Analysis Article • 3h
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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 4.6%, with SoftBank Group up 5.9%. During this same period, the Nintendo underperformed, falling 7.6%. In the last 12 months, the industry was up 21%. In the next few years, earnings are forecast to decline by 9.0% annually.
Sector Valuation and Performance
Has the Japanese Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 12 May 2026 | JP¥98.2t | JP¥52.2t | JP¥7.2t | 16.8x | 13.6x | 1.9x |
| Thu, 09 Apr 2026 | JP¥90.2t | JP¥51.6t | JP¥7.3t | 17.1x | 12.4x | 1.7x |
| Sat, 07 Mar 2026 | JP¥89.9t | JP¥51.6t | JP¥7.3t | 17.1x | 12.4x | 1.7x |
| Mon, 02 Feb 2026 | JP¥95.2t | JP¥50.5t | JP¥6.6t | 18.3x | 14.3x | 1.9x |
| Wed, 31 Dec 2025 | JP¥97.7t | JP¥50.5t | JP¥6.6t | 18.3x | 14.7x | 1.9x |
| Fri, 28 Nov 2025 | JP¥100.2t | JP¥50.5t | JP¥6.6t | 18.2x | 15.1x | 2x |
| Sun, 26 Oct 2025 | JP¥109.3t | JP¥49.6t | JP¥4.9t | 20.9x | 22.3x | 2.2x |
| Tue, 23 Sep 2025 | JP¥101.5t | JP¥49.6t | JP¥4.9t | 21.4x | 20.8x | 2x |
| Thu, 21 Aug 2025 | JP¥101.4t | JP¥49.6t | JP¥4.9t | 20.9x | 20.8x | 2x |
| Sat, 19 Jul 2025 | JP¥91.7t | JP¥48.8t | JP¥4.4t | 19.8x | 20.8x | 1.9x |
| Mon, 16 Jun 2025 | JP¥85.5t | JP¥49.0t | JP¥4.4t | 19.1x | 19.4x | 1.7x |
| Wed, 14 May 2025 | JP¥84.4t | JP¥48.6t | JP¥4.1t | 19x | 20.6x | 1.7x |
| Fri, 11 Apr 2025 | JP¥79.3t | JP¥48.4t | JP¥4.2t | 18.4x | 18.8x | 1.6x |
| Sun, 09 Mar 2025 | JP¥78.9t | JP¥48.4t | JP¥4.2t | 19.1x | 18.7x | 1.6x |
| Tue, 04 Feb 2025 | JP¥81.3t | JP¥48.2t | JP¥5.6t | 19.2x | 14.6x | 1.7x |
| Thu, 02 Jan 2025 | JP¥79.5t | JP¥48.1t | JP¥5.6t | 19.2x | 14.3x | 1.7x |
| Sat, 30 Nov 2024 | JP¥77.4t | JP¥48.1t | JP¥5.6t | 18.1x | 13.9x | 1.6x |
| Mon, 28 Oct 2024 | JP¥74.3t | JP¥47.7t | JP¥3.6t | 16.8x | 20.8x | 1.6x |
| Wed, 25 Sep 2024 | JP¥76.1t | JP¥47.7t | JP¥3.6t | 17.8x | 21.3x | 1.6x |
| Fri, 23 Aug 2024 | JP¥76.3t | JP¥47.7t | JP¥3.6t | 18x | 21.3x | 1.6x |
| Sun, 21 Jul 2024 | JP¥79.9t | JP¥47.3t | JP¥3.4t | 19.1x | 23.4x | 1.7x |
| Tue, 18 Jun 2024 | JP¥75.2t | JP¥47.3t | JP¥3.4t | 18.2x | 22.1x | 1.6x |
| Thu, 16 May 2024 | JP¥73.9t | JP¥47.3t | JP¥3.4t | 18.6x | 21.4x | 1.6x |
| Sat, 13 Apr 2024 | JP¥74.8t | JP¥47.0t | JP¥3.1t | 19.4x | 24.3x | 1.6x |
| Mon, 11 Mar 2024 | JP¥78.9t | JP¥47.2t | JP¥3.1t | 20x | 25.6x | 1.7x |
| Wed, 07 Feb 2024 | JP¥76.3t | JP¥46.9t | JP¥1.7t | 19.7x | 45.3x | 1.6x |
| Fri, 05 Jan 2024 | JP¥71.1t | JP¥47.0t | JP¥1.7t | 18.2x | 42.8x | 1.5x |
| Sun, 03 Dec 2023 | JP¥70.6t | JP¥47.0t | JP¥1.7t | 18.4x | 42.5x | 1.5x |
| Tue, 31 Oct 2023 | JP¥67.9t | JP¥46.6t | JP¥5.6t | 17.1x | 12.1x | 1.5x |
| Thu, 28 Sep 2023 | JP¥71.7t | JP¥46.6t | JP¥5.6t | 18x | 12.8x | 1.5x |
| Sat, 26 Aug 2023 | JP¥69.0t | JP¥46.6t | JP¥5.6t | 17.8x | 12.3x | 1.5x |
| Mon, 24 Jul 2023 | JP¥69.9t | JP¥46.2t | JP¥2.9t | 18x | 24.2x | 1.5x |
| Wed, 21 Jun 2023 | JP¥69.6t | JP¥46.1t | JP¥2.9t | 18x | 24.2x | 1.5x |
| Fri, 19 May 2023 | JP¥67.4t | JP¥46.1t | JP¥2.9t | 16.7x | 23.5x | 1.5x |
Price to Earnings Ratio
23.5x
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 14.0x 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 Market | 3.17% | |
| Telecom | 1.69% | |
| Interactive Media and Services | 5.80% | |
| Wireless Telecom | 3.44% | |
| Media | 1.18% | |
| 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 7.4%, 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 23% 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 | |
|---|---|---|---|---|---|
| 9984 SoftBank Group | JP¥5.99k | 10.4% +JP¥3.2t | 215.1% | PE9.3x | |
| 9766 Konami Group | JP¥20.37k | 7.4% +JP¥189.8b | 7.0% | PE27.6x | |
| 9412 SKY Perfect JSAT | JP¥3.95k | 12.4% +JP¥123.3b | 236.7% | PE48x | |
| 2371 Kakaku.com | JP¥2.94k | 13.7% +JP¥69.9b | 16.7% | PE30.1x | |
| 4816 Toei AnimationLtd | JP¥2.82k | 8.1% +JP¥42.9b | -12.3% | PE23.3x |
