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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedAug 29, 2026
DataAggregated Company Financials
Companies73
  • 7D2.5%
  • 3M13.1%
  • 1Y16.9%
  • YTD11.3%

In the last week, the Consumer Durables industry is up 2.5%, with Sony Group up 3.8%. 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.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 29 Aug 2026JP¥43.1tJP¥39.4tJP¥2.1t10.4x20.2x1.1x
Mon, 27 Jul 2026JP¥38.7tJP¥38.8tJP¥2.0t9.4x19.2x1x
Wed, 24 Jun 2026JP¥37.8tJP¥38.8tJP¥2.0t9.4x18.7x1x
Fri, 22 May 2026JP¥38.3tJP¥38.8tJP¥2.0t9.7x19.4x1x
Sun, 19 Apr 2026JP¥36.7tJP¥39.2tJP¥2.2t11.5x16.4x0.9x
Tue, 17 Mar 2026JP¥36.7tJP¥39.2tJP¥2.2t11.5x16.4x0.9x
Thu, 12 Feb 2026JP¥37.8tJP¥39.0tJP¥2.2t12x17.3x1x
Sat, 10 Jan 2026JP¥38.0tJP¥39.2tJP¥2.3t12x16.5x1x
Mon, 08 Dec 2025JP¥39.9tJP¥39.2tJP¥2.3t11.4x17.3x1x
Wed, 05 Nov 2025JP¥39.0tJP¥39.1tJP¥2.3t11.5x17.2x1x
Fri, 03 Oct 2025JP¥37.6tJP¥39.3tJP¥2.3t11.3x16.2x1x
Sun, 31 Aug 2025JP¥37.5tJP¥39.2tJP¥2.3t10.9x16x1x
Tue, 29 Jul 2025JP¥34.4tJP¥39.5tJP¥2.2t11x15.4x0.9x
Thu, 26 Jun 2025JP¥34.0tJP¥39.5tJP¥2.2t10.6x15.2x0.9x
Sat, 24 May 2025JP¥34.6tJP¥39.4tJP¥2.3t10.7x15.3x0.9x
Mon, 21 Apr 2025JP¥33.3tJP¥40.2tJP¥2.0t11.7x16.6x0.8x
Wed, 19 Mar 2025JP¥35.8tJP¥40.4tJP¥2.0t11.6x17.6x0.9x
Fri, 14 Feb 2025JP¥34.4tJP¥39.4tJP¥2.1t11.6x16.7x0.9x
Sun, 12 Jan 2025JP¥32.3tJP¥39.4tJP¥2.1t11.8x15.5x0.8x
Tue, 10 Dec 2024JP¥32.4tJP¥39.4tJP¥2.1t11.8x15.6x0.8x
Thu, 07 Nov 2024JP¥30.5tJP¥40.2tJP¥2.0t11.1x15.1x0.8x
Sat, 05 Oct 2024JP¥31.3tJP¥40.1tJP¥2.0t12x15.7x0.8x
Mon, 02 Sep 2024JP¥30.8tJP¥39.7tJP¥2.0t11.7x15.6x0.8x
Wed, 31 Jul 2024JP¥30.1tJP¥39.4tJP¥2.1t12x14.4x0.8x
Fri, 28 Jun 2024JP¥29.9tJP¥39.4tJP¥2.1t12.3x14.3x0.8x
Sun, 26 May 2024JP¥28.7tJP¥39.3tJP¥2.1t12.2x13.9x0.7x
Tue, 23 Apr 2024JP¥27.9tJP¥39.2tJP¥1.9t11.5x14.6x0.7x
Thu, 21 Mar 2024JP¥29.7tJP¥39.2tJP¥1.9t12x15.5x0.8x
Sat, 17 Feb 2024JP¥29.3tJP¥39.1tJP¥1.9t11.5x15.5x0.8x
Mon, 15 Jan 2024JP¥31.1tJP¥38.6tJP¥1.8t10.8x17.5x0.8x
Wed, 13 Dec 2023JP¥28.6tJP¥38.5tJP¥1.8t10.6x16.1x0.7x
Fri, 10 Nov 2023JP¥28.9tJP¥38.1tJP¥1.9t10.6x15.5x0.8x
Sun, 08 Oct 2023JP¥27.9tJP¥38.2tJP¥1.8t10.1x15.1x0.7x
Tue, 05 Sep 2023JP¥29.3tJP¥38.1tJP¥1.8t9.7x15.9x0.8x
Price to Earnings Ratio

15.9x


Total Market Cap: JP¥29.3tTotal Earnings: JP¥1.8tTotal Revenue: JP¥38.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 16.3x202420252026
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 20.2x which is higher than its 3-year average PE of 16.3x.
  • The 3-year average PS ratio of 0.86x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 5.1% 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 Market1.54%
Consumer Discretionary0.29%
Consumer Durables2.51%
Consumer Electronics3.21%
Home Furnishings1.04%
Household Appliances0.91%
Housewares and Specialties-0.72%
Homebuilding-0.91%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 19.0x.
    • Analysts are expecting annual earnings growth of 13.2%, which is higher than its past year's earnings decline of 16.6% per year.
  • Investors are most pessimistic about the Homebuilding industry, which is trading below its 3-year average of 10.4x.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 13% over the next 5 years.
  • This is better than its past earnings decline of 17% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings decline by 3.5% 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
6758 Sony GroupJP¥3.93k3.8%
+JP¥839.8b		-3.8%PE20.7x
6752 Panasonic HoldingsJP¥4.41k2.6%
+JP¥259.2b		191.4%PE40.7x
6952 Casio ComputerLtdJP¥2.40k4.0%
+JP¥20.5b		98.5%PE22.3x
5947 RinnaiJP¥3.62k1.4%
+JP¥6.8b		-1.1%PE13.8x
1808 HASEKOJP¥2.88k0.8%
+JP¥6.4b		18.3%PE12x

Latest News

6758
JP¥3,928.00
Sony Group
7D
3.8%
1Y
-3.8%
6752
JP¥4,414.00
Panasonic Holdings
7D
2.6%
1Y
191.4%
Narrative Update • Aug 26

6752: AI Infrastructure Hype Will Temper Gains From Energy And Battery Expansion

Analysts have raised their fair value estimate for Panasonic Holdings, with the average price target increasing from ¥3,000 to ¥3,900, reflecting their view that expectations for AI infrastructure-related products are already largely incorporated into the share price. What's in the News for Panasonic Holdings Nessum Alliance reported that worldwide shipments of Nessum IP enabled LSI devices passed six million units, with Panasonic Holdings as the technology licensor.
1419
JP¥2,988.00
Tama Home
7D
-3.5%
1Y
-17.0%
6952
JP¥2,404.50
Casio ComputerLtd
7D
4.0%
1Y
98.5%
Narrative Update • Aug 23

6952: Share Repurchases And Higher Margins Will Support Future Upside

Analysts have lifted their fair value estimate for Casio Computer Ltd. from ¥2,200 to ¥2,850, reflecting updated assumptions around revenue growth, profit margins, a slightly lower discount rate, and a modestly different future P/E outlook.
3465
JP¥3,730.00
Ki-Star Real EstateLtd
7D
-3.5%
1Y
42.9%
1911
JP¥1,329.50
Sumitomo Forestry
7D
-1.7%
1Y
-21.2%
5947
JP¥3,624.00
Rinnai
7D
1.4%
1Y
-1.1%
Analysis Article • Aug 09

Rinnai Corporation Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Rinnai Corporation ( TSE:5947 ) just released its quarterly report and things are looking bullish. Rinnai delivered a...
7731
JP¥1,942.00
Nikon
7D
-3.3%
1Y
16.4%
Analysis Article • Aug 08

Nikon Corporation Beat Analyst Profit Forecasts, And Analysts Have New Estimates

It's been a good week for Nikon Corporation ( TSE:7731 ) shareholders, because the company has just released its latest...
6753
JP¥647.70
Sharp
7D
1.0%
1Y
-27.2%
6794
JP¥2,949.00
Foster Electric Company
7D
-2.4%
1Y
35.3%
3291
JP¥2,351.50
Iida Group Holdings
7D
-0.4%
1Y
1.3%
3288
JP¥7,955.00
Open House Group
7D
-2.2%
1Y
5.2%
1808
JP¥2,880.50
HASEKO
7D
0.8%
1Y
18.3%
1928
JP¥3,428.00
Sekisui House
7D
-1.2%
1Y
2.9%
6632
JP¥1,036.50
JVCKENWOOD
7D
2.9%
1Y
-16.4%
Analysis Article • Aug 05

JVCKENWOOD Corporation Just Beat Revenue By 6.8%: Here's What Analysts Think Will Happen Next

It's been a mediocre week for JVCKENWOOD Corporation ( TSE:6632 ) shareholders, with the stock dropping 18% to JP¥938...
166A
JP¥1,210.00
TASUKI Holdings
7D
5.3%
1Y
64.6%