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Japanese (NIKKEI) Commodity Chemicals Industry Analysis

UpdatedJan 10, 2026
DataAggregated Company Financials
Companies66
  • 7D3.6%
  • 3M14.4%
  • 1Y20.6%
  • YTDn/a

Over the last 7 days, the Commodity Chemicals industry has risen 3.0%, driven by gains from Toray Industries of 8.0%. In the last 12 months, the industry was up 19%. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

Has the Japanese Commodity Chemicals Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 10 Jan 2026JP¥9.9tJP¥16.1tJP¥390.4b12.4x25.4x0.6x
Mon, 08 Dec 2025JP¥9.1tJP¥16.1tJP¥390.3b12x23.4x0.6x
Wed, 05 Nov 2025JP¥8.9tJP¥16.2tJP¥369.3b11.9x24x0.5x
Fri, 03 Oct 2025JP¥8.6tJP¥16.2tJP¥360.5b11.8x23.9x0.5x
Sun, 31 Aug 2025JP¥8.9tJP¥16.2tJP¥360.3b11.8x24.6x0.5x
Tue, 29 Jul 2025JP¥8.6tJP¥16.4tJP¥408.3b11.2x21.1x0.5x
Thu, 26 Jun 2025JP¥8.1tJP¥16.4tJP¥407.6b10.8x19.9x0.5x
Sat, 24 May 2025JP¥8.0tJP¥16.4tJP¥407.9b10.5x19.7x0.5x
Mon, 21 Apr 2025JP¥7.6tJP¥16.4tJP¥436.5b10.1x17.5x0.5x
Wed, 19 Mar 2025JP¥8.6tJP¥16.4tJP¥436.6b11.1x19.8x0.5x
Fri, 14 Feb 2025JP¥8.4tJP¥16.4tJP¥433.3b11.4x19.4x0.5x
Sun, 12 Jan 2025JP¥8.5tJP¥16.3tJP¥486.8b11.8x17.5x0.5x
Tue, 10 Dec 2024JP¥8.5tJP¥16.3tJP¥486.8b12.2x17.4x0.5x
Thu, 07 Nov 2024JP¥8.4tJP¥16.2tJP¥543.2b11.9x15.5x0.5x
Sat, 05 Oct 2024JP¥8.5tJP¥16.2tJP¥550.5b11.5x15.5x0.5x
Mon, 02 Sep 2024JP¥8.2tJP¥16.1tJP¥542.1b12x15.1x0.5x
Wed, 31 Jul 2024JP¥8.5tJP¥15.8tJP¥489.1b11.3x17.5x0.5x
Fri, 28 Jun 2024JP¥8.6tJP¥15.8tJP¥487.2b11.7x17.7x0.5x
Sun, 26 May 2024JP¥8.6tJP¥15.8tJP¥487.1b11.2x17.7x0.5x
Tue, 23 Apr 2024JP¥8.5tJP¥15.6tJP¥278.8b11.5x30.3x0.5x
Thu, 21 Mar 2024JP¥8.6tJP¥15.6tJP¥278.6b12.1x30.7x0.5x
Sat, 17 Feb 2024JP¥8.0tJP¥15.6tJP¥278.0b12.3x28.8x0.5x
Mon, 15 Jan 2024JP¥8.2tJP¥15.7tJP¥226.6b13.3x36.4x0.5x
Wed, 13 Dec 2023JP¥7.9tJP¥15.7tJP¥226.8b13.1x34.8x0.5x
Fri, 10 Nov 2023JP¥7.9tJP¥15.7tJP¥237.4b13.3x33.2x0.5x
Sun, 08 Oct 2023JP¥7.8tJP¥15.8tJP¥264.4b14.4x29.5x0.5x
Tue, 05 Sep 2023JP¥8.4tJP¥15.8tJP¥264.4b14.1x31.6x0.5x
Thu, 03 Aug 2023JP¥8.1tJP¥16.0tJP¥371.0b13.2x21.9x0.5x
Sat, 01 Jul 2023JP¥8.1tJP¥16.0tJP¥372.9b13.5x21.7x0.5x
Mon, 29 May 2023JP¥7.6tJP¥16.0tJP¥373.2b12.4x20.4x0.5x
Wed, 26 Apr 2023JP¥7.6tJP¥15.8tJP¥612.5b10.6x12.4x0.5x
Fri, 24 Mar 2023JP¥7.4tJP¥15.8tJP¥612.9b10.3x12x0.5x
Sun, 19 Feb 2023JP¥7.5tJP¥15.8tJP¥612.8b10.8x12.2x0.5x
Tue, 17 Jan 2023JP¥6.9tJP¥15.4tJP¥748.0b8.9x9.3x0.5x
Price to Earnings Ratio

9.3x


Total Market Cap: JP¥6.9tTotal Earnings: JP¥748.0bTotal Revenue: JP¥15.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Commodity Chemicals Industry Price to Earnings3Y Average 21.8x202420252026
Current Industry PE
  • Investors are optimistic on the Japanese Commodity Chemicals industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 25.3x which is higher than its 3-year average PE of 21.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.52x.
Past Earnings Growth
  • The earnings for companies in the Commodity Chemicals industry have declined 19% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does Japanese Commodity Chemicals compare with similar industries?

JP Market2.98%
Materials3.85%
Chemicals2.98%
Commodity Chemicals3.63%
Industrial Gases4.90%
Diversified Chemicals2.69%
Specialty Chemicals2.57%
Fertilizers and Agricultural Chemicals-0.065%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
3402 Toray IndustriesJP¥1.11k8.4%
+JP¥127.8b		8.2%PE27.9x
3407 Asahi KaseiJP¥1.44k4.0%
+JP¥74.7b		35.7%PE13.9x
4042 TosohJP¥2.41k2.6%
+JP¥18.8b		17.0%PE18.6x
4401 AdekaJP¥4.05k4.4%
+JP¥16.8b		44.5%PE15.5x
4061 DenkaJP¥2.94k7.0%
+JP¥16.6b		35.1%PS0.6x

Latest News

3402
JP¥1,105.50
Toray Industries
7D
8.4%
1Y
8.2%

3402: Ongoing Share Cancellations And Higher Dividend Will Support Balanced Capital Returns

Analysts now place Toray Industries' fair value at ¥1,138.75, a modest adjustment from ¥1,137.08. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E.
4401
JP¥4,045.00
Adeka
7D
4.4%
1Y
44.5%

4401: Higher Dividend And Stable Outlook Will Support Measured Future Returns

Analysts have held Adeka's fair value estimate steady at ¥3,981.67 per share while making only minimal tweaks to assumptions such as discount rate, long term revenue growth, profit margin and future P/E, reflecting a broadly unchanged outlook on the stock's intrinsic value. What's in the News Adeka announced a second quarter end dividend of ¥52.00 per share for the six months ended September 30, 2025, compared with ¥48.00 per share for the same period a year earlier, with payments scheduled to start on December 4, 2025 (Key Developments).
3407
JP¥1,444.00
Asahi Kasei
7D
4.0%
1Y
35.7%
4042
JP¥2,412.50
Tosoh
7D
2.6%
1Y
17.0%

Earnings Tell The Story For Tosoh Corporation (TSE:4042)

Jan 07
Earnings Tell The Story For Tosoh Corporation (TSE:4042)
4183
JP¥2,045.50
Mitsui Chemicals
7D
2.2%
1Y
24.8%

4183: Future Stock Split And Margin Pressure Will Weigh On Returns

Analysts have adjusted their price target for Mitsui Chemicals from ¥3,000 to ¥1,500, citing updated assumptions for revenue growth, profit margins, and future P/E multiples. What's in the News Mitsui Chemicals scheduled a board meeting for November 11, 2025 to discuss a potential stock split (Key Developments).
4061
JP¥2,936.00
Denka
7D
7.0%
1Y
35.1%
3401
JP¥1,347.00
Teijin
7D
-0.6%
1Y
4.8%

3401: Aramid Impairment And Joint Venture Integration Will Shape Balanced Outlook

Analysts kept their fair value estimate for Teijin steady at ¥1,246, with only small tweaks to the discount rate, long term revenue and margin assumptions, and the future P/E used in their models. This reflects fine tuning rather than a change in their overall view.
4107
JP¥4,520.00
ISE Chemicals
7D
-3.6%
1Y
53.1%

Why Investors Shouldn't Be Surprised By ISE Chemicals Corporation's (TSE:4107) 35% Share Price Surge

Dec 29
Why Investors Shouldn't Be Surprised By ISE Chemicals Corporation's (TSE:4107) 35% Share Price Surge
6490
JP¥5,280.00
PILLAR
7D
10.1%
1Y
22.9%

PILLAR (TSE:6490) Is Due To Pay A Dividend Of ¥55.00

Dec 28
PILLAR (TSE:6490) Is Due To Pay A Dividend Of ¥55.00
3405
JP¥1,635.00
Kuraray
7D
3.0%
1Y
-28.0%
4221
JP¥4,745.00
Okura Industrial
7D
-2.5%
1Y
60.5%
4189
JP¥2,447.00
KH Neochem
7D
-1.2%
1Y
23.2%
4229
JP¥3,895.00
Gun Ei Chemical Industry
7D
-2.1%
1Y
42.7%
4216
JP¥5,230.00
Asahi Yukizai
7D
-3.3%
1Y
20.2%

Asahi Yukizai (TSE:4216) Has Announced A Dividend Of ¥60.00

Dec 09
Asahi Yukizai (TSE:4216) Has Announced A Dividend Of ¥60.00
4249
JP¥2,451.00
Moriroku Company
7D
-1.8%
1Y
26.3%
5122
JP¥5,390.00
Okamoto Industries
7D
-1.5%
1Y
3.3%

Okamoto Industries (TSE:5122) Has Announced A Dividend Of ¥60.00

Dec 02
Okamoto Industries (TSE:5122) Has Announced A Dividend Of ¥60.00