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Japanese (NIKKEI) Consumer Discretionary Sector Analysis
UpdatedDec 21, 2024
DataAggregated Company Financials
Companies758
- 7D-0.09%
- 3M4.2%
- 1Y12.5%
- YTD10.3%
The Consumer Discretionary industry has stayed flat over the last week. The past year has been better, since the industry has gained 12% in that time. Earnings are forecast to grow by 8.2% 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 |
|---|---|---|---|---|---|---|
| Sun, 22 Dec 2024 | JP¥175.8t | JP¥240.9t | JP¥12.7t | 14.3x | 13.9x | 0.7x |
| Tue, 19 Nov 2024 | JP¥170.7t | JP¥241.7t | JP¥12.8t | 13.7x | 13.3x | 0.7x |
| Thu, 17 Oct 2024 | JP¥169.9t | JP¥240.7t | JP¥14.0t | 13.6x | 12.2x | 0.7x |
| Sat, 14 Sep 2024 | JP¥163.8t | JP¥240.4t | JP¥14.0t | 13.3x | 11.7x | 0.7x |
| Mon, 12 Aug 2024 | JP¥157.5t | JP¥238.5t | JP¥13.8t | 12.7x | 11.4x | 0.7x |
| Wed, 10 Jul 2024 | JP¥183.0t | JP¥235.6t | JP¥13.9t | 13.8x | 13.2x | 0.8x |
| Fri, 07 Jun 2024 | JP¥180.7t | JP¥235.5t | JP¥13.8t | 13.5x | 13.1x | 0.8x |
| Sun, 05 May 2024 | JP¥185.5t | JP¥232.3t | JP¥12.8t | 13.7x | 14.5x | 0.8x |
| Tue, 02 Apr 2024 | JP¥191.0t | JP¥231.5t | JP¥12.7t | 13.9x | 15x | 0.8x |
| Thu, 29 Feb 2024 | JP¥186.1t | JP¥231.6t | JP¥12.7t | 13.5x | 14.7x | 0.8x |
| Sat, 27 Jan 2024 | JP¥173.1t | JP¥226.3t | JP¥11.8t | 13.7x | 14.6x | 0.8x |
| Mon, 25 Dec 2023 | JP¥160.4t | JP¥226.1t | JP¥11.8t | 13.4x | 13.6x | 0.7x |
| Wed, 22 Nov 2023 | JP¥166.5t | JP¥226.0t | JP¥11.8t | 13.3x | 14.1x | 0.7x |
| Fri, 20 Oct 2023 | JP¥160.9t | JP¥219.8t | JP¥10.6t | 13.2x | 15.2x | 0.7x |
| Sun, 17 Sep 2023 | JP¥172.7t | JP¥219.5t | JP¥10.5t | 14x | 16.4x | 0.8x |
| Tue, 15 Aug 2023 | JP¥160.0t | JP¥219.2t | JP¥10.5t | 13.9x | 15.2x | 0.7x |
| Thu, 13 Jul 2023 | JP¥155.2t | JP¥211.2t | JP¥9.1t | 14.5x | 17x | 0.7x |
| Sat, 10 Jun 2023 | JP¥153.5t | JP¥211.0t | JP¥9.1t | 13.8x | 16.8x | 0.7x |
| Mon, 08 May 2023 | JP¥143.3t | JP¥205.4t | JP¥9.2t | 14x | 15.6x | 0.7x |
| Wed, 05 Apr 2023 | JP¥140.5t | JP¥204.4t | JP¥9.2t | 13x | 15.3x | 0.7x |
| Fri, 03 Mar 2023 | JP¥137.0t | JP¥205.0t | JP¥9.2t | 13.3x | 14.8x | 0.7x |
| Sun, 29 Jan 2023 | JP¥134.6t | JP¥196.7t | JP¥9.3t | 12.9x | 14.5x | 0.7x |
| Tue, 27 Dec 2022 | JP¥127.6t | JP¥196.5t | JP¥9.3t | 12.4x | 13.8x | 0.6x |
| Thu, 24 Nov 2022 | JP¥139.1t | JP¥196.4t | JP¥9.3t | 13.1x | 15x | 0.7x |
| Sat, 22 Oct 2022 | JP¥131.7t | JP¥187.5t | JP¥9.0t | 13.2x | 14.6x | 0.7x |
| Mon, 19 Sep 2022 | JP¥136.6t | JP¥187.4t | JP¥9.0t | 13.4x | 15.2x | 0.7x |
| Wed, 17 Aug 2022 | JP¥140.7t | JP¥187.3t | JP¥9.0t | 13.3x | 15.6x | 0.8x |
| Fri, 15 Jul 2022 | JP¥133.6t | JP¥184.1t | JP¥9.3t | 13x | 14.4x | 0.7x |
| Sun, 12 Jun 2022 | JP¥137.4t | JP¥184.2t | JP¥9.3t | 13.2x | 14.8x | 0.7x |
| Tue, 10 May 2022 | JP¥131.0t | JP¥182.7t | JP¥9.3t | 11.8x | 14x | 0.7x |
| Thu, 07 Apr 2022 | JP¥136.3t | JP¥182.1t | JP¥9.3t | 11.8x | 14.7x | 0.7x |
| Sat, 05 Mar 2022 | JP¥130.1t | JP¥182.2t | JP¥9.3t | 11.3x | 14x | 0.7x |
| Mon, 31 Jan 2022 | JP¥137.5t | JP¥182.1t | JP¥9.2t | 11.5x | 14.9x | 0.8x |
| Wed, 29 Dec 2021 | JP¥144.4t | JP¥182.1t | JP¥9.2t | 12.2x | 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 14.5x.
- 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 11% per year over the last three years.
- Revenues for these companies have grown 9.8% 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 Consumer Discretionary sector?
| JP Market | -1.46% | |
| Consumer Discretionary | -0.089% | |
| Leisure | 2.28% | |
| Auto | 1.89% | |
| Retail Distributors | 1.00% | |
| Luxury | 0.065% | |
| Online Retail and Ecommerce | 0% | |
| Consumer Services | -0.57% | |
| Specialty Stores | -0.75% | |
| Hospitality | -0.95% | |
| Auto Components | -1.30% | |
| General Merchandise and Department Stores | -1.54% | |
| Consumer Durables | -1.54% | |
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 10.0x.
- Analysts are expecting annual earnings growth of 24.7%, which is higher than its past year's earnings growth of 22.1% per year.
- Investors are most pessimistic about the Auto industry, which is trading below its 3-year average of 9.4x.
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 roughly in line with its past earnings growth rate.
- In contrast, the Auto industry is expected to see its earnings grow by 2.4% per year 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 | |
|---|---|---|---|---|---|
| 7203 Toyota Motor | JP¥2.77k | 2.7% +JP¥971.5b | 10.2% | PE8.5x | |
| 7201 Nissan Motor | JP¥443.00 | 24.5% +JP¥319.3b | -21.6% | PE10.8x | |
| 8136 Sanrio Company | JP¥5.13k | 12.8% +JP¥137.9b | 180.2% | PE46.3x | |
| 7832 BANDAI NAMCO Holdings | JP¥3.77k | 5.4% +JP¥126.9b | 37.8% | PE19x | |
| 7211 Mitsubishi Motors | JP¥466.60 | 11.7% +JP¥72.7b | 4.5% | PE5.5x |
