Narrative Update • Jun 23

Over the last 7 days, the Pharma industry has remained flat, although notably Santen Pharmaceutical gained 13%. As for the the longer term, the industry is up 10% over the past 12 months. Looking forward, earnings are forecast to grow by 13% annually.
Has the Japanese Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 25 Jun 2026 | JP¥43.8t | JP¥17.5t | JP¥1.9t | 16.2x | 23.5x | 2.5x |
| Sat, 23 May 2026 | JP¥45.9t | JP¥17.5t | JP¥2.2t | 16.7x | 20.8x | 2.6x |
| Mon, 20 Apr 2026 | JP¥48.8t | JP¥17.3t | JP¥2.2t | 15.3x | 22.4x | 2.8x |
| Wed, 18 Mar 2026 | JP¥50.8t | JP¥17.3t | JP¥2.2t | 16.1x | 23.3x | 2.9x |
| Fri, 13 Feb 2026 | JP¥50.2t | JP¥17.2t | JP¥2.3t | 15.4x | 22.2x | 2.9x |
| Sun, 11 Jan 2026 | JP¥47.9t | JP¥16.9t | JP¥1.9t | 16.6x | 25.2x | 2.8x |
| Tue, 09 Dec 2025 | JP¥45.3t | JP¥16.9t | JP¥1.9t | 15.3x | 23.8x | 2.7x |
| Thu, 06 Nov 2025 | JP¥40.9t | JP¥16.9t | JP¥1.9t | 13.9x | 21.2x | 2.4x |
| Sat, 04 Oct 2025 | JP¥41.2t | JP¥16.8t | JP¥1.8t | 15.6x | 22.6x | 2.5x |
| Mon, 01 Sep 2025 | JP¥40.2t | JP¥16.8t | JP¥1.8t | 15.5x | 22x | 2.4x |
| Wed, 30 Jul 2025 | JP¥41.0t | JP¥16.8t | JP¥1.7t | 17.1x | 23.5x | 2.4x |
| Fri, 27 Jun 2025 | JP¥40.3t | JP¥16.8t | JP¥1.8t | 15x | 22.8x | 2.4x |
| Sun, 25 May 2025 | JP¥40.1t | JP¥16.8t | JP¥1.8t | 14.5x | 22.8x | 2.4x |
| Tue, 22 Apr 2025 | JP¥40.3t | JP¥16.5t | JP¥1.5t | 14.5x | 26.7x | 2.4x |
| Thu, 20 Mar 2025 | JP¥40.4t | JP¥16.5t | JP¥1.5t | 16.2x | 26.9x | 2.4x |
| Sat, 15 Feb 2025 | JP¥40.1t | JP¥16.4t | JP¥1.3t | 16.7x | 30.7x | 2.4x |
| Mon, 13 Jan 2025 | JP¥40.8t | JP¥16.1t | JP¥1.4t | 16x | 28.9x | 2.5x |
| Wed, 11 Dec 2024 | JP¥42.3t | JP¥16.1t | JP¥1.4t | 15x | 29.9x | 2.6x |
| Fri, 08 Nov 2024 | JP¥44.8t | JP¥16.0t | JP¥1.4t | 16.2x | 32x | 2.8x |
| Sun, 06 Oct 2024 | JP¥44.2t | JP¥15.5t | JP¥1.2t | 15.9x | 36.8x | 2.8x |
| Tue, 03 Sep 2024 | JP¥47.3t | JP¥15.5t | JP¥1.2t | 17.8x | 39.3x | 3x |
| Thu, 01 Aug 2024 | JP¥46.4t | JP¥15.1t | JP¥1.1t | 18.6x | 41.7x | 3.1x |
| Sat, 29 Jun 2024 | JP¥42.4t | JP¥15.0t | JP¥1.1t | 18.2x | 38.7x | 2.8x |
| Mon, 27 May 2024 | JP¥40.3t | JP¥15.0t | JP¥1.1t | 16.5x | 36.8x | 2.7x |
| Wed, 24 Apr 2024 | JP¥39.6t | JP¥14.8t | JP¥1.2t | 18.8x | 32.8x | 2.7x |
| Fri, 22 Mar 2024 | JP¥43.6t | JP¥15.1t | JP¥1.2t | 19.9x | 35.9x | 2.9x |
| Sun, 18 Feb 2024 | JP¥42.5t | JP¥15.1t | JP¥1.2t | 21.4x | 35x | 2.8x |
| Tue, 16 Jan 2024 | JP¥42.6t | JP¥15.2t | JP¥1.4t | 20.2x | 30.9x | 2.8x |
| Thu, 14 Dec 2023 | JP¥39.5t | JP¥15.2t | JP¥1.4t | 19.6x | 28.8x | 2.6x |
| Sat, 11 Nov 2023 | JP¥38.7t | JP¥15.1t | JP¥1.4t | 22.7x | 28.1x | 2.6x |
| Mon, 09 Oct 2023 | JP¥39.1t | JP¥14.9t | JP¥1.4t | 23.1x | 27.4x | 2.6x |
| Wed, 06 Sep 2023 | JP¥40.7t | JP¥14.9t | JP¥1.4t | 23.5x | 28.5x | 2.7x |
| Fri, 04 Aug 2023 | JP¥38.9t | JP¥14.9t | JP¥1.4t | 21.1x | 27.1x | 2.6x |
| Sun, 02 Jul 2023 | JP¥40.0t | JP¥14.6t | JP¥1.5t | 20.8x | 27.4x | 2.7x |
27.4x
Which industries have driven the changes within the Japanese Healthcare industry?
| JP Market | -1.29% | |
| Healthcare | -0.39% | |
| Pharma | 0.59% | |
| Pharma | 0.59% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 4536 Santen Pharmaceutical | JP¥2.13k | 12.7% +JP¥77.0b | 28.2% | PE18.3x | |
| 4528 Ono Pharmaceutical | JP¥2.34k | 2.8% +JP¥29.8b | 52.5% | PE15.8x | |
| 4151 Kyowa Kirin | JP¥2.56k | 2.2% +JP¥28.5b | 3.4% | PE18.4x | |
| 4502 Takeda Pharmaceutical | JP¥5.05k | 0.3% +JP¥26.9b | 16.0% | PS1.8x | |
| 4553 Towa Pharmaceutical | JP¥3.84k | 4.5% +JP¥8.1b | 28.0% | PE36x |