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Japanese (NIKKEI) Industrials Sector Analysis

UpdatedJul 13, 2024
DataAggregated Company Financials
Companies1030
  • 7D-0.3%
  • 3M5.5%
  • 1Y28.9%
  • YTD22.9%

Over the last 7 days, the Industrials industry has remained flat, although notably Recruit Holdings gained 4.5%. As for the the longer term, the industry is up 29% over the past 12 months. Looking forward, earnings are forecast to grow by 6.8% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Jul 2024JP¥230.3tJP¥257.8tJP¥14.1t13.1x16.3x0.9x
Mon, 10 Jun 2024JP¥219.0tJP¥258.6tJP¥14.2t12.7x15.5x0.8x
Wed, 08 May 2024JP¥223.2tJP¥256.8tJP¥13.9t13.1x16.1x0.9x
Fri, 05 Apr 2024JP¥215.6tJP¥256.8tJP¥13.9t13x15.5x0.8x
Sun, 03 Mar 2024JP¥211.8tJP¥256.6tJP¥13.9t12.9x15.3x0.8x
Tue, 30 Jan 2024JP¥203.3tJP¥264.0tJP¥13.7t13.1x14.9x0.8x
Thu, 28 Dec 2023JP¥191.4tJP¥264.0tJP¥13.7t12.4x14x0.7x
Sat, 25 Nov 2023JP¥191.7tJP¥264.1tJP¥13.7t12.2x14x0.7x
Mon, 23 Oct 2023JP¥180.4tJP¥265.0tJP¥14.8t12x12.2x0.7x
Wed, 20 Sep 2023JP¥198.5tJP¥264.9tJP¥14.8t12.8x13.4x0.7x
Fri, 18 Aug 2023JP¥185.6tJP¥264.8tJP¥14.8t12.1x12.5x0.7x
Sun, 16 Jul 2023JP¥184.9tJP¥264.1tJP¥15.6t12.1x11.9x0.7x
Tue, 13 Jun 2023JP¥184.3tJP¥264.2tJP¥15.6t11.8x11.8x0.7x
Thu, 11 May 2023JP¥171.4tJP¥261.3tJP¥15.7t11.6x10.9x0.7x
Sat, 08 Apr 2023JP¥157.5tJP¥258.0tJP¥15.7t11x10x0.6x
Mon, 06 Mar 2023JP¥162.6tJP¥257.2tJP¥15.6t11.3x10.4x0.6x
Wed, 01 Feb 2023JP¥157.5tJP¥249.9tJP¥15.9t10.8x9.9x0.6x
Fri, 30 Dec 2022JP¥151.9tJP¥249.5tJP¥15.8t10.4x9.6x0.6x
Sun, 27 Nov 2022JP¥162.3tJP¥249.3tJP¥15.8t10.9x10.3x0.7x
Tue, 25 Oct 2022JP¥151.3tJP¥237.5tJP¥14.5t10.5x10.4x0.6x
Thu, 22 Sep 2022JP¥155.2tJP¥237.5tJP¥14.5t10.6x10.7x0.7x
Sat, 20 Aug 2022JP¥161.7tJP¥237.5tJP¥14.5t10.9x11.2x0.7x
Mon, 18 Jul 2022JP¥149.9tJP¥227.8tJP¥12.8t10.7x11.7x0.7x
Wed, 15 Jun 2022JP¥151.7tJP¥227.5tJP¥12.8t10.9x11.8x0.7x
Fri, 13 May 2022JP¥147.6tJP¥225.2tJP¥12.5t10.5x11.8x0.7x
Sun, 10 Apr 2022JP¥153.0tJP¥220.1tJP¥10.8t11.1x14.1x0.7x
Tue, 08 Mar 2022JP¥147.7tJP¥222.4tJP¥10.9t10.5x13.6x0.7x
Thu, 03 Feb 2022JP¥157.3tJP¥215.9tJP¥9.5t11.2x16.5x0.7x
Sat, 01 Jan 2022JP¥164.8tJP¥212.4tJP¥8.9t11.7x18.6x0.8x
Mon, 29 Nov 2021JP¥163.1tJP¥212.5tJP¥8.9t11.5x18.4x0.8x
Wed, 27 Oct 2021JP¥166.1tJP¥205.3tJP¥6.7t12.5x24.8x0.8x
Fri, 24 Sep 2021JP¥166.0tJP¥205.1tJP¥6.7t13x24.9x0.8x
Sun, 22 Aug 2021JP¥153.2tJP¥205.7tJP¥6.7t12.5x23x0.7x
Price to Earnings Ratio

23.2x


Total Market Cap: JP¥154.7tTotal Earnings: JP¥6.7tTotal Revenue: JP¥205.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Industrials Sector Price to Earnings3Y Average 14.1x202220232024
Current Industry PE
  • Investors are optimistic on the Japanese Industrials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 16.3x which is higher than its 3-year average PE of 14.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.72x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 28% per year over the last three years.
  • Revenues for these companies have grown 7.8% 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 Industrials sector?

JP Market0.50%
Industrials-0.25%
Professional Services4.48%
Logistics2.11%
Transportation1.74%
Electrical1.69%
Building1.65%
Construction1.23%
Airlines1.07%
Commercial Services1.00%
Infrastructure0.96%
Industrials-0.061%
Trade Distributors-1.88%
Machinery-2.00%
Aerospace & Defense-2.74%
Marine and Shipping-6.54%
Industry PE
  • Investors are most optimistic about the Professional Services industry, which is trading close to its 3-year average PE ratio of 29.5x.
    • Analysts are expecting annual earnings growth of 9.7%, which is lower than the prior year's growth of 12.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Aerospace & Defense industry, expecting annual earnings growth of 49% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Marine and Shipping industry is expected to see its earnings decline by 16% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
6098 Recruit HoldingsJP¥9.50k4.5%
+JP¥464.8b
100.7%PE41.2x
3064 MonotaROJP¥2.09k13.4%
+JP¥122.5b
18.6%PE46.4x
6503 Mitsubishi ElectricJP¥2.78k2.2%
+JP¥122.2b
36.4%PE20.3x
6532 BayCurrent ConsultingJP¥4.32k18.1%
+JP¥100.3b
-20.9%PE26.6x
9020 East Japan RailwayJP¥2.70k2.6%
+JP¥77.5b
5.1%PE15.6x
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