Narrative Update • Jul 10

Over the last 7 days, the Auto Components industry has dropped 2.4%, driven by a pullback from Sumitomo Electric Industries of 5.0%. This takes the industry's 12 month performance to a gain of 45%. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | JP¥32.6t | JP¥46.7t | JP¥2.4t | 9.7x | 13.6x | 0.7x |
| Fri, 19 Jun 2026 | JP¥35.0t | JP¥46.7t | JP¥2.4t | 9.6x | 14.6x | 0.7x |
| Sun, 17 May 2026 | JP¥33.3t | JP¥46.7t | JP¥2.4t | 9.9x | 14.2x | 0.7x |
| Tue, 14 Apr 2026 | JP¥31.2t | JP¥46.0t | JP¥2.1t | 10x | 14.6x | 0.7x |
| Thu, 12 Mar 2026 | JP¥32.8t | JP¥46.0t | JP¥2.1t | 10.4x | 15.3x | 0.7x |
| Sat, 07 Feb 2026 | JP¥31.3t | JP¥45.9t | JP¥2.0t | 10.6x | 15.7x | 0.7x |
| Mon, 05 Jan 2026 | JP¥29.7t | JP¥45.8t | JP¥1.9t | 10.5x | 15.3x | 0.6x |
| Wed, 03 Dec 2025 | JP¥29.7t | JP¥46.5t | JP¥2.0t | 9.9x | 15.1x | 0.6x |
| Fri, 31 Oct 2025 | JP¥28.9t | JP¥46.1t | JP¥1.7t | 11.6x | 16.8x | 0.6x |
| Sun, 28 Sep 2025 | JP¥27.8t | JP¥46.1t | JP¥1.7t | 11.3x | 16.2x | 0.6x |
| Tue, 26 Aug 2025 | JP¥26.2t | JP¥45.5t | JP¥1.7t | 10.8x | 15.5x | 0.6x |
| Thu, 24 Jul 2025 | JP¥23.9t | JP¥45.6t | JP¥1.8t | 9.6x | 13.5x | 0.5x |
| Sat, 21 Jun 2025 | JP¥21.8t | JP¥45.6t | JP¥1.8t | 8.9x | 12.3x | 0.5x |
| Mon, 19 May 2025 | JP¥21.8t | JP¥45.6t | JP¥1.8t | 9x | 12.1x | 0.5x |
| Wed, 16 Apr 2025 | JP¥19.8t | JP¥45.2t | JP¥1.8t | 9.1x | 10.9x | 0.4x |
| Fri, 14 Mar 2025 | JP¥22.2t | JP¥45.2t | JP¥1.8t | 10.2x | 12.2x | 0.5x |
| Sun, 09 Feb 2025 | JP¥22.1t | JP¥45.2t | JP¥1.8t | 10.2x | 12.2x | 0.5x |
| Tue, 07 Jan 2025 | JP¥22.9t | JP¥45.4t | JP¥1.7t | 10.2x | 13.9x | 0.5x |
| Thu, 05 Dec 2024 | JP¥22.4t | JP¥45.4t | JP¥1.7t | 9.5x | 13.6x | 0.5x |
| Sat, 02 Nov 2024 | JP¥21.7t | JP¥45.4t | JP¥1.9t | 8.2x | 11.7x | 0.5x |
| Mon, 30 Sep 2024 | JP¥22.5t | JP¥45.6t | JP¥1.9t | 8.3x | 12x | 0.5x |
| Wed, 28 Aug 2024 | JP¥22.1t | JP¥45.5t | JP¥1.9t | 7.7x | 11.9x | 0.5x |
| Fri, 26 Jul 2024 | JP¥23.0t | JP¥45.0t | JP¥1.8t | 8.8x | 12.8x | 0.5x |
| Sun, 23 Jun 2024 | JP¥23.9t | JP¥45.0t | JP¥1.8t | 8.6x | 13.3x | 0.5x |
| Tue, 21 May 2024 | JP¥25.3t | JP¥45.0t | JP¥1.8t | 8.8x | 14x | 0.6x |
| Thu, 18 Apr 2024 | JP¥26.7t | JP¥44.5t | JP¥1.7t | 9.1x | 15.5x | 0.6x |
| Sat, 16 Mar 2024 | JP¥25.0t | JP¥44.7t | JP¥1.7t | 9.2x | 14.6x | 0.6x |
| Mon, 12 Feb 2024 | JP¥24.2t | JP¥44.6t | JP¥1.7t | 9.5x | 14.3x | 0.5x |
| Wed, 10 Jan 2024 | JP¥22.2t | JP¥43.8t | JP¥1.7t | 10.1x | 13.3x | 0.5x |
| Fri, 08 Dec 2023 | JP¥22.5t | JP¥43.8t | JP¥1.7t | 9.9x | 13.5x | 0.5x |
| Sun, 05 Nov 2023 | JP¥22.2t | JP¥43.6t | JP¥1.6t | 9.7x | 13.7x | 0.5x |
| Tue, 03 Oct 2023 | JP¥23.0t | JP¥42.8t | JP¥1.5t | 10.4x | 15.1x | 0.5x |
| Thu, 31 Aug 2023 | JP¥22.5t | JP¥42.8t | JP¥1.5t | 10.4x | 14.9x | 0.5x |
| Sat, 29 Jul 2023 | JP¥22.2t | JP¥41.4t | JP¥1.3t | 12.1x | 16.5x | 0.5x |
16.5x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -0.85% | |
| Consumer Discretionary | 1.21% | |
| Auto Components | -0.25% | |
| Tires and Rubber | 3.42% | |
| Auto Parts and Equipment | -1.25% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5108 Bridgestone | JP¥3.77k | 2.3% +JP¥107.5b | 23.5% | PE14.1x | |
| 6902 DENSO | JP¥1.99k | 2.0% +JP¥103.6b | -5.5% | PE12.1x | |
| 7259 Aisin | JP¥2.30k | 1.7% +JP¥27.0b | 15.2% | PE9.4x | |
| 6995 Tokai Rika | JP¥3.19k | 3.4% +JP¥8.9b | 30.9% | PE9.2x | |
| 3116 Toyota Boshoku | JP¥2.26k | 2.2% +JP¥8.8b | 2.7% | PE17.4x |