Analysis Article • Jul 31
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Japanese (NIKKEI) Auto Components Industry Analysis
UpdatedAug 03, 2026
DataAggregated Company Financials
Companies102
- 7D-0.8%
- 3M4.8%
- 1Y38.9%
- YTD9.6%
In the last week, the Auto Components industry is flat overall, with Sumitomo Electric Industries standing out by going down 12%. The past year has been better, since the industry has gained 39% in that time. Looking forward, earnings are forecast to grow by 8.7% annually.
Industry Valuation and Performance
Has the Japanese Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 04 Aug 2026 | JP¥32.2t | JP¥47.4t | JP¥2.5t | 9.9x | 12.9x | 0.7x |
| Thu, 02 Jul 2026 | JP¥33.5t | JP¥46.7t | JP¥2.4t | 9.5x | 14x | 0.7x |
| Sat, 30 May 2026 | JP¥35.1t | JP¥46.8t | JP¥2.4t | 9.3x | 14.6x | 0.8x |
| Mon, 27 Apr 2026 | JP¥31.0t | JP¥46.0t | JP¥2.1t | 9.7x | 14.5x | 0.7x |
| Wed, 25 Mar 2026 | JP¥30.4t | JP¥46.0t | JP¥2.1t | 9.8x | 14.2x | 0.7x |
| Fri, 20 Feb 2026 | JP¥34.3t | JP¥46.0t | JP¥2.1t | 10.8x | 16.4x | 0.7x |
| Sun, 18 Jan 2026 | JP¥31.3t | JP¥45.8t | JP¥1.9t | 11.3x | 16.2x | 0.7x |
| Tue, 16 Dec 2025 | JP¥30.7t | JP¥46.5t | JP¥2.0t | 10x | 15.6x | 0.7x |
| Thu, 13 Nov 2025 | JP¥29.3t | JP¥46.5t | JP¥1.8t | 10.6x | 16.2x | 0.6x |
| Sat, 11 Oct 2025 | JP¥27.5t | JP¥46.1t | JP¥1.7t | 11.7x | 16x | 0.6x |
| Mon, 08 Sep 2025 | JP¥27.3t | JP¥46.1t | JP¥1.7t | 11.3x | 15.9x | 0.6x |
| Wed, 06 Aug 2025 | JP¥24.6t | JP¥45.6t | JP¥1.8t | 9.8x | 13.8x | 0.5x |
| Fri, 04 Jul 2025 | JP¥22.6t | JP¥45.6t | JP¥1.8t | 9.2x | 12.7x | 0.5x |
| Sun, 01 Jun 2025 | JP¥22.5t | JP¥45.6t | JP¥1.8t | 9x | 12.7x | 0.5x |
| Tue, 29 Apr 2025 | JP¥21.0t | JP¥45.5t | JP¥1.8t | 9.6x | 11.5x | 0.5x |
| Thu, 27 Mar 2025 | JP¥23.0t | JP¥45.2t | JP¥1.8t | 10.7x | 12.7x | 0.5x |
| Sat, 22 Feb 2025 | JP¥22.1t | JP¥45.2t | JP¥1.8t | 10x | 12.1x | 0.5x |
| Mon, 20 Jan 2025 | JP¥22.0t | JP¥45.4t | JP¥1.7t | 9.5x | 13.3x | 0.5x |
| Wed, 18 Dec 2024 | JP¥22.2t | JP¥44.6t | JP¥1.6t | 9.8x | 13.5x | 0.5x |
| Fri, 15 Nov 2024 | JP¥22.7t | JP¥45.3t | JP¥1.7t | 8.9x | 13.3x | 0.5x |
| Sun, 13 Oct 2024 | JP¥21.7t | JP¥45.6t | JP¥1.9t | 8.3x | 11.6x | 0.5x |
| Tue, 10 Sep 2024 | JP¥21.2t | JP¥45.6t | JP¥1.9t | 7.9x | 11.4x | 0.5x |
| Thu, 08 Aug 2024 | JP¥21.1t | JP¥45.3t | JP¥1.8t | 7.8x | 11.7x | 0.5x |
| Sat, 06 Jul 2024 | JP¥24.4t | JP¥45.0t | JP¥1.8t | 8.8x | 13.6x | 0.5x |
| Mon, 03 Jun 2024 | JP¥25.0t | JP¥45.0t | JP¥1.8t | 8.9x | 13.9x | 0.6x |
| Wed, 01 May 2024 | JP¥25.9t | JP¥44.6t | JP¥1.7t | 9.3x | 15.2x | 0.6x |
| Fri, 29 Mar 2024 | JP¥26.4t | JP¥44.5t | JP¥1.7t | 9.8x | 15.4x | 0.6x |
| Sun, 25 Feb 2024 | JP¥25.3t | JP¥44.7t | JP¥1.7t | 9.3x | 14.7x | 0.6x |
| Tue, 23 Jan 2024 | JP¥23.3t | JP¥43.8t | JP¥1.7t | 10x | 14x | 0.5x |
| Thu, 21 Dec 2023 | JP¥21.6t | JP¥43.8t | JP¥1.7t | 9.6x | 13x | 0.5x |
| Sat, 18 Nov 2023 | JP¥23.6t | JP¥43.8t | JP¥1.6t | 10.2x | 14.3x | 0.5x |
| Mon, 16 Oct 2023 | JP¥22.7t | JP¥42.8t | JP¥1.5t | 10x | 14.9x | 0.5x |
| Wed, 13 Sep 2023 | JP¥23.3t | JP¥42.8t | JP¥1.5t | 10.7x | 15.3x | 0.5x |
| Fri, 11 Aug 2023 | JP¥22.4t | JP¥42.6t | JP¥1.5t | 10.7x | 15.2x | 0.5x |
Price to Earnings Ratio
15.2x
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 13.9x.
- 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 20% per year over the last three years.
- Revenues for these companies have grown 3.7% 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 | -0.42% | |
| Consumer Discretionary | 4.50% | |
| Auto Components | -0.83% | |
| Tires and Rubber | 6.30% | |
| Auto Parts and Equipment | -2.80% | |
Industry PE
- Investors are most optimistic about the Tires and Rubber industry, which is trading close to its 3-year average PE ratio of 12.6x.
- Analysts are expecting annual earnings growth of 9.7%, which is higher than its past year's earnings growth of 2.5% per year.
- Investors are most pessimistic about the Auto Parts and Equipment industry, which is trading below its 3-year average of 14.6x.
Forecasted Growth
- Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 9.7% over the next 5 years.
- This is better than its past earnings growth rate of 2.5% per year.
- In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 8.3% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5108 Bridgestone | JP¥3.91k | 1.5% +JP¥70.0b | 26.5% | PE14.7x | |
| 5334 Niterra | JP¥9.77k | 3.7% +JP¥65.7b | 99.8% | PE10.2x | |
| 7276 Koito Manufacturing | JP¥2.65k | 5.3% +JP¥35.2b | 37.2% | PE33x | |
| 7279 Hi-Lex | JP¥2.53k | 13.8% +JP¥11.3b | 0.08% | PE2.3x | |
| 7220 Musashi Seimitsu Industry | JP¥3.17k | 5.0% +JP¥9.8b | 0.2% | PE164.4x |
