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Japanese (NIKKEI) Telecom Sector Analysis

UpdatedDec 25, 2025
DataAggregated Company Financials
Companies296
  • 7D0.5%
  • 3M-6.3%
  • 1Y25.5%
  • YTD25.4%

The Telecom industry is up 1.1% in the last week, with SoftBank Group up 3.9%. During this same period, the Nintendo underperformed, falling 6.9%. This means that the industry has gained 26% over the past year. In the next few years, earnings are forecast to decline by 4.3% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Dec 2025JP¥97.1tJP¥50.5tJP¥6.6t18x14.6x1.9x
Sat, 22 Nov 2025JP¥101.2tJP¥50.5tJP¥6.6t17.8x15.2x2x
Mon, 20 Oct 2025JP¥106.4tJP¥49.6tJP¥4.9t20x21.7x2.1x
Wed, 17 Sep 2025JP¥104.4tJP¥49.6tJP¥4.9t21.3x21.4x2.1x
Fri, 15 Aug 2025JP¥102.0tJP¥49.6tJP¥5.0t21.7x20.6x2.1x
Sun, 13 Jul 2025JP¥89.7tJP¥48.8tJP¥4.4t19.4x20.3x1.8x
Tue, 10 Jun 2025JP¥85.5tJP¥48.9tJP¥4.4t19.1x19.4x1.7x
Thu, 08 May 2025JP¥85.2tJP¥48.4tJP¥4.2t19.3x20.2x1.8x
Sat, 05 Apr 2025JP¥76.4tJP¥48.4tJP¥4.2t18.2x18.1x1.6x
Mon, 03 Mar 2025JP¥80.7tJP¥48.4tJP¥4.2t18.9x19.1x1.7x
Wed, 29 Jan 2025JP¥80.8tJP¥48.1tJP¥5.6t19.9x14.5x1.7x
Fri, 27 Dec 2024JP¥78.3tJP¥48.1tJP¥5.6t19.2x14.1x1.6x
Sun, 24 Nov 2024JP¥76.3tJP¥48.1tJP¥5.6t17.8x13.7x1.6x
Tue, 22 Oct 2024JP¥75.7tJP¥47.7tJP¥3.6t17.1x21.2x1.6x
Thu, 19 Sep 2024JP¥74.5tJP¥47.6tJP¥3.6t17.8x20.8x1.6x
Sat, 17 Aug 2024JP¥74.8tJP¥47.6tJP¥3.6t18x20.9x1.6x
Mon, 15 Jul 2024JP¥81.8tJP¥47.3tJP¥3.4t19.2x24x1.7x
Wed, 12 Jun 2024JP¥75.9tJP¥47.3tJP¥3.4t18.1x22.3x1.6x
Fri, 10 May 2024JP¥72.6tJP¥47.0tJP¥3.1t19.5x23.7x1.5x
Sun, 07 Apr 2024JP¥75.3tJP¥47.0tJP¥3.1t19.4x24.5x1.6x
Tue, 05 Mar 2024JP¥78.1tJP¥47.2tJP¥3.1t19.8x25.4x1.7x
Thu, 01 Feb 2024JP¥76.0tJP¥47.0tJP¥1.7t18.7x45.5x1.6x
Sat, 30 Dec 2023JP¥71.3tJP¥47.0tJP¥1.7t17.9x42.9x1.5x
Mon, 27 Nov 2023JP¥71.2tJP¥47.0tJP¥1.7t18.2x42.9x1.5x
Wed, 25 Oct 2023JP¥68.5tJP¥46.6tJP¥5.6t16.9x12.2x1.5x
Fri, 22 Sep 2023JP¥71.0tJP¥46.6tJP¥5.6t17.6x12.6x1.5x
Sun, 20 Aug 2023JP¥68.0tJP¥46.6tJP¥5.6t17.4x12.1x1.5x
Tue, 18 Jul 2023JP¥69.7tJP¥46.1tJP¥2.9t17.5x24.2x1.5x
Thu, 15 Jun 2023JP¥69.5tJP¥46.1tJP¥2.9t17.6x24.1x1.5x
Sat, 13 May 2023JP¥66.0tJP¥45.4tJP¥787.0b17.6x83.9x1.5x
Mon, 10 Apr 2023JP¥63.3tJP¥45.3tJP¥875.4b16.8x72.3x1.4x
Wed, 08 Mar 2023JP¥64.4tJP¥45.3tJP¥873.8b17.1x73.7x1.4x
Fri, 03 Feb 2023JP¥64.6tJP¥44.7tJP¥1.6t16.1x40.5x1.4x
Sun, 01 Jan 2023JP¥62.8tJP¥44.6tJP¥1.6t15.7x39x1.4x
Price to Earnings Ratio

39x


Total Market Cap: JP¥62.8tTotal Earnings: JP¥1.6tTotal Revenue: JP¥44.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Telecom Sector Price to Earnings3Y Average 27x202320242025
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 14.8x which is lower than its 3-year average PE of 27.1x.
  • The 3-year average PS ratio of 1.6x 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 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 Market1.23%
Telecom0.46%
Wireless Telecom2.42%
Media1.27%
Telecom Services and Carriers0.86%
Interactive Media and Services-0.45%
Entertainment-3.19%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio of 24.2x.
    • Analysts are expecting annual earnings growth of 19.7%, which is higher than its past year's earnings growth of 12.1% per year.
  • Investors are most pessimistic about the Wireless Telecom industry, which is trading below its 3-year average of 21.1x.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 20% 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¥17.53k4.6%
+JP¥1.1t		96.4%PE8.2x
9432 NTTJP¥156.300.9%
+JP¥114.7b		1.4%PE12.3x
4784 GMO internetJP¥980.0054.1%
+JP¥94.3b		2.0%PE66.2x
9433 KDDIJP¥2.72k0.8%
+JP¥85.7b		10.1%PE14.5x
9697 CapcomJP¥3.60k2.7%
+JP¥39.7b		5.8%PE24.8x

Latest News

9432
JP¥156.30
NTT
7D
0.9%
1Y
1.4%

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

Dec 23
NTT's (TSE:9432) Dividend Will Be ¥2.65
4324
JP¥3,324.00
Dentsu Group
7D
-1.9%
1Y
-14.0%
4784
JP¥980.00
GMO internet
7D
54.1%
1Y
2.0%
4689
JP¥410.60
LY
7D
-1.2%
1Y
-3.1%

Do LY's (TSE:4689) Earnings Warrant Your Attention?

Dec 23
Do LY's (TSE:4689) Earnings Warrant Your Attention?
9404
JP¥3,807.00
Nippon Television Holdings
7D
-1.5%
1Y
33.5%

Nippon Television Holdings (TSE:9404) Will Pay A Dividend Of ¥30.00

Dec 22
Nippon Television Holdings (TSE:9404) Will Pay A Dividend Of ¥30.00
7974
JP¥10,435.00
Nintendo
7D
-6.7%
1Y
13.4%
5032
JP¥4,960.00
ANYCOLOR
7D
4.2%
1Y
72.2%

Solid Earnings Reflect ANYCOLOR's (TSE:5032) Strength As A Business

Dec 21
Solid Earnings Reflect ANYCOLOR's (TSE:5032) Strength As A Business
9602
JP¥8,224.00
Toho
7D
-1.2%
1Y
31.7%
9697
JP¥3,600.00
Capcom
7D
2.7%
1Y
5.8%
247A
JP¥1,624.00
Ai Robotics
7D
12.4%
1Y
166.2%
4816
JP¥2,705.00
Toei AnimationLtd
7D
3.4%
1Y
-24.1%

Does This Valuation Of Toei Animation Co.,Ltd. (TSE:4816) Imply Investors Are Overpaying?

Dec 16
Does This Valuation Of Toei Animation Co.,Ltd. (TSE:4816) Imply Investors Are Overpaying?
9433
JP¥2,715.00
KDDI
7D
0.8%
1Y
10.1%

9433: Future Margins And Capital Returns Will Balance Regulatory And Operational Risks

Analysts have raised their price target on KDDI slightly to approximately ¥2,725 from about ¥2,716, reflecting modestly improved expectations for revenue growth, profit margins, and future valuation multiples. What's in the News KDDI's board will meet on December 12, 2025, to approve the transfer of its bulk power purchasing service business for condominiums to Next Power Co., Ltd., a subsidiary of Kansai Electric Power, via an absorption-type company split (company filing).
9984
JP¥17,525.00
SoftBank Group
7D
4.6%
1Y
96.4%

9984: Expanding AI Infrastructure Investments Will Drive Shares Higher

Narrative Update on SoftBank Group Analysts have raised their price target for SoftBank Group from ¥20,000 to approximately ¥28,062. This reflects updated expectations for slightly stronger revenue growth, a higher long term valuation multiple, and a modestly higher discount rate despite lower projected profit margins.
4676
JP¥3,501.00
Fuji Media Holdings
7D
-4.3%
1Y
88.3%

Fuji Media Holdings (TSE:4676) Will Pay A Dividend Of ¥25.00

Dec 10
Fuji Media Holdings (TSE:4676) Will Pay A Dividend Of ¥25.00
9434
JP¥214.60
SoftBank
7D
-1.0%
1Y
9.4%

SoftBank (TSE:9434) Has Announced A Dividend Of ¥4.30

Dec 07
SoftBank (TSE:9434) Has Announced A Dividend Of ¥4.30
9766
JP¥21,245.00
Konami Group
7D
-1.3%
1Y
45.8%