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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedAug 11, 2026
DataAggregated Company Financials
Companies73
  • 7D3.9%
  • 3M11.0%
  • 1Y16.8%
  • YTD8.8%

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.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 11 Aug 2026JP¥42.1tJP¥39.4tJP¥2.1t9.8x19.7x1.1x
Thu, 09 Jul 2026JP¥40.2tJP¥38.8tJP¥2.0t9.7x19.9x1x
Sat, 06 Jun 2026JP¥39.1tJP¥38.8tJP¥2.0t10x19.5x1x
Mon, 04 May 2026JP¥35.8tJP¥39.2tJP¥2.2t10.9x16x0.9x
Wed, 01 Apr 2026JP¥34.8tJP¥39.2tJP¥2.2t10.9x15.6x0.9x
Fri, 27 Feb 2026JP¥37.0tJP¥39.1tJP¥2.2t12.3x16.8x0.9x
Sun, 25 Jan 2026JP¥37.2tJP¥39.2tJP¥2.3t11.9x16.2x0.9x
Tue, 23 Dec 2025JP¥38.2tJP¥39.2tJP¥2.3t11.7x16.6x1x
Thu, 20 Nov 2025JP¥39.4tJP¥39.2tJP¥2.3t11.4x17.1x1x
Sat, 18 Oct 2025JP¥39.2tJP¥39.3tJP¥2.3t11.5x16.9x1x
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
Price to Earnings Ratio

15.2x


Total Market Cap: JP¥28.0tTotal Earnings: JP¥1.8tTotal Revenue: JP¥38.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 16.2x202420252026
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 19.7x which is higher than its 3-year average PE of 16.2x.
  • The 3-year average PS ratio of 0.85x 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 Market3.28%
Consumer Discretionary3.26%
Consumer Durables3.88%
Consumer Electronics4.51%
Household Appliances1.71%
Home Furnishings1.35%
Homebuilding1.01%
Housewares and Specialties-0.11%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 18.9x.
    • Analysts are expecting annual earnings growth of 13.7%, 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 14% 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 2.4% 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¥3.76k6.4%
+JP¥1.3t
-5.7%PE19.8x
6752 Panasonic HoldingsJP¥4.44k4.7%
+JP¥469.3b
188.0%PE40.9x
7731 NikonJP¥2.07k9.3%
+JP¥57.8b
45.6%PS1x
1928 Sekisui HouseJP¥3.43k2.2%
+JP¥48.0b
3.2%PE8.6x
3291 Iida Group HoldingsJP¥2.29k5.5%
+JP¥33.3b
2.8%PE9x

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