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Japanese (NIKKEI) Auto Components Industry Analysis

UpdatedJun 30, 2026
DataAggregated Company Financials
Companies101
  • 7D-5.7%
  • 3M15.9%
  • 1Y57.4%
  • YTD13.5%

Over the last 7 days, the Auto Components industry has dropped 5.7%, driven by a pullback from Sumitomo Electric Industries of 6.9%. This takes the industry's 12 month performance to a gain of 57%. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

Has the Japanese Auto Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Jul 2026JP¥33.8tJP¥46.7tJP¥2.4t9.5x14.1x0.7x
Fri, 29 May 2026JP¥34.0tJP¥46.8tJP¥2.4t9.2x14.2x0.7x
Sun, 26 Apr 2026JP¥31.0tJP¥46.0tJP¥2.1t9.7x14.5x0.7x
Tue, 24 Mar 2026JP¥29.6tJP¥46.0tJP¥2.1t9.7x13.8x0.6x
Thu, 19 Feb 2026JP¥33.4tJP¥46.0tJP¥2.1t10.6x16x0.7x
Sat, 17 Jan 2026JP¥31.3tJP¥45.8tJP¥1.9t11.3x16.2x0.7x
Mon, 15 Dec 2025JP¥30.6tJP¥46.5tJP¥2.0t9.9x15.5x0.7x
Wed, 12 Nov 2025JP¥28.9tJP¥46.5tJP¥1.8t10.7x16x0.6x
Fri, 10 Oct 2025JP¥28.1tJP¥46.1tJP¥1.7t12x16.4x0.6x
Sun, 07 Sep 2025JP¥27.3tJP¥46.1tJP¥1.7t11.3x15.9x0.6x
Tue, 05 Aug 2025JP¥24.3tJP¥45.6tJP¥1.8t9.7x13.7x0.5x
Thu, 03 Jul 2025JP¥22.3tJP¥45.6tJP¥1.8t9x12.6x0.5x
Sat, 31 May 2025JP¥22.5tJP¥45.6tJP¥1.8t9x12.7x0.5x
Mon, 28 Apr 2025JP¥20.7tJP¥45.5tJP¥1.8t9.5x11.4x0.5x
Wed, 26 Mar 2025JP¥23.0tJP¥45.2tJP¥1.8t10.6x12.7x0.5x
Fri, 21 Feb 2025JP¥21.8tJP¥45.2tJP¥1.8t10.1x12x0.5x
Sun, 19 Jan 2025JP¥22.0tJP¥45.4tJP¥1.7t9.5x13.3x0.5x
Tue, 17 Dec 2024JP¥22.5tJP¥44.6tJP¥1.6t10x13.7x0.5x
Thu, 14 Nov 2024JP¥22.5tJP¥45.3tJP¥1.7t8.7x13.2x0.5x
Sat, 12 Oct 2024JP¥21.7tJP¥45.6tJP¥1.9t8.3x11.6x0.5x
Mon, 09 Sep 2024JP¥21.3tJP¥45.6tJP¥1.9t7.6x11.4x0.5x
Wed, 07 Aug 2024JP¥21.1tJP¥45.3tJP¥1.8t7.8x11.7x0.5x
Fri, 05 Jul 2024JP¥24.8tJP¥45.0tJP¥1.8t8.9x13.8x0.6x
Sun, 02 Jun 2024JP¥25.0tJP¥45.0tJP¥1.8t8.9x13.9x0.6x
Tue, 30 Apr 2024JP¥25.6tJP¥44.6tJP¥1.7t9.1x15x0.6x
Thu, 28 Mar 2024JP¥26.9tJP¥44.7tJP¥1.7t9.9x15.7x0.6x
Sat, 24 Feb 2024JP¥25.3tJP¥44.7tJP¥1.7t9.3x14.7x0.6x
Mon, 22 Jan 2024JP¥23.0tJP¥43.8tJP¥1.7t10x13.8x0.5x
Wed, 20 Dec 2023JP¥21.6tJP¥43.8tJP¥1.7t9.6x12.9x0.5x
Fri, 17 Nov 2023JP¥23.3tJP¥43.8tJP¥1.6t10.1x14.1x0.5x
Sun, 15 Oct 2023JP¥22.7tJP¥42.8tJP¥1.5t10x14.9x0.5x
Tue, 12 Sep 2023JP¥22.9tJP¥42.8tJP¥1.5t10.6x15.1x0.5x
Thu, 10 Aug 2023JP¥22.3tJP¥42.5tJP¥1.4t11x15.7x0.5x
Sat, 08 Jul 2023JP¥22.1tJP¥41.2tJP¥1.3t11.9x16.9x0.5x
Price to Earnings Ratio

16.9x


Total Market Cap: JP¥22.1tTotal Earnings: JP¥1.3tTotal Revenue: JP¥41.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Auto Components Industry Price to Earnings3Y Average 14x202420252026
Current Industry PE
  • Investors are relatively neutral on the Japanese Auto Components industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 14.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.56x.
Past Earnings Growth
  • The earnings for companies in the Auto Components industry have grown 22% per year over the last three years.
  • Revenues for these companies have grown 4.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Japanese Consumer Discretionary industry?

JP Market-3.00%
Consumer Discretionary1.21%
Auto Components-5.66%
Tires and Rubber-1.84%
Auto Parts and Equipment-6.56%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry, which is trading close to its 3-year average PE ratio of 14.7x.
    • Analysts are expecting annual earnings growth of 10.2%, which is lower than the prior year's growth of 32.3% per year.
  • Investors are most pessimistic about the Tires and Rubber industry, which is trading close to its 3-year average of 12.6x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 10% over the next 5 years.
  • However this is lower than its past earnings growth rate of 32% per year.
  • In contrast, the Tires and Rubber industry is expected to see its earnings grow by 9.6% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
5108 BridgestoneJP¥3.41k0.5%
+JP¥20.1b		14.7%PE12.8x
7282 Toyoda GoseiJP¥5.11k3.1%
+JP¥18.3b		80.3%PE9.7x
7988 NifcoJP¥4.83k4.0%
+JP¥17.3b		42.1%PE13.2x
5334 NiterraJP¥10.71k0.8%
+JP¥15.7b		122.0%PE18.6x
7283 Aisan IndustryJP¥1.90k7.7%
+JP¥7.7b		12.2%PE8.3x

Latest News

7283
JP¥1,897.00
Aisan Industry
7D
7.7%
1Y
12.2%
5802
JP¥2,927.00
Sumitomo Electric Industries
7D
-7.0%
1Y
275.1%
6674
JP¥6,466.00
GS Yuasa
7D
-8.8%
1Y
140.6%
7259
JP¥2,186.50
Aisin
7D
-1.3%
1Y
19.7%
7276
JP¥2,549.50
Koito Manufacturing
7D
-5.8%
1Y
47.1%
7988
JP¥4,834.00
Nifco
7D
4.0%
1Y
42.1%
5991
JP¥3,885.00
NHK Spring
7D
-4.2%
1Y
149.0%
7282
JP¥5,113.00
Toyoda Gosei
7D
3.1%
1Y
80.3%
5108
JP¥3,410.00
Bridgestone
7D
0.5%
1Y
14.7%
Narrative Update • Jun 23

5108: Share Buyback And Raw Material Trends Will Shape Future Returns

Analysts have modestly lifted their price target on Bridgestone to ¥3,650, a ¥50 adjustment. This reflects expectations that benefits from steadier crude oil prices on synthetic rubber costs could be partly offset by higher natural rubber prices and what they see as limited further upside after the recent share performance.
5110
JP¥2,083.00
Sumitomo Rubber Industries
7D
-3.8%
1Y
25.8%
6902
JP¥1,876.00
DENSO
7D
-0.5%
1Y
-3.4%
7220
JP¥3,905.00
Musashi Seimitsu Industry
7D
-13.8%
1Y
19.4%
7245
JP¥1,676.00
Daido Metal
7D
8.5%
1Y
155.9%
5334
JP¥10,705.00
Niterra
7D
0.8%
1Y
122.0%
5161
JP¥3,005.00
Nishikawa Rubber
7D
3.6%
1Y
16.6%
7280
JP¥1,171.00
Mitsuba
7D
6.7%
1Y
40.7%