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Japanese (NIKKEI) IT Industry Analysis
UpdatedFeb 18, 2026
DataAggregated Company Financials
Companies215
- 7D-9.9%
- 3M-18.2%
- 1Y3.5%
- YTD-19.3%
Over the last 7 days, the IT industry has dropped 4.3%, driven by a pullback from NEC of 17%. Over the past 12 months, the industry was up 6.4%. As for the next few years, earnings are expected to grow by 7.6% per annum.
Industry Valuation and Performance
Has the Japanese IT Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 18 Feb 2026 | JP¥25.7t | JP¥15.9t | JP¥1.3t | 15.8x | 20.1x | 1.6x |
| Fri, 16 Jan 2026 | JP¥33.3t | JP¥15.5t | JP¥1.2t | 17.9x | 27.8x | 2.2x |
| Sun, 14 Dec 2025 | JP¥31.9t | JP¥15.4t | JP¥1.2t | 17.2x | 26.7x | 2.1x |
| Tue, 11 Nov 2025 | JP¥31.6t | JP¥15.6t | JP¥1.2t | 17.2x | 26.7x | 2x |
| Thu, 09 Oct 2025 | JP¥30.1t | JP¥15.3t | JP¥1.0t | 18.2x | 28.8x | 2x |
| Sat, 06 Sep 2025 | JP¥34.2t | JP¥19.9t | JP¥1.2t | 17.7x | 28.9x | 1.7x |
| Mon, 04 Aug 2025 | JP¥29.1t | JP¥16.0t | JP¥1.0t | 17.9x | 28.3x | 1.8x |
| Wed, 02 Jul 2025 | JP¥28.6t | JP¥15.0t | JP¥979.1b | 17.2x | 29.2x | 1.9x |
| Fri, 30 May 2025 | JP¥32.9t | JP¥19.6t | JP¥1.1t | 17.4x | 29.4x | 1.7x |
| Sun, 27 Apr 2025 | JP¥28.6t | JP¥19.3t | JP¥1.1t | 16.8x | 25.6x | 1.5x |
| Tue, 25 Mar 2025 | JP¥28.4t | JP¥19.8t | JP¥1.2t | 17.4x | 22.7x | 1.4x |
| Thu, 20 Feb 2025 | JP¥30.2t | JP¥20.1t | JP¥1.3t | 17.7x | 23.9x | 1.5x |
| Sat, 18 Jan 2025 | JP¥27.0t | JP¥19.8t | JP¥1.1t | 17.3x | 24.1x | 1.4x |
| Mon, 16 Dec 2024 | JP¥28.6t | JP¥19.8t | JP¥1.1t | 18.6x | 25.5x | 1.4x |
| Wed, 13 Nov 2024 | JP¥27.9t | JP¥19.8t | JP¥1.1t | 17.6x | 24.9x | 1.4x |
| Fri, 11 Oct 2024 | JP¥28.2t | JP¥19.7t | JP¥1.1t | 17.8x | 25.1x | 1.4x |
| Sun, 08 Sep 2024 | JP¥26.7t | JP¥19.8t | JP¥1.1t | 17.6x | 23.6x | 1.4x |
| Tue, 06 Aug 2024 | JP¥21.7t | JP¥19.6t | JP¥1.1t | 14.5x | 18.9x | 1.1x |
| Thu, 04 Jul 2024 | JP¥26.0t | JP¥19.5t | JP¥1.1t | 18.7x | 23.2x | 1.3x |
| Sat, 01 Jun 2024 | JP¥24.0t | JP¥19.5t | JP¥1.1t | 16.8x | 21.4x | 1.2x |
| Mon, 29 Apr 2024 | JP¥24.2t | JP¥19.2t | JP¥1.1t | 18.4x | 22.2x | 1.3x |
| Wed, 27 Mar 2024 | JP¥25.3t | JP¥19.2t | JP¥964.4b | 19.5x | 26.2x | 1.3x |
| Fri, 23 Feb 2024 | JP¥24.3t | JP¥19.1t | JP¥964.6b | 18.5x | 25.2x | 1.3x |
| Sun, 21 Jan 2024 | JP¥24.7t | JP¥19.6t | JP¥1.0t | 18.8x | 23.8x | 1.3x |
| Tue, 19 Dec 2023 | JP¥23.6t | JP¥19.6t | JP¥1.0t | 17.8x | 22.9x | 1.2x |
| Thu, 16 Nov 2023 | JP¥23.1t | JP¥19.4t | JP¥1.0t | 17.5x | 22.5x | 1.2x |
| Sat, 14 Oct 2023 | JP¥22.3t | JP¥18.9t | JP¥1.0t | 17.9x | 21.8x | 1.2x |
| Mon, 11 Sep 2023 | JP¥23.6t | JP¥18.8t | JP¥1.0t | 19.2x | 23.1x | 1.3x |
| Wed, 09 Aug 2023 | JP¥22.8t | JP¥18.5t | JP¥1.0t | 18.6x | 21.9x | 1.2x |
| Fri, 07 Jul 2023 | JP¥22.4t | JP¥18.2t | JP¥1.0t | 18.7x | 21.9x | 1.2x |
| Sun, 04 Jun 2023 | JP¥22.6t | JP¥18.2t | JP¥1.0t | 18.7x | 22.1x | 1.2x |
| Tue, 02 May 2023 | JP¥21.3t | JP¥17.7t | JP¥1.0t | 17.8x | 21.1x | 1.2x |
| Thu, 30 Mar 2023 | JP¥20.2t | JP¥17.5t | JP¥979.4b | 18.2x | 20.7x | 1.2x |
| Sat, 25 Feb 2023 | JP¥21.5t | JP¥18.3t | JP¥1.1t | 17.6x | 20.4x | 1.2x |
Price to Earnings Ratio
20.4x
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 20.6x which is lower than its 3-year average PE of 24.3x.
- The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
- The earnings for companies in the IT industry have grown 6.6% per year over the last three years.
- Meanwhile revenues for these companies have declined 4.7% 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 Market | -1.91% | |
| Tech | -0.64% | |
| IT | -9.88% | |
| Data Processing Services | -2.50% | |
| Internet Services and Infrastructure | -9.67% | |
| IT Consulting | -9.89% | |
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 41.2x.
- Analysts are expecting annual earnings growth of 19.6%, which is lower than the prior year's growth of 24.5% per year.
- Investors are most pessimistic about the Data Processing Services industry, which is trading below its 3-year average of 17.4x.
Forecasted Growth
- Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 20% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Data Processing Services industry is expected to see its earnings grow by 6.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3778 SAKURA Internet | JP¥2.99k | 4.4% +JP¥5.1b | -32.6% | PE160.6x | |
| 4419 Finatext Holdings | JP¥886.00 | 8.2% +JP¥3.5b | 11.0% | PE44.8x | |
| 4481 Base | JP¥3.23k | 5.4% +JP¥3.0b | -3.7% | PE13.9x | |
| 3837 Ad-Sol Nissin | JP¥1.90k | 8.4% +JP¥2.6b | 76.7% | PE22.2x | |
| 5254 Arent | JP¥3.98k | 7.3% +JP¥1.9b | -41.8% | PE20.8x |
