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

Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedDec 14, 2025
DataAggregated Company Financials
Companies75
  • 7D0.1%
  • 3M2.5%
  • 1Y20.7%
  • YTD21.8%

Last week, the Consumer Durables industry hasn't moved much but Panasonic Holdings is up 18% in that time. The past year has been better, since the industry has gained 21% in that time. Looking forward, earnings are forecast to grow by 7.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Dec 2025JP¥40.0tJP¥39.2tJP¥2.3t11.6x17.4x1x
Tue, 11 Nov 2025JP¥39.2tJP¥39.1tJP¥2.3t11.8x17.3x1x
Thu, 09 Oct 2025JP¥40.8tJP¥39.3tJP¥2.3t11.5x17.6x1x
Sat, 06 Sep 2025JP¥37.8tJP¥39.2tJP¥2.3t11.3x16.2x1x
Mon, 04 Aug 2025JP¥34.8tJP¥39.4tJP¥2.2t11x15.5x0.9x
Wed, 02 Jul 2025JP¥34.9tJP¥39.5tJP¥2.2t10.7x15.6x0.9x
Fri, 30 May 2025JP¥36.6tJP¥39.4tJP¥2.3t10.9x16.2x0.9x
Sun, 27 Apr 2025JP¥33.8tJP¥40.3tJP¥2.0t11.4x16.7x0.8x
Tue, 25 Mar 2025JP¥36.4tJP¥40.4tJP¥2.0t11.8x17.9x0.9x
Thu, 20 Feb 2025JP¥36.6tJP¥40.1tJP¥2.0t11.5x18x0.9x
Sat, 18 Jan 2025JP¥32.5tJP¥39.4tJP¥2.1t11.3x15.5x0.8x
Mon, 16 Dec 2024JP¥33.7tJP¥39.4tJP¥2.1t11.6x16.1x0.9x
Wed, 13 Nov 2024JP¥31.8tJP¥40.3tJP¥2.2t12x14.8x0.8x
Fri, 11 Oct 2024JP¥31.7tJP¥40.1tJP¥2.0t11.8x15.9x0.8x
Sun, 08 Sep 2024JP¥29.5tJP¥39.7tJP¥2.0t11.6x14.9x0.7x
Tue, 06 Aug 2024JP¥24.7tJP¥39.5tJP¥2.0t10.3x12.5x0.6x
Thu, 04 Jul 2024JP¥30.2tJP¥39.4tJP¥2.1t12.2x14.5x0.8x
Sat, 01 Jun 2024JP¥29.2tJP¥39.3tJP¥2.1t12.1x14.1x0.7x
Mon, 29 Apr 2024JP¥28.5tJP¥39.2tJP¥1.9t12x14.9x0.7x
Wed, 27 Mar 2024JP¥29.3tJP¥39.2tJP¥1.9t12x15.3x0.7x
Fri, 23 Feb 2024JP¥29.3tJP¥39.1tJP¥1.9t11.4x15.5x0.7x
Sun, 21 Jan 2024JP¥31.0tJP¥38.6tJP¥1.8t11x17.4x0.8x
Tue, 19 Dec 2023JP¥28.5tJP¥38.6tJP¥1.8t10.7x16x0.7x
Thu, 16 Nov 2023JP¥28.9tJP¥38.4tJP¥1.8t10.5x16.3x0.8x
Sat, 14 Oct 2023JP¥28.8tJP¥38.2tJP¥1.8t10.1x15.6x0.8x
Mon, 11 Sep 2023JP¥28.8tJP¥38.2tJP¥1.8t9.7x15.6x0.8x
Wed, 09 Aug 2023JP¥29.3tJP¥37.3tJP¥1.9t10.1x15.5x0.8x
Fri, 07 Jul 2023JP¥29.6tJP¥37.2tJP¥1.8t10.3x16.9x0.8x
Sun, 04 Jun 2023JP¥29.1tJP¥37.2tJP¥1.8t9.6x16.4x0.8x
Tue, 02 May 2023JP¥27.6tJP¥36.8tJP¥2.0t9.9x14x0.8x
Thu, 30 Mar 2023JP¥25.7tJP¥35.9tJP¥2.0t9.7x13x0.7x
Sat, 25 Feb 2023JP¥25.3tJP¥35.9tJP¥2.0t9.8x12.8x0.7x
Mon, 23 Jan 2023JP¥25.1tJP¥34.9tJP¥2.0t9.7x12.4x0.7x
Wed, 21 Dec 2022JP¥23.8tJP¥34.9tJP¥2.0t9.4x11.7x0.7x
Price to Earnings Ratio

11.7x


Total Market Cap: JP¥23.8tTotal Earnings: JP¥2.0tTotal Revenue: JP¥34.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.5x202320242025
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 17.4x which is higher than its 3-year average PE of 15.5x.
  • The 3-year average PS ratio of 0.80x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 4.3% per year over the last three years.
  • Revenues for these companies have grown 3.9% 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 Market1.69%
Consumer Discretionary2.86%
Consumer Durables0.14%
Household Appliances2.85%
Homebuilding2.55%
Home Furnishings2.07%
Consumer Electronics-0.45%
Housewares and Specialties-1.49%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 18.0x.
    • Analysts are expecting annual earnings growth of 7.2%, which is higher than its past year's earnings growth of 5.4% 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 10.0x.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 8.8% 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 5.9% 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
6752 Panasonic HoldingsJP¥2.18k17.5%
+JP¥756.4b		38.1%PE15.9x
1928 Sekisui HouseJP¥3.46k3.8%
+JP¥82.3b		-5.0%PE11.2x
1808 HASEKOJP¥3.06k5.5%
+JP¥41.8b		49.8%PE20.6x
3288 Open House GroupJP¥9.00k2.7%
+JP¥26.3b		61.9%PE10.1x
5947 RinnaiJP¥4.04k4.6%
+JP¥24.7b		26.5%PE16.7x

Latest News

6752
JP¥2,175.00
Panasonic Holdings
7D
17.5%
1Y
38.1%

6752: Future Tariffs On Chip Heavy Electronics Will Pressure Earnings Outlook

Analysts have raised their price target on Panasonic Holdings by approximately 7 percent to ¥1,600, citing slightly lower discount rate assumptions, an improved revenue outlook despite still modest contraction, and higher expected profit margins on a cheaper projected future P/E multiple. What's in the News The Trump administration is considering tariffs on imported electronic devices based on the value of their chip content, a proposal that could affect major manufacturers including Panasonic alongside peers such as Sony, Nintendo, Samsung, and Foxconn (Reuters).
7874
JP¥1,059.00
LEC
7D
-1.5%
1Y
-18.0%

LEC (TSE:7874) Is Paying Out A Dividend Of ¥10.00

Dec 11
LEC (TSE:7874) Is Paying Out A Dividend Of ¥10.00
6809
JP¥1,572.00
TOA
7D
-4.6%
1Y
70.9%
1808
JP¥3,056.00
HASEKO
7D
5.5%
1Y
49.8%
1928
JP¥3,460.00
Sekisui House
7D
3.8%
1Y
-5.0%

Sekisui House (TSE:1928) Has Announced A Dividend Of ¥72.00

Dec 08
Sekisui House (TSE:1928) Has Announced A Dividend Of ¥72.00
3291
JP¥2,434.00
Iida Group Holdings
7D
1.2%
1Y
4.5%

Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00

Dec 07
Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00
5947
JP¥4,043.00
Rinnai
7D
4.6%
1Y
26.5%

Rinnai's (TSE:5947) Dividend Will Be ¥50.00

Dec 07
Rinnai's (TSE:5947) Dividend Will Be ¥50.00
7731
JP¥1,830.00
Nikon
7D
-0.3%
1Y
8.4%

7731: Earnings Headwinds Will Persist As Guidance Cuts Weigh On Outlook

Narrative Update on Nikon Analysts have modestly raised their price target on Nikon, reflecting slightly lower growth and margin assumptions that are more than offset by a higher expected future P/E multiple and a marginally reduced discount rate. What's in the News Nikon lowered its full year fiscal 2026 guidance, cutting expected net sales to JPY 680 billion and operating profit to JPY 14 billion, mainly due to weaker Precision Equipment and Digital Manufacturing sales and anticipated U.S. tariff impacts (company guidance).
5909
JP¥949.00
Corona
7D
-2.1%
1Y
-1.2%

Corona's (TSE:5909) Dividend Will Be ¥14.00

Dec 04
Corona's (TSE:5909) Dividend Will Be ¥14.00
3288
JP¥8,996.00
Open House Group
7D
2.7%
1Y
61.9%

Here's Why We Think Open House Group (TSE:3288) Might Deserve Your Attention Today

Dec 04
Here's Why We Think Open House Group (TSE:3288) Might Deserve Your Attention Today
8130
JP¥3,110.00
Sangetsu
7D
2.1%
1Y
11.1%
6758
JP¥4,181.00
Sony Group
7D
-3.5%
1Y
24.5%

6758: Games And Subscription Content Will Drive Future Earnings Re-Rating

Analysts have nudged their price target on Sony Group modestly higher, reflecting a roughly 1 percent increase in fair value to about ¥5,150. They point to upgraded ratings, better than expected quarterly results, and growing confidence in the company’s games, music, and subscription businesses.
1911
JP¥1,609.50
Sumitomo Forestry
7D
-0.3%
1Y
-15.4%
6632
JP¥1,202.50
JVCKENWOOD
7D
4.8%
1Y
-31.7%

JVCKENWOOD (TSE:6632) Is Increasing Its Dividend To ¥12.00

Dec 02
JVCKENWOOD (TSE:6632) Is Increasing Its Dividend To ¥12.00
6753
JP¥784.00
Sharp
7D
-1.5%
1Y
-20.6%

There Are Some Holes In Sharp's (TSE:6753) Solid Earnings Release

Nov 18
There Are Some Holes In Sharp's (TSE:6753) Solid Earnings Release
1419
JP¥3,515.00
Tama Home
7D
-1.0%
1Y
0.9%