Excite Holdings Co., Ltd. (TSE:5571) Might Not Be As Mispriced As It Looks
Feb 16
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Japanese (NIKKEI) Alternative Carriers Industry Analysis
UpdatedMar 13, 2026
DataAggregated Company Financials
Companies10
- 7D-1.2%
- 3M-7.0%
- 1Y4.4%
- YTDn/a
Over the last 7 days, the Alternative Carriers industry has dropped 1.2%, driven by a pullback from U-NEXT HOLDINGSLtd of 1.8%. In the past year, the industry has gained 4.4%. As for the next few years, earnings are expected to grow by 10% per annum.
Industry Valuation and Performance
Has the Japanese Alternative Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 14 Mar 2026 | JP¥410.9b | JP¥539.3b | JP¥23.4b | 18.4x | 17.5x | 0.8x |
| Mon, 09 Feb 2026 | JP¥425.6b | JP¥536.2b | JP¥23.4b | 16.6x | 18.2x | 0.8x |
| Wed, 07 Jan 2026 | JP¥459.9b | JP¥523.1b | JP¥23.2b | 15.4x | 19.8x | 0.9x |
| Fri, 05 Dec 2025 | JP¥453.9b | JP¥520.8b | JP¥23.0b | 15.5x | 19.8x | 0.9x |
| Sun, 02 Nov 2025 | JP¥459.4b | JP¥517.2b | JP¥23.1b | 17.8x | 19.9x | 0.9x |
| Tue, 30 Sep 2025 | JP¥476.9b | JP¥498.6b | JP¥20.3b | 13.6x | 23.5x | 1x |
| Thu, 28 Aug 2025 | JP¥477.9b | JP¥496.7b | JP¥20.0b | 12.9x | 23.9x | 1x |
| Sat, 26 Jul 2025 | JP¥461.0b | JP¥495.1b | JP¥20.1b | 12.1x | 23x | 0.9x |
| Mon, 23 Jun 2025 | JP¥481.3b | JP¥481.7b | JP¥20.2b | 12.2x | 23.8x | 1x |
| Wed, 21 May 2025 | JP¥452.9b | JP¥469.6b | JP¥22.5b | 12x | 20.1x | 1x |
| Fri, 18 Apr 2025 | JP¥430.2b | JP¥472.3b | JP¥22.5b | 14.6x | 19.1x | 0.9x |
| Sun, 16 Mar 2025 | JP¥384.8b | JP¥455.8b | JP¥22.1b | 13x | 17.4x | 0.8x |
| Tue, 11 Feb 2025 | JP¥412.6b | JP¥453.6b | JP¥22.3b | 12.7x | 18.5x | 0.9x |
| Thu, 09 Jan 2025 | JP¥375.5b | JP¥434.9b | JP¥22.0b | 11.2x | 17x | 0.9x |
| Sat, 07 Dec 2024 | JP¥380.8b | JP¥434.6b | JP¥22.2b | 11.9x | 17.1x | 0.9x |
| Mon, 04 Nov 2024 | JP¥368.3b | JP¥445.1b | JP¥16.5b | 12.1x | 22.4x | 0.8x |
| Wed, 02 Oct 2024 | JP¥404.6b | JP¥427.7b | JP¥16.9b | 13.8x | 24x | 0.9x |
| Fri, 30 Aug 2024 | JP¥429.2b | JP¥428.5b | JP¥16.9b | 14.5x | 25.3x | 1x |
| Sun, 28 Jul 2024 | JP¥380.2b | JP¥429.2b | JP¥17.3b | 16.1x | 21.9x | 0.9x |
| Tue, 25 Jun 2024 | JP¥350.4b | JP¥414.3b | JP¥16.5b | 15.4x | 21.3x | 0.8x |
| Thu, 23 May 2024 | JP¥361.3b | JP¥413.8b | JP¥15.9b | 16.5x | 22.7x | 0.9x |
| Sat, 20 Apr 2024 | JP¥333.5b | JP¥401.0b | JP¥22.1b | 14.7x | 15.1x | 0.8x |
| Mon, 18 Mar 2024 | JP¥363.3b | JP¥392.2b | JP¥20.2b | 14.7x | 18x | 0.9x |
| Wed, 14 Feb 2024 | JP¥338.5b | JP¥401.6b | JP¥19.4b | 13x | 17.5x | 0.8x |
| Fri, 12 Jan 2024 | JP¥422.5b | JP¥452.1b | JP¥23.5b | 10.8x | 18x | 0.9x |
| Sun, 10 Dec 2023 | JP¥399.1b | JP¥450.5b | JP¥22.9b | 12.3x | 17.4x | 0.9x |
| Tue, 07 Nov 2023 | JP¥395.6b | JP¥448.0b | JP¥22.9b | 12.8x | 17.3x | 0.9x |
| Thu, 05 Oct 2023 | JP¥314.5b | JP¥436.7b | JP¥22.0b | 11.9x | 14.3x | 0.7x |
| Sat, 02 Sep 2023 | JP¥334.0b | JP¥433.8b | JP¥21.5b | 13.6x | 15.6x | 0.8x |
| Mon, 31 Jul 2023 | JP¥383.7b | JP¥431.4b | JP¥21.5b | 13.3x | 17.8x | 0.9x |
| Wed, 28 Jun 2023 | JP¥382.1b | JP¥423.4b | JP¥20.5b | 14.9x | 18.6x | 0.9x |
| Fri, 26 May 2023 | JP¥373.4b | JP¥414.4b | JP¥19.1b | 16.7x | 19.5x | 0.9x |
| Sun, 23 Apr 2023 | JP¥309.9b | JP¥413.1b | JP¥18.4b | 17.8x | 16.8x | 0.8x |
| Tue, 21 Mar 2023 | JP¥278.5b | JP¥401.9b | JP¥17.9b | 15.1x | 15.6x | 0.7x |
Price to Earnings Ratio
15.6x
Current Industry PE
- Investors are relatively neutral on the Japanese Alternative Carriers industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 19.5x.
- The industry is trading close to its 3-year average PS ratio of 0.89x.
Past Earnings Growth
- The earnings for companies in the Alternative Carriers industry have grown 9.4% per year over the last three years.
- Revenues for these companies have grown 10% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Japanese Alternative Carriers compare with similar industries?
| JP Market | -1.36% | |
| Telecom | 2.60% | |
| Telecom Services and Carriers | 3.47% | |
| Alternative Carriers | -1.18% | |
| Integrated Telecom Services | 3.62% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5571 Excite Holdings | JP¥1.10k | 2.1% +JP¥110.4m | -7.9% | PE120.1x | |
| 4347 Broadmedia | JP¥2.18k | 0.3% +JP¥49.9m | 33.5% | PE20.9x |
