Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Systems Software Industry Analysis

UpdatedDec 19, 2025
DataAggregated Company Financials
Companies38
  • 7D1.7%
  • 3M-15.6%
  • 1Y-5.0%
  • YTDn/a

In the last week, the Systems Software industry is up 1.7%, with Trend Micro leading the way, up 3.5%. In the same time, Digital Arts was down 5.2%. In the past year, the industry is down 5.0%. Looking forward, earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 20 Dec 2025JP¥3.4tJP¥891.8bJP¥129.1b18.1x26.3x3.8x
Mon, 17 Nov 2025JP¥3.6tJP¥886.0bJP¥128.2b17.8x28x4.1x
Wed, 15 Oct 2025JP¥3.7tJP¥880.5bJP¥121.2b18.4x30.2x4.2x
Fri, 12 Sep 2025JP¥4.0tJP¥875.0bJP¥121.5b21.2x32.7x4.5x
Sun, 10 Aug 2025JP¥3.9tJP¥877.0bJP¥117.0b21.1x33.8x4.5x
Tue, 08 Jul 2025JP¥4.2tJP¥876.7bJP¥119.6b18.6x34.8x4.8x
Thu, 05 Jun 2025JP¥4.4tJP¥871.2bJP¥118.7b18.1x36.7x5x
Sat, 03 May 2025JP¥4.2tJP¥866.1bJP¥123.0b17.6x34.1x4.8x
Mon, 31 Mar 2025JP¥4.1tJP¥865.0bJP¥122.8b17.7x33x4.7x
Wed, 26 Feb 2025JP¥3.9tJP¥855.1bJP¥121.0b17.1x32.6x4.6x
Fri, 24 Jan 2025JP¥4.2tJP¥1.1tJP¥128.7b17.8x32.7x3.7x
Sun, 22 Dec 2024JP¥4.2tJP¥1.1tJP¥128.6b18.7x32.4x3.6x
Tue, 19 Nov 2024JP¥4.1tJP¥1.1tJP¥129.5b20.9x32x3.6x
Thu, 17 Oct 2024JP¥4.2tJP¥1.1tJP¥120.8b20.1x35x3.7x
Sat, 14 Sep 2024JP¥4.0tJP¥1.1tJP¥118.5b21.6x34x3.6x
Mon, 12 Aug 2024JP¥3.7tJP¥1.1tJP¥116.6b15.7x31.6x3.2x
Wed, 10 Jul 2024JP¥3.5tJP¥1.1tJP¥114.2b18.8x30.6x3.1x
Fri, 07 Jun 2024JP¥3.4tJP¥1.1tJP¥114.0b17.9x29.8x3x
Sun, 05 May 2024JP¥3.7tJP¥1.1tJP¥99.4b19.2x36.7x3.3x
Tue, 02 Apr 2024JP¥3.5tJP¥1.1tJP¥99.2b20.1x35.7x3.2x
Thu, 29 Feb 2024JP¥3.6tJP¥1.1tJP¥97.8b20.6x37x3.3x
Sat, 27 Jan 2024JP¥3.6tJP¥1.1tJP¥94.6b20.2x37.9x3.4x
Mon, 25 Dec 2023JP¥3.4tJP¥1.1tJP¥93.8b21x36.7x3.2x
Wed, 22 Nov 2023JP¥3.4tJP¥1.1tJP¥93.2b21.7x36.1x3.2x
Fri, 20 Oct 2023JP¥3.0tJP¥1.0tJP¥108.7b23.5x27.7x2.9x
Sun, 17 Sep 2023JP¥3.0tJP¥1.0tJP¥107.3b24.6x27.9x2.9x
Tue, 15 Aug 2023JP¥3.0tJP¥1.0tJP¥108.3b24.5x27.3x2.8x
Thu, 13 Jul 2023JP¥3.1tJP¥1.0tJP¥110.1b25.3x28x3x
Sat, 10 Jun 2023JP¥3.2tJP¥1.0tJP¥109.7b26.8x29.3x3.1x
Mon, 08 May 2023JP¥3.0tJP¥1.0tJP¥117.9b21.5x25.5x3x
Wed, 05 Apr 2023JP¥2.9tJP¥1.0tJP¥118.0b20.5x24.8x2.9x
Fri, 03 Mar 2023JP¥2.9tJP¥998.5bJP¥117.7b20.8x24.4x2.9x
Sun, 29 Jan 2023JP¥2.8tJP¥975.0bJP¥131.1b22.1x21.5x2.9x
Tue, 27 Dec 2022JP¥2.7tJP¥974.6bJP¥131.1b20.8x20.4x2.7x
Price to Earnings Ratio

20.4x


Total Market Cap: JP¥2.7tTotal Earnings: JP¥131.1bTotal Revenue: JP¥974.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Systems Software Industry Price to Earnings3Y Average 31.2x202320242025
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 26.3x which is lower than its 3-year average PE of 31.2x.
  • The industry is trading close to its 3-year average PS ratio of 3.5x.
Past Earnings Growth
  • The earnings for companies in the Systems Software industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 2.9% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Comparison

How does Japanese Systems Software compare with similar industries?

JP Market0.11%
Tech-2.99%
Software1.44%
Systems Software1.75%
Application Software1.22%
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
4704 Trend MicroJP¥6.92k3.0%
+JP¥26.4b		-17.4%PE26.2x
4716 Oracle Corporation JapanJP¥13.70k1.4%
+JP¥25.0b		-6.0%PE29.1x
3854 I'LLJP¥2.52k4.3%
+JP¥2.6b		-7.2%PE17.2x
9692 Computer Engineering & ConsultingJP¥2.42k3.2%
+JP¥2.3b		25.7%PE17.4x
3997 TRADE WORKSJP¥390.008.0%
+JP¥1.1b		203.0%PE214.3x

Latest News

3694
JP¥510.00
OPTiM
7D
3.0%
1Y
-26.9%
3804
JP¥1,906.00
System D
7D
-6.3%
1Y
34.2%
3692
JP¥7,000.00
FFRI Security
7D
-3.3%
1Y
291.1%
4704
JP¥6,921.00
Trend Micro
7D
3.0%
1Y
-17.4%

4704: Expanding AI Security And Share Repurchases Will Drive Future Upside

Narrative Update on Trend Micro Analyst Price Target Analysts have modestly reduced their average price target on Trend Micro, cutting estimated fair value from approximately ¥9,150 to about ¥8,417. They are factoring in slightly higher discount rates, marginally lower long term profit margins, and a more conservative future price to earnings multiple, while revenue growth expectations remain stable.
4013
JP¥1,249.00
KinjiroLtd
7D
2.9%
1Y
213.8%
9692
JP¥2,423.00
Computer Engineering & Consulting
7D
3.2%
1Y
25.7%
3817
JP¥5,170.00
SRA Holdings
7D
-1.1%
1Y
24.1%
4716
JP¥13,695.00
Oracle Corporation Japan
7D
1.4%
1Y
-6.0%

4716: Future Earnings Power Will Support Further Upside Despite Higher Discount Rate

Analysts have modestly raised their price target on Oracle Corporation Japan, citing a slightly higher discount rate and future price-to-earnings assumptions that support a fair value estimate of ¥17,420.00. Valuation Changes Fair Value Estimate is unchanged at approximately ¥17,420.00, indicating no material revision to the intrinsic value assessment.
4258
JP¥2,897.00
AMIYA
7D
3.5%
1Y
75.6%

Estimating The Fair Value Of AMIYA Corporation (TSE:4258)

Dec 07
Estimating The Fair Value Of AMIYA Corporation (TSE:4258)
3854
JP¥2,515.00
I'LL
7D
4.3%
1Y
-7.2%
2326
JP¥6,340.00
Digital Arts
7D
-4.9%
1Y
5.5%
153A
JP¥1,200.00
Caulis
7D
-13.2%
1Y
-9.4%
3853
JP¥980.00
Asteria
7D
-2.4%
1Y
88.8%
3997
JP¥390.00
TRADE WORKS
7D
8.0%
1Y
203.0%
4752
JP¥1,624.00
Showa System Engineering
7D
-1.6%
1Y
28.0%
338A
JP¥5,090.00
ZenmuTech
7D
-2.9%
1Y
n/a