D
5.7%
1Y
179.9%
2702
JP¥6,850.00
McDonald's Holdings Company (Japan)
7D
7.2%
1Y
18.9%
4681
JP¥1,934.00
Resorttrust
7D
-1.0%
1Y
27.2%