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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedJul 09, 2026
DataAggregated Company Financials
Companies73
  • 7D1.1%
  • 3M9.3%
  • 1Y19.8%
  • YTD3.7%

In the last week, the Consumer Durables industry is up 1.1%, with Sony Group up 6.7%. In the same time, Panasonic Holdings was down 9.2%. This takes the industry's 12 month performance to a gain of 20%. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sun, 16 Jul 2023JP¥29.0tJP¥37.2tJP¥1.8t10.3x16.5x0.8x
Price to Earnings Ratio

16.5x


Total Market Cap: JP¥29.0tTotal Earnings: JP¥1.8tTotal Revenue: JP¥37.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 16.1x202420252026
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 19.9x which is higher than its 3-year average PE of 16.1x.
  • The 3-year average PS ratio of 0.85x 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 4.8% 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 Market-0.47%
Consumer Discretionary3.03%
Consumer Durables1.14%
Homebuilding3.61%
Home Furnishings3.01%
Housewares and Specialties2.15%
Household Appliances1.77%
Consumer Electronics0.63%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 18.7x.
    • Analysts are expecting annual earnings growth of 14.8%, which is higher than its past year's earnings growth of 11.7% per year.
  • Investors are most pessimistic about the Homebuilding industry, which is trading below its 3-year average of 10.5x.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Household Appliances industry is expected to see its earnings growth to stay flat 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¥3.41k2.4%
+JP¥403.9b		-5.5%PE19.4x
3288 Open House GroupJP¥8.67k4.3%
+JP¥39.7b		28.3%PE8.7x
1928 Sekisui HouseJP¥3.48k1.5%
+JP¥34.4b		9.6%PE8.8x
3291 Iida Group HoldingsJP¥2.22k2.4%
+JP¥14.2b		6.8%PE9.7x
1766 TokenJP¥13.07k2.3%
+JP¥3.3b		-6.5%PE9x

Latest News

6752
JP¥4,455.00
Panasonic Holdings
7D
-2.0%
1Y
207.7%
6758
JP¥3,409.00
Sony Group
7D
2.4%
1Y
-5.5%
6952
JP¥1,849.50
Casio ComputerLtd
7D
-0.8%
1Y
61.8%
Narrative Update • Jul 03

6952: Share Repurchases And Higher Margins Will Support Further Upside

Analysts have raised their price target for Casio Computer from ¥1,900 to ¥2,200, citing updated assumptions for slightly lower discount rates, higher revenue growth, modestly stronger profit margins, and a similar forward P/E profile. What’s in the News for Casio ComputerLtd Casio ComputerLtd scheduled a board meeting for June 26, 2026 to consider disposal of treasury shares as restricted stock compensation and other business matters.
7731
JP¥2,144.00
Nikon
7D
-3.5%
1Y
49.2%
8892
JP¥1,112.00
ES-CON JAPAN
7D
2.5%
1Y
8.7%
6794
JP¥2,912.00
Foster Electric Company
7D
-3.9%
1Y
87.3%
1911
JP¥1,321.00
Sumitomo Forestry
7D
-1.8%
1Y
-9.5%
1928
JP¥3,475.00
Sekisui House
7D
1.5%
1Y
9.6%
6632
JP¥1,101.00
JVCKENWOOD
7D
-1.7%
1Y
-2.0%
7740
JP¥1,123.00
TamronLtd
7D
-1.7%
1Y
26.5%
3291
JP¥2,217.50
Iida Group Holdings
7D
2.4%
1Y
6.8%
1766
JP¥13,070.00
Token
7D
2.3%
1Y
-6.5%
Analysis Article • Jun 17

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3288
JP¥8,672.00
Open House Group
7D
4.3%
1Y
28.3%
3465
JP¥3,715.00
Ki-Star Real EstateLtd
7D
2.5%
1Y
54.6%
1419
JP¥3,015.00
Tama Home
7D
3.4%
1Y
-11.5%
1808
JP¥2,781.00
HASEKO
7D
-0.7%
1Y
25.8%
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