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Japanese (NIKKEI) Software Industry Analysis

UpdatedJul 26, 2024
DataAggregated Company Financials
Companies178
  • 7D-3.7%
  • 3M2.3%
  • 1Y4.9%
  • YTD1.5%

Over the last 7 days, the Software industry has dropped 3.7%, driven by a pullback from OBIC Business Consultants of 14%. On the other hand Jedat is actually up 91%. In the past year, the industry has gained 4.9%. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jul 2024JP¥7.7tJP¥2.4tJP¥189.0b22x40.5x3.2x
Sun, 23 Jun 2024JP¥7.4tJP¥2.4tJP¥187.1b22.2x39.8x3.1x
Tue, 21 May 2024JP¥7.7tJP¥2.4tJP¥189.8b22.1x40.5x3.2x
Thu, 18 Apr 2024JP¥7.6tJP¥2.3tJP¥169.2b22.4x44.8x3.3x
Sat, 16 Mar 2024JP¥7.9tJP¥2.3tJP¥164.0b23.6x48x3.4x
Mon, 12 Feb 2024JP¥7.7tJP¥2.3tJP¥166.0b22.9x46.7x3.4x
Wed, 10 Jan 2024JP¥7.6tJP¥2.3tJP¥162.4b22.4x46.7x3.3x
Fri, 08 Dec 2023JP¥7.7tJP¥2.3tJP¥162.6b22.5x47.2x3.3x
Sun, 05 Nov 2023JP¥6.9tJP¥2.3tJP¥175.3b22.6x39.1x3x
Tue, 03 Oct 2023JP¥7.0tJP¥2.2tJP¥172.5b24.2x40.5x3.1x
Thu, 31 Aug 2023JP¥7.1tJP¥2.2tJP¥171.9b24.1x41.4x3.2x
Sat, 29 Jul 2023JP¥7.2tJP¥2.2tJP¥167.8b24.7x43x3.3x
Mon, 26 Jun 2023JP¥7.8tJP¥2.2tJP¥167.3b24.4x46.4x3.6x
Wed, 24 May 2023JP¥7.3tJP¥2.2tJP¥165.5b22.4x43.9x3.4x
Fri, 21 Apr 2023JP¥7.0tJP¥2.1tJP¥169.3b21.8x41.5x3.3x
Sun, 19 Mar 2023JP¥6.7tJP¥2.1tJP¥169.6b22.3x39.8x3.2x
Tue, 14 Feb 2023JP¥6.6tJP¥2.1tJP¥180.4b23.6x36.7x3.2x
Thu, 12 Jan 2023JP¥6.2tJP¥2.0tJP¥183.0b22x34x3.1x
Sat, 10 Dec 2022JP¥6.4tJP¥2.0tJP¥182.5b22.7x35.1x3.2x
Mon, 07 Nov 2022JP¥6.2tJP¥2.0tJP¥182.3b23.4x33.8x3.1x
Wed, 05 Oct 2022JP¥6.2tJP¥2.0tJP¥188.4b23.5x33.2x3.2x
Fri, 02 Sep 2022JP¥6.4tJP¥2.0tJP¥186.6b23.9x34.2x3.2x
Sun, 31 Jul 2022JP¥6.4tJP¥1.9tJP¥197.9b24.6x32.4x3.3x
Tue, 28 Jun 2022JP¥5.9tJP¥2.0tJP¥201.0b23.1x29.5x3x
Thu, 26 May 2022JP¥6.0tJP¥1.9tJP¥198.7b22.8x30.2x3.1x
Sat, 23 Apr 2022JP¥6.2tJP¥1.9tJP¥201.7b22.3x30.9x3.3x
Mon, 21 Mar 2022JP¥6.4tJP¥1.9tJP¥203.5b22x31.6x3.4x
Wed, 16 Feb 2022JP¥6.1tJP¥1.9tJP¥202.4b19.4x30x3.2x
Fri, 14 Jan 2022JP¥6.7tJP¥1.9tJP¥198.5b20.9x33.7x3.6x
Sun, 12 Dec 2021JP¥7.9tJP¥1.9tJP¥200.9b23.8x39.2x4.2x
Tue, 09 Nov 2021JP¥8.5tJP¥1.8tJP¥190.6b26x44.6x4.6x
Thu, 07 Oct 2021JP¥7.8tJP¥1.8tJP¥183.2b26.8x42.8x4.3x
Sat, 04 Sep 2021JP¥8.3tJP¥1.9tJP¥183.4b30.4x45.1x4.4x
Mon, 02 Aug 2021JP¥7.7tJP¥1.9tJP¥183.4b27.6x41.7x4.1x
Price to Earnings Ratio

41.7x


Total Market Cap: JP¥7.7tTotal Earnings: JP¥183.4bTotal Revenue: JP¥1.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Software Industry Price to Earnings3Y Average 39.3x202220232024
Current Industry PE
  • Investors are relatively neutral on the Japanese Software industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 39.3x.
  • The industry is trading close to its 3-year average PS ratio of 3.4x.
Past Earnings Growth
  • The earnings for companies in the Software industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 8.6% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

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

JP Market-5.18%
Tech-7.01%
Software-3.66%
Systems Software-1.03%
Application Software-5.81%
Industry PE
  • Investors are most optimistic about the Application Software industry, which is trading close to its 3-year average PE ratio of 60.5x.
    • Analysts are expecting annual earnings growth of 31.2%, which is higher than its past year's earnings growth of 14.7% per year.
  • Investors are most pessimistic about the Systems Software industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 27.2x.
Forecasted Growth
  • Analysts are most optimistic on the Application Software industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Systems Software industry is expected to see its earnings grow by 14% 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
3841 JedatJP¥2.30k91.4%
+JP¥4.2b
139.2%n/a
4704 Trend MicroJP¥7.23k0.3%
+JP¥3.3b
9.7%PE62.4x
4432 WingArc1stJP¥2.69k2.9%
+JP¥2.6b
2.9%PE17.4x
4813 AccessJP¥1.34k4.0%
+JP¥1.9b
48.9%PS3.1x
3850 NTT Data IntramartJP¥2.29k12.6%
+JP¥1.2b
30.1%PE31.7x
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Latest News

3841

JP¥2,301.00

Jedat

7D

91.4%

1Y

139.2%

5246

JP¥1,131.00

ELEMENTS

7D

-25.9%

1Y

59.1%

4478

JP¥2,500.00

freee K.K

7D

-4.4%

1Y

-19.6%

4704

JP¥7,227.00

Trend Micro

7D

0.3%

1Y

9.7%

4776

JP¥1,767.00

Cybozu

7D

-6.5%

1Y

-17.6%

4813

JP¥1,340.00

Access

7D

4.0%

1Y

48.9%

4448

JP¥478.00

kubell

7D

1.7%

1Y

-53.7%

4013

JP¥416.00

KinjiroLtd

7D

6.7%

1Y

-38.9%

9399

JP¥779.00

Beat Holdings

7D

87.7%

1Y

55.8%