Returns On Capital Are Showing Encouraging Signs At NHK Spring (TSE:5991)
Nov 05
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Japanese (NIKKEI) Auto Components Industry Analysis
UpdatedNov 05, 2025
DataAggregated Company Financials
Companies106
- 7D3.2%
- 3M17.9%
- 1Y36.3%
- YTD31.2%
In the last week, the Auto Components industry is up 3.2%, with Sumitomo Electric Industries up 19%. Meanwhile, DENSO actually underperformed within the industry, shrinking 8.6% in the last week. This means that the industry has gained 36% over the past year. As for the next few years, earnings are expected to grow by 12% per annum.
Industry Valuation and Performance
Has the Japanese Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 06 Nov 2025 | JP¥29.0t | JP¥46.5t | JP¥1.8t | 11.2x | 16.2x | 0.6x |
| Sat, 04 Oct 2025 | JP¥27.0t | JP¥46.1t | JP¥1.7t | 11.1x | 15.7x | 0.6x |
| Mon, 01 Sep 2025 | JP¥26.3t | JP¥45.5t | JP¥1.7t | 11.3x | 15.6x | 0.6x |
| Wed, 30 Jul 2025 | JP¥23.8t | JP¥45.6t | JP¥1.8t | 9.8x | 13.5x | 0.5x |
| Fri, 27 Jun 2025 | JP¥22.0t | JP¥45.6t | JP¥1.8t | 9x | 12.4x | 0.5x |
| Sun, 25 May 2025 | JP¥21.6t | JP¥45.6t | JP¥1.8t | 8.8x | 12.2x | 0.5x |
| Tue, 22 Apr 2025 | JP¥19.7t | JP¥45.2t | JP¥1.8t | 9x | 10.8x | 0.4x |
| Thu, 20 Mar 2025 | JP¥23.0t | JP¥45.2t | JP¥1.8t | 10.7x | 12.6x | 0.5x |
| Sat, 15 Feb 2025 | JP¥22.3t | JP¥45.2t | JP¥1.8t | 9.9x | 12.1x | 0.5x |
| Mon, 13 Jan 2025 | JP¥22.3t | JP¥45.0t | JP¥1.6t | 10.3x | 13.7x | 0.5x |
| Wed, 11 Dec 2024 | JP¥22.5t | JP¥45.4t | JP¥1.7t | 9.8x | 13.6x | 0.5x |
| Fri, 08 Nov 2024 | JP¥22.9t | JP¥45.3t | JP¥1.8t | 8.6x | 12.7x | 0.5x |
| Sun, 06 Oct 2024 | JP¥21.8t | JP¥45.6t | JP¥1.9t | 8.4x | 11.7x | 0.5x |
| Tue, 03 Sep 2024 | JP¥22.5t | JP¥45.5t | JP¥1.9t | 8.3x | 12.1x | 0.5x |
| Thu, 01 Aug 2024 | JP¥23.9t | JP¥45.1t | JP¥1.8t | 9.1x | 13.4x | 0.5x |
| Sat, 29 Jun 2024 | JP¥24.2t | JP¥45.0t | JP¥1.8t | 8.8x | 13.5x | 0.5x |
| Mon, 27 May 2024 | JP¥24.8t | JP¥45.0t | JP¥1.8t | 8.8x | 13.8x | 0.5x |
| Wed, 24 Apr 2024 | JP¥26.1t | JP¥44.5t | JP¥1.7t | 9.1x | 15.2x | 0.6x |
| Fri, 22 Mar 2024 | JP¥26.6t | JP¥44.7t | JP¥1.7t | 9.8x | 15.5x | 0.6x |
| Sun, 18 Feb 2024 | JP¥24.7t | JP¥44.7t | JP¥1.7t | 9x | 14.3x | 0.6x |
| Tue, 16 Jan 2024 | JP¥22.8t | JP¥43.8t | JP¥1.7t | 9.9x | 13.7x | 0.5x |
| Thu, 14 Dec 2023 | JP¥21.8t | JP¥43.8t | JP¥1.7t | 9.6x | 13.1x | 0.5x |
| Sat, 11 Nov 2023 | JP¥22.7t | JP¥43.7t | JP¥1.6t | 9.9x | 13.9x | 0.5x |
| Mon, 09 Oct 2023 | JP¥22.1t | JP¥42.8t | JP¥1.5t | 9.9x | 14.6x | 0.5x |
| Wed, 06 Sep 2023 | JP¥23.3t | JP¥42.8t | JP¥1.5t | 10.7x | 15.4x | 0.5x |
| Fri, 04 Aug 2023 | JP¥22.3t | JP¥42.4t | JP¥1.4t | 11.5x | 15.7x | 0.5x |
| Sun, 02 Jul 2023 | JP¥22.3t | JP¥41.2t | JP¥1.3t | 11.8x | 17x | 0.5x |
| Tue, 30 May 2023 | JP¥20.9t | JP¥41.2t | JP¥1.3t | 10.9x | 15.9x | 0.5x |
| Thu, 27 Apr 2023 | JP¥19.1t | JP¥39.9t | JP¥1.3t | 11.9x | 14.7x | 0.5x |
| Sat, 25 Mar 2023 | JP¥18.2t | JP¥39.9t | JP¥1.3t | 11.4x | 14.1x | 0.5x |
| Mon, 20 Feb 2023 | JP¥18.6t | JP¥39.9t | JP¥1.3t | 11.6x | 14.3x | 0.5x |
| Wed, 18 Jan 2023 | JP¥17.0t | JP¥38.2t | JP¥1.4t | 8.7x | 12.3x | 0.4x |
| Fri, 16 Dec 2022 | JP¥17.9t | JP¥38.1t | JP¥1.4t | 8.8x | 13x | 0.5x |
| Sun, 13 Nov 2022 | JP¥18.6t | JP¥38.0t | JP¥1.4t | 9x | 13.7x | 0.5x |
Price to Earnings Ratio
13.7x
Current Industry PE
- Investors are optimistic on the Japanese Auto Components industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 16.4x which is higher than its 3-year average PE of 13.8x.
- The industry is trading close to its 3-year average PS ratio of 0.51x.
Past Earnings Growth
- The earnings for companies in the Auto Components industry have grown 11% per year over the last three years.
- Revenues for these companies have grown 7.4% 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 industry?
| JP Market | 0.61% | |
| Consumer Discretionary | -0.99% | |
| Auto Components | 3.20% | |
| Auto Parts and Equipment | 3.67% | |
| Tires and Rubber | 1.63% | |
Industry PE
- Investors are most optimistic about the Tires and Rubber industry which is trading above its 3-year average PE ratio of 11.8x.
- Analysts are expecting annual earnings growth of 20.5%, which is higher than its past year's earnings decline of 22.3% per year.
- Investors are most pessimistic about the Auto Parts and Equipment industry, which is trading close to its 3-year average of 14.8x.
Forecasted Growth
- Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 20% over the next 5 years.
- This is better than its past earnings decline of 22% per year.
- In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 9.4% 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 | |
|---|---|---|---|---|---|
| 5802 Sumitomo Electric Industries | JP¥5.90k | 18.2% +JP¥708.2b | 120.8% | PE21.3x | |
| 5108 Bridgestone | JP¥6.91k | 2.9% +JP¥126.4b | 24.7% | PE22.6x | |
| 5334 Niterra | JP¥6.56k | 4.6% +JP¥56.8b | 35.5% | PE13.6x | |
| 5191 Sumitomo Riko | JP¥2.60k | 20.6% +JP¥46.1b | 62.2% | PE9.3x | |
| 6473 JTEKT | JP¥1.60k | 5.0% +JP¥24.2b | 47.8% | PE25.9x |
