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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedDec 21, 2025
DataAggregated Company Financials
Companies75
  • 7D-4.3%
  • 3M-2.2%
  • 1Y17.5%
  • YTD16.6%

Over the last 7 days, the Consumer Durables industry has dropped 4.3%, driven by Sony Group declining 4.5%. In the past year, the industry has gained 17%. As for the next few years, earnings are expected to grow by 7.4% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Dec 2025JP¥38.3tJP¥39.2tJP¥2.3t11.7x16.6x1x
Wed, 19 Nov 2025JP¥40.0tJP¥39.2tJP¥2.3t11.5x17.4x1x
Fri, 17 Oct 2025JP¥39.4tJP¥39.3tJP¥2.3t11.5x17x1x
Sun, 14 Sep 2025JP¥39.1tJP¥39.2tJP¥2.3t11.4x16.8x1x
Tue, 12 Aug 2025JP¥37.0tJP¥39.5tJP¥2.3t10.7x15.9x0.9x
Thu, 10 Jul 2025JP¥34.3tJP¥39.5tJP¥2.2t10.5x15.3x0.9x
Sat, 07 Jun 2025JP¥35.0tJP¥39.1tJP¥2.2t10.9x15.6x0.9x
Mon, 05 May 2025JP¥35.2tJP¥40.4tJP¥2.0t11.7x17.4x0.9x
Wed, 02 Apr 2025JP¥35.8tJP¥40.2tJP¥2.0t11.5x17.8x0.9x
Fri, 28 Feb 2025JP¥36.8tJP¥40.1tJP¥2.0t11.5x18.1x0.9x
Sun, 26 Jan 2025JP¥32.8tJP¥39.4tJP¥2.1t11.6x15.7x0.8x
Tue, 24 Dec 2024JP¥33.3tJP¥39.4tJP¥2.1t11.8x16x0.8x
Thu, 21 Nov 2024JP¥32.3tJP¥40.3tJP¥2.2t12.1x14.9x0.8x
Sat, 19 Oct 2024JP¥30.2tJP¥40.1tJP¥2.0t11.8x15.2x0.8x
Mon, 16 Sep 2024JP¥29.2tJP¥40.1tJP¥2.0t11.4x14.6x0.7x
Wed, 14 Aug 2024JP¥27.9tJP¥39.6tJP¥2.0t11.4x14.1x0.7x
Fri, 12 Jul 2024JP¥32.4tJP¥39.4tJP¥2.1t12.2x15.5x0.8x
Sun, 09 Jun 2024JP¥29.7tJP¥39.3tJP¥2.1t12x14.3x0.8x
Tue, 07 May 2024JP¥29.3tJP¥39.3tJP¥1.9t12.1x15.3x0.7x
Thu, 04 Apr 2024JP¥29.0tJP¥39.2tJP¥1.9t12x15.1x0.7x
Sat, 02 Mar 2024JP¥29.3tJP¥39.1tJP¥1.9t11.6x15.5x0.7x
Mon, 29 Jan 2024JP¥30.3tJP¥38.5tJP¥1.8t11x17.1x0.8x
Wed, 27 Dec 2023JP¥28.7tJP¥38.6tJP¥1.8t10.5x16.1x0.7x
Fri, 24 Nov 2023JP¥29.1tJP¥38.5tJP¥1.8t10.3x16.4x0.8x
Sun, 22 Oct 2023JP¥28.0tJP¥38.2tJP¥1.8t10x15.2x0.7x
Tue, 19 Sep 2023JP¥30.1tJP¥38.2tJP¥1.8t10x16.3x0.8x
Thu, 17 Aug 2023JP¥27.9tJP¥38.1tJP¥1.8t9.6x15.1x0.7x
Sat, 15 Jul 2023JP¥29.0tJP¥37.2tJP¥1.8t10.3x16.5x0.8x
Mon, 12 Jun 2023JP¥29.7tJP¥37.2tJP¥1.8t9.8x16.9x0.8x
Wed, 10 May 2023JP¥27.9tJP¥36.8tJP¥2.0t10.2x14.2x0.8x
Fri, 07 Apr 2023JP¥25.6tJP¥35.9tJP¥2.0t9.6x13x0.7x
Sun, 05 Mar 2023JP¥25.8tJP¥35.9tJP¥2.0t10x13.1x0.7x
Tue, 31 Jan 2023JP¥25.6tJP¥34.9tJP¥2.0t9.9x12.7x0.7x
Thu, 29 Dec 2022JP¥23.3tJP¥34.9tJP¥2.0t9.1x11.5x0.7x
Price to Earnings Ratio

11.5x


Total Market Cap: JP¥23.3tTotal Earnings: JP¥2.0tTotal Revenue: JP¥34.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.5x202320242025
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 Market-0.91%
Consumer Discretionary-0.093%
Consumer Durables-4.26%
Homebuilding0.41%
Home Furnishings-0.39%
Household Appliances-0.48%
Housewares and Specialties-0.57%
Consumer Electronics-5.41%
Industry PE
  • Investors are most optimistic about the Household Appliances industry even though it's trading below its 3-year average PE ratio of 23.1x.
    • Analysts are expecting annual earnings growth of 6.3%, which is higher than its past year's earnings decline of 9.8% 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 8.8% 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
3288 Open House GroupJP¥9.16k1.8%
+JP¥18.0b		70.0%PE10.2x
1808 HASEKOJP¥3.11k1.8%
+JP¥14.3b		53.5%PE20.9x
1766 TokenJP¥14.78k4.4%
+JP¥8.3b		23.4%PE11.8x
8892 ES-CON JAPANJP¥1.11k8.3%
+JP¥8.1b		19.3%PE9.1x
3291 Iida Group HoldingsJP¥2.46k0.9%
+JP¥5.9b		4.0%PE13.1x

Latest News

3291
JP¥2,455.50
Iida Group Holdings
7D
0.9%
1Y
4.0%

Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00

Dec 21
Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00
7731
JP¥1,703.50
Nikon
7D
-6.9%
1Y
4.1%

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.
8995
JP¥2,569.00
Makoto Construction CoLtd
7D
179.5%
1Y
337.6%

A Look At The Intrinsic Value Of Makoto Construction Co,Ltd (TSE:8995)

Dec 18
A Look At The Intrinsic Value Of Makoto Construction Co,Ltd (TSE:8995)
6753
JP¥764.80
Sharp
7D
-2.4%
1Y
-22.7%
6758
JP¥3,994.00
Sony Group
7D
-4.5%
1Y
21.6%

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.
1766
JP¥14,780.00
Token
7D
4.4%
1Y
23.4%
6952
JP¥1,248.00
Casio ComputerLtd
7D
-2.2%
1Y
-3.0%

6952: Earnings Stabilization And Cost Discipline Will Support Further Share Price Upside

Analysts modestly raised their price target on Casio Computer Ltd., lifting it to ¥1,200 from ¥1,100 as they recalibrated profit forecasts and slightly trimmed long term growth assumptions. They still see limited upside given tougher watch and consumer product market conditions and a share price that now appears more fairly valued.
6752
JP¥1,942.50
Panasonic Holdings
7D
-10.7%
1Y
22.3%

6752: Future Tariffs On Chip Heavy Electronics Will Pressure Earnings Outlook

Analysts have raised their price target on Panasonic Holdings by approximately 7 percent to ¥1,600, citing slightly lower discount rate assumptions, an improved revenue outlook despite still modest contraction, and higher expected profit margins on a cheaper projected future P/E multiple. What's in the News The Trump administration is considering tariffs on imported electronic devices based on the value of their chip content, a proposal that could affect major manufacturers including Panasonic alongside peers such as Sony, Nintendo, Samsung, and Foxconn (Reuters).
1808
JP¥3,110.00
HASEKO
7D
1.8%
1Y
53.5%
1928
JP¥3,428.00
Sekisui House
7D
-0.9%
1Y
-5.2%

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

Dec 08
Sekisui House (TSE:1928) Has Announced A Dividend Of ¥72.00
5947
JP¥3,988.00
Rinnai
7D
-1.4%
1Y
26.7%

Rinnai's (TSE:5947) Dividend Will Be ¥50.00

Dec 07
Rinnai's (TSE:5947) Dividend Will Be ¥50.00
8892
JP¥1,107.00
ES-CON JAPAN
7D
8.3%
1Y
19.3%

ES-CON JAPAN (TSE:8892) Has Affirmed Its Dividend Of ¥48.00

Dec 04
ES-CON JAPAN (TSE:8892) Has Affirmed Its Dividend Of ¥48.00
3288
JP¥9,156.00
Open House Group
7D
1.8%
1Y
70.0%

Here's Why We Think Open House Group (TSE:3288) Might Deserve Your Attention Today

Dec 04
Here's Why We Think Open House Group (TSE:3288) Might Deserve Your Attention Today
1911
JP¥1,585.00
Sumitomo Forestry
7D
-1.5%
1Y
-8.7%
7955
JP¥871.00
Cleanup
7D
7.0%
1Y
33.8%

Cleanup (TSE:7955) Will Pay A Dividend Of ¥18.00

Dec 02
Cleanup (TSE:7955) Will Pay A Dividend Of ¥18.00
8877
JP¥6,570.00
Eslead
7D
3.1%
1Y
50.0%

Eslead's (TSE:8877) Dividend Will Be Increased To ¥135.00

Dec 02
Eslead's (TSE:8877) Dividend Will Be Increased To ¥135.00