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Japanese (NIKKEI) Healthcare Sector Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies201
  • 7D-3.1%
  • 3M-10.4%
  • 1Y9.4%
  • YTD-5.5%

Over the last 7 days, the Healthcare industry has dropped 3.5%, driven by pullbacks in Daiichi Sankyo Company and Takeda Pharmaceutical of 10% and 5.3%, respectively. On the other hand M3 is actually up 13%. This takes the industry's 12 month performance to a gain of 8.8%. Looking forward, earnings are forecast to grow by 9.1% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Jun 2026JP¥66.9tJP¥39.3tJP¥3.1t14.8x21.7x1.7x
Sun, 03 May 2026JP¥70.6tJP¥39.0tJP¥3.1t14.9x23x1.8x
Tue, 31 Mar 2026JP¥73.9tJP¥38.8tJP¥3.1t15.3x24.1x1.9x
Thu, 26 Feb 2026JP¥78.6tJP¥38.9tJP¥3.1t15.9x25.6x2x
Sat, 24 Jan 2026JP¥72.9tJP¥38.4tJP¥2.8t16.6x26.5x1.9x
Mon, 22 Dec 2025JP¥70.1tJP¥38.4tJP¥2.7t16.5x25.5x1.8x
Wed, 19 Nov 2025JP¥68.6tJP¥38.5tJP¥2.8t16x24.9x1.8x
Fri, 17 Oct 2025JP¥65.8tJP¥38.2tJP¥2.7t15.1x24.6x1.7x
Sun, 14 Sep 2025JP¥65.9tJP¥38.2tJP¥2.7t15.7x24.6x1.7x
Tue, 12 Aug 2025JP¥63.2tJP¥38.2tJP¥2.7t15.6x23.7x1.7x
Thu, 10 Jul 2025JP¥60.9tJP¥38.1tJP¥2.6t14.5x23.1x1.6x
Sat, 07 Jun 2025JP¥62.6tJP¥38.1tJP¥2.6t14.4x23.7x1.6x
Mon, 05 May 2025JP¥66.1tJP¥37.8tJP¥2.6t14.8x25.7x1.7x
Wed, 02 Apr 2025JP¥62.7tJP¥37.5tJP¥2.4t14.7x26.2x1.7x
Fri, 28 Feb 2025JP¥64.2tJP¥37.5tJP¥2.4t15x26.8x1.7x
Sun, 26 Jan 2025JP¥65.9tJP¥36.7tJP¥2.2t16.4x29.5x1.8x
Tue, 24 Dec 2024JP¥66.8tJP¥36.7tJP¥2.2t16.2x29.8x1.8x
Thu, 21 Nov 2024JP¥67.2tJP¥36.7tJP¥2.3t16.6x29.8x1.8x
Sat, 19 Oct 2024JP¥71.0tJP¥36.0tJP¥2.0t17.7x35.8x2x
Mon, 16 Sep 2024JP¥68.5tJP¥36.0tJP¥2.0t17.6x34.5x1.9x
Wed, 14 Aug 2024JP¥68.5tJP¥35.9tJP¥2.0t15.9x34.6x1.9x
Fri, 12 Jul 2024JP¥71.3tJP¥35.1tJP¥1.8t18x38.6x2x
Sun, 09 Jun 2024JP¥66.0tJP¥35.3tJP¥1.9t17.7x35.3x1.9x
Tue, 07 May 2024JP¥65.4tJP¥34.9tJP¥2.0t17.3x32.8x1.9x
Thu, 04 Apr 2024JP¥65.2tJP¥35.1tJP¥2.0t17.7x33.3x1.9x
Sat, 02 Mar 2024JP¥69.1tJP¥35.1tJP¥2.0t18.9x35.3x2x
Mon, 29 Jan 2024JP¥65.2tJP¥35.0tJP¥2.2t18.9x30.3x1.9x
Wed, 27 Dec 2023JP¥62.4tJP¥35.0tJP¥2.2t18.2x29x1.8x
Fri, 24 Nov 2023JP¥63.2tJP¥35.0tJP¥2.2t17.5x29.4x1.8x
Sun, 22 Oct 2023JP¥60.5tJP¥34.5tJP¥2.3t17.3x26.6x1.8x
Tue, 19 Sep 2023JP¥65.6tJP¥34.5tJP¥2.3t18.1x28.9x1.9x
Thu, 17 Aug 2023JP¥63.7tJP¥34.5tJP¥2.3t17.9x28.1x1.8x
Sat, 15 Jul 2023JP¥62.0tJP¥33.9tJP¥2.3t18.1x26.7x1.8x
Mon, 12 Jun 2023JP¥66.3tJP¥33.9tJP¥2.3t18.4x28.6x2x
Price to Earnings Ratio

28.6x


Total Market Cap: JP¥66.3tTotal Earnings: JP¥2.3tTotal Revenue: JP¥33.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Healthcare Sector Price to Earnings3Y Average 28.6x202420252026
Current Industry PE
  • Investors are pessimistic on the Japanese Healthcare industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 21.8x which is lower than its 3-year average PE of 28.6x.
  • The industry is trading close to its 3-year average PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Healthcare industry have grown 10% per year over the last three years.
  • Revenues for these companies have grown 5.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

JP Market1.38%
Healthcare-3.08%
Healthtech7.29%
Medical Equipment-1.30%
Healthcare Services-1.89%
Pharma-4.13%
Biotech-6.92%
Life Sciences-7.99%
Industry PE
  • Investors are most optimistic about the Life Sciences industry, which is trading close to its 3-year average PE ratio of 172x.
    • Analysts are expecting annual earnings growth of 1.9%, which is higher than its past year's earnings decline of 16.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Biotech industry, expecting annual earnings growth of 40% over the next 5 years.
  • This is better than its past earnings decline of 68% per year.
  • In contrast, the Life Sciences 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
2413 M3JP¥1.59k11.4%
+JP¥108.5b		-27.2%PE21.6x
6869 SysmexJP¥1.50k7.4%
+JP¥63.4b		-36.1%PE26x
7733 OlympusJP¥1.83k2.3%
+JP¥43.0b		-6.4%PE28.5x
2160 GNI GroupJP¥2.84k11.5%
+JP¥16.4b		-30.7%PS5.9x
4544 H.U. Group HoldingsJP¥3.37k8.0%
+JP¥13.8b		10.8%PE27.4x

Latest News

4544
JP¥3,365.00
H.U. Group Holdings
7D
8.0%
1Y
10.8%
7733
JP¥1,826.00
Olympus
7D
2.3%
1Y
-6.4%
4507
JP¥2,855.00
Shionogi
7D
-4.8%
1Y
16.8%
4568
JP¥2,486.00
Daiichi Sankyo Company
7D
-7.9%
1Y
-28.7%
Narrative Update • Jun 01

4568: Oncology Pipeline Progress And Measured Outlook Will Support Future Market Rating

Analysts have trimmed their price target for Daiichi Sankyo Company from about ¥3,065 to around ¥2,846. This reflects updated assumptions for slightly lower revenue growth, a reduced profit margin, a modestly higher discount rate, and a small adjustment to future P/E expectations.
4502
JP¥4,924.00
Takeda Pharmaceutical
7D
-3.8%
1Y
14.6%
4543
JP¥2,268.50
Terumo
7D
-5.5%
1Y
-12.9%
Narrative Update • Jun 01

4543: Dividend Outlook Will Limit Upside Despite Development Center Progress

Analysts are maintaining Terumo's fair value target at ¥2,100. This reflects slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E that leave the overall valuation view broadly unchanged.
4578
JP¥10,575.00
Otsuka Holdings
7D
-9.7%
1Y
56.0%
Narrative Update • Jun 01

4578: Future Repricing Will Rely On Share Buybacks Supporting Margins

Analysts have adjusted the fair value price target for Otsuka Holdings from ¥15,445 to ¥15,700, reflecting updated assumptions around slightly higher revenue, profit margins and a modestly higher future P/E multiple. What's in the News A board meeting is scheduled for May 7, 2026, to consider a change in a specified subsidiary, which could affect how parts of the group are organized and reported (Key Developments).
4503
JP¥2,166.00
Astellas Pharma
7D
-5.1%
1Y
55.2%
7741
JP¥26,350.00
HOYA
7D
-2.7%
1Y
59.9%
6869
JP¥1,500.00
Sysmex
7D
7.4%
1Y
-36.1%
3733
JP¥11,570.00
Software Service
7D
11.3%
1Y
-13.7%
2160
JP¥2,840.00
GNI Group
7D
11.5%
1Y
-30.7%
4889
JP¥1,703.00
Renascience
7D
23.9%
1Y
-9.8%
Analysis Article • May 19

Here's Why We're Not At All Concerned With Renascience's (TSE:4889) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
7779
JP¥340.00
CYBERDYNE
7D
22.3%
1Y
95.4%
4519
JP¥7,548.00
Chugai Pharmaceutical
7D
-4.4%
1Y
-0.9%
Narrative Update • May 08

4519: Gene Therapy Rollout Will Drive Long Term Upside Potential

Analysts have trimmed their price target for Chugai Pharmaceutical from ¥13,297 to ¥12,801. This reflects updated assumptions for slightly higher revenue growth, a modestly lower profit margin, and a small change in the projected P/E multiple and discount rate.
2413
JP¥1,586.50
M3
7D
11.4%
1Y
-27.2%