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Japanese (NIKKEI) Software Industry Analysis

UpdatedJan 31, 2026
DataAggregated Company Financials
Companies184
  • 7D-5.6%
  • 3M-16.0%
  • 1Y-11.2%
  • YTD-8.8%

Over the last 7 days, the Software industry has dropped 5.6%, driven by Oracle Corporation Japan declining 6.7%. In contrast, AnyMind Group has gained 6.5%. The industry has fallen 11% in the last year. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 01 Feb 2026JP¥7.2tJP¥2.5tJP¥265.5b19.2x27.1x2.9x
Tue, 30 Dec 2025JP¥8.1tJP¥2.4tJP¥255.6b20.3x31.5x3.3x
Thu, 27 Nov 2025JP¥8.2tJP¥2.4tJP¥252.5b19.2x32.5x3.4x
Sat, 25 Oct 2025JP¥8.6tJP¥2.4tJP¥236.2b22x36.6x3.6x
Mon, 22 Sep 2025JP¥9.2tJP¥2.4tJP¥234.9b21.8x39.2x3.9x
Wed, 20 Aug 2025JP¥9.2tJP¥2.4tJP¥232.8b21.2x39.5x3.9x
Fri, 18 Jul 2025JP¥9.0tJP¥2.3tJP¥225.1b20.7x39.8x3.8x
Sun, 15 Jun 2025JP¥9.0tJP¥2.3tJP¥232.6b20.9x38.8x3.9x
Tue, 13 May 2025JP¥8.8tJP¥2.3tJP¥229.3b21.3x38.4x3.9x
Thu, 10 Apr 2025JP¥7.5tJP¥2.2tJP¥226.8b17.2x33.3x3.4x
Sat, 08 Mar 2025JP¥8.0tJP¥2.2tJP¥225.3b19.6x35.6x3.6x
Mon, 03 Feb 2025JP¥8.7tJP¥2.5tJP¥219.6b21.2x39.5x3.5x
Wed, 01 Jan 2025JP¥8.7tJP¥2.5tJP¥220.8b22.6x39.4x3.5x
Fri, 29 Nov 2024JP¥8.6tJP¥2.5tJP¥220.1b21.7x38.9x3.5x
Sun, 27 Oct 2024JP¥8.2tJP¥2.4tJP¥205.1b21.2x39.9x3.4x
Tue, 24 Sep 2024JP¥8.5tJP¥2.4tJP¥202.8b22.2x41.7x3.5x
Thu, 22 Aug 2024JP¥8.0tJP¥2.4tJP¥204.0b20.4x39.2x3.3x
Sat, 20 Jul 2024JP¥7.9tJP¥2.4tJP¥188.9b23.2x41.9x3.3x
Mon, 17 Jun 2024JP¥7.5tJP¥2.4tJP¥187.1b22x39.9x3.1x
Wed, 15 May 2024JP¥7.7tJP¥2.3tJP¥175.5b22.6x44x3.3x
Fri, 12 Apr 2024JP¥7.7tJP¥2.3tJP¥167.7b23x46.1x3.3x
Sun, 10 Mar 2024JP¥8.0tJP¥2.3tJP¥164.0b24.4x48.9x3.5x
Tue, 06 Feb 2024JP¥7.9tJP¥2.3tJP¥166.9b24.3x47.4x3.4x
Thu, 04 Jan 2024JP¥7.6tJP¥2.3tJP¥162.4b22.1x46.6x3.3x
Sat, 02 Dec 2023JP¥7.7tJP¥2.3tJP¥162.6b22.5x47.4x3.4x
Mon, 30 Oct 2023JP¥6.6tJP¥2.2tJP¥175.2b22.5x37.7x2.9x
Wed, 27 Sep 2023JP¥6.9tJP¥2.2tJP¥171.0b24.8x40.2x3.1x
Fri, 25 Aug 2023JP¥7.0tJP¥2.2tJP¥171.9b23.8x40.6x3.1x
Sun, 23 Jul 2023JP¥7.2tJP¥2.2tJP¥167.5b24.4x43.1x3.3x
Tue, 20 Jun 2023JP¥8.1tJP¥2.2tJP¥167.0b24.6x48.3x3.7x
Thu, 18 May 2023JP¥7.2tJP¥2.1tJP¥173.6b22.5x41.4x3.3x
Sat, 15 Apr 2023JP¥7.0tJP¥2.1tJP¥169.9b23x40.9x3.3x
Mon, 13 Mar 2023JP¥6.7tJP¥2.1tJP¥170.5b23.1x39.2x3.2x
Wed, 08 Feb 2023JP¥6.7tJP¥2.0tJP¥181.6b24.2x36.9x3.3x
Price to Earnings Ratio

36.9x


Total Market Cap: JP¥6.7tTotal Earnings: JP¥181.6bTotal Revenue: JP¥2.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Software Industry Price to Earnings3Y Average 40.2x202420252026
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 27.1x which is lower than its 3-year average PE of 40.2x.
  • The 3-year average PS ratio of 3.4x is higher than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Software industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 6.2% 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-1.66%
Tech-1.02%
Software-5.64%
Systems Software-4.93%
Application Software-6.10%
Industry PE
  • Investors are most optimistic about the Application Software industry even though it's trading below its 3-year average PE ratio of 54.7x.
    • Analysts expect its future annual earnings growth (24.3%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Systems Software industry, which is trading below its 3-year average of 31.3x.
Forecasted Growth
  • Analysts are most optimistic on the Application Software industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Systems Software industry is expected to see its earnings grow by 9.2% 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
5027 AnyMind GroupJP¥671.006.5%
+JP¥2.5b		-43.0%PE24.6x
3692 FFRI SecurityJP¥9.25k2.9%
+JP¥2.1b		258.8%PE63x
4412 Science ArtsJP¥2.35k9.7%
+JP¥1.7b		329.2%PE116.1x
3853 AsteriaJP¥1.30k5.5%
+JP¥1.1b		117.6%PE18.9x
3773 Advanced MediaJP¥1.08k4.9%
+JP¥783.0m		-3.7%PE11.1x

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Catalysts About Oracle Corporation Japan Oracle Corporation Japan provides cloud, database and enterprise software services to customers across multiple industries in Japan. What are the underlying business or industry changes driving this perspective?
4704
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4412
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3692
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441A
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NE
7D
5.2%
1Y
n/a
5027
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7D
6.5%
1Y
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4686
JP¥4,780.00
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7D
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1Y
41.8%

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JP¥880.60
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3773
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