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Japanese (NIKKEI) IT Industry Analysis

UpdatedDec 14, 2025
DataAggregated Company Financials
Companies216
  • 7D0.5%
  • 3M6.9%
  • 1Y37.5%
  • YTD40.1%

The IT is pretty flat in the last 7 days, but Fujitsu has stood out, gaining 4.4%. As for the the longer term, the industry is up 37% over the past 12 months. As for the next few years, earnings are expected to grow by 8.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Dec 2025JP¥31.9tJP¥15.4tJP¥1.2t17.2x26.7x2.1x
Tue, 11 Nov 2025JP¥31.6tJP¥15.6tJP¥1.2t17.2x26.7x2x
Thu, 09 Oct 2025JP¥30.1tJP¥15.3tJP¥1.0t18.2x28.8x2x
Sat, 06 Sep 2025JP¥34.2tJP¥19.9tJP¥1.2t17.7x28.9x1.7x
Mon, 04 Aug 2025JP¥29.1tJP¥16.0tJP¥1.0t17.9x28.3x1.8x
Wed, 02 Jul 2025JP¥28.6tJP¥15.0tJP¥979.1b17.2x29.2x1.9x
Fri, 30 May 2025JP¥32.9tJP¥19.6tJP¥1.1t17.4x29.4x1.7x
Sun, 27 Apr 2025JP¥28.6tJP¥19.3tJP¥1.1t16.8x25.6x1.5x
Tue, 25 Mar 2025JP¥28.4tJP¥19.8tJP¥1.2t17.4x22.7x1.4x
Thu, 20 Feb 2025JP¥30.2tJP¥20.1tJP¥1.3t17.7x23.9x1.5x
Sat, 18 Jan 2025JP¥27.0tJP¥19.8tJP¥1.1t17.3x24.1x1.4x
Mon, 16 Dec 2024JP¥28.6tJP¥19.8tJP¥1.1t18.6x25.5x1.4x
Wed, 13 Nov 2024JP¥27.9tJP¥19.8tJP¥1.1t17.6x24.9x1.4x
Fri, 11 Oct 2024JP¥28.2tJP¥19.7tJP¥1.1t17.8x25.1x1.4x
Sun, 08 Sep 2024JP¥26.7tJP¥19.8tJP¥1.1t17.6x23.6x1.4x
Tue, 06 Aug 2024JP¥21.7tJP¥19.6tJP¥1.1t14.5x18.9x1.1x
Thu, 04 Jul 2024JP¥26.0tJP¥19.5tJP¥1.1t18.7x23.2x1.3x
Sat, 01 Jun 2024JP¥24.0tJP¥19.5tJP¥1.1t16.8x21.4x1.2x
Mon, 29 Apr 2024JP¥24.2tJP¥19.2tJP¥1.1t18.4x22.2x1.3x
Wed, 27 Mar 2024JP¥25.3tJP¥19.2tJP¥964.4b19.5x26.2x1.3x
Fri, 23 Feb 2024JP¥24.3tJP¥19.1tJP¥964.6b18.5x25.2x1.3x
Sun, 21 Jan 2024JP¥24.7tJP¥19.6tJP¥1.0t18.8x23.8x1.3x
Tue, 19 Dec 2023JP¥23.6tJP¥19.6tJP¥1.0t17.8x22.9x1.2x
Thu, 16 Nov 2023JP¥23.1tJP¥19.4tJP¥1.0t17.5x22.5x1.2x
Sat, 14 Oct 2023JP¥22.3tJP¥18.9tJP¥1.0t17.9x21.8x1.2x
Mon, 11 Sep 2023JP¥23.6tJP¥18.8tJP¥1.0t19.2x23.1x1.3x
Wed, 09 Aug 2023JP¥22.8tJP¥18.5tJP¥1.0t18.6x21.9x1.2x
Fri, 07 Jul 2023JP¥22.4tJP¥18.2tJP¥1.0t18.7x21.9x1.2x
Sun, 04 Jun 2023JP¥22.6tJP¥18.2tJP¥1.0t18.7x22.1x1.2x
Tue, 02 May 2023JP¥21.3tJP¥17.7tJP¥1.0t17.8x21.1x1.2x
Thu, 30 Mar 2023JP¥20.2tJP¥17.5tJP¥979.4b18.2x20.7x1.2x
Sat, 25 Feb 2023JP¥21.5tJP¥18.3tJP¥1.1t17.6x20.4x1.2x
Mon, 23 Jan 2023JP¥21.8tJP¥17.7tJP¥1.1t16.9x19.8x1.2x
Wed, 21 Dec 2022JP¥21.4tJP¥17.7tJP¥1.1t16.9x19.5x1.2x
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 24x202320242025
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 26.7x which is higher than its 3-year average PE of 24.0x.
  • 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 2.8% 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 Market1.69%
Tech1.02%
IT0.47%
Data Processing Services2.08%
IT Consulting0.49%
Internet Services and Infrastructure-0.44%
Industry PE
  • Investors are most optimistic about the IT Consulting industry which is trading above its 3-year average PE ratio of 23.7x.
    • Analysts are expecting annual earnings growth of 7.9%, which is lower than the prior year's growth of 16.1% per year.
  • Investors are most pessimistic about the Data Processing Services industry, which is trading below its 3-year average of 17.8x.
Forecasted Growth
  • Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the IT Consulting industry is expected to see its earnings grow by 7.9% 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
6702 FujitsuJP¥4.22k4.4%
+JP¥314.2b		48.3%PE26.8x
4307 Nomura Research InstituteJP¥6.18k2.3%
+JP¥78.0b		32.2%PE34.8x
4768 OtsukaJP¥3.31k4.8%
+JP¥57.3b		-10.8%PE19.8x
2327 NS SolutionsJP¥4.33k3.6%
+JP¥27.3b		3.9%PE29.5x
4812 Dentsu SokenJP¥7.89k2.7%
+JP¥13.7b		34.6%PE30.6x

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