Narrative Update • Jun 05

Last week, the Auto Components industry hasn't moved much but Sumitomo Electric Industries is up 3.4% in that time. As for the the longer term, the industry is up 68% over the past 12 months. As for the next few years, earnings are expected to grow by 10% per annum.
Has the Japanese Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 08 Jun 2026 | JP¥35.3t | JP¥46.9t | JP¥2.4t | 9.3x | 14.7x | 0.8x |
| Wed, 06 May 2026 | JP¥31.0t | JP¥46.4t | JP¥2.2t | 10x | 14x | 0.7x |
| Fri, 03 Apr 2026 | JP¥30.1t | JP¥46.0t | JP¥2.1t | 10x | 14.1x | 0.7x |
| Sun, 01 Mar 2026 | JP¥35.2t | JP¥46.0t | JP¥2.1t | 11.4x | 16.7x | 0.8x |
| Tue, 27 Jan 2026 | JP¥29.7t | JP¥45.8t | JP¥1.9t | 11x | 15.4x | 0.6x |
| Thu, 25 Dec 2025 | JP¥29.9t | JP¥45.8t | JP¥1.9t | 10.3x | 15.4x | 0.7x |
| Sat, 22 Nov 2025 | JP¥28.7t | JP¥46.5t | JP¥2.0t | 9.8x | 14.6x | 0.6x |
| Mon, 20 Oct 2025 | JP¥27.0t | JP¥46.1t | JP¥1.7t | 11.4x | 15.7x | 0.6x |
| Wed, 17 Sep 2025 | JP¥27.6t | JP¥46.1t | JP¥1.7t | 11.3x | 16.1x | 0.6x |
| Fri, 15 Aug 2025 | JP¥25.3t | JP¥45.5t | JP¥1.7t | 10.9x | 15x | 0.6x |
| Sun, 13 Jul 2025 | JP¥22.8t | JP¥45.6t | JP¥1.8t | 9.3x | 12.8x | 0.5x |
| Tue, 10 Jun 2025 | JP¥21.9t | JP¥45.6t | JP¥1.8t | 9x | 12.4x | 0.5x |
| Thu, 08 May 2025 | JP¥21.3t | JP¥45.5t | JP¥1.8t | 9.9x | 11.7x | 0.5x |
| Sat, 05 Apr 2025 | JP¥19.3t | JP¥45.2t | JP¥1.8t | 9.1x | 10.6x | 0.4x |
| Mon, 03 Mar 2025 | JP¥21.8t | JP¥45.2t | JP¥1.8t | 10.1x | 12x | 0.5x |
| Wed, 29 Jan 2025 | JP¥22.5t | JP¥45.4t | JP¥1.7t | 10.1x | 13.6x | 0.5x |
| Fri, 27 Dec 2024 | JP¥22.5t | JP¥45.4t | JP¥1.7t | 10.1x | 13.6x | 0.5x |
| Sun, 24 Nov 2024 | JP¥22.9t | JP¥45.4t | JP¥1.7t | 9.2x | 13.6x | 0.5x |
| Tue, 22 Oct 2024 | JP¥21.5t | JP¥45.6t | JP¥1.9t | 8.2x | 11.5x | 0.5x |
| Thu, 19 Sep 2024 | JP¥21.0t | JP¥44.9t | JP¥1.8t | 7.9x | 11.4x | 0.5x |
| Sat, 17 Aug 2024 | JP¥22.6t | JP¥45.5t | JP¥1.9t | 8.1x | 12.2x | 0.5x |
| Mon, 15 Jul 2024 | JP¥24.5t | JP¥45.0t | JP¥1.8t | 8.9x | 13.6x | 0.5x |
| Wed, 12 Jun 2024 | JP¥24.8t | JP¥45.0t | JP¥1.8t | 8.9x | 13.8x | 0.5x |
| Fri, 10 May 2024 | JP¥25.4t | JP¥44.7t | JP¥1.7t | 9x | 14.7x | 0.6x |
| Sun, 07 Apr 2024 | JP¥26.0t | JP¥44.5t | JP¥1.7t | 9.3x | 15.1x | 0.6x |
| Tue, 05 Mar 2024 | JP¥25.1t | JP¥44.7t | JP¥1.7t | 9.3x | 14.7x | 0.6x |
| Thu, 01 Feb 2024 | JP¥23.7t | JP¥43.9t | JP¥1.7t | 10.4x | 14.2x | 0.5x |
| Sat, 30 Dec 2023 | JP¥21.6t | JP¥43.8t | JP¥1.7t | 9.7x | 12.9x | 0.5x |
| Mon, 27 Nov 2023 | JP¥23.2t | JP¥43.8t | JP¥1.7t | 10.1x | 13.9x | 0.5x |
| Wed, 25 Oct 2023 | JP¥21.7t | JP¥42.9t | JP¥1.5t | 9.8x | 14.2x | 0.5x |
| Fri, 22 Sep 2023 | JP¥23.9t | JP¥42.8t | JP¥1.5t | 10.9x | 15.7x | 0.6x |
| Sun, 20 Aug 2023 | JP¥21.9t | JP¥42.8t | JP¥1.5t | 10.2x | 14.5x | 0.5x |
| Tue, 18 Jul 2023 | JP¥21.6t | JP¥41.3t | JP¥1.3t | 11.7x | 16.5x | 0.5x |
| Thu, 15 Jun 2023 | JP¥22.3t | JP¥41.2t | JP¥1.3t | 11.3x | 17x | 0.5x |
17x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -0.18% | |
| Consumer Discretionary | -2.22% | |
| Auto Components | 0.39% | |
| Auto Parts and Equipment | 1.01% | |
| Tires and Rubber | -2.26% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5802 Sumitomo Electric Industries | JP¥13.01k | 3.4% +JP¥331.5b | 337.7% | PE27.5x | |
| 5991 NHK Spring | JP¥4.05k | 12.8% +JP¥93.2b | 156.0% | PE29.4x | |
| 6674 GS Yuasa | JP¥7.28k | 11.0% +JP¥72.2b | 188.7% | PE17.4x | |
| 7276 Koito Manufacturing | JP¥2.91k | 4.0% +JP¥29.6b | 65.9% | PE46.3x | |
| 7240 NOK | JP¥2.97k | 2.8% +JP¥12.3b | 44.0% | PE9.7x |