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Japanese (NIKKEI) Telecom Sector Analysis

UpdatedOct 19, 2025
DataAggregated Company Financials
Companies294
  • 7D0.8%
  • 3M16.9%
  • 1Y43.2%
  • YTD37.2%

Over the last 7 days, the Telecom industry has remained flat, although notably SoftBank Group gained 3.5%. The past year has been better, since the industry has gained 43% in that time. Looking forward, earnings are forecast to decline by 2.8% per year.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 19 Oct 2025JP¥106.4tJP¥49.6tJP¥4.9t20x21.7x2.1x
Tue, 16 Sep 2025JP¥104.8tJP¥49.6tJP¥4.9t21.2x21.4x2.1x
Thu, 14 Aug 2025JP¥101.6tJP¥49.6tJP¥5.0t21.4x20.4x2.1x
Sat, 12 Jul 2025JP¥90.2tJP¥48.8tJP¥4.4t19.2x20.4x1.8x
Mon, 09 Jun 2025JP¥84.4tJP¥48.9tJP¥4.4t18.9x19.2x1.7x
Wed, 07 May 2025JP¥84.7tJP¥48.4tJP¥4.2t19.3x20.1x1.7x
Fri, 04 Apr 2025JP¥76.9tJP¥48.4tJP¥4.2t18.6x18.2x1.6x
Sun, 02 Mar 2025JP¥80.8tJP¥48.4tJP¥4.2t18.9x19.2x1.7x
Tue, 28 Jan 2025JP¥80.3tJP¥48.1tJP¥5.6t19.3x14.4x1.7x
Thu, 26 Dec 2024JP¥78.3tJP¥48.1tJP¥5.6t19.1x14.1x1.6x
Sat, 23 Nov 2024JP¥76.3tJP¥48.1tJP¥5.6t17.8x13.7x1.6x
Mon, 21 Oct 2024JP¥75.7tJP¥47.7tJP¥3.6t16.9x21.2x1.6x
Wed, 18 Sep 2024JP¥74.5tJP¥47.5tJP¥3.6t17.5x20.8x1.6x
Fri, 16 Aug 2024JP¥73.4tJP¥47.6tJP¥3.6t17.7x20.5x1.5x
Sun, 14 Jul 2024JP¥81.8tJP¥47.3tJP¥3.4t19.2x24x1.7x
Tue, 11 Jun 2024JP¥76.2tJP¥47.3tJP¥3.4t18.1x22.4x1.6x
Thu, 09 May 2024JP¥72.5tJP¥47.0tJP¥3.1t19.3x23.5x1.5x
Sat, 06 Apr 2024JP¥75.3tJP¥47.0tJP¥3.1t19.4x24.5x1.6x
Mon, 04 Mar 2024JP¥78.6tJP¥47.2tJP¥3.1t20x25.5x1.7x
Wed, 31 Jan 2024JP¥75.9tJP¥47.0tJP¥1.7t18.8x45.4x1.6x
Fri, 29 Dec 2023JP¥71.0tJP¥47.0tJP¥1.7t17.8x42.7x1.5x
Sun, 26 Nov 2023JP¥71.2tJP¥47.0tJP¥1.7t18.2x42.9x1.5x
Tue, 24 Oct 2023JP¥68.0tJP¥46.6tJP¥5.6t16.5x12.1x1.5x
Thu, 21 Sep 2023JP¥72.0tJP¥46.6tJP¥5.6t17.7x12.8x1.5x
Sat, 19 Aug 2023JP¥68.0tJP¥46.6tJP¥5.6t17.4x12.1x1.5x
Mon, 17 Jul 2023JP¥69.7tJP¥46.1tJP¥2.9t17.5x24.2x1.5x
Wed, 14 Jun 2023JP¥69.1tJP¥46.1tJP¥2.9t17.6x24x1.5x
Fri, 12 May 2023JP¥66.1tJP¥45.3tJP¥855.6b17.9x77.2x1.5x
Sun, 09 Apr 2023JP¥63.3tJP¥45.3tJP¥875.4b16.8x72.3x1.4x
Tue, 07 Mar 2023JP¥64.5tJP¥45.3tJP¥873.8b16.8x73.8x1.4x
Thu, 02 Feb 2023JP¥64.7tJP¥44.6tJP¥1.6t16x40.6x1.5x
Sat, 31 Dec 2022JP¥62.8tJP¥44.6tJP¥1.6t15.7x39x1.4x
Mon, 28 Nov 2022JP¥66.0tJP¥44.6tJP¥1.6t16.9x41x1.5x
Wed, 26 Oct 2022JP¥66.8tJP¥43.8t-JP¥1,740,692,658,000.0015.5x-38.4x1.5x
Price to Earnings Ratio

-38.4x


Total Market Cap: JP¥66.8tTotal Earnings: -JP¥1,740,692,658,000.00Total Revenue: JP¥43.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Telecom Sector Price to Earnings3Y Average 26.6x202320242025
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 21.7x which is lower than its 3-year average PE of 26.6x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.1x.
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 Market-0.83%
Telecom0.83%
Telecom Services and Carriers3.32%
Wireless Telecom2.34%
Entertainment-1.53%
Media-2.15%
Interactive Media and Services-3.81%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 25.4x.
    • Analysts are expecting annual earnings growth of 13.9%, 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 12% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings decline by 18% 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¥23.03k3.5%
+JP¥1.1t		153.7%PE18.9x
9432 NTTJP¥158.303.6%
+JP¥453.8b		7.7%PE13.3x
7974 NintendoJP¥12.47k0.7%
+JP¥99.0b		55.5%PE49.4x
9433 KDDIJP¥2.37k0.6%
+JP¥51.4b		-1.3%PE13.3x
9434 SoftBankJP¥215.500.3%
+JP¥28.6b		14.8%PE20.5x

Latest News

9984
JP¥23,030.00
SoftBank Group
7D
3.5%
1Y
153.7%

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9602
JP¥8,904.00
Toho
7D
-8.8%
1Y
53.2%

Analyst Estimates: Here's What Brokers Think Of Toho Co., Ltd. (TSE:9602) After Its Interim Report

Oct 18
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4676
JP¥3,137.00
Fuji Media Holdings
7D
-4.4%
1Y
83.1%

Fuji Media Holdings, Inc.'s (TSE:4676) P/S Is On The Mark

Oct 17
Fuji Media Holdings, Inc.'s (TSE:4676) P/S Is On The Mark
9601
JP¥12,920.00
Shochiku
7D
3.9%
1Y
33.2%
9433
JP¥2,368.00
KDDI
7D
0.6%
1Y
-1.3%

Here's Why KDDI (TSE:9433) Can Manage Its Debt Responsibly

Oct 14
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4751
JP¥1,599.00
CyberAgent
7D
-3.7%
1Y
56.5%

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Oct 10
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3659
JP¥3,048.00
NEXON
7D
-6.5%
1Y
15.4%

Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement

Narrative Update: NEXON Price Target Revision Analysts have raised NEXON's fair value estimate from ¥3,177 to ¥3,248. This change reflects improved revenue growth and profit margin expectations.
4689
JP¥440.10
LY
7D
-4.7%
1Y
5.5%

AI Personalization And Revamped LINE Will Unlock Digital Opportunities

Analysts have raised their price target for LY from $567.40 to $582.93, citing expectations for slightly higher revenue growth and a modestly lower discount rate. What's in the News LY Corporation will hold a Board Meeting on September 11, 2025 to consider making LINE MAN CORPORATION PTE.
9697
JP¥4,125.00
Capcom
7D
-3.5%
1Y
27.4%

Global Expansion And Digital Distribution Will Strengthen Future Position

Capcom's analyst price target has been raised modestly from ¥4,573 to ¥4,620, as analysts factor in slightly improved growth forecasts and profit margins in their updated outlook. What's in the News Capcom announced that Resident Evil Requiem, the upcoming mainline title in the Resident Evil series, will launch on PlayStation 5, Xbox Series X|S, PC, and Nintendo Switch 2 at the same time on February 27, 2026.
9401
JP¥5,204.00
TBS HoldingsInc
7D
1.0%
1Y
35.6%
9434
JP¥215.50
SoftBank
7D
0.3%
1Y
14.8%
9766
JP¥21,805.00
Konami Group
7D
-2.4%
1Y
54.6%
9432
JP¥158.30
NTT
7D
3.6%
1Y
7.7%
7974
JP¥12,470.00
Nintendo
7D
0.7%
1Y
55.5%

Nintendo (TSE:7974) Will Pay A Dividend Of ¥43.00

Sep 25
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3774
JP¥2,658.50
Internet Initiative Japan
7D
1.2%
1Y
-9.0%
4816
JP¥2,930.00
Toei AnimationLtd
7D
-4.4%
1Y
-3.6%