Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedMay 02, 2026
DataAggregated Company Financials
Companies75
  • 7D1.6%
  • 3M0.7%
  • 1Y3.5%
  • YTD-8.2%

Over the last 7 days, the Consumer Durables industry has risen 1.6%, driven by gains from Panasonic Holdings of 15%. In the last 12 months, the industry was up 3.5%. 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
Sun, 03 May 2026JP¥35.8tJP¥39.2tJP¥2.2t10.9x16x0.9x
Tue, 31 Mar 2026JP¥34.7tJP¥39.2tJP¥2.2t10.8x15.5x0.9x
Thu, 26 Feb 2026JP¥36.4tJP¥39.1tJP¥2.2t12.2x16.5x0.9x
Sat, 24 Jan 2026JP¥37.2tJP¥39.2tJP¥2.3t11.9x16.2x0.9x
Mon, 22 Dec 2025JP¥38.3tJP¥39.2tJP¥2.3t11.7x16.6x1x
Wed, 19 Nov 2025JP¥40.0tJP¥39.2tJP¥2.3t11.5x17.4x1x
Fri, 17 Oct 2025JP¥39.4tJP¥39.3tJP¥2.3t11.5x17x1x
Sun, 14 Sep 2025JP¥39.1tJP¥39.2tJP¥2.3t11.4x16.8x1x
Tue, 12 Aug 2025JP¥37.0tJP¥39.5tJP¥2.3t10.7x15.9x0.9x
Thu, 10 Jul 2025JP¥34.3tJP¥39.5tJP¥2.2t10.5x15.3x0.9x
Sat, 07 Jun 2025JP¥35.0tJP¥39.1tJP¥2.2t10.9x15.6x0.9x
Mon, 05 May 2025JP¥35.2tJP¥40.4tJP¥2.0t11.7x17.4x0.9x
Wed, 02 Apr 2025JP¥35.8tJP¥40.2tJP¥2.0t11.5x17.8x0.9x
Fri, 28 Feb 2025JP¥36.8tJP¥40.1tJP¥2.0t11.5x18.1x0.9x
Sun, 26 Jan 2025JP¥32.8tJP¥39.4tJP¥2.1t11.6x15.7x0.8x
Tue, 24 Dec 2024JP¥33.3tJP¥39.4tJP¥2.1t11.8x16x0.8x
Thu, 21 Nov 2024JP¥32.3tJP¥40.3tJP¥2.2t12.1x14.9x0.8x
Sat, 19 Oct 2024JP¥30.2tJP¥40.1tJP¥2.0t11.8x15.2x0.8x
Mon, 16 Sep 2024JP¥29.2tJP¥40.1tJP¥2.0t11.4x14.6x0.7x
Wed, 14 Aug 2024JP¥27.9tJP¥39.6tJP¥2.0t11.4x14.1x0.7x
Fri, 12 Jul 2024JP¥32.4tJP¥39.4tJP¥2.1t12.2x15.5x0.8x
Sun, 09 Jun 2024JP¥29.7tJP¥39.3tJP¥2.1t12x14.3x0.8x
Tue, 07 May 2024JP¥29.3tJP¥39.3tJP¥1.9t12.1x15.3x0.7x
Thu, 04 Apr 2024JP¥29.0tJP¥39.2tJP¥1.9t12x15.1x0.7x
Sat, 02 Mar 2024JP¥29.3tJP¥39.1tJP¥1.9t11.6x15.5x0.7x
Mon, 29 Jan 2024JP¥30.3tJP¥38.5tJP¥1.8t11x17.1x0.8x
Wed, 27 Dec 2023JP¥28.7tJP¥38.6tJP¥1.8t10.5x16.1x0.7x
Fri, 24 Nov 2023JP¥29.1tJP¥38.5tJP¥1.8t10.3x16.4x0.8x
Sun, 22 Oct 2023JP¥28.0tJP¥38.2tJP¥1.8t10x15.2x0.7x
Tue, 19 Sep 2023JP¥30.1tJP¥38.2tJP¥1.8t10x16.3x0.8x
Thu, 17 Aug 2023JP¥27.9tJP¥38.1tJP¥1.8t9.6x15.1x0.7x
Sat, 15 Jul 2023JP¥29.0tJP¥37.2tJP¥1.8t10.3x16.5x0.8x
Mon, 12 Jun 2023JP¥29.7tJP¥37.2tJP¥1.8t9.8x16.9x0.8x
Wed, 10 May 2023JP¥27.9tJP¥36.8tJP¥2.0t10.2x14.2x0.8x
Price to Earnings Ratio

14.2x


Total Market Cap: JP¥27.9tTotal 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 Market0.29%
Consumer Discretionary-0.25%
Consumer Durables1.63%
Consumer Electronics2.20%
Household Appliances0.60%
Home Furnishings-0.16%
Homebuilding-0.48%
Housewares and Specialties-2.34%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 18.5x.
    • Analysts are expecting annual earnings growth of 12.2%, 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 12% 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¥3.32k15.5%
+JP¥1.0t		97.0%PE38.2x
7731 NikonJP¥1.80k7.5%
+JP¥41.3b		28.2%PS0.9x
1928 Sekisui HouseJP¥3.42k0.9%
+JP¥18.8b		3.9%PE9.5x
6753 SharpJP¥582.404.9%
+JP¥17.8b		-31.7%PE3.5x
1808 HASEKOJP¥2.74k2.2%
+JP¥15.9b		35.4%PE13.4x

Latest News

6952
JP¥1,572.00
Casio ComputerLtd
7D
-4.2%
1Y
41.3%

6952: Buybacks And Fitness Watch Launch Will Likely Keep Shares Fairly Priced

Analysts have maintained their ¥1,550 price target for Casio Computer Ltd, making only minor adjustments to their models for discount rate, revenue growth, profit margin, and future P/E assumptions to support the updated view. What's in the News Casio introduced the GBX-H5600, the first G-LIDE model with a heart rate monitor, targeting users of extreme sports and everyday workouts with sensor based tracking for distance, calories and other exercise metrics (Key Developments).
6758
JP¥3,127.00
Sony Group
7D
-2.5%
1Y
-16.2%

Later-Stage Console Cycle And Sensor Risks Will Eventually Support More Resilient Earnings

Catalysts About Sony Group Sony Group is a diversified entertainment and technology company with businesses spanning gaming, music, pictures, electronics and image sensors. What are the underlying business or industry changes driving this perspective?
8892
JP¥1,160.00
ES-CON JAPAN
7D
2.1%
1Y
12.7%
6753
JP¥582.40
Sharp
7D
4.9%
1Y
-31.7%
1766
JP¥13,140.00
Token
7D
-1.5%
1Y
-5.9%
6752
JP¥3,324.00
Panasonic Holdings
7D
15.5%
1Y
97.0%

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¥1,800.00
Nikon
7D
7.5%
1Y
28.2%
1911
JP¥1,380.50
Sumitomo Forestry
7D
-2.7%
1Y
-2.0%
7740
JP¥1,069.00
TamronLtd
7D
-1.3%
1Y
30.4%
3291
JP¥2,222.00
Iida Group Holdings
7D
-0.2%
1Y
-1.4%
7965
JP¥1,552.00
Zojirushi
7D
-4.4%
1Y
14.0%

Here's Why Zojirushi (TSE:7965) Has Caught The Eye Of Investors

Apr 02
Here's Why Zojirushi (TSE:7965) Has Caught The Eye Of Investors
6809
JP¥1,747.00
TOA
7D
2.0%
1Y
86.8%
5947
JP¥3,588.00
Rinnai
7D
2.1%
1Y
10.1%
3288
JP¥9,022.00
Open House Group
7D
-3.0%
1Y
45.9%
1808
JP¥2,744.00
HASEKO
7D
2.2%
1Y
35.4%
1928
JP¥3,417.00
Sekisui House
7D
0.9%
1Y
3.9%