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Japanese (NIKKEI) IT Industry Analysis

UpdatedJan 09, 2026
DataAggregated Company Financials
Companies216
  • 7D2.2%
  • 3M10.6%
  • 1Y43.3%
  • YTD2.0%

The IT industry is up 1.7% in the last week, with NEC up 6.3%. This takes the industry's 12 month performance to a gain of 42%. As for the next few years, earnings are expected to grow by 8.7% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 09 Jan 2026JP¥32.5tJP¥15.4tJP¥1.2t17.7x27.1x2.1x
Sun, 07 Dec 2025JP¥31.8tJP¥15.4tJP¥1.2t17.2x26.6x2.1x
Tue, 04 Nov 2025JP¥31.6tJP¥15.5tJP¥1.2t17.3x26.8x2x
Thu, 02 Oct 2025JP¥33.9tJP¥19.9tJP¥1.2t18x28.6x1.7x
Sat, 30 Aug 2025JP¥34.7tJP¥19.9tJP¥1.2t17.6x29.3x1.7x
Mon, 28 Jul 2025JP¥27.7tJP¥15.0tJP¥983.6b17.6x28.2x1.8x
Wed, 25 Jun 2025JP¥28.0tJP¥15.0tJP¥979.4b17.1x28.6x1.9x
Fri, 23 May 2025JP¥32.2tJP¥19.6tJP¥1.1t17.1x28.8x1.6x
Sun, 20 Apr 2025JP¥28.2tJP¥19.5tJP¥1.2t16.4x22.8x1.4x
Tue, 18 Mar 2025JP¥29.1tJP¥20.0tJP¥1.3t17.1x23x1.5x
Thu, 13 Feb 2025JP¥30.0tJP¥20.0tJP¥1.3t17.5x23.9x1.5x
Sat, 11 Jan 2025JP¥27.8tJP¥19.8tJP¥1.1t17.5x24.8x1.4x
Mon, 09 Dec 2024JP¥28.0tJP¥19.8tJP¥1.1t17.9x24.9x1.4x
Wed, 06 Nov 2024JP¥26.4tJP¥19.7tJP¥1.1t16.9x23.6x1.3x
Fri, 04 Oct 2024JP¥27.9tJP¥19.7tJP¥1.1t17.5x24.9x1.4x
Sun, 01 Sep 2024JP¥26.5tJP¥19.7tJP¥1.1t17.9x23.4x1.3x
Tue, 30 Jul 2024JP¥26.1tJP¥19.6tJP¥1.1t18.3x22.8x1.3x
Thu, 27 Jun 2024JP¥25.2tJP¥19.5tJP¥1.1t17.8x22.4x1.3x
Sat, 25 May 2024JP¥24.2tJP¥19.5tJP¥1.1t17x21.5x1.2x
Mon, 22 Apr 2024JP¥23.9tJP¥19.2tJP¥965.5b17.9x24.7x1.2x
Wed, 20 Mar 2024JP¥25.6tJP¥19.2tJP¥964.4b19.6x26.6x1.3x
Fri, 16 Feb 2024JP¥24.0tJP¥19.2tJP¥963.1b18.3x24.9x1.3x
Sun, 14 Jan 2024JP¥25.0tJP¥19.6tJP¥1.0t18.6x24.1x1.3x
Tue, 12 Dec 2023JP¥23.7tJP¥19.6tJP¥1.0t18.1x22.9x1.2x
Thu, 09 Nov 2023JP¥22.6tJP¥19.4tJP¥1.0t18x22.3x1.2x
Sat, 07 Oct 2023JP¥22.5tJP¥18.8tJP¥1.0t18.2x22x1.2x
Mon, 04 Sep 2023JP¥23.5tJP¥18.8tJP¥1.0t19.3x23.1x1.2x
Wed, 02 Aug 2023JP¥22.9tJP¥18.4tJP¥1.0t18.7x22.1x1.2x
Fri, 30 Jun 2023JP¥22.9tJP¥18.2tJP¥1.0t19.1x22.4x1.3x
Sun, 28 May 2023JP¥21.8tJP¥18.2tJP¥1.0t18.3x21.3x1.2x
Tue, 25 Apr 2023JP¥20.7tJP¥17.5tJP¥978.7b17.9x21.2x1.2x
Thu, 23 Mar 2023JP¥20.0tJP¥17.5tJP¥980.3b17.4x20.4x1.1x
Sat, 18 Feb 2023JP¥21.6tJP¥18.3tJP¥1.1t17.8x20.5x1.2x
Mon, 16 Jan 2023JP¥21.4tJP¥17.7tJP¥1.1t16.8x19.5x1.2x
Price to Earnings Ratio

19.5x


Total Market Cap: JP¥21.4tTotal Earnings: JP¥1.1tTotal Revenue: JP¥17.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese IT Industry Price to Earnings3Y Average 24.1x202420252026
Current Industry PE
  • Investors are optimistic on the Japanese IT industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 27.0x which is higher than its 3-year average PE of 24.1x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the IT industry have grown 3.0% per year over the last three years.
  • Meanwhile revenues for these companies have declined 4.4% 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 Market2.09%
Tech3.18%
IT2.16%
Internet Services and Infrastructure2.35%
IT Consulting2.16%
Data Processing Services1.18%
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 41.3x.
    • Analysts are expecting annual earnings growth of 18.8%, which is lower than the prior year's growth of 23.5% per year.
  • Investors are most pessimistic about the Data Processing Services industry, which is trading close to its 3-year average of 17.6x.
Forecasted Growth
  • Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 19% over the next 5 years.
  • However this is lower than its past earnings growth rate of 23% per year.
  • In contrast, the IT Consulting industry is expected to see its earnings grow by 8.5% 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
6701 NECJP¥5.64k6.1%
+JP¥434.6b		115.1%PE32x
4307 Nomura Research InstituteJP¥6.17k2.4%
+JP¥83.7b		34.9%PE34.8x
6702 FujitsuJP¥4.35k0.6%
+JP¥42.3b		55.2%PE27.6x
8056 BIPROGYJP¥5.52k1.9%
+JP¥10.1b		22.4%PE17.5x
9449 GMO internet groupJP¥4.01k2.2%
+JP¥8.8b		51.9%PE24.1x

Latest News

4373
JP¥1,012.00
Simplex Holdings
7D
-3.7%
1Y
71.2%

Under The Bonnet, Simplex Holdings' (TSE:4373) Returns Look Impressive

Jan 07
Under The Bonnet, Simplex Holdings' (TSE:4373) Returns Look Impressive
4684
JP¥4,863.00
OBICLtd
7D
-1.2%
1Y
7.1%

Risks To Shareholder Returns Are Elevated At These Prices For OBIC Co.,Ltd. (TSE:4684)

Jan 07
Risks To Shareholder Returns Are Elevated At These Prices For OBIC Co.,Ltd. (TSE:4684)
9449
JP¥4,005.00
GMO internet group
7D
2.2%
1Y
51.9%

9449: Share Repurchases And Alliance Moves Will Support Stronger Shareholder Returns

Analysts have lifted their price target on GMO Internet Group to ¥5,000, citing updated assumptions for slightly higher revenue growth, a modestly lower profit margin, and a marginally higher future P/E multiple. What's in the News The Board of Directors authorized a share repurchase program on November 25, 2025, allowing GMO Internet Group to buy back up to 4,200,000 shares, or 4.14% of issued share capital, for up to ¥10,000 million, with the program running through February 12, 2026 (Key Developments).
6702
JP¥4,353.00
Fujitsu
7D
0.6%
1Y
55.2%
4307
JP¥6,167.00
Nomura Research Institute
7D
2.4%
1Y
34.9%

4307: Financial Platforms And Early Industrial IT Recovery Will Shape A Balanced Outlook

The analyst price target for Nomura Research Institute has been raised by ¥500 to ¥6,500, with analysts pointing to steadier financial platform services and early signs of recovery in industrial IT as key supports for the updated view. Analyst Commentary Analysts are recalibrating their views on Nomura Research Institute as they weigh steady progress in financial platform services against more tentative improvements in industrial IT.
4259
JP¥622.00
ExaWizards
7D
-2.4%
1Y
44.7%
3825
JP¥288.00
Remixpoint
7D
14.3%
1Y
-17.2%
6701
JP¥5,636.00
NEC
7D
6.1%
1Y
115.1%
3778
JP¥2,735.00
SAKURA Internet
7D
-1.6%
1Y
-40.4%
3626
JP¥5,105.00
TIS
7D
-2.9%
1Y
43.2%

TIS (TSE:3626) Is Due To Pay A Dividend Of ¥38.00

Dec 25
TIS (TSE:3626) Is Due To Pay A Dividend Of ¥38.00
9719
JP¥5,676.00
SCSK
7D
0.3%
1Y
75.4%
4768
JP¥3,203.00
Otsuka
7D
-0.9%
1Y
-7.5%
4812
JP¥2,723.00
Dentsu Soken
7D
-0.5%
1Y
46.7%
6947
JP¥5,180.00
Zuken
7D
6.0%
1Y
26.2%
8056
JP¥5,518.00
BIPROGY
7D
1.9%
1Y
22.4%
3697
JP¥953.70
SHIFT
7D
-2.9%
1Y
-24.7%