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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies75
  • 7D5.5%
  • 3M-4.8%
  • 1Y9.0%
  • YTD-1.4%

Over the last 7 days, the Consumer Durables industry has risen 5.5%, driven by gains from Sony Group of 9.2%. This takes the industry's 12 month performance to a gain of 9.0%. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 02 Mar 2026JP¥38.6tJP¥39.1tJP¥2.2t12.4x17.5x1x
Wed, 28 Jan 2026JP¥36.0tJP¥39.2tJP¥2.3t11.6x15.7x0.9x
Fri, 26 Dec 2025JP¥39.1tJP¥39.2tJP¥2.3t11.8x17x1x
Sun, 23 Nov 2025JP¥40.7tJP¥39.2tJP¥2.3t11.7x17.7x1x
Tue, 21 Oct 2025JP¥39.4tJP¥39.3tJP¥2.3t11.7x17x1x
Thu, 18 Sep 2025JP¥38.9tJP¥39.3tJP¥2.3t11.5x16.8x1x
Sat, 16 Aug 2025JP¥39.0tJP¥39.6tJP¥2.3t10.7x16.7x1x
Mon, 14 Jul 2025JP¥33.9tJP¥39.5tJP¥2.2t10.6x15.1x0.9x
Wed, 11 Jun 2025JP¥34.8tJP¥39.1tJP¥2.2t10.8x15.5x0.9x
Fri, 09 May 2025JP¥33.9tJP¥40.4tJP¥2.0t11.6x16.8x0.8x
Sun, 06 Apr 2025JP¥32.2tJP¥40.2tJP¥2.0t10.8x16x0.8x
Tue, 04 Mar 2025JP¥36.2tJP¥40.1tJP¥2.0t11.7x17.8x0.9x
Thu, 30 Jan 2025JP¥34.4tJP¥39.4tJP¥2.1t11.9x16.4x0.9x
Sat, 28 Dec 2024JP¥34.3tJP¥39.4tJP¥2.1t12.2x16.4x0.9x
Mon, 25 Nov 2024JP¥32.0tJP¥40.4tJP¥2.2t12.2x14.7x0.8x
Wed, 23 Oct 2024JP¥29.9tJP¥40.1tJP¥2.0t11.6x15x0.7x
Fri, 20 Sep 2024JP¥29.1tJP¥40.1tJP¥2.0t11.8x14.6x0.7x
Sun, 18 Aug 2024JP¥29.1tJP¥39.7tJP¥2.0t11.3x14.7x0.7x
Tue, 16 Jul 2024JP¥32.2tJP¥39.4tJP¥2.1t12.3x15.4x0.8x
Thu, 13 Jun 2024JP¥29.6tJP¥39.3tJP¥2.1t12x14.2x0.8x
Sat, 11 May 2024JP¥28.0tJP¥39.3tJP¥1.9t12.2x14.6x0.7x
Mon, 08 Apr 2024JP¥28.8tJP¥39.2tJP¥1.9t11.9x15x0.7x
Wed, 06 Mar 2024JP¥28.9tJP¥39.1tJP¥1.9t11.6x15.3x0.7x
Fri, 02 Feb 2024JP¥30.6tJP¥38.5tJP¥1.8t11.1x17.2x0.8x
Sun, 31 Dec 2023JP¥29.1tJP¥38.6tJP¥1.8t10.7x16.4x0.8x
Tue, 28 Nov 2023JP¥28.7tJP¥38.5tJP¥1.8t10.4x16.2x0.7x
Thu, 26 Oct 2023JP¥28.0tJP¥38.2tJP¥1.8t10.1x15.2x0.7x
Sat, 23 Sep 2023JP¥28.8tJP¥38.2tJP¥1.8t9.9x15.6x0.8x
Mon, 21 Aug 2023JP¥27.7tJP¥38.1tJP¥1.8t9.5x15x0.7x
Wed, 19 Jul 2023JP¥29.5tJP¥37.2tJP¥1.8t10.3x16.8x0.8x
Fri, 16 Jun 2023JP¥30.2tJP¥37.2tJP¥1.8t10x17.2x0.8x
Sun, 14 May 2023JP¥28.1tJP¥37.1tJP¥2.0t10.3x14x0.8x
Tue, 11 Apr 2023JP¥25.7tJP¥35.9tJP¥2.0t9.6x13.1x0.7x
Thu, 09 Mar 2023JP¥26.6tJP¥35.9tJP¥2.0t10x13.5x0.7x
Price to Earnings Ratio

13.5x


Total Market Cap: JP¥26.6tTotal 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 optimistic on the Japanese Consumer Durables industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 17.5x which is higher than its 3-year average PE of 15.8x.
  • 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 3.8% 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 Market3.27%
Consumer Discretionary3.76%
Consumer Durables5.49%
Housewares and Specialties7.73%
Consumer Electronics6.85%
Home Furnishings2.43%
Household Appliances2.03%
Homebuilding1.11%
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 11.6%, which is lower than the prior year's growth of 20.8% 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 10.3x.
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 3.7% 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¥3.58k7.2%
+JP¥1.4t		-3.7%PE17.1x
6752 Panasonic HoldingsJP¥2.58k2.9%
+JP¥171.6b		35.9%PE29.7x
1928 Sekisui HouseJP¥3.79k1.1%
+JP¥26.6b		10.5%PE12.3x
1808 HASEKOJP¥3.36k2.6%
+JP¥22.8b		68.3%PE16.4x
5947 RinnaiJP¥4.14k2.6%
+JP¥14.6b		22.6%PE16.7x

Latest News

1928
JP¥3,794.00
Sekisui House
7D
1.1%
1Y
10.5%
6752
JP¥2,584.00
Panasonic Holdings
7D
2.9%
1Y
35.9%
6632
JP¥1,278.50
JVCKENWOOD
7D
-4.2%
1Y
-6.4%
6952
JP¥1,538.00
Casio ComputerLtd
7D
-4.1%
1Y
22.3%

6952: Share Buyback And Modest Guidance Will Likely Fail To Support Upside

Analysts have revised their price target for Casio Computer Co., Ltd. to ¥1,385 from ¥1,291.25, reflecting updated assumptions around fair value, discount rate, revenue, profit margin and future P/E multiples.
6758
JP¥3,577.00
Sony Group
7D
7.2%
1Y
-3.7%

6758: Content Franchises And Buybacks Will Support Future Earnings Re Rating

Narrative Update The analyst price target for Sony Group has been trimmed by analysts from about ¥5,093 to around ¥4,991. This reflects updated views on growth, margins and P/E assumptions highlighted in recent research.
1911
JP¥1,668.00
Sumitomo Forestry
7D
-5.6%
1Y
10.4%
3288
JP¥11,410.00
Open House Group
7D
-2.0%
1Y
100.1%
8130
JP¥3,355.00
Sangetsu
7D
2.4%
1Y
15.7%
5946
JP¥2,188.00
Chofu Seisakusho
7D
5.8%
1Y
14.1%
166A
JP¥917.00
TASUKI Holdings
7D
8.6%
1Y
40.0%
5947
JP¥4,143.00
Rinnai
7D
2.6%
1Y
22.6%

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

Feb 14
Rinnai Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
3465
JP¥7,830.00
Ki-Star Real EstateLtd
7D
-3.8%
1Y
71.9%
6788
JP¥5,010.00
Nihon Trim
7D
-1.6%
1Y
30.3%
1808
JP¥3,359.00
HASEKO
7D
2.6%
1Y
68.3%
6753
JP¥615.10
Sharp
7D
-5.5%
1Y
-37.4%

Sharp Corporation Just Recorded A 107% EPS Beat: Here's What Analysts Are Forecasting Next

Feb 12
Sharp Corporation Just Recorded A 107% EPS Beat: Here's What Analysts Are Forecasting Next
3467
JP¥2,777.00
Agratio urban design
7D
-2.5%
1Y
54.7%