Narrative Update • Jun 23

Over the last 7 days, the Auto Components industry has dropped 2.5%, driven by a pullback from Sumitomo Electric Industries of 14%. In the past year, the industry has gained 38%. As for the next few years, earnings are expected to grow by 9.7% per annum.
Has the Japanese Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 30 Jun 2026 | JP¥33.8t | JP¥46.7t | JP¥2.4t | 9.5x | 14.1x | 0.7x |
| Thu, 28 May 2026 | JP¥33.9t | JP¥46.8t | JP¥2.4t | 9.1x | 14.1x | 0.7x |
| Sat, 25 Apr 2026 | JP¥31.0t | JP¥46.0t | JP¥2.1t | 9.7x | 14.5x | 0.7x |
| Mon, 23 Mar 2026 | JP¥30.8t | JP¥46.0t | JP¥2.1t | 9.8x | 14.4x | 0.7x |
| Wed, 18 Feb 2026 | JP¥32.9t | JP¥46.0t | JP¥2.1t | 10.6x | 15.8x | 0.7x |
| Fri, 16 Jan 2026 | JP¥31.1t | JP¥45.8t | JP¥1.9t | 11.1x | 16x | 0.7x |
| Sun, 14 Dec 2025 | JP¥30.6t | JP¥46.5t | JP¥2.0t | 9.9x | 15.6x | 0.7x |
| Tue, 11 Nov 2025 | JP¥29.1t | JP¥46.5t | JP¥1.8t | 10.6x | 16.1x | 0.6x |
| Thu, 09 Oct 2025 | JP¥28.0t | JP¥46.1t | JP¥1.7t | 11.8x | 16.3x | 0.6x |
| Sat, 06 Sep 2025 | JP¥27.3t | JP¥46.1t | JP¥1.7t | 11.3x | 15.9x | 0.6x |
| Mon, 04 Aug 2025 | JP¥24.4t | JP¥45.6t | JP¥1.8t | 9.8x | 13.7x | 0.5x |
| Wed, 02 Jul 2025 | JP¥22.3t | JP¥45.6t | JP¥1.8t | 9.1x | 12.6x | 0.5x |
| Fri, 30 May 2025 | JP¥22.3t | JP¥45.6t | JP¥1.8t | 9x | 12.6x | 0.5x |
| Sun, 27 Apr 2025 | JP¥20.7t | JP¥45.5t | JP¥1.8t | 9.5x | 11.4x | 0.5x |
| Tue, 25 Mar 2025 | JP¥22.9t | JP¥45.2t | JP¥1.8t | 10.6x | 12.6x | 0.5x |
| Thu, 20 Feb 2025 | JP¥22.3t | JP¥45.2t | JP¥1.8t | 10.2x | 12.2x | 0.5x |
| Sat, 18 Jan 2025 | JP¥22.0t | JP¥45.4t | JP¥1.7t | 9.5x | 13.3x | 0.5x |
| Mon, 16 Dec 2024 | JP¥22.5t | JP¥45.4t | JP¥1.7t | 9.9x | 13.6x | 0.5x |
| Wed, 13 Nov 2024 | JP¥22.9t | JP¥45.3t | JP¥1.7t | 8.8x | 13.2x | 0.5x |
| Fri, 11 Oct 2024 | JP¥21.9t | JP¥45.6t | JP¥1.9t | 8.4x | 11.7x | 0.5x |
| Sun, 08 Sep 2024 | JP¥21.3t | JP¥45.5t | JP¥1.9t | 7.6x | 11.4x | 0.5x |
| Tue, 06 Aug 2024 | JP¥18.6t | JP¥45.3t | JP¥1.8t | 7.2x | 10.3x | 0.4x |
| Thu, 04 Jul 2024 | JP¥24.4t | JP¥45.0t | JP¥1.8t | 8.9x | 13.6x | 0.5x |
| Sat, 01 Jun 2024 | JP¥25.0t | JP¥45.0t | JP¥1.8t | 8.9x | 13.9x | 0.6x |
| Mon, 29 Apr 2024 | JP¥25.6t | JP¥44.6t | JP¥1.7t | 9.1x | 15x | 0.6x |
| Wed, 27 Mar 2024 | JP¥26.7t | JP¥44.7t | JP¥1.7t | 9.9x | 15.6x | 0.6x |
| Fri, 23 Feb 2024 | JP¥25.3t | JP¥44.7t | JP¥1.7t | 9.3x | 14.7x | 0.6x |
| Sun, 21 Jan 2024 | JP¥23.0t | JP¥43.8t | JP¥1.7t | 10x | 13.8x | 0.5x |
| Tue, 19 Dec 2023 | JP¥21.4t | JP¥43.8t | JP¥1.7t | 9.6x | 12.9x | 0.5x |
| Thu, 16 Nov 2023 | JP¥23.3t | JP¥43.8t | JP¥1.6t | 10.1x | 14.2x | 0.5x |
| Sat, 14 Oct 2023 | JP¥22.7t | JP¥42.8t | JP¥1.5t | 10x | 14.9x | 0.5x |
| Mon, 11 Sep 2023 | JP¥23.0t | JP¥42.8t | JP¥1.5t | 10.5x | 15.2x | 0.5x |
| Wed, 09 Aug 2023 | JP¥22.6t | JP¥42.4t | JP¥1.4t | 11.3x | 15.9x | 0.5x |
| Fri, 07 Jul 2023 | JP¥22.4t | JP¥41.2t | JP¥1.3t | 11.9x | 17.1x | 0.5x |
17.1x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -3.00% | |
| Consumer Discretionary | 1.21% | |
| Auto Components | -5.66% | |
| Tires and Rubber | -1.84% | |
| Auto Parts and Equipment | -6.56% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7282 Toyoda Gosei | JP¥5.11k | 3.0% +JP¥17.7b | 80.1% | PE9.7x | |
| 7988 Nifco | JP¥4.83k | 3.8% +JP¥16.6b | 41.8% | PE13.2x | |
| 5334 Niterra | JP¥10.71k | 0.8% +JP¥15.7b | 122.0% | PE18.6x | |
| 5108 Bridgestone | JP¥3.40k | 0.2% +JP¥10.0b | 14.4% | PE12.8x | |
| 7283 Aisan Industry | JP¥1.91k | 8.2% +JP¥8.2b | 12.7% | PE8.3x |