Header cover image

Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies75
  • 7D4.0%
  • 3M-4.7%
  • 1Y9.1%
  • YTD-5.3%

The Consumer Durables industry is up 4.0% in the last week, with Panasonic Holdings up 15%. This takes the industry's 12 month performance to a gain of 9.1%. 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
Sun, 08 Feb 2026JP¥37.0tJP¥39.1tJP¥2.1t11.7x17.4x0.9x
Tue, 06 Jan 2026JP¥39.2tJP¥39.2tJP¥2.3t11.7x17x1x
Thu, 04 Dec 2025JP¥40.3tJP¥39.2tJP¥2.3t11.5x17.6x1x
Sat, 01 Nov 2025JP¥39.5tJP¥39.1tJP¥2.3t11.6x17.4x1x
Mon, 29 Sep 2025JP¥40.0tJP¥39.3tJP¥2.3t11.7x17.3x1x
Wed, 27 Aug 2025JP¥37.5tJP¥39.2tJP¥2.3t11x16x1x
Fri, 25 Jul 2025JP¥35.4tJP¥39.5tJP¥2.2t11x15.8x0.9x
Sun, 22 Jun 2025JP¥33.4tJP¥39.2tJP¥2.2t10.6x14.9x0.9x
Tue, 20 May 2025JP¥34.3tJP¥39.4tJP¥2.2t10.9x15.3x0.9x
Thu, 17 Apr 2025JP¥32.2tJP¥40.2tJP¥2.0t11.1x16x0.8x
Sat, 15 Mar 2025JP¥34.7tJP¥40.4tJP¥2.0t11.4x17.1x0.9x
Mon, 10 Feb 2025JP¥34.7tJP¥39.3tJP¥2.0t11.8x17x0.9x
Wed, 08 Jan 2025JP¥33.3tJP¥39.4tJP¥2.1t11.9x16x0.8x
Fri, 06 Dec 2024JP¥32.2tJP¥39.1tJP¥2.1t11.8x15.4x0.8x
Sun, 03 Nov 2024JP¥29.8tJP¥40.2tJP¥2.0t11.1x14.7x0.7x
Tue, 01 Oct 2024JP¥30.7tJP¥40.1tJP¥2.0t12x15.4x0.8x
Thu, 29 Aug 2024JP¥30.5tJP¥39.7tJP¥2.0t11.9x15.5x0.8x
Sat, 27 Jul 2024JP¥29.5tJP¥39.4tJP¥2.1t12x14.1x0.7x
Mon, 24 Jun 2024JP¥28.8tJP¥39.3tJP¥2.1t12.1x13.8x0.7x
Wed, 22 May 2024JP¥29.2tJP¥39.3tJP¥2.1t12.3x14.1x0.7x
Fri, 19 Apr 2024JP¥28.4tJP¥39.2tJP¥1.9t12x14.8x0.7x
Sun, 17 Mar 2024JP¥28.8tJP¥39.2tJP¥1.9t11.7x15x0.7x
Tue, 13 Feb 2024JP¥30.2tJP¥38.3tJP¥1.8t11.3x16.6x0.8x
Thu, 11 Jan 2024JP¥30.2tJP¥38.6tJP¥1.8t11x16.9x0.8x
Sat, 09 Dec 2023JP¥28.1tJP¥38.5tJP¥1.8t10.5x15.8x0.7x
Mon, 06 Nov 2023JP¥28.2tJP¥38.2tJP¥1.9t10.2x15.2x0.7x
Wed, 04 Oct 2023JP¥28.4tJP¥38.2tJP¥1.8t10.3x15.4x0.7x
Fri, 01 Sep 2023JP¥28.4tJP¥38.1tJP¥1.8t9.8x15.4x0.7x
Sun, 30 Jul 2023JP¥29.4tJP¥37.2tJP¥1.8t10.2x16.6x0.8x
Tue, 27 Jun 2023JP¥29.2tJP¥37.2tJP¥1.8t10.4x16.6x0.8x
Thu, 25 May 2023JP¥28.7tJP¥37.2tJP¥1.8t9.8x16.2x0.8x
Sat, 22 Apr 2023JP¥27.0tJP¥35.9tJP¥2.0t10.1x13.8x0.8x
Mon, 20 Mar 2023JP¥25.7tJP¥35.9tJP¥2.0t9.6x13.1x0.7x
Wed, 15 Feb 2023JP¥25.7tJP¥35.8tJP¥2.0t9.8x13x0.7x
Price to Earnings Ratio

13x


Total Market Cap: JP¥25.7tTotal Earnings: JP¥2.0tTotal Revenue: JP¥35.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.7x202420252026
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 17.4x which is higher than its 3-year average PE of 15.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.82x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 2.5% per year over the last three years.
  • Revenues for these companies have grown 3.0% 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 Market3.36%
Consumer Discretionary5.53%
Consumer Durables3.99%
Homebuilding4.26%
Consumer Electronics3.94%
Household Appliances3.89%
Home Furnishings2.85%
Housewares and Specialties-1.07%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 18.2x.
    • Analysts are expecting annual earnings growth of 11.5%, which is lower than the prior year's growth of 17.1% per year.
  • Investors are most pessimistic about the Homebuilding industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.2x.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 11% over the next 5 years.
  • However this is lower than its past earnings growth rate of 17% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings grow by 4.2% 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
6752 Panasonic HoldingsJP¥2.44k15.3%
+JP¥755.3b
37.5%PE28.1x
6758 Sony GroupJP¥3.51k1.5%
+JP¥299.7b
0.7%PE16.8x
1928 Sekisui HouseJP¥3.62k5.4%
+JP¥119.9b
3.0%PE11.7x
1911 Sumitomo ForestryJP¥1.78k6.5%
+JP¥66.7b
3.2%PE10.7x
1808 HASEKOJP¥3.35k5.8%
+JP¥47.2b
66.9%PE21.8x

Latest News