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Japanese (NIKKEI) Infrastructure Industry Analysis

UpdatedOct 15, 2025
DataAggregated Company Financials
Companies13
  • 7D-1.3%
  • 3M3.4%
  • 1Y13.1%
  • YTD12.5%

Over the last 7 days, the Infrastructure industry has dropped 1.2%, driven by Mitsubishi Logistics declining 3.0%. Meanwhile, Daito KounLtd actually outperformed within the industry, gaining 53% in the last week. In the past year, the industry has gained 14%. As for the next few years, earnings are forecast to decline by 5.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Thu, 13 Jul 2023JP¥1.6tJP¥1.4tJP¥94.5b7.9x16.4x1.1x
Sat, 10 Jun 2023JP¥1.6tJP¥1.4tJP¥94.5b7.9x16.4x1.1x
Mon, 08 May 2023JP¥1.6tJP¥1.4tJP¥90.5b7.4x17.1x1.1x
Wed, 05 Apr 2023JP¥1.5tJP¥1.4tJP¥90.9b7.4x16.3x1.1x
Fri, 03 Mar 2023JP¥1.5tJP¥1.4tJP¥90.9b7.4x16.3x1.1x
Sun, 29 Jan 2023JP¥1.4tJP¥1.4tJP¥81.2b7.4x17.8x1.1x
Tue, 27 Dec 2022JP¥1.4tJP¥1.4tJP¥81.0b6.5x17.4x1x
Thu, 24 Nov 2022JP¥1.4tJP¥1.4tJP¥81.0b6.4x17.6x1x
Sat, 22 Oct 2022JP¥1.5tJP¥1.3tJP¥70.6b7.1x21.1x1.1x
Price to Earnings Ratio

21.1x


Total Market Cap: JP¥1.5tTotal Earnings: JP¥70.6bTotal Revenue: JP¥1.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Infrastructure Industry Price to Earnings3Y Average 15.7x202320242025
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 13.5x which is lower than its 3-year average PE of 15.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 23% per year over the last three years.
  • Revenues for these companies have grown 3.8% 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 industry?

JP Market-2.75%
Industrials-2.41%
Infrastructure-1.29%
Airport Services-0.55%
Marine Ports and Services-1.53%
Industry PE
  • Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio of 10.4x.
    • Analysts are expecting annual earnings decline of 3.5%, which is lower than the prior year's growth of 26.3% 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 11.4x.
Forecasted Growth
  • Despite it being negative, analysts are least pessimistic on the Airport Services industry since they expect its earnings to decline by only 3.5% 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 26% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings decline by 5.7% 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
9706 Japan Airport TerminalJP¥4.91k3.1%
+JP¥13.7b		-6.5%PE16.5x
9367 Daito KounLtdJP¥1.19k25.6%
+JP¥2.1b		66.9%PE16.1x
9364 KamigumiJP¥4.56k0.4%
+JP¥1.8b		41.3%PE16.7x
9353 Sakurajima Futo KaishaJP¥1.92k6.2%
+JP¥169.9m		20.5%PE10.2x
9066 NissinJP¥8.07k0.1%
+JP¥147.3m		90.1%PE19x

Latest News

9706
JP¥4,909.00
Japan Airport Terminal
7D
3.1%
1Y
-6.5%

Returns On Capital Are Showing Encouraging Signs At Japan Airport Terminal (TSE:9706)

Oct 12
Returns On Capital Are Showing Encouraging Signs At Japan Airport Terminal (TSE:9706)
9353
JP¥1,916.00
Sakurajima Futo Kaisha
7D
6.2%
1Y
20.5%
9367
JP¥1,192.00
Daito KounLtd
7D
25.6%
1Y
66.9%

What Daito Koun Co.,Ltd.'s (TSE:9367) 39% Share Price Gain Is Not Telling You

Oct 09
What Daito Koun Co.,Ltd.'s (TSE:9367) 39% Share Price Gain Is Not Telling You
9365
JP¥1,380.00
Tradia
7D
-4.3%
1Y
9.5%
9355
JP¥1,838.00
Rinko
7D
0.05%
1Y
6.9%
9364
JP¥4,564.00
Kamigumi
7D
0.4%
1Y
41.3%

Kamigumi (TSE:9364) Will Pay A Larger Dividend Than Last Year At ¥90.00

Sep 22
Kamigumi (TSE:9364) Will Pay A Larger Dividend Than Last Year At ¥90.00
9301
JP¥1,138.50
Mitsubishi Logistics
7D
-1.9%
1Y
9.5%
9351
JP¥1,545.00
Toyo Wharf & Warehouse
7D
-0.3%
1Y
23.0%
9303
JP¥3,225.00
Sumitomo Warehouse
7D
-0.8%
1Y
18.0%
9066
JP¥8,070.00
Nissin
7D
0.1%
1Y
90.1%
9361
JP¥1,700.00
Fushiki Kairiku UnsoLtd
7D
-1.0%
1Y
12.6%
9359
JP¥844.00
Isewan Terminal Service
7D
-6.5%
1Y
20.7%
9357
JP¥2,014.00
Meiko Trans
7D
-2.7%
1Y
34.4%