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Japanese (NIKKEI) IT Industry Analysis

UpdatedMay 06, 2026
DataAggregated Company Financials
Companies219
  • 7D-7.9%
  • 3M-12.1%
  • 1Y-5.1%
  • YTD-23.6%

Over the last 7 days, the IT industry has dropped 7.9%, driven by Fujitsu declining 17%. The industry has fallen 5.1% in the last year. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 07 May 2026JP¥22.8tJP¥15.1tJP¥1.1t14.3x20x1.5x
Sat, 04 Apr 2026JP¥23.4tJP¥15.1tJP¥1.2t14.7x19.4x1.5x
Mon, 02 Mar 2026JP¥26.6tJP¥15.9tJP¥1.3t15.9x20.8x1.7x
Wed, 28 Jan 2026JP¥31.4tJP¥15.5tJP¥1.2t17.5x26.2x2x
Fri, 26 Dec 2025JP¥31.9tJP¥15.4tJP¥1.2t17.3x26.6x2.1x
Sun, 23 Nov 2025JP¥32.7tJP¥15.4tJP¥1.2t17.2x27.4x2.1x
Tue, 21 Oct 2025JP¥28.6tJP¥15.3tJP¥1.0t17.2x27.4x1.9x
Thu, 18 Sep 2025JP¥35.1tJP¥19.9tJP¥1.2t17.8x29.6x1.8x
Sat, 16 Aug 2025JP¥29.2tJP¥15.2tJP¥1.0t17.6x28x1.9x
Mon, 14 Jul 2025JP¥26.7tJP¥15.0tJP¥980.6b17.2x27.2x1.8x
Wed, 11 Jun 2025JP¥33.4tJP¥19.6tJP¥1.1t17.4x29.8x1.7x
Fri, 09 May 2025JP¥31.2tJP¥19.5tJP¥1.1t17.5x27.9x1.6x
Sun, 06 Apr 2025JP¥26.7tJP¥19.5tJP¥1.2t15.2x21.6x1.4x
Tue, 04 Mar 2025JP¥29.1tJP¥20.0tJP¥1.3t17.3x23.1x1.5x
Thu, 30 Jan 2025JP¥28.6tJP¥19.8tJP¥1.1t18x25.4x1.4x
Sat, 28 Dec 2024JP¥28.6tJP¥19.8tJP¥1.1t18x25.5x1.4x
Mon, 25 Nov 2024JP¥27.4tJP¥19.8tJP¥1.1t17.6x24.4x1.4x
Wed, 23 Oct 2024JP¥27.1tJP¥19.7tJP¥1.1t17.3x24.1x1.4x
Fri, 20 Sep 2024JP¥27.4tJP¥19.7tJP¥1.1t17.9x24.4x1.4x
Sun, 18 Aug 2024JP¥25.3tJP¥19.7tJP¥1.1t16.8x22.4x1.3x
Tue, 16 Jul 2024JP¥25.9tJP¥19.5tJP¥1.1t18.9x23.1x1.3x
Thu, 13 Jun 2024JP¥24.5tJP¥19.5tJP¥1.1t17x21.8x1.3x
Sat, 11 May 2024JP¥24.2tJP¥19.3tJP¥1.1t18.7x21.7x1.3x
Mon, 08 Apr 2024JP¥24.4tJP¥19.2tJP¥964.2b18.6x25.3x1.3x
Wed, 06 Mar 2024JP¥25.5tJP¥19.2tJP¥965.2b19.3x26.5x1.3x
Fri, 02 Feb 2024JP¥24.7tJP¥19.6tJP¥989.5b18.6x25x1.3x
Sun, 31 Dec 2023JP¥24.2tJP¥19.6tJP¥1.0t18.2x23.3x1.2x
Tue, 28 Nov 2023JP¥23.4tJP¥19.6tJP¥1.0t18.4x22.7x1.2x
Thu, 26 Oct 2023JP¥21.5tJP¥18.9tJP¥1.0t17.4x21.1x1.1x
Sat, 23 Sep 2023JP¥23.3tJP¥18.8tJP¥1.0t18.7x22.9x1.2x
Mon, 21 Aug 2023JP¥22.4tJP¥18.8tJP¥1.0t18.2x21.9x1.2x
Wed, 19 Jul 2023JP¥22.7tJP¥18.3tJP¥1.0t18.8x22.2x1.2x
Fri, 16 Jun 2023JP¥23.0tJP¥18.2tJP¥1.0t19x22.5x1.3x
Sun, 14 May 2023JP¥21.7tJP¥17.8tJP¥1.0t18x21.3x1.2x
Price to Earnings Ratio

21.3x


Total Market Cap: JP¥21.7tTotal 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 3.6% 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 Market-1.02%
Tech-0.65%
IT-7.92%
Internet Services and Infrastructure-1.52%
Data Processing Services-3.71%
IT Consulting-8.13%
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 28.6% 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 29% 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
4373 Simplex HoldingsJP¥921.004.5%
+JP¥8.9b		7.6%PE19.6x
4812 Dentsu SokenJP¥2.17k1.1%
+JP¥4.7b		10.0%PE25x
4709 ID HoldingsJP¥1.03k14.3%
+JP¥4.4b		0.7%PE12x
4417 Global Security ExpertsJP¥2.68k7.3%
+JP¥2.7b		-7.0%PE27.1x
4499 SpeeeJP¥2.74k7.8%
+JP¥2.3b		35.6%PS1.9x

Latest News

4307
JP¥4,183.00
Nomura Research Institute
7D
-3.0%
1Y
-23.1%

4307: Share Repurchase Plan And Impairment Reset Will Support Further Upside Potential

Analysts have adjusted their price target on Nomura Research Institute slightly higher, moving it from ¥5,690 to ¥5,730, reflecting updated assumptions on the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News The Board of Directors authorized a share repurchase plan covering up to 21,000,000 shares, or 3.66% of outstanding shares, with a total purchase amount of ¥70,000 million.
6702
JP¥3,075.00
Fujitsu
7D
-16.7%
1Y
-4.4%

6702: Share Repurchases And Margin Improvements Will Support Future Upside

Analysts have maintained their Fujitsu price target at ¥3,960. They point to adjusted assumptions around revenue growth, profit margins, and a slightly lower future P/E multiple as the main drivers behind the unchanged view.
6701
JP¥4,035.00
NEC
7D
-9.2%
1Y
12.1%

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).
4768
JP¥2,854.00
Otsuka
7D
-3.6%
1Y
-2.4%

Otsuka Corporation Just Recorded A 9.6% EPS Beat: Here's What Analysts Are Forecasting Next

May 03
Otsuka Corporation Just Recorded A 9.6% EPS Beat: Here's What Analysts Are Forecasting Next
2327
JP¥3,566.00
NS Solutions
7D
-3.9%
1Y
2.6%

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
5250
JP¥1,355.00
GMO Prime StrategyLtd
7D
27.2%
1Y
28.3%
8056
JP¥4,393.00
BIPROGY
7D
-5.6%
1Y
-18.9%
4709
JP¥1,031.00
ID Holdings
7D
14.3%
1Y
0.7%
4373
JP¥921.00
Simplex Holdings
7D
4.5%
1Y
7.6%
4417
JP¥2,682.00
Global Security Experts
7D
7.3%
1Y
-7.0%
4812
JP¥2,167.00
Dentsu Soken
7D
1.1%
1Y
10.0%

Here's What Analysts Are Forecasting For Dentsu Soken Inc. (TSE:4812) After Its First-Quarter Results

Apr 30
Here's What Analysts Are Forecasting For Dentsu Soken Inc. (TSE:4812) After Its First-Quarter Results
4684
JP¥4,109.00
OBICLtd
7D
-4.3%
1Y
-19.0%
4819
JP¥2,511.00
Digital Garage
7D
1.3%
1Y
-44.3%
4419
JP¥1,126.00
Finatext Holdings
7D
1.8%
1Y
15.8%
3626
JP¥3,399.00
TIS
7D
-4.7%
1Y
-19.1%
4499
JP¥2,741.00
Speee
7D
7.8%
1Y
35.6%