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Japanese (NIKKEI) Systems Software Industry Analysis

UpdatedMar 15, 2026
DataAggregated Company Financials
Companies39
  • 7D-2.0%
  • 3M-22.8%
  • 1Y-30.0%
  • YTDn/a

Over the last 7 days, the Systems Software industry has dropped 2.0%, driven by a pullback from Oracle Corporation Japan of 2.3%. Meanwhile, Cyber Security Cloud actually outperformed within the industry, gaining 8.2% in the last week. However, the industry is down 30% over the past year. Looking forward, earnings are forecast to grow by 9.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 15 Mar 2026JP¥2.6tJP¥914.5bJP¥131.3b17.1x19.7x2.8x
Tue, 10 Feb 2026JP¥2.7tJP¥900.3bJP¥130.5b17.7x20.7x3x
Thu, 08 Jan 2026JP¥3.2tJP¥898.8bJP¥130.2b17.8x24.8x3.6x
Sat, 06 Dec 2025JP¥3.4tJP¥888.3bJP¥128.9b16.8x26.2x3.8x
Mon, 03 Nov 2025JP¥3.6tJP¥881.6bJP¥121.6b18.9x30x4.1x
Wed, 01 Oct 2025JP¥3.8tJP¥880.5bJP¥121.2b19.3x31.3x4.3x
Fri, 29 Aug 2025JP¥3.8tJP¥880.6bJP¥118.4b20.3x32.1x4.3x
Sun, 27 Jul 2025JP¥4.0tJP¥877.1bJP¥119.2b19.3x33.7x4.6x
Tue, 24 Jun 2025JP¥4.2tJP¥873.8bJP¥119.1b19.2x35.2x4.8x
Thu, 22 May 2025JP¥4.2tJP¥871.1bJP¥118.5b18.9x35.8x4.9x
Sat, 19 Apr 2025JP¥4.0tJP¥865.3bJP¥122.9b17.4x32.9x4.7x
Mon, 17 Mar 2025JP¥3.7tJP¥856.7bJP¥120.8b17.8x30.7x4.3x
Wed, 12 Feb 2025JP¥4.3tJP¥1.1tJP¥128.9b18.1x33.1x3.7x
Fri, 10 Jan 2025JP¥4.2tJP¥1.1tJP¥128.8b18.7x32.4x3.6x
Sun, 08 Dec 2024JP¥4.2tJP¥1.1tJP¥128.6b19.3x32.8x3.7x
Tue, 05 Nov 2024JP¥4.1tJP¥1.1tJP¥120.7b19.7x33.8x3.6x
Thu, 03 Oct 2024JP¥4.1tJP¥1.1tJP¥121.0b21.6x34.1x3.6x
Sat, 31 Aug 2024JP¥4.0tJP¥1.1tJP¥121.0b21.8x33x3.5x
Mon, 29 Jul 2024JP¥3.5tJP¥1.1tJP¥114.6b17.6x30.7x3.1x
Wed, 26 Jun 2024JP¥3.4tJP¥1.1tJP¥114.1b18.8x30x3x
Fri, 24 May 2024JP¥3.5tJP¥1.1tJP¥114.0b18.1x31.1x3.1x
Sun, 21 Apr 2024JP¥3.5tJP¥1.1tJP¥99.4b18.9x35.1x3.1x
Tue, 19 Mar 2024JP¥3.7tJP¥1.1tJP¥98.2b20.7x37.3x3.3x
Thu, 15 Feb 2024JP¥3.6tJP¥1.1tJP¥99.9b18.5x36.4x3.3x
Sat, 13 Jan 2024JP¥3.6tJP¥1.1tJP¥93.8b21.5x38.8x3.4x
Mon, 11 Dec 2023JP¥3.5tJP¥1.1tJP¥93.3b21.3x37.4x3.3x
Wed, 08 Nov 2023JP¥3.0tJP¥1.0tJP¥108.8b23.9x27.9x2.9x
Fri, 06 Oct 2023JP¥3.1tJP¥1.0tJP¥108.7b25.3x28.1x2.9x
Sun, 03 Sep 2023JP¥3.0tJP¥1.0tJP¥108.4b24.7x27.7x2.9x
Tue, 01 Aug 2023JP¥3.1tJP¥1.0tJP¥110.0b25.2x28.1x3x
Thu, 29 Jun 2023JP¥3.3tJP¥1.0tJP¥110.1b25.5x29.7x3.2x
Sat, 27 May 2023JP¥3.1tJP¥1.0tJP¥109.5b26x28.5x3.1x
Mon, 24 Apr 2023JP¥2.9tJP¥1.0tJP¥118.1b20.1x24.6x2.9x
Wed, 22 Mar 2023JP¥2.8tJP¥1.0tJP¥117.6b20.2x23.6x2.8x
Price to Earnings Ratio

23.6x


Total Market Cap: JP¥2.8tTotal Earnings: JP¥117.6bTotal Revenue: JP¥1.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Systems Software Industry Price to Earnings3Y Average 31.2x202420252026
Current Industry PE
  • Investors are pessimistic on the Japanese Systems 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 19.7x which is lower than its 3-year average PE of 31.2x.
  • The 3-year average PS ratio of 3.6x is higher than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Systems Software industry have grown 3.7% per year over the last three years.
  • Meanwhile revenues for these companies have declined 3.0% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Comparison

How does Japanese Systems Software compare with similar industries?

JP Market-2.28%
Tech-3.61%
Software-3.44%
Systems Software-2.02%
Application Software-4.38%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
4493 Cyber Security CloudJP¥1.79k8.2%
+JP¥1.4b		1.6%PE22.4x
135A VRAIN SolutionJP¥2.60k5.1%
+JP¥1.3b		27.3%PE75.7x
9692 Computer Engineering & ConsultingJP¥2.00k1.9%
+JP¥1.1b		-9.4%PE11.7x
3927 Fuva BrainJP¥1.11k20.0%
+JP¥988.7m		61.3%PE14.1x
2326 Digital ArtsJP¥5.34k1.1%
+JP¥806.6m		-14.3%PE21.5x

Latest News

9692
JP¥2,003.00
Computer Engineering & Consulting
7D
1.9%
1Y
-9.4%
135A
JP¥2,596.00
VRAIN Solution
7D
5.1%
1Y
27.3%
4493
JP¥1,791.00
Cyber Security Cloud
7D
8.2%
1Y
1.6%
3927
JP¥1,110.00
Fuva Brain
7D
20.0%
1Y
61.3%
4716
JP¥9,325.00
Oracle Corporation Japan
7D
-2.3%
1Y
-32.5%

4716: Future Earnings Power Will Support Upside With Stable Profitability Assumptions

Analysts have kept their fair value estimate for Oracle Corporation Japan steady at ¥15,414, with only slight tweaks to inputs such as the discount rate and assumed future P/E contributing to the unchanged price target. Valuation Changes Fair Value: unchanged at ¥15,414, indicating the updated inputs offset each other.
4704
JP¥5,381.00
Trend Micro
7D
-2.3%
1Y
-46.0%

4704: Buybacks And 2026 Guidance Will Support Further Share Upside

Analysts have trimmed their price target on Trend Micro by about ¥400. This reflects slightly adjusted assumptions around fair value, discount rate, revenue growth and profit margins, while keeping expected future P/E broadly similar.
3997
JP¥429.00
TRADE WORKS
7D
-10.1%
1Y
222.8%
4719
JP¥3,490.00
Alpha Systems
7D
-3.7%
1Y
3.4%
4258
JP¥3,060.00
AMIYA
7D
-3.8%
1Y
71.9%
3853
JP¥1,238.00
Asteria
7D
-4.2%
1Y
118.0%
3817
JP¥4,785.00
SRA Holdings
7D
-3.6%
1Y
5.6%
3692
JP¥7,550.00
FFRI Security
7D
-3.7%
1Y
149.6%
3698
JP¥964.00
CRI Middleware
7D
0.9%
1Y
3.7%
2326
JP¥5,340.00
Digital Arts
7D
1.1%
1Y
-14.3%
3804
JP¥1,572.00
System D
7D
6.9%
1Y
0.8%