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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedDec 04, 2025
DataAggregated Company Financials
Companies75
  • 7D-2.3%
  • 3M7.4%
  • 1Y27.6%
  • YTD23.0%

Over the last 7 days, the Consumer Durables industry has dropped 2.3%, driven by Sony Group declining 3.0%. This takes the industry's 12 month performance to a gain of 28%. Earnings are forecast to grow by 7.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 04 Dec 2025JP¥40.3tJP¥39.2tJP¥2.3t11.5x17.6x1x
Sat, 01 Nov 2025JP¥39.5tJP¥39.1tJP¥2.3t11.6x17.4x1x
Mon, 29 Sep 2025JP¥40.0tJP¥39.3tJP¥2.3t11.7x17.3x1x
Wed, 27 Aug 2025JP¥37.5tJP¥39.2tJP¥2.3t11x16x1x
Fri, 25 Jul 2025JP¥35.4tJP¥39.5tJP¥2.2t11x15.8x0.9x
Sun, 22 Jun 2025JP¥33.4tJP¥39.2tJP¥2.2t10.6x14.9x0.9x
Tue, 20 May 2025JP¥34.3tJP¥39.4tJP¥2.2t10.9x15.3x0.9x
Thu, 17 Apr 2025JP¥32.2tJP¥40.2tJP¥2.0t11.1x16x0.8x
Sat, 15 Mar 2025JP¥34.7tJP¥40.4tJP¥2.0t11.4x17.1x0.9x
Mon, 10 Feb 2025JP¥34.7tJP¥39.3tJP¥2.0t11.8x17x0.9x
Wed, 08 Jan 2025JP¥33.3tJP¥39.4tJP¥2.1t11.9x16x0.8x
Fri, 06 Dec 2024JP¥32.2tJP¥39.1tJP¥2.1t11.8x15.4x0.8x
Sun, 03 Nov 2024JP¥29.8tJP¥40.2tJP¥2.0t11.1x14.7x0.7x
Tue, 01 Oct 2024JP¥30.7tJP¥40.1tJP¥2.0t12x15.4x0.8x
Thu, 29 Aug 2024JP¥30.5tJP¥39.7tJP¥2.0t11.9x15.5x0.8x
Sat, 27 Jul 2024JP¥29.5tJP¥39.4tJP¥2.1t12x14.1x0.7x
Mon, 24 Jun 2024JP¥28.8tJP¥39.3tJP¥2.1t12.1x13.8x0.7x
Wed, 22 May 2024JP¥29.2tJP¥39.3tJP¥2.1t12.3x14.1x0.7x
Fri, 19 Apr 2024JP¥28.4tJP¥39.2tJP¥1.9t12x14.8x0.7x
Sun, 17 Mar 2024JP¥28.8tJP¥39.2tJP¥1.9t11.7x15x0.7x
Tue, 13 Feb 2024JP¥30.2tJP¥38.3tJP¥1.8t11.3x16.6x0.8x
Thu, 11 Jan 2024JP¥30.2tJP¥38.6tJP¥1.8t11x16.9x0.8x
Sat, 09 Dec 2023JP¥28.1tJP¥38.5tJP¥1.8t10.5x15.8x0.7x
Mon, 06 Nov 2023JP¥28.2tJP¥38.2tJP¥1.9t10.2x15.2x0.7x
Wed, 04 Oct 2023JP¥28.4tJP¥38.2tJP¥1.8t10.3x15.4x0.7x
Fri, 01 Sep 2023JP¥28.4tJP¥38.1tJP¥1.8t9.8x15.4x0.7x
Sun, 30 Jul 2023JP¥29.4tJP¥37.2tJP¥1.8t10.2x16.6x0.8x
Tue, 27 Jun 2023JP¥29.2tJP¥37.2tJP¥1.8t10.4x16.6x0.8x
Thu, 25 May 2023JP¥28.7tJP¥37.2tJP¥1.8t9.8x16.2x0.8x
Sat, 22 Apr 2023JP¥27.0tJP¥35.9tJP¥2.0t10.1x13.8x0.8x
Mon, 20 Mar 2023JP¥25.7tJP¥35.9tJP¥2.0t9.6x13.1x0.7x
Wed, 15 Feb 2023JP¥25.7tJP¥35.8tJP¥2.0t9.8x13x0.7x
Fri, 13 Jan 2023JP¥24.6tJP¥34.9tJP¥2.0t9.4x12.2x0.7x
Sun, 11 Dec 2022JP¥24.8tJP¥34.9tJP¥2.0t9.2x12.2x0.7x
Price to Earnings Ratio

12.2x


Total Market Cap: JP¥24.8tTotal Earnings: JP¥2.0tTotal Revenue: JP¥34.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.4x202320242025
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 17.6x which is higher than its 3-year average PE of 15.4x.
  • The 3-year average PS ratio of 0.80x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 4.3% per year over the last three years.
  • Revenues for these companies have grown 4.0% 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-0.71%
Consumer Discretionary-2.09%
Consumer Durables-2.26%
Home Furnishings-0.14%
Household Appliances-1.79%
Homebuilding-2.12%
Consumer Electronics-2.31%
Housewares and Specialties-5.79%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 18.0x.
    • Analysts are expecting annual earnings growth of 7.1%, which is higher than its past year's earnings growth of 5.4% per year.
  • Investors are most pessimistic about the Homebuilding industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.9x.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 9.0% over the next 5 years.
  • However this is lower than its past earnings growth rate of 21% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings grow by 5.9% 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
7731 NikonJP¥1.85k1.6%
+JP¥9.7b		10.7%PE71.4x
6952 Casio ComputerLtdJP¥1.29k1.4%
+JP¥4.1b		4.8%PE23.4x
3465 Ki-Star Real EstateLtdJP¥6.14k3.7%
+JP¥3.4b		45.2%PE8.2x
5909 CoronaJP¥975.002.1%
+JP¥584.9m		1.9%PE40.6x
1401 MbsJP¥1.28k3.8%
+JP¥337.7m		72.3%PE17.4x

Latest News

5909
JP¥975.00
Corona
7D
2.1%
1Y
1.9%
7731
JP¥1,848.00
Nikon
7D
1.6%
1Y
10.7%

Nikon (TSE:7731) Has Announced A Dividend Of ¥25.00

Dec 03
Nikon (TSE:7731) Has Announced A Dividend Of ¥25.00
5956
JP¥564.00
Toso Company
7D
3.1%
1Y
9.9%
6632
JP¥1,125.00
JVCKENWOOD
7D
-5.2%
1Y
-29.3%

JVCKENWOOD (TSE:6632) Is Increasing Its Dividend To ¥12.00

Dec 02
JVCKENWOOD (TSE:6632) Is Increasing Its Dividend To ¥12.00
1928
JP¥3,409.00
Sekisui House
7D
-2.0%
1Y
-5.4%

Does Sekisui House (TSE:1928) Have A Healthy Balance Sheet?

Dec 02
Does Sekisui House (TSE:1928) Have A Healthy Balance Sheet?
3465
JP¥6,140.00
Ki-Star Real EstateLtd
7D
3.7%
1Y
45.2%
3467
JP¥2,336.00
Agratio urban design
7D
1.8%
1Y
45.5%
6752
JP¥1,875.00
Panasonic Holdings
7D
-3.0%
1Y
26.9%

6752: Chip Tariff Risk And Battery Collaboration Prospects Will Shape Outlook

Analysts have modestly raised their price target for Panasonic Holdings from ¥2,126.67 to ¥2,136.00. This reflects slight improvements in profit margin and a lower discount rate.
1766
JP¥14,100.00
Token
7D
-4.2%
1Y
31.3%

We Like These Underlying Return On Capital Trends At Token (TSE:1766)

Nov 26
We Like These Underlying Return On Capital Trends At Token (TSE:1766)
1808
JP¥2,942.00
HASEKO
7D
-1.6%
1Y
46.3%

HASEKO's (TSE:1808) Soft Earnings Don't Show The Whole Picture

Nov 21
HASEKO's (TSE:1808) Soft Earnings Don't Show The Whole Picture
2999
JP¥451.00
Home Position
7D
3.7%
1Y
17.1%
6758
JP¥4,418.00
Sony Group
7D
-3.6%
1Y
39.5%

6758: Future Performance Will Be Driven By Expanding Games and Entertainment Segments

Sony Group's analyst price target has increased from ¥4,867.50 to ¥5,076.80. Analysts highlight stronger earnings performance and continued strength in the company's games, anime, and music segments.
6753
JP¥769.60
Sharp
7D
-2.2%
1Y
-18.0%

There Are Some Holes In Sharp's (TSE:6753) Solid Earnings Release

Nov 18
There Are Some Holes In Sharp's (TSE:6753) Solid Earnings Release
5947
JP¥3,919.00
Rinnai
7D
-1.3%
1Y
21.4%

Rinnai Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Nov 09
Rinnai Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
6952
JP¥1,286.50
Casio ComputerLtd
7D
1.4%
1Y
4.8%
1401
JP¥1,280.00
Mbs
7D
3.8%
1Y
72.3%