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Apr 20
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Japanese (NIKKEI) Consumer Discretionary Sector Analysis
UpdatedApr 20, 2025
DataAggregated Company Financials
Companies752
- 7D4.1%
- 3M-2.8%
- 1Y-5.8%
- YTD-7.3%
The Consumer Discretionary industry is up 4.1% in the last week, with Toyota Motor up 5.1%. In the past year, the industry is down 5.8%. Earnings are forecast to grow by 5.7% 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 |
|---|---|---|---|---|---|---|
| Mon, 21 Apr 2025 | JP¥166.9t | JP¥243.0t | JP¥13.9t | 13.8x | 12x | 0.7x |
| Wed, 19 Mar 2025 | JP¥178.8t | JP¥242.9t | JP¥13.8t | 14.7x | 12.9x | 0.7x |
| Fri, 14 Feb 2025 | JP¥179.2t | JP¥241.7t | JP¥13.7t | 14.1x | 13.1x | 0.7x |
| Sun, 12 Jan 2025 | JP¥176.8t | JP¥240.9t | JP¥12.7t | 14.7x | 14x | 0.7x |
| Tue, 10 Dec 2024 | JP¥173.2t | JP¥240.8t | JP¥12.7t | 13.9x | 13.7x | 0.7x |
| Thu, 07 Nov 2024 | JP¥170.3t | JP¥240.8t | JP¥13.9t | 13.3x | 12.2x | 0.7x |
| Sat, 05 Oct 2024 | JP¥171.7t | JP¥240.4t | JP¥14.0t | 13.6x | 12.3x | 0.7x |
| Mon, 02 Sep 2024 | JP¥174.5t | JP¥240.0t | JP¥13.9t | 13.5x | 12.5x | 0.7x |
| Wed, 31 Jul 2024 | JP¥176.4t | JP¥236.0t | JP¥13.8t | 13.6x | 12.8x | 0.7x |
| Fri, 28 Jun 2024 | JP¥181.2t | JP¥235.6t | JP¥13.9t | 13.7x | 13.1x | 0.8x |
| Sun, 26 May 2024 | JP¥181.1t | JP¥235.4t | JP¥13.8t | 13.6x | 13.1x | 0.8x |
| Tue, 23 Apr 2024 | JP¥182.5t | JP¥232.1t | JP¥12.8t | 13.5x | 14.3x | 0.8x |
| Thu, 21 Mar 2024 | JP¥191.8t | JP¥231.8t | JP¥12.7t | 14x | 15.1x | 0.8x |
| Sat, 17 Feb 2024 | JP¥182.8t | JP¥231.6t | JP¥12.7t | 13.4x | 14.4x | 0.8x |
| Mon, 15 Jan 2024 | JP¥173.3t | JP¥226.3t | JP¥11.8t | 13.7x | 14.7x | 0.8x |
| Wed, 13 Dec 2023 | JP¥163.6t | JP¥226.0t | JP¥11.8t | 13.4x | 13.9x | 0.7x |
| Fri, 10 Nov 2023 | JP¥167.7t | JP¥223.6t | JP¥11.5t | 13.3x | 14.5x | 0.7x |
| Sun, 08 Oct 2023 | JP¥159.7t | JP¥219.5t | JP¥10.5t | 13.5x | 15.2x | 0.7x |
| Tue, 05 Sep 2023 | JP¥166.8t | JP¥219.3t | JP¥10.5t | 14.3x | 15.9x | 0.8x |
| Thu, 03 Aug 2023 | JP¥163.5t | JP¥215.6t | JP¥10.1t | 14.3x | 16.2x | 0.8x |
| Sat, 01 Jul 2023 | JP¥159.7t | JP¥211.2t | JP¥9.1t | 14.3x | 17.5x | 0.8x |
| Mon, 29 May 2023 | JP¥147.7t | JP¥211.0t | JP¥9.2t | 13.6x | 16.1x | 0.7x |
| Wed, 26 Apr 2023 | JP¥141.1t | JP¥204.5t | JP¥9.2t | 13.7x | 15.3x | 0.7x |
| Fri, 24 Mar 2023 | JP¥134.5t | JP¥204.3t | JP¥9.2t | 12.7x | 14.6x | 0.7x |
| Sun, 19 Feb 2023 | JP¥137.1t | JP¥205.0t | JP¥9.2t | 12.7x | 14.9x | 0.7x |
| Tue, 17 Jan 2023 | JP¥126.8t | JP¥196.6t | JP¥9.3t | 12.3x | 13.7x | 0.6x |
| Thu, 15 Dec 2022 | JP¥136.1t | JP¥196.4t | JP¥9.2t | 12.8x | 14.7x | 0.7x |
| Sat, 12 Nov 2022 | JP¥137.6t | JP¥194.9t | JP¥9.2t | 13.2x | 15x | 0.7x |
| Mon, 10 Oct 2022 | JP¥132.9t | JP¥187.5t | JP¥9.0t | 13.3x | 14.8x | 0.7x |
| Wed, 07 Sep 2022 | JP¥135.7t | JP¥187.3t | JP¥9.0t | 13.2x | 15.1x | 0.7x |
| Fri, 05 Aug 2022 | JP¥136.8t | JP¥185.2t | JP¥9.2t | 13.2x | 14.8x | 0.7x |
| Sun, 03 Jul 2022 | JP¥129.9t | JP¥184.1t | JP¥9.3t | 12.8x | 14x | 0.7x |
| Tue, 31 May 2022 | JP¥131.2t | JP¥183.2t | JP¥9.2t | 12.8x | 14.3x | 0.7x |
| Thu, 28 Apr 2022 | JP¥130.9t | JP¥182.3t | JP¥9.4t | 11.6x | 14x | 0.7x |
Price to Earnings Ratio
14x
Current Industry PE
- Investors are pessimistic on the Japanese Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 12.0x which is lower than its 3-year average PE of 14.3x.
- 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 14% 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 Trends
Which industries have driven the changes within the Japanese Consumer Discretionary sector?
| JP Market | 3.87% | |
| Consumer Discretionary | 4.14% | |
| Leisure | 5.22% | |
| Consumer Durables | 5.20% | |
| Auto | 5.19% | |
| Retail Distributors | 4.72% | |
| Auto Components | 4.68% | |
| Specialty Stores | 3.32% | |
| Consumer Services | 2.66% | |
| General Merchandise and Department Stores | 2.14% | |
| Hospitality | 1.35% | |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -0.74% | |
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 14.3x.
- Analysts are expecting annual earnings growth of 18.6%, which is higher than its past year's earnings growth of 2.6% per year.
- Investors are most pessimistic about the Auto industry, which is trading below its 3-year average of 9.2x.
Forecasted Growth
- Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 19% over the next 5 years.
- This is better than its past earnings growth rate of 2.6% per year.
- In contrast, the Auto industry is expected to see its earnings decline by 2.8% 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¥2.54k | 5.1% +JP¥1.6t | -27.8% | PE6.5x | |
| 6758 Sony Group | JP¥3.47k | 6.1% +JP¥1.2t | 38.3% | PE18.4x | |
| 9983 Fast Retailing | JP¥47.07k | 3.4% +JP¥472.5b | 16.2% | PE35.3x | |
| 7267 Honda Motor | JP¥1.39k | 6.0% +JP¥345.5b | -20.2% | PE5.8x | |
| 6902 DENSO | JP¥1.76k | 5.6% +JP¥263.4b | -37.6% | PE11x |
