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Japanese (NIKKEI) Telecom Sector Analysis

UpdatedAug 29, 2025
DataAggregated Company Financials
Companies291
  • 7D-0.4%
  • 3M18.3%
  • 1Y34.0%
  • YTD29.0%

Over the last 7 days, the Telecom industry has remained flat, although notably SoftBank Group gained 9.0%. As for the the longer term, the industry is up 34% over the past 12 months. Earnings are forecast to grow by 1.0% annually.

Sector Valuation and Performance

Has the Japanese Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 29 Aug 2025JP¥100.2tJP¥49.6tJP¥4.9t20.6x20.5x2x
Sun, 27 Jul 2025JP¥93.3tJP¥48.8tJP¥4.4t19.9x21.2x1.9x
Tue, 24 Jun 2025JP¥87.5tJP¥48.8tJP¥4.4t19.7x19.9x1.8x
Thu, 22 May 2025JP¥83.2tJP¥48.9tJP¥4.4t18.4x18.9x1.7x
Sat, 19 Apr 2025JP¥81.3tJP¥48.4tJP¥4.2t18.9x19.3x1.7x
Mon, 17 Mar 2025JP¥78.7tJP¥48.4tJP¥4.2t19.2x18.6x1.6x
Wed, 12 Feb 2025JP¥82.4tJP¥48.3tJP¥5.6t20x14.7x1.7x
Fri, 10 Jan 2025JP¥78.1tJP¥48.1tJP¥5.6t19.2x14.1x1.6x
Sun, 08 Dec 2024JP¥78.6tJP¥48.1tJP¥5.6t18.4x14.1x1.6x
Tue, 05 Nov 2024JP¥75.0tJP¥47.7tJP¥3.5t17.2x21.1x1.6x
Thu, 03 Oct 2024JP¥75.4tJP¥47.7tJP¥3.6t18x21.1x1.6x
Sat, 31 Aug 2024JP¥76.9tJP¥47.7tJP¥3.6t18.1x21.5x1.6x
Mon, 29 Jul 2024JP¥76.2tJP¥47.3tJP¥3.4t18.7x22.3x1.6x
Wed, 26 Jun 2024JP¥76.9tJP¥47.3tJP¥3.4t18.8x22.5x1.6x
Fri, 24 May 2024JP¥73.7tJP¥47.3tJP¥3.4t18.3x21.7x1.6x
Sun, 21 Apr 2024JP¥71.4tJP¥47.0tJP¥3.1t18.7x23.1x1.5x
Tue, 19 Mar 2024JP¥78.1tJP¥47.2tJP¥3.1t19.8x25.4x1.7x
Thu, 15 Feb 2024JP¥78.0tJP¥47.1tJP¥3.1t19.5x25x1.7x
Sat, 13 Jan 2024JP¥75.0tJP¥47.0tJP¥1.7t18.7x45.1x1.6x
Mon, 11 Dec 2023JP¥69.8tJP¥47.0tJP¥1.7t18.3x42x1.5x
Wed, 08 Nov 2023JP¥70.4tJP¥46.7tJP¥5.6t17.4x12.5x1.5x
Fri, 06 Oct 2023JP¥69.4tJP¥46.6tJP¥5.6t17.2x12.3x1.5x
Sun, 03 Sep 2023JP¥70.5tJP¥46.6tJP¥5.6t17.8x12.5x1.5x
Tue, 01 Aug 2023JP¥70.6tJP¥46.2tJP¥2.9t18x24.5x1.5x
Thu, 29 Jun 2023JP¥69.4tJP¥46.1tJP¥2.9t17.6x23.8x1.5x
Sat, 27 May 2023JP¥65.6tJP¥46.1tJP¥2.9t16.8x22.8x1.4x
Mon, 24 Apr 2023JP¥64.5tJP¥45.4tJP¥872.8b17.5x73.8x1.4x
Wed, 22 Mar 2023JP¥62.6tJP¥45.3tJP¥874.7b16.4x71.6x1.4x
Fri, 17 Feb 2023JP¥64.7tJP¥45.3tJP¥872.6b16.7x74.2x1.4x
Sun, 15 Jan 2023JP¥62.3tJP¥44.6tJP¥1.6t15.4x38.6x1.4x
Tue, 13 Dec 2022JP¥64.4tJP¥44.6tJP¥1.6t16x40x1.4x
Thu, 10 Nov 2022JP¥66.3tJP¥44.3t-JP¥1,797,074,371,000.0015.6x-36.9x1.5x
Sat, 08 Oct 2022JP¥65.9tJP¥43.8t-JP¥1,747,965,224,000.0015.8x-37.7x1.5x
Mon, 05 Sep 2022JP¥65.3tJP¥43.8t-JP¥1,748,721,224,000.0016.2x-37.4x1.5x
Price to Earnings Ratio

-37.4x


Total Market Cap: JP¥65.3tTotal Earnings: -JP¥1,748,721,224,000.00Total Revenue: JP¥43.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Telecom Sector Price to Earnings3Y Average 23.9x202320242025
Current Industry PE
  • Investors are pessimistic on the Japanese Communication Services 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 20.5x which is lower than its 3-year average PE of 23.9x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • Total earnings for the Communication Services industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 4.2% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the Japanese Telecom sector?

JP Market0.19%
Telecom-0.40%
Wireless Telecom2.63%
Media-0.89%
Interactive Media and Services-2.00%
Entertainment-2.81%
Telecom Services and Carriers-3.45%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 24.4x.
    • Analysts are expecting annual earnings growth of 14.6%, which is higher than its past year's earnings growth of 12.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings growth rate of 7.7% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings decline by 14% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
9984 SoftBank GroupJP¥16.33k9.7%
+JP¥2.1t		94.3%PE13.4x
4324 Dentsu GroupJP¥2.92k5.4%
+JP¥38.9b		-34.7%PS0.5x
4689 LYJP¥469.000.6%
+JP¥20.6b		17.3%PE21.4x
4751 CyberAgentJP¥1.79k0.9%
+JP¥8.4b		77.5%PE35.5x
247A Ai RoboticsJP¥8.05k6.3%
+JP¥5.6b		n/aPE68.6x

Latest News

9984
JP¥16,330.00
SoftBank Group
7D
9.7%
1Y
94.3%

If EPS Growth Is Important To You, SoftBank Group (TSE:9984) Presents An Opportunity

Aug 28
If EPS Growth Is Important To You, SoftBank Group (TSE:9984) Presents An Opportunity
4751
JP¥1,794.00
CyberAgent
7D
0.9%
1Y
77.5%

Expanding Anime Production And New Game Releases Will Drive Future Profitability

The slight upward revision in CyberAgent's analyst price target to ¥1870 reflects modest improvement in net profit margin, while future P/E remained stable. What's in the News CyberAgent established CA Startups Internet Fund No. 4, a JPY 5 billion venture fund focused on domestic and international digital and digital transformation sectors, with the company investing over 10% of its capital stock; CyberAgent Capital, a consolidated subsidiary, will operate as general partner.
2389
JP¥1,825.00
Digital Holdings
7D
15.5%
1Y
84.0%
9432
JP¥156.40
NTT
7D
-4.0%
1Y
0.4%

NTT (TSE:9432) Is Increasing Its Dividend To ¥2.65

Aug 26
NTT (TSE:9432) Is Increasing Its Dividend To ¥2.65
7974
JP¥13,325.00
Nintendo
7D
-3.2%
1Y
68.6%

Earnings Tell The Story For Nintendo Co., Ltd. (TSE:7974)

Aug 26
Earnings Tell The Story For Nintendo Co., Ltd. (TSE:7974)
9434
JP¥228.70
SoftBank
7D
-5.3%
1Y
12.2%

SoftBank (TSE:9434) Seems To Use Debt Quite Sensibly

Aug 25
SoftBank (TSE:9434) Seems To Use Debt Quite Sensibly
3635
JP¥1,934.00
Koei Tecmo Holdings
7D
-6.1%
1Y
18.7%

Slowing Rates Of Return At Koei Tecmo Holdings (TSE:3635) Leave Little Room For Excitement

Aug 20
Slowing Rates Of Return At Koei Tecmo Holdings (TSE:3635) Leave Little Room For Excitement
9602
JP¥9,337.00
Toho
7D
-4.8%
1Y
66.7%

Here's Why Toho (TSE:9602) Can Manage Its Debt Responsibly

Aug 20
Here's Why Toho (TSE:9602) Can Manage Its Debt Responsibly
4324
JP¥2,922.00
Dentsu Group
7D
5.4%
1Y
-34.7%

Investing In Integrated Growth Solutions And Modern Media Will Drive Competitiveness In Future Markets

Despite an improved revenue growth outlook and a lower forward P/E multiple, the consensus analyst price target for Dentsu Group has been reduced from ¥3,275 to ¥3,095. What's in the News Dentsu Group's board is set to discuss a revision of the full-year consolidated earnings forecast and the dividend of surplus.
247A
JP¥8,050.00
Ai Robotics
7D
6.3%
1Y
n/a
9684
JP¥10,125.00
Square Enix Holdings
7D
-7.4%
1Y
88.0%

Earnings Miss: Square Enix Holdings Co., Ltd. Missed EPS By 37% And Analysts Are Revising Their Forecasts

Aug 12
Earnings Miss: Square Enix Holdings Co., Ltd. Missed EPS By 37% And Analysts Are Revising Their Forecasts
9766
JP¥22,550.00
Konami Group
7D
-7.4%
1Y
71.5%

Why Investors Shouldn't Be Surprised By Konami Group Corporation's (TSE:9766) 27% Share Price Surge

Aug 12
Why Investors Shouldn't Be Surprised By Konami Group Corporation's (TSE:9766) 27% Share Price Surge
4689
JP¥469.00
LY
7D
0.6%
1Y
17.3%

LY Corporation Just Recorded A 32% EPS Beat: Here's What Analysts Are Forecasting Next

Aug 06
LY Corporation Just Recorded A 32% EPS Beat: Here's What Analysts Are Forecasting Next
9433
JP¥2,563.50
KDDI
7D
-4.2%
1Y
4.4%

Earnings Miss: KDDI Corporation Missed EPS By 8.1% And Analysts Are Revising Their Forecasts

Aug 05
Earnings Miss: KDDI Corporation Missed EPS By 8.1% And Analysts Are Revising Their Forecasts
3922
JP¥2,938.00
PR TIMES
7D
5.7%
1Y
71.8%

Market Participants Recognise PR TIMES Corporation's (TSE:3922) Earnings Pushing Shares 28% Higher

Jul 15
Market Participants Recognise PR TIMES Corporation's (TSE:3922) Earnings Pushing Shares 28% Higher
4833
JP¥226.00
Def consulting
7D
135.4%
1Y
201.3%