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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedMay 21, 2026
DataAggregated Company Financials
Companies75
  • 7D-2.2%
  • 3M2.4%
  • 1Y12.6%
  • YTD-2.3%

Over the last 7 days, the Consumer Durables industry has dropped 2.2%, driven by a pullback from Sony Group of 1.5%. On the other hand Rinnai is actually up 6.1%. Over the past 12 months, the industry was up 13%. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 May 2026JP¥38.1tJP¥38.8tJP¥2.0t9.5x19.2x1x
Sat, 18 Apr 2026JP¥36.7tJP¥39.2tJP¥2.2t11.5x16.4x0.9x
Mon, 16 Mar 2026JP¥36.7tJP¥39.2tJP¥2.2t11.5x16.4x0.9x
Wed, 11 Feb 2026JP¥37.8tJP¥39.1tJP¥2.1t11.9x17.8x1x
Fri, 09 Jan 2026JP¥38.2tJP¥39.2tJP¥2.3t11.9x16.6x1x
Sun, 07 Dec 2025JP¥39.9tJP¥39.2tJP¥2.3t11.4x17.3x1x
Tue, 04 Nov 2025JP¥39.5tJP¥39.1tJP¥2.3t11.5x17.4x1x
Thu, 02 Oct 2025JP¥38.2tJP¥39.3tJP¥2.3t11.3x16.5x1x
Sat, 30 Aug 2025JP¥37.5tJP¥39.2tJP¥2.3t10.9x16x1x
Mon, 28 Jul 2025JP¥34.8tJP¥39.5tJP¥2.2t11x15.5x0.9x
Wed, 25 Jun 2025JP¥33.4tJP¥39.2tJP¥2.2t10.6x14.9x0.9x
Fri, 23 May 2025JP¥34.3tJP¥39.4tJP¥2.3t10.6x15.2x0.9x
Sun, 20 Apr 2025JP¥33.3tJP¥40.2tJP¥2.0t11.7x16.6x0.8x
Tue, 18 Mar 2025JP¥35.2tJP¥40.4tJP¥2.0t11.5x17.4x0.9x
Thu, 13 Feb 2025JP¥34.1tJP¥39.4tJP¥2.1t11.7x16.6x0.9x
Sat, 11 Jan 2025JP¥32.3tJP¥39.4tJP¥2.1t11.8x15.5x0.8x
Mon, 09 Dec 2024JP¥32.0tJP¥39.4tJP¥2.1t11.8x15.4x0.8x
Wed, 06 Nov 2024JP¥30.5tJP¥40.2tJP¥2.0t11.5x15.1x0.8x
Fri, 04 Oct 2024JP¥30.8tJP¥40.1tJP¥2.0t12x15.4x0.8x
Sun, 01 Sep 2024JP¥30.8tJP¥39.7tJP¥2.0t11.7x15.6x0.8x
Tue, 30 Jul 2024JP¥29.8tJP¥39.4tJP¥2.1t12.1x14.2x0.8x
Thu, 27 Jun 2024JP¥29.5tJP¥39.3tJP¥2.1t12.1x14.2x0.8x
Sat, 25 May 2024JP¥28.8tJP¥39.3tJP¥2.1t12.2x13.9x0.7x
Mon, 22 Apr 2024JP¥27.9tJP¥39.2tJP¥1.9t11.5x14.6x0.7x
Wed, 20 Mar 2024JP¥29.7tJP¥39.2tJP¥1.9t12x15.5x0.8x
Fri, 16 Feb 2024JP¥29.5tJP¥39.0tJP¥1.9t11x15.8x0.8x
Sun, 14 Jan 2024JP¥31.1tJP¥38.6tJP¥1.8t10.8x17.5x0.8x
Tue, 12 Dec 2023JP¥28.6tJP¥38.5tJP¥1.8t10.5x16x0.7x
Thu, 09 Nov 2023JP¥28.9tJP¥38.2tJP¥1.8t10.6x15.6x0.8x
Sat, 07 Oct 2023JP¥27.9tJP¥38.2tJP¥1.8t10.1x15.1x0.7x
Mon, 04 Sep 2023JP¥29.1tJP¥38.1tJP¥1.8t9.8x15.8x0.8x
Wed, 02 Aug 2023JP¥30.2tJP¥37.3tJP¥1.9t9.9x15.8x0.8x
Fri, 30 Jun 2023JP¥29.5tJP¥37.2tJP¥1.8t10.2x16.8x0.8x
Sun, 28 May 2023JP¥28.8tJP¥37.2tJP¥1.8t9.6x16.2x0.8x
Price to Earnings Ratio

16.2x


Total Market Cap: JP¥28.8tTotal Earnings: JP¥1.8tTotal Revenue: JP¥37.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 16x202420252026
Current Industry PE
  • Investors are optimistic on the Japanese Consumer Durables industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 19.2x which is higher than its 3-year average PE of 16.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.84x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 3.7% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Japanese Consumer Discretionary industry?

JP Market-3.06%
Consumer Discretionary-1.33%
Consumer Durables-2.20%
Household Appliances2.39%
Home Furnishings-1.25%
Consumer Electronics-1.91%
Homebuilding-4.15%
Housewares and Specialties-13.39%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 18.5x.
    • Analysts are expecting annual earnings growth of 14.5%, which is higher than its past year's earnings growth of 8.6% per year.
  • Investors are most pessimistic about the Homebuilding industry, which is trading close to its 3-year average of 10.5x.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 8.6% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
6758 Sony GroupJP¥3.55k3.2%
+JP¥649.9b		-2.7%PE20.4x
6752 Panasonic HoldingsJP¥3.42k1.3%
+JP¥102.7b		118.0%PE42.1x
6753 SharpJP¥606.306.1%
+JP¥22.5b		-17.7%PE8.3x
5947 RinnaiJP¥3.54k4.7%
+JP¥22.1b		-0.6%PE13.5x
1808 HASEKOJP¥2.73k1.3%
+JP¥9.5b		32.3%PE13.2x

Latest News

6753
JP¥606.30
Sharp
7D
6.1%
1Y
-17.7%
8877
JP¥5,100.00
Eslead
7D
-6.3%
1Y
20.0%
Analysis Article • 19h

Here's Why Eslead (TSE:8877) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
3291
JP¥2,111.50
Iida Group Holdings
7D
-3.9%
1Y
4.7%
6752
JP¥3,421.00
Panasonic Holdings
7D
1.3%
1Y
118.0%
Narrative Update • May 20

6752: Governance Reforms And Execution On Earnings Drivers Will Support Long-Term Upside

Analysts have revised their price target on Panasonic Holdings to ¥4,000 from ¥3,000, citing updated assumptions around discount rates, revenue growth, margins and future P/E, even as some recent Street research has turned more cautious on the stock. Analyst Commentary While some recent research has turned more cautious, bullish analysts point to the revised ¥4,000 price target as a sign that they still see room for upside if Panasonic Holdings executes on its updated assumptions for revenue, margins and valuation multiples.
6952
JP¥1,548.00
Casio ComputerLtd
7D
-8.4%
1Y
49.8%
Narrative Update • May 19

6952: Buybacks And Sports Watch Expansion Will Likely Keep Shares Fairly Priced

Analysts have nudged their price target for Casio Computer Co., Ltd. up from ¥1,550 to about ¥1,581, citing updated assumptions that include a slightly lower discount rate, a revised revenue growth outlook, firmer profit margin expectations and a modestly adjusted future P/E multiple.
3465
JP¥3,280.00
Ki-Star Real EstateLtd
7D
6.7%
1Y
38.1%
6788
JP¥4,325.00
Nihon Trim
7D
7.5%
1Y
7.3%
1808
JP¥2,725.00
HASEKO
7D
1.3%
1Y
32.3%
6758
JP¥3,554.00
Sony Group
7D
3.2%
1Y
-2.7%
9663
JP¥5,020.00
NAGAWA
7D
-6.3%
1Y
-17.7%
5947
JP¥3,537.00
Rinnai
7D
4.7%
1Y
-0.6%
1911
JP¥1,271.00
Sumitomo Forestry
7D
-2.0%
1Y
-6.6%
7731
JP¥1,965.50
Nikon
7D
-15.5%
1Y
43.3%
3288
JP¥8,742.00
Open House Group
7D
-3.6%
1Y
46.4%
Analysis Article • May 14

The Open House Group Co., Ltd. (TSE:3288) Half-Year Results Are Out And Analysts Have Published New Forecasts

Investors in Open House Group Co., Ltd. ( TSE:3288 ) had a good week, as its shares rose 2.1% to close at JP¥9,208...
1928
JP¥3,331.00
Sekisui House
7D
-2.7%
1Y
4.1%
1766
JP¥13,210.00
Token
7D
3.2%
1Y
-1.3%