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Japanese (NIKKEI) Infrastructure Industry Analysis

UpdatedDec 02, 2025
DataAggregated Company Financials
Companies12
  • 7D0.5%
  • 3M0.06%
  • 1Y13.8%
  • YTD13.4%

In the last week, the Infrastructure industry is up 1.5%, with Mitsubishi Logistics up 3.3%. This means that the industry has gained 14% over the past year. Looking forward, earnings are forecast to decline by 8.3% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Dec 2025JP¥1.7tJP¥1.3tJP¥140.3b9.8x12.1x1.3x
Thu, 30 Oct 2025JP¥1.7tJP¥1.3tJP¥125.3b10.4x13.2x1.3x
Sat, 27 Sep 2025JP¥1.8tJP¥1.5tJP¥132.3b10.7x13.9x1.2x
Mon, 25 Aug 2025JP¥1.9tJP¥1.5tJP¥132.3b10.4x14.1x1.3x
Wed, 23 Jul 2025JP¥1.7tJP¥1.5tJP¥129.6b10.9x13.5x1.2x
Fri, 20 Jun 2025JP¥1.7tJP¥1.5tJP¥129.6b10.3x13.2x1.2x
Sun, 18 May 2025JP¥1.7tJP¥1.5tJP¥129.5b10.9x12.8x1.1x
Tue, 15 Apr 2025JP¥1.4tJP¥1.4tJP¥112.5b10x12.4x1x
Thu, 13 Mar 2025JP¥1.5tJP¥1.4tJP¥112.5b10.2x13.3x1x
Sat, 08 Feb 2025JP¥1.6tJP¥1.4tJP¥111.4b10.9x13.9x1.1x
Mon, 06 Jan 2025JP¥1.6tJP¥1.4tJP¥119.1b11.4x13.5x1.2x
Wed, 04 Dec 2024JP¥1.6tJP¥1.4tJP¥119.1b10.8x13.5x1.2x
Fri, 01 Nov 2024JP¥1.6tJP¥1.4tJP¥117.9b10.7x13.7x1.2x
Sun, 29 Sep 2024JP¥1.6tJP¥1.4tJP¥117.9b11.3x13.7x1.2x
Tue, 27 Aug 2024JP¥1.6tJP¥1.4tJP¥113.6b11.2x14x1.2x
Thu, 25 Jul 2024JP¥1.7tJP¥1.3tJP¥103.9b12.8x15.9x1.2x
Sat, 22 Jun 2024JP¥1.6tJP¥1.3tJP¥103.9b13x15.6x1.2x
Mon, 20 May 2024JP¥1.6tJP¥1.3tJP¥103.9b12.3x15x1.2x
Wed, 17 Apr 2024JP¥1.6tJP¥1.3tJP¥99.9b12.3x16.4x1.2x
Fri, 15 Mar 2024JP¥1.6tJP¥1.3tJP¥99.9b11.9x16.2x1.2x
Sun, 11 Feb 2024JP¥1.6tJP¥1.3tJP¥100.7b11x16x1.2x
Tue, 09 Jan 2024JP¥1.6tJP¥1.3tJP¥90.0b11.6x18.2x1.2x
Thu, 07 Dec 2023JP¥1.7tJP¥1.3tJP¥90.0b11.2x18.7x1.3x
Sat, 04 Nov 2023JP¥1.6tJP¥1.3tJP¥87.0b11x18.8x1.2x
Mon, 02 Oct 2023JP¥1.6tJP¥1.3tJP¥87.8b9.4x17.9x1.2x
Wed, 30 Aug 2023JP¥1.6tJP¥1.3tJP¥87.8b9.6x18.7x1.2x
Fri, 28 Jul 2023JP¥1.6tJP¥1.4tJP¥94.5b7.9x16.6x1.1x
Sun, 25 Jun 2023JP¥1.6tJP¥1.4tJP¥94.5b7.8x16.8x1.2x
Tue, 23 May 2023JP¥1.6tJP¥1.4tJP¥94.5b8x16.8x1.2x
Thu, 20 Apr 2023JP¥1.5tJP¥1.4tJP¥90.9b7.5x16.6x1.1x
Sat, 18 Mar 2023JP¥1.5tJP¥1.4tJP¥90.9b7.6x16.3x1.1x
Mon, 13 Feb 2023JP¥1.4tJP¥1.4tJP¥90.9b7.4x15.8x1x
Wed, 11 Jan 2023JP¥1.4tJP¥1.4tJP¥81.0b6.8x17.2x1x
Fri, 09 Dec 2022JP¥1.4tJP¥1.4tJP¥81.0b6.6x17.4x1x
Price to Earnings Ratio

17.4x


Total Market Cap: JP¥1.4tTotal Earnings: JP¥81.0bTotal Revenue: JP¥1.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Infrastructure Industry Price to Earnings3Y Average 15.4x202320242025
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 12.1x which is lower than its 3-year average PE of 15.4x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 20% 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 Market1.06%
Industrials1.94%
Infrastructure0.54%
Marine Ports and Services1.91%
Airport Services-3.48%
Industry PE
  • Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio of 12.6x.
    • Analysts are expecting annual earnings decline of 4.8%, which is lower than the prior year's growth of 25.5% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, which is trading close to its 3-year average of 11.5x.
Forecasted Growth
  • Despite it being negative, analysts are least pessimistic on the Airport Services industry since they expect its earnings to decline by only 4.8% 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 9.6% 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¥1.16k3.3%
+JP¥12.8b		5.0%PE8.4x
9303 Sumitomo WarehouseJP¥3.42k2.1%
+JP¥5.3b		25.2%PE11.9x
9367 Daito KounLtdJP¥1.83k16.7%
+JP¥2.3b		162.1%PE22.2x
9364 KamigumiJP¥4.95k0.4%
+JP¥2.2b		46.7%PE17.3x
9359 Isewan Terminal ServiceJP¥909.002.9%
+JP¥634.6m		31.2%PE8.6x

Latest News

9367
JP¥1,827.00
Daito KounLtd
7D
16.7%
1Y
162.1%
9355
JP¥1,910.00
Rinko
7D
1.3%
1Y
17.8%
9303
JP¥3,415.00
Sumitomo Warehouse
7D
2.1%
1Y
25.2%

There May Be Underlying Issues With The Quality Of Sumitomo Warehouse's (TSE:9303) Earnings

Nov 20
There May Be Underlying Issues With The Quality Of Sumitomo Warehouse's (TSE:9303) Earnings
9706
JP¥4,472.00
Japan Airport Terminal
7D
-3.5%
1Y
-12.3%

Japan Airport Terminal's (TSE:9706) Earnings Are Of Questionable Quality

Nov 19
Japan Airport Terminal's (TSE:9706) Earnings Are Of Questionable Quality
9364
JP¥4,946.00
Kamigumi
7D
0.4%
1Y
46.7%

The Kamigumi Co., Ltd. (TSE:9364) Half-Yearly Results Are Out And Analysts Have Published New Forecasts

Nov 16
The Kamigumi Co., Ltd. (TSE:9364) Half-Yearly Results Are Out And Analysts Have Published New Forecasts
9361
JP¥1,805.00
Fushiki Kairiku UnsoLtd
7D
5.8%
1Y
22.8%
9301
JP¥1,159.50
Mitsubishi Logistics
7D
3.3%
1Y
5.0%

Investors Shouldn't Be Too Comfortable With Mitsubishi Logistics' (TSE:9301) Earnings

Nov 10
Investors Shouldn't Be Too Comfortable With Mitsubishi Logistics' (TSE:9301) Earnings
9351
JP¥1,704.00
Toyo Wharf & Warehouse
7D
-0.8%
1Y
35.8%
9359
JP¥909.00
Isewan Terminal Service
7D
2.9%
1Y
31.2%
9357
JP¥1,992.00
Meiko Trans
7D
1.0%
1Y
26.2%