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Japanese (NIKKEI) Infrastructure Industry Analysis

UpdatedAug 08, 2026
DataAggregated Company Financials
Companies12
  • 7D-1.2%
  • 3M5.4%
  • 1Y20.6%
  • YTD16.2%

Over the last 7 days, the Infrastructure industry has dropped 3.7%, driven by a pullback from Mitsubishi Logistics of 4.6%. Over the past 12 months, the industry was up 20%. In the next few years, earnings are forecast to decline by 4.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 08 Aug 2026JP¥2.0tJP¥1.3tJP¥133.8b12.3x15.1x1.5x
Mon, 06 Jul 2026JP¥2.0tJP¥1.3tJP¥146.3b11x13.5x1.5x
Wed, 03 Jun 2026JP¥1.9tJP¥1.3tJP¥146.3b10.7x12.7x1.4x
Fri, 01 May 2026JP¥1.9tJP¥1.3tJP¥146.2b10.5x12.8x1.4x
Sun, 29 Mar 2026JP¥2.0tJP¥1.3tJP¥146.2b10.9x13.6x1.5x
Tue, 24 Feb 2026JP¥2.0tJP¥1.3tJP¥146.2b10.3x13.4x1.5x
Thu, 22 Jan 2026JP¥1.9tJP¥1.3tJP¥140.3b10.3x13.4x1.5x
Sat, 20 Dec 2025JP¥1.7tJP¥1.3tJP¥140.3b9.8x12.4x1.3x
Mon, 17 Nov 2025JP¥1.7tJP¥1.3tJP¥140.3b9.4x12.4x1.3x
Wed, 15 Oct 2025JP¥1.8tJP¥1.5tJP¥131.5b10.4x13.5x1.2x
Fri, 12 Sep 2025JP¥1.8tJP¥1.5tJP¥132.3b10.5x13.9x1.2x
Sun, 10 Aug 2025JP¥1.8tJP¥1.5tJP¥131.3b10.6x14x1.2x
Tue, 08 Jul 2025JP¥1.7tJP¥1.5tJP¥129.6b10.3x13.3x1.2x
Thu, 05 Jun 2025JP¥1.7tJP¥1.5tJP¥129.6b10.5x13.3x1.2x
Sat, 03 May 2025JP¥1.5tJP¥1.4tJP¥118.8b9.9x12.4x1x
Mon, 31 Mar 2025JP¥1.5tJP¥1.4tJP¥112.5b10.3x13.4x1x
Wed, 26 Feb 2025JP¥1.5tJP¥1.4tJP¥112.5b10.3x13.3x1x
Fri, 24 Jan 2025JP¥1.6tJP¥1.4tJP¥119.1b11.2x13.3x1.1x
Sun, 22 Dec 2024JP¥1.6tJP¥1.4tJP¥119.1b10.9x13.4x1.1x
Tue, 19 Nov 2024JP¥1.6tJP¥1.4tJP¥118.8b10.6x13.5x1.2x
Thu, 17 Oct 2024JP¥1.6tJP¥1.4tJP¥117.9b11.1x13.6x1.2x
Sat, 14 Sep 2024JP¥1.6tJP¥1.4tJP¥117.9b11.3x13.4x1.2x
Mon, 12 Aug 2024JP¥1.5tJP¥1.3tJP¥111.0b10.5x13.2x1.1x
Wed, 10 Jul 2024JP¥1.7tJP¥1.3tJP¥103.9b12.9x15.9x1.2x
Fri, 07 Jun 2024JP¥1.6tJP¥1.3tJP¥103.9b12.4x15.8x1.2x
Sun, 05 May 2024JP¥1.6tJP¥1.3tJP¥97.4b12.5x16.9x1.2x
Tue, 02 Apr 2024JP¥1.6tJP¥1.3tJP¥99.9b12.1x16.4x1.2x
Thu, 29 Feb 2024JP¥1.6tJP¥1.3tJP¥99.9b11.7x16.5x1.2x
Sat, 27 Jan 2024JP¥1.6tJP¥1.3tJP¥90.0b11.5x17.9x1.2x
Mon, 25 Dec 2023JP¥1.6tJP¥1.3tJP¥90.0b11.1x17.8x1.2x
Wed, 22 Nov 2023JP¥1.7tJP¥1.3tJP¥90.0b11x18.4x1.2x
Fri, 20 Oct 2023JP¥1.6tJP¥1.3tJP¥87.8b9.4x17.7x1.2x
Sun, 17 Sep 2023JP¥1.6tJP¥1.3tJP¥87.8b9.7x18.8x1.2x
Tue, 15 Aug 2023JP¥1.7tJP¥1.3tJP¥87.8b9.3x19x1.2x
Price to Earnings Ratio

19x


Total Market Cap: JP¥1.7tTotal Earnings: JP¥87.8bTotal Revenue: JP¥1.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Infrastructure Industry Price to Earnings3Y Average 14.5x202420252026
Current Industry PE
  • Investors are relatively neutral on the Japanese Infrastructure industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 14.5x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 15% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Japanese Industrials industry?

JP Market1.75%
Industrials2.51%
Infrastructure-1.22%
Airport Services1.08%
Marine Ports and Services-2.02%
Industry PE
  • Investors are most optimistic about the Airport Services industry even though it's trading below its 3-year average PE ratio of 40.0x.
    • Analysts are expecting annual earnings decline of 2.6%, which is lower than the prior year's growth of 6.1% 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 12.3x.
Forecasted Growth
  • Despite it being negative, analysts are least pessimistic on the Airport Services industry since they expect its earnings to decline by only 2.6% per year over the next 5 years, which isn't as bad as the other industries.
  • This is a reversal from its past annual earnings growth rate of 6.1% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings decline by 4.9% 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
9303 Sumitomo WarehouseJP¥4.17k2.5%
+JP¥7.6b		29.5%PE17.9x
9706 Japan Airport TerminalJP¥5.73k1.1%
+JP¥5.7b		15.2%PE18.2x
9351 Toyo Wharf & WarehouseJP¥1.86k0.4%
+JP¥50.2m		22.8%PE9.3x

Latest News

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