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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedJun 30, 2026
DataAggregated Company Financials
Companies73
  • 7D2.5%
  • 3M13.3%
  • 1Y15.2%
  • YTD1.1%

The Consumer Durables industry is up 2.2% in the last week, with Sony Group up 3.6%. Meanwhile, TamronLtd actually underperformed within the industry, shrinking 6.0% in the last week. 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, 30 Jun 2026JP¥39.3tJP¥38.8tJP¥2.0t9.5x19.5x1x
Thu, 28 May 2026JP¥38.5tJP¥38.8tJP¥2.0t9.9x19.5x1x
Sat, 25 Apr 2026JP¥35.2tJP¥39.2tJP¥2.2t11x15.7x0.9x
Mon, 23 Mar 2026JP¥35.4tJP¥39.2tJP¥2.2t11.3x15.8x0.9x
Wed, 18 Feb 2026JP¥37.0tJP¥39.1tJP¥2.2t12.2x16.8x0.9x
Fri, 16 Jan 2026JP¥38.8tJP¥39.2tJP¥2.3t12x16.9x1x
Sun, 14 Dec 2025JP¥40.0tJP¥39.2tJP¥2.3t11.6x17.4x1x
Tue, 11 Nov 2025JP¥39.2tJP¥39.1tJP¥2.3t11.8x17.3x1x
Thu, 09 Oct 2025JP¥40.8tJP¥39.3tJP¥2.3t11.5x17.6x1x
Sat, 06 Sep 2025JP¥37.8tJP¥39.2tJP¥2.3t11.3x16.2x1x
Mon, 04 Aug 2025JP¥34.8tJP¥39.4tJP¥2.2t11x15.5x0.9x
Wed, 02 Jul 2025JP¥34.9tJP¥39.5tJP¥2.2t10.7x15.6x0.9x
Fri, 30 May 2025JP¥36.6tJP¥39.4tJP¥2.3t10.9x16.2x0.9x
Sun, 27 Apr 2025JP¥33.8tJP¥40.3tJP¥2.0t11.4x16.7x0.8x
Tue, 25 Mar 2025JP¥36.4tJP¥40.4tJP¥2.0t11.8x17.9x0.9x
Thu, 20 Feb 2025JP¥36.6tJP¥40.1tJP¥2.0t11.5x18x0.9x
Sat, 18 Jan 2025JP¥32.5tJP¥39.4tJP¥2.1t11.3x15.5x0.8x
Mon, 16 Dec 2024JP¥33.7tJP¥39.4tJP¥2.1t11.6x16.1x0.9x
Wed, 13 Nov 2024JP¥31.8tJP¥40.3tJP¥2.2t12x14.8x0.8x
Fri, 11 Oct 2024JP¥31.7tJP¥40.1tJP¥2.0t11.8x15.9x0.8x
Sun, 08 Sep 2024JP¥29.5tJP¥39.7tJP¥2.0t11.6x14.9x0.7x
Tue, 06 Aug 2024JP¥24.7tJP¥39.5tJP¥2.0t10.3x12.5x0.6x
Thu, 04 Jul 2024JP¥30.2tJP¥39.4tJP¥2.1t12.2x14.5x0.8x
Sat, 01 Jun 2024JP¥29.2tJP¥39.3tJP¥2.1t12.1x14.1x0.7x
Mon, 29 Apr 2024JP¥28.5tJP¥39.2tJP¥1.9t12x14.9x0.7x
Wed, 27 Mar 2024JP¥29.3tJP¥39.2tJP¥1.9t12x15.3x0.7x
Fri, 23 Feb 2024JP¥29.3tJP¥39.1tJP¥1.9t11.4x15.5x0.7x
Sun, 21 Jan 2024JP¥31.0tJP¥38.6tJP¥1.8t11x17.4x0.8x
Tue, 19 Dec 2023JP¥28.5tJP¥38.6tJP¥1.8t10.7x16x0.7x
Thu, 16 Nov 2023JP¥28.9tJP¥38.4tJP¥1.8t10.5x16.3x0.8x
Sat, 14 Oct 2023JP¥28.8tJP¥38.2tJP¥1.8t10.1x15.6x0.8x
Mon, 11 Sep 2023JP¥28.8tJP¥38.2tJP¥1.8t9.7x15.6x0.8x
Wed, 09 Aug 2023JP¥29.3tJP¥37.3tJP¥1.9t10.1x15.5x0.8x
Fri, 07 Jul 2023JP¥29.6tJP¥37.2tJP¥1.8t10.3x16.9x0.8x
Price to Earnings Ratio

16.9x


Total Market Cap: JP¥29.6tTotal Earnings: JP¥1.8tTotal Revenue: JP¥37.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 16.1x202420252026
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 19.3x which is higher than its 3-year average PE of 16.1x.
  • 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 4.8% 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 Market-3.00%
Consumer Discretionary1.21%
Consumer Durables2.47%
Homebuilding3.43%
Consumer Electronics2.30%
Household Appliances2.14%
Home Furnishings1.87%
Housewares and Specialties-3.15%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 18.7x.
    • Analysts are expecting annual earnings growth of 15.3%, which is higher than its past year's earnings growth of 11.7% per year.
  • Investors are most pessimistic about the Homebuilding industry, which is trading below 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 12% per year.
  • In contrast, the Household Appliances 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¥4.52k6.8%
+JP¥667.8b		192.4%PE55.6x
6758 Sony GroupJP¥3.27k3.5%
+JP¥644.0b		-10.2%PE18.7x
1928 Sekisui HouseJP¥3.38k4.7%
+JP¥97.9b		6.3%PE8.5x
7731 NikonJP¥2.29k8.5%
+JP¥59.1b		56.0%PS1.1x
6753 SharpJP¥654.8013.3%
+JP¥49.9b		-5.7%PE9x

Latest News

6758
JP¥3,268.00
Sony Group
7D
3.5%
1Y
-10.2%
Narrative Update • Jun 28

6758: Bond Return And Capital Returns Will Shape A Measured Outlook

The analyst price target for Sony Group has shifted modestly lower to about ¥3,500, with analysts citing updated assumptions around growth, profitability and future P/E that reflect more tempered revenue expectations and slightly adjusted discount rates. Analyst Commentary Recent Street research on Sony Group points to a more cautious tone around the stock, even as some sector peers in entertainment and media attract corporate interest and potential M&A attention.
6788
JP¥4,455.00
Nihon Trim
7D
-0.6%
1Y
3.5%
6753
JP¥654.80
Sharp
7D
13.3%
1Y
-5.7%
1911
JP¥1,356.00
Sumitomo Forestry
7D
4.0%
1Y
-5.7%
1928
JP¥3,384.00
Sekisui House
7D
4.7%
1Y
6.3%
7740
JP¥1,151.00
TamronLtd
7D
-2.4%
1Y
33.2%
3457
JP¥945.00
&Do HoldingsLtd
7D
-8.6%
1Y
-13.2%
7965
JP¥1,336.00
Zojirushi
7D
-4.4%
1Y
-18.4%
1401
JP¥1,301.00
Mbs
7D
-2.2%
1Y
5.3%
Analysis Article • Jun 17

Here's Why We Think Mbs (TSE:1401) Is Well Worth Watching

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
7731
JP¥2,285.00
Nikon
7D
8.5%
1Y
56.0%
Narrative Update • Jun 17

7731: Elevated P E And Softer Margins Will Constrain Future Share Returns

The analyst price target for Nikon has inched up from ¥1,636 to ¥1,639. Analysts attribute this slight adjustment to updated assumptions for revenue growth, discount rate, profit margin and future P/E.
6752
JP¥4,516.00
Panasonic Holdings
7D
6.8%
1Y
192.4%
Narrative Update • Jun 17

6752: AI Expectations Will Constrain Upside Despite Data Center Battery Plans

Analysts have raised their blended fair value estimate for Panasonic Holdings to ¥3,719.53 from ¥3,411.20. This change reflects updated views on discount rates, profit margins, and future P/E assumptions, even as some recent research suggests that AI-related growth is already well reflected in the stock.
3288
JP¥8,466.00
Open House Group
7D
2.0%
1Y
29.8%
7874
JP¥932.00
LEC
7D
-1.3%
1Y
-18.9%
3465
JP¥3,705.00
Ki-Star Real EstateLtd
7D
-0.4%
1Y
61.6%
5967
JP¥420.00
Tone
7D
-2.8%
1Y
-13.6%
1808
JP¥2,850.50
HASEKO
7D
4.8%
1Y
30.8%
Analysis Article • May 23

Shareholders Can Be Confident That HASEKO's (TSE:1808) Earnings Are High Quality

HASEKO Corporation's ( TSE:1808 ) strong earnings report was rewarded with a positive stock price move. We did some...