Narrative Update • Jun 23
Over the last 7 days, the IT industry has risen 6.2%, driven by gains from NEC of 11%. During this same period, the SAKURA Internet underperformed, falling 6.7%. However, the industry is down 6.7% over the past year. Earnings are forecast to grow by 12% annually.
Has the Japanese IT Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 07 Jul 2026 | JP¥24.4t | JP¥15.2t | JP¥1.1t | 15.1x | 21.4x | 1.6x |
| Thu, 04 Jun 2026 | JP¥24.5t | JP¥15.2t | JP¥1.1t | 14.6x | 21.5x | 1.6x |
| Sat, 02 May 2026 | JP¥22.8t | JP¥15.1t | JP¥1.1t | 14.3x | 20x | 1.5x |
| Mon, 30 Mar 2026 | JP¥23.0t | JP¥15.1t | JP¥1.2t | 15x | 19.1x | 1.5x |
| Wed, 25 Feb 2026 | JP¥24.1t | JP¥15.9t | JP¥1.3t | 15.4x | 18.9x | 1.5x |
| Fri, 23 Jan 2026 | JP¥32.0t | JP¥15.5t | JP¥1.2t | 17.8x | 26.7x | 2.1x |
| Sun, 21 Dec 2025 | JP¥32.1t | JP¥15.4t | JP¥1.2t | 17.2x | 26.8x | 2.1x |
| Tue, 18 Nov 2025 | JP¥32.3t | JP¥15.4t | JP¥1.2t | 17.4x | 27.1x | 2.1x |
| Thu, 16 Oct 2025 | JP¥29.0t | JP¥15.3t | JP¥1.0t | 17.4x | 27.8x | 1.9x |
| Sat, 13 Sep 2025 | JP¥35.4t | JP¥19.9t | JP¥1.2t | 17.8x | 29.9x | 1.8x |
| Mon, 11 Aug 2025 | JP¥29.5t | JP¥15.2t | JP¥1.0t | 17.6x | 28.5x | 1.9x |
| Wed, 09 Jul 2025 | JP¥27.7t | JP¥15.0t | JP¥979.1b | 17.3x | 28.3x | 1.9x |
| Fri, 06 Jun 2025 | JP¥32.9t | JP¥19.6t | JP¥1.1t | 17.3x | 29.4x | 1.7x |
| Sun, 04 May 2025 | JP¥29.7t | JP¥19.5t | JP¥1.1t | 17.3x | 26.6x | 1.5x |
| Tue, 01 Apr 2025 | JP¥27.7t | JP¥19.5t | JP¥1.2t | 16.6x | 22.4x | 1.4x |
| Thu, 27 Feb 2025 | JP¥29.0t | JP¥20.0t | JP¥1.3t | 17.1x | 23x | 1.4x |
| Sat, 25 Jan 2025 | JP¥27.8t | JP¥19.8t | JP¥1.1t | 17.6x | 24.7x | 1.4x |
| Mon, 23 Dec 2024 | JP¥28.1t | JP¥19.8t | JP¥1.1t | 18x | 25.1x | 1.4x |
| Wed, 20 Nov 2024 | JP¥27.6t | JP¥19.8t | JP¥1.1t | 17.9x | 24.7x | 1.4x |
| Fri, 18 Oct 2024 | JP¥27.6t | JP¥19.7t | JP¥1.1t | 17.4x | 24.5x | 1.4x |
| Sun, 15 Sep 2024 | JP¥26.9t | JP¥19.7t | JP¥1.1t | 17.4x | 23.9x | 1.4x |
| Tue, 13 Aug 2024 | JP¥24.0t | JP¥19.7t | JP¥1.1t | 16x | 21x | 1.2x |
| Thu, 11 Jul 2024 | JP¥26.1t | JP¥19.5t | JP¥1.1t | 18.6x | 23.2x | 1.3x |
| Sat, 08 Jun 2024 | JP¥24.3t | JP¥19.5t | JP¥1.1t | 17x | 21.7x | 1.2x |
| Mon, 06 May 2024 | JP¥24.3t | JP¥19.3t | JP¥1.1t | 18.6x | 21.7x | 1.3x |
| Wed, 03 Apr 2024 | JP¥24.7t | JP¥19.2t | JP¥964.2b | 18.8x | 25.6x | 1.3x |
| Fri, 01 Mar 2024 | JP¥24.9t | JP¥19.2t | JP¥965.2b | 18.8x | 25.8x | 1.3x |
| Sun, 28 Jan 2024 | JP¥24.7t | JP¥19.6t | JP¥1.0t | 18.9x | 23.7x | 1.3x |
| Tue, 26 Dec 2023 | JP¥24.0t | JP¥19.6t | JP¥1.0t | 17.8x | 23.1x | 1.2x |
| Thu, 23 Nov 2023 | JP¥23.6t | JP¥19.6t | JP¥1.0t | 18.3x | 22.8x | 1.2x |
| Sat, 21 Oct 2023 | JP¥21.8t | JP¥18.9t | JP¥1.0t | 17.8x | 21.3x | 1.2x |
| Mon, 18 Sep 2023 | JP¥24.0t | JP¥18.8t | JP¥1.0t | 18.8x | 23.5x | 1.3x |
| Wed, 16 Aug 2023 | JP¥22.7t | JP¥18.8t | JP¥1.0t | 18.6x | 22.3x | 1.2x |
| Fri, 14 Jul 2023 | JP¥22.6t | JP¥18.2t | JP¥1.0t | 18.6x | 22.1x | 1.2x |
22.1x
Which industries have driven the changes within the Japanese Tech industry?
| JP Market | 2.56% | |
| Tech | -1.55% | |
| IT | 6.21% | |
| IT Consulting | 6.23% | |
| Internet Services and Infrastructure | 5.70% | |
| Data Processing Services | 5.56% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6701 NEC | JP¥4.35k | 10.8% +JP¥561.0b | 9.0% | PE21.3x | |
| 4307 Nomura Research Institute | JP¥5.12k | 11.5% +JP¥284.4b | -7.3% | PE181.1x | |
| 6702 Fujitsu | JP¥3.39k | 4.5% +JP¥251.5b | -0.2% | PE19.4x | |
| 4684 OBICLtd | JP¥4.11k | 7.5% +JP¥123.7b | -25.5% | PE23.6x | |
| 4812 Dentsu Soken | JP¥2.69k | 25.8% +JP¥107.7b | 22.2% | PE31.1x |