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Japanese (NIKKEI) Consumer Discretionary Sector Analysis
UpdatedNov 21, 2024
DataAggregated Company Financials
Companies752
- 7D1.0%
- 3M1.9%
- 1Y4.9%
- YTD7.4%
The Consumer Discretionary is pretty flat in the last 7 days, but Sony Group has stood out, gaining 4.4%. As for the the longer term, the industry is up 5.6% over the past 12 months. Looking forward, earnings are forecast to grow by 7.8% annually.
Sector Valuation and Performance
Has the Japanese Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 21 Nov 2024 | JP¥172.0t | JP¥241.7t | JP¥12.8t | 13.7x | 13.4x | 0.7x |
| Sat, 19 Oct 2024 | JP¥169.4t | JP¥240.8t | JP¥14.0t | 13.5x | 12.1x | 0.7x |
| Mon, 16 Sep 2024 | JP¥163.8t | JP¥240.4t | JP¥14.0t | 13.3x | 11.7x | 0.7x |
| Wed, 14 Aug 2024 | JP¥161.2t | JP¥238.9t | JP¥13.9t | 12.8x | 11.6x | 0.7x |
| Fri, 12 Jul 2024 | JP¥187.8t | JP¥235.6t | JP¥13.9t | 14x | 13.5x | 0.8x |
| Sun, 09 Jun 2024 | JP¥180.2t | JP¥235.5t | JP¥13.8t | 13.6x | 13x | 0.8x |
| Tue, 07 May 2024 | JP¥185.5t | JP¥232.3t | JP¥12.8t | 13.7x | 14.5x | 0.8x |
| Thu, 04 Apr 2024 | JP¥188.7t | JP¥231.5t | JP¥12.7t | 13.9x | 14.8x | 0.8x |
| Sat, 02 Mar 2024 | JP¥188.5t | JP¥231.6t | JP¥12.7t | 13.6x | 14.8x | 0.8x |
| Mon, 29 Jan 2024 | JP¥173.1t | JP¥226.3t | JP¥11.8t | 13.8x | 14.6x | 0.8x |
| Wed, 27 Dec 2023 | JP¥161.0t | JP¥226.1t | JP¥11.8t | 13.3x | 13.7x | 0.7x |
| Fri, 24 Nov 2023 | JP¥167.3t | JP¥226.0t | JP¥11.8t | 13.5x | 14.2x | 0.7x |
| Sun, 22 Oct 2023 | JP¥159.8t | JP¥219.8t | JP¥10.6t | 13.2x | 15.1x | 0.7x |
| Tue, 19 Sep 2023 | JP¥172.7t | JP¥219.5t | JP¥10.5t | 14.1x | 16.4x | 0.8x |
| Thu, 17 Aug 2023 | JP¥158.2t | JP¥219.3t | JP¥10.5t | 13.8x | 15.1x | 0.7x |
| Sat, 15 Jul 2023 | JP¥155.9t | JP¥211.2t | JP¥9.1t | 14.3x | 17.1x | 0.7x |
| Mon, 12 Jun 2023 | JP¥153.5t | JP¥211.0t | JP¥9.1t | 13.8x | 16.8x | 0.7x |
| Wed, 10 May 2023 | JP¥144.7t | JP¥205.4t | JP¥9.2t | 14x | 15.8x | 0.7x |
| Fri, 07 Apr 2023 | JP¥135.8t | JP¥204.4t | JP¥9.2t | 12.8x | 14.8x | 0.7x |
| Sun, 05 Mar 2023 | JP¥138.6t | JP¥205.0t | JP¥9.2t | 13.3x | 15x | 0.7x |
| Tue, 31 Jan 2023 | JP¥134.5t | JP¥196.7t | JP¥9.3t | 12.8x | 14.5x | 0.7x |
| Thu, 29 Dec 2022 | JP¥129.0t | JP¥196.4t | JP¥9.3t | 12.5x | 13.9x | 0.7x |
| Sat, 26 Nov 2022 | JP¥139.7t | JP¥196.4t | JP¥9.3t | 13.3x | 15.1x | 0.7x |
| Mon, 24 Oct 2022 | JP¥131.7t | JP¥187.5t | JP¥9.0t | 13.2x | 14.6x | 0.7x |
| Wed, 21 Sep 2022 | JP¥137.3t | JP¥187.4t | JP¥9.0t | 13.5x | 15.3x | 0.7x |
| Fri, 19 Aug 2022 | JP¥142.0t | JP¥187.3t | JP¥9.0t | 13.2x | 15.8x | 0.8x |
| Sun, 17 Jul 2022 | JP¥134.4t | JP¥184.1t | JP¥9.3t | 12.7x | 14.5x | 0.7x |
| Tue, 14 Jun 2022 | JP¥133.5t | JP¥184.2t | JP¥9.3t | 13.1x | 14.4x | 0.7x |
| Thu, 12 May 2022 | JP¥127.6t | JP¥182.9t | JP¥9.4t | 11.9x | 13.6x | 0.7x |
| Sat, 09 Apr 2022 | JP¥132.2t | JP¥182.1t | JP¥9.3t | 11.6x | 14.2x | 0.7x |
| Mon, 07 Mar 2022 | JP¥130.1t | JP¥182.3t | JP¥9.3t | 11.4x | 14x | 0.7x |
| Wed, 02 Feb 2022 | JP¥138.7t | JP¥182.1t | JP¥9.2t | 11.6x | 15x | 0.8x |
| Fri, 31 Dec 2021 | JP¥143.2t | JP¥182.1t | JP¥9.2t | 12.5x | 15.6x | 0.8x |
| Sun, 28 Nov 2021 | JP¥144.7t | JP¥182.0t | JP¥9.2t | 12.3x | 15.7x | 0.8x |
Price to Earnings Ratio
15.7x
Current Industry PE
- Investors are relatively neutral on the Japanese Consumer Discretionary 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 14.6x.
- The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 12% per year over the last three years.
- Revenues for these companies have grown 9.9% 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 Consumer Discretionary sector?
| JP Market | -0.44% | |
| Consumer Discretionary | 1.04% | |
| Luxury | 3.17% | |
| Consumer Durables | 2.53% | |
| Consumer Services | 2.24% | |
| Auto Components | 1.81% | |
| Auto | 1.67% | |
| Retail Distributors | 0.70% | |
| Specialty Stores | 0.63% | |
| Online Retail and Ecommerce | 0% | |
| General Merchandise and Department Stores | -1.06% | |
| Leisure | -2.13% | |
| Hospitality | -2.40% | |
Industry PE
- Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio of 8.3x.
- Analysts are expecting annual earnings growth of 25.3%, which is higher than its past year's earnings growth of 16.9% per year.
- Investors are most pessimistic about the Auto industry, which is trading below its 3-year average of 9.5x.
Forecasted Growth
- Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 25% over the next 5 years.
- This is better than its past earnings growth rate of 17% per year.
- In contrast, the Auto industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| 6758 Sony Group | JP¥2.95k | 2.5% +JP¥436.4b | 13.4% | PE15.8x | |
| 7269 Suzuki Motor | JP¥1.68k | 6.7% +JP¥203.5b | 13.5% | PE9.1x | |
| 7203 Toyota Motor | JP¥2.68k | 0.5% +JP¥190.4b | -1.8% | PE8.3x | |
| 7550 Zensho Holdings | JP¥9.14k | 12.5% +JP¥159.6b | 3.0% | PE36.7x | |
| 7267 Honda Motor | JP¥1.35k | 1.7% +JP¥106.7b | -12.8% | PE6.3x |
