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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedMar 24, 2026
DataAggregated Company Financials
Companies75
  • 7D-4.5%
  • 3M-11.1%
  • 1Y-3.2%
  • YTD-11.8%

Over the last 7 days, the Consumer Durables industry has dropped 4.5%, driven by Sony Group declining 2.3%. However, the industry is down 3.2% over the past year. 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
Tue, 24 Mar 2026JP¥34.5tJP¥39.2tJP¥2.2t10.9x15.4x0.9x
Thu, 19 Feb 2026JP¥37.4tJP¥39.1tJP¥2.2t12.3x17x1x
Sat, 17 Jan 2026JP¥38.6tJP¥39.2tJP¥2.3t12x16.8x1x
Mon, 15 Dec 2025JP¥40.0tJP¥39.2tJP¥2.3t11.6x17.4x1x
Wed, 12 Nov 2025JP¥40.6tJP¥39.0tJP¥2.3t11.7x17.9x1x
Fri, 10 Oct 2025JP¥41.8tJP¥39.3tJP¥2.3t11.7x18x1.1x
Sun, 07 Sep 2025JP¥37.8tJP¥39.2tJP¥2.3t11.3x16.2x1x
Tue, 05 Aug 2025JP¥34.4tJP¥39.4tJP¥2.2t10.9x15.3x0.9x
Thu, 03 Jul 2025JP¥34.6tJP¥39.5tJP¥2.2t10.6x15.4x0.9x
Sat, 31 May 2025JP¥35.6tJP¥39.4tJP¥2.3t10.8x15.8x0.9x
Mon, 28 Apr 2025JP¥33.8tJP¥40.3tJP¥2.0t11.4x16.7x0.8x
Wed, 26 Mar 2025JP¥36.5tJP¥40.4tJP¥2.0t11.9x18x0.9x
Fri, 21 Feb 2025JP¥35.9tJP¥40.1tJP¥2.0t11.4x17.7x0.9x
Sun, 19 Jan 2025JP¥32.5tJP¥39.4tJP¥2.1t11.3x15.5x0.8x
Tue, 17 Dec 2024JP¥33.5tJP¥39.4tJP¥2.1t11.9x16.1x0.9x
Thu, 14 Nov 2024JP¥31.6tJP¥40.3tJP¥2.2t11.4x14.6x0.8x
Sat, 12 Oct 2024JP¥31.5tJP¥40.1tJP¥2.0t11.8x15.8x0.8x
Mon, 09 Sep 2024JP¥29.5tJP¥40.1tJP¥2.0t11.6x14.8x0.7x
Wed, 07 Aug 2024JP¥27.0tJP¥39.5tJP¥2.0t10.6x13.7x0.7x
Fri, 05 Jul 2024JP¥30.4tJP¥39.4tJP¥2.1t12.3x14.5x0.8x
Sun, 02 Jun 2024JP¥29.2tJP¥39.3tJP¥2.1t12.1x14.1x0.7x
Tue, 30 Apr 2024JP¥28.5tJP¥39.2tJP¥1.9t12x14.9x0.7x
Thu, 28 Mar 2024JP¥29.6tJP¥39.2tJP¥1.9t12.2x15.4x0.8x
Sat, 24 Feb 2024JP¥29.3tJP¥39.1tJP¥1.9t11.4x15.5x0.7x
Mon, 22 Jan 2024JP¥31.0tJP¥38.6tJP¥1.8t11x17.4x0.8x
Wed, 20 Dec 2023JP¥28.6tJP¥38.6tJP¥1.8t10.5x16x0.7x
Fri, 17 Nov 2023JP¥28.9tJP¥38.5tJP¥1.8t10.5x16.3x0.8x
Sun, 15 Oct 2023JP¥28.8tJP¥38.2tJP¥1.8t10.1x15.6x0.8x
Tue, 12 Sep 2023JP¥28.9tJP¥38.2tJP¥1.8t9.9x15.7x0.8x
Thu, 10 Aug 2023JP¥29.3tJP¥37.3tJP¥1.9t10.2x15.5x0.8x
Sat, 08 Jul 2023JP¥29.2tJP¥37.2tJP¥1.8t10.2x16.6x0.8x
Mon, 05 Jun 2023JP¥29.1tJP¥37.2tJP¥1.8t9.6x16.4x0.8x
Wed, 03 May 2023JP¥27.7tJP¥36.8tJP¥2.0t9.9x14.1x0.8x
Fri, 31 Mar 2023JP¥25.9tJP¥35.9tJP¥2.0t9.7x13.2x0.7x
Price to Earnings Ratio

13.2x


Total Market Cap: JP¥25.9tTotal Earnings: JP¥2.0tTotal Revenue: JP¥35.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.8x202420252026
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 15.8x.
  • 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 2.9% 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 Market-3.57%
Consumer Discretionary-3.67%
Consumer Durables-4.46%
Home Furnishings-2.42%
Household Appliances-3.33%
Homebuilding-3.57%
Housewares and Specialties-4.26%
Consumer Electronics-4.73%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 18.4x.
    • Analysts are expecting annual earnings growth of 12.1%, 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
7731 NikonJP¥1.95k1.6%
+JP¥10.2b		22.9%PS0.9x
6952 Casio ComputerLtdJP¥1.43k1.7%
+JP¥3.7b		15.0%PE16.8x
6809 TOAJP¥1.81k4.7%
+JP¥2.8b		87.8%PE19x
1419 Tama HomeJP¥4.02k1.8%
+JP¥2.0b		11.1%PE48.1x
9663 NAGAWAJP¥6.13k2.0%
+JP¥1.9b		-8.2%PE29.7x

Latest News

3291
JP¥2,432.50
Iida Group Holdings
7D
-2.5%
1Y
2.7%
6809
JP¥1,814.00
TOA
7D
4.7%
1Y
87.8%
3288
JP¥9,937.00
Open House Group
7D
-3.1%
1Y
70.9%
1808
JP¥2,928.00
HASEKO
7D
-2.9%
1Y
44.9%
9663
JP¥6,130.00
NAGAWA
7D
2.0%
1Y
-8.2%
8892
JP¥1,120.00
ES-CON JAPAN
7D
0.4%
1Y
5.3%
7731
JP¥1,953.00
Nikon
7D
1.6%
1Y
22.9%
6752
JP¥2,555.50
Panasonic Holdings
7D
-1.8%
1Y
38.1%

6752: Restructuring Costs And Moderate Audio Expansion Will Shape Balanced Outlook

Analysts have raised their price target for Panasonic Holdings from about ¥2,463 to roughly ¥2,663, citing adjusted assumptions for revenue growth, profit margin and future P/E that together support a higher estimate of fair value. What's in the News Panasonic introduced the LUMIX DMW-DMS1 digital shotgun microphone, a compact, camera-mounted mic designed for its LUMIX camera lineup, aimed at higher quality directional audio recording for creators (Product-Related Announcement).
5951
JP¥1,059.00
Dainichi
7D
0.7%
1Y
59.2%
6758
JP¥3,232.00
Sony Group
7D
-2.9%
1Y
-14.2%

6758: Content Franchises Will Offset Memory And AI Risks Over Time

Analysts have nudged their fair value estimate for Sony Group lower from about ¥4,969 to roughly ¥4,887. This reflects slightly softer long term revenue growth assumptions, marginally slimmer profit margins, and a modestly reduced future P/E, as they factor in potential pressure on PlayStation hardware economics from higher memory costs and ongoing questions around AI risk for the music business.
6952
JP¥1,432.00
Casio ComputerLtd
7D
1.7%
1Y
15.0%

6952: Share Repurchases And Higher Margins Will Support Further Share Price Upside

Analysts have lifted their price target on Casio Computer Ltd. from ¥1,477 to ¥1,900, citing updated assumptions that include a slightly lower discount rate, a modestly different revenue growth outlook, a higher profit margin and a richer future P/E multiple.
1911
JP¥1,418.00
Sumitomo Forestry
7D
-2.3%
1Y
-9.4%
1766
JP¥12,800.00
Token
7D
-4.9%
1Y
-0.4%
1928
JP¥3,494.00
Sekisui House
7D
-1.5%
1Y
2.8%
5946
JP¥2,009.00
Chofu Seisakusho
7D
0.1%
1Y
5.5%
1419
JP¥4,015.00
Tama Home
7D
1.8%
1Y
11.1%

Some May Be Optimistic About Tama Home's (TSE:1419) Earnings

Jan 22
Some May Be Optimistic About Tama Home's (TSE:1419) Earnings