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Japanese (NIKKEI) IT Industry Analysis

UpdatedMay 04, 2026
DataAggregated Company Financials
Companies219
  • 7D-9.9%
  • 3M-18.7%
  • 1Y-5.1%
  • YTD-23.6%

Over the last 7 days, the IT industry has dropped 9.9%, driven by Fujitsu declining 17%. In contrast, ID Holdings has gained 15%. Overall the industry is down 5.1% in 12 months. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 05 May 2026JP¥22.8tJP¥15.1tJP¥1.1t14.3x20x1.5x
Thu, 02 Apr 2026JP¥23.5tJP¥15.1tJP¥1.2t14.6x19.4x1.6x
Sat, 28 Feb 2026JP¥26.6tJP¥15.9tJP¥1.3t15.9x20.9x1.7x
Mon, 26 Jan 2026JP¥32.4tJP¥15.5tJP¥1.2t17.8x27x2.1x
Wed, 24 Dec 2025JP¥32.0tJP¥15.4tJP¥1.2t17.3x26.7x2.1x
Fri, 21 Nov 2025JP¥31.9tJP¥15.4tJP¥1.2t17x26.7x2.1x
Sun, 19 Oct 2025JP¥28.6tJP¥15.3tJP¥1.0t17.1x27.4x1.9x
Tue, 16 Sep 2025JP¥35.5tJP¥19.9tJP¥1.2t17.9x29.9x1.8x
Thu, 14 Aug 2025JP¥29.5tJP¥15.2tJP¥1.0t17.5x28.4x1.9x
Sat, 12 Jul 2025JP¥27.0tJP¥15.0tJP¥979.1b17.1x27.6x1.8x
Mon, 09 Jun 2025JP¥33.0tJP¥19.6tJP¥1.1t17.5x29.4x1.7x
Wed, 07 May 2025JP¥29.7tJP¥19.5tJP¥1.1t17.3x26.6x1.5x
Fri, 04 Apr 2025JP¥27.2tJP¥19.5tJP¥1.2t15.7x22.1x1.4x
Sun, 02 Mar 2025JP¥28.3tJP¥20.0tJP¥1.3t17.1x22.5x1.4x
Tue, 28 Jan 2025JP¥27.9tJP¥19.8tJP¥1.1t17.6x24.8x1.4x
Thu, 26 Dec 2024JP¥28.0tJP¥19.8tJP¥1.1t17.4x25x1.4x
Sat, 23 Nov 2024JP¥27.4tJP¥19.8tJP¥1.1t17.7x24.4x1.4x
Mon, 21 Oct 2024JP¥27.6tJP¥19.7tJP¥1.1t17.4x24.5x1.4x
Wed, 18 Sep 2024JP¥27.5tJP¥19.6tJP¥1.1t17.5x24.6x1.4x
Fri, 16 Aug 2024JP¥24.7tJP¥19.7tJP¥1.1t16.5x21.9x1.3x
Sun, 14 Jul 2024JP¥25.9tJP¥19.5tJP¥1.1t18.9x23.1x1.3x
Tue, 11 Jun 2024JP¥24.6tJP¥19.5tJP¥1.1t17.1x21.9x1.3x
Thu, 09 May 2024JP¥24.2tJP¥19.3tJP¥1.1t18.6x21.6x1.3x
Sat, 06 Apr 2024JP¥24.4tJP¥19.2tJP¥964.2b18.6x25.3x1.3x
Mon, 04 Mar 2024JP¥25.1tJP¥19.2tJP¥965.2b18.7x26x1.3x
Wed, 31 Jan 2024JP¥24.7tJP¥19.6tJP¥1.0t19.2x23.7x1.3x
Fri, 29 Dec 2023JP¥24.2tJP¥19.6tJP¥1.0t18.2x23.3x1.2x
Sun, 26 Nov 2023JP¥23.5tJP¥19.6tJP¥1.0t18.4x22.8x1.2x
Tue, 24 Oct 2023JP¥21.4tJP¥18.9tJP¥1.0t17.4x21x1.1x
Thu, 21 Sep 2023JP¥23.6tJP¥18.8tJP¥1.0t18.6x23.1x1.3x
Sat, 19 Aug 2023JP¥22.4tJP¥18.8tJP¥1.0t18.2x21.9x1.2x
Mon, 17 Jul 2023JP¥22.7tJP¥18.2tJP¥1.0t18.6x22.2x1.2x
Wed, 14 Jun 2023JP¥23.1tJP¥18.2tJP¥1.0t19.2x22.6x1.3x
Fri, 12 May 2023JP¥21.6tJP¥17.8tJP¥1.0t18.2x21.1x1.2x
Price to Earnings Ratio

21.1x


Total Market Cap: JP¥21.6tTotal Earnings: JP¥1.0tTotal Revenue: JP¥17.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese IT Industry Price to Earnings3Y Average 24.3x202420252026
Current Industry PE
  • Investors are pessimistic on the Japanese IT 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 20.0x which is lower than its 3-year average PE of 24.3x.
  • The industry is trading close to its 3-year average PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the IT industry have grown 3.7% per year over the last three years.
  • Meanwhile revenues for these companies have declined 5.2% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

Which industries have driven the changes within the Japanese Tech industry?

JP Market0.29%
Tech1.04%
IT-9.94%
Data Processing Services-3.05%
Internet Services and Infrastructure-4.13%
IT Consulting-10.12%
Industry PE
  • Investors are most optimistic about the Internet Services and Infrastructure industry even though it's trading below its 3-year average PE ratio of 40.0x.
    • Analysts are expecting annual earnings growth of 15.6%, which is lower than the prior year's growth of 26.9% per year.
  • Investors are most pessimistic about the Data Processing Services industry, which is trading below its 3-year average of 17.1x.
Forecasted Growth
  • Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 16% over the next 5 years.
  • However this is lower than its past earnings growth rate of 27% per year.
  • In contrast, the IT Consulting industry is expected to see its earnings grow by 11% 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
4709 ID HoldingsJP¥1.03k15.1%
+JP¥4.6b		3.2%PE12x
4499 SpeeeJP¥2.74k12.6%
+JP¥3.5b		32.1%PS1.9x
4417 Global Security ExpertsJP¥2.68k8.7%
+JP¥3.2b		-4.6%PE27.1x
8057 Uchida YokoJP¥2.01k1.8%
+JP¥1.7b		27.5%PE8.3x
4259 ExaWizardsJP¥720.001.7%
+JP¥1.1b		120.9%PS6.2x

Latest News

6701
JP¥4,035.00
NEC
7D
-10.6%
1Y
15.5%

6701: Physical AI Venture And Share Repurchases Will Support Future Upside

Analysts have trimmed their price expectations for NEC, with the updated target now set below the previous ¥5,000 level as they factor in a slightly higher discount rate, more modest revenue growth assumptions, and only a small change in projected profit margins and future P/E. What's in the News SoftBank, NEC, Sony and Honda agreed to form a new company focused on “physical AI,” pointing to potential collaboration opportunities across telecoms, electronics and automotive (Nikkei reports, Periodicals).
2327
JP¥3,566.00
NS Solutions
7D
-3.1%
1Y
4.6%

NS Solutions Corporation (TSE:2327) Just Released Its Annual Results And Analysts Are Updating Their Estimates

May 01
NS Solutions Corporation (TSE:2327) Just Released Its Annual Results And Analysts Are Updating Their Estimates
4307
JP¥4,183.00
Nomura Research Institute
7D
-17.9%
1Y
-23.8%

Some Investors May Be Willing To Look Past Nomura Research Institute's (TSE:4307) Soft Earnings

May 01
Some Investors May Be Willing To Look Past Nomura Research Institute's (TSE:4307) Soft Earnings
5250
JP¥1,355.00
GMO Prime StrategyLtd
7D
26.6%
1Y
33.4%
3776
JP¥242.00
BroadBand Tower
7D
7.6%
1Y
79.3%
8056
JP¥4,393.00
BIPROGY
7D
-7.4%
1Y
-19.1%
4709
JP¥1,031.00
ID Holdings
7D
15.1%
1Y
3.2%
4417
JP¥2,682.00
Global Security Experts
7D
8.7%
1Y
-4.6%
3778
JP¥3,065.00
SAKURA Internet
7D
-15.9%
1Y
-7.1%
6702
JP¥3,075.00
Fujitsu
7D
-16.8%
1Y
-2.5%
4437
JP¥1,180.00
gooddays holdings
7D
12.5%
1Y
79.9%
4684
JP¥4,109.00
OBICLtd
7D
-1.6%
1Y
-18.8%
3626
JP¥3,399.00
TIS
7D
-5.7%
1Y
-18.8%
4259
JP¥720.00
ExaWizards
7D
1.7%
1Y
120.9%
4499
JP¥2,741.00
Speee
7D
12.6%
1Y
32.1%
8057
JP¥2,007.00
Uchida Yoko
7D
1.8%
1Y
27.5%