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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedJul 26, 2024
DataAggregated Company Financials
Companies84
  • 7D-6.6%
  • 3M4.1%
  • 1Y1.0%
  • YTD3.5%

Over the last 7 days, the Consumer Durables industry has dropped 6.6%, driven by a pullback from Sony Group of 9.9%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 7.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jul 2024JP¥29.8tJP¥39.4tJP¥2.1t12x14.2x0.8x
Sun, 23 Jun 2024JP¥28.8tJP¥39.3tJP¥2.1t12.1x13.8x0.7x
Tue, 21 May 2024JP¥29.4tJP¥39.3tJP¥2.1t12.4x14.2x0.7x
Thu, 18 Apr 2024JP¥28.7tJP¥39.2tJP¥1.9t12.3x15x0.7x
Sat, 16 Mar 2024JP¥28.8tJP¥39.2tJP¥1.9t11.6x15x0.7x
Mon, 12 Feb 2024JP¥30.2tJP¥38.3tJP¥1.8t11.3x16.6x0.8x
Wed, 10 Jan 2024JP¥29.4tJP¥38.6tJP¥1.8t11x16.5x0.8x
Fri, 08 Dec 2023JP¥28.5tJP¥38.5tJP¥1.8t11x16x0.7x
Sun, 05 Nov 2023JP¥28.2tJP¥38.2tJP¥1.9t10.2x15.2x0.7x
Tue, 03 Oct 2023JP¥28.4tJP¥38.2tJP¥1.8t10.4x15.4x0.7x
Thu, 31 Aug 2023JP¥28.2tJP¥38.1tJP¥1.8t9.7x15.3x0.7x
Sat, 29 Jul 2023JP¥29.4tJP¥37.2tJP¥1.8t10.2x16.7x0.8x
Mon, 26 Jun 2023JP¥29.2tJP¥37.2tJP¥1.8t10.4x16.6x0.8x
Wed, 24 May 2023JP¥29.0tJP¥37.2tJP¥1.8t9.8x16.3x0.8x
Fri, 21 Apr 2023JP¥27.1tJP¥35.9tJP¥2.0t10.1x13.8x0.8x
Sun, 19 Mar 2023JP¥25.7tJP¥35.9tJP¥2.0t9.6x13.1x0.7x
Tue, 14 Feb 2023JP¥25.5tJP¥35.8tJP¥2.0t9.6x12.9x0.7x
Thu, 12 Jan 2023JP¥24.5tJP¥34.9tJP¥2.0t9.2x12.1x0.7x
Sat, 10 Dec 2022JP¥24.8tJP¥34.8tJP¥2.0t9.2x12.2x0.7x
Mon, 07 Nov 2022JP¥24.4tJP¥34.7tJP¥2.0t8.6x12x0.7x
Wed, 05 Oct 2022JP¥22.8tJP¥33.7tJP¥2.0t8.9x11.5x0.7x
Fri, 02 Sep 2022JP¥24.8tJP¥33.6tJP¥2.0t8.9x12.5x0.7x
Sun, 31 Jul 2022JP¥25.5tJP¥33.5tJP¥2.0t8.8x13x0.8x
Tue, 28 Jun 2022JP¥25.1tJP¥33.2tJP¥2.0t8.5x12.6x0.8x
Thu, 26 May 2022JP¥10.6tJP¥23.3tJP¥1.1t8.4x9.8x0.5x
Sat, 23 Apr 2022JP¥24.8tJP¥33.0tJP¥2.0t9.1x12.2x0.8x
Mon, 21 Mar 2022JP¥26.6tJP¥32.9tJP¥2.0t8.9x13.1x0.8x
Wed, 16 Feb 2022JP¥26.8tJP¥32.6tJP¥2.0t9.3x13.6x0.8x
Fri, 14 Jan 2022JP¥30.2tJP¥32.1tJP¥2.0t9.3x15.5x0.9x
Sun, 12 Dec 2021JP¥29.2tJP¥32.1tJP¥1.9t9.2x15.1x0.9x
Tue, 09 Nov 2021JP¥29.9tJP¥32.2tJP¥1.9t9.2x15.5x0.9x
Thu, 07 Oct 2021JP¥26.4tJP¥31.8tJP¥2.1t10.1x12.3x0.8x
Sat, 04 Sep 2021JP¥27.1tJP¥31.7tJP¥2.2t10.1x12.6x0.9x
Mon, 02 Aug 2021JP¥26.6tJP¥31.7tJP¥2.2t10.1x12.3x0.8x
Price to Earnings Ratio

12.3x


Total Market Cap: JP¥26.6tTotal Earnings: JP¥2.2tTotal Revenue: JP¥31.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 14.1x202220232024
Current Industry PE
  • Investors are relatively neutral on the Japanese Consumer Durables 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 0.77x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 7.5% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

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

JP Market-5.18%
Consumer Discretionary-4.35%
Consumer Durables-6.55%
Household Appliances-1.71%
Homebuilding-2.29%
Home Furnishings-3.02%
Housewares and Specialties-4.57%
Consumer Electronics-8.24%
Industry PE
  • Investors are most optimistic about the Housewares and Specialties industry, which is trading close to its 3-year average PE ratio of 49.6x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • 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 9.5x.
Forecasted Growth
  • Analysts are most optimistic on the Household Appliances industry, expecting annual earnings growth of 11% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Home Furnishings 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
6755 Fujitsu GeneralJP¥2.12k3.1%
+JP¥6.8b
-27.8%PE72.3x
5966 Kyoto ToolJP¥2.85k2.0%
+JP¥139.2m
34.2%PE10.8x
2983 Arr PlannerJP¥1.06k2.0%
+JP¥111.6m
37.1%PE15.2x
8893 Shin-Nihon TatemonoLtdJP¥666.000.5%
+JP¥59.7m
40.5%n/a
3261 GRANDESJP¥472.003.1%
+JP¥49.0m
40.9%PE5.9x
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Latest News

6753

JP¥860.60

Sharp

7D

-9.0%

1Y

1.2%

1928

JP¥3,750.00

Sekisui House

7D

-2.8%

1Y

31.6%

2983

JP¥1,060.00

Arr Planner

7D

2.0%

1Y

37.1%

1911

JP¥6,150.00

Sumitomo Forestry

7D

-3.5%

1Y

83.5%

6752

JP¥1,206.50

Panasonic Holdings

7D

-6.7%

1Y

-28.9%

6758

JP¥13,220.00

Sony Group

7D

-9.9%

1Y

1.4%

8996

JP¥810.00

HouseFreedomLtd

7D

1.3%

1Y

8.3%

3261

JP¥472.00

GRANDES

7D

3.1%

1Y

40.9%

5966

JP¥2,854.00

Kyoto Tool

7D

2.0%

1Y

34.2%

1420

JP¥736.00

Sanyo Homes

7D

0.4%

1Y

3.2%

8893

JP¥666.00

Shin-Nihon TatemonoLtd

7D

0.5%

1Y

40.5%