Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedMar 09, 2026
DataAggregated Company Financials
Companies75
  • 7D-4.7%
  • 3M-7.5%
  • 1Y6.9%
  • YTD-6.0%

Over the last 7 days, the Consumer Durables industry has dropped 4.7%, driven by a pullback from Sony Group of 7.1%. On the other hand Revolution is actually up 10%. This takes the industry's 12 month performance to a gain of 6.9%. 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
Mon, 09 Mar 2026JP¥36.8tJP¥39.2tJP¥2.2t11.7x16.4x0.9x
Wed, 04 Feb 2026JP¥36.1tJP¥39.2tJP¥2.3t11.7x15.7x0.9x
Fri, 02 Jan 2026JP¥38.8tJP¥39.2tJP¥2.3t11.8x16.9x1x
Sun, 30 Nov 2025JP¥41.9tJP¥39.2tJP¥2.3t12x18.2x1.1x
Tue, 28 Oct 2025JP¥40.5tJP¥39.3tJP¥2.3t12x17.5x1x
Thu, 25 Sep 2025JP¥39.4tJP¥39.3tJP¥2.3t11.4x17x1x
Sat, 23 Aug 2025JP¥38.3tJP¥39.2tJP¥2.3t10.9x16.4x1x
Mon, 21 Jul 2025JP¥33.5tJP¥39.5tJP¥2.2t10.7x15x0.8x
Wed, 18 Jun 2025JP¥34.3tJP¥39.2tJP¥2.2t10.6x15.3x0.9x
Fri, 16 May 2025JP¥34.7tJP¥39.3tJP¥2.2t11.6x15.5x0.9x
Sun, 13 Apr 2025JP¥31.6tJP¥40.2tJP¥2.0t11x15.7x0.8x
Tue, 11 Mar 2025JP¥34.4tJP¥40.4tJP¥2.0t11.6x17x0.9x
Thu, 06 Feb 2025JP¥34.8tJP¥39.4tJP¥2.1t11.8x16.7x0.9x
Sat, 04 Jan 2025JP¥34.0tJP¥39.4tJP¥2.1t12.3x16.3x0.9x
Mon, 02 Dec 2024JP¥32.1tJP¥40.4tJP¥2.2t12x14.8x0.8x
Wed, 30 Oct 2024JP¥29.9tJP¥40.1tJP¥2.0t11.4x15.1x0.7x
Fri, 27 Sep 2024JP¥31.5tJP¥40.1tJP¥2.0t12.4x15.8x0.8x
Sun, 25 Aug 2024JP¥29.6tJP¥39.8tJP¥2.0t11.5x15x0.7x
Tue, 23 Jul 2024JP¥31.4tJP¥39.4tJP¥2.1t12.2x15x0.8x
Thu, 20 Jun 2024JP¥28.7tJP¥39.3tJP¥2.1t12.1x13.8x0.7x
Sat, 18 May 2024JP¥29.3tJP¥39.2tJP¥2.1t11.9x14.1x0.7x
Mon, 15 Apr 2024JP¥29.1tJP¥39.2tJP¥1.9t11.9x15.2x0.7x
Wed, 13 Mar 2024JP¥28.6tJP¥39.2tJP¥1.9t11.2x14.9x0.7x
Fri, 09 Feb 2024JP¥30.4tJP¥38.3tJP¥1.8t10.4x16.6x0.8x
Sun, 07 Jan 2024JP¥29.1tJP¥38.6tJP¥1.8t10.9x16.4x0.8x
Tue, 05 Dec 2023JP¥28.1tJP¥38.5tJP¥1.8t10.5x15.8x0.7x
Thu, 02 Nov 2023JP¥28.1tJP¥38.2tJP¥1.9t10.2x15.1x0.7x
Sat, 30 Sep 2023JP¥28.5tJP¥38.2tJP¥1.8t10.5x15.5x0.7x
Mon, 28 Aug 2023JP¥27.8tJP¥38.1tJP¥1.8t9.5x15.1x0.7x
Wed, 26 Jul 2023JP¥29.8tJP¥37.2tJP¥1.8t10.3x16.9x0.8x
Fri, 23 Jun 2023JP¥29.7tJP¥37.2tJP¥1.8t10.4x16.9x0.8x
Sun, 21 May 2023JP¥29.4tJP¥37.2tJP¥1.8t9.7x16.6x0.8x
Tue, 18 Apr 2023JP¥26.8tJP¥35.9tJP¥2.0t10x13.7x0.7x
Thu, 16 Mar 2023JP¥25.4tJP¥35.9tJP¥2.0t9.7x12.9x0.7x
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 0.82x.
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-5.40%
Consumer Discretionary-5.90%
Consumer Durables-4.66%
Housewares and Specialties-1.73%
Home Furnishings-3.14%
Household Appliances-3.74%
Consumer Electronics-4.05%
Homebuilding-7.18%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 18.3x.
    • Analysts are expecting annual earnings growth of 11.8%, 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 10.3x.
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 Household Appliances industry is expected to see its earnings grow by 3.7% 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
8894 RevolutionJP¥52.008.3%
+JP¥588.5m		-72.8%PS0.2x
5951 DainichiJP¥1.05k0.6%
+JP¥97.1m		59.2%PE10.2x
1444 NissouLtdJP¥2.78k1.6%
+JP¥47.8m		9.0%PE15.7x
5969 LobtexJP¥1.31k0.8%
+JP¥18.7m		3.6%PS0.4x

Latest News

1928
JP¥3,583.00
Sekisui House
7D
-6.0%
1Y
6.8%
6758
JP¥3,346.00
Sony Group
7D
-6.9%
1Y
-3.2%

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.
3288
JP¥10,335.00
Open House Group
7D
-9.9%
1Y
80.1%
6752
JP¥2,428.50
Panasonic Holdings
7D
-6.3%
1Y
35.7%
8894
JP¥52.00
Revolution
7D
8.3%
1Y
-72.8%
1911
JP¥1,490.00
Sumitomo Forestry
7D
-10.9%
1Y
-4.9%
5969
JP¥1,308.00
Lobtex
7D
0.8%
1Y
3.6%
5947
JP¥3,813.00
Rinnai
7D
-8.4%
1Y
9.8%

Rinnai Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Feb 14
Rinnai Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
1808
JP¥3,093.00
HASEKO
7D
-7.9%
1Y
58.9%
3291
JP¥2,471.00
Iida Group Holdings
7D
-9.7%
1Y
7.2%
5951
JP¥1,052.00
Dainichi
7D
0.6%
1Y
59.2%
1444
JP¥2,784.00
NissouLtd
7D
1.6%
1Y
9.0%

NissouLtd (TSE:1444) Will Be Hoping To Turn Its Returns On Capital Around

Jan 30
NissouLtd (TSE:1444) Will Be Hoping To Turn Its Returns On Capital Around