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

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies15
  • 7D6.6%
  • 3M34.8%
  • 1Y55.2%
  • YTDn/a

The Oil and Gas Refining and Marketing industry is up 6.6% in the last week, with ENEOS Holdings up 7.6%. This takes the industry's 12 month performance to a gain of 55%. As for the next few years, earnings are expected to grow by 32% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Feb 2026JP¥7.0tJP¥25.6tJP¥130.8b15.2x53.2x0.3x
Wed, 07 Jan 2026JP¥6.1tJP¥26.3tJP¥136.7b13.5x44.8x0.2x
Fri, 05 Dec 2025JP¥5.7tJP¥26.2tJP¥136.6b12.6x41.4x0.2x
Sun, 02 Nov 2025JP¥5.2tJP¥27.1t-JP¥12,227,000,000.0013.2x-424.8x0.2x
Tue, 30 Sep 2025JP¥5.1tJP¥27.1t-JP¥12,632,000,000.0013.9x-406.9x0.2x
Thu, 28 Aug 2025JP¥4.8tJP¥27.1t-JP¥12,632,000,000.0013x-381.1x0.2x
Sat, 26 Jul 2025JP¥4.5tJP¥27.9tJP¥201.7b11.5x22.2x0.2x
Mon, 23 Jun 2025JP¥4.2tJP¥27.9tJP¥202.4b10.3x20.6x0.1x
Wed, 21 May 2025JP¥3.9tJP¥27.9tJP¥202.3b10.3x19.5x0.1x
Fri, 18 Apr 2025JP¥3.9tJP¥28.7tJP¥481.5b11.2x8.2x0.1x
Sun, 16 Mar 2025JP¥4.8tJP¥28.7tJP¥481.1b12x10.1x0.2x
Tue, 11 Feb 2025JP¥4.7tJP¥29.1tJP¥459.1b11.4x10.2x0.2x
Thu, 09 Jan 2025JP¥4.8tJP¥29.1tJP¥440.7b11.3x11x0.2x
Sat, 07 Dec 2024JP¥4.7tJP¥29.1tJP¥440.7b11.7x10.8x0.2x
Mon, 04 Nov 2024JP¥4.8tJP¥29.3tJP¥763.9b10.5x6.3x0.2x
Wed, 02 Oct 2024JP¥4.9tJP¥29.3tJP¥764.0b10.9x6.4x0.2x
Fri, 30 Aug 2024JP¥5.0tJP¥29.3tJP¥764.0b11.1x6.6x0.2x
Sun, 28 Jul 2024JP¥4.9tJP¥28.8tJP¥656.0b10.7x7.4x0.2x
Tue, 25 Jun 2024JP¥5.1tJP¥28.8tJP¥656.4b10.8x7.8x0.2x
Thu, 23 May 2024JP¥5.0tJP¥28.8tJP¥656.4b8.6x7.6x0.2x
Sat, 20 Apr 2024JP¥4.8tJP¥28.7tJP¥604.3b10.6x8x0.2x
Mon, 18 Mar 2024JP¥4.8tJP¥28.7tJP¥604.3b10.7x7.9x0.2x
Wed, 14 Feb 2024JP¥4.1tJP¥28.7tJP¥497.5b10x8.3x0.1x
Fri, 12 Jan 2024JP¥4.1tJP¥29.1tJP¥256.0b18.8x15.8x0.1x
Sun, 10 Dec 2023JP¥3.9tJP¥29.1tJP¥256.0b18.8x15.3x0.1x
Tue, 07 Nov 2023JP¥3.7tJP¥30.0tJP¥102.1b14.2x36.6x0.1x
Thu, 05 Oct 2023JP¥3.7tJP¥30.0tJP¥101.0b14x36.7x0.1x
Sat, 02 Sep 2023JP¥3.6tJP¥30.0tJP¥101.0b14.6x35.9x0.1x
Mon, 31 Jul 2023JP¥3.3tJP¥30.9tJP¥507.0b10.9x6.6x0.1x
Wed, 28 Jun 2023JP¥3.2tJP¥30.9tJP¥506.7b10.5x6.3x0.1x
Fri, 26 May 2023JP¥3.2tJP¥30.9tJP¥506.7b10.3x6.3x0.1x
Sun, 23 Apr 2023JP¥3.0tJP¥30.4tJP¥800.7b9.5x3.8x0.1x
Tue, 21 Mar 2023JP¥2.9tJP¥30.4tJP¥801.0b9.2x3.7x0.1x
Thu, 16 Feb 2023JP¥3.1tJP¥29.7tJP¥890.6b9.8x3.5x0.1x
Price to Earnings Ratio

3.5x


Total Market Cap: JP¥3.1tTotal Earnings: JP¥890.6bTotal Revenue: JP¥29.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Oil and Gas Refining and Marketing Industry Price to Earnings3Y Average -22.6x202420252026
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 53.2x which is higher than its 3-year average PE of -22.7x.
  • 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 47% per year over the last three years,
  • Revenues have also declined 4.9% 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 Market3.36%
Energy6.18%
Oil and Gas6.59%
Oil and Gas Refining and Marketing6.58%
Coal and Fuels11.82%
Oil and Gas Exploration and Production6.64%
Oil and Gas Storage and Transportation5.90%
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¥1.40k7.6%
+JP¥265.0b		80.9%PS0.3x
5019 Idemitsu KosanLtdJP¥1.42k8.6%
+JP¥137.8b		37.0%PE42.7x
5021 Cosmo Energy HoldingsJP¥4.72k2.3%
+JP¥17.1b		38.7%PE15.7x
8097 San-Ai ObbliJP¥2.25k2.6%
+JP¥3.5b		24.9%PE20x
8131 Mitsuuroko Group HoldingsLtdJP¥2.23k2.8%
+JP¥3.4b		22.8%PE9.4x

Latest News

5021
JP¥4,718.00
Cosmo Energy Holdings
7D
2.3%
1Y
38.7%
5020
JP¥1,397.00
ENEOS Holdings
7D
7.6%
1Y
80.9%

5020: Higher Dividend Policy Will Support Stronger Share Repricing

Analysts have raised their fair value estimate for ENEOS Holdings from ¥1,120 to about ¥1,773, citing updated assumptions for revenue growth, profit margins and future P/E that feed into a lower discount rate in their models. What's in the News ENEOS Holdings revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, and now expects revenue of ¥11,400,000 million, operating profit of ¥290,000 million, and profit attributable to owners of parent of ¥135,000 million, with basic profit per share of ¥50.19.
8133
JP¥1,922.00
Itochu EnexLtd
7D
0.5%
1Y
16.8%
5019
JP¥1,419.00
Idemitsu KosanLtd
7D
8.6%
1Y
37.0%
2734
JP¥1,124.00
SALA
7D
1.5%
1Y
42.5%

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

Jan 20
Impressive Earnings May Not Tell The Whole Story For SALA (TSE:2734)
8131
JP¥2,231.00
Mitsuuroko Group HoldingsLtd
7D
2.8%
1Y
22.8%
5015
JP¥943.00
BP Castrol K.K
7D
1.9%
1Y
12.0%
8097
JP¥2,249.00
San-Ai Obbli
7D
2.6%
1Y
24.9%

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¥1,299.00
Nissin ShojiLtd
7D
-0.3%
1Y
46.0%
9212
JP¥383.00
Green Earth Institute
7D
-4.0%
1Y
-15.5%