Analysis Article • May 23

The Consumer Durables is pretty flat in the last 7 days, but Panasonic Holdings has stood out, gaining 5.5%. The past year has been better, since the industry has gained 9.8% in that time. Earnings are forecast to grow by 13% annually.
Has the Japanese Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 31 May 2026 | JP¥38.3t | JP¥38.8t | JP¥2.0t | 9.9x | 19.4x | 1x |
| Tue, 28 Apr 2026 | JP¥35.6t | JP¥39.2t | JP¥2.2t | 11x | 15.9x | 0.9x |
| Thu, 26 Mar 2026 | JP¥35.4t | JP¥39.2t | JP¥2.2t | 11.1x | 15.8x | 0.9x |
| Sat, 21 Feb 2026 | JP¥36.6t | JP¥39.1t | JP¥2.2t | 12.3x | 16.6x | 0.9x |
| Mon, 19 Jan 2026 | JP¥38.7t | JP¥39.2t | JP¥2.3t | 12x | 16.8x | 1x |
| Wed, 17 Dec 2025 | JP¥39.0t | JP¥39.2t | JP¥2.3t | 11.7x | 17x | 1x |
| Fri, 14 Nov 2025 | JP¥41.7t | JP¥39.2t | JP¥2.3t | 11.8x | 18.2x | 1.1x |
| Sun, 12 Oct 2025 | JP¥40.4t | JP¥39.3t | JP¥2.3t | 11.5x | 17.4x | 1x |
| Tue, 09 Sep 2025 | JP¥38.4t | JP¥39.2t | JP¥2.3t | 11.4x | 16.5x | 1x |
| Thu, 07 Aug 2025 | JP¥35.2t | JP¥39.4t | JP¥2.2t | 11.2x | 15.7x | 0.9x |
| Sat, 05 Jul 2025 | JP¥34.5t | JP¥39.5t | JP¥2.2t | 10.5x | 15.4x | 0.9x |
| Mon, 02 Jun 2025 | JP¥35.3t | JP¥39.0t | JP¥2.3t | 10.8x | 15.6x | 0.9x |
| Wed, 30 Apr 2025 | JP¥33.8t | JP¥40.3t | JP¥2.0t | 11.6x | 16.7x | 0.8x |
| Fri, 28 Mar 2025 | JP¥37.0t | JP¥40.4t | JP¥2.0t | 12x | 18.3x | 0.9x |
| Sun, 23 Feb 2025 | JP¥36.5t | JP¥40.1t | JP¥2.0t | 11.4x | 17.9x | 0.9x |
| Tue, 21 Jan 2025 | JP¥32.7t | JP¥39.4t | JP¥2.1t | 11.5x | 15.6x | 0.8x |
| Thu, 19 Dec 2024 | JP¥33.2t | JP¥39.4t | JP¥2.1t | 11.8x | 15.9x | 0.8x |
| Sat, 16 Nov 2024 | JP¥31.4t | JP¥40.3t | JP¥2.2t | 11.7x | 14.4x | 0.8x |
| Mon, 14 Oct 2024 | JP¥30.9t | JP¥40.1t | JP¥2.0t | 11.8x | 15.5x | 0.8x |
| Wed, 11 Sep 2024 | JP¥29.4t | JP¥40.1t | JP¥2.0t | 11.5x | 14.8x | 0.7x |
| Fri, 09 Aug 2024 | JP¥27.0t | JP¥39.6t | JP¥2.0t | 11.1x | 13.6x | 0.7x |
| Sun, 07 Jul 2024 | JP¥30.4t | JP¥39.4t | JP¥2.1t | 12.1x | 14.6x | 0.8x |
| Tue, 04 Jun 2024 | JP¥29.5t | JP¥39.3t | JP¥2.1t | 12.1x | 14.3x | 0.8x |
| Thu, 02 May 2024 | JP¥29.3t | JP¥39.3t | JP¥1.9t | 12.3x | 15.3x | 0.7x |
| Sat, 30 Mar 2024 | JP¥29.3t | JP¥39.2t | JP¥1.9t | 12.2x | 15.3x | 0.7x |
| Mon, 26 Feb 2024 | JP¥29.3t | JP¥39.1t | JP¥1.9t | 11.4x | 15.5x | 0.7x |
| Wed, 24 Jan 2024 | JP¥31.3t | JP¥38.6t | JP¥1.8t | 11.2x | 17.6x | 0.8x |
| Fri, 22 Dec 2023 | JP¥28.5t | JP¥38.6t | JP¥1.8t | 10.5x | 16x | 0.7x |
| Sun, 19 Nov 2023 | JP¥28.9t | JP¥38.5t | JP¥1.8t | 10.7x | 16.2x | 0.7x |
| Tue, 17 Oct 2023 | JP¥28.8t | JP¥38.2t | JP¥1.8t | 10.2x | 15.7x | 0.8x |
| Thu, 14 Sep 2023 | JP¥28.9t | JP¥38.2t | JP¥1.8t | 9.7x | 15.7x | 0.8x |
| Sat, 12 Aug 2023 | JP¥28.9t | JP¥38.0t | JP¥1.8t | 9.8x | 15.7x | 0.8x |
| Mon, 10 Jul 2023 | JP¥29.2t | JP¥37.2t | JP¥1.8t | 10.2x | 16.6x | 0.8x |
| Wed, 07 Jun 2023 | JP¥30.0t | JP¥37.2t | JP¥1.8t | 9.9x | 16.9x | 0.8x |
16.9x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 1.91% | |
| Consumer Discretionary | 3.06% | |
| Consumer Durables | -0.066% | |
| Homebuilding | 0.44% | |
| Consumer Electronics | -0.095% | |
| Home Furnishings | -0.49% | |
| Housewares and Specialties | -1.31% | |
| Household Appliances | -2.46% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6752 Panasonic Holdings | JP¥3.70k | 5.5% +JP¥450.6b | 121.8% | PE45.6x | |
| 6952 Casio ComputerLtd | JP¥1.79k | 10.2% +JP¥36.7b | 71.7% | PE21.8x | |
| 1911 Sumitomo Forestry | JP¥1.31k | 2.6% +JP¥20.5b | -6.9% | PE7.7x | |
| 3291 Iida Group Holdings | JP¥2.13k | 2.0% +JP¥11.6b | 5.1% | PE9.3x | |
| 1928 Sekisui House | JP¥3.35k | 0.5% +JP¥11.0b | 2.1% | PE9.4x |