Analysis Article • Aug 12
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Japanese (NIKKEI) Hospitality Industry Analysis
UpdatedAug 18, 2026
DataAggregated Company Financials
Companies162
- 7D-2.0%
- 3M15.4%
- 1Y-8.2%
- YTD5.1%
Over the last 7 days, the Hospitality industry has dropped 2.0%, driven by a pullback from Oriental Land of 4.5%. In contrast, GENDA has gained 11%. However, the industry is down 8.2% over the past year. As for the next few years, earnings are expected to grow by 13% 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, 18 Aug 2026 | JP¥17.5t | JP¥11.0t | JP¥268.3b | 21.7x | 65.1x | 1.6x |
| Thu, 16 Jul 2026 | JP¥16.2t | JP¥10.8t | JP¥325.2b | 20.9x | 49.9x | 1.5x |
| Sat, 13 Jun 2026 | JP¥15.0t | JP¥10.8t | JP¥324.1b | 21.6x | 46.1x | 1.4x |
| Mon, 11 May 2026 | JP¥15.4t | JP¥10.6t | JP¥410.1b | 21.9x | 37.5x | 1.5x |
| Wed, 08 Apr 2026 | JP¥16.6t | JP¥10.5t | JP¥413.3b | 23.4x | 40.3x | 1.6x |
| Fri, 06 Mar 2026 | JP¥16.9t | JP¥10.5t | JP¥412.2b | 24x | 41x | 1.6x |
| Sun, 01 Feb 2026 | JP¥16.2t | JP¥10.3t | JP¥528.5b | 24.5x | 30.7x | 1.6x |
| Tue, 30 Dec 2025 | JP¥16.6t | JP¥10.3t | JP¥526.4b | 23.5x | 31.6x | 1.6x |
| Thu, 27 Nov 2025 | JP¥16.7t | JP¥10.2t | JP¥527.4b | 23.2x | 31.6x | 1.6x |
| Sat, 25 Oct 2025 | JP¥17.5t | JP¥10.0t | JP¥518.5b | 23.6x | 33.7x | 1.7x |
| Mon, 22 Sep 2025 | JP¥18.0t | JP¥10.0t | JP¥521.1b | 24.1x | 34.6x | 1.8x |
| Wed, 20 Aug 2025 | JP¥18.6t | JP¥10.0t | JP¥527.6b | 24.1x | 35.2x | 1.9x |
| Fri, 18 Jul 2025 | JP¥17.0t | JP¥9.8t | JP¥508.4b | 22.8x | 33.5x | 1.7x |
| Sun, 15 Jun 2025 | JP¥16.8t | JP¥9.8t | JP¥511.4b | 22.2x | 32.8x | 1.7x |
| Tue, 13 May 2025 | JP¥16.4t | JP¥9.7t | JP¥546.5b | 22.6x | 30x | 1.7x |
| Thu, 10 Apr 2025 | JP¥14.7t | JP¥9.6t | JP¥534.2b | 21.6x | 27.6x | 1.5x |
| Sat, 08 Mar 2025 | JP¥15.3t | JP¥9.5t | JP¥533.7b | 23.3x | 28.7x | 1.6x |
| Mon, 03 Feb 2025 | JP¥16.1t | JP¥9.3t | JP¥489.9b | 23.1x | 32.9x | 1.7x |
| Wed, 01 Jan 2025 | JP¥16.0t | JP¥9.3t | JP¥483.3b | 23.2x | 33.1x | 1.7x |
| Fri, 29 Nov 2024 | JP¥16.1t | JP¥9.2t | JP¥488.8b | 22x | 32.9x | 1.7x |
| Sun, 27 Oct 2024 | JP¥15.4t | JP¥9.1t | JP¥479.5b | 21.3x | 32.2x | 1.7x |
| Tue, 24 Sep 2024 | JP¥16.3t | JP¥9.0t | JP¥474.3b | 21.1x | 34.4x | 1.8x |
| Thu, 22 Aug 2024 | JP¥16.1t | JP¥9.1t | JP¥477.4b | 21.7x | 33.7x | 1.8x |
| Sat, 20 Jul 2024 | JP¥16.9t | JP¥8.9t | JP¥471.8b | 24.4x | 35.8x | 1.9x |
| Mon, 17 Jun 2024 | JP¥16.7t | JP¥8.9t | JP¥471.9b | 25.5x | 35.4x | 1.9x |
| Wed, 15 May 2024 | JP¥17.3t | JP¥8.7t | JP¥445.0b | 28.3x | 38.8x | 2x |
| Fri, 12 Apr 2024 | JP¥17.6t | JP¥8.6t | JP¥424.9b | 30.8x | 41.4x | 2.1x |
| Sun, 10 Mar 2024 | JP¥18.1t | JP¥8.6t | JP¥415.1b | 28.7x | 43.5x | 2.1x |
| Tue, 06 Feb 2024 | JP¥18.8t | JP¥8.5t | JP¥386.3b | 31x | 48.6x | 2.2x |
| Thu, 04 Jan 2024 | JP¥18.5t | JP¥8.6t | JP¥365.0b | 28.9x | 50.6x | 2.2x |
| Sat, 02 Dec 2023 | JP¥18.2t | JP¥8.5t | JP¥381.6b | 28.1x | 47.6x | 2.1x |
| Mon, 30 Oct 2023 | JP¥17.2t | JP¥8.2t | JP¥326.2b | 24.7x | 52.8x | 2.1x |
| Wed, 27 Sep 2023 | JP¥17.9t | JP¥8.2t | JP¥313.5b | 28.5x | 57.2x | 2.2x |
| Fri, 25 Aug 2023 | JP¥17.9t | JP¥8.1t | JP¥305.2b | 32.6x | 58.6x | 2.2x |
Price to Earnings Ratio
58.6x
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 65.1x which is higher than its 3-year average PE of 38.8x.
- The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Hospitality industry have declined 4.2% per year over the last three years.
- Meanwhile revenues for these companies have grown 11% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 2.37% | |
| Consumer Discretionary | 0.12% | |
| Hospitality | -1.99% | |
| Casinos and Gaming | 3.83% | |
| Restaurants | -1.19% | |
| Hotels, Resorts and Cruise Lines | -1.81% | |
| Leisure Facilities | -3.30% | |
Industry PE
- Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 44.5x.
- Analysts are expecting annual earnings growth of 13.9%, which is lower than the prior year's growth of 16.5% 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 22% per year.
- In contrast, the Leisure Facilities industry is expected to see its earnings grow by 7.7% 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 | |
|---|---|---|---|---|---|
| 9166 GENDA | JP¥736.00 | 11.3% +JP¥13.8b | -24.7% | PE47.4x | |
| 7550 Zensho Holdings | JP¥11.68k | 0.7% +JP¥13.3b | 15.6% | PE36.3x | |
| 4681 Resorttrust | JP¥1.81k | 3.4% +JP¥12.7b | -7.1% | PE16.5x | |
| 3097 Monogatari | JP¥5.68k | 4.4% +JP¥9.2b | 31.3% | PE24.9x | |
| 6412 Heiwa | JP¥2.21k | 4.1% +JP¥8.6b | -0.4% | PE19x |
