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Japanese (NIKKEI) Auto Components Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies103
  • 7D3.8%
  • 3M22.6%
  • 1Y69.9%
  • YTD17.9%

The Auto Components industry is up 3.8% in the last week, with Sumitomo Electric Industries up 11%. Meanwhile, Yokohama Rubber Company actually underperformed within the industry, shrinking 6.4% in the last week. In the last 12 months, the industry was up 70%. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Mar 2026JP¥35.2tJP¥46.0tJP¥2.1t11.4x16.7x0.8x
Thu, 29 Jan 2026JP¥29.7tJP¥45.8tJP¥1.9t11.1x15.3x0.6x
Sat, 27 Dec 2025JP¥29.8tJP¥45.8tJP¥1.9t10.4x15.4x0.7x
Mon, 24 Nov 2025JP¥28.7tJP¥46.5tJP¥2.0t9.8x14.6x0.6x
Wed, 22 Oct 2025JP¥27.7tJP¥46.1tJP¥1.7t11.3x16.1x0.6x
Fri, 19 Sep 2025JP¥27.5tJP¥46.1tJP¥1.7t11.2x16x0.6x
Sun, 17 Aug 2025JP¥25.5tJP¥45.5tJP¥1.7t10.4x15.1x0.6x
Tue, 15 Jul 2025JP¥22.7tJP¥45.6tJP¥1.8t9.4x12.8x0.5x
Thu, 12 Jun 2025JP¥22.0tJP¥45.6tJP¥1.8t9x12.4x0.5x
Sat, 10 May 2025JP¥21.7tJP¥45.5tJP¥1.8t9.6x11.8x0.5x
Mon, 07 Apr 2025JP¥19.3tJP¥45.2tJP¥1.8t9.1x10.6x0.4x
Wed, 05 Mar 2025JP¥21.7tJP¥45.2tJP¥1.8t10.2x11.9x0.5x
Fri, 31 Jan 2025JP¥23.1tJP¥45.4tJP¥1.7t9.9x13.9x0.5x
Sun, 29 Dec 2024JP¥23.1tJP¥45.4tJP¥1.7t10x14x0.5x
Tue, 26 Nov 2024JP¥22.9tJP¥45.4tJP¥1.7t9.8x13.8x0.5x
Thu, 24 Oct 2024JP¥21.7tJP¥45.6tJP¥1.9t8.2x11.6x0.5x
Sat, 21 Sep 2024JP¥21.6tJP¥45.6tJP¥1.9t8.1x11.6x0.5x
Mon, 19 Aug 2024JP¥22.6tJP¥45.5tJP¥1.9t8.1x12.2x0.5x
Wed, 17 Jul 2024JP¥24.3tJP¥45.0tJP¥1.8t9.2x13.6x0.5x
Fri, 14 Jun 2024JP¥24.2tJP¥45.0tJP¥1.8t8.7x13.5x0.5x
Sun, 12 May 2024JP¥25.4tJP¥44.7tJP¥1.7t8.9x14.7x0.6x
Tue, 09 Apr 2024JP¥26.4tJP¥44.5tJP¥1.7t9.5x15.4x0.6x
Thu, 07 Mar 2024JP¥25.9tJP¥44.7tJP¥1.7t9.6x15.1x0.6x
Sat, 03 Feb 2024JP¥23.5tJP¥43.9tJP¥1.7t10.3x13.9x0.5x
Mon, 01 Jan 2024JP¥21.6tJP¥43.8tJP¥1.7t9.7x12.9x0.5x
Wed, 29 Nov 2023JP¥22.8tJP¥43.8tJP¥1.7t10.2x13.6x0.5x
Fri, 27 Oct 2023JP¥21.6tJP¥42.9tJP¥1.5t9.8x14.2x0.5x
Sun, 24 Sep 2023JP¥23.8tJP¥42.8tJP¥1.5t10.8x15.6x0.6x
Tue, 22 Aug 2023JP¥21.9tJP¥42.8tJP¥1.5t10.2x14.5x0.5x
Thu, 20 Jul 2023JP¥22.3tJP¥41.3tJP¥1.3t12x17x0.5x
Sat, 17 Jun 2023JP¥22.3tJP¥41.2tJP¥1.3t11.4x17x0.5x
Mon, 15 May 2023JP¥20.3tJP¥40.7tJP¥1.3t11.6x15.5x0.5x
Wed, 12 Apr 2023JP¥18.8tJP¥39.9tJP¥1.3t11.8x14.6x0.5x
Fri, 10 Mar 2023JP¥19.4tJP¥39.9tJP¥1.3t12x15x0.5x
Price to Earnings Ratio

15x


Total Market Cap: JP¥19.4tTotal 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 optimistic on the Japanese Auto Components industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 16.7x which is higher than its 3-year average PE of 14.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.53x.
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 Market3.27%
Consumer Discretionary3.76%
Auto Components3.82%
Auto Parts and Equipment3.96%
Tires and Rubber3.30%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 14.9x.
    • Analysts are expecting annual earnings growth of 11.4%, which is lower than the prior year's growth of 20.0% per year.
  • Investors are most pessimistic about the Tires and Rubber industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 12.5x.
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 20% per year.
  • In contrast, the Tires and Rubber industry is expected to see its earnings grow by 10% 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¥10.87k11.5%
+JP¥871.2b		311.5%PE32.9x
5108 BridgestoneJP¥3.70k2.2%
+JP¥99.6b		24.4%PE14.9x
7220 Musashi Seimitsu IndustryJP¥3.10k30.6%
+JP¥47.5b		16.8%PE105.8x
7259 AisinJP¥2.73k1.8%
+JP¥35.9b		52.6%PE12x
6473 JTEKTJP¥2.12k3.8%
+JP¥24.7b		83.4%PE26.9x

Latest News

5802
JP¥10,865.00
Sumitomo Electric Industries
7D
11.5%
1Y
311.5%
6473
JP¥2,123.50
JTEKT
7D
3.8%
1Y
83.4%
5108
JP¥3,698.00
Bridgestone
7D
2.2%
1Y
24.4%

5108: Buybacks And Performance Tire Expansion Will Support A Fairly Balanced Outlook

Analysts have raised their Bridgestone price target from ¥3,746 to ¥3,888, reflecting updated assumptions around fair value, discount rate, revenue, profit margin and future P/E expectations. What's in the News The Board of Directors authorized a new share buyback plan on February 16, 2026, signaling a continued focus on treasury stock management (Key Developments).
5110
JP¥2,574.00
Sumitomo Rubber Industries
7D
-5.2%
1Y
43.8%
7259
JP¥2,731.50
Aisin
7D
1.8%
1Y
52.6%
5101
JP¥7,474.00
Yokohama Rubber Company
7D
-6.4%
1Y
120.5%
6674
JP¥5,443.00
GS Yuasa
7D
4.5%
1Y
128.1%
5334
JP¥7,862.00
Niterra
7D
0.9%
1Y
74.9%
5105
JP¥4,563.00
Toyo Tire
7D
-3.6%
1Y
77.6%
7220
JP¥3,095.00
Musashi Seimitsu Industry
7D
30.6%
1Y
16.8%
6486
JP¥3,325.00
Eagle IndustryLtd
7D
-2.8%
1Y
60.7%

Eagle IndustryLtd (TSE:6486) Is Paying Out A Larger Dividend Than Last Year

Feb 13
Eagle IndustryLtd (TSE:6486) Is Paying Out A Larger Dividend Than Last Year
3116
JP¥3,143.00
Toyota Boshoku
7D
-2.5%
1Y
55.0%
7282
JP¥4,937.00
Toyoda Gosei
7D
1.1%
1Y
85.4%

Even With A 26% Surge, Cautious Investors Are Not Rewarding Toyoda Gosei Co., Ltd.'s (TSE:7282) Performance Completely

Feb 09
Even With A 26% Surge, Cautious Investors Are Not Rewarding Toyoda Gosei Co., Ltd.'s (TSE:7282) Performance Completely
7240
JP¥3,293.00
NOK
7D
1.7%
1Y
42.2%
7276
JP¥2,797.00
Koito Manufacturing
7D
2.6%
1Y
45.8%

Koito Manufacturing (TSE:7276) Is Due To Pay A Dividend Of ¥28.00

Feb 07
Koito Manufacturing (TSE:7276) Is Due To Pay A Dividend Of ¥28.00
7250
JP¥3,040.00
Pacific Industrial
7D
-2.4%
1Y
117.9%