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Japanese (NIKKEI) Energy Sector Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies25
  • 7D3.5%
  • 3M20.9%
  • 1Y26.2%
  • YTD18.2%

In the last week, the Energy industry is up 3.5%, with ENEOS Holdings up 3.9%. In the last 12 months, the industry was up 26%. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

Has the Japanese Energy Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Sep 2025JP¥9.6tJP¥31.4tJP¥574.4b11.8x16.7x0.3x
Sat, 16 Aug 2025JP¥8.9tJP¥31.4tJP¥574.4b11.5x15.5x0.3x
Mon, 14 Jul 2025JP¥7.9tJP¥32.2tJP¥783.5b10.5x10.1x0.2x
Wed, 11 Jun 2025JP¥7.5tJP¥32.2tJP¥783.6b10.1x9.6x0.2x
Fri, 09 May 2025JP¥7.2tJP¥33.1tJP¥1.1t8.9x6.5x0.2x
Sun, 06 Apr 2025JP¥7.2tJP¥33.1tJP¥1.1t8.7x6.6x0.2x
Tue, 04 Mar 2025JP¥8.0tJP¥33.0tJP¥1.1t9.3x7.3x0.2x
Thu, 30 Jan 2025JP¥7.8tJP¥33.4tJP¥979.7b8.5x8x0.2x
Sat, 28 Dec 2024JP¥8.3tJP¥33.5tJP¥980.2b8.8x8.4x0.2x
Mon, 25 Nov 2024JP¥8.3tJP¥33.4tJP¥978.8b8.6x8.4x0.2x
Wed, 23 Oct 2024JP¥8.3tJP¥33.6tJP¥1.2t7.9x7x0.2x
Fri, 20 Sep 2024JP¥8.1tJP¥33.6tJP¥1.2t8.1x6.8x0.2x
Sun, 18 Aug 2024JP¥8.9tJP¥33.6tJP¥1.2t8.1x7.1x0.3x
Tue, 16 Jul 2024JP¥9.4tJP¥32.9tJP¥1.1t9.8x8.6x0.3x
Thu, 13 Jun 2024JP¥9.2tJP¥32.9tJP¥1.1t10x8.5x0.3x
Sat, 11 May 2024JP¥8.9tJP¥32.9tJP¥1.0t10.8x8.6x0.3x
Mon, 08 Apr 2024JP¥9.2tJP¥32.8tJP¥1.0t10.6x8.8x0.3x
Wed, 06 Mar 2024JP¥8.2tJP¥32.9tJP¥1.1t10.5x7.5x0.2x
Fri, 02 Feb 2024JP¥7.6tJP¥33.4tJP¥819.9b12.5x9.3x0.2x
Sun, 31 Dec 2023JP¥7.2tJP¥33.4tJP¥819.3b12x8.7x0.2x
Tue, 28 Nov 2023JP¥7.6tJP¥33.4tJP¥819.3b12.7x9.3x0.2x
Thu, 26 Oct 2023JP¥7.4tJP¥34.3tJP¥716.5b11.3x10.3x0.2x
Sat, 23 Sep 2023JP¥7.9tJP¥34.3tJP¥716.7b12.1x11x0.2x
Mon, 21 Aug 2023JP¥6.8tJP¥34.3tJP¥716.7b11.1x9.4x0.2x
Wed, 19 Jul 2023JP¥6.2tJP¥35.3tJP¥1.1t10.1x5.6x0.2x
Fri, 16 Jun 2023JP¥6.1tJP¥35.3tJP¥1.1t10.1x5.5x0.2x
Sun, 14 May 2023JP¥5.9tJP¥35.2tJP¥1.2t9.9x4.9x0.2x
Tue, 11 Apr 2023JP¥5.6tJP¥34.5tJP¥1.4t8.7x4.1x0.2x
Thu, 09 Mar 2023JP¥5.9tJP¥34.5tJP¥1.4t9x4.3x0.2x
Sat, 04 Feb 2023JP¥5.5tJP¥32.3tJP¥1.7t9.3x3.2x0.2x
Mon, 02 Jan 2023JP¥5.6tJP¥32.3tJP¥1.7t8.6x3.2x0.2x
Wed, 30 Nov 2022JP¥6.0tJP¥32.4tJP¥1.7t8.8x3.5x0.2x
Fri, 28 Oct 2022JP¥6.0tJP¥29.2tJP¥1.6t8.7x3.7x0.2x
Sun, 25 Sep 2022JP¥6.1tJP¥29.2tJP¥1.6t8.6x3.8x0.2x
Price to Earnings Ratio

3.8x


Total Market Cap: JP¥6.1tTotal Earnings: JP¥1.6tTotal Revenue: JP¥29.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Energy Sector Price to Earnings3Y Average 7.5x202320242025
Current Industry PE
  • Investors are optimistic on the Japanese Energy industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 16.7x which is higher than its 3-year average PE of 7.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.23x.
Past Earnings Growth
  • The earnings for companies in the Energy industry have declined 29% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.4% 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 Energy sector?

JP Market1.55%
Energy3.48%
Energy Services4.16%
Oil and Gas3.43%
Industry PE
  • Investors are most optimistic about the Oil and Gas industry which is trading above its 3-year average PE ratio of 7.4x.
    • Analysts are expecting annual earnings growth of 15.2%, which is higher than its past year's earnings growth of 4.7% per year.
  • Investors are most pessimistic about the Energy Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.4x.
Forecasted Growth
  • Analysts are most optimistic on the Oil and Gas industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 4.7% per year.
  • In contrast, the Energy Services industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
5020 ENEOS HoldingsJP¥922.903.8%
+JP¥91.2b		22.1%PS0.2x
5019 Idemitsu KosanLtdJP¥1.02k3.3%
+JP¥39.8b		2.9%PE87.9x
1605 InpexJP¥2.64k1.0%
+JP¥29.8b		39.6%PE7.2x
5021 Cosmo Energy HoldingsJP¥7.34k2.5%
+JP¥14.6b		-5.1%PE19.5x
5017 Fuji Oil CompanyJP¥502.0051.2%
+JP¥13.1b		39.1%PS0.06x

Latest News

1605
JP¥2,640.00
Inpex
7D
1.0%
1Y
39.6%

Global Energy Shift Will Expose Overvaluation Risks In LNG

The consensus price target for Inpex has increased to ¥2521, reflecting improved sentiment driven by slightly better revenue growth forecasts and a modest uptick in net profit margin. What's in the News Board resolved to acquire treasury stock and authorized a share buyback plan.
5019
JP¥1,024.50
Idemitsu KosanLtd
7D
3.3%
1Y
2.9%

Idemitsu KosanLtd (TSE:5019) Will Pay A Dividend Of ¥18.00

Sep 12
Idemitsu KosanLtd (TSE:5019) Will Pay A Dividend Of ¥18.00
5017
JP¥502.00
Fuji Oil Company
7D
51.2%
1Y
39.1%
5020
JP¥922.90
ENEOS Holdings
7D
3.8%
1Y
22.1%

Energy Initiatives And Operational Efficiencies Will Secure Future Revenue Stability

The modest increase in ENEOS Holdings’ future P/E and discount rate suggests a slightly more optimistic outlook despite higher risk, supporting a raised consensus price target from ¥910 to ¥939. What's in the News Issued consolidated earnings guidance for FY ending March 31, 2026: revenue expected at JPY 11,700,000 million.
6269
JP¥7,900.00
MODEC
7D
1.8%
1Y
161.2%

MODEC's (TSE:6269) Dividend Will Be ¥60.00

Sep 10
MODEC's (TSE:6269) Dividend Will Be ¥60.00
5021
JP¥7,343.00
Cosmo Energy Holdings
7D
2.5%
1Y
-5.1%

Cosmo Energy Holdings (TSE:5021) Is Due To Pay A Dividend Of ¥150.00

Sep 06
Cosmo Energy Holdings (TSE:5021) Is Due To Pay A Dividend Of ¥150.00
1662
JP¥1,257.00
Japan Petroleum Exploration
7D
2.4%
1Y
20.4%
6369
JP¥4,490.00
Toyo Kanetsu K.K
7D
-0.4%
1Y
11.4%

Toyo Kanetsu K.K (TSE:6369) Has Announced A Dividend Of ¥100.00

Sep 03
Toyo Kanetsu K.K (TSE:6369) Has Announced A Dividend Of ¥100.00
8088
JP¥1,668.50
Iwatani
7D
1.3%
1Y
-16.7%

Here's Why Iwatani (TSE:8088) Has A Meaningful Debt Burden

Sep 02
Here's Why Iwatani (TSE:8088) Has A Meaningful Debt Burden
5010
JP¥193.00
Nippon Seiro
7D
-1.5%
1Y
-26.3%
9212
JP¥391.00
Green Earth Institute
7D
-2.0%
1Y
-25.0%
8131
JP¥2,237.00
Mitsuuroko Group HoldingsLtd
7D
-1.2%
1Y
31.6%
7486
JP¥688.00
Sanrin
7D
-1.0%
1Y
5.4%
7441
JP¥1,702.00
Misumi
7D
-0.2%
1Y
0.06%