Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Auto Components Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies102
  • 7D-1.9%
  • 3M5.9%
  • 1Y50.2%
  • YTD6.2%

Over the last 7 days, the Auto Components industry has dropped 1.9%, driven by a pullback from DENSO of 3.0%. On the other hand Sumitomo Electric Industries is actually up 11%. In the past year, the industry has gained 50%. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 16 Mar 2026JP¥31.7tJP¥46.0tJP¥2.1t10.1x14.8x0.7x
Wed, 11 Feb 2026JP¥32.6tJP¥45.9tJP¥2.0t10.6x16.4x0.7x
Fri, 09 Jan 2026JP¥29.7tJP¥45.8tJP¥1.9t10.6x15.3x0.6x
Sun, 07 Dec 2025JP¥29.3tJP¥46.5tJP¥2.0t9.6x14.9x0.6x
Tue, 04 Nov 2025JP¥28.8tJP¥46.5tJP¥1.8t11.3x16.1x0.6x
Thu, 02 Oct 2025JP¥26.7tJP¥46.1tJP¥1.7t10.8x15.5x0.6x
Sat, 30 Aug 2025JP¥26.3tJP¥45.5tJP¥1.7t11.3x15.6x0.6x
Mon, 28 Jul 2025JP¥24.0tJP¥45.6tJP¥1.8t9.7x13.5x0.5x
Wed, 25 Jun 2025JP¥21.8tJP¥45.6tJP¥1.8t8.9x12.3x0.5x
Fri, 23 May 2025JP¥21.4tJP¥45.6tJP¥1.8t8.8x12.1x0.5x
Sun, 20 Apr 2025JP¥19.9tJP¥45.2tJP¥1.8t9.2x11x0.4x
Tue, 18 Mar 2025JP¥22.4tJP¥45.2tJP¥1.8t10.4x12.3x0.5x
Thu, 13 Feb 2025JP¥22.1tJP¥45.2tJP¥1.8t10x12.2x0.5x
Sat, 11 Jan 2025JP¥22.3tJP¥45.4tJP¥1.7t10.1x13.5x0.5x
Mon, 09 Dec 2024JP¥22.4tJP¥45.4tJP¥1.7t9.7x13.5x0.5x
Wed, 06 Nov 2024JP¥22.1tJP¥45.3tJP¥1.8t8.3x12.3x0.5x
Fri, 04 Oct 2024JP¥21.8tJP¥45.6tJP¥1.9t8.4x11.7x0.5x
Sun, 01 Sep 2024JP¥22.4tJP¥45.5tJP¥1.9t8.2x12.1x0.5x
Tue, 30 Jul 2024JP¥23.4tJP¥45.0tJP¥1.8t9x13x0.5x
Thu, 27 Jun 2024JP¥24.3tJP¥45.0tJP¥1.8t8.8x13.5x0.5x
Sat, 25 May 2024JP¥24.8tJP¥45.0tJP¥1.8t8.8x13.8x0.5x
Mon, 22 Apr 2024JP¥26.1tJP¥44.5tJP¥1.7t9x15.2x0.6x
Wed, 20 Mar 2024JP¥26.3tJP¥44.7tJP¥1.7t9.7x15.3x0.6x
Fri, 16 Feb 2024JP¥24.5tJP¥44.6tJP¥1.7t9.1x14.3x0.5x
Sun, 14 Jan 2024JP¥22.8tJP¥43.8tJP¥1.7t10.1x13.7x0.5x
Tue, 12 Dec 2023JP¥22.0tJP¥43.8tJP¥1.7t9.7x13.2x0.5x
Thu, 09 Nov 2023JP¥22.3tJP¥43.6tJP¥1.6t9.8x13.7x0.5x
Sat, 07 Oct 2023JP¥22.1tJP¥42.8tJP¥1.5t9.9x14.6x0.5x
Mon, 04 Sep 2023JP¥22.9tJP¥42.8tJP¥1.5t10.4x15.1x0.5x
Wed, 02 Aug 2023JP¥23.1tJP¥42.2tJP¥1.4t12.2x16.1x0.5x
Fri, 30 Jun 2023JP¥22.3tJP¥41.2tJP¥1.3t11.8x17x0.5x
Sun, 28 May 2023JP¥20.8tJP¥41.2tJP¥1.3t10.7x15.9x0.5x
Tue, 25 Apr 2023JP¥19.2tJP¥39.9tJP¥1.3t12x14.8x0.5x
Thu, 23 Mar 2023JP¥18.1tJP¥39.9tJP¥1.3t11.2x14x0.5x
Price to Earnings Ratio

14x


Total Market Cap: JP¥18.1tTotal Earnings: JP¥1.3tTotal Revenue: JP¥39.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Auto Components Industry Price to Earnings3Y Average 14.1x202420252026
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 14.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.54x.
Past Earnings Growth
  • The earnings for companies in the Auto Components industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 4.9% 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-2.28%
Consumer Discretionary-2.26%
Auto Components-1.88%
Auto Parts and Equipment-1.19%
Tires and Rubber-4.49%
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 14.9x.
    • Analysts are expecting annual earnings growth of 10.9%, which is lower than the prior year's growth of 20.7% 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 11% over the next 5 years.
  • However this is lower than its past earnings growth rate of 21% per year.
  • In contrast, the Tires and Rubber industry is expected to see its earnings grow by 10.0% 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
5802 Sumitomo Electric IndustriesJP¥10.15k11.2%
+JP¥799.4b		284.1%PE30.8x
5334 NiterraJP¥7.54k1.8%
+JP¥26.2b		65.7%PE14.6x
5985 SuncallJP¥2.07k32.0%
+JP¥15.2b		503.8%PE15.9x
7220 Musashi Seimitsu IndustryJP¥2.83k7.9%
+JP¥13.5b		2.1%PE96.6x
7276 Koito ManufacturingJP¥2.59k1.9%
+JP¥12.6b		30.9%PE17x

Latest News

5108
JP¥3,303.00
Bridgestone
7D
-2.3%
1Y
8.3%

5108: Large Share Cancellation Plan Will Support A More Attractive Outlook

Analysts now estimate Bridgestone's fair value at ¥3,765, reduced from ¥3,888. This reflects slightly more conservative assumptions on revenue growth, profit margins and discount rate, while keeping the future P/E broadly unchanged.
5334
JP¥7,542.00
Niterra
7D
1.8%
1Y
65.7%
7220
JP¥2,826.00
Musashi Seimitsu Industry
7D
7.9%
1Y
2.1%
7276
JP¥2,586.00
Koito Manufacturing
7D
1.9%
1Y
30.9%
7287
JP¥2,483.00
Nippon Seiki
7D
5.3%
1Y
101.4%
6902
JP¥1,933.50
DENSO
7D
-3.0%
1Y
-1.7%
5101
JP¥6,016.00
Yokohama Rubber Company
7D
0.3%
1Y
73.1%
5105
JP¥3,666.00
Toyo Tire
7D
-2.7%
1Y
37.9%
5110
JP¥2,057.00
Sumitomo Rubber Industries
7D
-3.0%
1Y
8.3%
6674
JP¥5,038.00
GS Yuasa
7D
1.7%
1Y
99.2%
5985
JP¥2,071.00
Suncall
7D
32.0%
1Y
503.8%
7988
JP¥4,569.00
Nifco
7D
-4.8%
1Y
20.8%
5802
JP¥10,150.00
Sumitomo Electric Industries
7D
11.2%
1Y
284.1%
7259
JP¥2,312.50
Aisin
7D
-3.6%
1Y
27.7%
7242
JP¥4,290.00
KYB
7D
-4.2%
1Y
43.6%
3116
JP¥2,649.50
Toyota Boshoku
7D
-2.2%
1Y
28.4%