Narrative Update • Jul 15

The Consumer Durables industry has stayed flat over the last week. The past year has been better, since the industry has gained 21% in that time. As for the next few years, earnings are expected to grow by 13% per annum.
Has the Japanese Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jul 2026 | JP¥39.4t | JP¥38.8t | JP¥2.0t | 9.6x | 19.5x | 1x |
| Thu, 18 Jun 2026 | JP¥38.6t | JP¥38.8t | JP¥2.0t | 9.6x | 19.1x | 1x |
| Sat, 16 May 2026 | JP¥38.4t | JP¥38.7t | JP¥2.0t | 10.4x | 19.6x | 1x |
| Mon, 13 Apr 2026 | JP¥36.5t | JP¥39.2t | JP¥2.2t | 11.9x | 16.3x | 0.9x |
| Wed, 11 Mar 2026 | JP¥36.2t | JP¥39.2t | JP¥2.2t | 11.8x | 16.2x | 0.9x |
| Fri, 06 Feb 2026 | JP¥35.9t | JP¥39.1t | JP¥2.2t | 11.9x | 16.4x | 0.9x |
| Sun, 04 Jan 2026 | JP¥38.8t | JP¥39.2t | JP¥2.3t | 11.8x | 16.9x | 1x |
| Tue, 02 Dec 2025 | JP¥40.6t | JP¥39.2t | JP¥2.3t | 11.8x | 17.7x | 1x |
| Thu, 30 Oct 2025 | JP¥39.7t | JP¥39.3t | JP¥2.3t | 11.9x | 17.1x | 1x |
| Sat, 27 Sep 2025 | JP¥40.0t | JP¥39.3t | JP¥2.3t | 11.7x | 17.3x | 1x |
| Mon, 25 Aug 2025 | JP¥38.3t | JP¥39.2t | JP¥2.3t | 10.9x | 16.4x | 1x |
| Wed, 23 Jul 2025 | JP¥33.3t | JP¥39.5t | JP¥2.2t | 10.8x | 14.9x | 0.8x |
| Fri, 20 Jun 2025 | JP¥34.0t | JP¥39.2t | JP¥2.2t | 10.6x | 15.1x | 0.9x |
| Sun, 18 May 2025 | JP¥34.3t | JP¥39.4t | JP¥2.2t | 11.4x | 15.3x | 0.9x |
| Tue, 15 Apr 2025 | JP¥31.9t | JP¥40.2t | JP¥2.0t | 10.8x | 15.9x | 0.8x |
| Thu, 13 Mar 2025 | JP¥34.6t | JP¥40.4t | JP¥2.0t | 11.7x | 17.1x | 0.9x |
| Sat, 08 Feb 2025 | JP¥34.7t | JP¥39.4t | JP¥2.1t | 11.8x | 16.8x | 0.9x |
| Mon, 06 Jan 2025 | JP¥34.0t | JP¥39.4t | JP¥2.1t | 12.3x | 16.3x | 0.9x |
| Wed, 04 Dec 2024 | JP¥31.7t | JP¥39.1t | JP¥2.1t | 11.9x | 15.1x | 0.8x |
| Fri, 01 Nov 2024 | JP¥30.1t | JP¥40.1t | JP¥2.0t | 11.3x | 15.2x | 0.8x |
| Sun, 29 Sep 2024 | JP¥31.6t | JP¥40.1t | JP¥2.0t | 12.3x | 15.8x | 0.8x |
| Tue, 27 Aug 2024 | JP¥29.6t | JP¥39.8t | JP¥2.0t | 11.6x | 15x | 0.7x |
| Thu, 25 Jul 2024 | JP¥30.9t | JP¥39.4t | JP¥2.1t | 12x | 14.8x | 0.8x |
| Sat, 22 Jun 2024 | JP¥28.8t | JP¥39.3t | JP¥2.1t | 12.1x | 13.8x | 0.7x |
| Mon, 20 May 2024 | JP¥29.3t | JP¥39.3t | JP¥2.1t | 12.4x | 14.1x | 0.7x |
| Wed, 17 Apr 2024 | JP¥28.9t | JP¥39.2t | JP¥1.9t | 12.4x | 15.1x | 0.7x |
| Fri, 15 Mar 2024 | JP¥28.8t | JP¥39.2t | JP¥1.9t | 11.6x | 15x | 0.7x |
| Sun, 11 Feb 2024 | JP¥30.2t | JP¥38.3t | JP¥1.8t | 11.3x | 16.6x | 0.8x |
| Tue, 09 Jan 2024 | JP¥29.1t | JP¥38.6t | JP¥1.8t | 10.9x | 16.4x | 0.8x |
| Thu, 07 Dec 2023 | JP¥28.9t | JP¥38.5t | JP¥1.8t | 11x | 16.3x | 0.8x |
| Sat, 04 Nov 2023 | JP¥28.2t | JP¥38.2t | JP¥1.8t | 10.2x | 15.2x | 0.7x |
| Mon, 02 Oct 2023 | JP¥28.5t | JP¥38.2t | JP¥1.8t | 10.5x | 15.5x | 0.7x |
| Wed, 30 Aug 2023 | JP¥28.1t | JP¥38.1t | JP¥1.8t | 9.8x | 15.3x | 0.7x |
| Fri, 28 Jul 2023 | JP¥29.8t | JP¥37.2t | JP¥1.8t | 10.3x | 17x | 0.8x |
17x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -3.22% | |
| Consumer Discretionary | 0.25% | |
| Consumer Durables | 0.17% | |
| Household Appliances | 0.41% | |
| Homebuilding | 0.35% | |
| Home Furnishings | 0.30% | |
| Consumer Electronics | 0.13% | |
| Housewares and Specialties | -1.65% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6758 Sony Group | JP¥3.46k | 2.2% +JP¥440.4b | -2.3% | PE19.7x | |
| 1928 Sekisui House | JP¥3.55k | 1.2% +JP¥26.6b | 13.2% | PE8.9x | |
| 1808 HASEKO | JP¥2.83k | 0.7% +JP¥5.3b | 28.9% | PE13.7x | |
| 1911 Sumitomo Forestry | JP¥1.35k | 0.6% +JP¥4.6b | -5.3% | PE8.1x | |
| 3291 Iida Group Holdings | JP¥2.26k | 0.7% +JP¥4.1b | 10.0% | PE9.8x |