Narrative Update • Jul 24
Over the last 7 days, the Systems Software industry has dropped 2.1%, driven by declines in Trend Micro and Oracle Corporation Japan of 3.3% and 2.4%, respectively. Meanwhile, ELEMENTS actually outperformed within the industry, gaining 11% in the last week. Overall the industry is down 36% in 12 months. Looking forward, earnings are forecast to grow by 8.9% annually.
Has the Japanese Systems Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 28 Jul 2026 | JP¥2.5t | JP¥941.7b | JP¥140.3b | 16.6x | 18.1x | 2.7x |
| Thu, 25 Jun 2026 | JP¥2.4t | JP¥932.3b | JP¥138.6b | 16.4x | 17.5x | 2.6x |
| Sat, 23 May 2026 | JP¥2.6t | JP¥929.1b | JP¥138.2b | 16.3x | 19.1x | 2.8x |
| Mon, 20 Apr 2026 | JP¥2.7t | JP¥919.2b | JP¥132.9b | 17x | 20.6x | 3x |
| Wed, 18 Mar 2026 | JP¥2.6t | JP¥914.6b | JP¥131.3b | 17.2x | 19.6x | 2.8x |
| Fri, 13 Feb 2026 | JP¥2.7t | JP¥901.2b | JP¥130.7b | 17x | 20.8x | 3x |
| Sun, 11 Jan 2026 | JP¥3.2t | JP¥898.9b | JP¥130.2b | 17.8x | 24.8x | 3.6x |
| Tue, 09 Dec 2025 | JP¥3.4t | JP¥888.8b | JP¥129.1b | 17x | 26.4x | 3.8x |
| Thu, 06 Nov 2025 | JP¥3.6t | JP¥881.6b | JP¥121.6b | 18.7x | 29.7x | 4.1x |
| Sat, 04 Oct 2025 | JP¥3.7t | JP¥880.5b | JP¥121.2b | 18x | 30.1x | 4.1x |
| Mon, 01 Sep 2025 | JP¥3.8t | JP¥880.6b | JP¥118.4b | 20.4x | 32x | 4.3x |
| Wed, 30 Jul 2025 | JP¥4.0t | JP¥876.9b | JP¥119.1b | 19.5x | 33.7x | 4.6x |
| Fri, 27 Jun 2025 | JP¥4.3t | JP¥873.8b | JP¥119.1b | 19x | 35.8x | 4.9x |
| Sun, 25 May 2025 | JP¥4.3t | JP¥871.1b | JP¥118.5b | 18.6x | 36.1x | 4.9x |
| Tue, 22 Apr 2025 | JP¥4.0t | JP¥865.3b | JP¥122.9b | 17.4x | 32.8x | 4.7x |
| Thu, 20 Mar 2025 | JP¥3.8t | JP¥856.8b | JP¥120.8b | 17.9x | 31.5x | 4.4x |
| Sat, 15 Feb 2025 | JP¥4.6t | JP¥1.2t | JP¥130.6b | 19.6x | 35.4x | 4x |
| Mon, 13 Jan 2025 | JP¥4.2t | JP¥1.1t | JP¥126.9b | 17.5x | 32.8x | 3.7x |
| Wed, 11 Dec 2024 | JP¥4.2t | JP¥1.1t | JP¥128.6b | 19.5x | 32.7x | 3.7x |
| Fri, 08 Nov 2024 | JP¥4.2t | JP¥1.1t | JP¥120.7b | 20.8x | 35x | 3.7x |
| Sun, 06 Oct 2024 | JP¥4.1t | JP¥1.1t | JP¥121.0b | 20.8x | 33.8x | 3.6x |
| Tue, 03 Sep 2024 | JP¥4.0t | JP¥1.1t | JP¥121.0b | 21.7x | 33x | 3.5x |
| Thu, 01 Aug 2024 | JP¥3.6t | JP¥1.1t | JP¥114.6b | 17.4x | 31.4x | 3.2x |
| Sat, 29 Jun 2024 | JP¥3.4t | JP¥1.1t | JP¥114.2b | 18.8x | 29.7x | 3x |
| Mon, 27 May 2024 | JP¥3.5t | JP¥1.1t | JP¥114.0b | 17.9x | 31x | 3.1x |
| Wed, 24 Apr 2024 | JP¥3.6t | JP¥1.1t | JP¥99.4b | 19x | 35.8x | 3.2x |
| Fri, 22 Mar 2024 | JP¥3.6t | JP¥1.1t | JP¥99.2b | 20.4x | 36.6x | 3.3x |
| Sun, 18 Feb 2024 | JP¥3.5t | JP¥1.1t | JP¥97.1b | 19.7x | 35.7x | 3.2x |
| Tue, 16 Jan 2024 | JP¥3.7t | JP¥1.1t | JP¥93.8b | 21.1x | 39.1x | 3.4x |
| Thu, 14 Dec 2023 | JP¥3.4t | JP¥1.1t | JP¥93.6b | 21.4x | 36.7x | 3.2x |
| Sat, 11 Nov 2023 | JP¥3.2t | JP¥1.1t | JP¥96.8b | 24.1x | 33.3x | 3x |
| Mon, 09 Oct 2023 | JP¥3.0t | JP¥1.0t | JP¥108.7b | 25.1x | 28x | 2.9x |
| Wed, 06 Sep 2023 | JP¥3.0t | JP¥1.0t | JP¥108.4b | 24.9x | 27.6x | 2.9x |
| Fri, 04 Aug 2023 | JP¥3.0t | JP¥1.0t | JP¥110.0b | 24.4x | 27.4x | 2.9x |
27.4x
How does Japanese Systems Software compare with similar industries?
| JP Market | 2.14% | |
| Tech | 2.16% | |
| Software | -0.67% | |
| Systems Software | -2.10% | |
| Application Software | 0.21% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 4716 Oracle Corporation Japan | JP¥8.68k | 1.9% +JP¥21.1b | -45.9% | PE17.5x | |
| 9692 Computer Engineering & Consulting | JP¥2.28k | 4.8% +JP¥3.3b | 1.9% | PE12.9x | |
| 5246 ELEMENTS | JP¥789.00 | 11.9% +JP¥2.3b | -30.5% | PE447.5x | |
| 4441 Tobila Systems | JP¥1.65k | 9.7% +JP¥1.5b | 50.7% | PE28x | |
| 3817 SRA Holdings | JP¥4.63k | 2.4% +JP¥1.4b | 1.0% | PE10.4x |