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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedJun 20, 2026
DataAggregated Company Financials
Companies73
  • 7D1.7%
  • 3M8.5%
  • 1Y15.8%
  • YTD-1.7%

Over the last 7 days, the Consumer Durables industry has risen 1.7%, driven by gains from Panasonic Holdings of 16%. This takes the industry's 12 month performance to a gain of 16%. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 21 Jun 2026JP¥38.3tJP¥38.8tJP¥2.0t9.6x19x1x
Tue, 19 May 2026JP¥38.5tJP¥38.8tJP¥2.0t9.6x19.6x1x
Thu, 16 Apr 2026JP¥36.5tJP¥39.2tJP¥2.2t11.5x16.3x0.9x
Sat, 14 Mar 2026JP¥36.7tJP¥39.2tJP¥2.2t11.5x16.4x0.9x
Mon, 09 Feb 2026JP¥37.0tJP¥39.1tJP¥2.1t11.7x17.4x0.9x
Wed, 07 Jan 2026JP¥39.6tJP¥39.2tJP¥2.3t11.9x17.2x1x
Fri, 05 Dec 2025JP¥40.6tJP¥39.2tJP¥2.3t11.6x17.7x1x
Sun, 02 Nov 2025JP¥39.5tJP¥39.1tJP¥2.3t11.5x17.5x1x
Tue, 30 Sep 2025JP¥38.9tJP¥39.3tJP¥2.3t11.6x16.8x1x
Thu, 28 Aug 2025JP¥37.6tJP¥39.2tJP¥2.3t11x16.1x1x
Sat, 26 Jul 2025JP¥34.8tJP¥39.5tJP¥2.2t11x15.5x0.9x
Mon, 23 Jun 2025JP¥33.4tJP¥39.2tJP¥2.2t10.6x14.9x0.9x
Wed, 21 May 2025JP¥35.2tJP¥39.4tJP¥2.3t10.7x15.6x0.9x
Fri, 18 Apr 2025JP¥32.8tJP¥40.2tJP¥2.0t11.3x16.4x0.8x
Sun, 16 Mar 2025JP¥34.7tJP¥40.4tJP¥2.0t11.3x17.1x0.9x
Tue, 11 Feb 2025JP¥34.3tJP¥39.3tJP¥2.0t11.7x16.8x0.9x
Thu, 09 Jan 2025JP¥32.9tJP¥39.4tJP¥2.1t11.9x15.8x0.8x
Sat, 07 Dec 2024JP¥32.0tJP¥39.1tJP¥2.1t11.8x15.3x0.8x
Mon, 04 Nov 2024JP¥29.8tJP¥40.2tJP¥2.0t11.1x14.7x0.7x
Wed, 02 Oct 2024JP¥31.2tJP¥40.1tJP¥2.0t12.2x15.6x0.8x
Fri, 30 Aug 2024JP¥30.5tJP¥39.7tJP¥2.0t11.8x15.4x0.8x
Sun, 28 Jul 2024JP¥29.5tJP¥39.4tJP¥2.1t12x14.1x0.7x
Tue, 25 Jun 2024JP¥29.0tJP¥39.3tJP¥2.1t12.3x13.9x0.7x
Thu, 23 May 2024JP¥29.1tJP¥39.3tJP¥2.1t12.3x14x0.7x
Sat, 20 Apr 2024JP¥28.4tJP¥39.2tJP¥1.9t12x14.8x0.7x
Mon, 18 Mar 2024JP¥28.8tJP¥39.2tJP¥1.9t11.7x15x0.7x
Wed, 14 Feb 2024JP¥31.0tJP¥38.3tJP¥1.8t11.2x17x0.8x
Fri, 12 Jan 2024JP¥30.1tJP¥38.6tJP¥1.8t11x16.9x0.8x
Sun, 10 Dec 2023JP¥28.1tJP¥38.5tJP¥1.8t10.4x15.8x0.7x
Tue, 07 Nov 2023JP¥28.7tJP¥38.2tJP¥1.9t10.2x15.5x0.8x
Thu, 05 Oct 2023JP¥28.4tJP¥38.2tJP¥1.8t9.8x15.4x0.7x
Sat, 02 Sep 2023JP¥29.1tJP¥38.1tJP¥1.8t9.8x15.8x0.8x
Mon, 31 Jul 2023JP¥29.4tJP¥37.2tJP¥1.8t10.2x16.6x0.8x
Wed, 28 Jun 2023JP¥29.0tJP¥37.2tJP¥1.8t10.4x16.5x0.8x
Price to Earnings Ratio

16.5x


Total Market Cap: JP¥29.0tTotal 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 19.0x 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 Market4.68%
Consumer Discretionary1.98%
Consumer Durables1.71%
Consumer Electronics2.15%
Housewares and Specialties1.17%
Home Furnishings0.40%
Household Appliances0.13%
Homebuilding-0.11%
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 15.2%, 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¥4.42k16.3%
+JP¥1.4t		198.0%PE54.4x
7731 NikonJP¥2.15k6.5%
+JP¥43.3b		50.3%PS1x
6952 Casio ComputerLtdJP¥1.91k8.9%
+JP¥34.7b		75.2%PE23.2x
7740 TamronLtdJP¥1.23k21.1%
+JP¥34.7b		45.0%PE17.1x
1808 HASEKOJP¥2.73k1.4%
+JP¥10.3b		24.1%PE13.2x

Latest News

3291
JP¥2,186.50
Iida Group Holdings
7D
0.8%
1Y
11.1%
8860
JP¥721.00
Fuji
7D
-7.2%
1Y
7.3%
6758
JP¥3,140.00
Sony Group
7D
-4.6%
1Y
-12.9%
6952
JP¥1,906.50
Casio ComputerLtd
7D
8.9%
1Y
75.2%
Narrative Update • Jun 18

6952: Lower Multiple And Margin Uncertainty Will Limit Share Price Upside

Analysts have reiterated a ¥1,200 price target for Casio Computer, citing a slightly lower discount rate, an improved profit margin outlook, and a reduced assumed future P/E multiple as key inputs behind the updated valuation work. What’s in the News for Casio Computer Ltd Casio Computer Ltd announced a new G-SHOCK GRAVITYMASTER model, the GWR-B3000, featuring a newly developed TOUGH MVT.
7740
JP¥1,234.00
TamronLtd
7D
21.1%
1Y
45.0%
7731
JP¥2,153.00
Nikon
7D
6.5%
1Y
50.3%
Narrative Update • Jun 17

7731: Elevated P E And Softer Margins Will Constrain Future Share Returns

The analyst price target for Nikon has inched up from ¥1,636 to ¥1,639. Analysts attribute this slight adjustment to updated assumptions for revenue growth, discount rate, profit margin and future P/E.
6752
JP¥4,419.00
Panasonic Holdings
7D
16.3%
1Y
198.0%
Narrative Update • Jun 17

6752: AI Expectations Will Constrain Upside Despite Data Center Battery Plans

Analysts have raised their blended fair value estimate for Panasonic Holdings to ¥3,719.53 from ¥3,411.20. This change reflects updated views on discount rates, profit margins, and future P/E assumptions, even as some recent research suggests that AI-related growth is already well reflected in the stock.
6753
JP¥573.20
Sharp
7D
-5.9%
1Y
-15.2%
5947
JP¥3,438.00
Rinnai
7D
-1.3%
1Y
-3.8%
3288
JP¥8,399.00
Open House Group
7D
-1.2%
1Y
32.6%
1928
JP¥3,271.00
Sekisui House
7D
-0.5%
1Y
8.3%
6632
JP¥1,120.50
JVCKENWOOD
7D
3.9%
1Y
2.8%
1419
JP¥2,791.00
Tama Home
7D
-5.9%
1Y
-14.0%
1808
JP¥2,730.00
HASEKO
7D
1.4%
1Y
24.1%
Analysis Article • May 23

Shareholders Can Be Confident That HASEKO's (TSE:1808) Earnings Are High Quality

HASEKO Corporation's ( TSE:1808 ) strong earnings report was rewarded with a positive stock price move. We did some...
6794
JP¥3,015.00
Foster Electric Company
7D
8.6%
1Y
100.3%
8892
JP¥1,066.00
ES-CON JAPAN
7D
-4.0%
1Y
8.6%