Narrative Update • Jul 10

Over the last 7 days, the Auto Components industry has remained flat, although notably Sumitomo Electric Industries gained 4.6%. The past year has been better, since the industry has gained 43% in that time. Earnings are forecast to grow by 9.9% annually.
Has the Japanese Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 24 Jul 2026 | JP¥33.2t | JP¥46.7t | JP¥2.4t | 9.7x | 13.9x | 0.7x |
| Sun, 21 Jun 2026 | JP¥35.8t | JP¥46.7t | JP¥2.4t | 9.7x | 14.9x | 0.8x |
| Tue, 19 May 2026 | JP¥33.0t | JP¥46.8t | JP¥2.4t | 9.4x | 13.9x | 0.7x |
| Thu, 16 Apr 2026 | JP¥31.1t | JP¥46.0t | JP¥2.1t | 10.2x | 14.5x | 0.7x |
| Sat, 14 Mar 2026 | JP¥31.7t | JP¥46.0t | JP¥2.1t | 10.1x | 14.8x | 0.7x |
| Mon, 09 Feb 2026 | JP¥31.3t | JP¥45.9t | JP¥2.0t | 10.6x | 15.7x | 0.7x |
| Wed, 07 Jan 2026 | JP¥30.3t | JP¥45.8t | JP¥1.9t | 10.5x | 15.6x | 0.7x |
| Fri, 05 Dec 2025 | JP¥30.0t | JP¥46.5t | JP¥2.0t | 9.8x | 15.3x | 0.6x |
| Sun, 02 Nov 2025 | JP¥28.8t | JP¥46.5t | JP¥1.8t | 11.3x | 16.1x | 0.6x |
| Tue, 30 Sep 2025 | JP¥27.2t | JP¥46.1t | JP¥1.7t | 11.2x | 15.8x | 0.6x |
| Thu, 28 Aug 2025 | JP¥26.1t | JP¥45.5t | JP¥1.7t | 10.9x | 15.4x | 0.6x |
| Sat, 26 Jul 2025 | JP¥24.0t | JP¥45.6t | JP¥1.8t | 9.7x | 13.5x | 0.5x |
| Mon, 23 Jun 2025 | JP¥21.8t | JP¥45.6t | JP¥1.8t | 8.9x | 12.3x | 0.5x |
| Wed, 21 May 2025 | JP¥21.8t | JP¥45.6t | JP¥1.8t | 9.1x | 12.4x | 0.5x |
| Fri, 18 Apr 2025 | JP¥19.7t | JP¥45.2t | JP¥1.8t | 9x | 10.8x | 0.4x |
| Sun, 16 Mar 2025 | JP¥22.1t | JP¥45.2t | JP¥1.8t | 10.3x | 12.2x | 0.5x |
| Tue, 11 Feb 2025 | JP¥22.0t | JP¥45.2t | JP¥1.8t | 9.7x | 12.1x | 0.5x |
| Thu, 09 Jan 2025 | JP¥23.0t | JP¥45.4t | JP¥1.7t | 10.2x | 13.9x | 0.5x |
| Sat, 07 Dec 2024 | JP¥22.4t | JP¥45.4t | JP¥1.7t | 9.7x | 13.5x | 0.5x |
| Mon, 04 Nov 2024 | JP¥21.7t | JP¥45.3t | JP¥1.8t | 8.3x | 12x | 0.5x |
| Wed, 02 Oct 2024 | JP¥21.7t | JP¥45.6t | JP¥1.9t | 8.4x | 11.7x | 0.5x |
| Fri, 30 Aug 2024 | JP¥22.3t | JP¥45.5t | JP¥1.9t | 8.1x | 12x | 0.5x |
| Sun, 28 Jul 2024 | JP¥23.0t | JP¥45.0t | JP¥1.8t | 8.8x | 12.8x | 0.5x |
| Tue, 25 Jun 2024 | JP¥24.0t | JP¥45.0t | JP¥1.8t | 8.6x | 13.3x | 0.5x |
| Thu, 23 May 2024 | JP¥24.9t | JP¥45.0t | JP¥1.8t | 8.8x | 13.8x | 0.6x |
| Sat, 20 Apr 2024 | JP¥26.5t | JP¥44.5t | JP¥1.7t | 9.2x | 15.4x | 0.6x |
| Mon, 18 Mar 2024 | JP¥25.0t | JP¥44.7t | JP¥1.7t | 9.2x | 14.6x | 0.6x |
| Wed, 14 Feb 2024 | JP¥24.7t | JP¥44.6t | JP¥1.7t | 9.5x | 14.5x | 0.6x |
| Fri, 12 Jan 2024 | JP¥22.6t | JP¥43.8t | JP¥1.7t | 10.3x | 13.6x | 0.5x |
| Sun, 10 Dec 2023 | JP¥21.7t | JP¥43.8t | JP¥1.7t | 9.6x | 13x | 0.5x |
| Tue, 07 Nov 2023 | JP¥22.9t | JP¥43.6t | JP¥1.6t | 9.9x | 14.1x | 0.5x |
| Thu, 05 Oct 2023 | JP¥22.9t | JP¥42.8t | JP¥1.5t | 9.7x | 15.1x | 0.5x |
| Sat, 02 Sep 2023 | JP¥22.9t | JP¥42.8t | JP¥1.5t | 10.4x | 15.1x | 0.5x |
| Mon, 31 Jul 2023 | JP¥22.2t | JP¥42.1t | JP¥1.4t | 11.8x | 15.5x | 0.5x |
15.5x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 0.44% | |
| Consumer Discretionary | -0.44% | |
| Auto Components | 1.54% | |
| Auto Parts and Equipment | 1.66% | |
| Tires and Rubber | 1.11% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5802 Sumitomo Electric Industries | JP¥2.51k | 4.8% +JP¥357.2b | 181.5% | PE21.2x | |
| 5108 Bridgestone | JP¥3.75k | 1.1% +JP¥52.5b | 18.2% | PE14x | |
| 6902 DENSO | JP¥1.99k | 0.9% +JP¥47.1b | -6.9% | PE12.1x | |
| 7259 Aisin | JP¥2.33k | 1.8% +JP¥29.5b | 13.6% | PE9.5x | |
| 5101 Yokohama Rubber Company | JP¥7.78k | 1.0% +JP¥12.0b | 70.2% | PE11x |