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Japanese (NIKKEI) Telecom Sector Analysis

UpdatedMay 12, 2026
DataAggregated Company Financials
Companies292
  • 7D1.7%
  • 3M2.8%
  • 1Y17.8%
  • YTD-0.8%

In the last week, the Telecom industry is up 1.7%, with SoftBank Group up 10%. In the same time, Nintendo was down 6.0%. This takes the industry's 12 month performance to a gain of 18%. Looking forward, earnings are forecast to decline by 8.4% per year.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 12 May 2026JP¥98.2tJP¥52.2tJP¥7.2t16.8x13.6x1.9x
Thu, 09 Apr 2026JP¥90.2tJP¥51.6tJP¥7.3t17.1x12.4x1.7x
Sat, 07 Mar 2026JP¥89.9tJP¥51.6tJP¥7.3t17.1x12.4x1.7x
Mon, 02 Feb 2026JP¥95.2tJP¥50.5tJP¥6.6t18.3x14.3x1.9x
Wed, 31 Dec 2025JP¥97.7tJP¥50.5tJP¥6.6t18.3x14.7x1.9x
Fri, 28 Nov 2025JP¥100.2tJP¥50.5tJP¥6.6t18.2x15.1x2x
Sun, 26 Oct 2025JP¥109.3tJP¥49.6tJP¥4.9t20.9x22.3x2.2x
Tue, 23 Sep 2025JP¥101.5tJP¥49.6tJP¥4.9t21.4x20.8x2x
Thu, 21 Aug 2025JP¥101.4tJP¥49.6tJP¥4.9t20.9x20.8x2x
Sat, 19 Jul 2025JP¥91.7tJP¥48.8tJP¥4.4t19.8x20.8x1.9x
Mon, 16 Jun 2025JP¥85.5tJP¥49.0tJP¥4.4t19.1x19.4x1.7x
Wed, 14 May 2025JP¥84.4tJP¥48.6tJP¥4.1t19x20.6x1.7x
Fri, 11 Apr 2025JP¥79.3tJP¥48.4tJP¥4.2t18.4x18.8x1.6x
Sun, 09 Mar 2025JP¥78.9tJP¥48.4tJP¥4.2t19.1x18.7x1.6x
Tue, 04 Feb 2025JP¥81.3tJP¥48.2tJP¥5.6t19.2x14.6x1.7x
Thu, 02 Jan 2025JP¥79.5tJP¥48.1tJP¥5.6t19.2x14.3x1.7x
Sat, 30 Nov 2024JP¥77.4tJP¥48.1tJP¥5.6t18.1x13.9x1.6x
Mon, 28 Oct 2024JP¥74.3tJP¥47.7tJP¥3.6t16.8x20.8x1.6x
Wed, 25 Sep 2024JP¥76.1tJP¥47.7tJP¥3.6t17.8x21.3x1.6x
Fri, 23 Aug 2024JP¥76.3tJP¥47.7tJP¥3.6t18x21.3x1.6x
Sun, 21 Jul 2024JP¥79.9tJP¥47.3tJP¥3.4t19.1x23.4x1.7x
Tue, 18 Jun 2024JP¥75.2tJP¥47.3tJP¥3.4t18.2x22.1x1.6x
Thu, 16 May 2024JP¥73.9tJP¥47.3tJP¥3.4t18.6x21.4x1.6x
Sat, 13 Apr 2024JP¥74.8tJP¥47.0tJP¥3.1t19.4x24.3x1.6x
Mon, 11 Mar 2024JP¥78.9tJP¥47.2tJP¥3.1t20x25.6x1.7x
Wed, 07 Feb 2024JP¥76.3tJP¥46.9tJP¥1.7t19.7x45.3x1.6x
Fri, 05 Jan 2024JP¥71.1tJP¥47.0tJP¥1.7t18.2x42.8x1.5x
Sun, 03 Dec 2023JP¥70.6tJP¥47.0tJP¥1.7t18.4x42.5x1.5x
Tue, 31 Oct 2023JP¥67.9tJP¥46.6tJP¥5.6t17.1x12.1x1.5x
Thu, 28 Sep 2023JP¥71.7tJP¥46.6tJP¥5.6t18x12.8x1.5x
Sat, 26 Aug 2023JP¥69.0tJP¥46.6tJP¥5.6t17.8x12.3x1.5x
Mon, 24 Jul 2023JP¥69.9tJP¥46.2tJP¥2.9t18x24.2x1.5x
Wed, 21 Jun 2023JP¥69.6tJP¥46.1tJP¥2.9t18x24.2x1.5x
Fri, 19 May 2023JP¥67.4tJP¥46.1tJP¥2.9t16.7x23.5x1.5x
Price to Earnings Ratio

23.5x


Total Market Cap: JP¥67.4tTotal Earnings: JP¥2.9tTotal Revenue: JP¥46.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Telecom Sector Price to Earnings3Y Average 20.9x202420252026
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 13.6x which is lower than its 3-year average PE of 20.9x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 36% per year over the last three years.
  • Revenues for these companies have grown 4.3% 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 Telecom sector?

JP Market3.17%
Telecom1.69%
Interactive Media and Services5.80%
Wireless Telecom3.44%
Media1.18%
Entertainment-1.12%
Telecom Services and Carriers-1.87%
Industry PE
  • Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 27.3x.
    • Analysts are expecting annual earnings growth of 7.2%, which is lower than the prior year's growth of 27.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 17% over the next 5 years.
  • However this is lower than its past earnings growth rate of 24% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings decline by 22% 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¥5.99k10.4%
+JP¥3.2t		215.1%PE9.3x
9766 Konami GroupJP¥20.28k6.9%
+JP¥176.9b		6.5%PE27.5x
9412 SKY Perfect JSATJP¥4.03k14.7%
+JP¥146.0b		243.6%PE49x
2371 Kakaku.comJP¥2.93k13.3%
+JP¥68.0b		16.3%PE30x
4816 Toei AnimationLtdJP¥2.82k8.3%
+JP¥44.1b		-12.1%PE23.4x

Latest News

9433
JP¥2,529.50
KDDI
7D
-0.7%
1Y
-2.4%
2371
JP¥2,925.00
Kakaku.com
7D
13.3%
1Y
16.3%
9434
JP¥219.30
SoftBank
7D
-0.6%
1Y
0.2%
7974
JP¥7,179.00
Nintendo
7D
-5.5%
1Y
-40.2%
Analysis Article • 16h

Nintendo Co., Ltd. (TSE:7974) Just Reported, And Analysts Assigned A JP¥10,828 Price Target

Shareholders might have noticed that Nintendo Co., Ltd. ( TSE:7974 ) filed its full-year result this time last week...
9766
JP¥20,275.00
Konami Group
7D
6.9%
1Y
6.5%
Analysis Article • 20h

Konami Group Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Konami Group Corporation ( TSE:9766 ) just released its annual report and things are looking bullish. The company beat...
3659
JP¥2,566.50
NEXON
7D
-1.2%
1Y
13.3%
9697
JP¥3,431.00
Capcom
7D
2.4%
1Y
-13.9%
4689
JP¥410.10
LY
7D
-2.3%
1Y
-23.0%
9432
JP¥149.40
NTT
7D
-1.7%
1Y
-2.2%
9984
JP¥5,987.00
SoftBank Group
7D
10.4%
1Y
215.1%
9412
JP¥4,030.00
SKY Perfect JSAT
7D
14.7%
1Y
243.6%
4324
JP¥3,086.00
Dentsu Group
7D
4.0%
1Y
-0.5%
Narrative Update • May 01

4324: Regulatory Probe, Impairment Charges And Leadership Change Will Shape Balanced Outlook

Analysts have kept their fair value estimate for Dentsu Group steady at roughly ¥3,282 per share, making only minor tweaks to inputs like the discount rate and future P/E. This reflects updated assumptions rather than a change in overall conviction.
4816
JP¥2,821.00
Toei AnimationLtd
7D
8.3%
1Y
-12.1%
9602
JP¥1,357.50
Toho
7D
-5.3%
1Y
-9.2%
Analysis Article • Apr 17

Toho Co., Ltd. Just Missed EPS By 5.6%: Here's What Analysts Think Will Happen Next

There's been a notable change in appetite for Toho Co., Ltd. ( TSE:9602 ) shares in the week since its yearly report...
9468
JP¥3,509.00
Kadokawa
7D
-3.0%
1Y
-6.7%
3774
JP¥2,950.00
Internet Initiative Japan
7D
7.3%
1Y
3.8%