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Japanese (NIKKEI) Infrastructure Industry Analysis

UpdatedApr 23, 2025
DataAggregated Company Financials
Companies15
  • 7D1.8%
  • 3M-9.2%
  • 1Y-9.9%
  • YTD-11.3%

The Infrastructure industry is up 2.6% in the last week, with Mitsubishi Logistics up 1.7%. However, the industry is down 8.3% over the past year. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 23 Apr 2025JP¥1.4tJP¥1.4tJP¥112.5b10.2x12.5x1x
Fri, 21 Mar 2025JP¥1.5tJP¥1.4tJP¥112.5b10.3x13.5x1.1x
Sun, 16 Feb 2025JP¥1.5tJP¥1.4tJP¥112.5b10.4x13.7x1.1x
Tue, 14 Jan 2025JP¥1.6tJP¥1.4tJP¥119.1b11.4x13.1x1.1x
Thu, 12 Dec 2024JP¥1.6tJP¥1.4tJP¥119.1b10.8x13.5x1.2x
Sat, 09 Nov 2024JP¥1.6tJP¥1.4tJP¥117.5b10.7x13.7x1.2x
Mon, 07 Oct 2024JP¥1.6tJP¥1.4tJP¥117.9b11.4x13.8x1.2x
Wed, 04 Sep 2024JP¥1.6tJP¥1.4tJP¥113.6b11.3x13.9x1.2x
Fri, 02 Aug 2024JP¥1.6tJP¥1.3tJP¥104.0b12.3x15.3x1.2x
Sun, 30 Jun 2024JP¥1.6tJP¥1.3tJP¥103.9b13x15.8x1.2x
Tue, 28 May 2024JP¥1.6tJP¥1.3tJP¥103.9b12.5x15.4x1.2x
Thu, 25 Apr 2024JP¥1.6tJP¥1.3tJP¥99.9b12.4x16.4x1.2x
Sat, 23 Mar 2024JP¥1.7tJP¥1.3tJP¥99.9b12.2x16.8x1.3x
Mon, 19 Feb 2024JP¥1.6tJP¥1.3tJP¥99.9b11.6x16.1x1.2x
Wed, 17 Jan 2024JP¥1.7tJP¥1.3tJP¥90.0b11.7x18.4x1.2x
Fri, 15 Dec 2023JP¥1.6tJP¥1.3tJP¥90.0b11.1x18.2x1.2x
Sun, 12 Nov 2023JP¥1.6tJP¥1.3tJP¥90.8b10.9x17.7x1.2x
Tue, 10 Oct 2023JP¥1.6tJP¥1.3tJP¥87.8b9.4x17.8x1.2x
Thu, 07 Sep 2023JP¥1.7tJP¥1.3tJP¥87.8b9.9x18.8x1.2x
Sat, 05 Aug 2023JP¥1.6tJP¥1.4tJP¥91.6b7.8x17.1x1.1x
Mon, 03 Jul 2023JP¥1.6tJP¥1.4tJP¥94.5b7.8x16.6x1.1x
Wed, 31 May 2023JP¥1.5tJP¥1.4tJP¥94.5b7.8x16.3x1.1x
Fri, 28 Apr 2023JP¥1.5tJP¥1.4tJP¥90.9b7.4x16.6x1.1x
Sun, 26 Mar 2023JP¥1.4tJP¥1.4tJP¥90.9b7.6x15.8x1x
Tue, 21 Feb 2023JP¥1.4tJP¥1.4tJP¥90.9b7.4x15.9x1x
Thu, 19 Jan 2023JP¥1.4tJP¥1.4tJP¥81.0b6.7x17.3x1x
Sat, 17 Dec 2022JP¥1.4tJP¥1.4tJP¥81.0b6.5x17.6x1x
Mon, 14 Nov 2022JP¥1.4tJP¥1.4tJP¥81.0b6.5x17.8x1.1x
Wed, 12 Oct 2022JP¥1.5tJP¥1.3tJP¥70.6b7.1x20.7x1.1x
Fri, 09 Sep 2022JP¥1.4tJP¥1.3tJP¥70.6b7.2x20.4x1.1x
Sun, 07 Aug 2022JP¥1.4tJP¥1.3tJP¥61.1b8.1x23x1.1x
Tue, 05 Jul 2022JP¥1.3tJP¥1.2tJP¥49.7b8.8x26.6x1.1x
Thu, 02 Jun 2022JP¥1.3tJP¥1.2tJP¥49.7b9.2x26.4x1.1x
Sat, 30 Apr 2022JP¥1.3tJP¥1.2tJP¥40.2b10.1x32.2x1.1x
Price to Earnings Ratio

32.2x


Total Market Cap: JP¥1.3tTotal Earnings: JP¥40.2bTotal Revenue: JP¥1.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Infrastructure Industry Price to Earnings3Y Average 17.5x202320242025
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 12.5x which is lower than its 3-year average PE of 17.5x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.98x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 41% per year over the last three years.
  • Revenues for these companies have grown 6.2% 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 Market1.13%
Industrials1.10%
Infrastructure1.85%
Marine Ports and Services1.91%
Airport Services1.66%
Industry PE
  • Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio of 4.3x.
    • Analysts are expecting annual earnings growth of 2.0%, which is lower than the prior year's growth of 45.7% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, which is trading close to its 3-year average of 11.0x.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 2.0% over the next 5 years.
  • In contrast, the Marine Ports and Services 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
9706 Japan Airport TerminalJP¥3.92k5.7%
+JP¥19.6b
-28.7%PE15.2x
9301 Mitsubishi LogisticsJP¥950.603.2%
+JP¥10.3b
-8.8%PE12.9x
9364 KamigumiJP¥3.46k2.2%
+JP¥7.5b
2.2%PE13.4x
9303 Sumitomo WarehouseJP¥2.77k2.6%
+JP¥5.5b
6.6%PE17.1x
9066 NissinJP¥4.73k5.0%
+JP¥3.3b
57.2%PE5.3x
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