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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies75
  • 7D4.3%
  • 3M-5.7%
  • 1Y18.9%
  • YTD-6.9%

Over the last 7 days, the Consumer Durables industry has risen 4.3%, driven by gains from Panasonic Holdings of 7.0%. This takes the industry's 12 month performance to a gain of 19%. 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
Wed, 08 Apr 2026JP¥36.3tJP¥39.2tJP¥2.2t11.9x16.2x0.9x
Fri, 06 Mar 2026JP¥36.1tJP¥39.1tJP¥2.2t12x16.4x0.9x
Sun, 01 Feb 2026JP¥35.6tJP¥39.2tJP¥2.3t11.6x15.5x0.9x
Tue, 30 Dec 2025JP¥38.9tJP¥39.2tJP¥2.3t11.9x16.9x1x
Thu, 27 Nov 2025JP¥41.3tJP¥39.2tJP¥2.3t12x18x1.1x
Sat, 25 Oct 2025JP¥40.4tJP¥39.3tJP¥2.3t11.9x17.4x1x
Mon, 22 Sep 2025JP¥39.2tJP¥39.3tJP¥2.3t11.5x16.9x1x
Wed, 20 Aug 2025JP¥38.3tJP¥39.6tJP¥2.3t10.9x16.4x1x
Fri, 18 Jul 2025JP¥34.0tJP¥39.5tJP¥2.2t10.8x15.2x0.9x
Sun, 15 Jun 2025JP¥34.2tJP¥39.2tJP¥2.2t10.7x15.2x0.9x
Tue, 13 May 2025JP¥34.7tJP¥40.2tJP¥2.0t11.7x17x0.9x
Thu, 10 Apr 2025JP¥30.1tJP¥40.2tJP¥2.0t10.4x15x0.7x
Sat, 08 Mar 2025JP¥35.2tJP¥40.4tJP¥2.0t11.7x17.3x0.9x
Mon, 03 Feb 2025JP¥34.2tJP¥39.4tJP¥2.1t11.9x16.3x0.9x
Wed, 01 Jan 2025JP¥34.0tJP¥39.4tJP¥2.1t12.3x16.3x0.9x
Fri, 29 Nov 2024JP¥32.6tJP¥40.4tJP¥2.2t12.3x15x0.8x
Sun, 27 Oct 2024JP¥29.3tJP¥40.0tJP¥2.0t11.1x14.8x0.7x
Tue, 24 Sep 2024JP¥30.0tJP¥40.1tJP¥2.0t11.8x15x0.7x
Thu, 22 Aug 2024JP¥29.2tJP¥39.8tJP¥2.0t11.8x14.8x0.7x
Sat, 20 Jul 2024JP¥31.7tJP¥39.4tJP¥2.1t12.3x15.1x0.8x
Mon, 17 Jun 2024JP¥29.3tJP¥39.3tJP¥2.1t12.3x14x0.7x
Wed, 15 May 2024JP¥28.1tJP¥39.4tJP¥1.9t12.5x15.1x0.7x
Fri, 12 Apr 2024JP¥28.7tJP¥39.2tJP¥1.9t12.7x15x0.7x
Sun, 10 Mar 2024JP¥28.9tJP¥39.2tJP¥1.9t11.5x15.1x0.7x
Tue, 06 Feb 2024JP¥30.9tJP¥38.4tJP¥1.8t11.1x17x0.8x
Thu, 04 Jan 2024JP¥29.1tJP¥38.6tJP¥1.8t10.7x16.4x0.8x
Sat, 02 Dec 2023JP¥28.4tJP¥38.5tJP¥1.8t10.6x16x0.7x
Mon, 30 Oct 2023JP¥27.4tJP¥38.2tJP¥1.8t10x14.9x0.7x
Wed, 27 Sep 2023JP¥28.9tJP¥38.2tJP¥1.8t10.6x15.7x0.8x
Fri, 25 Aug 2023JP¥28.1tJP¥38.1tJP¥1.8t9.5x15.3x0.7x
Sun, 23 Jul 2023JP¥29.5tJP¥37.2tJP¥1.8t10.1x16.8x0.8x
Tue, 20 Jun 2023JP¥29.9tJP¥37.2tJP¥1.8t10.2x17x0.8x
Thu, 18 May 2023JP¥28.4tJP¥37.2tJP¥1.8t9.4x16x0.8x
Sat, 15 Apr 2023JP¥26.6tJP¥35.9tJP¥2.0t9.8x13.5x0.7x
Price to Earnings Ratio

13.5x


Total Market Cap: JP¥26.6tTotal Earnings: JP¥2.0tTotal Revenue: JP¥35.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.9x202420252026
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 15.9x.
  • 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 4.3% 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 Market4.32%
Consumer Discretionary3.23%
Consumer Durables4.35%
Consumer Electronics4.97%
Homebuilding2.49%
Household Appliances1.46%
Housewares and Specialties1.16%
Home Furnishings0.03%
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 11.4%, 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 11% 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
6752 Panasonic HoldingsJP¥2.96k6.5%
+JP¥423.7b		112.9%PE34x
6758 Sony GroupJP¥3.39k0.5%
+JP¥94.5b		9.0%PE16.1x
6952 Casio ComputerLtdJP¥1.66k14.3%
+JP¥46.9b		59.0%PE19.4x
1928 Sekisui HouseJP¥3.63k1.3%
+JP¥29.2b		18.0%PE10.1x
3288 Open House GroupJP¥10.44k2.2%
+JP¥24.6b		77.1%PE11.1x

Latest News

6952
JP¥1,656.00
Casio ComputerLtd
7D
13.9%
1Y
58.4%
6752
JP¥2,968.00
Panasonic Holdings
7D
7.0%
1Y
113.8%

6752: Higher Restructuring Costs And Lower Margins Will Suppress Future Share Returns

Analysts have raised their price target on Panasonic Holdings from approximately ¥1,721 to about ¥1,984, citing updated assumptions for modest positive revenue growth, a slightly higher discount rate, a somewhat lower profit margin, and a higher future P/E multiple. What's in the News Board meeting scheduled for March 31, 2026, with an agenda item to consider a change of Representative Director, which investors often watch closely for potential leadership shifts (Key Developments).
6758
JP¥3,388.00
Sony Group
7D
0.5%
1Y
9.0%

6758: Content And Gaming Portfolio Will Counter Rising AI Memory And Music Risks

Narrative Update on Sony Group The updated analyst price target for Sony Group reflects a modest fair value revision to ¥4,903.91, with analysts pointing to rising AI driven memory costs that could pressure PS5 hardware margins, as well as growing questions around AI related risks to the music business, as key factors in their reassessment. Analyst Commentary Recent research on Sony Group highlights a mix of concerns around hardware profitability and long term risks to the music business as AI adoption accelerates.
2721
JP¥125.00
J-Holdings
7D
-6.7%
1Y
-32.1%
3291
JP¥2,486.00
Iida Group Holdings
7D
2.6%
1Y
17.3%
3467
JP¥2,561.00
Agratio urban design
7D
-0.4%
1Y
63.0%

Here's Why We Think Agratio urban design (TSE:3467) Might Deserve Your Attention Today

Apr 02
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8869
JP¥981.00
Meiwa Estate
7D
-1.2%
1Y
15.0%
8995
JP¥1,120.00
Makoto Construction CoLtd
7D
-2.6%
1Y
99.6%
3288
JP¥10,465.00
Open House Group
7D
2.4%
1Y
77.6%
8130
JP¥3,080.00
Sangetsu
7D
-0.8%
1Y
11.1%
1420
JP¥664.00
Sanyo Homes
7D
-2.1%
1Y
4.2%
6753
JP¥629.80
Sharp
7D
4.0%
1Y
-13.0%
1911
JP¥1,460.50
Sumitomo Forestry
7D
1.8%
1Y
15.9%
1928
JP¥3,624.00
Sekisui House
7D
1.2%
1Y
17.9%
8894
JP¥50.00
Revolution
7D
-2.0%
1Y
-20.6%
6612
JP¥610.00
BALMUDA
7D
-1.3%
1Y
-25.4%