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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedJun 14, 2026
DataAggregated Company Financials
Companies75
  • 7D-3.6%
  • 3M3.0%
  • 1Y11.3%
  • YTD-3.3%

Over the last 7 days, the Consumer Durables industry has dropped 3.6%, driven by Sony Group declining 7.5%. Over the past 12 months, the industry was up 11%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Jun 2026JP¥37.7tJP¥38.8tJP¥2.0t9.6x18.8x1x
Tue, 12 May 2026JP¥37.3tJP¥38.5tJP¥2.0t11x18.5x1x
Thu, 09 Apr 2026JP¥37.2tJP¥39.2tJP¥2.2t12x16.6x0.9x
Sat, 07 Mar 2026JP¥36.8tJP¥39.2tJP¥2.2t11.9x16.4x0.9x
Mon, 02 Feb 2026JP¥35.6tJP¥39.2tJP¥2.3t11.6x15.5x0.9x
Wed, 31 Dec 2025JP¥38.8tJP¥39.2tJP¥2.3t11.8x16.9x1x
Fri, 28 Nov 2025JP¥41.9tJP¥39.2tJP¥2.3t11.9x18.2x1.1x
Sun, 26 Oct 2025JP¥40.4tJP¥39.3tJP¥2.3t11.9x17.4x1x
Tue, 23 Sep 2025JP¥39.7tJP¥39.3tJP¥2.3t11.4x17.2x1x
Thu, 21 Aug 2025JP¥38.2tJP¥39.6tJP¥2.3t10.9x16.3x1x
Sat, 19 Jul 2025JP¥33.5tJP¥39.5tJP¥2.2t10.7x15x0.8x
Mon, 16 Jun 2025JP¥34.2tJP¥39.2tJP¥2.2t10.7x15.2x0.9x
Wed, 14 May 2025JP¥34.9tJP¥40.2tJP¥2.2t11.9x15.6x0.9x
Fri, 11 Apr 2025JP¥33.6tJP¥40.2tJP¥2.0t10.9x16.7x0.8x
Sun, 09 Mar 2025JP¥35.2tJP¥40.4tJP¥2.0t11.7x17.3x0.9x
Tue, 04 Feb 2025JP¥33.4tJP¥39.4tJP¥2.1t11.7x16x0.8x
Thu, 02 Jan 2025JP¥34.0tJP¥39.4tJP¥2.1t12.3x16.3x0.9x
Sat, 30 Nov 2024JP¥32.1tJP¥40.4tJP¥2.2t12x14.8x0.8x
Mon, 28 Oct 2024JP¥29.3tJP¥40.0tJP¥2.0t11.1x14.8x0.7x
Wed, 25 Sep 2024JP¥30.6tJP¥40.1tJP¥2.0t11.9x15.3x0.8x
Fri, 23 Aug 2024JP¥29.4tJP¥39.8tJP¥2.0t11.4x14.9x0.7x
Sun, 21 Jul 2024JP¥31.8tJP¥39.4tJP¥2.1t12.3x15.2x0.8x
Tue, 18 Jun 2024JP¥28.6tJP¥39.3tJP¥2.1t12x13.7x0.7x
Thu, 16 May 2024JP¥29.2tJP¥39.4tJP¥1.9t12.2x15.6x0.7x
Sat, 13 Apr 2024JP¥29.2tJP¥39.2tJP¥1.9t12.4x15.2x0.7x
Mon, 11 Mar 2024JP¥28.9tJP¥39.2tJP¥1.9t11.5x15.1x0.7x
Wed, 07 Feb 2024JP¥30.4tJP¥38.4tJP¥1.8t11.2x16.7x0.8x
Fri, 05 Jan 2024JP¥29.0tJP¥38.6tJP¥1.8t10.9x16.3x0.8x
Sun, 03 Dec 2023JP¥28.4tJP¥38.5tJP¥1.8t10.6x16x0.7x
Tue, 31 Oct 2023JP¥27.4tJP¥38.2tJP¥1.8t9.8x14.9x0.7x
Thu, 28 Sep 2023JP¥29.1tJP¥38.2tJP¥1.8t10.7x15.8x0.8x
Sat, 26 Aug 2023JP¥27.8tJP¥38.1tJP¥1.8t9.5x15.1x0.7x
Mon, 24 Jul 2023JP¥29.5tJP¥37.2tJP¥1.8t10.1x16.8x0.8x
Wed, 21 Jun 2023JP¥29.9tJP¥37.2tJP¥1.8t10.3x17x0.8x
Price to Earnings Ratio

17x


Total Market Cap: JP¥29.9tTotal 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 18.8x 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 4.5% 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-1.44%
Consumer Discretionary-1.79%
Consumer Durables-3.56%
Housewares and Specialties7.08%
Homebuilding2.17%
Home Furnishings0.28%
Household Appliances0.07%
Consumer Electronics-4.82%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 18.6x.
    • 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 below 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 Household Appliances 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
6752 Panasonic HoldingsJP¥3.80k1.2%
+JP¥107.4b		153.6%PE46.8x
1928 Sekisui HouseJP¥3.29k2.7%
+JP¥55.7b		9.1%PE8.3x
1911 Sumitomo ForestryJP¥1.33k3.5%
+JP¥27.9b		-7.5%PE8x
7731 NikonJP¥2.02k3.9%
+JP¥25.0b		44.1%PS1x
3288 Open House GroupJP¥8.50k1.6%
+JP¥14.9b		35.0%PE8.5x

Latest News

6752
JP¥3,800.00
Panasonic Holdings
7D
1.2%
1Y
153.6%
166A
JP¥1,111.00
TASUKI Holdings
7D
17.3%
1Y
67.1%
5947
JP¥3,483.00
Rinnai
7D
-0.5%
1Y
-4.2%
3288
JP¥8,498.00
Open House Group
7D
1.6%
1Y
35.0%
6952
JP¥1,750.00
Casio ComputerLtd
7D
-4.7%
1Y
63.1%
1928
JP¥3,289.00
Sekisui House
7D
2.7%
1Y
9.1%
6632
JP¥1,078.00
JVCKENWOOD
7D
-14.2%
1Y
-0.7%
6758
JP¥3,292.00
Sony Group
7D
-7.5%
1Y
-11.9%
6753
JP¥609.20
Sharp
7D
-7.4%
1Y
-8.4%
3465
JP¥3,815.00
Ki-Star Real EstateLtd
7D
7.2%
1Y
58.3%
7731
JP¥2,021.50
Nikon
7D
3.9%
1Y
44.1%
Narrative Update • Jun 02

7731: Lower Margins And Rich P E Will Pressure Future Returns

Analysts have lifted their fair value estimate for Nikon from ¥1,599 to ¥1,636, citing updated assumptions around revenue growth, profit margins, and future P/E expectations as key drivers of the revised price target. What's in the News Nikon scheduled a board meeting for May 18, 2026, to consider disposing of treasury stock as performance based stock remuneration.
5943
JP¥2,234.00
Noritz
7D
-1.4%
1Y
19.3%
1911
JP¥1,333.50
Sumitomo Forestry
7D
3.5%
1Y
-7.5%
1808
JP¥2,691.00
HASEKO
7D
1.4%
1Y
26.3%
Analysis Article • May 23

Shareholders Can Be Confident That HASEKO's (TSE:1808) Earnings Are High Quality

HASEKO Corporation's ( TSE:1808 ) strong earnings report was rewarded with a positive stock price move. We did some...
6794
JP¥2,775.00
Foster Electric Company
7D
-4.3%
1Y
94.1%
7740
JP¥1,019.00
TamronLtd
7D
-2.9%
1Y
19.0%