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Japanese (NIKKEI) Internet Services and Infrastructure Industry Analysis

UpdatedApr 22, 2026
DataAggregated Company Financials
Companies26
  • 7D8.5%
  • 3M-7.8%
  • 1Y-1.8%
  • YTDn/a

In the last week, the Internet Services and Infrastructure industry is up 8.5%, with GMO internet group leading the way, up 6.1%. Meanwhile, Speee actually underperformed within the industry, shrinking 5.8% in the last week. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

Has the Japanese Internet Services and Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 22 Apr 2026JP¥810.9bJP¥703.1bJP¥34.6b15.2x23.5x1.2x
Fri, 20 Mar 2026JP¥709.5bJP¥702.3bJP¥33.9b15.3x20.9x1x
Sun, 15 Feb 2026JP¥755.5bJP¥681.9bJP¥33.0b16.2x22.9x1.1x
Tue, 13 Jan 2026JP¥890.1bJP¥677.2bJP¥32.8b21.1x27.1x1.3x
Thu, 11 Dec 2025JP¥881.5bJP¥677.2bJP¥32.8b20.3x26.9x1.3x
Sat, 08 Nov 2025JP¥841.1bJP¥669.2bJP¥31.6b17.4x26.7x1.3x
Mon, 06 Oct 2025JP¥837.2bJP¥667.5bJP¥32.4b18.2x25.9x1.3x
Wed, 03 Sep 2025JP¥909.9bJP¥667.5bJP¥32.4b21.1x28.1x1.4x
Fri, 01 Aug 2025JP¥902.8bJP¥645.3bJP¥28.7b22.4x31.5x1.4x
Sun, 29 Jun 2025JP¥937.5bJP¥642.9bJP¥29.0b21x32.3x1.5x
Tue, 27 May 2025JP¥861.3bJP¥642.9bJP¥29.0b20.5x29.7x1.3x
Thu, 24 Apr 2025JP¥846.9bJP¥625.7bJP¥23.5b24.5x36.1x1.4x
Sat, 22 Mar 2025JP¥869.0bJP¥624.3bJP¥23.2b23.9x37.5x1.4x
Mon, 17 Feb 2025JP¥865.0bJP¥623.0bJP¥23.4b23.8x36.9x1.4x
Wed, 15 Jan 2025JP¥806.2bJP¥538.1bJP¥21.3b19.9x37.9x1.5x
Fri, 13 Dec 2024JP¥853.9bJP¥609.3bJP¥23.8b20.6x35.9x1.4x
Sun, 10 Nov 2024JP¥815.0bJP¥595.6bJP¥23.5b23x34.6x1.4x
Tue, 08 Oct 2024JP¥767.3bJP¥589.7bJP¥22.3b22.9x34.4x1.3x
Thu, 05 Sep 2024JP¥745.4bJP¥589.2bJP¥22.3b22.7x33.4x1.3x
Sat, 03 Aug 2024JP¥642.2bJP¥567.8bJP¥21.6b19.8x29.7x1.1x
Mon, 01 Jul 2024JP¥760.5bJP¥565.5bJP¥21.6b23.7x35.3x1.3x
Wed, 29 May 2024JP¥778.3bJP¥565.5bJP¥21.6b23x36.1x1.4x
Fri, 26 Apr 2024JP¥790.4bJP¥555.7bJP¥21.4b23.1x37x1.4x
Sun, 24 Mar 2024JP¥915.9bJP¥554.5bJP¥21.3b24.3x43.1x1.7x
Tue, 20 Feb 2024JP¥840.2bJP¥554.5bJP¥21.3b23x39.5x1.5x
Thu, 18 Jan 2024JP¥784.8bJP¥544.9bJP¥14.0b26.1x56.3x1.4x
Sat, 16 Dec 2023JP¥670.3bJP¥544.0bJP¥14.0b25.6x47.7x1.2x
Mon, 13 Nov 2023JP¥624.0bJP¥425.4bJP¥5.5b29.4x112.7x1.5x
Wed, 11 Oct 2023JP¥630.7bJP¥423.4bJP¥7.2b32.4x87.5x1.5x
Fri, 08 Sep 2023JP¥678.3bJP¥423.4bJP¥7.2b33.2x94.1x1.6x
Sun, 06 Aug 2023JP¥689.3bJP¥425.0bJP¥14.7b39.2x46.9x1.6x
Tue, 04 Jul 2023JP¥747.5bJP¥423.6bJP¥14.2b50.7x52.7x1.8x
Thu, 01 Jun 2023JP¥649.8bJP¥423.6bJP¥14.2b38.2x45.8x1.5x
Sat, 29 Apr 2023JP¥686.1bJP¥409.7bJP¥17.2b32x39.9x1.7x
Price to Earnings Ratio

39.9x


Total Market Cap: JP¥686.1bTotal Earnings: JP¥17.2bTotal Revenue: JP¥409.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Internet Services and Infrastructure Industry Price to Earnings3Y Average 40.2x202420252026
Current Industry PE
  • Investors are pessimistic on the Japanese Internet Services and Infrastructure 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 23.5x which is lower than its 3-year average PE of 40.2x.
  • The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Internet Services and Infrastructure industry have grown 26% per year over the last three years.
  • Revenues for these companies have grown 20% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Japanese Internet Services and Infrastructure compare with similar industries?

JP Market0.42%
Tech3.09%
IT7.28%
Internet Services and Infrastructure8.54%
IT Consulting7.24%
Data Processing Services1.09%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
9449 GMO internet groupJP¥3.26k5.8%
+JP¥17.6b		-4.4%PE19.3x
3778 SAKURA InternetJP¥3.73k12.0%
+JP¥16.0b		5.7%PE200.5x
3984 User LocalJP¥1.61k6.6%
+JP¥1.6b		0.4%PE15.5x
4475 Hennge K.KJP¥1.00k2.6%
+JP¥778.8m		-38.9%PE23.7x
3915 TerraSkyLtdJP¥1.84k0.5%
+JP¥129.1m		-30.6%PE15.1x

Latest News

3915
JP¥1,836.00
TerraSkyLtd
7D
0.5%
1Y
-30.6%

TerraSkyLtd's (TSE:3915) Earnings Are Weaker Than They Seem

Apr 22
TerraSkyLtd's (TSE:3915) Earnings Are Weaker Than They Seem
3788
JP¥2,038.00
GMO GlobalSign Holdings K.K
7D
-2.0%
1Y
-7.5%
3778
JP¥3,725.00
SAKURA Internet
7D
12.0%
1Y
5.7%
9449
JP¥3,261.00
GMO internet group
7D
5.8%
1Y
-4.4%

9449: AI Alliance And GPU Cloud Expansion Will Drive A More Upside-Skewed Outlook

Analysts now see GMO Internet Group’s fair value edging from ¥4,062.5 to ¥4,122.0. This reflects slightly adjusted assumptions on the discount rate, revenue growth, profit margins, and a lower future P/E of 17.22 versus 18.51 previously. What's in the News Board meeting on April 10, 2026 to consider a secondary offering of shares in consolidated subsidiary GMO Internet, Inc., via an underwriting syndicate led by joint lead managers (Key Developments).
4477
JP¥295.00
BASEInc
7D
-2.3%
1Y
-30.8%
5036
JP¥1,455.00
Japan Business Systems
7D
-1.7%
1Y
44.6%

If EPS Growth Is Important To You, Japan Business Systems (TSE:5036) Presents An Opportunity

Apr 13
If EPS Growth Is Important To You, Japan Business Systems (TSE:5036) Presents An Opportunity
4475
JP¥1,001.00
Hennge K.K
7D
2.6%
1Y
-38.9%
3914
JP¥2,480.00
JIG-SAW
7D
-4.4%
1Y
-14.7%
4499
JP¥2,545.00
Speee
7D
-5.2%
1Y
20.2%
3796
JP¥318.00
e-SeikatsuLtd
7D
-4.5%
1Y
25.2%
6050
JP¥1,632.00
E-Guardian
7D
-1.9%
1Y
-24.3%
3775
JP¥438.00
GaiaxLtd
7D
4.5%
1Y
-4.8%
3984
JP¥1,608.00
User Local
7D
6.6%
1Y
0.4%
3683
JP¥1,000.00
Cyberlinks
7D
-3.3%
1Y
-7.6%