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Japanese (NIKKEI) Auto Components Industry Analysis

UpdatedApr 28, 2026
DataAggregated Company Financials
Companies102
  • 7D-2.6%
  • 3M4.5%
  • 1Y55.0%
  • YTD4.2%

Over the last 7 days, the Auto Components industry has dropped 1.7%, driven by a pullback from DENSO of 4.0%. On the other hand Musashi Seimitsu Industry is actually up 38%. This takes the industry's 12 month performance to a gain of 57%. 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, 28 Apr 2026JP¥31.0tJP¥46.0tJP¥2.1t9.8x14.5x0.7x
Thu, 26 Mar 2026JP¥31.4tJP¥46.0tJP¥2.1t10x14.7x0.7x
Sat, 21 Feb 2026JP¥34.0tJP¥46.0tJP¥2.1t10.6x16.1x0.7x
Mon, 19 Jan 2026JP¥31.3tJP¥45.8tJP¥1.9t11.3x16.2x0.7x
Wed, 17 Dec 2025JP¥30.0tJP¥46.5tJP¥2.0t9.8x15.2x0.6x
Fri, 14 Nov 2025JP¥29.6tJP¥46.5tJP¥1.8t10.5x16.4x0.6x
Sun, 12 Oct 2025JP¥27.5tJP¥46.1tJP¥1.7t11.7x16x0.6x
Tue, 09 Sep 2025JP¥27.5tJP¥46.1tJP¥1.7t11.4x16x0.6x
Thu, 07 Aug 2025JP¥24.8tJP¥45.6tJP¥1.8t10x13.9x0.5x
Sat, 05 Jul 2025JP¥22.4tJP¥45.6tJP¥1.8t9.3x12.6x0.5x
Mon, 02 Jun 2025JP¥22.5tJP¥45.6tJP¥1.8t9x12.7x0.5x
Wed, 30 Apr 2025JP¥21.0tJP¥45.5tJP¥1.8t9.6x11.5x0.5x
Fri, 28 Mar 2025JP¥23.1tJP¥45.2tJP¥1.8t10.7x12.7x0.5x
Sun, 23 Feb 2025JP¥22.1tJP¥45.2tJP¥1.8t10x12.1x0.5x
Tue, 21 Jan 2025JP¥22.2tJP¥45.4tJP¥1.7t9.6x13.4x0.5x
Thu, 19 Dec 2024JP¥22.4tJP¥44.6tJP¥1.6t9.9x13.6x0.5x
Sat, 16 Nov 2024JP¥22.8tJP¥45.3tJP¥1.7t8.9x13.6x0.5x
Mon, 14 Oct 2024JP¥21.7tJP¥45.6tJP¥1.9t8.3x11.6x0.5x
Wed, 11 Sep 2024JP¥21.1tJP¥45.6tJP¥1.9t7.9x11.3x0.5x
Fri, 09 Aug 2024JP¥20.9tJP¥45.3tJP¥1.8t7.8x11.6x0.5x
Sun, 07 Jul 2024JP¥24.4tJP¥45.0tJP¥1.8t8.8x13.6x0.5x
Tue, 04 Jun 2024JP¥25.2tJP¥45.0tJP¥1.8t9x14x0.6x
Thu, 02 May 2024JP¥25.6tJP¥44.7tJP¥1.7t9.2x14.8x0.6x
Sat, 30 Mar 2024JP¥26.7tJP¥44.5tJP¥1.7t9.6x15.6x0.6x
Mon, 26 Feb 2024JP¥25.3tJP¥44.7tJP¥1.7t9.3x14.7x0.6x
Wed, 24 Jan 2024JP¥23.4tJP¥43.8tJP¥1.7t10x14x0.5x
Fri, 22 Dec 2023JP¥21.5tJP¥43.8tJP¥1.7t9.6x12.9x0.5x
Sun, 19 Nov 2023JP¥23.6tJP¥43.8tJP¥1.7t10.3x14.2x0.5x
Tue, 17 Oct 2023JP¥22.7tJP¥42.8tJP¥1.5t10x14.9x0.5x
Thu, 14 Sep 2023JP¥23.2tJP¥42.8tJP¥1.5t10.8x15.3x0.5x
Sat, 12 Aug 2023JP¥22.4tJP¥42.6tJP¥1.5t10.5x15.2x0.5x
Mon, 10 Jul 2023JP¥22.1tJP¥41.2tJP¥1.3t11.9x16.9x0.5x
Wed, 07 Jun 2023JP¥21.3tJP¥41.2tJP¥1.3t10.9x16.2x0.5x
Fri, 05 May 2023JP¥20.1tJP¥40.5tJP¥1.3t12.3x15.4x0.5x
Price to Earnings Ratio

15.4x


Total Market Cap: JP¥20.1tTotal Earnings: JP¥1.3tTotal Revenue: JP¥40.5tTotal 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 4.3% 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-1.02%
Consumer Discretionary-5.22%
Auto Components-2.57%
Auto Parts and Equipment-2.08%
Tires and Rubber-4.45%
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 11.3%, which is lower than the prior year's growth of 21.4% 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 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?

CompanyLast Price7D1YValuation
7220 Musashi Seimitsu IndustryJP¥4.48k17.7%
+JP¥44.2b		84.7%PE153.1x
7282 Toyoda GoseiJP¥4.55k5.0%
+JP¥25.4b		67.0%PE11.1x
7278 EXEDYJP¥6.12k7.7%
+JP¥16.0b		41.7%PE16.3x
6473 JTEKTJP¥1.81k2.3%
+JP¥12.9b		61.4%PE23x
7256 Kasai KogyoJP¥372.0040.4%
+JP¥4.1b		308.8%PS0.07x

Latest News

7278
JP¥6,120.00
EXEDY
7D
7.7%
1Y
41.7%
7236
JP¥9,610.00
T.RAD
7D
5.1%
1Y
154.9%
6902
JP¥1,833.00
DENSO
7D
-5.7%
1Y
-0.5%
7839
JP¥1,720.00
Shoei
7D
1.8%
1Y
1.4%
7220
JP¥4,480.00
Musashi Seimitsu Industry
7D
17.7%
1Y
84.7%
5334
JP¥8,547.00
Niterra
7D
-2.2%
1Y
88.8%
5105
JP¥3,844.00
Toyo Tire
7D
-4.4%
1Y
45.4%
6674
JP¥6,174.00
GS Yuasa
7D
-7.4%
1Y
145.1%
5985
JP¥1,688.00
Suncall
7D
6.0%
1Y
446.3%
5110
JP¥2,034.50
Sumitomo Rubber Industries
7D
-4.8%
1Y
13.6%
7282
JP¥4,552.00
Toyoda Gosei
7D
5.0%
1Y
67.0%
5101
JP¥6,479.00
Yokohama Rubber Company
7D
-5.0%
1Y
106.3%
5108
JP¥3,314.00
Bridgestone
7D
-3.4%
1Y
11.7%

5108: Completed Buyback And Planned Cancellation Will Support A Stable Outlook

Analysts have slightly reduced their Bridgestone price target to about ¥3,687 from roughly ¥3,719, reflecting updated assumptions for the discount rate, revenue growth, profit margins and future P/E. What's in the News Bridgestone has completed a share repurchase of 14,430,200 shares, representing 1.13% of its share capital, for ¥49,687.98 million under the buyback announced on February 16, 2026 (Key Developments).
6473
JP¥1,812.00
JTEKT
7D
2.3%
1Y
61.4%
5802
JP¥10,135.00
Sumitomo Electric Industries
7D
-1.6%
1Y
349.1%
7256
JP¥372.00
Kasai Kogyo
7D
40.4%
1Y
308.8%