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Japanese (NIKKEI) Oil and Gas Refining and Marketing Industry Analysis

UpdatedDec 25, 2025
DataAggregated Company Financials
Companies16
  • 7D2.1%
  • 3M10.3%
  • 1Y25.3%
  • YTDn/a

Over the last 7 days, the Oil and Gas Refining and Marketing industry has risen 2.1%, driven by gains from ENEOS Holdings of 2.8%. This takes the industry's 12 month performance to a gain of 25%. Looking forward, earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Dec 2025JP¥5.8tJP¥26.3tJP¥136.7b13.2x42.4x0.2x
Sat, 22 Nov 2025JP¥5.5tJP¥26.2tJP¥136.4b12.6x40.3x0.2x
Mon, 20 Oct 2025JP¥5.0tJP¥27.1t-JP¥11,324,000,000.0013x-437.4x0.2x
Wed, 17 Sep 2025JP¥5.1tJP¥27.1t-JP¥12,632,000,000.0013.5x-403.8x0.2x
Fri, 15 Aug 2025JP¥4.7tJP¥27.1t-JP¥12,147,000,000.0013.1x-389.2x0.2x
Sun, 13 Jul 2025JP¥4.3tJP¥27.9tJP¥201.7b11.3x21.3x0.2x
Tue, 10 Jun 2025JP¥4.1tJP¥27.9tJP¥202.4b10.4x20.2x0.1x
Thu, 08 May 2025JP¥4.1tJP¥28.7tJP¥484.0b10.9x8.4x0.1x
Sat, 05 Apr 2025JP¥4.1tJP¥28.7tJP¥481.1b10.9x8.4x0.1x
Mon, 03 Mar 2025JP¥4.6tJP¥28.7tJP¥481.1b11.5x9.6x0.2x
Wed, 29 Jan 2025JP¥4.6tJP¥29.1tJP¥440.7b11.1x10.5x0.2x
Fri, 27 Dec 2024JP¥4.8tJP¥29.1tJP¥440.7b11.8x10.9x0.2x
Sun, 24 Nov 2024JP¥4.8tJP¥29.1tJP¥440.0b12.2x10.9x0.2x
Tue, 22 Oct 2024JP¥4.8tJP¥29.3tJP¥763.6b10.8x6.3x0.2x
Thu, 19 Sep 2024JP¥4.8tJP¥28.4tJP¥746.0b10.9x6.4x0.2x
Sat, 17 Aug 2024JP¥5.0tJP¥29.3tJP¥766.4b11x6.6x0.2x
Mon, 15 Jul 2024JP¥5.1tJP¥28.8tJP¥656.0b11.3x7.8x0.2x
Wed, 12 Jun 2024JP¥5.1tJP¥28.8tJP¥656.4b9.8x7.8x0.2x
Fri, 10 May 2024JP¥4.8tJP¥28.7tJP¥601.9b11x7.9x0.2x
Sun, 07 Apr 2024JP¥4.9tJP¥28.7tJP¥604.3b10.8x8.1x0.2x
Tue, 05 Mar 2024JP¥4.5tJP¥28.7tJP¥604.3b10.5x7.4x0.2x
Thu, 01 Feb 2024JP¥4.1tJP¥29.1tJP¥256.9b18.8x16x0.1x
Sat, 30 Dec 2023JP¥3.9tJP¥29.1tJP¥256.0b18.8x15.1x0.1x
Mon, 27 Nov 2023JP¥4.0tJP¥29.1tJP¥256.0b18.8x15.7x0.1x
Wed, 25 Oct 2023JP¥3.6tJP¥30.0tJP¥100.6b14.4x35.7x0.1x
Fri, 22 Sep 2023JP¥3.9tJP¥30.0tJP¥101.0b15.2x38.8x0.1x
Sun, 20 Aug 2023JP¥3.4tJP¥30.0tJP¥101.0b14.3x33.3x0.1x
Tue, 18 Jul 2023JP¥3.2tJP¥30.9tJP¥507.0b10.4x6.3x0.1x
Thu, 15 Jun 2023JP¥3.2tJP¥30.9tJP¥506.7b10.3x6.3x0.1x
Sat, 13 May 2023JP¥3.1tJP¥30.6tJP¥720.9b9.9x4.3x0.1x
Mon, 10 Apr 2023JP¥3.0tJP¥30.4tJP¥800.7b9.2x3.7x0.1x
Wed, 08 Mar 2023JP¥3.1tJP¥30.4tJP¥801.0b9.9x3.9x0.1x
Fri, 03 Feb 2023JP¥3.1tJP¥28.5tJP¥1.2t9.5x2.5x0.1x
Sun, 01 Jan 2023JP¥3.1tJP¥28.5tJP¥1.2t8.6x2.5x0.1x
Price to Earnings Ratio

2.5x


Total Market Cap: JP¥3.1tTotal Earnings: JP¥1.2tTotal Revenue: JP¥28.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Oil and Gas Refining and Marketing Industry Price to Earnings3Y Average -24.4x202320242025
Current Industry PE
  • Investors are optimistic on the Japanese Oil and Gas Refining and Marketing industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 42.4x which is higher than its 3-year average PE of -24.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.15x.
Past Earnings Growth
  • The earnings for companies in the Oil and Gas Refining and Marketing industry have declined 52% per year over the last three years,
  • Revenues have also declined 2.7% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does Japanese Oil and Gas Refining and Marketing compare with similar industries?

JP Market1.23%
Energy2.53%
Oil and Gas2.45%
Oil and Gas Refining and Marketing2.08%
Coal and Fuels6.12%
Oil and Gas Exploration and Production3.01%
Oil and Gas Storage and Transportation1.84%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
5020 ENEOS HoldingsJP¥1.10k3.1%
+JP¥88.8b		33.2%PS0.3x
5019 Idemitsu KosanLtdJP¥1.18k0.8%
+JP¥11.0b		14.8%PE35.5x
5021 Cosmo Energy HoldingsJP¥4.21k1.3%
+JP¥8.9b		21.6%PE11.4x
8097 San-Ai ObbliJP¥2.13k3.8%
+JP¥4.8b		11.7%PE18.9x
8133 Itochu EnexLtdJP¥1.90k1.8%
+JP¥3.7b		16.3%PE13.3x

Latest News

5019
JP¥1,178.00
Idemitsu KosanLtd
7D
0.8%
1Y
14.8%

Returns On Capital Are Showing Encouraging Signs At Idemitsu KosanLtd (TSE:5019)

Dec 24
Returns On Capital Are Showing Encouraging Signs At Idemitsu KosanLtd (TSE:5019)
5021
JP¥4,207.00
Cosmo Energy Holdings
7D
1.3%
1Y
21.6%

5021: Future Earnings Multiple Will Likely Compress Amid Weaker Revenue Outlook

Analysts have reduced their fair value estimate for Cosmo Energy Holdings from ¥6,800 to ¥3,400, citing slightly weaker projected revenue growth, a modestly improved profit margin outlook, and a lower discount rate that together support a more conservative price target multiple. What's in the News Board meeting scheduled for December 23, 2025, to approve an absorption-type merger of wholly owned subsidiary Cosmo Business Associates Co., Ltd., effective April 1, 2026 (company filing) FY2025 ESG presentation planned as an analyst and investor day event, signaling continued emphasis on sustainability and governance disclosures (company event) Valuation Changes Fair Value Estimate was reduced significantly from ¥6,800 to ¥3,400, implying a materially lower intrinsic value assessment.
5020
JP¥1,103.50
ENEOS Holdings
7D
3.1%
1Y
33.2%

5020: Dividend Hike Will Mask Weakening Earnings Outlook And Overstretched Shares

Analysts have raised their price target on ENEOS Holdings to approximately ¥762 from ¥750, citing a lower perceived discount rate, moderating revenue declines, slightly stronger profit margin expectations, and a modestly reduced future price to earnings multiple. What's in the News ENEOS Holdings raised its interim dividend for the second quarter of fiscal 2026 to JPY 17 per share from JPY 13 a year earlier, with payments scheduled to start on December 5, 2025, for shareholders of record as of September 30, 2025 (company announcement).
8097
JP¥2,127.00
San-Ai Obbli
7D
3.8%
1Y
11.7%

San-Ai Obbli's (TSE:8097) Dividend Will Be ¥50.00

Dec 21
San-Ai Obbli's (TSE:8097) Dividend Will Be ¥50.00
7490
JP¥1,184.00
Nissin ShojiLtd
7D
-0.8%
1Y
33.5%
8133
JP¥1,902.00
Itochu EnexLtd
7D
1.8%
1Y
16.3%
8131
JP¥2,164.00
Mitsuuroko Group HoldingsLtd
7D
0.3%
1Y
15.4%

Market Cool On Mitsuuroko Group Holdings Co.,Ltd.'s (TSE:8131) Earnings

Dec 05
Market Cool On Mitsuuroko Group Holdings Co.,Ltd.'s (TSE:8131) Earnings
5010
JP¥189.00
Nippon Seiro
7D
-0.5%
1Y
-26.2%
2734
JP¥1,121.00
SALA
7D
1.8%
1Y
23.2%
9212
JP¥362.00
Green Earth Institute
7D
-4.5%
1Y
-12.6%
8132
JP¥6,550.00
Sinanen Holdings
7D
0.8%
1Y
-1.2%
5017
JP¥476.00
Fuji Oil Company
7D
-0.2%
1Y
59.7%