Narrative Update • Jun 29

Over the last 7 days, the Oil and Gas Refining and Marketing industry has remained flat, although notably ENEOS Holdings gained 5.3%. As for the the longer term, the industry is up 46% over the past 12 months. As for the next few years, earnings are expected to grow by 2.1% per annum.
Has the Japanese Oil and Gas Refining and Marketing Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 07 Jul 2026 | JP¥6.1t | JP¥25.1t | JP¥556.9b | 12x | 10.9x | 0.2x |
| Thu, 04 Jun 2026 | JP¥6.5t | JP¥25.1t | JP¥556.9b | 11.3x | 11.8x | 0.3x |
| Sat, 02 May 2026 | JP¥6.4t | JP¥25.6t | JP¥145.3b | 13.1x | 44.3x | 0.3x |
| Mon, 30 Mar 2026 | JP¥7.2t | JP¥25.6t | JP¥142.7b | 14.7x | 50.4x | 0.3x |
| Wed, 25 Feb 2026 | JP¥7.1t | JP¥25.6t | JP¥142.7b | 15.5x | 49.9x | 0.3x |
| Fri, 23 Jan 2026 | JP¥6.4t | JP¥26.3t | JP¥136.3b | 14.3x | 47.2x | 0.2x |
| Sun, 21 Dec 2025 | JP¥5.7t | JP¥26.3t | JP¥136.7b | 13.2x | 41.8x | 0.2x |
| Tue, 18 Nov 2025 | JP¥5.6t | JP¥26.6t | JP¥182.8b | 12.8x | 30.5x | 0.2x |
| Thu, 16 Oct 2025 | JP¥5.0t | JP¥27.1t | -JP¥11,324,000,000.00 | 13x | -442.7x | 0.2x |
| Sat, 13 Sep 2025 | JP¥5.0t | JP¥27.1t | -JP¥12,632,000,000.00 | 13.3x | -392.8x | 0.2x |
| Mon, 11 Aug 2025 | JP¥4.8t | JP¥27.1t | -JP¥12,053,000,000.00 | 13.4x | -394.2x | 0.2x |
| Wed, 09 Jul 2025 | JP¥4.2t | JP¥27.9t | JP¥202.4b | 10.8x | 20.8x | 0.2x |
| Fri, 06 Jun 2025 | JP¥4.0t | JP¥27.9t | JP¥202.4b | 10.4x | 19.9x | 0.1x |
| Sun, 04 May 2025 | JP¥4.0t | JP¥28.7t | JP¥484.0b | 10.7x | 8.4x | 0.1x |
| Tue, 01 Apr 2025 | JP¥4.6t | JP¥28.7t | JP¥481.1b | 11.5x | 9.5x | 0.2x |
| Thu, 27 Feb 2025 | JP¥4.6t | JP¥28.7t | JP¥481.1b | 11.4x | 9.6x | 0.2x |
| Sat, 25 Jan 2025 | JP¥4.6t | JP¥29.1t | JP¥440.7b | 11x | 10.5x | 0.2x |
| Mon, 23 Dec 2024 | JP¥4.7t | JP¥29.1t | JP¥440.7b | 11.5x | 10.7x | 0.2x |
| Wed, 20 Nov 2024 | JP¥4.8t | JP¥29.1t | JP¥440.0b | 12x | 10.8x | 0.2x |
| Fri, 18 Oct 2024 | JP¥4.9t | JP¥29.3t | JP¥763.6b | 10.8x | 6.5x | 0.2x |
| Sun, 15 Sep 2024 | JP¥4.7t | JP¥29.3t | JP¥764.0b | 10.8x | 6.1x | 0.2x |
| Tue, 13 Aug 2024 | JP¥4.6t | JP¥29.2t | JP¥763.3b | 10.1x | 6x | 0.2x |
| Thu, 11 Jul 2024 | JP¥5.1t | JP¥28.8t | JP¥656.0b | 10.9x | 7.8x | 0.2x |
| Sat, 08 Jun 2024 | JP¥5.0t | JP¥28.8t | JP¥656.4b | 9.5x | 7.6x | 0.2x |
| Mon, 06 May 2024 | JP¥4.8t | JP¥28.7t | JP¥601.9b | 10.9x | 7.9x | 0.2x |
| Wed, 03 Apr 2024 | JP¥4.8t | JP¥28.7t | JP¥604.3b | 10.5x | 7.9x | 0.2x |
| Fri, 01 Mar 2024 | JP¥4.4t | JP¥28.7t | JP¥604.3b | 10.6x | 7.3x | 0.2x |
| Sun, 28 Jan 2024 | JP¥4.1t | JP¥29.1t | JP¥256.9b | 18.8x | 15.8x | 0.1x |
| Tue, 26 Dec 2023 | JP¥3.8t | JP¥29.1t | JP¥256.0b | 18.8x | 14.9x | 0.1x |
| Thu, 23 Nov 2023 | JP¥4.0t | JP¥29.1t | JP¥256.0b | 18.8x | 15.7x | 0.1x |
| Sat, 21 Oct 2023 | JP¥3.7t | JP¥30.0t | JP¥100.6b | 14.7x | 36.6x | 0.1x |
| Mon, 18 Sep 2023 | JP¥4.0t | JP¥30.0t | JP¥101.0b | 14.9x | 40.1x | 0.1x |
| Wed, 16 Aug 2023 | JP¥3.5t | JP¥30.0t | JP¥100.7b | 14.6x | 34.6x | 0.1x |
| Fri, 14 Jul 2023 | JP¥3.2t | JP¥30.9t | JP¥507.0b | 10.4x | 6.4x | 0.1x |
6.4x
How does Japanese Oil and Gas Refining and Marketing compare with similar industries?
| JP Market | 2.11% | |
| Energy | -0.85% | |
| Oil and Gas | -0.71% | |
| Oil and Gas Refining and Marketing | 0.54% | |
| Oil and Gas Storage and Transportation | 3.49% | |
| Coal and Fuels | -1.06% | |
| Oil and Gas Exploration and Production | -2.92% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5020 ENEOS Holdings | JP¥1.26k | 5.0% +JP¥161.7b | 76.5% | PE13.1x | |
| 5019 Idemitsu KosanLtd | JP¥1.24k | 3.1% +JP¥44.5b | 39.7% | PE8.7x | |
| 5021 Cosmo Energy Holdings | JP¥3.96k | 5.0% +JP¥30.0b | 28.7% | PE8.5x | |
| 8131 Mitsuuroko Group HoldingsLtd | JP¥2.10k | 7.4% +JP¥7.9b | 5.8% | PE12.5x | |
| 8133 Itochu EnexLtd | JP¥2.04k | 0.9% +JP¥2.1b | 15.8% | PE14.4x |