A Look At The Intrinsic Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)
May 09
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Japanese (NIKKEI) Software Industry Analysis
UpdatedMay 09, 2025
DataAggregated Company Financials
Companies182
- 7D0.9%
- 3M6.4%
- 1Y18.5%
- YTD9.8%
Last week, the Software industry hasn't moved much but Oracle Corporation Japan is up 3.7% in that time. The past year has been better, since the industry has gained 19% in that time. Earnings are forecast to grow by 18% annually.
Industry Valuation and Performance
Has the Japanese Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 09 May 2025 | JP¥8.6t | JP¥2.3t | JP¥230.6b | 20.8x | 37.4x | 3.8x |
| Sun, 06 Apr 2025 | JP¥7.9t | JP¥2.2t | JP¥226.8b | 18x | 34.7x | 3.5x |
| Tue, 04 Mar 2025 | JP¥8.3t | JP¥2.2t | JP¥225.3b | 19.8x | 36.8x | 3.7x |
| Thu, 30 Jan 2025 | JP¥8.8t | JP¥2.5t | JP¥219.8b | 21.6x | 40.1x | 3.5x |
| Sat, 28 Dec 2024 | JP¥8.7t | JP¥2.5t | JP¥221.7b | 22.4x | 39.4x | 3.5x |
| Mon, 25 Nov 2024 | JP¥8.4t | JP¥2.5t | JP¥222.1b | 23.5x | 38x | 3.4x |
| Wed, 23 Oct 2024 | JP¥8.4t | JP¥2.4t | JP¥205.0b | 21.8x | 41x | 3.5x |
| Fri, 20 Sep 2024 | JP¥8.4t | JP¥2.4t | JP¥202.7b | 22x | 41.6x | 3.5x |
| Sun, 18 Aug 2024 | JP¥7.9t | JP¥2.4t | JP¥199.9b | 20.9x | 39.5x | 3.3x |
| Tue, 16 Jul 2024 | JP¥7.9t | JP¥2.4t | JP¥188.2b | 22.9x | 42x | 3.3x |
| Thu, 13 Jun 2024 | JP¥7.4t | JP¥2.4t | JP¥188.1b | 22.4x | 39.2x | 3.1x |
| Sat, 11 May 2024 | JP¥7.7t | JP¥2.3t | JP¥176.3b | 22.4x | 43.5x | 3.3x |
| Mon, 08 Apr 2024 | JP¥7.6t | JP¥2.3t | JP¥167.7b | 22.7x | 45.5x | 3.3x |
| Wed, 06 Mar 2024 | JP¥8.1t | JP¥2.3t | JP¥163.5b | 24.3x | 49.6x | 3.5x |
| Fri, 02 Feb 2024 | JP¥7.9t | JP¥2.3t | JP¥166.7b | 23.9x | 47.5x | 3.4x |
| Sun, 31 Dec 2023 | JP¥7.6t | JP¥2.3t | JP¥162.4b | 22.7x | 46.7x | 3.3x |
| Tue, 28 Nov 2023 | JP¥7.6t | JP¥2.3t | JP¥163.4b | 21.8x | 46.3x | 3.3x |
| Thu, 26 Oct 2023 | JP¥6.6t | JP¥2.2t | JP¥174.4b | 22.1x | 37.8x | 2.9x |
| Sat, 23 Sep 2023 | JP¥6.8t | JP¥2.2t | JP¥171.0b | 24.3x | 39.9x | 3.1x |
| Mon, 21 Aug 2023 | JP¥6.8t | JP¥2.2t | JP¥171.9b | 24x | 39.4x | 3x |
| Wed, 19 Jul 2023 | JP¥7.3t | JP¥2.2t | JP¥165.3b | 24.5x | 44.4x | 3.4x |
| Fri, 16 Jun 2023 | JP¥7.8t | JP¥2.2t | JP¥167.3b | 22.8x | 46.4x | 3.6x |
| Sun, 14 May 2023 | JP¥7.1t | JP¥2.1t | JP¥171.8b | 24.1x | 41.6x | 3.4x |
| Tue, 11 Apr 2023 | JP¥6.7t | JP¥2.1t | JP¥170.3b | 22.6x | 39.3x | 3.2x |
| Thu, 09 Mar 2023 | JP¥6.8t | JP¥2.1t | JP¥170.7b | 23.3x | 39.7x | 3.2x |
| Sat, 04 Feb 2023 | JP¥6.7t | JP¥2.0t | JP¥180.8b | 22.5x | 37.2x | 3.3x |
| Mon, 02 Jan 2023 | JP¥6.2t | JP¥2.0t | JP¥183.0b | 22.1x | 33.7x | 3x |
| Wed, 30 Nov 2022 | JP¥6.6t | JP¥2.0t | JP¥181.0b | 23.8x | 36.7x | 3.3x |
| Fri, 28 Oct 2022 | JP¥6.4t | JP¥2.0t | JP¥183.4b | 24.1x | 34.9x | 3.2x |
| Sun, 25 Sep 2022 | JP¥6.1t | JP¥2.0t | JP¥187.9b | 23.3x | 32.6x | 3.1x |
| Tue, 23 Aug 2022 | JP¥6.6t | JP¥2.0t | JP¥186.6b | 23.6x | 35.4x | 3.3x |
| Thu, 21 Jul 2022 | JP¥6.3t | JP¥1.9t | JP¥198.2b | 23.9x | 31.6x | 3.2x |
| Sat, 18 Jun 2022 | JP¥5.5t | JP¥1.9t | JP¥199.7b | 22.3x | 27.7x | 2.8x |
| Mon, 16 May 2022 | JP¥5.9t | JP¥1.9t | JP¥201.0b | 22.7x | 29.6x | 3.1x |
Price to Earnings Ratio
29.6x
Current Industry PE
- Investors are relatively neutral on the Japanese Software industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 39.5x.
- The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 3.8x.
Past Earnings Growth
- The earnings for companies in the Software industry have grown 4.7% per year over the last three years.
- Revenues for these companies have grown 5.6% 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 | 0.77% | |
| Tech | 2.93% | |
| Software | 0.93% | |
| Application Software | 2.07% | |
| Systems Software | -0.27% | |
Industry PE
- Investors are most optimistic about the Application Software industry even though it's trading below its 3-year average PE ratio of 57.7x.
- Analysts are expecting annual earnings growth of 29.0%, which is higher than its past year's earnings growth of 12.7% per year.
- Investors are most pessimistic about the Systems Software industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 29.3x.
Forecasted Growth
- Analysts are most optimistic on the Application Software industry, expecting annual earnings growth of 29% over the next 5 years.
- This is better than its past earnings growth rate of 13% per year.
- In contrast, the Systems Software industry is expected to see its earnings grow by 10.0% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 4716 Oracle Corporation Japan | JP¥17.67k | 3.4% +JP¥75.0b | 47.9% | PE37.6x | |
| 4733 OBIC Business Consultants | JP¥7.48k | 5.0% +JP¥26.5b | 12.3% | PE34.7x | |
| 3923 Rakus | JP¥2.33k | 6.6% +JP¥26.0b | 33.8% | PE57.8x | |
| 4443 Sansan | JP¥2.04k | 4.9% +JP¥12.0b | 39.6% | PE119.6x | |
| 3994 Money Forward | JP¥4.50k | 2.8% +JP¥6.8b | -23.6% | PS5.9x |
