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Japanese (NIKKEI) Oil and Gas Industry Analysis

UpdatedSep 26, 2025
DataAggregated Company Financials
Companies22
  • 7D3.7%
  • 3M30.4%
  • 1Y18.1%
  • YTD18.4%

In the last week, the Oil and Gas industry is up 2.3%, with ENEOS Holdings leading the way, up 5.3%. In the last 12 months, the industry was up 18%. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

Has the Japanese Oil and Gas Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Sep 2025JP¥9.3tJP¥30.7tJP¥534.0b12.6x17.4x0.3x
Sun, 24 Aug 2025JP¥8.5tJP¥30.7tJP¥534.0b12.2x15.9x0.3x
Tue, 22 Jul 2025JP¥7.4tJP¥31.5tJP¥747.6b10.4x9.9x0.2x
Thu, 19 Jun 2025JP¥7.5tJP¥31.5tJP¥748.3b9.6x10x0.2x
Sat, 17 May 2025JP¥6.9tJP¥31.5tJP¥758.2b10x9.1x0.2x
Mon, 14 Apr 2025JP¥6.6tJP¥32.3tJP¥1.1t9.4x6.2x0.2x
Wed, 12 Mar 2025JP¥7.7tJP¥32.3tJP¥1.1t10.4x7.3x0.2x
Fri, 07 Feb 2025JP¥7.5tJP¥32.7tJP¥939.6b9.3x8x0.2x
Sun, 05 Jan 2025JP¥8.0tJP¥32.7tJP¥937.8b9.4x8.5x0.2x
Tue, 03 Dec 2024JP¥7.9tJP¥32.7tJP¥937.8b9.4x8.5x0.2x
Thu, 31 Oct 2024JP¥8.1tJP¥33.0tJP¥1.2t9x7x0.2x
Sat, 28 Sep 2024JP¥8.1tJP¥33.0tJP¥1.2t9.3x7x0.2x
Mon, 26 Aug 2024JP¥8.4tJP¥33.0tJP¥1.2t9.5x7.3x0.3x
Wed, 24 Jul 2024JP¥8.9tJP¥32.3tJP¥1.1t10.8x8.4x0.3x
Fri, 21 Jun 2024JP¥8.9tJP¥32.3tJP¥1.1t10.2x8.4x0.3x
Sun, 19 May 2024JP¥8.7tJP¥32.3tJP¥1.1t10.5x8.3x0.3x
Tue, 16 Apr 2024JP¥9.4tJP¥32.3tJP¥1.0t10.4x9.1x0.3x
Thu, 14 Mar 2024JP¥7.9tJP¥32.3tJP¥1.1t10.5x7.3x0.2x
Sat, 10 Feb 2024JP¥7.4tJP¥32.8tJP¥811.0b10.5x9.1x0.2x
Mon, 08 Jan 2024JP¥7.3tJP¥32.8tJP¥807.2b12.2x9x0.2x
Wed, 06 Dec 2023JP¥7.2tJP¥32.8tJP¥807.2b12x8.9x0.2x
Fri, 03 Nov 2023JP¥7.3tJP¥33.8tJP¥708.6b10x10.3x0.2x
Sun, 01 Oct 2023JP¥7.5tJP¥33.8tJP¥707.6b10.3x10.6x0.2x
Tue, 29 Aug 2023JP¥6.9tJP¥33.8tJP¥707.6b10.4x9.8x0.2x
Thu, 27 Jul 2023JP¥6.4tJP¥34.8tJP¥1.1t10.2x5.8x0.2x
Sat, 24 Jun 2023JP¥5.9tJP¥34.8tJP¥1.1t10.1x5.4x0.2x
Mon, 22 May 2023JP¥5.7tJP¥34.8tJP¥1.1t9.9x5.2x0.2x
Wed, 19 Apr 2023JP¥5.6tJP¥34.1tJP¥1.4t9x4.1x0.2x
Fri, 17 Mar 2023JP¥5.3tJP¥34.1tJP¥1.4t8.1x3.9x0.2x
Sun, 12 Feb 2023JP¥5.5tJP¥32.3tJP¥1.8t8.1x3.1x0.2x
Tue, 10 Jan 2023JP¥5.3tJP¥31.9tJP¥1.8t8.4x3x0.2x
Thu, 08 Dec 2022JP¥5.6tJP¥31.9tJP¥1.8t8.5x3.2x0.2x
Sat, 05 Nov 2022JP¥6.0tJP¥28.9tJP¥1.7t8.5x3.6x0.2x
Mon, 03 Oct 2022JP¥5.5tJP¥28.8tJP¥1.7t8.3x3.3x0.2x
Price to Earnings Ratio

3.3x


Total Market Cap: JP¥5.5tTotal Earnings: JP¥1.7tTotal Revenue: JP¥28.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Oil and Gas Industry Price to Earnings3Y Average 7.5x202320242025
Current Industry PE
  • Investors are optimistic on the Japanese Oil and Gas industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 17.2x 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 0.22x.
Past Earnings Growth
  • The earnings for companies in the Oil and Gas industry have declined 32% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.2% 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 industry?

JP Market0.66%
Energy3.91%
Oil and Gas3.69%
Coal and Fuels5.15%
Oil and Gas Exploration and Production4.16%
Oil and Gas Refining and Marketing3.61%
Oil and Gas Storage and Transportation0.60%
Industry PE
  • Investors are most optimistic about the Oil and Gas Storage and Transportation industry, which is trading close to its 3-year average PE ratio of 10.4x.
    • Analysts are expecting annual earnings growth of 13.3%, which is higher than its past year's earnings decline of 32.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Oil and Gas Refining and Marketing industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings growth rate of 5.7% per year.
  • In contrast, the Oil and Gas Exploration and Production industry is expected to see its earnings decline by 9.2% 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
5020 ENEOS HoldingsJP¥972.205.3%
+JP¥132.4b		20.5%PS0.2x
1605 InpexJP¥2.74k4.2%
+JP¥131.0b		38.2%PE7.4x
5019 Idemitsu KosanLtdJP¥1.06k2.9%
+JP¥36.1b		2.1%PE90.6x
1662 Japan Petroleum ExplorationJP¥1.34k4.0%
+JP¥13.1b		22.6%PE4x
5021 Cosmo Energy HoldingsJP¥7.37k1.1%
+JP¥6.4b		-6.9%PE19.5x

Latest News

5019
JP¥1,056.50
Idemitsu KosanLtd
7D
2.9%
1Y
2.1%
5020
JP¥972.20
ENEOS Holdings
7D
5.3%
1Y
20.5%
8097
JP¥2,167.00
San-Ai Obbli
7D
-0.1%
1Y
8.8%
1662
JP¥1,336.00
Japan Petroleum Exploration
7D
4.0%
1Y
22.6%
1605
JP¥2,740.00
Inpex
7D
4.2%
1Y
38.2%

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.
5017
JP¥487.00
Fuji Oil Company
7D
-2.0%
1Y
33.4%
5021
JP¥7,369.00
Cosmo Energy Holdings
7D
1.1%
1Y
-6.9%

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
3315
JP¥102.00
Nippon Coke & Engineering Company
7D
5.2%
1Y
0%
8131
JP¥2,295.00
Mitsuuroko Group HoldingsLtd
7D
2.2%
1Y
26.7%
7486
JP¥697.00
Sanrin
7D
-0.1%
1Y
6.7%
2734
JP¥1,094.00
SALA
7D
4.7%
1Y
27.4%