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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedApr 27, 2026
DataAggregated Company Financials
Companies75
  • 7D-4.1%
  • 3M-2.9%
  • 1Y6.2%
  • YTD-9.7%

Over the last 7 days, the Consumer Durables industry has dropped 4.1%, driven by a pullback from Sony Group of 6.1%. This takes the industry's 12 month performance to a gain of 6.2%. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 27 Apr 2026JP¥35.2tJP¥39.2tJP¥2.2t11x15.7x0.9x
Wed, 25 Mar 2026JP¥35.0tJP¥39.2tJP¥2.2t11.1x15.7x0.9x
Fri, 20 Feb 2026JP¥37.4tJP¥39.1tJP¥2.2t12.5x16.9x1x
Sun, 18 Jan 2026JP¥38.7tJP¥39.2tJP¥2.3t12x16.8x1x
Tue, 16 Dec 2025JP¥39.7tJP¥39.2tJP¥2.3t11.6x17.3x1x
Thu, 13 Nov 2025JP¥41.8tJP¥39.2tJP¥2.3t11.7x18.3x1.1x
Sat, 11 Oct 2025JP¥40.4tJP¥39.3tJP¥2.3t11.6x17.4x1x
Mon, 08 Sep 2025JP¥37.8tJP¥39.2tJP¥2.3t11.3x16.2x1x
Wed, 06 Aug 2025JP¥34.5tJP¥39.4tJP¥2.2t11x15.4x0.9x
Fri, 04 Jul 2025JP¥34.4tJP¥39.5tJP¥2.2t10.6x15.4x0.9x
Sun, 01 Jun 2025JP¥35.3tJP¥39.0tJP¥2.3t10.8x15.6x0.9x
Tue, 29 Apr 2025JP¥33.8tJP¥40.3tJP¥2.0t11.6x16.7x0.8x
Thu, 27 Mar 2025JP¥36.5tJP¥40.4tJP¥2.0t12x18x0.9x
Sat, 22 Feb 2025JP¥36.5tJP¥40.1tJP¥2.0t11.4x17.9x0.9x
Mon, 20 Jan 2025JP¥32.5tJP¥39.4tJP¥2.1t11.3x15.5x0.8x
Wed, 18 Dec 2024JP¥33.9tJP¥39.4tJP¥2.1t11.8x16.2x0.9x
Fri, 15 Nov 2024JP¥31.6tJP¥40.3tJP¥2.2t11.4x14.7x0.8x
Sun, 13 Oct 2024JP¥30.9tJP¥40.1tJP¥2.0t11.8x15.5x0.8x
Tue, 10 Sep 2024JP¥29.2tJP¥40.1tJP¥2.0t11.4x14.6x0.7x
Thu, 08 Aug 2024JP¥27.0tJP¥39.5tJP¥2.0t11x13.7x0.7x
Sat, 06 Jul 2024JP¥30.4tJP¥39.4tJP¥2.1t12.1x14.6x0.8x
Mon, 03 Jun 2024JP¥29.2tJP¥39.3tJP¥2.1t12.1x14.1x0.7x
Wed, 01 May 2024JP¥29.3tJP¥39.2tJP¥1.9t12.3x15.3x0.7x
Fri, 29 Mar 2024JP¥29.1tJP¥39.2tJP¥1.9t12x15.2x0.7x
Sun, 25 Feb 2024JP¥29.3tJP¥39.1tJP¥1.9t11.4x15.5x0.7x
Tue, 23 Jan 2024JP¥31.5tJP¥38.6tJP¥1.8t11.1x17.7x0.8x
Thu, 21 Dec 2023JP¥28.7tJP¥38.6tJP¥1.8t10.5x16.1x0.7x
Sat, 18 Nov 2023JP¥28.9tJP¥38.5tJP¥1.8t10.7x16.3x0.8x
Mon, 16 Oct 2023JP¥28.8tJP¥38.2tJP¥1.8t10.2x15.7x0.8x
Wed, 13 Sep 2023JP¥29.2tJP¥38.2tJP¥1.8t9.8x15.8x0.8x
Fri, 11 Aug 2023JP¥28.9tJP¥38.0tJP¥1.8t10.2x15.7x0.8x
Sun, 09 Jul 2023JP¥29.2tJP¥37.2tJP¥1.8t10.2x16.6x0.8x
Tue, 06 Jun 2023JP¥29.9tJP¥37.2tJP¥1.8t9.7x16.8x0.8x
Thu, 04 May 2023JP¥27.7tJP¥36.8tJP¥2.0t9.9x14.1x0.8x
Price to Earnings Ratio

14.1x


Total Market Cap: JP¥27.7tTotal Earnings: JP¥2.0tTotal Revenue: JP¥36.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.9x202420252026
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 15.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.83x.
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 2.1% 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-0.95%
Consumer Discretionary-4.81%
Consumer Durables-4.14%
Household Appliances-1.57%
Home Furnishings-1.88%
Homebuilding-2.72%
Consumer Electronics-4.58%
Housewares and Specialties-5.57%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 18.4x.
    • Analysts are expecting annual earnings growth of 11.4%, which is lower than the prior year's growth of 20.8% per year.
  • Investors are most pessimistic about the Homebuilding industry, which is trading close to its 3-year average of 10.4x.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 11% over the next 5 years.
  • However this is lower than its past earnings growth rate of 21% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings grow by 2.5% 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¥3.10k4.0%
+JP¥281.3b		93.2%PE35.7x
8892 ES-CON JAPANJP¥1.20k5.0%
+JP¥5.5b		11.7%PE9.4x
5947 RinnaiJP¥3.55k0.3%
+JP¥1.7b		11.5%PE14.3x
5966 Kyoto ToolJP¥2.42k0.8%
+JP¥45.9m		-8.3%PE10.9x
205A Logos HoldingsJP¥2.01k0.5%
+JP¥35.3m		113.3%PE12.1x

Latest News

8892
JP¥1,200.00
ES-CON JAPAN
7D
5.0%
1Y
11.7%
6753
JP¥545.30
Sharp
7D
-11.2%
1Y
-35.2%
205A
JP¥2,005.00
Logos Holdings
7D
0.5%
1Y
113.3%
6758
JP¥3,188.00
Sony Group
7D
-5.8%
1Y
-9.4%

6758: Gaming And Music Content Portfolio Will Offset Rising AI Memory Costs

Analysts have trimmed their blended price targets on Sony Group, reflecting a shift to more cautious revenue growth assumptions, concerns about PS5 hardware margins under rising memory costs, and fresh questions around the resilience of Sony Music's catalog value in the face of AI generated content. Analyst Commentary Recent research has focused on two pressure points for Sony Group: console hardware profitability and the durability of music catalog economics as AI generated content expands.
6752
JP¥3,103.00
Panasonic Holdings
7D
4.0%
1Y
93.2%

6752: Execution Risks And Restructuring Costs Will Pressure Future Share Performance

Analysts have trimmed their price target for Panasonic Holdings to about ¥1,955 from roughly ¥1,984, citing a lower assumed future P/E, as well as slightly adjusted views on revenue growth, profit margins and discount rate assumptions. Analyst Commentary Bearish analysts are signaling a more cautious stance on Panasonic Holdings, with the latest move being a downgrade that reflects tempered expectations for the shares.
7731
JP¥1,680.00
Nikon
7D
-13.8%
1Y
11.3%
1911
JP¥1,414.00
Sumitomo Forestry
7D
-3.3%
1Y
-1.5%
3271
JP¥1,277.00
Global
7D
0.08%
1Y
26.8%
3291
JP¥2,213.50
Iida Group Holdings
7D
-4.9%
1Y
-2.1%
3294
JP¥4,845.00
e'grandLtd
7D
0.1%
1Y
243.1%
5947
JP¥3,549.00
Rinnai
7D
0.3%
1Y
11.5%
3288
JP¥9,267.00
Open House Group
7D
-3.9%
1Y
48.2%
1808
JP¥2,723.50
HASEKO
7D
-3.5%
1Y
33.5%
5966
JP¥2,420.00
Kyoto Tool
7D
0.8%
1Y
-8.3%
1449
JP¥290.00
Fuji Japan
7D
0.7%
1Y
10.7%
1928
JP¥3,390.00
Sekisui House
7D
-3.7%
1Y
3.5%