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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedFeb 01, 2026
DataAggregated Company Financials
Companies75
  • 7D-4.2%
  • 3M-9.5%
  • 1Y6.5%
  • YTD-9.0%

Over the last 7 days, the Consumer Durables industry has dropped 4.2%, driven by Sony Group declining 4.4%. In contrast, Casio ComputerLtd has gained 14%. This takes the industry's 12 month performance to a gain of 6.5%. As for the next few years, earnings are expected to grow by 8.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 01 Feb 2026JP¥35.6tJP¥39.2tJP¥2.3t11.6x15.5x0.9x
Tue, 30 Dec 2025JP¥38.9tJP¥39.2tJP¥2.3t11.9x16.9x1x
Thu, 27 Nov 2025JP¥41.3tJP¥39.2tJP¥2.3t12x18x1.1x
Sat, 25 Oct 2025JP¥40.4tJP¥39.3tJP¥2.3t11.9x17.4x1x
Mon, 22 Sep 2025JP¥39.2tJP¥39.3tJP¥2.3t11.5x16.9x1x
Wed, 20 Aug 2025JP¥38.3tJP¥39.6tJP¥2.3t10.9x16.4x1x
Fri, 18 Jul 2025JP¥34.0tJP¥39.5tJP¥2.2t10.8x15.2x0.9x
Sun, 15 Jun 2025JP¥34.2tJP¥39.2tJP¥2.2t10.7x15.2x0.9x
Tue, 13 May 2025JP¥34.7tJP¥40.2tJP¥2.0t11.7x17x0.9x
Thu, 10 Apr 2025JP¥30.1tJP¥40.2tJP¥2.0t10.4x15x0.7x
Sat, 08 Mar 2025JP¥35.2tJP¥40.4tJP¥2.0t11.7x17.3x0.9x
Mon, 03 Feb 2025JP¥34.2tJP¥39.4tJP¥2.1t11.9x16.3x0.9x
Wed, 01 Jan 2025JP¥34.0tJP¥39.4tJP¥2.1t12.3x16.3x0.9x
Fri, 29 Nov 2024JP¥32.6tJP¥40.4tJP¥2.2t12.3x15x0.8x
Sun, 27 Oct 2024JP¥29.3tJP¥40.0tJP¥2.0t11.1x14.8x0.7x
Tue, 24 Sep 2024JP¥30.0tJP¥40.1tJP¥2.0t11.8x15x0.7x
Thu, 22 Aug 2024JP¥29.2tJP¥39.8tJP¥2.0t11.8x14.8x0.7x
Sat, 20 Jul 2024JP¥31.7tJP¥39.4tJP¥2.1t12.3x15.1x0.8x
Mon, 17 Jun 2024JP¥29.3tJP¥39.3tJP¥2.1t12.3x14x0.7x
Wed, 15 May 2024JP¥28.1tJP¥39.4tJP¥1.9t12.5x15.1x0.7x
Fri, 12 Apr 2024JP¥28.7tJP¥39.2tJP¥1.9t12.7x15x0.7x
Sun, 10 Mar 2024JP¥28.9tJP¥39.2tJP¥1.9t11.5x15.1x0.7x
Tue, 06 Feb 2024JP¥30.9tJP¥38.4tJP¥1.8t11.1x17x0.8x
Thu, 04 Jan 2024JP¥29.1tJP¥38.6tJP¥1.8t10.7x16.4x0.8x
Sat, 02 Dec 2023JP¥28.4tJP¥38.5tJP¥1.8t10.6x16x0.7x
Mon, 30 Oct 2023JP¥27.4tJP¥38.2tJP¥1.8t10x14.9x0.7x
Wed, 27 Sep 2023JP¥28.9tJP¥38.2tJP¥1.8t10.6x15.7x0.8x
Fri, 25 Aug 2023JP¥28.1tJP¥38.1tJP¥1.8t9.5x15.3x0.7x
Sun, 23 Jul 2023JP¥29.5tJP¥37.2tJP¥1.8t10.1x16.8x0.8x
Tue, 20 Jun 2023JP¥29.9tJP¥37.2tJP¥1.8t10.2x17x0.8x
Thu, 18 May 2023JP¥28.4tJP¥37.2tJP¥1.8t9.4x16x0.8x
Sat, 15 Apr 2023JP¥26.6tJP¥35.9tJP¥2.0t9.8x13.5x0.7x
Mon, 13 Mar 2023JP¥26.2tJP¥35.9tJP¥2.0t9.9x13.3x0.7x
Wed, 08 Feb 2023JP¥26.0tJP¥35.6tJP¥2.0t10.2x12.9x0.7x
Price to Earnings Ratio

12.9x


Total Market Cap: JP¥26.0tTotal Earnings: JP¥2.0tTotal Revenue: JP¥35.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.7x202420252026
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 15.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.82x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 4.4% per year over the last three years.
  • Revenues for these companies have grown 3.2% 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-1.65%
Consumer Discretionary-3.09%
Consumer Durables-4.17%
Housewares and Specialties0%0
Household Appliances-1.61%
Home Furnishings-2.16%
Homebuilding-2.39%
Consumer Electronics-4.72%
Industry PE
  • Investors are most optimistic about the Household Appliances industry even though it's trading below its 3-year average PE ratio of 22.9x.
    • Analysts are expecting annual earnings growth of 6.2%, which is higher than its past year's earnings decline of 29.8% 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 10.2x.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 9.3% over the next 5 years.
  • However this is lower than its past earnings growth rate of 14% 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
6952 Casio ComputerLtdJP¥1.51k14.2%
+JP¥42.8b
16.6%PE17.9x
2983 Arr PlannerJP¥1.65k9.6%
+JP¥1.5b
138.4%PE8.2x
6794 Foster Electric CompanyJP¥2.77k2.3%
+JP¥1.4b
71.1%PE14.9x
1430 First-corporationJP¥1.06k2.7%
+JP¥335.7m
25.3%PE10.1x
3294 e'grandLtdJP¥2.12k2.0%
+JP¥249.2m
49.3%PE7.9x

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