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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedJan 25, 2026
DataAggregated Company Financials
Companies75
  • 7D-3.7%
  • 3M-7.2%
  • 1Y16.0%
  • YTD-5.0%

Over the last 7 days, the Consumer Durables industry has dropped 3.7%, driven by Sony Group declining 6.2%. In the past year, the industry has gained 16%. Looking forward, earnings are forecast to grow by 8.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 25 Jan 2026JP¥37.2tJP¥39.2tJP¥2.3t11.9x16.2x0.9x
Tue, 23 Dec 2025JP¥38.2tJP¥39.2tJP¥2.3t11.7x16.6x1x
Thu, 20 Nov 2025JP¥39.4tJP¥39.2tJP¥2.3t11.4x17.1x1x
Sat, 18 Oct 2025JP¥39.2tJP¥39.3tJP¥2.3t11.5x16.9x1x
Mon, 15 Sep 2025JP¥39.1tJP¥39.2tJP¥2.3t11.5x16.8x1x
Wed, 13 Aug 2025JP¥37.0tJP¥39.5tJP¥2.3t10.7x15.9x0.9x
Fri, 11 Jul 2025JP¥33.9tJP¥39.5tJP¥2.2t10.5x15.1x0.9x
Sun, 08 Jun 2025JP¥35.0tJP¥39.1tJP¥2.2t10.9x15.6x0.9x
Tue, 06 May 2025JP¥35.2tJP¥40.4tJP¥2.0t11.7x17.4x0.9x
Thu, 03 Apr 2025JP¥35.2tJP¥40.2tJP¥2.0t11.5x17.5x0.9x
Sat, 01 Mar 2025JP¥36.2tJP¥40.1tJP¥2.0t11.6x17.8x0.9x
Mon, 27 Jan 2025JP¥32.8tJP¥39.4tJP¥2.1t11.6x15.7x0.8x
Wed, 25 Dec 2024JP¥33.3tJP¥39.4tJP¥2.1t11.7x15.9x0.8x
Fri, 22 Nov 2024JP¥31.8tJP¥40.3tJP¥2.2t11.9x14.7x0.8x
Sun, 20 Oct 2024JP¥30.2tJP¥40.1tJP¥2.0t11.8x15.2x0.8x
Tue, 17 Sep 2024JP¥29.2tJP¥40.1tJP¥2.0t11.4x14.6x0.7x
Thu, 15 Aug 2024JP¥28.4tJP¥39.6tJP¥2.0t11.2x14.4x0.7x
Sat, 13 Jul 2024JP¥32.2tJP¥39.4tJP¥2.1t12.3x15.4x0.8x
Mon, 10 Jun 2024JP¥29.7tJP¥39.3tJP¥2.1t12x14.3x0.8x
Wed, 08 May 2024JP¥29.0tJP¥39.3tJP¥1.9t12.3x15.1x0.7x
Fri, 05 Apr 2024JP¥29.1tJP¥39.2tJP¥1.9t12.1x15.2x0.7x
Sun, 03 Mar 2024JP¥29.3tJP¥39.1tJP¥1.9t11.6x15.5x0.7x
Tue, 30 Jan 2024JP¥30.8tJP¥38.5tJP¥1.8t11.1x17.4x0.8x
Thu, 28 Dec 2023JP¥29.0tJP¥38.6tJP¥1.8t10.6x16.3x0.8x
Sat, 25 Nov 2023JP¥28.8tJP¥38.5tJP¥1.8t10.3x16.2x0.7x
Mon, 23 Oct 2023JP¥28.0tJP¥38.2tJP¥1.8t10x15.2x0.7x
Wed, 20 Sep 2023JP¥29.9tJP¥38.2tJP¥1.8t10x16.2x0.8x
Fri, 18 Aug 2023JP¥28.0tJP¥38.1tJP¥1.8t9.5x15.2x0.7x
Sun, 16 Jul 2023JP¥29.0tJP¥37.2tJP¥1.8t10.3x16.5x0.8x
Tue, 13 Jun 2023JP¥29.9tJP¥37.2tJP¥1.8t10x17x0.8x
Thu, 11 May 2023JP¥27.7tJP¥36.8tJP¥2.0t10.3x14.1x0.8x
Sat, 08 Apr 2023JP¥25.7tJP¥35.9tJP¥2.0t9.6x13.1x0.7x
Mon, 06 Mar 2023JP¥25.8tJP¥35.9tJP¥2.0t10x13.1x0.7x
Wed, 01 Feb 2023JP¥25.6tJP¥35.0tJP¥2.0t10.1x12.7x0.7x
Price to Earnings Ratio

12.7x


Total Market Cap: JP¥25.6tTotal Earnings: JP¥2.0tTotal Revenue: JP¥35.0tTotal 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 3.9% 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-0.56%
Consumer Discretionary-1.99%
Consumer Durables-3.72%
Home Furnishings0.35%
Household Appliances-0.11%
Housewares and Specialties-0.77%
Homebuilding-1.95%
Consumer Electronics-4.30%
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 9.2% 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
6752 Panasonic HoldingsJP¥2.30k2.4%
+JP¥127.2b		50.5%PE16.8x
7731 NikonJP¥1.95k5.8%
+JP¥35.2b		15.7%PE75.4x
166A TASUKI HoldingsJP¥898.003.3%
+JP¥1.8b		10.3%PE11.2x
5943 NoritzJP¥2.11k1.8%
+JP¥1.7b		22.8%PE35.3x
5947 RinnaiJP¥4.12k0.2%
+JP¥1.2b		21.9%PE17x

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7D
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6758
JP¥3,614.00
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7D
-6.2%
1Y
11.2%

6758: Entertainment Subscriptions And Content Franchises Will Drive Future Earnings Re Rating

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6752
JP¥2,295.00
Panasonic Holdings
7D
2.4%
1Y
50.5%

6752: Weaker Earnings Guidance And Indian Expansion Plans Will Pressure Future Returns

Analysts have kept their fair value estimate for Panasonic Holdings steady at ¥1,600, citing only modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions rather than a shift in their overall view of the shares. What's in the News Panasonic Holdings plans to pursue acquisitions and minority investments to support overseas growth in its Indian business, including expanding wiring devices, lighting and sales coverage in southern India, according to comments at the Panasonic group IR day.
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5943
JP¥2,108.00
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7D
1.8%
1Y
22.8%
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JP¥898.00
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3.3%
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10.3%
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JP¥1,699.00
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