NTT (TSE:9432) Is Increasing Its Dividend To ¥2.65
Jul 11
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Japanese (NIKKEI) Telecom Sector Analysis
UpdatedJul 14, 2025
DataAggregated Company Financials
Companies294
- 7D-1.5%
- 3M13.6%
- 1Y11.8%
- YTD14.9%
Over the last 7 days, the Telecom industry has dropped 1.5%, driven by a pullback from Nintendo of 5.1%. On the other hand GMO internet is actually up 49%. Over the past 12 months, the industry was up 12%. Looking forward, earnings are forecast to grow by 5.5% 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, 15 Jul 2025 | JP¥89.7t | JP¥48.8t | JP¥4.4t | 19.4x | 20.3x | 1.8x |
| Thu, 12 Jun 2025 | JP¥85.3t | JP¥48.9t | JP¥4.4t | 19.2x | 19.4x | 1.7x |
| Sat, 10 May 2025 | JP¥85.1t | JP¥48.6t | JP¥4.2t | 19.1x | 20.1x | 1.8x |
| Mon, 07 Apr 2025 | JP¥76.5t | JP¥48.4t | JP¥4.2t | 18.2x | 18.1x | 1.6x |
| Wed, 05 Mar 2025 | JP¥80.5t | JP¥48.4t | JP¥4.2t | 19.1x | 19.1x | 1.7x |
| Fri, 31 Jan 2025 | JP¥81.5t | JP¥48.1t | JP¥5.6t | 20.3x | 14.6x | 1.7x |
| Sun, 29 Dec 2024 | JP¥79.9t | JP¥48.1t | JP¥5.6t | 19.4x | 14.4x | 1.7x |
| Tue, 26 Nov 2024 | JP¥76.5t | JP¥48.1t | JP¥5.6t | 18x | 13.8x | 1.6x |
| Thu, 24 Oct 2024 | JP¥74.9t | JP¥47.7t | JP¥3.6t | 16.7x | 21x | 1.6x |
| Sat, 21 Sep 2024 | JP¥75.9t | JP¥47.7t | JP¥3.6t | 17.8x | 21.2x | 1.6x |
| Mon, 19 Aug 2024 | JP¥74.8t | JP¥47.7t | JP¥3.6t | 17.6x | 20.9x | 1.6x |
| Wed, 17 Jul 2024 | JP¥81.4t | JP¥47.3t | JP¥3.4t | 19.2x | 23.9x | 1.7x |
| Fri, 14 Jun 2024 | JP¥75.2t | JP¥47.3t | JP¥3.4t | 18x | 22x | 1.6x |
| Sun, 12 May 2024 | JP¥73.3t | JP¥47.1t | JP¥3.1t | 18.9x | 23.5x | 1.6x |
| Tue, 09 Apr 2024 | JP¥75.7t | JP¥47.0t | JP¥3.1t | 19.7x | 24.6x | 1.6x |
| Thu, 07 Mar 2024 | JP¥77.9t | JP¥47.2t | JP¥3.1t | 19.9x | 25.3x | 1.7x |
| Sat, 03 Feb 2024 | JP¥77.2t | JP¥47.1t | JP¥1.7t | 19.7x | 45.7x | 1.6x |
| Mon, 01 Jan 2024 | JP¥71.3t | JP¥47.0t | JP¥1.7t | 17.9x | 42.9x | 1.5x |
| Wed, 29 Nov 2023 | JP¥70.9t | JP¥47.0t | JP¥1.7t | 18.1x | 42.7x | 1.5x |
| Fri, 27 Oct 2023 | JP¥67.8t | JP¥46.6t | JP¥5.6t | 16.9x | 12.1x | 1.5x |
| Sun, 24 Sep 2023 | JP¥71.0t | JP¥46.6t | JP¥5.6t | 17.7x | 12.6x | 1.5x |
| Tue, 22 Aug 2023 | JP¥68.0t | JP¥46.6t | JP¥5.6t | 17.6x | 12.1x | 1.5x |
| Thu, 20 Jul 2023 | JP¥70.1t | JP¥46.1t | JP¥2.9t | 17.6x | 24.3x | 1.5x |
| Sat, 17 Jun 2023 | JP¥69.8t | JP¥46.1t | JP¥2.9t | 17.7x | 24.2x | 1.5x |
| Mon, 15 May 2023 | JP¥66.0t | JP¥45.6t | JP¥2.8t | 17.7x | 23.3x | 1.4x |
| Wed, 12 Apr 2023 | JP¥63.7t | JP¥45.3t | JP¥875.4b | 17.3x | 72.8x | 1.4x |
| Fri, 10 Mar 2023 | JP¥65.3t | JP¥45.3t | JP¥873.8b | 17.1x | 74.7x | 1.4x |
| Sun, 05 Feb 2023 | JP¥64.7t | JP¥44.9t | JP¥1.8t | 16.1x | 35.1x | 1.4x |
| Tue, 03 Jan 2023 | JP¥62.8t | JP¥44.6t | JP¥1.6t | 15.7x | 39x | 1.4x |
| Thu, 01 Dec 2022 | JP¥65.2t | JP¥44.6t | JP¥1.6t | 16.8x | 40.5x | 1.5x |
| Sat, 29 Oct 2022 | JP¥66.8t | JP¥43.9t | -JP¥1,740,851,131,000.00 | 15.7x | -38.4x | 1.5x |
| Mon, 26 Sep 2022 | JP¥65.0t | JP¥43.8t | -JP¥1,748,123,920,000.00 | 16x | -37.2x | 1.5x |
| Wed, 24 Aug 2022 | JP¥66.4t | JP¥43.8t | -JP¥1,755,189,224,000.00 | 16.5x | -37.9x | 1.5x |
| Fri, 22 Jul 2022 | JP¥68.2t | JP¥43.3t | JP¥2.2t | 16.8x | 31.1x | 1.6x |
Price to Earnings Ratio
31.1x
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 20.3x which is lower than its 3-year average PE of 23.1x.
- The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have grown 26% per year over the last three years.
- Revenues for these companies have grown 4.0% 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 | -0.075% | |
| Telecom | -1.46% | |
| Media | 2.50% | |
| Interactive Media and Services | -0.85% | |
| Telecom Services and Carriers | -1.09% | |
| Wireless Telecom | -1.81% | |
| Entertainment | -2.31% | |
Industry PE
- Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio of 33.6x.
- Analysts are expecting annual earnings growth of 25.0%, which is higher than its past year's earnings growth of 12.2% per year.
- Investors are most pessimistic about the Telecom Services and Carriers industry, which is trading close to its 3-year average of 11.9x.
Forecasted Growth
- Analysts are most optimistic on the Media industry, expecting annual earnings growth of 25% 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 5.9% 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 | |
|---|---|---|---|---|---|
| 4784 GMO internet | JP¥2.33k | 49.3% +JP¥210.8b | 323.6% | PE532.7x | |
| 9602 Toho | JP¥8.33k | 1.2% +JP¥17.0b | 84.9% | PE32.6x | |
| 4676 Fuji Media Holdings | JP¥3.46k | 1.9% +JP¥13.7b | 85.0% | PS1.3x | |
| 247A Ai Robotics | JP¥6.39k | 21.9% +JP¥13.4b | n/a | PE43.8x | |
| 9412 SKY Perfect JSAT Holdings | JP¥1.39k | 3.1% +JP¥11.9b | 54.4% | PE20.7x |
