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Japanese (NIKKEI) Systems Software Industry Analysis

UpdatedMar 11, 2026
DataAggregated Company Financials
Companies39
  • 7D4.5%
  • 3M-21.1%
  • 1Y-29.0%
  • YTDn/a

The Systems Software industry is up 1.1% in the last week, with Trend Micro up 8.3%. Meanwhile, FFRI Security actually underperformed within the industry, shrinking 5.3% in the last week. However, the industry is down 30% over the past year. As for the next few years, earnings are expected to grow by 9.4% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Mar 2026JP¥2.6tJP¥910.8bJP¥130.4b17.6x20.2x2.9x
Fri, 06 Feb 2026JP¥2.7tJP¥900.2bJP¥130.5b18.1x20.9x3x
Sun, 04 Jan 2026JP¥3.3tJP¥898.8bJP¥130.2b17.7x25.2x3.7x
Tue, 02 Dec 2025JP¥3.5tJP¥888.2bJP¥129.0b17.3x27.3x4x
Thu, 30 Oct 2025JP¥3.6tJP¥881.5bJP¥121.5b19.4x29.9x4.1x
Sat, 27 Sep 2025JP¥3.8tJP¥880.5bJP¥121.2b19.7x31.6x4.3x
Mon, 25 Aug 2025JP¥3.8tJP¥880.6bJP¥118.4b20.3x32.5x4.4x
Wed, 23 Jul 2025JP¥4.0tJP¥877.1bJP¥119.2b19.1x33.7x4.6x
Fri, 20 Jun 2025JP¥4.3tJP¥873.4bJP¥119.1b18.5x36x4.9x
Sun, 18 May 2025JP¥4.3tJP¥867.7bJP¥120.3b18.2x35.5x4.9x
Tue, 15 Apr 2025JP¥4.0tJP¥865.1bJP¥122.9b16.8x32.3x4.6x
Thu, 13 Mar 2025JP¥3.7tJP¥855.6bJP¥121.1b17.2x30.8x4.4x
Sat, 08 Feb 2025JP¥4.3tJP¥1.1tJP¥128.8b18.7x33.2x3.7x
Mon, 06 Jan 2025JP¥4.3tJP¥1.1tJP¥128.8b18.9x33.4x3.7x
Wed, 04 Dec 2024JP¥4.2tJP¥1.1tJP¥128.6b19.1x32.9x3.7x
Fri, 01 Nov 2024JP¥4.1tJP¥1.1tJP¥120.8b19.7x34.2x3.6x
Sun, 29 Sep 2024JP¥4.2tJP¥1.1tJP¥121.0b21.7x34.7x3.7x
Tue, 27 Aug 2024JP¥4.0tJP¥1.1tJP¥121.1b20.3x32.8x3.5x
Thu, 25 Jul 2024JP¥3.6tJP¥1.1tJP¥114.6b17.9x31.3x3.2x
Sat, 22 Jun 2024JP¥3.4tJP¥1.1tJP¥114.1b18.4x29.8x3x
Mon, 20 May 2024JP¥3.6tJP¥1.1tJP¥113.8b17.7x31.3x3.2x
Wed, 17 Apr 2024JP¥3.6tJP¥1.1tJP¥99.4b20.1x36x3.2x
Fri, 15 Mar 2024JP¥3.6tJP¥1.1tJP¥98.2b20.9x36.3x3.2x
Sun, 11 Feb 2024JP¥3.6tJP¥1.1tJP¥99.9b18.8x35.7x3.3x
Tue, 09 Jan 2024JP¥3.3tJP¥1.1tJP¥93.8b21.3x35.6x3.1x
Thu, 07 Dec 2023JP¥3.6tJP¥1.1tJP¥93.2b22.2x38.5x3.4x
Sat, 04 Nov 2023JP¥3.1tJP¥1.0tJP¥108.8b23.8x28.1x2.9x
Mon, 02 Oct 2023JP¥3.1tJP¥1.0tJP¥108.7b26.3x28.3x2.9x
Wed, 30 Aug 2023JP¥3.0tJP¥1.0tJP¥108.4b24.7x27.7x2.9x
Fri, 28 Jul 2023JP¥3.1tJP¥1.0tJP¥110.0b24.8x27.8x3x
Sun, 25 Jun 2023JP¥3.4tJP¥1.0tJP¥110.1b27x30.9x3.3x
Tue, 23 May 2023JP¥3.1tJP¥1.0tJP¥109.4b24.6x28.3x3x
Thu, 20 Apr 2023JP¥2.9tJP¥1.0tJP¥118.1b20.2x24.6x2.9x
Sat, 18 Mar 2023JP¥2.8tJP¥1.0tJP¥117.6b20.7x24.1x2.8x
Price to Earnings Ratio

24.1x


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 20.1x 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 2.9x.
Past Earnings Growth
  • The earnings for companies in the Systems Software industry have grown 3.5% per year over the last three years.
  • Meanwhile revenues for these companies have declined 3.1% 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-2.75%
Tech-2.23%
Software4.89%
Systems Software4.54%
Application Software5.13%
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¥5.56k8.3%
+JP¥54.0b		-44.8%PE21x
4716 Oracle Corporation JapanJP¥9.49k3.4%
+JP¥39.8b		-32.6%PE19.8x
3854 I'LLJP¥2.52k10.7%
+JP¥6.1b		14.0%PE16.1x
9692 Computer Engineering & ConsultingJP¥2.06k7.6%
+JP¥4.4b		7.1%PE14.4x
2326 Digital ArtsJP¥5.38k5.1%
+JP¥3.5b		-9.1%PE21.7x

Latest News

3927
JP¥1,062.00
Fuva Brain
7D
26.1%
1Y
60.9%
4716
JP¥9,492.00
Oracle Corporation Japan
7D
3.4%
1Y
-32.6%

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.
3854
JP¥2,516.00
I'LL
7D
10.7%
1Y
14.0%
4704
JP¥5,557.00
Trend Micro
7D
8.3%
1Y
-44.8%

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.
9692
JP¥2,063.00
Computer Engineering & Consulting
7D
7.6%
1Y
7.1%
3997
JP¥442.00
TRADE WORKS
7D
-12.3%
1Y
236.9%
4493
JP¥1,702.00
Cyber Security Cloud
7D
10.8%
1Y
-3.4%
4719
JP¥3,585.00
Alpha Systems
7D
-0.7%
1Y
5.0%
4441
JP¥1,381.00
Tobila Systems
7D
-0.9%
1Y
69.7%
4284
JP¥455.00
SOLXYZ
7D
-1.1%
1Y
35.8%

SOLXYZ's (TSE:4284) Performance Is Even Better Than Its Earnings Suggest

Feb 18
SOLXYZ's (TSE:4284) Performance Is Even Better Than Its Earnings Suggest
6633
JP¥338.00
Cgs Holdings
7D
-2.0%
1Y
10.5%
3744
JP¥454.00
SIOS
7D
-5.6%
1Y
30.5%
3692
JP¥7,490.00
FFRI Security
7D
-5.3%
1Y
178.5%
135A
JP¥2,607.00
VRAIN Solution
7D
13.3%
1Y
30.5%

VRAIN Solution, Inc. (TSE:135A) Stocks Pounded By 28% But Not Lagging Market On Growth Or Pricing

Feb 07
VRAIN Solution, Inc. (TSE:135A) Stocks Pounded By 28% But Not Lagging Market On Growth Or Pricing
2326
JP¥5,380.00
Digital Arts
7D
5.1%
1Y
-9.1%
3804
JP¥1,471.00
System D
7D
-7.1%
1Y
-6.4%