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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedFeb 24, 2026
DataAggregated Company Financials
Companies75
  • 7D-1.1%
  • 3M-11.1%
  • 1Y2.5%
  • YTD-6.5%

Over the last 7 days, the Consumer Durables industry has dropped 1.1%, driven by a pullback from Sony Group of 4.3%. On the other hand Panasonic Holdings is actually up 6.8%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 24 Feb 2026JP¥36.6tJP¥39.1tJP¥2.2t12.3x16.6x0.9x
Thu, 22 Jan 2026JP¥37.6tJP¥39.2tJP¥2.3t11.8x16.3x1x
Sat, 20 Dec 2025JP¥38.3tJP¥39.2tJP¥2.3t11.7x16.6x1x
Mon, 17 Nov 2025JP¥42.0tJP¥39.2tJP¥2.3t11.5x18.3x1.1x
Wed, 15 Oct 2025JP¥39.2tJP¥39.3tJP¥2.3t11.4x16.9x1x
Fri, 12 Sep 2025JP¥38.8tJP¥39.2tJP¥2.3t11.4x16.6x1x
Sun, 10 Aug 2025JP¥37.0tJP¥39.5tJP¥2.3t10.7x15.9x0.9x
Tue, 08 Jul 2025JP¥34.4tJP¥39.5tJP¥2.2t10.5x15.3x0.9x
Thu, 05 Jun 2025JP¥35.4tJP¥39.0tJP¥2.3t10.9x15.7x0.9x
Sat, 03 May 2025JP¥35.2tJP¥40.4tJP¥2.0t11.7x17.4x0.9x
Mon, 31 Mar 2025JP¥36.6tJP¥40.2tJP¥2.0t11.8x18.2x0.9x
Wed, 26 Feb 2025JP¥36.4tJP¥40.1tJP¥2.0t11.5x17.9x0.9x
Fri, 24 Jan 2025JP¥33.3tJP¥39.4tJP¥2.1t11.7x15.9x0.8x
Sun, 22 Dec 2024JP¥33.1tJP¥39.4tJP¥2.1t12x15.9x0.8x
Tue, 19 Nov 2024JP¥31.6tJP¥40.4tJP¥2.2t12.3x14.5x0.8x
Thu, 17 Oct 2024JP¥30.6tJP¥40.1tJP¥2.0t11.8x15.3x0.8x
Sat, 14 Sep 2024JP¥29.2tJP¥40.1tJP¥2.0t11.4x14.6x0.7x
Mon, 12 Aug 2024JP¥27.1tJP¥39.6tJP¥2.0t11.2x13.7x0.7x
Wed, 10 Jul 2024JP¥30.3tJP¥39.4tJP¥2.1t12.2x14.5x0.8x
Fri, 07 Jun 2024JP¥30.0tJP¥39.3tJP¥2.1t12x14.4x0.8x
Sun, 05 May 2024JP¥29.3tJP¥39.3tJP¥1.9t12.1x15.3x0.7x
Tue, 02 Apr 2024JP¥29.3tJP¥39.2tJP¥1.9t12x15.3x0.7x
Thu, 29 Feb 2024JP¥28.8tJP¥39.1tJP¥1.9t11.6x15.2x0.7x
Sat, 27 Jan 2024JP¥30.3tJP¥38.5tJP¥1.8t11x17x0.8x
Mon, 25 Dec 2023JP¥28.5tJP¥38.6tJP¥1.8t10.5x16x0.7x
Wed, 22 Nov 2023JP¥28.9tJP¥38.5tJP¥1.8t10.2x16.3x0.8x
Fri, 20 Oct 2023JP¥28.2tJP¥38.2tJP¥1.8t10x15.3x0.7x
Sun, 17 Sep 2023JP¥30.1tJP¥38.2tJP¥1.8t10x16.3x0.8x
Tue, 15 Aug 2023JP¥28.2tJP¥38.1tJP¥1.8t10x15.4x0.7x
Thu, 13 Jul 2023JP¥28.4tJP¥37.2tJP¥1.8t10.3x16.2x0.8x
Sat, 10 Jun 2023JP¥29.7tJP¥37.2tJP¥1.8t9.8x16.9x0.8x
Mon, 08 May 2023JP¥27.7tJP¥36.8tJP¥2.0t9.9x14.1x0.8x
Wed, 05 Apr 2023JP¥26.4tJP¥35.9tJP¥2.0t9.8x13.4x0.7x
Fri, 03 Mar 2023JP¥25.5tJP¥35.9tJP¥2.0t9.9x12.9x0.7x
Price to Earnings Ratio

12.9x


Total Market Cap: JP¥25.5tTotal Earnings: JP¥2.0tTotal Revenue: JP¥35.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.8x202420252026
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 15.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.82x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 3.8% per year over the last three years.
  • Revenues for these companies have grown 2.9% 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 Market1.07%
Consumer Discretionary-0.32%
Consumer Durables-1.12%
Homebuilding1.29%
Household Appliances0.36%
Home Furnishings0.19%
Consumer Electronics-1.82%
Housewares and Specialties-2.85%
Industry PE
  • Investors are most optimistic about the Household Appliances industry even though it's trading below its 3-year average PE ratio of 22.7x.
    • Analysts are expecting annual earnings growth of 4.3%, which is higher than its past year's earnings decline of 15.5% 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 10.3x.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 12% over the next 5 years.
  • However this is lower than its past earnings growth rate of 21% per year.
  • In contrast, the Household Appliances industry is expected to see its earnings grow by 4.3% 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¥2.46k4.6%
+JP¥251.0b		32.5%PE28.3x
1928 Sekisui HouseJP¥3.77k1.3%
+JP¥32.4b		11.8%PE12.2x
3291 Iida Group HoldingsJP¥2.72k2.0%
+JP¥14.5b		21.3%PE13.5x
1808 HASEKOJP¥3.28k1.4%
+JP¥12.2b		66.5%PE16x
6952 Casio ComputerLtdJP¥1.62k3.3%
+JP¥11.7b		29.2%PE19.2x

Latest News

6752
JP¥2,459.00
Panasonic Holdings
7D
4.6%
1Y
32.5%

6752: India Expansion And Higher Restructuring Costs Will Shape Measured Outlook

Analysts have adjusted their price target on Panasonic Holdings from ¥2,320 to about ¥2,463, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E levels. What's in the News Panasonic Holdings revised its consolidated earnings guidance for the year ending 31 March 2026, keeping Net Sales at ¥7,700,000 million but updating Operating Profit to ¥290,000 million, net profit attributable to the company to ¥240,000 million, and basic earnings per share to ¥102.80, compared with prior figures of Operating Profit at ¥320,000 million, net profit at ¥260,000 million, and EPS at ¥111.36 (Key Developments).
6952
JP¥1,622.00
Casio ComputerLtd
7D
3.3%
1Y
29.2%

6952: Share Buyback And Modest Guidance Will Likely Fail To Support Upside

Analysts have revised their price target for Casio Computer Co., Ltd. to ¥1,385 from ¥1,291.25, reflecting updated assumptions around fair value, discount rate, revenue, profit margin and future P/E multiples.
7731
JP¥1,968.00
Nikon
7D
1.4%
1Y
27.0%

7731: Widening Loss Outlook And Dividend Cut Will Sustain Earnings Pressure

Analysts have slightly increased their fair value estimate for Nikon from ¥1,582 to ¥1,595, citing updated assumptions for revenue growth, profit margins and a lower future P/E as the key drivers of the refined price target view. What's in the News Nikon revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, now expecting revenue of ¥675,000m compared with previous guidance of ¥680,000m, and an operating loss of ¥100,000m instead of an operating profit of ¥14,000m, with a loss attributable to owners of parent of ¥85,000m versus a previously guided profit of ¥20,000m, alongside an expected basic loss per share of ¥258.29 instead of basic earnings per share of ¥60.78 (company guidance).
6758
JP¥3,301.00
Sony Group
7D
-5.3%
1Y
-13.1%

6758: Content Franchises And Buybacks Will Support Future Earnings Re Rating

Narrative Update The analyst price target for Sony Group has been trimmed by analysts from about ¥5,093 to around ¥4,991. This reflects updated views on growth, margins and P/E assumptions highlighted in recent research.
1911
JP¥1,705.00
Sumitomo Forestry
7D
-1.6%
1Y
14.0%
3288
JP¥11,180.00
Open House Group
7D
-2.4%
1Y
111.7%
3284
JP¥1,293.00
Hoosiers Holdings
7D
-3.0%
1Y
21.8%
5947
JP¥4,067.00
Rinnai
7D
1.3%
1Y
20.2%

Rinnai Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Feb 14
Rinnai Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
3465
JP¥7,790.00
Ki-Star Real EstateLtd
7D
-1.4%
1Y
75.6%
1808
JP¥3,279.00
HASEKO
7D
1.4%
1Y
66.5%
6753
JP¥617.20
Sharp
7D
-7.2%
1Y
-36.8%

Sharp Corporation Just Recorded A 107% EPS Beat: Here's What Analysts Are Forecasting Next

Feb 12
Sharp Corporation Just Recorded A 107% EPS Beat: Here's What Analysts Are Forecasting Next
3291
JP¥2,718.00
Iida Group Holdings
7D
2.0%
1Y
21.3%
8892
JP¥1,127.00
ES-CON JAPAN
7D
-1.1%
1Y
10.2%

ES-CON JAPAN (TSE:8892) Is Paying Out A Dividend Of ¥48.00

Feb 08
ES-CON JAPAN (TSE:8892) Is Paying Out A Dividend Of ¥48.00
6632
JP¥1,274.00
JVCKENWOOD
7D
-0.6%
1Y
-8.1%
8877
JP¥7,200.00
Eslead
7D
3.4%
1Y
66.3%
1928
JP¥3,769.00
Sekisui House
7D
1.3%
1Y
11.8%