Narrative Update • May 20

Over the last 7 days, the Auto Components industry has dropped 5.1%, driven by DENSO declining 5.6%. On the other hand Sumitomo Electric Industries is actually up 7.5%. This takes the industry's 12 month performance to a gain of 56%. Earnings are forecast to grow by 10% annually.
Has the Japanese Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 22 May 2026 | JP¥32.2t | JP¥46.8t | JP¥2.4t | 8.8x | 13.4x | 0.7x |
| Sun, 19 Apr 2026 | JP¥31.5t | JP¥46.0t | JP¥2.1t | 10.2x | 14.7x | 0.7x |
| Tue, 17 Mar 2026 | JP¥31.7t | JP¥46.0t | JP¥2.1t | 10.1x | 14.8x | 0.7x |
| Thu, 12 Feb 2026 | JP¥32.6t | JP¥45.9t | JP¥2.0t | 10.7x | 16.4x | 0.7x |
| Sat, 10 Jan 2026 | JP¥30.0t | JP¥45.8t | JP¥1.9t | 10.7x | 15.5x | 0.7x |
| Mon, 08 Dec 2025 | JP¥29.3t | JP¥46.5t | JP¥2.0t | 9.6x | 14.9x | 0.6x |
| Wed, 05 Nov 2025 | JP¥29.2t | JP¥46.5t | JP¥1.8t | 11.2x | 16.4x | 0.6x |
| Fri, 03 Oct 2025 | JP¥26.9t | JP¥46.1t | JP¥1.7t | 11.2x | 15.6x | 0.6x |
| Sun, 31 Aug 2025 | JP¥26.3t | JP¥45.5t | JP¥1.7t | 11.3x | 15.6x | 0.6x |
| Tue, 29 Jul 2025 | JP¥24.0t | JP¥45.6t | JP¥1.8t | 9.8x | 13.5x | 0.5x |
| Thu, 26 Jun 2025 | JP¥21.8t | JP¥45.6t | JP¥1.8t | 8.9x | 12.3x | 0.5x |
| Sat, 24 May 2025 | JP¥21.6t | JP¥45.6t | JP¥1.8t | 8.8x | 12.2x | 0.5x |
| Mon, 21 Apr 2025 | JP¥19.9t | JP¥45.2t | JP¥1.8t | 9.2x | 11x | 0.4x |
| Wed, 19 Mar 2025 | JP¥22.7t | JP¥45.2t | JP¥1.8t | 10.5x | 12.5x | 0.5x |
| Fri, 14 Feb 2025 | JP¥22.3t | JP¥45.2t | JP¥1.8t | 10.1x | 12.3x | 0.5x |
| Sun, 12 Jan 2025 | JP¥22.3t | JP¥45.4t | JP¥1.7t | 10.1x | 13.5x | 0.5x |
| Tue, 10 Dec 2024 | JP¥22.5t | JP¥45.4t | JP¥1.7t | 9.8x | 13.6x | 0.5x |
| Thu, 07 Nov 2024 | JP¥22.5t | JP¥45.3t | JP¥1.8t | 8.4x | 12.4x | 0.5x |
| Sat, 05 Oct 2024 | JP¥21.8t | JP¥45.6t | JP¥1.9t | 8.4x | 11.7x | 0.5x |
| Mon, 02 Sep 2024 | JP¥22.4t | JP¥45.5t | JP¥1.9t | 8.2x | 12.1x | 0.5x |
| Wed, 31 Jul 2024 | JP¥23.2t | JP¥45.0t | JP¥1.8t | 8.9x | 12.9x | 0.5x |
| Fri, 28 Jun 2024 | JP¥24.2t | JP¥45.0t | JP¥1.8t | 8.9x | 13.5x | 0.5x |
| Sun, 26 May 2024 | JP¥24.8t | JP¥45.0t | JP¥1.8t | 8.8x | 13.8x | 0.5x |
| Tue, 23 Apr 2024 | JP¥26.1t | JP¥44.5t | JP¥1.7t | 9x | 15.2x | 0.6x |
| Thu, 21 Mar 2024 | JP¥26.3t | JP¥44.7t | JP¥1.7t | 9.7x | 15.3x | 0.6x |
| Sat, 17 Feb 2024 | JP¥24.7t | JP¥44.6t | JP¥1.7t | 9x | 14.1x | 0.6x |
| Mon, 15 Jan 2024 | JP¥22.8t | JP¥43.8t | JP¥1.7t | 10.1x | 13.7x | 0.5x |
| Wed, 13 Dec 2023 | JP¥22.1t | JP¥43.8t | JP¥1.7t | 9.7x | 13.2x | 0.5x |
| Fri, 10 Nov 2023 | JP¥22.6t | JP¥43.7t | JP¥1.6t | 9.8x | 13.9x | 0.5x |
| Sun, 08 Oct 2023 | JP¥22.1t | JP¥42.8t | JP¥1.5t | 9.9x | 14.6x | 0.5x |
| Tue, 05 Sep 2023 | JP¥23.3t | JP¥42.8t | JP¥1.5t | 10.7x | 15.4x | 0.5x |
| Thu, 03 Aug 2023 | JP¥22.9t | JP¥42.2t | JP¥1.4t | 11.9x | 15.9x | 0.5x |
| Sat, 01 Jul 2023 | JP¥22.3t | JP¥41.2t | JP¥1.3t | 11.8x | 17x | 0.5x |
| Mon, 29 May 2023 | JP¥20.8t | JP¥41.2t | JP¥1.3t | 10.7x | 15.9x | 0.5x |
15.9x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -0.49% | |
| Consumer Discretionary | -0.46% | |
| Auto Components | -5.13% | |
| Tires and Rubber | -3.00% | |
| Auto Parts and Equipment | -5.64% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5802 Sumitomo Electric Industries | JP¥11.82k | 7.7% +JP¥655.1b | 318.7% | PE24.9x | |
| 7318 Serendip HoldingsLtd | JP¥2.34k | 24.4% +JP¥8.4b | 311.0% | PE10.4x | |
| 7220 Musashi Seimitsu Industry | JP¥5.55k | 2.0% +JP¥7.2b | 99.9% | PE287.8x | |
| 7287 Nippon Seiki | JP¥2.58k | 5.0% +JP¥7.0b | 90.0% | PE18.1x | |
| 5970 G-Tekt | JP¥2.07k | 8.5% +JP¥6.9b | 23.4% | PE6.6x |