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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedJun 17, 2026
DataAggregated Company Financials
Companies73
  • 7D-1.3%
  • 3M6.8%
  • 1Y12.6%
  • YTD-1.8%

Over the last 7 days, the Consumer Durables industry has dropped 1.3%, driven by a pullback from Sony Group of 3.0%. Meanwhile, Panasonic Holdings actually outperformed within the industry, gaining 11% in the last week. This takes the industry's 12 month performance to a gain of 13%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

Has the Japanese Consumer Durables Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Jun 2026JP¥38.2tJP¥38.8tJP¥2.0t9.5x18.9x1x
Fri, 15 May 2026JP¥37.8tJP¥38.7tJP¥2.0t10.4x19.3x1x
Sun, 12 Apr 2026JP¥36.5tJP¥39.2tJP¥2.2t11.9x16.3x0.9x
Tue, 10 Mar 2026JP¥35.7tJP¥39.2tJP¥2.2t11.6x15.9x0.9x
Thu, 05 Feb 2026JP¥35.3tJP¥39.2tJP¥2.3t11.8x15.3x0.9x
Sat, 03 Jan 2026JP¥38.8tJP¥39.2tJP¥2.3t11.8x16.9x1x
Mon, 01 Dec 2025JP¥41.9tJP¥39.2tJP¥2.3t12x18.2x1.1x
Wed, 29 Oct 2025JP¥40.1tJP¥39.3tJP¥2.3t12x17.3x1x
Fri, 26 Sep 2025JP¥40.3tJP¥39.3tJP¥2.3t11.4x17.4x1x
Sun, 24 Aug 2025JP¥38.3tJP¥39.2tJP¥2.3t10.9x16.4x1x
Tue, 22 Jul 2025JP¥33.5tJP¥39.5tJP¥2.2t10.7x15x0.8x
Thu, 19 Jun 2025JP¥34.7tJP¥39.2tJP¥2.2t10.6x15.4x0.9x
Sat, 17 May 2025JP¥34.3tJP¥39.3tJP¥2.2t11.8x15.3x0.9x
Mon, 14 Apr 2025JP¥31.6tJP¥40.2tJP¥2.0t11x15.7x0.8x
Wed, 12 Mar 2025JP¥33.8tJP¥40.4tJP¥2.0t11.6x16.7x0.8x
Fri, 07 Feb 2025JP¥35.0tJP¥39.4tJP¥2.1t11.9x16.8x0.9x
Sun, 05 Jan 2025JP¥34.0tJP¥39.4tJP¥2.1t12.3x16.3x0.9x
Tue, 03 Dec 2024JP¥31.2tJP¥39.1tJP¥2.1t11.8x14.9x0.8x
Thu, 31 Oct 2024JP¥30.1tJP¥40.1tJP¥2.0t11.3x15.2x0.8x
Sat, 28 Sep 2024JP¥31.6tJP¥40.1tJP¥2.0t12.3x15.8x0.8x
Mon, 26 Aug 2024JP¥29.6tJP¥39.8tJP¥2.0t11.5x15x0.7x
Wed, 24 Jul 2024JP¥31.3tJP¥39.4tJP¥2.1t12.2x15x0.8x
Fri, 21 Jun 2024JP¥28.8tJP¥39.3tJP¥2.1t12.1x13.8x0.7x
Sun, 19 May 2024JP¥29.3tJP¥39.3tJP¥2.1t12x14.1x0.7x
Tue, 16 Apr 2024JP¥28.9tJP¥39.2tJP¥1.9t11.8x15.1x0.7x
Thu, 14 Mar 2024JP¥28.6tJP¥39.2tJP¥1.9t11.2x14.9x0.7x
Sat, 10 Feb 2024JP¥30.2tJP¥38.3tJP¥1.8t10.9x16.5x0.8x
Mon, 08 Jan 2024JP¥29.1tJP¥38.6tJP¥1.8t10.9x16.4x0.8x
Wed, 06 Dec 2023JP¥28.1tJP¥38.5tJP¥1.8t10.5x15.8x0.7x
Fri, 03 Nov 2023JP¥28.2tJP¥38.2tJP¥1.8t10.2x15.2x0.7x
Sun, 01 Oct 2023JP¥28.5tJP¥38.2tJP¥1.8t10.5x15.5x0.7x
Tue, 29 Aug 2023JP¥28.1tJP¥38.1tJP¥1.8t9.6x15.3x0.7x
Thu, 27 Jul 2023JP¥29.7tJP¥37.2tJP¥1.8t10.3x16.9x0.8x
Sat, 24 Jun 2023JP¥29.2tJP¥37.2tJP¥1.8t10.4x16.6x0.8x
Price to Earnings Ratio

16.6x


Total Market Cap: JP¥29.2tTotal Earnings: JP¥1.8tTotal Revenue: JP¥37.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 16.1x202420252026
Current Industry PE
  • Investors are optimistic on the Japanese Consumer Durables industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 18.9x which is higher than its 3-year average PE of 16.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.84x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 4.8% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Japanese Consumer Discretionary industry?

JP Market2.89%
Consumer Discretionary0.87%
Consumer Durables-1.26%
Home Furnishings1.80%
Homebuilding1.68%
Housewares and Specialties-0.11%
Household Appliances-1.18%
Consumer Electronics-1.87%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 18.6x.
    • Analysts are expecting annual earnings growth of 14.8%, which is higher than its past year's earnings growth of 8.6% per year.
  • Investors are most pessimistic about the Homebuilding industry, which is trading below its 3-year average of 10.5x.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 8.6% per year.
  • In contrast, the Household Appliances industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
6752 Panasonic HoldingsJP¥4.20k11.8%
+JP¥1.0t		176.0%PE51.7x
7731 NikonJP¥2.10k15.3%
+JP¥92.1b		44.6%PS1x
7740 TamronLtdJP¥1.28k22.7%
+JP¥38.2b		48.2%PE17.7x
6952 Casio ComputerLtdJP¥1.85k5.0%
+JP¥19.5b		70.2%PE22.5x
1911 Sumitomo ForestryJP¥1.35k0.9%
+JP¥7.4b		-7.4%PE8.1x

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