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Japanese (NIKKEI) Telecom Sector Analysis

UpdatedDec 05, 2025
DataAggregated Company Financials
Companies295
  • 7D0.6%
  • 3M2.3%
  • 1Y29.8%
  • YTD30.6%

Last week, the Telecom industry hasn't moved much but SoftBank Group is up 14% in that time. The past year has been better, since the industry has gained 30% in that time. As for the next few years, earnings are forecast to decline by 3.6% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 06 Dec 2025JP¥100.8tJP¥50.5tJP¥6.6t17.8x15.2x2x
Mon, 03 Nov 2025JP¥114.3tJP¥49.6tJP¥4.9t20.6x23.2x2.3x
Wed, 01 Oct 2025JP¥101.5tJP¥49.6tJP¥4.9t21.2x20.8x2x
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
Price to Earnings Ratio

40x


Total Market Cap: JP¥64.4tTotal Earnings: JP¥1.6tTotal Revenue: JP¥44.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Telecom Sector Price to Earnings3Y Average 27.5x202320242025
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 15.2x which is lower than its 3-year average PE of 27.5x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 60% per year over the last three years.
  • Revenues for these companies have grown 4.2% 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 Market0.62%
Telecom0.58%
Wireless Telecom3.57%
Telecom Services and Carriers0.56%
Interactive Media and Services-1.66%
Media-2.68%
Entertainment-2.72%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio of 20.3x.
    • Analysts are expecting annual earnings growth of 20.6%, which is higher than its past year's earnings growth of 11.6% per year.
  • Investors are most pessimistic about the Wireless Telecom industry, which is trading below its 3-year average of 20.5x.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 21% 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 20% 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¥19.29k14.6%
+JP¥3.4t		113.1%PE8.7x
9412 SKY Perfect JSAT HoldingsJP¥2.04k5.2%
+JP¥28.3b		127.4%PE27.3x
6027 Bengo4.comIncJP¥3.14k6.5%
+JP¥4.3b		20.5%PE51.9x
147A SoracomJP¥1.06k6.2%
+JP¥2.8b		0.9%PE89x
3989 SharingtechnologyJP¥1.12k6.1%
+JP¥1.5b		18.2%PE18.9x

Latest News

7974
JP¥12,500.00
Nintendo
7D
-5.9%
1Y
38.0%
2436
JP¥1,004.00
Kyodo Public Relations
7D
16.7%
1Y
62.5%
9984
JP¥19,285.00
SoftBank Group
7D
14.6%
1Y
113.1%
6081
JP¥258.00
Allied Architects
7D
33.0%
1Y
18.3%

What Allied Architects, Inc.'s (TSE:6081) P/S Is Not Telling You

Dec 03
What Allied Architects, Inc.'s (TSE:6081) P/S Is Not Telling You
9412
JP¥2,035.00
SKY Perfect JSAT Holdings
7D
5.2%
1Y
127.4%
9602
JP¥8,566.00
Toho
7D
-4.8%
1Y
30.9%
9432
JP¥153.90
NTT
7D
-1.2%
1Y
-1.8%

NTT's (TSE:9432) Dividend Will Be ¥2.65

Nov 29
NTT's (TSE:9432) Dividend Will Be ¥2.65
9433
JP¥2,675.00
KDDI
7D
-0.5%
1Y
8.4%

9433: Future Margins And Share Buyback Activity Will Balance Key Risks

Analysts have raised their price target for KDDI from ¥2,688 to ¥2,716, reflecting incremental improvements in projected profit margins even though revenue growth expectations have been slightly tempered. What's in the News KDDI announced a dividend of JPY 40.00 per share for the second quarter-end of the year ending March 31, 2026.
6027
JP¥3,135.00
Bengo4.comInc
7D
6.5%
1Y
20.5%
9434
JP¥215.20
SoftBank
7D
-3.6%
1Y
8.6%
9697
JP¥3,673.00
Capcom
7D
-3.9%
1Y
5.2%

Capcom Co., Ltd.'s (TSE:9697) Share Price Not Quite Adding Up

Nov 25
Capcom Co., Ltd.'s (TSE:9697) Share Price Not Quite Adding Up
4816
JP¥2,598.00
Toei AnimationLtd
7D
-9.6%
1Y
-27.3%

Getting In Cheap On Toei Animation Co.,Ltd. (TSE:4816) Is Unlikely

Nov 24
Getting In Cheap On Toei Animation Co.,Ltd. (TSE:4816) Is Unlikely
9766
JP¥22,395.00
Konami Group
7D
-6.0%
1Y
48.2%
147A
JP¥1,064.00
Soracom
7D
6.2%
1Y
0.9%

Soracom's (TSE:147A) Earnings Are Weaker Than They Seem

Nov 20
Soracom's (TSE:147A) Earnings Are Weaker Than They Seem
3989
JP¥1,115.00
Sharingtechnology
7D
6.1%
1Y
18.2%
3656
JP¥274.00
KLab
7D
9.6%
1Y
62.1%