Narrative Update • Aug 26
In the last week, the IT industry is up 5.3%, with NEC up 7.6%. Meanwhile, Speee actually underperformed within the industry, shrinking 11% in the last week. This means that the industry has gained 4.4% 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 |
|---|---|---|---|---|---|---|
| Wed, 02 Sep 2026 | JP¥28.1t | JP¥15.5t | JP¥1.2t | 17x | 23.7x | 1.8x |
| Fri, 31 Jul 2026 | JP¥27.5t | JP¥15.4t | JP¥1.2t | 16.2x | 23.5x | 1.8x |
| Sun, 28 Jun 2026 | JP¥22.1t | JP¥15.2t | JP¥1.1t | 14x | 19.4x | 1.5x |
| Tue, 26 May 2026 | JP¥23.7t | JP¥15.2t | JP¥1.1t | 14.8x | 20.8x | 1.6x |
| Thu, 23 Apr 2026 | JP¥26.1t | JP¥15.1t | JP¥1.2t | 15.1x | 21.5x | 1.7x |
| Sat, 21 Mar 2026 | JP¥23.4t | JP¥15.1t | JP¥1.2t | 15x | 19.4x | 1.5x |
| Mon, 16 Feb 2026 | JP¥26.1t | JP¥15.8t | JP¥1.3t | 15.9x | 20.4x | 1.6x |
| Wed, 14 Jan 2026 | JP¥33.1t | JP¥15.4t | JP¥1.2t | 17.6x | 27.6x | 2.1x |
| Fri, 12 Dec 2025 | JP¥31.4t | JP¥15.4t | JP¥1.2t | 17.1x | 26.3x | 2x |
| Sun, 09 Nov 2025 | JP¥31.1t | JP¥15.6t | JP¥1.2t | 17.2x | 26.3x | 2x |
| Tue, 07 Oct 2025 | JP¥30.0t | JP¥15.3t | JP¥1.0t | 18.1x | 28.8x | 2x |
| Thu, 04 Sep 2025 | JP¥33.9t | JP¥19.9t | JP¥1.2t | 17.4x | 28.7x | 1.7x |
| Sat, 02 Aug 2025 | JP¥29.0t | JP¥15.1t | JP¥1.0t | 17.9x | 28.1x | 1.9x |
| Mon, 30 Jun 2025 | JP¥28.4t | JP¥15.0t | JP¥979.1b | 17.2x | 29x | 1.9x |
| Wed, 28 May 2025 | JP¥32.9t | JP¥19.6t | JP¥1.1t | 17.2x | 29.4x | 1.7x |
| Fri, 25 Apr 2025 | JP¥28.1t | JP¥19.5t | JP¥1.2t | 16.5x | 22.8x | 1.4x |
| Sun, 23 Mar 2025 | JP¥28.3t | JP¥19.5t | JP¥1.2t | 17.2x | 23x | 1.5x |
| Tue, 18 Feb 2025 | JP¥30.0t | JP¥20.1t | JP¥1.3t | 17.5x | 23.8x | 1.5x |
| Thu, 16 Jan 2025 | JP¥27.2t | JP¥19.8t | JP¥1.1t | 17x | 24.2x | 1.4x |
| Sat, 14 Dec 2024 | JP¥28.6t | JP¥19.8t | JP¥1.1t | 18.4x | 25.5x | 1.4x |
| Mon, 11 Nov 2024 | JP¥28.1t | JP¥19.8t | JP¥1.1t | 17.7x | 25.1x | 1.4x |
| Wed, 09 Oct 2024 | JP¥28.0t | JP¥19.7t | JP¥1.1t | 17.6x | 24.9x | 1.4x |
| Fri, 06 Sep 2024 | JP¥26.9t | JP¥19.8t | JP¥1.1t | 17.8x | 23.8x | 1.4x |
| Sun, 04 Aug 2024 | JP¥24.1t | JP¥19.6t | JP¥1.1t | 16.8x | 21x | 1.2x |
| Tue, 02 Jul 2024 | JP¥25.5t | JP¥19.5t | JP¥1.1t | 18.5x | 22.7x | 1.3x |
| Thu, 30 May 2024 | JP¥23.6t | JP¥19.5t | JP¥1.1t | 16.5x | 21x | 1.2x |
| Sat, 27 Apr 2024 | JP¥24.2t | JP¥19.2t | JP¥1.1t | 18.4x | 22.2x | 1.3x |
| Mon, 25 Mar 2024 | JP¥26.0t | JP¥19.2t | JP¥964.4b | 19.6x | 27x | 1.4x |
| Wed, 21 Feb 2024 | JP¥24.5t | JP¥19.1t | JP¥964.6b | 18.7x | 25.4x | 1.3x |
| Fri, 19 Jan 2024 | JP¥24.6t | JP¥19.6t | JP¥1.0t | 18.8x | 23.6x | 1.3x |
| Sun, 17 Dec 2023 | JP¥23.7t | JP¥19.6t | JP¥1.0t | 17.6x | 22.9x | 1.2x |
| Tue, 14 Nov 2023 | JP¥22.9t | JP¥19.4t | JP¥1.0t | 17.6x | 22.4x | 1.2x |
| Thu, 12 Oct 2023 | JP¥22.5t | JP¥18.8t | JP¥1.0t | 18.1x | 22.1x | 1.2x |
| Sat, 09 Sep 2023 | JP¥23.6t | JP¥18.8t | JP¥1.0t | 19.2x | 23.1x | 1.3x |
23.1x
Which industries have driven the changes within the Japanese Tech industry?
| JP Market | 1.96% | |
| Tech | 0.60% | |
| IT | 5.30% | |
| IT Consulting | 5.33% | |
| Internet Services and Infrastructure | 4.46% | |
| Data Processing Services | 2.16% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6702 Fujitsu | JP¥3.80k | 2.3% +JP¥147.5b | 9.4% | PE20.7x | |
| 6701 NEC | JP¥4.78k | 2.2% +JP¥137.9b | 10.1% | PE21.1x | |
| 4684 OBICLtd | JP¥4.96k | 3.9% +JP¥80.6b | -5.2% | PE27.3x | |
| 4307 Nomura Research Institute | JP¥5.14k | 2.1% +JP¥59.9b | -7.2% | PE155.7x | |
| 4812 Dentsu Soken | JP¥2.85k | 5.2% +JP¥27.7b | 32.3% | PE31.7x |