Narrative Update • Jun 23

Over the last 7 days, the Auto Components industry has dropped 4.4%, driven by a pullback from Sumitomo Electric Industries of 11%. This takes the industry's 12 month performance to a gain of 59%. 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 |
|---|---|---|---|---|---|---|
| Sun, 28 Jun 2026 | JP¥34.2t | JP¥46.7t | JP¥2.4t | 9.6x | 14.3x | 0.7x |
| Tue, 26 May 2026 | JP¥33.9t | JP¥46.8t | JP¥2.4t | 9.3x | 14.1x | 0.7x |
| Thu, 23 Apr 2026 | JP¥32.2t | JP¥46.0t | JP¥2.1t | 10.4x | 15x | 0.7x |
| Sat, 21 Mar 2026 | JP¥30.8t | JP¥46.0t | JP¥2.1t | 9.8x | 14.4x | 0.7x |
| Mon, 16 Feb 2026 | JP¥32.7t | JP¥46.0t | JP¥2.0t | 10.6x | 16.4x | 0.7x |
| Wed, 14 Jan 2026 | JP¥30.5t | JP¥45.8t | JP¥1.9t | 11x | 15.7x | 0.7x |
| Fri, 12 Dec 2025 | JP¥30.1t | JP¥46.5t | JP¥2.0t | 9.8x | 15.3x | 0.6x |
| Sun, 09 Nov 2025 | JP¥28.9t | JP¥46.5t | JP¥1.8t | 10.6x | 16x | 0.6x |
| Tue, 07 Oct 2025 | JP¥27.7t | JP¥46.1t | JP¥1.7t | 11.4x | 16.1x | 0.6x |
| Thu, 04 Sep 2025 | JP¥27.0t | JP¥46.1t | JP¥1.7t | 11.3x | 15.7x | 0.6x |
| Sat, 02 Aug 2025 | JP¥24.4t | JP¥45.6t | JP¥1.8t | 9.8x | 13.7x | 0.5x |
| Mon, 30 Jun 2025 | JP¥22.3t | JP¥45.6t | JP¥1.8t | 9.1x | 12.6x | 0.5x |
| Wed, 28 May 2025 | JP¥21.7t | JP¥45.6t | JP¥1.8t | 8.8x | 12.2x | 0.5x |
| Fri, 25 Apr 2025 | JP¥20.4t | JP¥45.2t | JP¥1.8t | 9.3x | 11.2x | 0.5x |
| Sun, 23 Mar 2025 | JP¥23.0t | JP¥45.2t | JP¥1.8t | 10.8x | 12.6x | 0.5x |
| Tue, 18 Feb 2025 | JP¥22.4t | JP¥45.1t | JP¥1.9t | 10.1x | 12.1x | 0.5x |
| Thu, 16 Jan 2025 | JP¥22.3t | JP¥45.4t | JP¥1.7t | 9.9x | 13.5x | 0.5x |
| Sat, 14 Dec 2024 | JP¥22.5t | JP¥45.4t | JP¥1.7t | 9.7x | 13.6x | 0.5x |
| Mon, 11 Nov 2024 | JP¥22.5t | JP¥45.3t | JP¥1.7t | 8.6x | 13x | 0.5x |
| Wed, 09 Oct 2024 | JP¥21.7t | JP¥45.6t | JP¥1.9t | 8.3x | 11.7x | 0.5x |
| Fri, 06 Sep 2024 | JP¥21.6t | JP¥45.5t | JP¥1.9t | 7.8x | 11.6x | 0.5x |
| Sun, 04 Aug 2024 | JP¥21.7t | JP¥45.3t | JP¥1.8t | 8.5x | 12x | 0.5x |
| Tue, 02 Jul 2024 | JP¥24.3t | JP¥45.0t | JP¥1.8t | 8.9x | 13.5x | 0.5x |
| Thu, 30 May 2024 | JP¥24.8t | JP¥45.0t | JP¥1.8t | 8.8x | 13.8x | 0.6x |
| Sat, 27 Apr 2024 | JP¥25.7t | JP¥44.6t | JP¥1.7t | 8.9x | 15.3x | 0.6x |
| Mon, 25 Mar 2024 | JP¥26.9t | JP¥44.7t | JP¥1.7t | 10x | 15.7x | 0.6x |
| Wed, 21 Feb 2024 | JP¥24.8t | JP¥44.7t | JP¥1.7t | 9.2x | 14.4x | 0.6x |
| Fri, 19 Jan 2024 | JP¥23.1t | JP¥43.8t | JP¥1.7t | 9.8x | 13.8x | 0.5x |
| Sun, 17 Dec 2023 | JP¥21.4t | JP¥43.8t | JP¥1.7t | 9.6x | 12.8x | 0.5x |
| Tue, 14 Nov 2023 | JP¥22.7t | JP¥43.8t | JP¥1.7t | 10.2x | 13.8x | 0.5x |
| Thu, 12 Oct 2023 | JP¥22.7t | JP¥42.8t | JP¥1.5t | 10.1x | 14.9x | 0.5x |
| Sat, 09 Sep 2023 | JP¥23.0t | JP¥42.8t | JP¥1.5t | 10.5x | 15.2x | 0.5x |
| Mon, 07 Aug 2023 | JP¥22.2t | JP¥42.4t | JP¥1.4t | 11.4x | 15.6x | 0.5x |
| Wed, 05 Jul 2023 | JP¥22.4t | JP¥41.2t | JP¥1.3t | 12x | 17.1x | 0.5x |
17.1x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -2.31% | |
| Consumer Discretionary | 0.31% | |
| Auto Components | -4.44% | |
| Tires and Rubber | -0.87% | |
| Auto Parts and Equipment | -5.29% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5108 Bridgestone | JP¥3.46k | 1.1% +JP¥45.2b | 17.8% | PE13x | |
| 7282 Toyoda Gosei | JP¥5.23k | 3.9% +JP¥23.2b | 84.0% | PE9.9x | |
| 7988 Nifco | JP¥4.79k | 4.7% +JP¥20.2b | 39.5% | PE13.1x | |
| 7245 Daido Metal | JP¥1.69k | 13.4% +JP¥9.3b | 150.5% | PE18x | |
| 7283 Aisan Industry | JP¥1.91k | 6.9% +JP¥7.0b | 12.0% | PE8.3x |