Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedJan 01, 2026
DataAggregated Company Financials
Companies75
  • 7D0.5%
  • 3M3.3%
  • 1Y16.1%
  • YTD18.2%

In the last week, Consumer Durables has been flat. The past year has been better, since the industry has gained 16% in that time. As for the next few years, earnings are expected to grow by 7.5% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 02 Jan 2026JP¥38.8tJP¥39.2tJP¥2.3t11.8x16.9x1x
Sun, 30 Nov 2025JP¥41.9tJP¥39.2tJP¥2.3t12x18.2x1.1x
Tue, 28 Oct 2025JP¥40.5tJP¥39.3tJP¥2.3t12x17.5x1x
Thu, 25 Sep 2025JP¥39.4tJP¥39.3tJP¥2.3t11.4x17x1x
Sat, 23 Aug 2025JP¥38.3tJP¥39.2tJP¥2.3t10.9x16.4x1x
Mon, 21 Jul 2025JP¥33.5tJP¥39.5tJP¥2.2t10.7x15x0.8x
Wed, 18 Jun 2025JP¥34.3tJP¥39.2tJP¥2.2t10.6x15.3x0.9x
Fri, 16 May 2025JP¥34.7tJP¥39.3tJP¥2.2t11.6x15.5x0.9x
Sun, 13 Apr 2025JP¥31.6tJP¥40.2tJP¥2.0t11x15.7x0.8x
Tue, 11 Mar 2025JP¥34.4tJP¥40.4tJP¥2.0t11.6x17x0.9x
Thu, 06 Feb 2025JP¥34.8tJP¥39.4tJP¥2.1t11.8x16.7x0.9x
Sat, 04 Jan 2025JP¥34.0tJP¥39.4tJP¥2.1t12.3x16.3x0.9x
Mon, 02 Dec 2024JP¥32.1tJP¥40.4tJP¥2.2t12x14.8x0.8x
Wed, 30 Oct 2024JP¥29.9tJP¥40.1tJP¥2.0t11.4x15.1x0.7x
Fri, 27 Sep 2024JP¥31.5tJP¥40.1tJP¥2.0t12.4x15.8x0.8x
Sun, 25 Aug 2024JP¥29.6tJP¥39.8tJP¥2.0t11.5x15x0.7x
Tue, 23 Jul 2024JP¥31.4tJP¥39.4tJP¥2.1t12.2x15x0.8x
Thu, 20 Jun 2024JP¥28.7tJP¥39.3tJP¥2.1t12.1x13.8x0.7x
Sat, 18 May 2024JP¥29.3tJP¥39.2tJP¥2.1t11.9x14.1x0.7x
Mon, 15 Apr 2024JP¥29.1tJP¥39.2tJP¥1.9t11.9x15.2x0.7x
Wed, 13 Mar 2024JP¥28.6tJP¥39.2tJP¥1.9t11.2x14.9x0.7x
Fri, 09 Feb 2024JP¥30.4tJP¥38.3tJP¥1.8t10.4x16.6x0.8x
Sun, 07 Jan 2024JP¥29.1tJP¥38.6tJP¥1.8t10.9x16.4x0.8x
Tue, 05 Dec 2023JP¥28.1tJP¥38.5tJP¥1.8t10.5x15.8x0.7x
Thu, 02 Nov 2023JP¥28.1tJP¥38.2tJP¥1.9t10.2x15.1x0.7x
Sat, 30 Sep 2023JP¥28.5tJP¥38.2tJP¥1.8t10.5x15.5x0.7x
Mon, 28 Aug 2023JP¥27.8tJP¥38.1tJP¥1.8t9.5x15.1x0.7x
Wed, 26 Jul 2023JP¥29.8tJP¥37.2tJP¥1.8t10.3x16.9x0.8x
Fri, 23 Jun 2023JP¥29.7tJP¥37.2tJP¥1.8t10.4x16.9x0.8x
Sun, 21 May 2023JP¥29.4tJP¥37.2tJP¥1.8t9.7x16.6x0.8x
Tue, 18 Apr 2023JP¥26.8tJP¥35.9tJP¥2.0t10x13.7x0.7x
Thu, 16 Mar 2023JP¥25.4tJP¥35.9tJP¥2.0t9.7x12.9x0.7x
Sat, 11 Feb 2023JP¥25.8tJP¥35.7tJP¥2.0t10.1x13x0.7x
Mon, 09 Jan 2023JP¥23.7tJP¥34.9tJP¥2.0t9.5x11.7x0.7x
Price to Earnings Ratio

11.7x


Total Market Cap: JP¥23.7tTotal Earnings: JP¥2.0tTotal Revenue: JP¥34.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.6x202420252026
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 15.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.81x.
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 3.9% 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 Market0.095%
Consumer Discretionary-0.05%
Consumer Durables0.51%
Homebuilding1.11%
Home Furnishings0.41%
Consumer Electronics0.41%
Household Appliances-0.31%
Housewares and Specialties-0.66%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 18.1x.
    • Analysts are expecting annual earnings growth of 7.3%, 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 10.0x.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 8.7% over the next 5 years.
  • However this is lower than its past earnings growth rate of 17% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings grow by 4.2% 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
1928 Sekisui HouseJP¥3.50k0.5%
+JP¥11.0b		-7.5%PE11.3x
7731 NikonJP¥1.74k0.7%
+JP¥3.8b		6.4%PE67.4x
8892 ES-CON JAPANJP¥1.19k2.4%
+JP¥2.7b		21.8%PE9.8x
9663 NAGAWAJP¥6.46k2.5%
+JP¥2.5b		-12.9%PE31.3x
6952 Casio ComputerLtdJP¥1.27k0.8%
+JP¥2.3b		-3.2%PE23.1x

Latest News

6952
JP¥1,270.00
Casio ComputerLtd
7D
0.8%
1Y
-3.2%
7965
JP¥1,566.00
Zojirushi
7D
-4.7%
1Y
-13.0%
6752
JP¥2,023.50
Panasonic Holdings
7D
-3.9%
1Y
23.2%

6752: India Expansion, Cost Moves And Chip Tariffs Will Shape Outlook

Analysts have modestly raised their price target for Panasonic Holdings from ¥2,136 to ¥2,190. This reflects expectations for slightly improved profitability, supported by higher forecast profit margins and a marginally lower discount rate, even as revenue growth and future valuation multiples are trimmed.
3288
JP¥9,202.00
Open House Group
7D
-0.3%
1Y
72.7%
6794
JP¥2,711.00
Foster Electric Company
7D
2.0%
1Y
73.3%
8892
JP¥1,188.00
ES-CON JAPAN
7D
2.4%
1Y
21.8%

Does ES-CON JAPAN (TSE:8892) Have A Healthy Balance Sheet?

Dec 23
Does ES-CON JAPAN (TSE:8892) Have A Healthy Balance Sheet?
1911
JP¥1,604.50
Sumitomo Forestry
7D
-1.0%
1Y
-9.1%
7740
JP¥1,034.00
TamronLtd
7D
-2.1%
1Y
-8.0%
7731
JP¥1,744.00
Nikon
7D
0.7%
1Y
6.4%

7731: Earnings Headwinds Will Persist As Guidance Cuts Offset Modest Outlook Improvements

Analysts have modestly raised their price target on Nikon, reflecting a slightly higher implied fair value of approximately ¥1,582 per share, up from about ¥1,546. This change is supported by expectations of marginally richer future valuation multiples, while growth and profitability assumptions remain essentially stable.
6753
JP¥770.80
Sharp
7D
0.3%
1Y
-21.7%
6758
JP¥4,024.00
Sony Group
7D
-0.4%
1Y
19.4%

6758: Gaming And Music Subscriptions Will Drive Future Earnings Re Rating

Analysts have modestly raised their price target on Sony Group, reflecting slightly faster expected revenue growth, a marginally higher profit margin, and a supportive backdrop of recent Buy and Outperform upgrades that highlight renewed strength in gaming and music streaming businesses. Analyst Commentary Recent Street revisions highlight a more constructive stance on Sony Group, with analysts pointing to a combination of cyclical recovery in key content categories and structural tailwinds in digital entertainment.
3465
JP¥6,580.00
Ki-Star Real EstateLtd
7D
-4.8%
1Y
52.5%
1808
JP¥3,108.00
HASEKO
7D
-0.7%
1Y
52.9%
1928
JP¥3,498.00
Sekisui House
7D
0.5%
1Y
-7.5%

Sekisui House (TSE:1928) Has Announced A Dividend Of ¥72.00

Dec 08
Sekisui House (TSE:1928) Has Announced A Dividend Of ¥72.00
6632
JP¥1,200.00
JVCKENWOOD
7D
0.8%
1Y
-31.3%

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

Dec 02
JVCKENWOOD (TSE:6632) Is Increasing Its Dividend To ¥12.00
9663
JP¥6,460.00
NAGAWA
7D
2.5%
1Y
-12.9%