Narrative Update • Jul 10

Over the last 7 days, the Auto Components industry has risen 2.1%, driven by gains from Bridgestone of 3.7%. This takes the industry's 12 month performance to a gain of 51%. 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 |
|---|---|---|---|---|---|---|
| Fri, 17 Jul 2026 | JP¥32.7t | JP¥46.7t | JP¥2.4t | 9.6x | 13.7x | 0.7x |
| Sun, 14 Jun 2026 | JP¥32.9t | JP¥46.7t | JP¥2.4t | 9.1x | 13.7x | 0.7x |
| Tue, 12 May 2026 | JP¥32.7t | JP¥46.4t | JP¥2.2t | 9.6x | 14.7x | 0.7x |
| Thu, 09 Apr 2026 | JP¥31.9t | JP¥46.0t | JP¥2.1t | 10.3x | 14.9x | 0.7x |
| Sat, 07 Mar 2026 | JP¥32.3t | JP¥46.0t | JP¥2.1t | 10.7x | 15.3x | 0.7x |
| Mon, 02 Feb 2026 | JP¥29.6t | JP¥45.6t | JP¥1.9t | 10.6x | 15.3x | 0.6x |
| Wed, 31 Dec 2025 | JP¥29.7t | JP¥45.8t | JP¥1.9t | 10.5x | 15.3x | 0.6x |
| Fri, 28 Nov 2025 | JP¥29.4t | JP¥46.5t | JP¥2.0t | 9.9x | 15x | 0.6x |
| Sun, 26 Oct 2025 | JP¥28.3t | JP¥46.1t | JP¥1.7t | 11.9x | 16.5x | 0.6x |
| Tue, 23 Sep 2025 | JP¥27.5t | JP¥46.1t | JP¥1.7t | 11.3x | 16x | 0.6x |
| Thu, 21 Aug 2025 | JP¥25.9t | JP¥45.5t | JP¥1.7t | 10.6x | 15.3x | 0.6x |
| Sat, 19 Jul 2025 | JP¥22.8t | JP¥45.6t | JP¥1.8t | 9.3x | 12.9x | 0.5x |
| Mon, 16 Jun 2025 | JP¥21.5t | JP¥45.6t | JP¥1.8t | 8.9x | 12.2x | 0.5x |
| Wed, 14 May 2025 | JP¥22.3t | JP¥45.5t | JP¥1.9t | 9.8x | 12.1x | 0.5x |
| Fri, 11 Apr 2025 | JP¥19.8t | JP¥45.2t | JP¥1.8t | 9.3x | 10.9x | 0.4x |
| Sun, 09 Mar 2025 | JP¥22.2t | JP¥45.2t | JP¥1.8t | 10.3x | 12.2x | 0.5x |
| Tue, 04 Feb 2025 | JP¥21.9t | JP¥45.2t | JP¥1.8t | 9.9x | 12x | 0.5x |
| Thu, 02 Jan 2025 | JP¥23.1t | JP¥45.4t | JP¥1.7t | 10.1x | 14x | 0.5x |
| Sat, 30 Nov 2024 | JP¥22.1t | JP¥45.4t | JP¥1.7t | 9.6x | 13.4x | 0.5x |
| Mon, 28 Oct 2024 | JP¥21.4t | JP¥45.6t | JP¥1.9t | 8.1x | 11.5x | 0.5x |
| Wed, 25 Sep 2024 | JP¥21.7t | JP¥45.6t | JP¥1.9t | 8.1x | 11.7x | 0.5x |
| Fri, 23 Aug 2024 | JP¥22.2t | JP¥45.5t | JP¥1.9t | 7.8x | 11.9x | 0.5x |
| Sun, 21 Jul 2024 | JP¥24.1t | JP¥45.0t | JP¥1.8t | 9x | 13.4x | 0.5x |
| Tue, 18 Jun 2024 | JP¥23.7t | JP¥45.0t | JP¥1.8t | 8.4x | 13.2x | 0.5x |
| Thu, 16 May 2024 | JP¥25.2t | JP¥44.9t | JP¥1.7t | 8.6x | 14.5x | 0.6x |
| Sat, 13 Apr 2024 | JP¥27.0t | JP¥44.5t | JP¥1.7t | 9.5x | 15.8x | 0.6x |
| Mon, 11 Mar 2024 | JP¥25.3t | JP¥44.7t | JP¥1.7t | 9.2x | 14.7x | 0.6x |
| Wed, 07 Feb 2024 | JP¥23.7t | JP¥44.3t | JP¥1.6t | 10.4x | 14.4x | 0.5x |
| Fri, 05 Jan 2024 | JP¥22.0t | JP¥43.8t | JP¥1.7t | 10x | 13.2x | 0.5x |
| Sun, 03 Dec 2023 | JP¥23.0t | JP¥43.8t | JP¥1.7t | 10.1x | 13.8x | 0.5x |
| Tue, 31 Oct 2023 | JP¥21.5t | JP¥42.9t | JP¥1.5t | 9.6x | 14.1x | 0.5x |
| Thu, 28 Sep 2023 | JP¥23.8t | JP¥42.8t | JP¥1.5t | 10.9x | 15.6x | 0.6x |
| Sat, 26 Aug 2023 | JP¥22.1t | JP¥42.8t | JP¥1.5t | 10.3x | 14.6x | 0.5x |
| Mon, 24 Jul 2023 | JP¥22.2t | JP¥41.3t | JP¥1.3t | 12x | 16.9x | 0.5x |
16.9x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -0.36% | |
| Consumer Discretionary | 0.55% | |
| Auto Components | 0.82% | |
| Tires and Rubber | 3.23% | |
| Auto Parts and Equipment | 0.17% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5108 Bridgestone | JP¥3.72k | 4.3% +JP¥191.2b | 24.2% | PE14x | |
| 6902 DENSO | JP¥1.96k | 1.6% +JP¥82.1b | 0.4% | PE11.9x | |
| 5105 Toyo Tire | JP¥3.99k | 2.1% +JP¥12.8b | 29.4% | PE9.4x | |
| 3116 Toyota Boshoku | JP¥2.21k | 1.4% +JP¥5.4b | 4.9% | PE17x | |
| 6995 Tokai Rika | JP¥3.08k | 1.7% +JP¥4.3b | 32.8% | PE8.9x |