Narrative Update • Jun 23
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Japanese (NIKKEI) Auto Components Industry Analysis
UpdatedJun 26, 2026
DataAggregated Company Financials
Companies101
- 7D-1.8%
- 3M11.7%
- 1Y62.3%
- YTD15.4%
Over the last 7 days, the Auto Components industry has dropped 2.4%, driven by DENSO declining 3.9%. Meanwhile, GS Yuasa actually outperformed within the industry, gaining 6.1% in the last week. In the past year, the industry has gained 63%. As for the next few years, earnings are expected to grow by 10% per annum.
Industry Valuation and Performance
Has the Japanese Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | JP¥34.4t | JP¥46.7t | JP¥2.4t | 9.5x | 14.4x | 0.7x |
| Sun, 24 May 2026 | JP¥33.1t | JP¥46.8t | JP¥2.4t | 9x | 13.8x | 0.7x |
| Tue, 21 Apr 2026 | JP¥31.8t | JP¥46.0t | JP¥2.1t | 10.5x | 14.9x | 0.7x |
| Thu, 19 Mar 2026 | JP¥31.7t | JP¥46.0t | JP¥2.1t | 10.1x | 14.8x | 0.7x |
| Sat, 14 Feb 2026 | JP¥32.7t | JP¥45.9t | JP¥2.0t | 10.6x | 16.5x | 0.7x |
| Mon, 12 Jan 2026 | JP¥30.0t | JP¥45.8t | JP¥1.9t | 10.7x | 15.5x | 0.7x |
| Wed, 10 Dec 2025 | JP¥30.2t | JP¥46.5t | JP¥2.0t | 9.8x | 15.4x | 0.6x |
| Fri, 07 Nov 2025 | JP¥29.2t | JP¥46.5t | JP¥1.8t | 10.9x | 16.3x | 0.6x |
| Sun, 05 Oct 2025 | JP¥27.0t | JP¥46.1t | JP¥1.7t | 11.1x | 15.7x | 0.6x |
| Tue, 02 Sep 2025 | JP¥26.2t | JP¥45.5t | JP¥1.7t | 11.2x | 15.5x | 0.6x |
| Thu, 31 Jul 2025 | JP¥24.0t | JP¥45.6t | JP¥1.8t | 9.7x | 13.5x | 0.5x |
| Sat, 28 Jun 2025 | JP¥22.3t | JP¥45.6t | JP¥1.8t | 9.1x | 12.6x | 0.5x |
| Mon, 26 May 2025 | JP¥21.6t | JP¥45.6t | JP¥1.8t | 8.8x | 12.2x | 0.5x |
| Wed, 23 Apr 2025 | JP¥19.8t | JP¥45.2t | JP¥1.8t | 9.1x | 10.9x | 0.4x |
| Fri, 21 Mar 2025 | JP¥22.9t | JP¥45.2t | JP¥1.8t | 10.7x | 12.6x | 0.5x |
| Sun, 16 Feb 2025 | JP¥22.3t | JP¥45.1t | JP¥1.8t | 10.2x | 12.1x | 0.5x |
| Tue, 14 Jan 2025 | JP¥22.3t | JP¥45.0t | JP¥1.6t | 10.3x | 13.7x | 0.5x |
| Thu, 12 Dec 2024 | JP¥22.5t | JP¥45.4t | JP¥1.7t | 9.7x | 13.6x | 0.5x |
| Sat, 09 Nov 2024 | JP¥22.5t | JP¥45.3t | JP¥1.8t | 8.4x | 12.5x | 0.5x |
| Mon, 07 Oct 2024 | JP¥21.8t | JP¥45.6t | JP¥1.9t | 8.4x | 11.7x | 0.5x |
| Wed, 04 Sep 2024 | JP¥22.5t | JP¥45.5t | JP¥1.9t | 8.1x | 12.1x | 0.5x |
| Fri, 02 Aug 2024 | JP¥22.6t | JP¥45.1t | JP¥1.8t | 8.7x | 12.6x | 0.5x |
| Sun, 30 Jun 2024 | JP¥24.2t | JP¥45.0t | JP¥1.8t | 8.8x | 13.5x | 0.5x |
| Tue, 28 May 2024 | JP¥25.0t | JP¥45.0t | JP¥1.8t | 8.8x | 13.9x | 0.6x |
| Thu, 25 Apr 2024 | JP¥26.5t | JP¥44.5t | JP¥1.7t | 9.2x | 15.5x | 0.6x |
| Sat, 23 Mar 2024 | JP¥26.9t | JP¥44.7t | JP¥1.7t | 10x | 15.7x | 0.6x |
| Mon, 19 Feb 2024 | JP¥24.7t | JP¥44.7t | JP¥1.7t | 9x | 14.3x | 0.6x |
| Wed, 17 Jan 2024 | JP¥22.8t | JP¥43.8t | JP¥1.7t | 9.7x | 13.7x | 0.5x |
| Fri, 15 Dec 2023 | JP¥21.8t | JP¥43.8t | JP¥1.7t | 9.4x | 13.1x | 0.5x |
| Sun, 12 Nov 2023 | JP¥22.7t | JP¥43.8t | JP¥1.7t | 10x | 13.8x | 0.5x |
| Tue, 10 Oct 2023 | JP¥22.1t | JP¥42.8t | JP¥1.5t | 9.9x | 14.6x | 0.5x |
| Thu, 07 Sep 2023 | JP¥23.5t | JP¥42.8t | JP¥1.5t | 10.7x | 15.5x | 0.5x |
| Sat, 05 Aug 2023 | JP¥22.2t | JP¥42.4t | JP¥1.4t | 11.4x | 15.6x | 0.5x |
| Mon, 03 Jul 2023 | JP¥22.3t | JP¥41.2t | JP¥1.3t | 11.8x | 17x | 0.5x |
Price to Earnings Ratio
17x
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 14.0x.
- The industry is trading close to its 3-year average PS ratio of 0.56x.
Past Earnings Growth
- The earnings for companies in the Auto Components industry have grown 22% per year over the last three years.
- Revenues for these companies have grown 4.2% 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 | -0.82% | |
| Consumer Discretionary | -0.30% | |
| Auto Components | -1.77% | |
| Auto Parts and Equipment | -1.70% | |
| Tires and Rubber | -2.08% | |
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 14.7x.
- Analysts are expecting annual earnings growth of 10.3%, which is lower than the prior year's growth of 32.3% 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 10% over the next 5 years.
- However this is lower than its past earnings growth rate of 32% per year.
- In contrast, the Tires and Rubber industry is expected to see its earnings grow by 9.6% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6674 GS Yuasa | JP¥7.13k | 6.1% +JP¥41.3b | 166.7% | PE17.1x | |
| 5802 Sumitomo Electric Industries | JP¥12.24k | 0.3% +JP¥31.2b | 304.2% | PE25.8x | |
| 7245 Daido Metal | JP¥1.75k | 22.9% +JP¥15.2b | 163.1% | PE18.6x | |
| 7988 Nifco | JP¥4.77k | 3.0% +JP¥12.9b | 40.0% | PE13x | |
| 5985 Suncall | JP¥1.94k | 17.6% +JP¥8.8b | 558.0% | PE9.5x |