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Japanese (NIKKEI) Energy Sector Analysis

UpdatedJul 25, 2026
DataAggregated Company Financials
Companies24
  • 7D7.6%
  • 3M-4.2%
  • 1Y57.5%
  • YTD13.0%

The Energy industry is up 7.6% in the last week, with Inpex up 11%. This takes the industry's 12 month performance to a gain of 57%. Earnings are forecast to be flat in the coming years.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Jul 2026JP¥12.6tJP¥29.3tJP¥1.1t11.9x11.4x0.4x
Mon, 22 Jun 2026JP¥11.9tJP¥29.3tJP¥1.1t11x10.8x0.4x
Wed, 20 May 2026JP¥13.1tJP¥29.3tJP¥1.1t12x12.1x0.4x
Fri, 17 Apr 2026JP¥13.7tJP¥29.8tJP¥673.5b13.4x20.4x0.5x
Sun, 15 Mar 2026JP¥14.1tJP¥29.8tJP¥672.7b13.5x21x0.5x
Tue, 10 Feb 2026JP¥13.5tJP¥29.8tJP¥733.5b13.5x18.4x0.5x
Thu, 08 Jan 2026JP¥11.4tJP¥30.5tJP¥741.3b12.7x15.3x0.4x
Sat, 06 Dec 2025JP¥11.2tJP¥30.5tJP¥740.8b12.3x15.1x0.4x
Mon, 03 Nov 2025JP¥10.0tJP¥31.4tJP¥574.8b10.8x17.5x0.3x
Wed, 01 Oct 2025JP¥9.6tJP¥31.4tJP¥574.4b11.7x16.8x0.3x
Fri, 29 Aug 2025JP¥9.2tJP¥31.4tJP¥574.4b11.5x16x0.3x
Sun, 27 Jul 2025JP¥8.1tJP¥32.2tJP¥783.6b10.8x10.4x0.3x
Tue, 24 Jun 2025JP¥7.9tJP¥32.2tJP¥784.4b9.8x10x0.2x
Thu, 22 May 2025JP¥7.4tJP¥32.2tJP¥785.9b10.1x9.4x0.2x
Sat, 19 Apr 2025JP¥7.2tJP¥33.1tJP¥1.1t8.5x6.5x0.2x
Mon, 17 Mar 2025JP¥8.2tJP¥33.0tJP¥1.1t9.5x7.6x0.2x
Wed, 12 Feb 2025JP¥7.9tJP¥33.4tJP¥995.1b8.7x7.9x0.2x
Fri, 10 Jan 2025JP¥8.1tJP¥33.5tJP¥980.2b8.9x8.3x0.2x
Sun, 08 Dec 2024JP¥8.2tJP¥33.4tJP¥978.4b8.6x8.3x0.2x
Tue, 05 Nov 2024JP¥8.3tJP¥33.6tJP¥1.2t8.1x7x0.2x
Thu, 03 Oct 2024JP¥8.4tJP¥33.6tJP¥1.2t8.3x7.1x0.3x
Sat, 31 Aug 2024JP¥8.8tJP¥33.6tJP¥1.2t8.8x7.4x0.3x
Mon, 29 Jul 2024JP¥8.8tJP¥32.9tJP¥1.1t8.8x7.8x0.3x
Wed, 26 Jun 2024JP¥9.4tJP¥32.9tJP¥1.1t9.9x8.7x0.3x
Fri, 24 May 2024JP¥9.1tJP¥32.9tJP¥1.1t9.2x8.4x0.3x
Sun, 21 Apr 2024JP¥9.0tJP¥32.9tJP¥1.0t10.5x8.6x0.3x
Tue, 19 Mar 2024JP¥8.7tJP¥32.9tJP¥1.1t10.8x7.9x0.3x
Thu, 15 Feb 2024JP¥7.6tJP¥32.8tJP¥1.1t10.1x7x0.2x
Sat, 13 Jan 2024JP¥7.6tJP¥33.4tJP¥819.3b12.4x9.2x0.2x
Mon, 11 Dec 2023JP¥7.2tJP¥33.4tJP¥819.3b12.1x8.8x0.2x
Wed, 08 Nov 2023JP¥7.4tJP¥34.3tJP¥717.4b13.2x10.3x0.2x
Fri, 06 Oct 2023JP¥7.6tJP¥34.3tJP¥716.7b11.2x10.5x0.2x
Sun, 03 Sep 2023JP¥7.3tJP¥34.3tJP¥716.7b11.6x10.1x0.2x
Tue, 01 Aug 2023JP¥6.6tJP¥35.3tJP¥1.1t10.5x6x0.2x
Price to Earnings Ratio

6x


Total Market Cap: JP¥6.6tTotal Earnings: JP¥1.1tTotal Revenue: JP¥35.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Energy Sector Price to Earnings3Y Average 10.9x202420252026
Current Industry PE
  • Investors are relatively neutral on the Japanese Energy industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 10.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.29x.
Past Earnings Growth
  • The earnings for companies in the Energy industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 5.9% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Trends

Which industries have driven the changes within the Japanese Energy sector?

JP Market2.14%
Energy7.59%
Energy Services10.03%
Oil and Gas7.43%
Industry PE
  • Investors are most optimistic about the Oil and Gas industry, which is trading close to its 3-year average PE ratio of 10.9x.
    • Analysts are expecting annual earnings growth of 0.9%, which is lower than the prior year's growth of 1.3% per year.
  • Investors are most pessimistic about the Energy Services industry, which is trading below its 3-year average of 12.7x.
Forecasted Growth
  • Analysts are most optimistic on the Oil and Gas industry, expecting annual earnings growth of 0.9% over the next 5 years.
  • However this is lower than its past earnings growth rate of 1.3% 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
1605 InpexJP¥3.76k10.6%
+JP¥418.4b		78.8%PE11.6x
5020 ENEOS HoldingsJP¥1.32k6.2%
+JP¥204.2b		70.2%PE13.6x
5019 Idemitsu KosanLtdJP¥1.33k7.5%
+JP¥111.3b		40.1%PE9.3x
6269 MODECJP¥10.50k10.6%
+JP¥68.9b		68.3%PE11x
1662 Japan Petroleum ExplorationJP¥1.79k7.8%
+JP¥33.0b		67.7%PE8.6x

Latest News

1662
JP¥1,793.00
Japan Petroleum Exploration
7D
7.8%
1Y
67.7%
2734
JP¥1,134.00
SALA
7D
-1.8%
1Y
20.9%
Analysis Article • Jul 22

Solid Earnings May Not Tell The Whole Story For SALA (TSE:2734)

The recent earnings posted by SALA Corporation ( TSE:2734 ) were solid, but the stock didn't move as much as we...
6269
JP¥10,500.00
MODEC
7D
10.6%
1Y
68.3%
Analysis Article • Jul 22

Broker Revenue Forecasts For MODEC, Inc. (TSE:6269) Are Surging Higher

MODEC, Inc. ( TSE:6269 ) shareholders will have a reason to smile today, with the analysts making substantial upgrades...
5021
JP¥3,969.00
Cosmo Energy Holdings
7D
5.1%
1Y
21.0%
Narrative Update • Jul 20

5021: Vision 2035 And Medium-Term Plan Will Support Higher Future Pricing

Analysts have trimmed their price target for Cosmo Energy Holdings to ¥4,310 from ¥4,516, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers of the revision. What's in the News for Cosmo Energy Holdings Cosmo Energy Holdings has scheduled a board meeting on May 12, 2026, with an agenda that includes considering the continuation of its share based compensation plan.
1605
JP¥3,761.00
Inpex
7D
10.6%
1Y
78.8%
Narrative Update • Jul 20

1605: CCS And Long Term LNG Contracts Will Likely Drive Shares Higher

Analysts have raised their price target on Inpex to about ¥4,171 from roughly ¥3,952, citing updated assumptions for revenue growth, profit margins, a slightly different discount rate, and a revised outlook for the future P/E ratio. What's in the News for Inpex Inpex and Kanto Natural Gas Development launched the Metropolitan CCS joint venture on April 1, 2025, to research and plan a carbon capture and storage project serving industrial emitters in the Greater Tokyo Area, according to company announcements.
5020
JP¥1,320.00
ENEOS Holdings
7D
6.2%
1Y
70.2%
Narrative Update • Jul 13

5020: Share Buyback And Higher Future P/E Will Support Bullish Return Outlook

Analysts have lifted their price target for ENEOS Holdings from about ¥1,431 to roughly ¥1,513, citing refreshed assumptions that include updated discount rates, revenue growth expectations, profit margins and future P/E levels in their valuation work. What's in the News for ENEOS Holdings ENEOS Holdings reported interim results of its large share buyback program, with 18.24 million shares repurchased in June 2026 for about ¥22.6 billion, according to TipRanks.com.
6239
JP¥1,304.00
Nagaoka International
7D
-0.8%
1Y
-6.2%
5019
JP¥1,333.50
Idemitsu KosanLtd
7D
7.5%
1Y
40.1%
7490
JP¥2,188.00
Nissin ShojiLtd
7D
-0.05%
1Y
103.0%
7486
JP¥775.00
Sanrin
7D
-1.8%
1Y
11.2%
8097
JP¥2,321.00
San-Ai Obbli
7D
4.2%
1Y
17.2%
8088
JP¥1,979.00
Iwatani
7D
2.8%
1Y
24.8%
7441
JP¥1,750.00
Misumi
7D
-0.7%
1Y
-1.2%
8131
JP¥2,064.00
Mitsuuroko Group HoldingsLtd
7D
-1.3%
1Y
-6.3%
416A
JP¥1,182.00
Fuji United Holdings CompanyLtd
7D
-1.1%
1Y
-3.5%