Fujitsu General Limited Just Missed EPS By 32%: Here's What Analysts Think Will Happen Next
Apr 28
Japanese (NIKKEI) Consumer Durables Industry Analysis
UpdatedMay 01, 2024
DataAggregated Company Financials
Companies81
- 7D4.0%
- 3M-5.3%
- 1Y7.1%
- YTD2.0%
In the last week, the Consumer Durables industry is up 4.0%, with Sony Group up 4.7%. In the last 12 months, the industry was up 7.1%. Earnings are forecast to grow by 8.0% annually.
Industry Valuation and Performance
Has the Japanese Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 01 May 2024 | JP¥29.3t | JP¥39.2t | JP¥1.9t | 12.3x | 15.3x | 0.7x |
| Fri, 29 Mar 2024 | JP¥29.1t | JP¥39.2t | JP¥1.9t | 12x | 15.2x | 0.7x |
| Sun, 25 Feb 2024 | JP¥29.3t | JP¥39.1t | JP¥1.9t | 11.4x | 15.5x | 0.7x |
| Tue, 23 Jan 2024 | JP¥31.5t | JP¥38.6t | JP¥1.8t | 11.1x | 17.7x | 0.8x |
| Thu, 21 Dec 2023 | JP¥28.7t | JP¥38.6t | JP¥1.8t | 10.5x | 16.1x | 0.7x |
| Sat, 18 Nov 2023 | JP¥28.9t | JP¥38.5t | JP¥1.8t | 10.7x | 16.3x | 0.8x |
| Mon, 16 Oct 2023 | JP¥28.8t | JP¥38.2t | JP¥1.8t | 10.2x | 15.7x | 0.8x |
| Wed, 13 Sep 2023 | JP¥29.2t | JP¥38.2t | JP¥1.8t | 9.8x | 15.8x | 0.8x |
| Fri, 11 Aug 2023 | JP¥28.9t | JP¥38.0t | JP¥1.8t | 10.2x | 15.7x | 0.8x |
| Sun, 09 Jul 2023 | JP¥29.2t | JP¥37.2t | JP¥1.8t | 10.2x | 16.6x | 0.8x |
| Tue, 06 Jun 2023 | JP¥29.9t | JP¥37.2t | JP¥1.8t | 9.7x | 16.8x | 0.8x |
| Thu, 04 May 2023 | JP¥27.7t | JP¥36.8t | JP¥2.0t | 9.9x | 14.1x | 0.8x |
| Sat, 01 Apr 2023 | JP¥26.2t | JP¥35.9t | JP¥2.0t | 9.8x | 13.3x | 0.7x |
| Mon, 27 Feb 2023 | JP¥25.3t | JP¥35.9t | JP¥2.0t | 9.8x | 12.8x | 0.7x |
| Wed, 25 Jan 2023 | JP¥25.6t | JP¥34.9t | JP¥2.0t | 9.7x | 12.7x | 0.7x |
| Fri, 23 Dec 2022 | JP¥23.5t | JP¥34.9t | JP¥2.0t | 9.3x | 11.6x | 0.7x |
| Sun, 20 Nov 2022 | JP¥25.4t | JP¥34.8t | JP¥2.0t | 9.1x | 12.5x | 0.7x |
| Tue, 18 Oct 2022 | JP¥22.7t | JP¥33.7t | JP¥2.0t | 9x | 11.4x | 0.7x |
| Thu, 15 Sep 2022 | JP¥23.8t | JP¥33.7t | JP¥2.0t | 9x | 12x | 0.7x |
| Sat, 13 Aug 2022 | JP¥25.4t | JP¥33.6t | JP¥2.0t | 9x | 12.8x | 0.8x |
| Mon, 11 Jul 2022 | JP¥24.6t | JP¥33.2t | JP¥2.0t | 8.7x | 12.4x | 0.7x |
| Wed, 08 Jun 2022 | JP¥26.1t | JP¥33.1t | JP¥2.0t | 8.7x | 13.2x | 0.8x |
| Fri, 06 May 2022 | JP¥24.5t | JP¥33.0t | JP¥2.0t | 8.8x | 12x | 0.7x |
| Sun, 03 Apr 2022 | JP¥26.6t | JP¥32.9t | JP¥2.0t | 9.3x | 13.1x | 0.8x |
| Tue, 01 Mar 2022 | JP¥25.7t | JP¥32.9t | JP¥2.0t | 8.7x | 12.7x | 0.8x |
| Thu, 27 Jan 2022 | JP¥27.3t | JP¥32.1t | JP¥2.0t | 8.8x | 14x | 0.8x |
| Sat, 25 Dec 2021 | JP¥29.6t | JP¥32.1t | JP¥2.0t | 9.2x | 15.2x | 0.9x |
| Mon, 22 Nov 2021 | JP¥30.3t | JP¥32.1t | JP¥1.9t | 9.3x | 15.7x | 0.9x |
| Wed, 20 Oct 2021 | JP¥28.5t | JP¥31.8t | JP¥2.2t | 9.2x | 13.2x | 0.9x |
| Fri, 17 Sep 2021 | JP¥28.3t | JP¥31.8t | JP¥2.1t | 10.4x | 13.2x | 0.9x |
| Sun, 15 Aug 2021 | JP¥26.1t | JP¥31.7t | JP¥2.2t | 10.2x | 12.1x | 0.8x |
| Thu, 10 Jun 2021 | JP¥25.6t | JP¥30.5t | JP¥1.9t | 10.8x | 13.1x | 0.8x |
Price to Earnings Ratio
13.2x
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 13.9x.
- The industry is trading close to its 3-year average PS ratio of 0.78x.
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 8.7% 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 | 2.54% | |
| Consumer Discretionary | 1.79% | |
| Consumer Durables | 3.96% | |
| Household Appliances | 4.88% | |
| Consumer Electronics | 4.03% | |
| Homebuilding | 3.75% | |
| Housewares and Specialties | 0.82% | |
| Home Furnishings | 0.43% | |
Industry PE
- Investors are most optimistic about the Housewares and Specialties industry which is trading above its 3-year average PE ratio of 47.0x.
- 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 15% over the next 5 years.
- This is better than its past earnings decline of 18% per year.
- In contrast, the Home Furnishings industry is expected to see its earnings grow by 4.5% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6758 Sony Group | JP¥13.10k | 2.0% +JP¥316.1b | 4.1% | PE18.6x | |
| 1911 Sumitomo Forestry | JP¥5.36k | 11.2% +JP¥110.5b | 83.7% | PE10.7x | |
| 6755 Fujitsu General | JP¥2.11k | 17.0% +JP¥32.0b | -39.7% | PE72.1x | |
| 7740 TamronLtd | JP¥8.06k | 23.2% +JP¥31.3b | 131.3% | PE14.1x | |
| 3288 Open House Group | JP¥4.77k | 3.0% +JP¥16.3b | -12.9% | PE5.4x |
