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Japanese (NIKKEI) Software Industry Analysis

UpdatedDec 08, 2022
DataAggregated Company Financials
Companies168
  • 7D-4.6%
  • 3M-3.8%
  • 1Y-22.5%
  • YTD-16.0%

Over the last 7 days, the Software industry has dropped 2.9%, driven by Trend Micro declining 4.3%. Meanwhile, SpiderPlus actually outperformed within the industry, gaining 9.2% in the last week. The industry has fallen 23% in the last year. As for the next few years, earnings are expected to grow by 29% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 08 Dec 2022JP¥6.3tJP¥2.0tJP¥182.2b22.4x34.7x3.1x
Sat, 05 Nov 2022JP¥6.2tJP¥2.0tJP¥182.3b23.4x33.8x3.1x
Mon, 03 Oct 2022JP¥6.0tJP¥2.0tJP¥188.4b23.2x32.1x3.1x
Wed, 31 Aug 2022JP¥6.5tJP¥2.0tJP¥186.6b24x34.9x3.3x
Fri, 29 Jul 2022JP¥6.3tJP¥1.9tJP¥198.0b24.1x31.7x3.2x
Sun, 26 Jun 2022JP¥5.9tJP¥2.0tJP¥200.4b22.8x29.3x3x
Tue, 24 May 2022JP¥6.2tJP¥1.9tJP¥198.4b22.8x31.1x3.2x
Thu, 21 Apr 2022JP¥6.4tJP¥1.9tJP¥201.7b22.7x31.7x3.4x
Sat, 19 Mar 2022JP¥6.4tJP¥1.9tJP¥203.5b22x31.6x3.4x
Mon, 14 Feb 2022JP¥6.5tJP¥1.9tJP¥202.7b21x31.9x3.4x
Wed, 12 Jan 2022JP¥6.7tJP¥1.9tJP¥198.5b21.2x33.9x3.6x
Fri, 10 Dec 2021JP¥8.0tJP¥1.9tJP¥200.9b24.5x40x4.3x
Sun, 07 Nov 2021JP¥8.7tJP¥1.8tJP¥189.7b26.8x45.9x4.7x
Tue, 05 Oct 2021JP¥8.2tJP¥1.8tJP¥183.2b28x45x4.5x
Thu, 02 Sep 2021JP¥8.2tJP¥1.9tJP¥183.4b30.2x45x4.4x
Sat, 31 Jul 2021JP¥7.6tJP¥1.9tJP¥183.4b28.1x41.2x4.1x
Tue, 04 May 2021JP¥8.0tJP¥1.8tJP¥180.3b34.3x44.1x4.4x
Fri, 05 Feb 2021JP¥8.0tJP¥1.8tJP¥168.1b34.7x47.3x4.5x
Mon, 09 Nov 2020JP¥7.3tJP¥1.8tJP¥157.4b34.7x46.3x4.2x
Sun, 02 Aug 2020JP¥7.0tJP¥1.8tJP¥162.7b31.2x42.7x4x
Wed, 06 May 2020JP¥6.0tJP¥1.7tJP¥156.0b25x38.2x3.4x
Sat, 08 Feb 2020JP¥5.9tJP¥1.7tJP¥151.8b29.4x39.1x3.5x
Price to Earnings Ratio

40.9x


Total Market Cap: JP¥6.1tTotal Earnings: JP¥150.0bTotal Revenue: JP¥1.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Software Industry Price to Earnings3Y Average 39.6x20212022
Current Industry PE
  • Investors are pessimistic on the Japanese Software 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 34.8x which is lower than its 3-year average PE of 39.6x.
  • The 3-year average PS ratio of 3.8x is higher than the industry's current PS ratio of 3.2x.
Past Earnings Growth
  • The earnings for companies in the Software industry have grown 6.7% per year over the last three years.
  • Revenues for these companies have grown 5.9% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Japanese Tech industry?

JP Market-1.88%
Tech-3.34%
Software-4.64%
Systems Software-3.54%
Application Software-5.46%
Industry PE
  • Investors are most optimistic about the Application Software industry which is trading above its 3-year average PE ratio of 59.9x.
    • Analysts are expecting annual earnings growth of 43.5%, which is higher than its past year's earnings growth of 9.4% per year.
  • Investors are most pessimistic about the Systems Software industry, which is trading below its 3-year average of 27.3x.
Forecasted Growth
  • Analysts are most optimistic on the Application Software industry, expecting annual earnings growth of 44% over the next 5 years.
  • This is better than its past earnings growth rate of 9.4% per year.
  • In contrast, the Systems Software industry is expected to see its earnings grow by 8.2% 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
3854 I'LLJP¥2.09k7.3%
+JP¥3.6b
27.6%PE38.1x
4813 AccessJP¥922.008.0%
+JP¥2.6b
26.5%PS2.6x
4375 SafieJP¥995.004.2%
+JP¥2.1b
-61.1%PS5.9x
4192 SpiderPlusJP¥842.007.1%
+JP¥1.9b
-43.9%PS11.9x
4431 SmaregiJP¥1.73k5.6%
+JP¥1.8b
-39.3%PE59.3x
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Latest News

4716

JP¥7,920.00

Oracle Corporation Japan

7D

-2.6%

1Y

-23.7%

4776

JP¥2,383.00

Cybozu

7D

1.0%

1Y

11.4%

4478

JP¥3,070.00

freee K.K

7D

-8.9%

1Y

-53.0%

4704

JP¥6,490.00

Trend Micro

7D

-4.7%

1Y

-4.8%

4813

JP¥922.00

Access

7D

8.0%

1Y

26.5%

3994

JP¥4,750.00

Money Forward

7D

-8.3%

1Y

-33.9%

4443

JP¥1,599.00

Sansan

7D

-9.8%

1Y

-40.0%

5136

JP¥1,590.00

tripla

7D

11.3%

1Y

n/a

4686

JP¥3,050.00

JustSystems

7D

-7.4%

1Y

-44.1%

4431

JP¥1,728.00

Smaregi

7D

5.6%

1Y

-39.3%

4375

JP¥995.00

Safie

7D

4.2%

1Y

-61.1%

4192

JP¥842.00

SpiderPlus

7D

7.1%

1Y

-43.9%

3923

JP¥1,706.00

Rakus

7D

-7.5%

1Y

-46.4%

3741

JP¥2,509.00

Systems Engineering ConsultantsLTD

7D

8.1%

1Y

8.9%

3854

JP¥2,094.00

I'LL

7D

7.3%

1Y

27.6%

4733

JP¥4,350.00

OBIC Business Consultants

7D

-7.8%

1Y

-13.3%