Narrative Update • Jun 05

Over the last 7 days, the Auto Components industry has dropped 6.8%, driven by Sumitomo Electric Industries declining 5.0%. In contrast, Yokohama Rubber Company has gained 12%. In the past year, the industry has gained 59%. Earnings are forecast to grow by 10% annually.
Has the Japanese Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | JP¥32.9t | JP¥46.7t | JP¥2.4t | 9.1x | 13.7x | 0.7x |
| Wed, 13 May 2026 | JP¥33.1t | JP¥46.4t | JP¥2.2t | 9.6x | 15x | 0.7x |
| Fri, 10 Apr 2026 | JP¥31.9t | JP¥46.0t | JP¥2.1t | 10.2x | 14.9x | 0.7x |
| Sun, 08 Mar 2026 | JP¥32.3t | JP¥46.0t | JP¥2.1t | 10.4x | 15.1x | 0.7x |
| Tue, 03 Feb 2026 | JP¥29.5t | JP¥45.6t | JP¥1.9t | 10.6x | 15.3x | 0.6x |
| Thu, 01 Jan 2026 | JP¥29.7t | JP¥45.8t | JP¥1.9t | 10.5x | 15.3x | 0.6x |
| Sat, 29 Nov 2025 | JP¥29.6t | JP¥46.5t | JP¥2.0t | 9.9x | 15.1x | 0.6x |
| Mon, 27 Oct 2025 | JP¥28.3t | JP¥46.1t | JP¥1.7t | 11.9x | 16.5x | 0.6x |
| Wed, 24 Sep 2025 | JP¥27.5t | JP¥46.1t | JP¥1.7t | 11.3x | 16x | 0.6x |
| Fri, 22 Aug 2025 | JP¥25.7t | JP¥45.5t | JP¥1.7t | 10.6x | 15.2x | 0.6x |
| Sun, 20 Jul 2025 | JP¥22.8t | JP¥45.6t | JP¥1.8t | 9.3x | 12.9x | 0.5x |
| Tue, 17 Jun 2025 | JP¥21.6t | JP¥45.6t | JP¥1.8t | 8.9x | 12.2x | 0.5x |
| Thu, 15 May 2025 | JP¥22.1t | JP¥45.6t | JP¥1.9t | 9.8x | 11.9x | 0.5x |
| Sat, 12 Apr 2025 | JP¥19.1t | JP¥45.2t | JP¥1.8t | 9x | 10.5x | 0.4x |
| Mon, 10 Mar 2025 | JP¥22.2t | JP¥45.2t | JP¥1.8t | 10.3x | 12.2x | 0.5x |
| Wed, 05 Feb 2025 | JP¥22.3t | JP¥45.2t | JP¥1.8t | 9.9x | 12.3x | 0.5x |
| Fri, 03 Jan 2025 | JP¥23.1t | JP¥45.4t | JP¥1.7t | 10.1x | 14x | 0.5x |
| Sun, 01 Dec 2024 | JP¥22.1t | JP¥45.4t | JP¥1.7t | 9.6x | 13.4x | 0.5x |
| Tue, 29 Oct 2024 | JP¥21.7t | JP¥45.6t | JP¥1.9t | 8.2x | 11.7x | 0.5x |
| Thu, 26 Sep 2024 | JP¥21.9t | JP¥45.6t | JP¥1.9t | 8.2x | 11.7x | 0.5x |
| Sat, 24 Aug 2024 | JP¥22.4t | JP¥45.5t | JP¥1.9t | 7.8x | 12x | 0.5x |
| Mon, 22 Jul 2024 | JP¥24.1t | JP¥45.0t | JP¥1.8t | 9x | 13.4x | 0.5x |
| Wed, 19 Jun 2024 | JP¥23.9t | JP¥45.0t | JP¥1.8t | 8.5x | 13.3x | 0.5x |
| Fri, 17 May 2024 | JP¥25.1t | JP¥44.9t | JP¥1.8t | 9.4x | 14.3x | 0.6x |
| Sun, 14 Apr 2024 | JP¥27.0t | JP¥44.5t | JP¥1.7t | 9.5x | 15.8x | 0.6x |
| Tue, 12 Mar 2024 | JP¥24.6t | JP¥44.7t | JP¥1.7t | 9.1x | 14.3x | 0.5x |
| Thu, 08 Feb 2024 | JP¥24.1t | JP¥44.4t | JP¥1.7t | 10.5x | 14.4x | 0.5x |
| Sat, 06 Jan 2024 | JP¥22.1t | JP¥43.8t | JP¥1.7t | 10x | 13.2x | 0.5x |
| Mon, 04 Dec 2023 | JP¥23.0t | JP¥43.8t | JP¥1.7t | 10.1x | 13.8x | 0.5x |
| Wed, 01 Nov 2023 | JP¥21.4t | JP¥42.9t | JP¥1.5t | 9.9x | 14x | 0.5x |
| Fri, 29 Sep 2023 | JP¥23.5t | JP¥42.8t | JP¥1.5t | 10.7x | 15.5x | 0.5x |
| Sun, 27 Aug 2023 | JP¥22.1t | JP¥42.8t | JP¥1.5t | 10.2x | 14.6x | 0.5x |
| Tue, 25 Jul 2023 | JP¥22.4t | JP¥41.3t | JP¥1.3t | 12.2x | 17.1x | 0.5x |
| Thu, 22 Jun 2023 | JP¥22.2t | JP¥41.2t | JP¥1.3t | 11.7x | 16.9x | 0.5x |
16.9x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -1.44% | |
| Consumer Discretionary | -1.79% | |
| Auto Components | -6.78% | |
| Tires and Rubber | 1.11% | |
| Auto Parts and Equipment | -8.57% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5101 Yokohama Rubber Company | JP¥7.75k | 11.8% +JP¥129.3b | 126.6% | PE11x | |
| 5108 Bridgestone | JP¥3.51k | 2.4% +JP¥104.1b | 17.9% | PE13.2x | |
| 5110 Sumitomo Rubber Industries | JP¥2.28k | 15.1% +JP¥78.3b | 41.4% | PE10.8x | |
| 5334 Niterra | JP¥10.24k | 3.6% +JP¥70.1b | 122.1% | PE17.7x | |
| 5105 Toyo Tire | JP¥3.92k | 8.1% +JP¥45.4b | 33.0% | PE9.2x |