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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedSep 15, 2025
DataAggregated Company Financials
Companies74
  • 7D3.5%
  • 3M14.4%
  • 1Y40.9%
  • YTD19.1%

Over the last 7 days, the Consumer Durables industry has risen 3.5%, driven by gains from Sony Group of 4.7%. In the last 12 months, the industry was up 41%. As for the next few years, earnings are expected to grow by 5.6% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Sep 2025JP¥39.1tJP¥39.2tJP¥2.3t11.5x16.8x1x
Wed, 13 Aug 2025JP¥37.0tJP¥39.5tJP¥2.3t10.7x15.9x0.9x
Fri, 11 Jul 2025JP¥33.9tJP¥39.5tJP¥2.2t10.5x15.1x0.9x
Sun, 08 Jun 2025JP¥35.0tJP¥39.1tJP¥2.2t10.9x15.6x0.9x
Tue, 06 May 2025JP¥35.2tJP¥40.4tJP¥2.0t11.7x17.4x0.9x
Thu, 03 Apr 2025JP¥35.2tJP¥40.2tJP¥2.0t11.5x17.5x0.9x
Sat, 01 Mar 2025JP¥36.2tJP¥40.1tJP¥2.0t11.6x17.8x0.9x
Mon, 27 Jan 2025JP¥32.8tJP¥39.4tJP¥2.1t11.6x15.7x0.8x
Wed, 25 Dec 2024JP¥33.3tJP¥39.4tJP¥2.1t11.7x15.9x0.8x
Fri, 22 Nov 2024JP¥31.8tJP¥40.3tJP¥2.2t11.9x14.7x0.8x
Sun, 20 Oct 2024JP¥30.2tJP¥40.1tJP¥2.0t11.8x15.2x0.8x
Tue, 17 Sep 2024JP¥29.2tJP¥40.1tJP¥2.0t11.4x14.6x0.7x
Thu, 15 Aug 2024JP¥28.4tJP¥39.6tJP¥2.0t11.2x14.4x0.7x
Sat, 13 Jul 2024JP¥32.2tJP¥39.4tJP¥2.1t12.3x15.4x0.8x
Mon, 10 Jun 2024JP¥29.7tJP¥39.3tJP¥2.1t12x14.3x0.8x
Wed, 08 May 2024JP¥29.0tJP¥39.3tJP¥1.9t12.3x15.1x0.7x
Fri, 05 Apr 2024JP¥29.1tJP¥39.2tJP¥1.9t12.1x15.2x0.7x
Sun, 03 Mar 2024JP¥29.3tJP¥39.1tJP¥1.9t11.6x15.5x0.7x
Tue, 30 Jan 2024JP¥30.8tJP¥38.5tJP¥1.8t11.1x17.4x0.8x
Thu, 28 Dec 2023JP¥29.0tJP¥38.6tJP¥1.8t10.6x16.3x0.8x
Sat, 25 Nov 2023JP¥28.8tJP¥38.5tJP¥1.8t10.3x16.2x0.7x
Mon, 23 Oct 2023JP¥28.0tJP¥38.2tJP¥1.8t10x15.2x0.7x
Wed, 20 Sep 2023JP¥29.9tJP¥38.2tJP¥1.8t10x16.2x0.8x
Fri, 18 Aug 2023JP¥28.0tJP¥38.1tJP¥1.8t9.5x15.2x0.7x
Sun, 16 Jul 2023JP¥29.0tJP¥37.2tJP¥1.8t10.3x16.5x0.8x
Tue, 13 Jun 2023JP¥29.9tJP¥37.2tJP¥1.8t10x17x0.8x
Thu, 11 May 2023JP¥27.7tJP¥36.8tJP¥2.0t10.3x14.1x0.8x
Sat, 08 Apr 2023JP¥25.7tJP¥35.9tJP¥2.0t9.6x13.1x0.7x
Mon, 06 Mar 2023JP¥25.8tJP¥35.9tJP¥2.0t10x13.1x0.7x
Wed, 01 Feb 2023JP¥25.6tJP¥35.0tJP¥2.0t10.1x12.7x0.7x
Fri, 30 Dec 2022JP¥23.2tJP¥34.9tJP¥2.0t9.2x11.5x0.7x
Sun, 27 Nov 2022JP¥26.1tJP¥34.8tJP¥2.0t9.2x12.9x0.7x
Tue, 25 Oct 2022JP¥22.4tJP¥33.7tJP¥2.0t9x11.3x0.7x
Thu, 22 Sep 2022JP¥23.6tJP¥33.7tJP¥2.0t9.1x11.8x0.7x
Price to Earnings Ratio

11.8x


Total Market Cap: JP¥23.6tTotal Earnings: JP¥2.0tTotal Revenue: JP¥33.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15x202320242025
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 16.8x which is higher than its 3-year average PE of 15.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.78x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 5.4% per year over the last three years.
  • Revenues for these companies have grown 5.2% 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 Market1.75%
Consumer Discretionary0.18%
Consumer Durables3.47%
Consumer Electronics4.05%
Homebuilding1.50%
Housewares and Specialties0.58%
Home Furnishings-0.21%
Household Appliances-0.35%
Industry PE
  • Investors are most optimistic about the Housewares and Specialties industry even though it's trading below its 3-year average PE ratio of 56.4x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • 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 9.7x.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 9.3% over the next 5 years.
  • However this is lower than its past earnings growth rate of 17% per year.
  • In contrast, the Consumer Electronics industry is expected to see its earnings grow by 4.9% 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
6758 Sony GroupJP¥4.29k4.7%
+JP¥1.2t		63.5%PE21.5x
6752 Panasonic HoldingsJP¥1.56k1.1%
+JP¥40.9b		29.6%PE9.9x
1911 Sumitomo ForestryJP¥1.81k3.3%
+JP¥35.1b		-14.6%PE10.2x
7731 NikonJP¥1.77k4.3%
+JP¥24.0b		23.6%PE45.5x
1928 Sekisui HouseJP¥3.47k1.1%
+JP¥24.0b		-7.4%PE11.4x

Latest News

1766
JP¥14,940.00
Token
7D
4.4%
1Y
27.3%
6752
JP¥1,558.50
Panasonic Holdings
7D
1.1%
1Y
29.6%

Panasonic Holdings (TSE:6752) Has Announced A Dividend Of ¥20.00

Sep 13
Panasonic Holdings (TSE:6752) Has Announced A Dividend Of ¥20.00
7731
JP¥1,773.00
Nikon
7D
4.3%
1Y
23.6%

Nikon Corporation (TSE:7731) Looks Just Right With A 26% Price Jump

Sep 12
Nikon Corporation (TSE:7731) Looks Just Right With A 26% Price Jump
5947
JP¥3,690.00
Rinnai
7D
-0.9%
1Y
9.0%

Rinnai (TSE:5947) Is Increasing Its Dividend To ¥50.00

Sep 11
Rinnai (TSE:5947) Is Increasing Its Dividend To ¥50.00
1808
JP¥2,544.00
HASEKO
7D
2.7%
1Y
36.3%

HASEKO's (TSE:1808) Dividend Will Be ¥45.00

Sep 09
HASEKO's (TSE:1808) Dividend Will Be ¥45.00
1911
JP¥1,809.50
Sumitomo Forestry
7D
3.3%
1Y
-14.6%
8995
JP¥1,044.00
Makoto Construction CoLtd
7D
-34.8%
1Y
22.0%
6632
JP¥1,189.50
JVCKENWOOD
7D
-1.6%
1Y
-8.0%

JVCKENWOOD's (TSE:6632) Dividend Will Be ¥6.00

Sep 08
JVCKENWOOD's (TSE:6632) Dividend Will Be ¥6.00
1928
JP¥3,467.00
Sekisui House
7D
1.1%
1Y
-7.4%

Sekisui House, Ltd. (TSE:1928) Just Released Its Half-Yearly Results And Analysts Are Updating Their Estimates

Sep 07
Sekisui House, Ltd. (TSE:1928) Just Released Its Half-Yearly Results And Analysts Are Updating Their Estimates
1873
JP¥308.00
Nihon House Holdings
7D
-6.9%
1Y
-12.5%
6758
JP¥4,286.00
Sony Group
7D
4.7%
1Y
63.5%

PlayStation Ecosystem And Sensor Technology Will Secure Future Resilience

With both the consensus analyst price target and key valuation metrics such as the future P/E ratio and discount rate remaining essentially unchanged, there is no material revision to Sony Group’s estimated fair value, which stays at ¥4639. What's in the News Sony is pushing for its first-party PlayStation studios to drive more revenue growth and take calculated risks, while maintaining their creative independence (Financial Times, 2025-08-25).
6952
JP¥1,259.50
Casio ComputerLtd
7D
-1.5%
1Y
10.6%

Casio ComputerLtd (TSE:6952) Is Paying Out A Dividend Of ¥22.50

Sep 04
Casio ComputerLtd (TSE:6952) Is Paying Out A Dividend Of ¥22.50
8130
JP¥3,140.00
Sangetsu
7D
-0.8%
1Y
11.5%

Sangetsu (TSE:8130) Is Increasing Its Dividend To ¥77.50

Sep 03
Sangetsu (TSE:8130) Is Increasing Its Dividend To ¥77.50
1419
JP¥3,675.00
Tama Home
7D
-0.9%
1Y
-4.9%
3465
JP¥5,790.00
Ki-Star Real EstateLtd
7D
5.9%
1Y
55.2%

Ki-Star Real EstateLtd (TSE:3465) Is Paying Out A Larger Dividend Than Last Year

Sep 01
Ki-Star Real EstateLtd (TSE:3465) Is Paying Out A Larger Dividend Than Last Year
6753
JP¥854.90
Sharp
7D
-1.5%
1Y
-3.4%

Estimating The Intrinsic Value Of Sharp Corporation (TSE:6753)

Aug 30
Estimating The Intrinsic Value Of Sharp Corporation (TSE:6753)