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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedJan 14, 2026
DataAggregated Company Financials
Companies75
  • 7D-3.6%
  • 3M-3.2%
  • 1Y21.2%
  • YTD-2.6%

Over the last 7 days, the Consumer Durables industry has dropped 3.6%, driven by Sony Group declining 6.7%. This takes the industry's 12 month performance to a gain of 21%. Earnings are forecast to grow by 7.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 14 Jan 2026JP¥38.2tJP¥39.2tJP¥2.3t12x16.6x1x
Fri, 12 Dec 2025JP¥39.0tJP¥39.2tJP¥2.3t11.4x17x1x
Sun, 09 Nov 2025JP¥38.9tJP¥39.1tJP¥2.3t12.1x17.2x1x
Tue, 07 Oct 2025JP¥40.5tJP¥39.3tJP¥2.3t11.6x17.5x1x
Thu, 04 Sep 2025JP¥37.0tJP¥39.2tJP¥2.3t11x15.8x0.9x
Sat, 02 Aug 2025JP¥34.7tJP¥39.2tJP¥2.2t11.3x15.5x0.9x
Mon, 30 Jun 2025JP¥35.1tJP¥39.5tJP¥2.2t10.6x15.7x0.9x
Wed, 28 May 2025JP¥35.3tJP¥39.4tJP¥2.3t10.6x15.7x0.9x
Fri, 25 Apr 2025JP¥33.6tJP¥40.2tJP¥2.0t11.6x16.7x0.8x
Sun, 23 Mar 2025JP¥36.6tJP¥40.4tJP¥2.0t11.8x18x0.9x
Tue, 18 Feb 2025JP¥37.0tJP¥40.1tJP¥2.0t11.4x18.2x0.9x
Thu, 16 Jan 2025JP¥32.4tJP¥39.4tJP¥2.1t11.5x15.5x0.8x
Sat, 14 Dec 2024JP¥33.7tJP¥39.4tJP¥2.1t11.9x16.1x0.9x
Mon, 11 Nov 2024JP¥30.8tJP¥40.3tJP¥2.2t11.9x14.3x0.8x
Wed, 09 Oct 2024JP¥31.6tJP¥40.1tJP¥2.0t12.1x15.8x0.8x
Fri, 06 Sep 2024JP¥29.9tJP¥39.7tJP¥2.0t11.5x15.2x0.8x
Sun, 04 Aug 2024JP¥27.3tJP¥39.5tJP¥2.0t11.5x13.9x0.7x
Tue, 02 Jul 2024JP¥30.1tJP¥39.4tJP¥2.1t12.1x14.4x0.8x
Thu, 30 May 2024JP¥28.5tJP¥39.3tJP¥2.1t12x13.7x0.7x
Sat, 27 Apr 2024JP¥28.5tJP¥39.2tJP¥1.9t12.1x15x0.7x
Mon, 25 Mar 2024JP¥30.0tJP¥39.2tJP¥1.9t12.5x15.6x0.8x
Wed, 21 Feb 2024JP¥29.4tJP¥39.1tJP¥1.9t11.2x15.5x0.8x
Fri, 19 Jan 2024JP¥30.6tJP¥38.6tJP¥1.8t10.8x17.2x0.8x
Sun, 17 Dec 2023JP¥28.9tJP¥38.6tJP¥1.8t10.6x16.3x0.8x
Tue, 14 Nov 2023JP¥28.4tJP¥38.4tJP¥1.8t10.4x16.1x0.7x
Thu, 12 Oct 2023JP¥28.7tJP¥38.2tJP¥1.8t10.1x15.6x0.8x
Sat, 09 Sep 2023JP¥28.8tJP¥38.2tJP¥1.8t9.7x15.6x0.8x
Mon, 07 Aug 2023JP¥29.1tJP¥37.3tJP¥1.9t9.8x15.2x0.8x
Wed, 05 Jul 2023JP¥29.8tJP¥37.2tJP¥1.8t10.3x17x0.8x
Fri, 02 Jun 2023JP¥28.7tJP¥37.2tJP¥1.8t9.4x16.2x0.8x
Sun, 30 Apr 2023JP¥27.8tJP¥36.8tJP¥2.0t9.8x14.1x0.8x
Tue, 28 Mar 2023JP¥25.4tJP¥35.9tJP¥2.0t9.6x12.9x0.7x
Thu, 23 Feb 2023JP¥24.9tJP¥35.9tJP¥2.0t9.8x12.6x0.7x
Sat, 21 Jan 2023JP¥25.1tJP¥34.9tJP¥2.0t9.7x12.4x0.7x
Price to Earnings Ratio

12.4x


Total Market Cap: JP¥25.1tTotal 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 15.6x.
  • 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 Market1.77%
Consumer Discretionary1.92%
Consumer Durables-3.58%
Homebuilding1.58%
Home Furnishings0.27%
Household Appliances0.074%
Housewares and Specialties-1.43%
Consumer Electronics-4.89%
Industry PE
  • Investors are most optimistic about the Household Appliances industry even though it's trading below its 3-year average PE ratio of 23.0x.
    • Analysts are expecting annual earnings growth of 6.1%, 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 10.1x.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 9.0% 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¥2.18k5.6%
+JP¥270.8b		39.8%PE15.9x
1911 Sumitomo ForestryJP¥1.72k7.1%
+JP¥69.4b		3.8%PE10.3x
1928 Sekisui HouseJP¥3.58k1.9%
+JP¥43.4b		-0.03%PE11.6x
1808 HASEKOJP¥3.26k4.0%
+JP¥32.0b		65.3%PE21.3x
7731 NikonJP¥1.87k5.3%
+JP¥31.1b		13.1%PE72.2x

Latest News

6952
JP¥1,329.50
Casio ComputerLtd
7D
2.7%
1Y
5.7%

Market Participants Recognise Casio Computer Co.,Ltd.'s (TSE:6952) Earnings

Jan 14
Market Participants Recognise Casio Computer Co.,Ltd.'s (TSE:6952) Earnings
1419
JP¥3,610.00
Tama Home
7D
-2.3%
1Y
15.9%
6758
JP¥3,848.00
Sony Group
7D
-3.2%
1Y
20.0%
1911
JP¥1,719.00
Sumitomo Forestry
7D
7.1%
1Y
3.8%

Here's Why Sumitomo Forestry (TSE:1911) Has A Meaningful Debt Burden

Jan 12
Here's Why Sumitomo Forestry (TSE:1911) Has A Meaningful Debt Burden
3291
JP¥2,603.50
Iida Group Holdings
7D
1.7%
1Y
17.2%

Shareholders Should Be Pleased With Iida Group Holdings Co., Ltd.'s (TSE:3291) Price

Jan 11
Shareholders Should Be Pleased With Iida Group Holdings Co., Ltd.'s (TSE:3291) Price
6752
JP¥2,177.00
Panasonic Holdings
7D
5.6%
1Y
39.8%

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.
1808
JP¥3,260.00
HASEKO
7D
4.0%
1Y
65.3%

These 4 Measures Indicate That HASEKO (TSE:1808) Is Using Debt Reasonably Well

Jan 08
These 4 Measures Indicate That HASEKO (TSE:1808) Is Using Debt Reasonably Well
7731
JP¥1,867.50
Nikon
7D
5.3%
1Y
13.1%

7731: Tariff And Segment Weakness Will Weigh On Earnings And Guidance

Analysts have kept their valuation view on Nikon broadly steady, with the updated fair value estimate essentially unchanged at ¥1,582. The revision reflects only marginal tweaks to inputs such as the discount rate, long term revenue growth, profit margin, and future P/E assumptions.
5947
JP¥4,121.00
Rinnai
7D
1.9%
1Y
28.7%

Are Rinnai Corporation (TSE:5947) Investors Paying Above The Intrinsic Value?

Jan 06
Are Rinnai Corporation (TSE:5947) Investors Paying Above The Intrinsic Value?
6788
JP¥4,950.00
Nihon Trim
7D
-1.4%
1Y
38.7%
5943
JP¥2,045.00
Noritz
7D
-0.7%
1Y
26.9%
7965
JP¥1,561.00
Zojirushi
7D
-0.5%
1Y
-3.8%
8892
JP¥1,209.00
ES-CON JAPAN
7D
-3.4%
1Y
24.6%

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

Dec 23
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5946
JP¥2,005.00
Chofu Seisakusho
7D
-1.1%
1Y
3.7%
6753
JP¥795.20
Sharp
7D
-2.5%
1Y
-13.0%
1928
JP¥3,579.00
Sekisui House
7D
1.9%
1Y
-0.03%

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

Dec 08
Sekisui House (TSE:1928) Has Announced A Dividend Of ¥72.00