Narrative Update • Jul 10

Over the last 7 days, the Auto Components industry has dropped 1.7%, driven by a pullback from Aisin of 2.7%. Meanwhile, Sumitomo Electric Industries actually outperformed within the industry, gaining 7.1% in the last week. Over the past 12 months, the industry was up 49%. Looking forward, earnings are forecast to grow by 9.8% annually.
Has the Japanese Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 16 Jul 2026 | JP¥32.7t | JP¥46.7t | JP¥2.4t | 9.5x | 13.6x | 0.7x |
| Sat, 13 Jun 2026 | JP¥32.8t | JP¥46.7t | JP¥2.4t | 9.1x | 13.7x | 0.7x |
| Mon, 11 May 2026 | JP¥32.7t | JP¥46.4t | JP¥2.2t | 9.7x | 14.7x | 0.7x |
| Wed, 08 Apr 2026 | JP¥30.3t | JP¥46.0t | JP¥2.1t | 9.9x | 14.1x | 0.7x |
| Fri, 06 Mar 2026 | JP¥32.5t | JP¥46.0t | JP¥2.1t | 10.7x | 15.4x | 0.7x |
| Sun, 01 Feb 2026 | JP¥29.6t | JP¥45.6t | JP¥1.9t | 10.6x | 15.3x | 0.6x |
| Tue, 30 Dec 2025 | JP¥29.8t | JP¥45.8t | JP¥1.9t | 10.5x | 15.4x | 0.7x |
| Thu, 27 Nov 2025 | JP¥29.3t | JP¥46.5t | JP¥2.0t | 9.7x | 15x | 0.6x |
| Sat, 25 Oct 2025 | JP¥28.3t | JP¥46.1t | JP¥1.7t | 11.9x | 16.5x | 0.6x |
| Mon, 22 Sep 2025 | JP¥27.4t | JP¥46.1t | JP¥1.7t | 11.3x | 15.9x | 0.6x |
| Wed, 20 Aug 2025 | JP¥26.0t | JP¥45.5t | JP¥1.7t | 10.6x | 15.4x | 0.6x |
| Fri, 18 Jul 2025 | JP¥22.9t | JP¥45.6t | JP¥1.8t | 9.4x | 12.9x | 0.5x |
| Sun, 15 Jun 2025 | JP¥21.5t | JP¥45.6t | JP¥1.8t | 8.9x | 12.2x | 0.5x |
| Tue, 13 May 2025 | JP¥21.9t | JP¥45.5t | JP¥1.8t | 10x | 12x | 0.5x |
| Thu, 10 Apr 2025 | JP¥18.4t | JP¥45.2t | JP¥1.8t | 8.8x | 10.1x | 0.4x |
| Sat, 08 Mar 2025 | JP¥22.2t | JP¥45.2t | JP¥1.8t | 10.4x | 12.2x | 0.5x |
| Mon, 03 Feb 2025 | JP¥23.0t | JP¥45.2t | JP¥1.8t | 10x | 12.7x | 0.5x |
| Wed, 01 Jan 2025 | JP¥23.1t | JP¥45.4t | JP¥1.7t | 10.1x | 14x | 0.5x |
| Fri, 29 Nov 2024 | JP¥22.3t | JP¥45.4t | JP¥1.7t | 9.6x | 13.5x | 0.5x |
| Sun, 27 Oct 2024 | JP¥21.4t | JP¥45.6t | JP¥1.9t | 8.1x | 11.5x | 0.5x |
| Tue, 24 Sep 2024 | JP¥21.6t | JP¥45.6t | JP¥1.9t | 8.1x | 11.6x | 0.5x |
| Thu, 22 Aug 2024 | JP¥22.4t | JP¥45.5t | JP¥1.9t | 7.8x | 12x | 0.5x |
| Sat, 20 Jul 2024 | JP¥24.0t | JP¥45.0t | JP¥1.8t | 9x | 13.4x | 0.5x |
| Mon, 17 Jun 2024 | JP¥24.3t | JP¥45.0t | JP¥1.8t | 8.7x | 13.5x | 0.5x |
| Wed, 15 May 2024 | JP¥24.9t | JP¥44.8t | JP¥1.7t | 8.9x | 14.4x | 0.6x |
| Fri, 12 Apr 2024 | JP¥26.8t | JP¥44.5t | JP¥1.7t | 9.6x | 15.6x | 0.6x |
| Sun, 10 Mar 2024 | JP¥25.3t | JP¥44.7t | JP¥1.7t | 9.2x | 14.7x | 0.6x |
| Tue, 06 Feb 2024 | JP¥23.8t | JP¥44.3t | JP¥1.6t | 10.4x | 14.5x | 0.5x |
| Thu, 04 Jan 2024 | JP¥21.6t | JP¥43.8t | JP¥1.7t | 9.7x | 12.9x | 0.5x |
| Sat, 02 Dec 2023 | JP¥23.0t | JP¥43.8t | JP¥1.7t | 10.1x | 13.8x | 0.5x |
| Mon, 30 Oct 2023 | JP¥22.1t | JP¥42.9t | JP¥1.5t | 9.9x | 14.4x | 0.5x |
| Wed, 27 Sep 2023 | JP¥23.7t | JP¥42.8t | JP¥1.5t | 10.9x | 15.6x | 0.6x |
| Fri, 25 Aug 2023 | JP¥22.2t | JP¥42.8t | JP¥1.5t | 10.2x | 14.7x | 0.5x |
| Sun, 23 Jul 2023 | JP¥22.2t | JP¥41.3t | JP¥1.3t | 12x | 16.9x | 0.5x |
16.9x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -0.68% | |
| Consumer Discretionary | -2.46% | |
| Auto Components | -1.73% | |
| Tires and Rubber | -0.86% | |
| Auto Parts and Equipment | -1.97% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5802 Sumitomo Electric Industries | JP¥2.53k | 7.2% +JP¥531.9b | 210.4% | PE21.4x | |
| 5108 Bridgestone | JP¥3.68k | 1.7% +JP¥78.7b | 22.5% | PE13.8x | |
| 6902 DENSO | JP¥1.95k | 0.4% +JP¥22.9b | -0.6% | PE11.9x | |
| 5334 Niterra | JP¥10.37k | 1.0% +JP¥20.5b | 106.8% | PE18x | |
| 7240 NOK | JP¥3.00k | 3.8% +JP¥17.6b | 37.6% | PE10.3x |