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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedApr 15, 2025
DataAggregated Company Financials
Companies77
  • 7D8.4%
  • 3M-0.1%
  • 1Y15.7%
  • YTD-3.9%

Over the last 7 days, the Consumer Durables industry has dropped 1.8%, driven by Lobtex declining 2.2%. On the other hand Sony Group is actually up 9.5%. Over the past 12 months, the industry was up 13%. Looking forward, earnings are forecast to grow by 7.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 15 Apr 2025JP¥31.9tJP¥40.2tJP¥2.0t10.8x15.9x0.8x
Thu, 13 Mar 2025JP¥34.6tJP¥40.4tJP¥2.0t11.7x17.1x0.9x
Sat, 08 Feb 2025JP¥34.7tJP¥39.4tJP¥2.1t11.8x16.8x0.9x
Mon, 06 Jan 2025JP¥34.0tJP¥39.4tJP¥2.1t12.3x16.3x0.9x
Wed, 04 Dec 2024JP¥31.7tJP¥39.1tJP¥2.1t11.9x15.1x0.8x
Fri, 01 Nov 2024JP¥30.1tJP¥40.1tJP¥2.0t11.3x15.2x0.8x
Sun, 29 Sep 2024JP¥31.6tJP¥40.1tJP¥2.0t12.3x15.8x0.8x
Tue, 27 Aug 2024JP¥29.6tJP¥39.8tJP¥2.0t11.6x15x0.7x
Thu, 25 Jul 2024JP¥30.9tJP¥39.4tJP¥2.1t12x14.8x0.8x
Sat, 22 Jun 2024JP¥28.8tJP¥39.3tJP¥2.1t12.1x13.8x0.7x
Mon, 20 May 2024JP¥29.3tJP¥39.3tJP¥2.1t12.4x14.1x0.7x
Wed, 17 Apr 2024JP¥28.9tJP¥39.2tJP¥1.9t12.4x15.1x0.7x
Fri, 15 Mar 2024JP¥28.8tJP¥39.2tJP¥1.9t11.6x15x0.7x
Sun, 11 Feb 2024JP¥30.2tJP¥38.3tJP¥1.8t11.3x16.6x0.8x
Tue, 09 Jan 2024JP¥29.1tJP¥38.6tJP¥1.8t10.9x16.4x0.8x
Thu, 07 Dec 2023JP¥28.9tJP¥38.5tJP¥1.8t11x16.3x0.8x
Sat, 04 Nov 2023JP¥28.2tJP¥38.2tJP¥1.8t10.2x15.2x0.7x
Mon, 02 Oct 2023JP¥28.5tJP¥38.2tJP¥1.8t10.5x15.5x0.7x
Wed, 30 Aug 2023JP¥28.1tJP¥38.1tJP¥1.8t9.8x15.3x0.7x
Fri, 28 Jul 2023JP¥29.8tJP¥37.2tJP¥1.8t10.3x17x0.8x
Sun, 25 Jun 2023JP¥29.2tJP¥37.2tJP¥1.8t10.4x16.6x0.8x
Tue, 23 May 2023JP¥29.4tJP¥37.2tJP¥1.8t9.9x16.6x0.8x
Thu, 20 Apr 2023JP¥27.0tJP¥35.9tJP¥2.0t10x13.8x0.8x
Sat, 18 Mar 2023JP¥25.7tJP¥35.9tJP¥2.0t9.6x13.1x0.7x
Mon, 13 Feb 2023JP¥25.8tJP¥35.8tJP¥2.0t9.7x13.1x0.7x
Wed, 11 Jan 2023JP¥23.9tJP¥34.9tJP¥2.0t9.4x11.8x0.7x
Fri, 09 Dec 2022JP¥24.7tJP¥34.8tJP¥2.0t9.2x12.2x0.7x
Sun, 06 Nov 2022JP¥24.4tJP¥34.6tJP¥2.1t8.6x11.7x0.7x
Tue, 04 Oct 2022JP¥22.2tJP¥33.7tJP¥2.0t8.7x11.2x0.7x
Thu, 01 Sep 2022JP¥24.9tJP¥33.6tJP¥2.0t9x12.6x0.7x
Sat, 30 Jul 2022JP¥25.5tJP¥33.3tJP¥2.0t8.8x12.9x0.8x
Mon, 27 Jun 2022JP¥24.6tJP¥33.2tJP¥2.0t8.5x12.4x0.7x
Wed, 25 May 2022JP¥24.7tJP¥33.2tJP¥2.0t8.5x12.5x0.7x
Fri, 22 Apr 2022JP¥25.3tJP¥33.0tJP¥2.0t9.3x12.5x0.8x
Price to Earnings Ratio

12.5x


Total Market Cap: JP¥25.3tTotal Earnings: JP¥2.0tTotal Revenue: JP¥33.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 14.6x202320242025
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 14.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 6.9% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Japanese Consumer Discretionary industry?

JP Market8.73%
Consumer Discretionary7.48%
Consumer Durables8.38%
Housewares and Specialties22.54%
Consumer Electronics9.13%
Homebuilding6.02%
Home Furnishings5.89%
Household Appliances3.85%
Industry PE
  • Investors are most optimistic about the Housewares and Specialties industry even though it's trading below its 3-year average PE ratio of 54.5x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Homebuilding industry, which is trading close to its 3-year average of 9.4x.
Forecasted Growth
  • Analysts are most optimistic on the Household Appliances industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings growth rate of 16% per year.
  • In contrast, the Consumer Electronics industry is expected to see its earnings grow by 6.3% 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
6758 Sony GroupJP¥3.36k4.4%
+JP¥861.3b
29.9%PE17.9x
6752 Panasonic HoldingsJP¥1.52k4.2%
+JP¥142.4b
9.0%PE10.7x
7731 NikonJP¥1.47k9.8%
+JP¥43.1b
-4.0%PE34.8x
6753 SharpJP¥841.206.6%
+JP¥34.0b
4.8%PS0.2x
1928 Sekisui HouseJP¥3.17k1.6%
+JP¥32.4b
-7.6%PE9.4x
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Latest News

205A

JP¥980.00

Logos Holdings

7D

-8.8%

1Y

n/a

1419

JP¥3,795.00

Tama Home

7D

7.2%

1Y

-9.8%

1808

JP¥1,960.50

HASEKO

7D

3.7%

1Y

6.2%

6758

JP¥3,361.00

Sony Group

7D

4.4%

1Y

29.9%

6632

JP¥1,011.50

JVCKENWOOD

7D

-0.5%

1Y

15.3%

6752

JP¥1,522.50

Panasonic Holdings

7D

4.2%

1Y

9.0%

3288

JP¥6,006.00

Open House Group

7D

-0.7%

1Y

27.5%

8894

JP¥65.00

Revolution

7D

-1.5%

1Y

-74.0%

5969

JP¥1,194.00

Lobtex

7D

-2.2%

1Y

-6.9%