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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedMar 21, 2026
DataAggregated Company Financials
Companies75
  • 7D-3.5%
  • 3M-7.2%
  • 1Y-1.2%
  • YTD-9.5%

Over the last 7 days, the Consumer Durables industry has dropped 3.5%, driven by Sony Group declining 5.4%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sun, 30 Apr 2023JP¥27.8tJP¥36.8tJP¥2.0t9.8x14.1x0.8x
Tue, 28 Mar 2023JP¥25.4tJP¥35.9tJP¥2.0t9.6x12.9x0.7x
Price to Earnings Ratio

12.9x


Total Market Cap: JP¥25.4tTotal Earnings: JP¥2.0tTotal Revenue: JP¥35.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.8x202420252026
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 15.8x.
  • 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 4.4% 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-0.63%
Consumer Discretionary-2.37%
Consumer Durables-3.50%
Home Furnishings-1.31%
Homebuilding-1.51%
Household Appliances-3.08%
Housewares and Specialties-3.74%
Consumer Electronics-4.02%
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 12.1%, 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
6952 Casio ComputerLtdJP¥1.45k1.9%
+JP¥4.5b		16.9%PE16.9x
7731 NikonJP¥1.93k0.4%
+JP¥2.6b		17.5%PS0.9x
6809 TOAJP¥1.81k4.1%
+JP¥2.5b		88.0%PE19x
8892 ES-CON JAPANJP¥1.13k2.2%
+JP¥2.3b		5.3%PE12.2x
9663 NAGAWAJP¥6.10k2.2%
+JP¥2.0b		-8.8%PE29.5x

Latest News

8892
JP¥1,127.00
ES-CON JAPAN
7D
2.2%
1Y
5.3%
6952
JP¥1,445.50
Casio ComputerLtd
7D
1.9%
1Y
16.9%

6952: Share Repurchases And Higher Margins Will Support Further Share Price Upside

Analysts have lifted their price target on Casio Computer Ltd. from ¥1,477 to ¥1,900, citing updated assumptions that include a slightly lower discount rate, a modestly different revenue growth outlook, a higher profit margin and a richer future P/E multiple.
7731
JP¥1,934.50
Nikon
7D
0.4%
1Y
17.5%

7731: Widening Loss Guidance Will Expose Earnings Weakness And Dividend Risk

Analysts have nudged their price target for Nikon slightly higher to ¥1,604 from ¥1,600. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that modestly adjust the risk and earnings profile in their models.
6753
JP¥579.00
Sharp
7D
-4.0%
1Y
-41.5%
1911
JP¥1,446.50
Sumitomo Forestry
7D
-1.1%
1Y
-7.6%
5947
JP¥3,671.00
Rinnai
7D
-4.0%
1Y
2.2%
1766
JP¥13,570.00
Token
7D
-5.4%
1Y
6.5%
6752
JP¥2,600.50
Panasonic Holdings
7D
-0.4%
1Y
38.7%

6752: Higher Restructuring Costs Will Pressure Earnings And Future Share Returns

Analysts have lifted their price target on Panasonic Holdings from ¥1,600 to about ¥1,721, citing updated assumptions that include a slightly lower discount rate, a smaller expected revenue decline, higher projected profit margins, and a modestly reduced future P/E multiple. What's in the News Panasonic introduced the LUMIX DMW DMS1 digital shotgun microphone for its LUMIX camera lineup, aimed at creators who want higher quality directional audio recording from a compact, camera mounted mic (Product related announcement).
1873
JP¥313.00
Nihon House Holdings
7D
1.6%
1Y
-10.6%
1928
JP¥3,490.00
Sekisui House
7D
-1.5%
1Y
4.2%
9663
JP¥6,100.00
NAGAWA
7D
2.2%
1Y
-8.8%
6758
JP¥3,271.00
Sony Group
7D
-5.4%
1Y
-13.5%

6758: Content Franchises And Buybacks Will Offset Emerging AI Music Risks

Narrative Update on Sony Group The analyst price target for Sony Group has shifted slightly from ¥4,990.87 to ¥4,969.13, as analysts factor in updated assumptions for revenue growth, profit margins, discount rates and future P/E, while also weighing fresh concerns around AI driven risks to the music business. Analyst Commentary Recent Street research around Sony Group focuses heavily on the music segment, where AI generated content is emerging as a key debate for both upside and risk to the equity story.
6809
JP¥1,814.00
TOA
7D
4.1%
1Y
88.0%
1808
JP¥2,940.00
HASEKO
7D
-3.1%
1Y
47.9%
1419
JP¥3,960.00
Tama Home
7D
0.8%
1Y
11.4%

Some May Be Optimistic About Tama Home's (TSE:1419) Earnings

Jan 22
Some May Be Optimistic About Tama Home's (TSE:1419) Earnings
2999
JP¥473.00
Home Position
7D
4.0%
1Y
31.0%