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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedApr 03, 2026
DataAggregated Company Financials
Companies75
  • 7D2.2%
  • 3M-6.3%
  • 1Y9.5%
  • YTD-7.4%

The Consumer Durables industry is up 2.2% in the last week, with Sony Group up 3.4%. In the last 12 months, the industry was up 9.5%. 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
Fri, 03 Apr 2026JP¥36.1tJP¥39.2tJP¥2.2t11x16.2x0.9x
Sun, 01 Mar 2026JP¥38.6tJP¥39.1tJP¥2.2t12.4x17.5x1x
Tue, 27 Jan 2026JP¥36.4tJP¥39.2tJP¥2.3t11.7x15.8x0.9x
Thu, 25 Dec 2025JP¥38.6tJP¥39.2tJP¥2.3t11.7x16.8x1x
Sat, 22 Nov 2025JP¥40.7tJP¥39.2tJP¥2.3t11.7x17.7x1x
Mon, 20 Oct 2025JP¥39.4tJP¥39.3tJP¥2.3t11.5x17x1x
Wed, 17 Sep 2025JP¥38.7tJP¥39.2tJP¥2.3t11.5x16.6x1x
Fri, 15 Aug 2025JP¥37.6tJP¥39.6tJP¥2.3t10.7x16.1x0.9x
Sun, 13 Jul 2025JP¥33.9tJP¥39.5tJP¥2.2t10.6x15.1x0.9x
Tue, 10 Jun 2025JP¥34.9tJP¥39.1tJP¥2.2t10.8x15.6x0.9x
Thu, 08 May 2025JP¥34.3tJP¥40.4tJP¥2.0t11.8x17x0.9x
Sat, 05 Apr 2025JP¥32.2tJP¥40.2tJP¥2.0t10.8x16x0.8x
Mon, 03 Mar 2025JP¥36.2tJP¥40.1tJP¥2.0t11.6x17.8x0.9x
Wed, 29 Jan 2025JP¥33.6tJP¥39.4tJP¥2.1t11.9x16x0.9x
Fri, 27 Dec 2024JP¥33.4tJP¥39.4tJP¥2.1t12.1x16x0.8x
Sun, 24 Nov 2024JP¥32.0tJP¥40.4tJP¥2.2t12.2x14.7x0.8x
Tue, 22 Oct 2024JP¥30.3tJP¥40.1tJP¥2.0t11.8x15.2x0.8x
Thu, 19 Sep 2024JP¥29.0tJP¥39.4tJP¥2.0t11.8x14.8x0.7x
Sat, 17 Aug 2024JP¥29.1tJP¥39.7tJP¥2.0t11.3x14.7x0.7x
Mon, 15 Jul 2024JP¥32.2tJP¥39.4tJP¥2.1t12.3x15.4x0.8x
Wed, 12 Jun 2024JP¥29.6tJP¥39.3tJP¥2.1t12x14.2x0.8x
Fri, 10 May 2024JP¥28.0tJP¥39.3tJP¥1.9t12.3x14.6x0.7x
Sun, 07 Apr 2024JP¥28.8tJP¥39.2tJP¥1.9t11.9x15x0.7x
Tue, 05 Mar 2024JP¥29.0tJP¥39.1tJP¥1.9t11.5x15.3x0.7x
Thu, 01 Feb 2024JP¥31.2tJP¥38.5tJP¥1.8t11.1x17.5x0.8x
Sat, 30 Dec 2023JP¥29.1tJP¥38.6tJP¥1.8t10.7x16.4x0.8x
Mon, 27 Nov 2023JP¥28.8tJP¥38.5tJP¥1.8t10.3x16.2x0.7x
Wed, 25 Oct 2023JP¥28.0tJP¥38.2tJP¥1.8t10.1x15.2x0.7x
Fri, 22 Sep 2023JP¥28.9tJP¥38.2tJP¥1.8t9.8x15.7x0.8x
Sun, 20 Aug 2023JP¥27.7tJP¥38.1tJP¥1.8t9.5x15x0.7x
Tue, 18 Jul 2023JP¥29.0tJP¥37.2tJP¥1.8t10.2x16.5x0.8x
Thu, 15 Jun 2023JP¥30.3tJP¥37.2tJP¥1.8t9.9x17.2x0.8x
Sat, 13 May 2023JP¥28.1tJP¥37.0tJP¥2.0t10.3x14x0.8x
Mon, 10 Apr 2023JP¥25.7tJP¥35.9tJP¥2.0t9.6x13.1x0.7x
Price to Earnings Ratio

13.1x


Total Market Cap: JP¥25.7tTotal 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 Market-0.87%
Consumer Discretionary-1.13%
Consumer Durables2.21%
Consumer Electronics2.90%
Homebuilding0.065%
Household Appliances-0.33%
Home Furnishings-2.25%
Housewares and Specialties-4.83%
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¥3.33k3.8%
+JP¥720.6b		-0.4%PE15.8x
6752 Panasonic HoldingsJP¥2.73k2.2%
+JP¥134.2b		76.7%PE31.3x
6753 SharpJP¥636.408.3%
+JP¥31.8b		-20.7%PE3.9x
6952 Casio ComputerLtdJP¥1.58k7.8%
+JP¥25.7b		42.6%PE18.5x
3294 e'grandLtdJP¥4.82k137.1%
+JP¥16.9b		256.8%PE17.9x

Latest News

7965
JP¥1,708.00
Zojirushi
7D
11.9%
1Y
30.6%

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6752
JP¥2,725.00
Panasonic Holdings
7D
2.2%
1Y
76.7%
6952
JP¥1,577.00
Casio ComputerLtd
7D
7.8%
1Y
42.6%
3294
JP¥4,820.00
e'grandLtd
7D
137.1%
1Y
256.8%
8892
JP¥1,104.00
ES-CON JAPAN
7D
-3.0%
1Y
12.1%
6809
JP¥1,793.00
TOA
7D
-5.5%
1Y
110.2%
3284
JP¥1,220.00
Hoosiers Holdings
7D
-3.8%
1Y
15.9%
5947
JP¥3,675.00
Rinnai
7D
-2.0%
1Y
11.7%
1808
JP¥2,893.00
HASEKO
7D
-3.3%
1Y
50.4%
9663
JP¥5,670.00
NAGAWA
7D
-9.0%
1Y
3.5%
8130
JP¥3,085.00
Sangetsu
7D
-2.2%
1Y
11.1%
7731
JP¥2,014.00
Nikon
7D
2.3%
1Y
44.4%
6758
JP¥3,331.00
Sony Group
7D
3.8%
1Y
-0.4%

6758: Content Franchises Will Offset Memory And AI Risks Over Time

Analysts have nudged their fair value estimate for Sony Group lower from about ¥4,969 to roughly ¥4,887. This reflects slightly softer long term revenue growth assumptions, marginally slimmer profit margins, and a modestly reduced future P/E, as they factor in potential pressure on PlayStation hardware economics from higher memory costs and ongoing questions around AI risk for the music business.
6753
JP¥636.40
Sharp
7D
8.3%
1Y
-20.7%
1911
JP¥1,420.00
Sumitomo Forestry
7D
-0.7%
1Y
5.7%
1766
JP¥13,960.00
Token
7D
8.2%
1Y
10.5%