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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedJul 06, 2026
DataAggregated Company Financials
Companies73
  • 7D2.8%
  • 3M11.8%
  • 1Y18.7%
  • YTD3.3%

In the last week, the Consumer Durables industry is up 2.8%, with Sony Group up 5.7%. In the last 12 months, the industry was up 19%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 06 Jul 2026JP¥40.2tJP¥38.8tJP¥2.0t9.6x19.9x1x
Wed, 03 Jun 2026JP¥39.2tJP¥38.8tJP¥2.0t9.7x19.8x1x
Fri, 01 May 2026JP¥35.4tJP¥39.2tJP¥2.2t10.9x15.8x0.9x
Sun, 29 Mar 2026JP¥35.2tJP¥39.2tJP¥2.2t11.1x15.7x0.9x
Tue, 24 Feb 2026JP¥36.6tJP¥39.1tJP¥2.2t12.3x16.6x0.9x
Thu, 22 Jan 2026JP¥37.6tJP¥39.2tJP¥2.3t11.8x16.3x1x
Sat, 20 Dec 2025JP¥38.3tJP¥39.2tJP¥2.3t11.7x16.6x1x
Mon, 17 Nov 2025JP¥42.0tJP¥39.2tJP¥2.3t11.5x18.3x1.1x
Wed, 15 Oct 2025JP¥39.2tJP¥39.3tJP¥2.3t11.4x16.9x1x
Fri, 12 Sep 2025JP¥38.8tJP¥39.2tJP¥2.3t11.4x16.6x1x
Sun, 10 Aug 2025JP¥37.0tJP¥39.5tJP¥2.3t10.7x15.9x0.9x
Tue, 08 Jul 2025JP¥34.4tJP¥39.5tJP¥2.2t10.5x15.3x0.9x
Thu, 05 Jun 2025JP¥35.4tJP¥39.0tJP¥2.3t10.9x15.7x0.9x
Sat, 03 May 2025JP¥35.2tJP¥40.4tJP¥2.0t11.7x17.4x0.9x
Mon, 31 Mar 2025JP¥36.6tJP¥40.2tJP¥2.0t11.8x18.2x0.9x
Wed, 26 Feb 2025JP¥36.4tJP¥40.1tJP¥2.0t11.5x17.9x0.9x
Fri, 24 Jan 2025JP¥33.3tJP¥39.4tJP¥2.1t11.7x15.9x0.8x
Sun, 22 Dec 2024JP¥33.1tJP¥39.4tJP¥2.1t12x15.9x0.8x
Tue, 19 Nov 2024JP¥31.6tJP¥40.4tJP¥2.2t12.3x14.5x0.8x
Thu, 17 Oct 2024JP¥30.6tJP¥40.1tJP¥2.0t11.8x15.3x0.8x
Sat, 14 Sep 2024JP¥29.2tJP¥40.1tJP¥2.0t11.4x14.6x0.7x
Mon, 12 Aug 2024JP¥27.1tJP¥39.6tJP¥2.0t11.2x13.7x0.7x
Wed, 10 Jul 2024JP¥30.3tJP¥39.4tJP¥2.1t12.2x14.5x0.8x
Fri, 07 Jun 2024JP¥30.0tJP¥39.3tJP¥2.1t12x14.4x0.8x
Sun, 05 May 2024JP¥29.3tJP¥39.3tJP¥1.9t12.1x15.3x0.7x
Tue, 02 Apr 2024JP¥29.3tJP¥39.2tJP¥1.9t12x15.3x0.7x
Thu, 29 Feb 2024JP¥28.8tJP¥39.1tJP¥1.9t11.6x15.2x0.7x
Sat, 27 Jan 2024JP¥30.3tJP¥38.5tJP¥1.8t11x17x0.8x
Mon, 25 Dec 2023JP¥28.5tJP¥38.6tJP¥1.8t10.5x16x0.7x
Wed, 22 Nov 2023JP¥28.9tJP¥38.5tJP¥1.8t10.2x16.3x0.8x
Fri, 20 Oct 2023JP¥28.2tJP¥38.2tJP¥1.8t10x15.3x0.7x
Sun, 17 Sep 2023JP¥30.1tJP¥38.2tJP¥1.8t10x16.3x0.8x
Tue, 15 Aug 2023JP¥28.2tJP¥38.1tJP¥1.8t10x15.4x0.7x
Thu, 13 Jul 2023JP¥28.4tJP¥37.2tJP¥1.8t10.3x16.2x0.8x
Price to Earnings Ratio

16.2x


Total Market Cap: JP¥28.4tTotal Earnings: JP¥1.8tTotal Revenue: JP¥37.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 16.1x202420252026
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 19.9x which is higher than its 3-year average PE of 16.1x.
  • The 3-year average PS ratio of 0.85x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 4.8% 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 Market2.11%
Consumer Discretionary1.77%
Consumer Durables2.84%
Consumer Electronics3.32%
Housewares and Specialties1.41%
Home Furnishings1.08%
Homebuilding0.92%
Household Appliances0.082%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 18.7x.
    • Analysts are expecting annual earnings growth of 15.1%, which is higher than its past year's earnings growth of 11.7% per year.
  • 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 15% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • 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¥3.42k3.6%
+JP¥709.0b		-7.2%PE19.6x
6752 Panasonic HoldingsJP¥4.54k3.4%
+JP¥345.6b		205.6%PE55.9x
1928 Sekisui HouseJP¥3.52k4.1%
+JP¥88.8b		10.9%PE8.9x
7731 NikonJP¥2.24k3.9%
+JP¥27.8b		50.2%PS1.1x
1911 Sumitomo ForestryJP¥1.38k1.6%
+JP¥13.5b		-2.6%PE8.2x

Latest News

6753
JP¥638.80
Sharp
7D
0.9%
1Y
-4.4%
7965
JP¥1,421.00
Zojirushi
7D
-0.9%
1Y
-20.0%
6952
JP¥1,885.00
Casio ComputerLtd
7D
-2.3%
1Y
73.0%
Narrative Update • Jul 03

6952: Share Repurchases And Higher Margins Will Support Further Upside

Analysts have raised their price target for Casio Computer from ¥1,900 to ¥2,200, citing updated assumptions for slightly lower discount rates, higher revenue growth, modestly stronger profit margins, and a similar forward P/E profile. What’s in the News for Casio ComputerLtd Casio ComputerLtd scheduled a board meeting for June 26, 2026 to consider disposal of treasury shares as restricted stock compensation and other business matters.
6758
JP¥3,419.00
Sony Group
7D
3.6%
1Y
-7.2%
6752
JP¥4,541.00
Panasonic Holdings
7D
3.4%
1Y
205.6%
Narrative Update • Jul 01

6752: AI Hype And Execution Risks Will Restrain Future Share Performance

Analysts have updated their view on Panasonic Holdings with a new fair value estimate of ¥2,585, citing revised assumptions for growth, profitability and future P/E, even as recent research flags that much of the AI infrastructure theme may already be reflected in the stock. Analyst Commentary on Panasonic Holdings Recent research commentary on Panasonic highlights a cooler tone around the stock, with some bearish analysts questioning how much upside is left now that AI infrastructure themes are widely discussed and, in their view, already reflected in the current valuation.
7731
JP¥2,236.50
Nikon
7D
3.9%
1Y
50.2%
6794
JP¥2,933.00
Foster Electric Company
7D
-0.6%
1Y
93.1%
166A
JP¥1,100.00
TASUKI Holdings
7D
-7.3%
1Y
67.9%
1911
JP¥1,375.00
Sumitomo Forestry
7D
1.6%
1Y
-2.6%
1928
JP¥3,518.00
Sekisui House
7D
4.1%
1Y
10.9%
6632
JP¥1,145.00
JVCKENWOOD
7D
3.8%
1Y
0.1%
7740
JP¥1,148.00
TamronLtd
7D
-0.5%
1Y
31.8%
5951
JP¥1,120.00
Dainichi
7D
-2.3%
1Y
58.9%
3288
JP¥8,589.00
Open House Group
7D
-0.2%
1Y
30.4%
1808
JP¥2,861.00
HASEKO
7D
0.7%
1Y
30.2%
Analysis Article • May 23

Shareholders Can Be Confident That HASEKO's (TSE:1808) Earnings Are High Quality

HASEKO Corporation's ( TSE:1808 ) strong earnings report was rewarded with a positive stock price move. We did some...
9663
JP¥5,030.00
NAGAWA
7D
-1.0%
1Y
-18.2%