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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies75
  • 7D3.9%
  • 3M-8.5%
  • 1Y25.0%
  • YTD-7.5%

In the last week, the Consumer Durables industry is up 2.4%, with Sony Group up 3.3%. This takes the industry's 12 month performance to a gain of 14%. 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
Tue, 07 Apr 2026JP¥36.0tJP¥39.2tJP¥2.2t11.4x16.1x0.9x
Thu, 05 Mar 2026JP¥36.0tJP¥39.1tJP¥2.2t11.7x16.3x0.9x
Sat, 31 Jan 2026JP¥35.6tJP¥39.2tJP¥2.3t11.4x15.4x0.9x
Mon, 29 Dec 2025JP¥39.0tJP¥39.2tJP¥2.3t11.8x17x1x
Wed, 26 Nov 2025JP¥40.0tJP¥39.2tJP¥2.3t11.9x17.4x1x
Fri, 24 Oct 2025JP¥40.4tJP¥39.3tJP¥2.3t11.8x17.5x1x
Sun, 21 Sep 2025JP¥39.2tJP¥39.3tJP¥2.3t11.5x16.9x1x
Tue, 19 Aug 2025JP¥38.3tJP¥39.6tJP¥2.3t10.9x16.4x1x
Thu, 17 Jul 2025JP¥33.4tJP¥39.5tJP¥2.2t10.8x14.9x0.8x
Sat, 14 Jun 2025JP¥34.2tJP¥39.1tJP¥2.2t10.7x15.2x0.9x
Mon, 12 May 2025JP¥34.6tJP¥40.2tJP¥2.0t11.7x16.9x0.9x
Wed, 09 Apr 2025JP¥31.2tJP¥40.2tJP¥2.0t10.6x15.5x0.8x
Fri, 07 Mar 2025JP¥36.1tJP¥40.1tJP¥2.0t11.8x17.8x0.9x
Sun, 02 Feb 2025JP¥34.2tJP¥39.4tJP¥2.1t11.9x16.3x0.9x
Tue, 31 Dec 2024JP¥34.0tJP¥39.4tJP¥2.1t12.3x16.3x0.9x
Thu, 28 Nov 2024JP¥32.2tJP¥40.4tJP¥2.2t12.2x14.8x0.8x
Sat, 26 Oct 2024JP¥29.3tJP¥40.1tJP¥2.0t11.3x14.7x0.7x
Mon, 23 Sep 2024JP¥30.0tJP¥40.1tJP¥2.0t11.8x15x0.7x
Wed, 21 Aug 2024JP¥29.2tJP¥39.7tJP¥2.0t11.5x14.8x0.7x
Fri, 19 Jul 2024JP¥31.8tJP¥39.4tJP¥2.1t12.3x15.2x0.8x
Sun, 16 Jun 2024JP¥29.3tJP¥39.3tJP¥2.1t12.3x14x0.7x
Tue, 14 May 2024JP¥28.0tJP¥39.4tJP¥1.9t12.3x15x0.7x
Thu, 11 Apr 2024JP¥29.2tJP¥39.2tJP¥1.9t12.5x15.2x0.7x
Sat, 09 Mar 2024JP¥28.9tJP¥39.2tJP¥1.9t11.3x15.1x0.7x
Mon, 05 Feb 2024JP¥30.8tJP¥38.6tJP¥1.8t11.1x16.9x0.8x
Wed, 03 Jan 2024JP¥29.1tJP¥38.6tJP¥1.8t10.7x16.4x0.8x
Fri, 01 Dec 2023JP¥28.5tJP¥38.5tJP¥1.8t10.6x16.1x0.7x
Sun, 29 Oct 2023JP¥27.4tJP¥38.2tJP¥1.8t10x14.9x0.7x
Tue, 26 Sep 2023JP¥29.2tJP¥38.2tJP¥1.8t10.7x15.8x0.8x
Thu, 24 Aug 2023JP¥28.1tJP¥38.1tJP¥1.8t9.5x15.2x0.7x
Sat, 22 Jul 2023JP¥29.5tJP¥37.2tJP¥1.8t10.1x16.8x0.8x
Mon, 19 Jun 2023JP¥29.9tJP¥37.2tJP¥1.8t10x17x0.8x
Wed, 17 May 2023JP¥28.3tJP¥37.1tJP¥1.8t10x16x0.8x
Fri, 14 Apr 2023JP¥26.3tJP¥35.9tJP¥2.0t9.8x13.4x0.7x
Price to Earnings Ratio

13.4x


Total Market Cap: JP¥26.3tTotal Earnings: JP¥2.0tTotal Revenue: JP¥35.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.9x202420252026
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 15.9x.
  • 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 4.3% 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 Market2.88%
Consumer Discretionary2.65%
Consumer Durables3.86%
Consumer Electronics4.49%
Household Appliances2.40%
Homebuilding1.76%
Housewares and Specialties-0.18%
Home Furnishings-0.20%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 18.4x.
    • Analysts are expecting annual earnings growth of 11.5%, 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 10.4x.
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 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¥3.29k3.3%
+JP¥614.3b		9.4%PE15.6x
6752 Panasonic HoldingsJP¥2.78k6.9%
+JP¥421.4b		97.3%PE32x
6753 SharpJP¥637.0011.6%
+JP¥43.0b		-13.1%PE3.9x
7731 NikonJP¥2.02k6.2%
+JP¥39.0b		59.0%PS1x
6952 Casio ComputerLtdJP¥1.60k11.5%
+JP¥37.2b		53.2%PE18.8x

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