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

Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedJan 29, 2026
DataAggregated Company Financials
Companies75
  • 7D-6.1%
  • 3M-9.8%
  • 1Y4.8%
  • YTD-9.9%

Over the last 7 days, the Consumer Durables industry has dropped 6.1%, driven by a pullback from Sony Group of 8.0%. In contrast, Nikon has gained 5.8%. This takes the industry's 12 month performance to a gain of 4.8%. As for the next few years, earnings are expected to grow by 8.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 29 Jan 2026JP¥35.3tJP¥39.2tJP¥2.3t11.4x15.3x0.9x
Sat, 27 Dec 2025JP¥39.0tJP¥39.2tJP¥2.3t11.8x17x1x
Mon, 24 Nov 2025JP¥40.7tJP¥39.2tJP¥2.3t11.7x17.7x1x
Wed, 22 Oct 2025JP¥40.4tJP¥39.3tJP¥2.3t11.6x17.5x1x
Fri, 19 Sep 2025JP¥40.0tJP¥39.3tJP¥2.3t11.5x17.3x1x
Sun, 17 Aug 2025JP¥39.0tJP¥39.6tJP¥2.3t10.7x16.7x1x
Tue, 15 Jul 2025JP¥33.8tJP¥39.5tJP¥2.2t10.8x15.1x0.9x
Thu, 12 Jun 2025JP¥34.5tJP¥39.1tJP¥2.2t10.8x15.4x0.9x
Sat, 10 May 2025JP¥34.6tJP¥40.4tJP¥2.0t11.7x17.2x0.9x
Mon, 07 Apr 2025JP¥32.2tJP¥40.2tJP¥2.0t10.8x16x0.8x
Wed, 05 Mar 2025JP¥35.4tJP¥40.1tJP¥2.0t11.8x17.4x0.9x
Fri, 31 Jan 2025JP¥34.3tJP¥39.4tJP¥2.1t11.8x16.4x0.9x
Sun, 29 Dec 2024JP¥34.3tJP¥39.4tJP¥2.1t12.2x16.4x0.9x
Tue, 26 Nov 2024JP¥32.1tJP¥40.4tJP¥2.2t12.2x14.8x0.8x
Thu, 24 Oct 2024JP¥29.7tJP¥40.1tJP¥2.0t11.4x14.9x0.7x
Sat, 21 Sep 2024JP¥30.0tJP¥40.1tJP¥2.0t11.8x15x0.7x
Mon, 19 Aug 2024JP¥29.1tJP¥39.7tJP¥2.0t11.2x14.7x0.7x
Wed, 17 Jul 2024JP¥32.1tJP¥39.4tJP¥2.1t12.1x15.4x0.8x
Fri, 14 Jun 2024JP¥29.4tJP¥39.3tJP¥2.1t12x14.1x0.7x
Sun, 12 May 2024JP¥27.8tJP¥39.4tJP¥1.9t12.2x14.9x0.7x
Tue, 09 Apr 2024JP¥28.9tJP¥39.2tJP¥1.9t11.9x15x0.7x
Thu, 07 Mar 2024JP¥28.9tJP¥39.1tJP¥1.9t11.6x15.3x0.7x
Sat, 03 Feb 2024JP¥30.8tJP¥38.5tJP¥1.8t11.1x17.3x0.8x
Mon, 01 Jan 2024JP¥29.1tJP¥38.6tJP¥1.8t10.7x16.4x0.8x
Wed, 29 Nov 2023JP¥28.7tJP¥38.5tJP¥1.8t10.5x16.1x0.7x
Fri, 27 Oct 2023JP¥27.4tJP¥38.2tJP¥1.8t10x14.9x0.7x
Sun, 24 Sep 2023JP¥28.8tJP¥38.2tJP¥1.8t9.9x15.6x0.8x
Tue, 22 Aug 2023JP¥27.7tJP¥38.1tJP¥1.8t9.5x15x0.7x
Thu, 20 Jul 2023JP¥29.7tJP¥37.2tJP¥1.8t10.4x16.9x0.8x
Sat, 17 Jun 2023JP¥29.9tJP¥37.2tJP¥1.8t10x17x0.8x
Mon, 15 May 2023JP¥28.1tJP¥37.1tJP¥2.0t10.2x13.9x0.8x
Wed, 12 Apr 2023JP¥26.1tJP¥35.9tJP¥2.0t9.7x13.3x0.7x
Fri, 10 Mar 2023JP¥26.7tJP¥35.9tJP¥2.0t10x13.5x0.7x
Sun, 05 Feb 2023JP¥26.2tJP¥35.6tJP¥2.0t10.1x12.9x0.7x
Price to Earnings Ratio

12.9x


Total Market Cap: JP¥26.2tTotal Earnings: JP¥2.0tTotal Revenue: JP¥35.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.7x202420252026
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 15.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.82x.
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 3.2% 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-1.33%
Consumer Discretionary-4.50%
Consumer Durables-6.08%
Housewares and Specialties-0.30%
Household Appliances-1.30%
Home Furnishings-1.42%
Homebuilding-2.36%
Consumer Electronics-7.18%
Industry PE
  • Investors are most optimistic about the Household Appliances industry even though it's trading below its 3-year average PE ratio of 22.9x.
    • Analysts are expecting annual earnings growth of 6.2%, which is higher than its past year's earnings decline of 29.8% 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 10.2x.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 9.2% over the next 5 years.
  • However this is lower than its past earnings growth rate of 17% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings grow by 4.2% 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
2983 Arr PlannerJP¥1.64k9.2%
+JP¥1.5b		137.0%PE8.1x
1430 First-corporationJP¥1.06k3.7%
+JP¥455.6m		26.0%PE10x
1401 MbsJP¥1.55k3.5%
+JP¥380.8m		107.9%PE21.4x
5966 Kyoto ToolJP¥2.54k2.3%
+JP¥137.7m		-5.6%PE13.8x
6343 Freesia MacrossJP¥180.001.1%
+JP¥90.0m		91.5%PE7.9x

Latest News

5969
JP¥1,281.00
Lobtex
7D
3.6%
1Y
0.5%

Here's What To Make Of Lobtex's (TSE:5969) Decelerating Rates Of Return

Jan 28
Here's What To Make Of Lobtex's (TSE:5969) Decelerating Rates Of Return
3288
JP¥9,048.00
Open House Group
7D
-3.5%
1Y
75.4%

Open House Group (TSE:3288) Will Pay A Dividend Of ¥94.00

Jan 26
Open House Group (TSE:3288) Will Pay A Dividend Of ¥94.00
6752
JP¥2,116.00
Panasonic Holdings
7D
-8.2%
1Y
34.7%

6752: India Expansion And Margin Assumptions Will Shape Balanced Outlook

Analysts have lifted their price target on Panasonic Holdings from ¥2,190 to ¥2,320, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E. They view these assumptions as better reflecting the company’s current outlook.
6753
JP¥682.00
Sharp
7D
-8.5%
1Y
-29.5%

A Look At The Intrinsic Value Of Sharp Corporation (TSE:6753)

Jan 23
A Look At The Intrinsic Value Of Sharp Corporation (TSE:6753)
1928
JP¥3,415.00
Sekisui House
7D
-5.0%
1Y
-5.1%
2983
JP¥1,641.00
Arr Planner
7D
9.2%
1Y
137.0%
1430
JP¥1,056.00
First-corporation
7D
3.7%
1Y
26.0%

First-corporation's (TSE:1430) Problems Go Beyond Weak Profit

Jan 21
First-corporation's (TSE:1430) Problems Go Beyond Weak Profit
1401
JP¥1,553.00
Mbs
7D
3.5%
1Y
107.9%

Mbs' (TSE:1401) Earnings May Just Be The Starting Point

Jan 21
Mbs' (TSE:1401) Earnings May Just Be The Starting Point
6758
JP¥3,423.00
Sony Group
7D
-5.7%
1Y
-0.8%

6758: Entertainment Subscriptions And Content Franchises Will Drive Future Earnings Re Rating

The analyst price target for Sony Group has been trimmed slightly. Analysts cite a modestly higher discount rate while still highlighting potential from renewed PS Plus growth, stronger music streaming revenues, and the combined appeal of its games, anime, and music businesses.
1911
JP¥1,627.00
Sumitomo Forestry
7D
-4.0%
1Y
-8.9%
3291
JP¥2,523.50
Iida Group Holdings
7D
-2.8%
1Y
5.4%

Shareholders Should Be Pleased With Iida Group Holdings Co., Ltd.'s (TSE:3291) Price

Jan 11
Shareholders Should Be Pleased With Iida Group Holdings Co., Ltd.'s (TSE:3291) Price
1808
JP¥3,131.00
HASEKO
7D
-3.4%
1Y
53.0%

These 4 Measures Indicate That HASEKO (TSE:1808) Is Using Debt Reasonably Well

Jan 08
These 4 Measures Indicate That HASEKO (TSE:1808) Is Using Debt Reasonably Well
6343
JP¥180.00
Freesia Macross
7D
1.1%
1Y
91.5%
1738
JP¥612.00
Nittoh
7D
2.0%
1Y
20.2%
3294
JP¥2,098.00
e'grandLtd
7D
0.2%
1Y
48.7%
5966
JP¥2,535.00
Kyoto Tool
7D
2.3%
1Y
-5.6%