Analysis Article • Aug 09

In the last week, the Consumer Durables industry is up 3.9%, with Sony Group up 4.9%. This takes the industry's 12 month performance to a gain of 17%. As for the next few years, earnings are expected to grow by 12% 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, 11 Aug 2026 | JP¥42.1t | JP¥39.4t | JP¥2.1t | 9.8x | 19.7x | 1.1x |
| Thu, 09 Jul 2026 | JP¥40.2t | JP¥38.8t | JP¥2.0t | 9.7x | 19.9x | 1x |
| Sat, 06 Jun 2026 | JP¥39.1t | JP¥38.8t | JP¥2.0t | 10x | 19.5x | 1x |
| Mon, 04 May 2026 | JP¥35.8t | JP¥39.2t | JP¥2.2t | 10.9x | 16x | 0.9x |
| Wed, 01 Apr 2026 | JP¥34.8t | JP¥39.2t | JP¥2.2t | 10.9x | 15.6x | 0.9x |
| Fri, 27 Feb 2026 | JP¥37.0t | JP¥39.1t | JP¥2.2t | 12.3x | 16.8x | 0.9x |
| Sun, 25 Jan 2026 | JP¥37.2t | JP¥39.2t | JP¥2.3t | 11.9x | 16.2x | 0.9x |
| Tue, 23 Dec 2025 | JP¥38.2t | JP¥39.2t | JP¥2.3t | 11.7x | 16.6x | 1x |
| Thu, 20 Nov 2025 | JP¥39.4t | JP¥39.2t | JP¥2.3t | 11.4x | 17.1x | 1x |
| Sat, 18 Oct 2025 | JP¥39.2t | JP¥39.3t | JP¥2.3t | 11.5x | 16.9x | 1x |
| Mon, 15 Sep 2025 | JP¥39.1t | JP¥39.2t | JP¥2.3t | 11.5x | 16.8x | 1x |
| Wed, 13 Aug 2025 | JP¥37.0t | JP¥39.5t | JP¥2.3t | 10.7x | 15.9x | 0.9x |
| Fri, 11 Jul 2025 | JP¥33.9t | JP¥39.5t | JP¥2.2t | 10.5x | 15.1x | 0.9x |
| Sun, 08 Jun 2025 | JP¥35.0t | JP¥39.1t | JP¥2.2t | 10.9x | 15.6x | 0.9x |
| Tue, 06 May 2025 | JP¥35.2t | JP¥40.4t | JP¥2.0t | 11.7x | 17.4x | 0.9x |
| Thu, 03 Apr 2025 | JP¥35.2t | JP¥40.2t | JP¥2.0t | 11.5x | 17.5x | 0.9x |
| Sat, 01 Mar 2025 | JP¥36.2t | JP¥40.1t | JP¥2.0t | 11.6x | 17.8x | 0.9x |
| Mon, 27 Jan 2025 | JP¥32.8t | JP¥39.4t | JP¥2.1t | 11.6x | 15.7x | 0.8x |
| Wed, 25 Dec 2024 | JP¥33.3t | JP¥39.4t | JP¥2.1t | 11.7x | 15.9x | 0.8x |
| Fri, 22 Nov 2024 | JP¥31.8t | JP¥40.3t | JP¥2.2t | 11.9x | 14.7x | 0.8x |
| Sun, 20 Oct 2024 | JP¥30.2t | JP¥40.1t | JP¥2.0t | 11.8x | 15.2x | 0.8x |
| Tue, 17 Sep 2024 | JP¥29.2t | JP¥40.1t | JP¥2.0t | 11.4x | 14.6x | 0.7x |
| Thu, 15 Aug 2024 | JP¥28.4t | JP¥39.6t | JP¥2.0t | 11.2x | 14.4x | 0.7x |
| Sat, 13 Jul 2024 | JP¥32.2t | JP¥39.4t | JP¥2.1t | 12.3x | 15.4x | 0.8x |
| Mon, 10 Jun 2024 | JP¥29.7t | JP¥39.3t | JP¥2.1t | 12x | 14.3x | 0.8x |
| Wed, 08 May 2024 | JP¥29.0t | JP¥39.3t | JP¥1.9t | 12.3x | 15.1x | 0.7x |
| Fri, 05 Apr 2024 | JP¥29.1t | JP¥39.2t | JP¥1.9t | 12.1x | 15.2x | 0.7x |
| Sun, 03 Mar 2024 | JP¥29.3t | JP¥39.1t | JP¥1.9t | 11.6x | 15.5x | 0.7x |
| Tue, 30 Jan 2024 | JP¥30.8t | JP¥38.5t | JP¥1.8t | 11.1x | 17.4x | 0.8x |
| Thu, 28 Dec 2023 | JP¥29.0t | JP¥38.6t | JP¥1.8t | 10.6x | 16.3x | 0.8x |
| Sat, 25 Nov 2023 | JP¥28.8t | JP¥38.5t | JP¥1.8t | 10.3x | 16.2x | 0.7x |
| Mon, 23 Oct 2023 | JP¥28.0t | JP¥38.2t | JP¥1.8t | 10x | 15.2x | 0.7x |
| Wed, 20 Sep 2023 | JP¥29.9t | JP¥38.2t | JP¥1.8t | 10x | 16.2x | 0.8x |
| Fri, 18 Aug 2023 | JP¥28.0t | JP¥38.1t | JP¥1.8t | 9.5x | 15.2x | 0.7x |
15.2x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 3.28% | |
| Consumer Discretionary | 3.26% | |
| Consumer Durables | 3.88% | |
| Consumer Electronics | 4.51% | |
| Household Appliances | 1.71% | |
| Home Furnishings | 1.35% | |
| Homebuilding | 1.01% | |
| Housewares and Specialties | -0.11% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6758 Sony Group | JP¥3.76k | 6.4% +JP¥1.3t | -5.7% | PE19.8x | |
| 6752 Panasonic Holdings | JP¥4.44k | 4.7% +JP¥469.3b | 188.0% | PE40.9x | |
| 7731 Nikon | JP¥2.07k | 9.3% +JP¥57.8b | 45.6% | PS1x | |
| 1928 Sekisui House | JP¥3.43k | 2.2% +JP¥48.0b | 3.2% | PE8.6x | |
| 3291 Iida Group Holdings | JP¥2.29k | 5.5% +JP¥33.3b | 2.8% | PE9x |