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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedDec 12, 2024
DataAggregated Company Financials
Companies753
  • 7D2.0%
  • 3M7.1%
  • 1Y10.5%
  • YTD10.1%

In the last week, the Consumer Discretionary industry is up 2.0%, with Sony Group up 9.3%. This takes the industry's 12 month performance to a gain of 10%. As for the next few years, earnings are expected to grow by 8.2% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Dec 2024JP¥175.4tJP¥240.8tJP¥12.7t14.1x13.8x0.7x
Sun, 10 Nov 2024JP¥170.1tJP¥241.5tJP¥12.9t13.7x13.2x0.7x
Tue, 08 Oct 2024JP¥175.0tJP¥240.4tJP¥14.0t13.8x12.5x0.7x
Thu, 05 Sep 2024JP¥170.3tJP¥240.1tJP¥13.9t13.3x12.2x0.7x
Sat, 03 Aug 2024JP¥161.1tJP¥236.4tJP¥13.7t12.9x11.8x0.7x
Mon, 01 Jul 2024JP¥181.7tJP¥235.6tJP¥13.9t13.8x13.1x0.8x
Wed, 29 May 2024JP¥182.7tJP¥235.4tJP¥13.8t13.5x13.2x0.8x
Fri, 26 Apr 2024JP¥183.9tJP¥232.1tJP¥12.8t13.7x14.4x0.8x
Sun, 24 Mar 2024JP¥197.2tJP¥231.6tJP¥12.7t14x15.5x0.9x
Tue, 20 Feb 2024JP¥184.0tJP¥231.6tJP¥12.7t13.5x14.5x0.8x
Thu, 18 Jan 2024JP¥173.1tJP¥226.3tJP¥11.8t13.7x14.6x0.8x
Sat, 16 Dec 2023JP¥161.4tJP¥226.0tJP¥11.8t13.4x13.7x0.7x
Mon, 13 Nov 2023JP¥166.4tJP¥225.7tJP¥11.7t13.3x14.2x0.7x
Wed, 11 Oct 2023JP¥163.1tJP¥219.5tJP¥10.5t13.7x15.5x0.7x
Fri, 08 Sep 2023JP¥167.7tJP¥219.3tJP¥10.5t14.2x16x0.8x
Sun, 06 Aug 2023JP¥160.4tJP¥216.0tJP¥10.1t14.2x15.8x0.7x
Tue, 04 Jul 2023JP¥161.6tJP¥211.2tJP¥9.1t14.4x17.7x0.8x
Thu, 01 Jun 2023JP¥146.0tJP¥211.0tJP¥9.2t13.2x15.9x0.7x
Sat, 29 Apr 2023JP¥143.8tJP¥204.6tJP¥9.2t13.7x15.6x0.7x
Mon, 27 Mar 2023JP¥134.3tJP¥204.3tJP¥9.2t12.8x14.6x0.7x
Wed, 22 Feb 2023JP¥137.3tJP¥205.0tJP¥9.2t12.8x14.9x0.7x
Fri, 20 Jan 2023JP¥129.9tJP¥196.6tJP¥9.3t12.6x14x0.7x
Sun, 18 Dec 2022JP¥134.2tJP¥196.5tJP¥9.3t12.9x14.5x0.7x
Tue, 15 Nov 2022JP¥136.8tJP¥196.0tJP¥9.3t12.7x14.8x0.7x
Thu, 13 Oct 2022JP¥130.6tJP¥187.5tJP¥9.0t13.2x14.5x0.7x
Sat, 10 Sep 2022JP¥138.4tJP¥187.3tJP¥9.0t13.3x15.4x0.7x
Mon, 08 Aug 2022JP¥137.8tJP¥186.4tJP¥9.1t13x15.2x0.7x
Wed, 06 Jul 2022JP¥132.2tJP¥184.1tJP¥9.3t12.8x14.3x0.7x
Fri, 03 Jun 2022JP¥134.0tJP¥184.0tJP¥9.2t13x14.5x0.7x
Sun, 01 May 2022JP¥133.1tJP¥182.8tJP¥9.3t11.9x14.3x0.7x
Tue, 29 Mar 2022JP¥139.4tJP¥182.3tJP¥9.3t11.9x15x0.8x
Thu, 24 Feb 2022JP¥136.1tJP¥182.2tJP¥9.3t11.6x14.6x0.7x
Sat, 22 Jan 2022JP¥141.3tJP¥182.1tJP¥9.2t12x15.3x0.8x
Mon, 20 Dec 2021JP¥142.6tJP¥182.0tJP¥9.2t12.2x15.5x0.8x
Price to Earnings Ratio

15.5x


Total Market Cap: JP¥142.6tTotal Earnings: JP¥9.2tTotal Revenue: JP¥182.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.5x202220232024
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 Market0.34%
Consumer Discretionary1.98%
General Merchandise and Department Stores4.44%
Consumer Durables4.34%
Auto2.36%
Retail Distributors1.40%
Hospitality0.84%
Specialty Stores0.76%
Auto Components0.69%
Online Retail and Ecommerce0%
Consumer Services-0.32%
Leisure-0.58%
Luxury-0.92%
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 9.4x.
    • Analysts are expecting annual earnings growth of 25.3%, 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 2.2% 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
6758 Sony GroupJP¥3.46k9.3%
+JP¥1.8t		33.6%PE18.5x
7203 Toyota MotorJP¥2.72k3.3%
+JP¥1.1t		5.7%PE8.4x
9983 Fast RetailingJP¥54.47k2.6%
+JP¥417.2b		53.6%PE44.9x
7269 Suzuki MotorJP¥1.81k10.4%
+JP¥328.9b		32.2%PE9.8x
4755 Rakuten GroupJP¥970.0016.3%
+JP¥292.3b		69.0%PS0.9x
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