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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedMar 15, 2026
DataAggregated Company Financials
Companies75
  • 7D-0.2%
  • 3M-7.9%
  • 1Y8.2%
  • YTD-6.2%

Last week, the Consumer Durables industry hasn't moved much but Panasonic Holdings is up 4.5% in that time. The past year has been better, since the industry has gained 8.2% in that time. 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
Sun, 15 Mar 2026JP¥36.7tJP¥39.2tJP¥2.2t11.5x16.4x0.9x
Tue, 10 Feb 2026JP¥36.9tJP¥39.1tJP¥2.1t11.8x17.3x0.9x
Thu, 08 Jan 2026JP¥38.7tJP¥39.2tJP¥2.3t11.9x16.8x1x
Sat, 06 Dec 2025JP¥39.9tJP¥39.2tJP¥2.3t11.4x17.3x1x
Mon, 03 Nov 2025JP¥39.5tJP¥39.1tJP¥2.3t11.5x17.4x1x
Wed, 01 Oct 2025JP¥38.8tJP¥39.3tJP¥2.3t11.6x16.8x1x
Fri, 29 Aug 2025JP¥37.8tJP¥39.2tJP¥2.3t11x16.2x1x
Sun, 27 Jul 2025JP¥34.8tJP¥39.5tJP¥2.2t11x15.5x0.9x
Tue, 24 Jun 2025JP¥32.9tJP¥39.2tJP¥2.2t10.6x14.7x0.8x
Thu, 22 May 2025JP¥34.5tJP¥39.4tJP¥2.3t10.7x15.3x0.9x
Sat, 19 Apr 2025JP¥33.3tJP¥40.2tJP¥2.0t11.7x16.6x0.8x
Mon, 17 Mar 2025JP¥34.7tJP¥40.4tJP¥2.0t11.3x17.1x0.9x
Wed, 12 Feb 2025JP¥34.3tJP¥39.3tJP¥2.1t11.7x16.7x0.9x
Fri, 10 Jan 2025JP¥32.5tJP¥39.4tJP¥2.1t11.8x15.6x0.8x
Sun, 08 Dec 2024JP¥32.0tJP¥39.4tJP¥2.1t11.8x15.4x0.8x
Tue, 05 Nov 2024JP¥29.8tJP¥40.2tJP¥2.0t11.1x14.7x0.7x
Thu, 03 Oct 2024JP¥31.2tJP¥40.1tJP¥2.0t12.2x15.6x0.8x
Sat, 31 Aug 2024JP¥30.8tJP¥39.7tJP¥2.0t11.7x15.6x0.8x
Mon, 29 Jul 2024JP¥29.5tJP¥39.4tJP¥2.1t12x14.1x0.7x
Wed, 26 Jun 2024JP¥29.5tJP¥39.3tJP¥2.1t12.2x14.1x0.7x
Fri, 24 May 2024JP¥29.2tJP¥39.3tJP¥2.1t12.2x14.1x0.7x
Sun, 21 Apr 2024JP¥27.9tJP¥39.2tJP¥1.9t11.5x14.6x0.7x
Tue, 19 Mar 2024JP¥29.3tJP¥39.2tJP¥1.9t11.9x15.3x0.7x
Thu, 15 Feb 2024JP¥30.6tJP¥38.3tJP¥1.8t11.3x16.8x0.8x
Sat, 13 Jan 2024JP¥31.1tJP¥38.6tJP¥1.8t10.9x17.5x0.8x
Mon, 11 Dec 2023JP¥28.1tJP¥38.5tJP¥1.8t10.4x15.8x0.7x
Wed, 08 Nov 2023JP¥28.7tJP¥38.2tJP¥1.9t10.6x15.5x0.8x
Fri, 06 Oct 2023JP¥28.4tJP¥38.2tJP¥1.8t10.1x15.4x0.7x
Sun, 03 Sep 2023JP¥29.1tJP¥38.1tJP¥1.8t9.8x15.8x0.8x
Tue, 01 Aug 2023JP¥30.0tJP¥37.2tJP¥1.8t10.4x17x0.8x
Thu, 29 Jun 2023JP¥29.0tJP¥37.2tJP¥1.8t10.4x16.5x0.8x
Sat, 27 May 2023JP¥28.8tJP¥37.2tJP¥1.8t9.6x16.2x0.8x
Mon, 24 Apr 2023JP¥27.0tJP¥35.9tJP¥2.0t10.2x13.8x0.8x
Wed, 22 Mar 2023JP¥25.4tJP¥35.9tJP¥2.0t9.4x12.9x0.7x
Price to Earnings Ratio

12.9x


Total Market Cap: JP¥25.4tTotal 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-2.28%
Consumer Discretionary-2.26%
Consumer Durables-0.24%
Consumer Electronics0.53%
Home Furnishings-1.67%
Household Appliances-1.89%
Homebuilding-3.01%
Housewares and Specialties-3.44%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 18.3x.
    • Analysts are expecting annual earnings growth of 11.9%, 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 10.3x.
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 Household Appliances industry is expected to see its earnings grow by 3.3% 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¥2.61k4.5%
+JP¥262.7b		45.6%PE30x
6952 Casio ComputerLtdJP¥1.42k1.4%
+JP¥4.4b		14.6%PE16.7x
5943 NoritzJP¥2.36k1.0%
+JP¥1.1b		31.6%PE32.2x
7539 AINAVO HOLDINGSLtdJP¥838.005.9%
+JP¥1.1b		33.0%PE11.6x
3467 Agratio urban designJP¥2.80k1.9%
+JP¥293.4m		57.6%PE9x

Latest News

6952
JP¥1,418.00
Casio ComputerLtd
7D
1.4%
1Y
14.6%
5943
JP¥2,362.00
Noritz
7D
1.0%
1Y
31.6%
6752
JP¥2,610.50
Panasonic Holdings
7D
4.5%
1Y
45.6%

6752: Higher Restructuring Costs Will Pressure Earnings And Future Share Returns

Analysts have lifted their price target on Panasonic Holdings from ¥1,600 to about ¥1,721, citing updated assumptions that include a slightly lower discount rate, a smaller expected revenue decline, higher projected profit margins, and a modestly reduced future P/E multiple. What's in the News Panasonic introduced the LUMIX DMW DMS1 digital shotgun microphone for its LUMIX camera lineup, aimed at creators who want higher quality directional audio recording from a compact, camera mounted mic (Product related announcement).
1928
JP¥3,543.00
Sekisui House
7D
-0.7%
1Y
6.9%
9663
JP¥5,970.00
NAGAWA
7D
0.2%
1Y
-9.5%
7731
JP¥1,926.50
Nikon
7D
-2.2%
1Y
17.3%

7731: Leadership Change And Deepening Losses Will Pressure Earnings Outlook

Narrative Update The analyst price target for Nikon has been adjusted slightly from ¥1,595 to ¥1,600, reflecting analysts' updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Nikon's board plans to meet on February 25, 2026 to consider partially terminating its retirement benefit trust and returning a portion of the trust assets.
6758
JP¥3,458.00
Sony Group
7D
-0.4%
1Y
-1.7%

6758: Content Franchises And Buybacks Will Offset Emerging AI Music Risks

Narrative Update on Sony Group The analyst price target for Sony Group has shifted slightly from ¥4,990.87 to ¥4,969.13, as analysts factor in updated assumptions for revenue growth, profit margins, discount rates and future P/E, while also weighing fresh concerns around AI driven risks to the music business. Analyst Commentary Recent Street research around Sony Group focuses heavily on the music segment, where AI generated content is emerging as a key debate for both upside and risk to the equity story.
3288
JP¥10,085.00
Open House Group
7D
-5.3%
1Y
78.5%
1911
JP¥1,462.50
Sumitomo Forestry
7D
-4.3%
1Y
-5.5%
8995
JP¥1,191.00
Makoto Construction CoLtd
7D
6.0%
1Y
81.8%
5947
JP¥3,823.00
Rinnai
7D
-2.6%
1Y
8.0%

Rinnai Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Feb 14
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3465
JP¥6,570.00
Ki-Star Real EstateLtd
7D
-9.8%
1Y
40.8%
1808
JP¥3,033.00
HASEKO
7D
-6.1%
1Y
57.6%
3467
JP¥2,801.00
Agratio urban design
7D
1.9%
1Y
57.6%
7539
JP¥838.00
AINAVO HOLDINGSLtd
7D
5.9%
1Y
33.0%
1419
JP¥3,930.00
Tama Home
7D
0.1%
1Y
11.6%

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

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