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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedNov 26, 2021
DataAggregated Company Financials
Companies764
  • 7D-1.1%
  • 3M9.0%
  • 1Y19.6%
  • YTD17.9%

Over the last 7 days, the Consumer Discretionary industry has remained flat. As for the the longer term, the industry is up 20% over the past 12 months.

Sector Valuation and Performance

Has the Japanese Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Fri, 26 Nov 2021JP¥147.8tJP¥182.0tJP¥9.2t12.5x
Sun, 24 Oct 2021JP¥146.3tJP¥183.6tJP¥9.1t12.8x
Tue, 21 Sep 2021JP¥148.1tJP¥182.8tJP¥9.0t13.2x
Thu, 19 Aug 2021JP¥136.6tJP¥184.5tJP¥9.0t13.1x
Thu, 03 Jun 2021JP¥140.4tJP¥171.7tJP¥5.7t16.2x
Sun, 07 Mar 2021JP¥134.8tJP¥168.8tJP¥2.9t17.9x
Wed, 09 Dec 2020JP¥122.8tJP¥168.2tJP¥2.2t18x
Tue, 01 Sep 2020JP¥113.5tJP¥173.0tJP¥2.5t18.7x
Fri, 05 Jun 2020JP¥107.6tJP¥187.3tJP¥5.2t18x
Mon, 09 Mar 2020JP¥105.0tJP¥192.6tJP¥7.8t14.1x
Sun, 01 Dec 2019JP¥122.4tJP¥194.7tJP¥7.9t16.1x
Wed, 04 Sep 2019JP¥109.8tJP¥193.8tJP¥8.1t15x
Sat, 08 Jun 2019JP¥107.7tJP¥193.5tJP¥8.7t15.2x
Fri, 01 Mar 2019JP¥115.1tJP¥193.0tJP¥9.1t16x
Mon, 03 Dec 2018JP¥120.4tJP¥191.9tJP¥10.4t17.8x
PE Ratio

17.8x

Total Market Cap: JP¥120.4tTotal Earnings: JP¥10.4tTotal Revenue: JP¥191.9t0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 16.0x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Consumer Discretionary industry have declined 4.1% per year over the last three years, while revenues have remained mostly flat. This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Japanese Consumer Discretionary sector?

Hospitality-0.71%
Specialty Stores-0.73%
Auto-0.76%
Consumer Durables-0.88%
Luxury-0.97%
General Merchanise and Department Stores-1.25%
Consumer Services-1.35%
Online Retail and Ecommerce-1.46%
Retail Distributors-1.55%
Auto Components-1.92%
Leisure-2.11%

Industry PE: Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 32.5x. However analysts are expecting annual earnings growth of 39%, which is lower than the prior year's growth of 52% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Auto Components industry, which is trading below its 3-year average of 11.6x.

Forecasted Growth: Analysts are most optimistic on the Online Retail and Ecommerce industry, expecting annual earnings growth of 47% over the next 5 years. This is better than it's past earnings growth rate of 34% per year. Meanwhile, the Retail Distributors industry is expected to see its earnings grow by 5.2% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
7211 Mitsubishi Motors5.2%+JP¥29.8b108.2%PS0.3x
8227 SHIMAMURA5.5%+JP¥19.5b-6.4%PE11.4x
3186 NEXTAGE7.8%+JP¥13.5b77.4%PE20.4x
4385 Mercari0.9%+JP¥9.6b51.9%PE855.5x
7564 WorkmanLtd0.8%+JP¥4.1b-33.2%PE28.5x
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