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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedAug 02, 2026
DataAggregated Company Financials
Companies73
  • 7D8.2%
  • 3M17.7%
  • 1Y23.3%
  • YTD8.0%

In the last week, the Consumer Durables industry is up 8.2%, with Sony Group up 11%. Meanwhile, Nikon actually underperformed within the industry, shrinking 15% in the last week. In the last 12 months, the industry was up 23%. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 02 Aug 2026JP¥41.8tJP¥39.1tJP¥2.2t9.6x19.3x1.1x
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
Price to Earnings Ratio

15.5x


Total Market Cap: JP¥29.3tTotal Earnings: JP¥1.9tTotal Revenue: JP¥37.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 16.2x202420252026
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 16.2x.
  • The 3-year average PS ratio of 0.85x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 4.5% 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-0.42%
Consumer Discretionary4.51%
Consumer Durables8.19%
Consumer Electronics10.08%
Home Furnishings2.05%
Housewares and Specialties1.57%
Household Appliances1.08%
Homebuilding0.36%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 18.8x.
    • Analysts expect its future annual earnings growth (13.0%) to be largely in line with prior year's earnings growth.
  • 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 13% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • 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
6758 Sony GroupJP¥3.79k11.1%
+JP¥2.2t		2.9%PE20x
6752 Panasonic HoldingsJP¥4.28k10.3%
+JP¥936.3b		190.4%PE39.5x
7740 TamronLtdJP¥1.44k28.9%
+JP¥51.9b		55.5%PE19.9x
6753 SharpJP¥618.405.4%
+JP¥20.5b		-16.5%PE8.5x
1911 Sumitomo ForestryJP¥1.35k2.2%
+JP¥17.5b		-14.0%PE8x

Latest News

7539
JP¥772.00
AINAVO HOLDINGSLtd
7D
-2.4%
1Y
6.2%
8860
JP¥741.00
Fuji
7D
-3.4%
1Y
5.3%
6758
JP¥3,787.00
Sony Group
7D
11.1%
1Y
2.9%
6952
JP¥1,764.50
Casio ComputerLtd
7D
2.6%
1Y
45.8%
1911
JP¥1,347.50
Sumitomo Forestry
7D
2.2%
1Y
-14.0%
5909
JP¥993.00
Corona
7D
-1.4%
1Y
3.5%
7740
JP¥1,438.00
TamronLtd
7D
28.9%
1Y
55.5%
6752
JP¥4,284.00
Panasonic Holdings
7D
10.3%
1Y
190.4%
Narrative Update • Jul 29

6752: AI Infrastructure Optimism Will Limit Future Returns Despite Battery Expansion

Analysts have raised their price target for Panasonic Holdings to ¥3,900 from ¥3,000, reflecting updated assumptions on fair value and earnings metrics, while also noting that expectations for AI infrastructure related products are already widely reflected in the share price. What's in the News Battery materials startup Sila announced a US$300 million funding round to expand its Washington state factory, which supplies silicon carbon anode materials to partners including Panasonic and Mercedes.
8892
JP¥1,073.00
ES-CON JAPAN
7D
-2.2%
1Y
8.4%
7731
JP¥1,909.00
Nikon
7D
-15.0%
1Y
29.5%
3465
JP¥3,540.00
Ki-Star Real EstateLtd
7D
-1.0%
1Y
45.1%
6445
JP¥1,303.00
JANOME
7D
-1.7%
1Y
11.7%
3291
JP¥2,289.00
Iida Group Holdings
7D
1.4%
1Y
6.0%
1928
JP¥3,488.00
Sekisui House
7D
-1.4%
1Y
7.6%
6753
JP¥618.40
Sharp
7D
5.4%
1Y
-16.5%
3288
JP¥8,509.00
Open House Group
7D
1.5%
1Y
24.5%