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Japanese (NIKKEI) Infrastructure Industry Analysis

UpdatedMay 01, 2024
DataAggregated Company Financials
Companies14
  • 7D1.2%
  • 3M1.7%
  • 1Y8.1%
  • YTD2.0%

In the last week, the Infrastructure industry is up 1.2%, with Mitsubishi Logistics up 1.9%. In the same time, Rinko was down 6.8%. In the last 12 months, the industry was up 8.1%. As for the next few years, earnings are expected to grow by 2.4% per annum.

Industry Valuation and Performance

Has the Japanese Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 May 2024JP¥1.7tJP¥1.3tJP¥99.9b12.4x16.5x1.2x
Fri, 29 Mar 2024JP¥1.6tJP¥1.3tJP¥99.9b12x16.4x1.2x
Sun, 25 Feb 2024JP¥1.6tJP¥1.3tJP¥99.9b11.6x16.4x1.2x
Tue, 23 Jan 2024JP¥1.7tJP¥1.3tJP¥90.0b11.6x18.4x1.2x
Thu, 21 Dec 2023JP¥1.6tJP¥1.3tJP¥90.0b11.1x17.8x1.2x
Sat, 18 Nov 2023JP¥1.7tJP¥1.3tJP¥90.0b11.1x18.4x1.2x
Mon, 16 Oct 2023JP¥1.6tJP¥1.3tJP¥87.8b9.5x17.8x1.2x
Wed, 13 Sep 2023JP¥1.6tJP¥1.3tJP¥87.8b9.8x18.4x1.2x
Fri, 11 Aug 2023JP¥1.7tJP¥1.3tJP¥88.2b8.9x18.9x1.2x
Sun, 09 Jul 2023JP¥1.5tJP¥1.4tJP¥94.5b8x16.4x1.1x
Tue, 06 Jun 2023JP¥1.6tJP¥1.4tJP¥94.5b7.8x16.5x1.1x
Thu, 04 May 2023JP¥1.6tJP¥1.4tJP¥90.5b7.4x17.1x1.1x
Sat, 01 Apr 2023JP¥1.5tJP¥1.4tJP¥90.9b7.3x16.2x1.1x
Mon, 27 Feb 2023JP¥1.5tJP¥1.4tJP¥90.9b7.6x16x1x
Wed, 25 Jan 2023JP¥1.4tJP¥1.4tJP¥81.0b6.9x17.7x1x
Fri, 23 Dec 2022JP¥1.4tJP¥1.4tJP¥81.0b6.5x17.5x1x
Sun, 20 Nov 2022JP¥1.4tJP¥1.4tJP¥81.0b6.5x17.6x1x
Tue, 18 Oct 2022JP¥1.5tJP¥1.3tJP¥70.6b7x20.8x1.1x
Thu, 15 Sep 2022JP¥1.5tJP¥1.3tJP¥70.6b7.2x21.2x1.1x
Sat, 13 Aug 2022JP¥1.4tJP¥1.3tJP¥70.6b7.1x20.1x1.1x
Mon, 11 Jul 2022JP¥1.3tJP¥1.2tJP¥49.7b8.7x27x1.1x
Wed, 08 Jun 2022JP¥1.3tJP¥1.2tJP¥49.7b9x26.5x1.1x
Fri, 06 May 2022JP¥1.3tJP¥1.2tJP¥39.9b9.7x32.5x1.1x
Sun, 03 Apr 2022JP¥1.3tJP¥1.2tJP¥40.2b10.7x33.1x1.1x
Tue, 01 Mar 2022JP¥1.3tJP¥1.2tJP¥40.2b10.2x31.7x1.1x
Thu, 27 Jan 2022JP¥1.2tJP¥1.2tJP¥33.9b11.6x35.5x1x
Sat, 25 Dec 2021JP¥1.2tJP¥1.2tJP¥33.9b11.6x35.5x1x
Mon, 22 Nov 2021JP¥1.3tJP¥1.2tJP¥33.9b11.3x38.7x1.1x
Wed, 20 Oct 2021JP¥1.3tJP¥1.1tJP¥46.9b9x27.9x1.2x
Fri, 17 Sep 2021JP¥1.3tJP¥1.1tJP¥46.9b9.4x27.6x1.1x
Sun, 15 Aug 2021JP¥1.2tJP¥1.1tJP¥46.9b8.7x26.6x1.1x
Thu, 10 Jun 2021JP¥1.2tJP¥1.1tJP¥36.7b13.8x33.2x1.1x
Price to Earnings Ratio

32.4x


Total Market Cap: JP¥1.2tTotal Earnings: JP¥36.7bTotal Revenue: JP¥1.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Infrastructure Industry Price to Earnings3Y Average 23.2x202220232024
Current Industry PE
  • Investors are pessimistic on the Japanese Infrastructure 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 16.5x which is lower than its 3-year average PE of 23.2x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 40% per year over the last three years.
  • Revenues for these companies have grown 6.3% 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 industry?

JP Market2.54%
Industrials4.50%
Infrastructure1.23%
Marine Ports and Services1.70%
Airport Services0.26%
Highways and Railtracks0%
Industry PE
  • Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 13.6%, which is lower than the prior year's growth of 612.1% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.6x.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 14% over the next 5 years.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings decline by 3.6% 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
9301 Mitsubishi LogisticsJP¥5.31k1.9%
+JP¥7.5b		54.8%PE13.4x
9706 Japan Airport TerminalJP¥5.56k1.0%
+JP¥5.1b		-17.9%PE40.4x
9364 KamigumiJP¥3.43k1.3%
+JP¥4.6b		12.8%PE14.5x
9066 NissinJP¥3.08k2.5%
+JP¥1.4b		43.8%PE7.6x
9357 Meiko TransJP¥1.54k1.9%
+JP¥836.1m		25.9%PE9.8x
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