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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedMay 26, 2026
DataAggregated Company Financials
Companies75
  • 7D1.3%
  • 3M8.0%
  • 1Y13.7%
  • YTD0.03%

The Consumer Durables industry is up 1.3% in the last week, with Panasonic Holdings up 7.8%. This means that the industry has gained 14% over the past year. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 26 May 2026JP¥39.0tJP¥38.8tJP¥2.0t9.6x19.7x1x
Thu, 23 Apr 2026JP¥36.5tJP¥39.2tJP¥2.2t11.3x16.3x0.9x
Sat, 21 Mar 2026JP¥35.4tJP¥39.2tJP¥2.2t11.3x15.8x0.9x
Mon, 16 Feb 2026JP¥37.6tJP¥39.1tJP¥2.2t12.1x17x1x
Wed, 14 Jan 2026JP¥38.2tJP¥39.2tJP¥2.3t12x16.6x1x
Fri, 12 Dec 2025JP¥39.0tJP¥39.2tJP¥2.3t11.4x17x1x
Sun, 09 Nov 2025JP¥38.9tJP¥39.1tJP¥2.3t12.1x17.2x1x
Tue, 07 Oct 2025JP¥40.5tJP¥39.3tJP¥2.3t11.6x17.5x1x
Thu, 04 Sep 2025JP¥37.0tJP¥39.2tJP¥2.3t11x15.8x0.9x
Sat, 02 Aug 2025JP¥34.7tJP¥39.2tJP¥2.2t11.3x15.5x0.9x
Mon, 30 Jun 2025JP¥35.1tJP¥39.5tJP¥2.2t10.6x15.7x0.9x
Wed, 28 May 2025JP¥35.3tJP¥39.4tJP¥2.3t10.6x15.7x0.9x
Fri, 25 Apr 2025JP¥33.6tJP¥40.2tJP¥2.0t11.6x16.7x0.8x
Sun, 23 Mar 2025JP¥36.6tJP¥40.4tJP¥2.0t11.8x18x0.9x
Tue, 18 Feb 2025JP¥37.0tJP¥40.1tJP¥2.0t11.4x18.2x0.9x
Thu, 16 Jan 2025JP¥32.4tJP¥39.4tJP¥2.1t11.5x15.5x0.8x
Sat, 14 Dec 2024JP¥33.7tJP¥39.4tJP¥2.1t11.9x16.1x0.9x
Mon, 11 Nov 2024JP¥30.8tJP¥40.3tJP¥2.2t11.9x14.3x0.8x
Wed, 09 Oct 2024JP¥31.6tJP¥40.1tJP¥2.0t12.1x15.8x0.8x
Fri, 06 Sep 2024JP¥29.9tJP¥39.7tJP¥2.0t11.5x15.2x0.8x
Sun, 04 Aug 2024JP¥27.3tJP¥39.5tJP¥2.0t11.5x13.9x0.7x
Tue, 02 Jul 2024JP¥30.1tJP¥39.4tJP¥2.1t12.1x14.4x0.8x
Thu, 30 May 2024JP¥28.5tJP¥39.3tJP¥2.1t12x13.7x0.7x
Sat, 27 Apr 2024JP¥28.5tJP¥39.2tJP¥1.9t12.1x15x0.7x
Mon, 25 Mar 2024JP¥30.0tJP¥39.2tJP¥1.9t12.5x15.6x0.8x
Wed, 21 Feb 2024JP¥29.4tJP¥39.1tJP¥1.9t11.2x15.5x0.8x
Fri, 19 Jan 2024JP¥30.6tJP¥38.6tJP¥1.8t10.8x17.2x0.8x
Sun, 17 Dec 2023JP¥28.9tJP¥38.6tJP¥1.8t10.6x16.3x0.8x
Tue, 14 Nov 2023JP¥28.4tJP¥38.4tJP¥1.8t10.4x16.1x0.7x
Thu, 12 Oct 2023JP¥28.7tJP¥38.2tJP¥1.8t10.1x15.6x0.8x
Sat, 09 Sep 2023JP¥28.8tJP¥38.2tJP¥1.8t9.7x15.6x0.8x
Mon, 07 Aug 2023JP¥29.1tJP¥37.3tJP¥1.9t9.8x15.2x0.8x
Wed, 05 Jul 2023JP¥29.8tJP¥37.2tJP¥1.8t10.3x17x0.8x
Fri, 02 Jun 2023JP¥28.7tJP¥37.2tJP¥1.8t9.4x16.2x0.8x
Price to Earnings Ratio

16.2x


Total Market Cap: JP¥28.7tTotal 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 19.7x which is higher than its 3-year average PE of 16.0x.
  • The 3-year average PS ratio of 0.84x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 3.7% 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 Market3.42%
Consumer Discretionary2.46%
Consumer Durables1.26%
Consumer Electronics1.74%
Homebuilding-0.53%
Household Appliances-1.69%
Home Furnishings-2.07%
Housewares and Specialties-3.91%
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 14.9%, which is higher than its past year's earnings growth of 8.6% 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 growth rate of 8.6% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings growth to stay flat 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¥3.61k7.6%
+JP¥593.0b		128.5%PE44.4x
6952 Casio ComputerLtdJP¥1.74k8.9%
+JP¥31.5b		65.5%PE21.1x
1911 Sumitomo ForestryJP¥1.31k3.2%
+JP¥25.1b		-6.3%PE7.7x
3288 Open House GroupJP¥8.86k0.7%
+JP¥6.9b		45.5%PE8.9x
166A TASUKI HoldingsJP¥926.007.1%
+JP¥3.8b		44.0%PE10.8x

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Analysts have revised their price target on Panasonic Holdings to ¥4,000 from ¥3,000, citing updated assumptions around discount rates, revenue growth, margins and future P/E, even as some recent Street research has turned more cautious on the stock. Analyst Commentary While some recent research has turned more cautious, bullish analysts point to the revised ¥4,000 price target as a sign that they still see room for upside if Panasonic Holdings executes on its updated assumptions for revenue, margins and valuation multiples.
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