Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Telecom Sector Analysis

UpdatedAug 11, 2026
DataAggregated Company Financials
Companies289
  • 7D2.6%
  • 3M2.3%
  • 1Y3.3%
  • YTD2.7%

The Telecom industry is up 2.6% in the last week, with Nintendo up 8.9%. In the last 12 months, the industry was up 3.3%. As for the next few years, earnings are forecast to decline by 10% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 11 Aug 2026JP¥101.7tJP¥53.7tJP¥8.7t15.7x11.6x1.9x
Thu, 09 Jul 2026JP¥99.0tJP¥52.7tJP¥8.6t15.4x11.5x1.9x
Sat, 06 Jun 2026JP¥107.1tJP¥52.7tJP¥8.6t14.8x12.4x2x
Mon, 04 May 2026JP¥96.6tJP¥51.6tJP¥7.2t16.5x13.3x1.9x
Wed, 01 Apr 2026JP¥88.1tJP¥51.6tJP¥7.3t16.2x12.1x1.7x
Fri, 27 Feb 2026JP¥91.6tJP¥51.6tJP¥7.3t16.7x12.6x1.8x
Sun, 25 Jan 2026JP¥97.3tJP¥50.5tJP¥6.6t18.5x14.7x1.9x
Tue, 23 Dec 2025JP¥96.9tJP¥50.5tJP¥6.6t17.9x14.6x1.9x
Thu, 20 Nov 2025JP¥101.8tJP¥50.5tJP¥6.6t17.4x15.3x2x
Sat, 18 Oct 2025JP¥106.4tJP¥49.6tJP¥4.9t20x21.7x2.1x
Mon, 15 Sep 2025JP¥104.8tJP¥49.6tJP¥4.9t21.3x21.4x2.1x
Wed, 13 Aug 2025JP¥101.4tJP¥49.5tJP¥5.0t21.5x20.4x2x
Fri, 11 Jul 2025JP¥90.2tJP¥48.8tJP¥4.4t19.2x20.4x1.8x
Sun, 08 Jun 2025JP¥84.4tJP¥48.9tJP¥4.4t18.9x19.2x1.7x
Tue, 06 May 2025JP¥84.7tJP¥48.4tJP¥4.2t19.3x20.1x1.7x
Thu, 03 Apr 2025JP¥78.1tJP¥48.4tJP¥4.2t19.2x18.5x1.6x
Sat, 01 Mar 2025JP¥80.8tJP¥48.4tJP¥4.2t18.9x19.2x1.7x
Mon, 27 Jan 2025JP¥80.7tJP¥48.1tJP¥5.6t19.3x14.5x1.7x
Wed, 25 Dec 2024JP¥78.3tJP¥48.1tJP¥5.6t18.9x14.1x1.6x
Fri, 22 Nov 2024JP¥76.1tJP¥48.1tJP¥5.6t17.8x13.7x1.6x
Sun, 20 Oct 2024JP¥75.7tJP¥47.7tJP¥3.6t16.9x21.2x1.6x
Tue, 17 Sep 2024JP¥75.0tJP¥47.7tJP¥3.6t17.7x20.9x1.6x
Thu, 15 Aug 2024JP¥72.8tJP¥47.6tJP¥3.6t17.7x20.3x1.5x
Sat, 13 Jul 2024JP¥81.8tJP¥47.3tJP¥3.4t19.2x24x1.7x
Mon, 10 Jun 2024JP¥75.6tJP¥47.3tJP¥3.4t17.8x22.1x1.6x
Wed, 08 May 2024JP¥73.9tJP¥47.0tJP¥3.1t19.4x24x1.6x
Fri, 05 Apr 2024JP¥75.9tJP¥47.0tJP¥3.1t19.6x24.7x1.6x
Sun, 03 Mar 2024JP¥78.6tJP¥47.2tJP¥3.1t20x25.5x1.7x
Tue, 30 Jan 2024JP¥75.7tJP¥47.0tJP¥1.7t18.9x45.5x1.6x
Thu, 28 Dec 2023JP¥70.9tJP¥47.0tJP¥1.7t18.1x42.7x1.5x
Sat, 25 Nov 2023JP¥71.2tJP¥47.0tJP¥1.7t18.2x42.9x1.5x
Mon, 23 Oct 2023JP¥68.5tJP¥46.6tJP¥5.6t17.1x12.2x1.5x
Wed, 20 Sep 2023JP¥72.6tJP¥46.6tJP¥5.6t17.7x12.9x1.6x
Fri, 18 Aug 2023JP¥68.4tJP¥46.6tJP¥5.6t17.4x12.2x1.5x
Price to Earnings Ratio

12.2x


Total Market Cap: JP¥68.4tTotal Earnings: JP¥5.6tTotal Revenue: JP¥46.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Telecom Sector Price to Earnings3Y Average 19.9x202420252026
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 11.6x which is lower than its 3-year average PE of 19.9x.
  • The industry is trading close to its 3-year average PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 16% per year over the last three years.
  • Revenues for these companies have grown 4.8% 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 Market3.28%
Telecom2.58%
Interactive Media and Services6.96%
Entertainment5.90%
Telecom Services and Carriers4.39%
Wireless Telecom0.82%
Media-0.29%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio of 60.6x.
    • Analysts are expecting annual earnings growth of 17.2%, which is lower than the prior year's growth of 30.0% per year.
  • Investors are most pessimistic about the Wireless Telecom industry, which is trading below its 3-year average of 15.4x.
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 30% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings decline by 25% 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¥5.48k4.9%
+JP¥1.5t		48.0%PE6.4x
7974 NintendoJP¥8.27k9.4%
+JP¥815.0b		-41.7%PE20x
9432 NTTJP¥159.906.3%
+JP¥768.9b		-1.9%PE12.4x
9434 SoftBankJP¥228.403.6%
+JP¥383.2b		-4.1%PE20x
9766 Konami GroupJP¥21.66k8.0%
+JP¥217.6b		-14.2%PE26x

Latest News

4751
JP¥1,249.00
CyberAgent
7D
-14.4%
1Y
-28.6%
7974
JP¥8,265.00
Nintendo
7D
9.4%
1Y
-41.7%
Analysis Article • Aug 09

Nintendo Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Nintendo Co., Ltd. ( TSE:7974 ) just released its first-quarter report and things are looking bullish. Nintendo...
9984
JP¥5,484.00
SoftBank Group
7D
4.9%
1Y
48.0%
Analysis Article • Aug 08

SoftBank Group Corp. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

As you might know, SoftBank Group Corp. ( TSE:9984 ) just kicked off its latest first-quarter results with some very...
9438
JP¥553.00
MTI
7D
-9.3%
1Y
-39.2%
9433
JP¥2,830.00
KDDI
7D
-1.5%
1Y
7.7%
Narrative Update • Aug 08

9433: Future Connectivity Partnerships Will Fail To Justify Elevated Pricing

Analysts now place KDDI's fair value at ¥2,239, up from ¥2,192. This reflects updated views on its discount rate, revenue growth, profit margin and future P/E, with recent research pointing to "positive prospects." What's in the News for KDDI KDDI scheduled a board meeting for August 7, 2026 to consider disposal of treasury stock in connection with the continuation of a performance linked stock compensation plan for executives.
3774
JP¥3,453.00
Internet Initiative Japan
7D
-0.8%
1Y
15.5%
4326
JP¥1,861.00
INTAGE HOLDINGS
7D
-3.3%
1Y
-5.2%
2433
JP¥1,246.00
Hakuhodo DY Holdings
7D
-1.4%
1Y
3.7%
Analysis Article • Aug 07

The Hakuhodo DY Holdings Inc (TSE:2433) First-Quarter Results Are Out And Analysts Have Published New Forecasts

Hakuhodo DY Holdings Inc ( TSE:2433 ) shareholders are probably feeling a little disappointed, since its shares fell...
9434
JP¥228.40
SoftBank
7D
3.6%
1Y
-4.1%
Analysis Article • Aug 06

SoftBank Corp. Just Recorded A 9.7% EPS Beat: Here's What Analysts Are Forecasting Next

SoftBank Corp. ( TSE:9434 ) just released its latest first-quarter results and things are looking bullish. The company...
4324
JP¥3,774.00
Dentsu Group
7D
8.4%
1Y
19.8%
Narrative Update • Aug 06

4324: Creator Partnerships And Index Shift Will Shape A Measured Outlook

Analysts have revised their price target for Dentsu Group to ¥3,442 from ¥3,282, reflecting updated assumptions around revenue growth, profit margins, the discount rate, and a future P/E estimate of 11.94x. What’s in the News for Dentsu Group Dentsu Group and CreatorIQ announced a data partnership that links dentsu.Audiences with CreatorIQ’s AI enabled creator platform.
4689
JP¥488.30
LY
7D
6.1%
1Y
-2.9%
Analysis Article • Aug 05

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

A week ago, LY Corporation ( TSE:4689 ) came out with a strong set of quarterly numbers that could potentially lead to...
9697
JP¥4,223.00
Capcom
7D
8.8%
1Y
4.1%
Analysis Article • Aug 05

We Think You Should Be Aware Of Some Concerning Factors In Capcom's (TSE:9697) Earnings

Following the solid earnings report from Capcom Co., Ltd. ( TSE:9697 ), the market responded by bidding up the stock...
9601
JP¥10,650.00
Shochiku
7D
-2.6%
1Y
-25.9%
9766
JP¥21,660.00
Konami Group
7D
8.0%
1Y
-14.2%
Analysis Article • Aug 02

Results: Konami Group Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

Konami Group Corporation ( TSE:9766 ) defied analyst predictions to release its quarterly results, which were ahead of...
9432
JP¥159.90
NTT
7D
6.3%
1Y
-1.9%
4784
JP¥543.00
GMO internet
7D
-2.3%
1Y
-65.9%