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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedMay 12, 2026
DataAggregated Company Financials
Companies75
  • 7D4.3%
  • 3M-1.1%
  • 1Y9.7%
  • YTD-4.3%

Over the last 7 days, the Consumer Durables industry has remained flat, although notably Sony Group gained 8.6%. The past year has been better, since the industry has gained 5.0% in that time. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 12 May 2026JP¥37.3tJP¥38.5tJP¥2.0t11x18.5x1x
Thu, 09 Apr 2026JP¥37.2tJP¥39.2tJP¥2.2t12x16.6x0.9x
Sat, 07 Mar 2026JP¥36.8tJP¥39.2tJP¥2.2t11.9x16.4x0.9x
Mon, 02 Feb 2026JP¥35.6tJP¥39.2tJP¥2.3t11.6x15.5x0.9x
Wed, 31 Dec 2025JP¥38.8tJP¥39.2tJP¥2.3t11.8x16.9x1x
Fri, 28 Nov 2025JP¥41.9tJP¥39.2tJP¥2.3t11.9x18.2x1.1x
Sun, 26 Oct 2025JP¥40.4tJP¥39.3tJP¥2.3t11.9x17.4x1x
Tue, 23 Sep 2025JP¥39.7tJP¥39.3tJP¥2.3t11.4x17.2x1x
Thu, 21 Aug 2025JP¥38.2tJP¥39.6tJP¥2.3t10.9x16.3x1x
Sat, 19 Jul 2025JP¥33.5tJP¥39.5tJP¥2.2t10.7x15x0.8x
Mon, 16 Jun 2025JP¥34.2tJP¥39.2tJP¥2.2t10.7x15.2x0.9x
Wed, 14 May 2025JP¥34.9tJP¥40.2tJP¥2.2t11.9x15.6x0.9x
Fri, 11 Apr 2025JP¥33.6tJP¥40.2tJP¥2.0t10.9x16.7x0.8x
Sun, 09 Mar 2025JP¥35.2tJP¥40.4tJP¥2.0t11.7x17.3x0.9x
Tue, 04 Feb 2025JP¥33.4tJP¥39.4tJP¥2.1t11.7x16x0.8x
Thu, 02 Jan 2025JP¥34.0tJP¥39.4tJP¥2.1t12.3x16.3x0.9x
Sat, 30 Nov 2024JP¥32.1tJP¥40.4tJP¥2.2t12x14.8x0.8x
Mon, 28 Oct 2024JP¥29.3tJP¥40.0tJP¥2.0t11.1x14.8x0.7x
Wed, 25 Sep 2024JP¥30.6tJP¥40.1tJP¥2.0t11.9x15.3x0.8x
Fri, 23 Aug 2024JP¥29.4tJP¥39.8tJP¥2.0t11.4x14.9x0.7x
Sun, 21 Jul 2024JP¥31.8tJP¥39.4tJP¥2.1t12.3x15.2x0.8x
Tue, 18 Jun 2024JP¥28.6tJP¥39.3tJP¥2.1t12x13.7x0.7x
Thu, 16 May 2024JP¥29.2tJP¥39.4tJP¥1.9t12.2x15.6x0.7x
Sat, 13 Apr 2024JP¥29.2tJP¥39.2tJP¥1.9t12.4x15.2x0.7x
Mon, 11 Mar 2024JP¥28.9tJP¥39.2tJP¥1.9t11.5x15.1x0.7x
Wed, 07 Feb 2024JP¥30.4tJP¥38.4tJP¥1.8t11.2x16.7x0.8x
Fri, 05 Jan 2024JP¥29.0tJP¥38.6tJP¥1.8t10.9x16.3x0.8x
Sun, 03 Dec 2023JP¥28.4tJP¥38.5tJP¥1.8t10.6x16x0.7x
Tue, 31 Oct 2023JP¥27.4tJP¥38.2tJP¥1.8t9.8x14.9x0.7x
Thu, 28 Sep 2023JP¥29.1tJP¥38.2tJP¥1.8t10.7x15.8x0.8x
Sat, 26 Aug 2023JP¥27.8tJP¥38.1tJP¥1.8t9.5x15.1x0.7x
Mon, 24 Jul 2023JP¥29.5tJP¥37.2tJP¥1.8t10.1x16.8x0.8x
Wed, 21 Jun 2023JP¥29.9tJP¥37.2tJP¥1.8t10.3x17x0.8x
Fri, 19 May 2023JP¥29.5tJP¥37.2tJP¥1.8t9.4x16.7x0.8x
Price to Earnings Ratio

16.7x


Total Market Cap: JP¥29.5tTotal Earnings: JP¥1.8tTotal Revenue: JP¥37.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 16x202420252026
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 17.6x which is higher than its 3-year average PE of 15.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.84x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 4.4% 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 Market3.17%
Consumer Discretionary1.65%
Consumer Durables4.28%
Consumer Electronics5.40%
Housewares and Specialties1.82%
Household Appliances0.66%
Homebuilding0.18%
Home Furnishings-0.34%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 18.5x.
    • Analysts are expecting annual earnings growth of 15.1%, which is higher than its past year's earnings decline of 9.7% per year.
  • Investors are most pessimistic about the Homebuilding industry, which is trading close to 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 decline of 9.7% 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
6758 Sony GroupJP¥3.37k7.8%
+JP¥1.4t		-6.1%PE19.3x
7731 NikonJP¥1.97k9.4%
+JP¥55.9b		38.1%PS1x
3288 Open House GroupJP¥9.37k3.9%
+JP¥38.9b		49.0%PE9.9x
6752 Panasonic HoldingsJP¥3.33k0.3%
+JP¥23.3b		95.9%PE38.3x
6952 Casio ComputerLtdJP¥1.67k6.2%
+JP¥21.6b		50.5%PE19.3x

Latest News

1928
JP¥3,430.00
Sekisui House
7D
0.4%
1Y
2.0%
6758
JP¥3,372.00
Sony Group
7D
7.8%
1Y
-6.1%
7731
JP¥1,968.50
Nikon
7D
9.4%
1Y
38.1%
6794
JP¥2,961.00
Foster Electric Company
7D
-5.6%
1Y
132.2%
6809
JP¥1,570.00
TOA
7D
-10.1%
1Y
52.7%
5943
JP¥2,427.00
Noritz
7D
2.7%
1Y
35.1%
3288
JP¥9,372.00
Open House Group
7D
3.9%
1Y
49.0%
1911
JP¥1,318.00
Sumitomo Forestry
7D
-4.5%
1Y
-7.3%
6632
JP¥1,127.00
JVCKENWOOD
7D
-3.8%
1Y
-10.1%
7740
JP¥1,045.00
TamronLtd
7D
-2.2%
1Y
25.5%
6753
JP¥561.00
Sharp
7D
-3.7%
1Y
-40.2%
6752
JP¥3,334.00
Panasonic Holdings
7D
0.3%
1Y
95.9%
Narrative Update • May 04

6752: Rising Restructuring Costs Will Drive A Cautious Longer Term Outlook

The analyst price target for Panasonic Holdings has shifted from approximately ¥2,663 to about ¥2,999, as analysts factor in modest adjustments to discount rates, revenue growth, profit margins and a higher assumed future P/E despite recent cautious sentiment reflected in downgrades such as the one from Nomura. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable applying a higher future P/E to Panasonic Holdings, signaling confidence that earnings quality could justify a richer multiple over time.
6952
JP¥1,669.50
Casio ComputerLtd
7D
6.2%
1Y
50.5%
Narrative Update • May 01

6952: Buybacks And Fitness Watch Launch Will Likely Keep Shares Fairly Priced

Analysts have maintained their ¥1,550 price target for Casio Computer Ltd, making only minor adjustments to their models for discount rate, revenue growth, profit margin, and future P/E assumptions to support the updated view. What's in the News Casio introduced the GBX-H5600, the first G-LIDE model with a heart rate monitor, targeting users of extreme sports and everyday workouts with sensor based tracking for distance, calories and other exercise metrics (Key Developments).
1766
JP¥12,910.00
Token
7D
-1.8%
1Y
-7.3%
3291
JP¥2,214.00
Iida Group Holdings
7D
-0.4%
1Y
-2.3%
1808
JP¥2,767.00
HASEKO
7D
0.8%
1Y
35.0%