Narrative Update • Jul 10

In the last week, the Auto Components industry is flat overall, with Sumitomo Electric Industries standing out by going down 3.2%. The past year has been better, since the industry has gained 48% in that time. As for the next few years, earnings are expected to grow by 9.8% 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, 23 Jul 2026 | JP¥32.6t | JP¥46.7t | JP¥2.4t | 9.7x | 13.6x | 0.7x |
| Sat, 20 Jun 2026 | JP¥35.8t | JP¥46.7t | JP¥2.4t | 9.5x | 14.9x | 0.8x |
| Mon, 18 May 2026 | JP¥33.3t | JP¥46.7t | JP¥2.4t | 9.8x | 14.1x | 0.7x |
| Wed, 15 Apr 2026 | JP¥31.6t | JP¥46.0t | JP¥2.1t | 10.1x | 14.8x | 0.7x |
| Fri, 13 Mar 2026 | JP¥32.1t | JP¥46.0t | JP¥2.1t | 10.3x | 15x | 0.7x |
| Sun, 08 Feb 2026 | JP¥31.3t | JP¥45.9t | JP¥2.0t | 10.6x | 15.7x | 0.7x |
| Tue, 06 Jan 2026 | JP¥30.3t | JP¥45.8t | JP¥1.9t | 10.5x | 15.6x | 0.7x |
| Thu, 04 Dec 2025 | JP¥29.9t | JP¥46.5t | JP¥2.0t | 9.8x | 15.2x | 0.6x |
| Sat, 01 Nov 2025 | JP¥28.8t | JP¥46.1t | JP¥1.7t | 11.6x | 16.5x | 0.6x |
| Mon, 29 Sep 2025 | JP¥27.8t | JP¥46.1t | JP¥1.7t | 11.3x | 16.2x | 0.6x |
| Wed, 27 Aug 2025 | JP¥26.1t | JP¥45.5t | JP¥1.7t | 10.8x | 15.4x | 0.6x |
| Fri, 25 Jul 2025 | JP¥24.4t | JP¥45.6t | JP¥1.8t | 9.7x | 13.7x | 0.5x |
| Sun, 22 Jun 2025 | JP¥21.8t | JP¥45.6t | JP¥1.8t | 8.9x | 12.3x | 0.5x |
| Tue, 20 May 2025 | JP¥21.8t | JP¥45.6t | JP¥1.8t | 8.9x | 12.1x | 0.5x |
| Thu, 17 Apr 2025 | JP¥19.6t | JP¥45.2t | JP¥1.8t | 9.1x | 10.8x | 0.4x |
| Sat, 15 Mar 2025 | JP¥22.2t | JP¥45.2t | JP¥1.8t | 10.3x | 12.2x | 0.5x |
| Mon, 10 Feb 2025 | JP¥22.1t | JP¥45.2t | JP¥1.8t | 10.2x | 12.1x | 0.5x |
| Wed, 08 Jan 2025 | JP¥23.0t | JP¥45.4t | JP¥1.7t | 10.2x | 13.9x | 0.5x |
| Fri, 06 Dec 2024 | JP¥22.5t | JP¥45.4t | JP¥1.7t | 9.6x | 13.6x | 0.5x |
| Sun, 03 Nov 2024 | JP¥21.7t | JP¥45.3t | JP¥1.8t | 8.3x | 12.1x | 0.5x |
| Tue, 01 Oct 2024 | JP¥21.5t | JP¥45.6t | JP¥1.9t | 8.3x | 11.5x | 0.5x |
| Thu, 29 Aug 2024 | JP¥22.3t | JP¥45.5t | JP¥1.9t | 8.1x | 12x | 0.5x |
| Sat, 27 Jul 2024 | JP¥23.0t | JP¥45.0t | JP¥1.8t | 8.8x | 12.8x | 0.5x |
| Mon, 24 Jun 2024 | JP¥23.9t | JP¥45.0t | JP¥1.8t | 8.6x | 13.3x | 0.5x |
| Wed, 22 May 2024 | JP¥25.2t | JP¥45.0t | JP¥1.8t | 8.9x | 14x | 0.6x |
| Fri, 19 Apr 2024 | JP¥26.5t | JP¥44.5t | JP¥1.7t | 9.2x | 15.4x | 0.6x |
| Sun, 17 Mar 2024 | JP¥25.0t | JP¥44.7t | JP¥1.7t | 9.2x | 14.6x | 0.6x |
| Tue, 13 Feb 2024 | JP¥24.2t | JP¥44.6t | JP¥1.7t | 9.5x | 14.3x | 0.5x |
| Thu, 11 Jan 2024 | JP¥22.6t | JP¥43.8t | JP¥1.7t | 10.2x | 13.6x | 0.5x |
| Sat, 09 Dec 2023 | JP¥21.7t | JP¥43.8t | JP¥1.7t | 9.6x | 13x | 0.5x |
| Mon, 06 Nov 2023 | JP¥22.2t | JP¥43.6t | JP¥1.6t | 9.7x | 13.7x | 0.5x |
| Wed, 04 Oct 2023 | JP¥22.9t | JP¥42.8t | JP¥1.5t | 10x | 15.1x | 0.5x |
| Fri, 01 Sep 2023 | JP¥22.8t | JP¥42.8t | JP¥1.5t | 10.4x | 15.1x | 0.5x |
| Sun, 30 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 | -0.85% | |
| Consumer Discretionary | 1.21% | |
| Auto Components | -0.25% | |
| Tires and Rubber | 3.42% | |
| Auto Parts and Equipment | -1.25% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5108 Bridgestone | JP¥3.77k | 2.4% +JP¥112.5b | 23.6% | PE14.1x | |
| 6902 DENSO | JP¥1.99k | 1.8% +JP¥96.9b | -5.6% | PE12.1x | |
| 7259 Aisin | JP¥2.31k | 2.1% +JP¥33.0b | 15.6% | PE9.4x | |
| 3116 Toyota Boshoku | JP¥2.27k | 2.5% +JP¥9.7b | 2.9% | PE17.4x | |
| 6995 Tokai Rika | JP¥3.19k | 3.6% +JP¥9.4b | 31.1% | PE9.2x |