Narrative Update • Jun 05

In the last week, the Auto Components industry is up 6.6%, with Sumitomo Electric Industries up 19%. In the same time, Musashi Seimitsu Industry was down 13%. This takes the industry's 12 month performance to a gain of 65%. As for the next few years, earnings are expected to grow by 10% per annum.
Has the Japanese Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 18 Jun 2026 | JP¥35.0t | JP¥46.7t | JP¥2.4t | 9.5x | 14.6x | 0.7x |
| Sat, 16 May 2026 | JP¥33.3t | JP¥46.7t | JP¥2.4t | 9.8x | 14.1x | 0.7x |
| Mon, 13 Apr 2026 | JP¥32.0t | JP¥46.0t | JP¥2.1t | 10x | 14.9x | 0.7x |
| Wed, 11 Mar 2026 | JP¥31.9t | JP¥46.0t | JP¥2.1t | 10.3x | 14.9x | 0.7x |
| Fri, 06 Feb 2026 | JP¥30.8t | JP¥45.9t | JP¥2.0t | 10.4x | 15.4x | 0.7x |
| Sun, 04 Jan 2026 | JP¥29.7t | JP¥45.8t | JP¥1.9t | 10.5x | 15.3x | 0.6x |
| Tue, 02 Dec 2025 | JP¥29.5t | JP¥46.5t | JP¥2.0t | 9.9x | 15x | 0.6x |
| Thu, 30 Oct 2025 | JP¥28.4t | JP¥46.1t | JP¥1.7t | 11.6x | 16.5x | 0.6x |
| Sat, 27 Sep 2025 | JP¥27.8t | JP¥46.1t | JP¥1.7t | 11.3x | 16.2x | 0.6x |
| Mon, 25 Aug 2025 | JP¥26.0t | JP¥45.5t | JP¥1.7t | 10.7x | 15.4x | 0.6x |
| Wed, 23 Jul 2025 | JP¥22.8t | JP¥45.6t | JP¥1.8t | 9.5x | 12.9x | 0.5x |
| Fri, 20 Jun 2025 | JP¥22.0t | JP¥45.6t | JP¥1.8t | 8.9x | 12.4x | 0.5x |
| Sun, 18 May 2025 | JP¥21.8t | JP¥45.6t | JP¥1.8t | 9x | 12.1x | 0.5x |
| Tue, 15 Apr 2025 | JP¥19.2t | JP¥45.2t | JP¥1.8t | 9x | 10.5x | 0.4x |
| Thu, 13 Mar 2025 | JP¥22.2t | JP¥45.2t | JP¥1.8t | 10.2x | 12.2x | 0.5x |
| Sat, 08 Feb 2025 | JP¥22.1t | JP¥45.3t | JP¥1.8t | 10.2x | 12.2x | 0.5x |
| Mon, 06 Jan 2025 | JP¥23.1t | JP¥45.4t | JP¥1.7t | 10.1x | 14x | 0.5x |
| Wed, 04 Dec 2024 | JP¥22.6t | JP¥45.4t | JP¥1.7t | 9.6x | 13.7x | 0.5x |
| Fri, 01 Nov 2024 | JP¥22.0t | JP¥45.5t | JP¥1.9t | 8.4x | 11.9x | 0.5x |
| Sun, 29 Sep 2024 | JP¥22.5t | JP¥45.6t | JP¥1.9t | 8.3x | 12x | 0.5x |
| Tue, 27 Aug 2024 | JP¥21.9t | JP¥45.5t | JP¥1.9t | 7.5x | 11.8x | 0.5x |
| Thu, 25 Jul 2024 | JP¥23.4t | JP¥45.0t | JP¥1.8t | 9x | 13.1x | 0.5x |
| Sat, 22 Jun 2024 | JP¥23.9t | JP¥45.0t | JP¥1.8t | 8.6x | 13.3x | 0.5x |
| Mon, 20 May 2024 | JP¥25.2t | JP¥45.0t | JP¥1.8t | 8.8x | 14.2x | 0.6x |
| Wed, 17 Apr 2024 | JP¥27.1t | JP¥44.5t | JP¥1.7t | 9.4x | 15.8x | 0.6x |
| Fri, 15 Mar 2024 | JP¥24.7t | JP¥44.7t | JP¥1.7t | 9.2x | 14.4x | 0.6x |
| Sun, 11 Feb 2024 | JP¥24.2t | JP¥44.5t | JP¥1.7t | 9.5x | 14.3x | 0.5x |
| Tue, 09 Jan 2024 | JP¥22.1t | JP¥43.8t | JP¥1.7t | 10x | 13.2x | 0.5x |
| Thu, 07 Dec 2023 | JP¥22.9t | JP¥43.8t | JP¥1.7t | 10x | 13.7x | 0.5x |
| Sat, 04 Nov 2023 | JP¥22.2t | JP¥43.5t | JP¥1.6t | 9.7x | 13.8x | 0.5x |
| Mon, 02 Oct 2023 | JP¥22.9t | JP¥42.8t | JP¥1.5t | 10.4x | 15.1x | 0.5x |
| Wed, 30 Aug 2023 | JP¥22.4t | JP¥42.8t | JP¥1.5t | 10.4x | 14.8x | 0.5x |
| Fri, 28 Jul 2023 | JP¥22.4t | JP¥41.3t | JP¥1.3t | 12.3x | 16.9x | 0.5x |
| Sun, 25 Jun 2023 | JP¥21.8t | JP¥41.2t | JP¥1.3t | 11.6x | 16.6x | 0.5x |
16.6x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 4.79% | |
| Consumer Discretionary | 2.06% | |
| Auto Components | 6.60% | |
| Auto Parts and Equipment | 6.93% | |
| Tires and Rubber | 5.28% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5802 Sumitomo Electric Industries | JP¥12.23k | 19.3% +JP¥1.5t | 320.2% | PE25.8x | |
| 6902 DENSO | JP¥1.93k | 5.5% +JP¥269.2b | -0.4% | PE11.7x | |
| 5334 Niterra | JP¥10.88k | 9.7% +JP¥188.4b | 126.5% | PE18.9x | |
| 5101 Yokohama Rubber Company | JP¥7.90k | 16.5% +JP¥176.6b | 128.0% | PE11.2x | |
| 5108 Bridgestone | JP¥3.46k | 3.1% +JP¥130.4b | 14.4% | PE13x |