Narrative Update • Jul 07

Over the last 7 days, the Auto Components industry has risen 2.6%, driven by gains from Sumitomo Electric Industries of 9.8%. This takes the industry's 12 month performance to a gain of 42%. Earnings are forecast to grow by 9.8% annually.
Has the Japanese Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 26 Jul 2026 | JP¥32.7t | JP¥46.7t | JP¥2.4t | 9.6x | 13.7x | 0.7x |
| Tue, 23 Jun 2026 | JP¥35.8t | JP¥46.7t | JP¥2.4t | 9.6x | 15x | 0.8x |
| Thu, 21 May 2026 | JP¥31.8t | JP¥46.8t | JP¥2.4t | 8.8x | 13.2x | 0.7x |
| Sat, 18 Apr 2026 | JP¥31.5t | JP¥46.0t | JP¥2.1t | 10.2x | 14.7x | 0.7x |
| Mon, 16 Mar 2026 | JP¥31.7t | JP¥46.0t | JP¥2.1t | 10.1x | 14.8x | 0.7x |
| Wed, 11 Feb 2026 | JP¥32.6t | JP¥45.9t | JP¥2.0t | 10.6x | 16.4x | 0.7x |
| Fri, 09 Jan 2026 | JP¥29.7t | JP¥45.8t | JP¥1.9t | 10.6x | 15.3x | 0.6x |
| Sun, 07 Dec 2025 | JP¥29.3t | JP¥46.5t | JP¥2.0t | 9.6x | 14.9x | 0.6x |
| Tue, 04 Nov 2025 | JP¥28.8t | JP¥46.5t | JP¥1.8t | 11.3x | 16.1x | 0.6x |
| Thu, 02 Oct 2025 | JP¥26.7t | JP¥46.1t | JP¥1.7t | 10.8x | 15.5x | 0.6x |
| Sat, 30 Aug 2025 | JP¥26.3t | JP¥45.5t | JP¥1.7t | 11.3x | 15.6x | 0.6x |
| Mon, 28 Jul 2025 | JP¥24.0t | JP¥45.6t | JP¥1.8t | 9.7x | 13.5x | 0.5x |
| Wed, 25 Jun 2025 | JP¥21.8t | JP¥45.6t | JP¥1.8t | 8.9x | 12.3x | 0.5x |
| Fri, 23 May 2025 | JP¥21.4t | JP¥45.6t | JP¥1.8t | 8.8x | 12.1x | 0.5x |
| Sun, 20 Apr 2025 | JP¥19.9t | JP¥45.2t | JP¥1.8t | 9.2x | 11x | 0.4x |
| Tue, 18 Mar 2025 | JP¥22.4t | JP¥45.2t | JP¥1.8t | 10.4x | 12.3x | 0.5x |
| Thu, 13 Feb 2025 | JP¥22.1t | JP¥45.2t | JP¥1.8t | 10x | 12.2x | 0.5x |
| Sat, 11 Jan 2025 | JP¥22.3t | JP¥45.4t | JP¥1.7t | 10.1x | 13.5x | 0.5x |
| Mon, 09 Dec 2024 | JP¥22.4t | JP¥45.4t | JP¥1.7t | 9.7x | 13.5x | 0.5x |
| Wed, 06 Nov 2024 | JP¥22.1t | JP¥45.3t | JP¥1.8t | 8.3x | 12.3x | 0.5x |
| Fri, 04 Oct 2024 | JP¥21.8t | JP¥45.6t | JP¥1.9t | 8.4x | 11.7x | 0.5x |
| Sun, 01 Sep 2024 | JP¥22.4t | JP¥45.5t | JP¥1.9t | 8.2x | 12.1x | 0.5x |
| Tue, 30 Jul 2024 | JP¥23.4t | JP¥45.0t | JP¥1.8t | 9x | 13x | 0.5x |
| Thu, 27 Jun 2024 | JP¥24.3t | JP¥45.0t | JP¥1.8t | 8.8x | 13.5x | 0.5x |
| Sat, 25 May 2024 | JP¥24.8t | JP¥45.0t | JP¥1.8t | 8.8x | 13.8x | 0.5x |
| Mon, 22 Apr 2024 | JP¥26.1t | JP¥44.5t | JP¥1.7t | 9x | 15.2x | 0.6x |
| Wed, 20 Mar 2024 | JP¥26.3t | JP¥44.7t | JP¥1.7t | 9.7x | 15.3x | 0.6x |
| Fri, 16 Feb 2024 | JP¥24.5t | JP¥44.6t | JP¥1.7t | 9.1x | 14.3x | 0.5x |
| Sun, 14 Jan 2024 | JP¥22.8t | JP¥43.8t | JP¥1.7t | 10.1x | 13.7x | 0.5x |
| Tue, 12 Dec 2023 | JP¥22.0t | JP¥43.8t | JP¥1.7t | 9.7x | 13.2x | 0.5x |
| Thu, 09 Nov 2023 | JP¥22.3t | JP¥43.6t | JP¥1.6t | 9.8x | 13.7x | 0.5x |
| Sat, 07 Oct 2023 | JP¥22.1t | JP¥42.8t | JP¥1.5t | 9.9x | 14.6x | 0.5x |
| Mon, 04 Sep 2023 | JP¥22.9t | JP¥42.8t | JP¥1.5t | 10.4x | 15.1x | 0.5x |
| Wed, 02 Aug 2023 | JP¥23.1t | JP¥42.2t | JP¥1.4t | 12.2x | 16.1x | 0.5x |
16.1x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 2.14% | |
| Consumer Discretionary | -0.91% | |
| Auto Components | 2.65% | |
| Auto Parts and Equipment | 3.71% | |
| Tires and Rubber | -1.04% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5802 Sumitomo Electric Industries | JP¥2.47k | 9.8% +JP¥686.3b | 178.4% | PE20.8x | |
| 6902 DENSO | JP¥1.98k | 0.7% +JP¥35.0b | -4.8% | PE12x | |
| 7259 Aisin | JP¥2.31k | 2.2% +JP¥34.7b | 15.7% | PE9.4x | |
| 5991 NHK Spring | JP¥3.66k | 4.7% +JP¥33.0b | 112.7% | PE26.6x | |
| 6674 GS Yuasa | JP¥5.85k | 5.0% +JP¥27.9b | 113.1% | PE14x |