Analysis Article • May 24
Have your own idea? Try our Stock Screener
Japanese (NIKKEI) Hospitality Industry Analysis
UpdatedMay 25, 2026
DataAggregated Company Financials
Companies162
- 7D0.2%
- 3M-10.4%
- 1Y-10.6%
- YTD-9.8%
Last week, the Hospitality industry hasn't moved much but McDonald's Holdings Company (Japan) is up 3.7% in that time. Unfortunately though, the industry is down 11% over the past 12 months. As for the next few years, earnings are expected to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Tue, 26 May 2026 | JP¥15.0t | JP¥10.8t | JP¥326.1b | 20.8x | 46.1x | 1.4x |
| Thu, 23 Apr 2026 | JP¥16.0t | JP¥10.6t | JP¥417.4b | 22.9x | 38.4x | 1.5x |
| Sat, 21 Mar 2026 | JP¥16.6t | JP¥10.5t | JP¥413.4b | 23.4x | 40.2x | 1.6x |
| Mon, 16 Feb 2026 | JP¥16.9t | JP¥10.4t | JP¥526.3b | 24.1x | 32x | 1.6x |
| Wed, 14 Jan 2026 | JP¥16.8t | JP¥10.3t | JP¥527.9b | 24.1x | 31.8x | 1.6x |
| Fri, 12 Dec 2025 | JP¥16.1t | JP¥10.2t | JP¥526.3b | 23.4x | 30.7x | 1.6x |
| Sun, 09 Nov 2025 | JP¥16.6t | JP¥10.1t | JP¥519.7b | 23.2x | 31.9x | 1.7x |
| Tue, 07 Oct 2025 | JP¥17.9t | JP¥10.0t | JP¥521.1b | 24.4x | 34.3x | 1.8x |
| Thu, 04 Sep 2025 | JP¥18.2t | JP¥9.9t | JP¥521.1b | 23.7x | 35x | 1.8x |
| Sat, 02 Aug 2025 | JP¥17.3t | JP¥9.8t | JP¥511.3b | 22.9x | 33.8x | 1.8x |
| Mon, 30 Jun 2025 | JP¥17.3t | JP¥9.8t | JP¥508.6b | 22.5x | 34.1x | 1.8x |
| Wed, 28 May 2025 | JP¥16.5t | JP¥9.8t | JP¥513.9b | 21x | 32.2x | 1.7x |
| Fri, 25 Apr 2025 | JP¥15.7t | JP¥9.6t | JP¥534.8b | 23.1x | 29.3x | 1.6x |
| Sun, 23 Mar 2025 | JP¥15.8t | JP¥9.6t | JP¥532.9b | 23x | 29.6x | 1.6x |
| Tue, 18 Feb 2025 | JP¥15.6t | JP¥9.5t | JP¥535.0b | 23.8x | 29.2x | 1.6x |
| Thu, 16 Jan 2025 | JP¥15.4t | JP¥9.3t | JP¥485.0b | 22.4x | 31.8x | 1.7x |
| Sat, 14 Dec 2024 | JP¥16.2t | JP¥9.3t | JP¥483.0b | 21.8x | 33.5x | 1.7x |
| Mon, 11 Nov 2024 | JP¥16.5t | JP¥9.1t | JP¥479.5b | 21.5x | 34.3x | 1.8x |
| Wed, 09 Oct 2024 | JP¥16.0t | JP¥9.0t | JP¥474.3b | 21.8x | 33.7x | 1.8x |
| Fri, 06 Sep 2024 | JP¥16.2t | JP¥9.1t | JP¥478.5b | 21.6x | 33.9x | 1.8x |
| Sun, 04 Aug 2024 | JP¥15.6t | JP¥8.9t | JP¥469.2b | 22.9x | 33.2x | 1.7x |
| Tue, 02 Jul 2024 | JP¥16.9t | JP¥8.9t | JP¥471.8b | 24.9x | 35.8x | 1.9x |
| Thu, 30 May 2024 | JP¥16.5t | JP¥8.8t | JP¥465.5b | 26.1x | 35.4x | 1.9x |
| Sat, 27 Apr 2024 | JP¥17.3t | JP¥8.6t | JP¥431.5b | 27.7x | 40.2x | 2x |
| Mon, 25 Mar 2024 | JP¥18.4t | JP¥8.5t | JP¥414.3b | 30.8x | 44.5x | 2.2x |
| Wed, 21 Feb 2024 | JP¥19.1t | JP¥8.6t | JP¥415.7b | 28.4x | 45.9x | 2.2x |
| Fri, 19 Jan 2024 | JP¥19.7t | JP¥8.6t | JP¥377.4b | 29.8x | 52.1x | 2.3x |
| Sun, 17 Dec 2023 | JP¥18.2t | JP¥8.6t | JP¥364.8b | 28.1x | 49.9x | 2.1x |
| Tue, 14 Nov 2023 | JP¥18.1t | JP¥8.4t | JP¥371.6b | 27.9x | 48.7x | 2.1x |
| Thu, 12 Oct 2023 | JP¥17.3t | JP¥8.1t | JP¥314.5b | 25.3x | 55x | 2.1x |
| Sat, 09 Sep 2023 | JP¥18.4t | JP¥8.1t | JP¥305.2b | 30.9x | 60.3x | 2.3x |
| Mon, 07 Aug 2023 | JP¥18.1t | JP¥8.0t | JP¥280.9b | 30x | 64.3x | 2.3x |
| Wed, 05 Jul 2023 | JP¥18.6t | JP¥7.8t | JP¥250.1b | 30.8x | 74.3x | 2.4x |
| Fri, 02 Jun 2023 | JP¥17.5t | JP¥7.7t | JP¥231.6b | 28.6x | 75.4x | 2.3x |
Price to Earnings Ratio
75.4x
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 46.1x which is higher than its 3-year average PE of 40.5x.
- The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.4x.
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 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 | 1.18% | |
| Consumer Discretionary | -0.23% | |
| Hospitality | 0.16% | |
| Restaurants | 0.77% | |
| Leisure Facilities | -0.58% | |
| Hotels, Resorts and Cruise Lines | -0.79% | |
| Casinos and Gaming | -3.76% | |
Industry PE
- Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 52.6x.
- Analysts are expecting annual earnings growth of 12.5%, 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 37% over the next 5 years.
- This is better than its past earnings growth rate of 25% per year.
- In contrast, the Leisure Facilities industry is expected to see its earnings grow by 8.5% 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 | |
|---|---|---|---|---|---|
| 2702 McDonald's Holdings Company (Japan) | JP¥8.08k | 3.6% +JP¥37.2b | 33.3% | PE28.8x | |
| 9708 Imperial Hotel | JP¥1.13k | 11.2% +JP¥13.5b | 19.6% | PE31.3x | |
| 3397 TORIDOLL Holdings | JP¥3.90k | 3.9% +JP¥12.7b | -7.8% | PE148.2x | |
| 4680 Round One | JP¥888.90 | 4.0% +JP¥9.0b | -17.0% | PE14.1x | |
| 9861 Yoshinoya Holdings | JP¥3.24k | 3.6% +JP¥7.2b | -0.03% | PE44.9x |
