Narrative Update • Jun 23
The IT industry is up 8.1% in the last week, with NEC up 9.9%. During this same period, the SAKURA Internet underperformed, falling 11%. However, the industry is down 5.5% over the past year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Thu, 09 Jul 2026 | JP¥24.5t | JP¥15.2t | JP¥1.1t | 15.3x | 21.5x | 1.6x |
| Sat, 06 Jun 2026 | JP¥24.4t | JP¥15.2t | JP¥1.1t | 14.6x | 21.4x | 1.6x |
| Mon, 04 May 2026 | JP¥22.8t | JP¥15.1t | JP¥1.1t | 14.3x | 20x | 1.5x |
| Wed, 01 Apr 2026 | JP¥22.6t | JP¥15.1t | JP¥1.2t | 14.2x | 18.7x | 1.5x |
| Fri, 27 Feb 2026 | JP¥26.0t | JP¥15.9t | JP¥1.3t | 15.9x | 20.3x | 1.6x |
| Sun, 25 Jan 2026 | JP¥32.4t | JP¥15.5t | JP¥1.2t | 17.8x | 27x | 2.1x |
| Tue, 23 Dec 2025 | JP¥31.8t | JP¥15.4t | JP¥1.2t | 17.2x | 26.5x | 2.1x |
| Thu, 20 Nov 2025 | JP¥31.4t | JP¥15.4t | JP¥1.2t | 16.8x | 26.3x | 2x |
| Sat, 18 Oct 2025 | JP¥28.6t | JP¥15.3t | JP¥1.0t | 17.1x | 27.4x | 1.9x |
| Mon, 15 Sep 2025 | JP¥35.5t | JP¥19.9t | JP¥1.2t | 17.8x | 29.9x | 1.8x |
| Wed, 13 Aug 2025 | JP¥29.6t | JP¥15.2t | JP¥1.0t | 17.6x | 28.6x | 1.9x |
| Fri, 11 Jul 2025 | JP¥27.0t | JP¥15.0t | JP¥979.1b | 17.1x | 27.6x | 1.8x |
| Sun, 08 Jun 2025 | JP¥33.0t | JP¥19.6t | JP¥1.1t | 17.5x | 29.4x | 1.7x |
| Tue, 06 May 2025 | JP¥29.7t | JP¥19.5t | JP¥1.1t | 17.3x | 26.6x | 1.5x |
| Thu, 03 Apr 2025 | JP¥27.7t | JP¥19.5t | JP¥1.2t | 15.9x | 22.4x | 1.4x |
| Sat, 01 Mar 2025 | JP¥28.3t | JP¥20.0t | JP¥1.3t | 17.1x | 22.5x | 1.4x |
| Mon, 27 Jan 2025 | JP¥27.8t | JP¥19.8t | JP¥1.1t | 17.6x | 24.7x | 1.4x |
| Wed, 25 Dec 2024 | JP¥28.1t | JP¥19.8t | JP¥1.1t | 17.7x | 25x | 1.4x |
| Fri, 22 Nov 2024 | JP¥27.2t | JP¥19.8t | JP¥1.1t | 17.5x | 24.3x | 1.4x |
| Sun, 20 Oct 2024 | JP¥27.6t | JP¥19.7t | JP¥1.1t | 17.4x | 24.5x | 1.4x |
| Tue, 17 Sep 2024 | JP¥26.9t | JP¥19.7t | JP¥1.1t | 17.4x | 24x | 1.4x |
| Thu, 15 Aug 2024 | JP¥24.8t | JP¥19.7t | JP¥1.1t | 16.7x | 21.7x | 1.3x |
| Sat, 13 Jul 2024 | JP¥25.9t | JP¥19.5t | JP¥1.1t | 18.9x | 23.1x | 1.3x |
| Mon, 10 Jun 2024 | JP¥24.3t | JP¥19.5t | JP¥1.1t | 17x | 21.7x | 1.2x |
| Wed, 08 May 2024 | JP¥24.8t | JP¥19.3t | JP¥1.1t | 18.6x | 22.1x | 1.3x |
| Fri, 05 Apr 2024 | JP¥24.6t | JP¥19.2t | JP¥964.2b | 18.6x | 25.5x | 1.3x |
| Sun, 03 Mar 2024 | JP¥25.1t | JP¥19.2t | JP¥965.2b | 18.7x | 26x | 1.3x |
| Tue, 30 Jan 2024 | JP¥24.7t | JP¥19.6t | JP¥1.0t | 19x | 23.7x | 1.3x |
| Thu, 28 Dec 2023 | JP¥24.3t | JP¥19.6t | JP¥1.0t | 18.2x | 23.3x | 1.2x |
| Sat, 25 Nov 2023 | JP¥23.5t | JP¥19.6t | JP¥1.0t | 18.4x | 22.8x | 1.2x |
| Mon, 23 Oct 2023 | JP¥21.8t | JP¥18.9t | JP¥1.0t | 17.8x | 21.3x | 1.2x |
| Wed, 20 Sep 2023 | JP¥23.9t | JP¥18.8t | JP¥1.0t | 18.7x | 23.4x | 1.3x |
| Fri, 18 Aug 2023 | JP¥22.5t | JP¥18.8t | JP¥1.0t | 18.5x | 22.1x | 1.2x |
| Sun, 16 Jul 2023 | JP¥22.7t | JP¥18.2t | JP¥1.0t | 18.6x | 22.2x | 1.2x |
22.2x
Which industries have driven the changes within the Japanese Tech industry?
| JP Market | 1.05% | |
| Tech | -8.12% | |
| IT | 8.14% | |
| IT Consulting | 8.21% | |
| Data Processing Services | 6.86% | |
| Internet Services and Infrastructure | 6.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6701 NEC | JP¥4.35k | 9.2% +JP¥488.1b | 10.8% | PE21.3x | |
| 4307 Nomura Research Institute | JP¥5.00k | 9.9% +JP¥242.3b | -7.9% | PE176.9x | |
| 6702 Fujitsu | JP¥3.35k | 3.6% +JP¥203.0b | 2.0% | PE19.2x | |
| 4684 OBICLtd | JP¥4.12k | 9.5% +JP¥154.7b | -24.1% | PE23.6x | |
| 4812 Dentsu Soken | JP¥2.69k | 26.2% +JP¥109.1b | 22.6% | PE31.1x |