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Japanese (NIKKEI) Telecom Sector Analysis

UpdatedNov 08, 2025
DataAggregated Company Financials
Companies293
  • 7D-6.1%
  • 3M8.3%
  • 1Y41.1%
  • YTD38.2%

Over the last 7 days, the Telecom industry has dropped 6.1%, driven by SoftBank Group declining 20%. Meanwhile, Nintendo actually outperformed within the industry, gaining 6.6% in the last week. Over the past 12 months, the industry was up 41%. Looking forward, earnings are forecast to decline by 2.9% per year.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 08 Nov 2025JP¥107.3tJP¥50.3tJP¥5.2t20.1x20.6x2.1x
Mon, 06 Oct 2025JP¥102.7tJP¥49.5tJP¥4.9t21x21x2.1x
Wed, 03 Sep 2025JP¥99.3tJP¥49.6tJP¥4.9t21.2x20.3x2x
Fri, 01 Aug 2025JP¥92.2tJP¥48.8tJP¥4.4t20x20.9x1.9x
Sun, 29 Jun 2025JP¥90.8tJP¥48.8tJP¥4.4t19.5x20.6x1.9x
Tue, 27 May 2025JP¥85.1tJP¥48.9tJP¥4.4t19x19.3x1.7x
Thu, 24 Apr 2025JP¥81.3tJP¥48.4tJP¥4.2t19x19.3x1.7x
Sat, 22 Mar 2025JP¥80.9tJP¥48.4tJP¥4.2t19.1x19.2x1.7x
Mon, 17 Feb 2025JP¥83.8tJP¥48.4tJP¥4.2t19.7x19.9x1.7x
Wed, 15 Jan 2025JP¥77.2tJP¥47.5tJP¥5.5t18.9x13.9x1.6x
Fri, 13 Dec 2024JP¥79.9tJP¥48.1tJP¥5.6t18.4x14.4x1.7x
Sun, 10 Nov 2024JP¥77.0tJP¥47.9tJP¥3.5t17.4x22.3x1.6x
Tue, 08 Oct 2024JP¥76.5tJP¥47.7tJP¥3.6t17.9x21.4x1.6x
Thu, 05 Sep 2024JP¥75.1tJP¥47.7tJP¥3.6t18x21x1.6x
Sat, 03 Aug 2024JP¥72.1tJP¥47.3tJP¥3.4t17.2x21.1x1.5x
Mon, 01 Jul 2024JP¥77.5tJP¥47.3tJP¥3.4t19x22.7x1.6x
Wed, 29 May 2024JP¥73.4tJP¥47.3tJP¥3.4t18.2x21.6x1.6x
Fri, 26 Apr 2024JP¥72.2tJP¥47.0tJP¥3.1t18.8x23.4x1.5x
Sun, 24 Mar 2024JP¥80.0tJP¥47.2tJP¥3.1t19.8x26x1.7x
Tue, 20 Feb 2024JP¥78.1tJP¥47.1tJP¥3.1t20.2x25.4x1.7x
Thu, 18 Jan 2024JP¥75.5tJP¥47.0tJP¥1.7t18.2x45.4x1.6x
Sat, 16 Dec 2023JP¥69.8tJP¥47.0tJP¥1.7t18x42x1.5x
Mon, 13 Nov 2023JP¥70.7tJP¥47.0tJP¥1.7t17.6x41.5x1.5x
Wed, 11 Oct 2023JP¥70.0tJP¥46.6tJP¥5.6t17.6x12.4x1.5x
Fri, 08 Sep 2023JP¥71.2tJP¥46.6tJP¥5.6t17.9x12.7x1.5x
Sun, 06 Aug 2023JP¥68.8tJP¥46.4tJP¥3.0t17.6x23.3x1.5x
Tue, 04 Jul 2023JP¥71.0tJP¥46.1tJP¥2.9t17.7x24.6x1.5x
Thu, 01 Jun 2023JP¥65.5tJP¥46.1tJP¥2.9t16.9x22.8x1.4x
Sat, 29 Apr 2023JP¥65.9tJP¥45.4tJP¥880.0b17.7x74.9x1.5x
Mon, 27 Mar 2023JP¥63.2tJP¥45.3tJP¥875.5b16.5x72.2x1.4x
Wed, 22 Feb 2023JP¥64.7tJP¥45.3tJP¥874.0b16.9x74x1.4x
Fri, 20 Jan 2023JP¥62.9tJP¥44.6tJP¥1.6t15.4x39x1.4x
Sun, 18 Dec 2022JP¥63.8tJP¥44.6tJP¥1.6t16.2x39.6x1.4x
Tue, 15 Nov 2022JP¥64.7tJP¥44.5tJP¥1.7t16.2x39.2x1.5x
Price to Earnings Ratio

39.2x


Total Market Cap: JP¥64.7tTotal Earnings: JP¥1.7tTotal Revenue: JP¥44.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Telecom Sector Price to Earnings3Y Average 27.8x202320242025
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 20.6x which is lower than its 3-year average PE of 27.8x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 47% per year over the last three years.
  • Revenues for these companies have grown 4.1% 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-0.98%
Telecom-6.15%
Entertainment3.46%
Media-0.37%
Telecom Services and Carriers-4.06%
Interactive Media and Services-5.63%
Wireless Telecom-12.24%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 25.8x.
    • Analysts are expecting annual earnings growth of 12.0%, which is lower than the prior year's growth of 15.0% 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
7974 NintendoJP¥13.91k6.6%
+JP¥1.0t		69.7%PE43.9x
9433 KDDIJP¥2.58k4.8%
+JP¥453.3b		5.2%PE13.8x
9684 Square Enix HoldingsJP¥3.21k7.6%
+JP¥82.4b		55.0%PE51x
3659 NEXONJP¥3.25k3.2%
+JP¥79.2b		21.7%PE25.2x
9412 SKY Perfect JSAT HoldingsJP¥1.71k12.7%
+JP¥54.7b		104.9%PE22.9x

Latest News

2371
JP¥2,466.00
Kakaku.com
7D
-10.3%
1Y
-4.2%

Analyst Estimates: Here's What Brokers Think Of Kakaku.com, Inc. (TSE:2371) After Its Half-Yearly Report

Nov 07
Analyst Estimates: Here's What Brokers Think Of Kakaku.com, Inc. (TSE:2371) After Its Half-Yearly Report
4689
JP¥425.20
LY
7D
-6.1%
1Y
3.2%

LY (TSE:4689) Is Increasing Its Dividend To ¥7.30

Nov 07
LY (TSE:4689) Is Increasing Its Dividend To ¥7.30
4784
JP¥801.00
GMO internet
7D
-15.4%
1Y
82.9%

GMO internet, Inc.'s (TSE:4784) Stock Retreats 25% But Revenues Haven't Escaped The Attention Of Investors

Nov 07
GMO internet, Inc.'s (TSE:4784) Stock Retreats 25% But Revenues Haven't Escaped The Attention Of Investors
9433
JP¥2,580.50
KDDI
7D
4.8%
1Y
5.2%
3659
JP¥3,250.00
NEXON
7D
3.2%
1Y
21.7%

3659: Revenue Stability And Share Buybacks Will Support Measured Performance Ahead

Analysts have made a slight upward revision to NEXON's price target, increasing it marginally to ¥3,246.78. They cite stable revenue growth and profitability metrics as reasons for their maintained optimism.
9412
JP¥1,709.00
SKY Perfect JSAT Holdings
7D
12.7%
1Y
104.9%
7974
JP¥13,905.00
Nintendo
7D
6.6%
1Y
69.7%

Nintendo Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Nov 06
Nintendo Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
9434
JP¥218.90
SoftBank
7D
0.09%
1Y
14.0%
9432
JP¥151.20
NTT
7D
-4.5%
1Y
-0.1%
4816
JP¥2,759.00
Toei AnimationLtd
7D
-4.8%
1Y
-20.9%

Toei AnimationLtd's (TSE:4816) Dividend Will Be ¥41.00

Nov 03
Toei AnimationLtd's (TSE:4816) Dividend Will Be ¥41.00
9766
JP¥24,435.00
Konami Group
7D
-5.1%
1Y
66.5%

Earnings Beat: Konami Group Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Nov 02
Earnings Beat: Konami Group Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
9984
JP¥21,700.00
SoftBank Group
7D
-19.8%
1Y
131.6%

9984: Heavy Investments In AI Ventures Will Face Headwinds From Delays And Leverage

Analysts have raised their price target for SoftBank Group from ¥18,644.4 to ¥19,951.8, citing updated fair value estimates and improving future prospects. What's in the News SoftBank's board approved a $22.5B investment, completing its $30B commitment to OpenAI.
9684
JP¥3,214.00
Square Enix Holdings
7D
7.6%
1Y
55.0%
9602
JP¥9,355.00
Toho
7D
3.3%
1Y
52.5%

We Think You Should Be Aware Of Some Concerning Factors In Toho's (TSE:9602) Earnings

Oct 28
We Think You Should Be Aware Of Some Concerning Factors In Toho's (TSE:9602) Earnings
9468
JP¥3,041.00
Kadokawa
7D
-11.9%
1Y
6.2%
3774
JP¥2,902.50
Internet Initiative Japan
7D
4.4%
1Y
0.7%