Analysis Article • May 14
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Japanese (NIKKEI) Consumer Durables Industry Analysis
UpdatedMay 15, 2026
DataAggregated Company Financials
Companies75
- 7D5.4%
- 3M1.0%
- 1Y11.2%
- YTD-2.9%
In the last week, the Consumer Durables industry is up 5.4%, with Sony Group up 16%. Meanwhile, Rinnai actually underperformed within the industry, shrinking 5.2% in the last week. This means that the industry has gained 11% over the past year. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 16 May 2026 | JP¥37.8t | JP¥38.7t | JP¥2.0t | 10.4x | 19.3x | 1x |
| Mon, 13 Apr 2026 | JP¥36.5t | JP¥39.2t | JP¥2.2t | 11.9x | 16.3x | 0.9x |
| Wed, 11 Mar 2026 | JP¥36.2t | JP¥39.2t | JP¥2.2t | 11.8x | 16.2x | 0.9x |
| Fri, 06 Feb 2026 | JP¥35.9t | JP¥39.1t | JP¥2.2t | 11.9x | 16.4x | 0.9x |
| Sun, 04 Jan 2026 | JP¥38.8t | JP¥39.2t | JP¥2.3t | 11.8x | 16.9x | 1x |
| Tue, 02 Dec 2025 | JP¥40.6t | JP¥39.2t | JP¥2.3t | 11.8x | 17.7x | 1x |
| Thu, 30 Oct 2025 | JP¥39.7t | JP¥39.3t | JP¥2.3t | 11.9x | 17.1x | 1x |
| Sat, 27 Sep 2025 | JP¥40.0t | JP¥39.3t | JP¥2.3t | 11.7x | 17.3x | 1x |
| Mon, 25 Aug 2025 | JP¥38.3t | JP¥39.2t | JP¥2.3t | 10.9x | 16.4x | 1x |
| Wed, 23 Jul 2025 | JP¥33.3t | JP¥39.5t | JP¥2.2t | 10.8x | 14.9x | 0.8x |
| Fri, 20 Jun 2025 | JP¥34.0t | JP¥39.2t | JP¥2.2t | 10.6x | 15.1x | 0.9x |
| Sun, 18 May 2025 | JP¥34.3t | JP¥39.4t | JP¥2.2t | 11.4x | 15.3x | 0.9x |
| Tue, 15 Apr 2025 | JP¥31.9t | JP¥40.2t | JP¥2.0t | 10.8x | 15.9x | 0.8x |
| Thu, 13 Mar 2025 | JP¥34.6t | JP¥40.4t | JP¥2.0t | 11.7x | 17.1x | 0.9x |
| Sat, 08 Feb 2025 | JP¥34.7t | JP¥39.4t | JP¥2.1t | 11.8x | 16.8x | 0.9x |
| Mon, 06 Jan 2025 | JP¥34.0t | JP¥39.4t | JP¥2.1t | 12.3x | 16.3x | 0.9x |
| Wed, 04 Dec 2024 | JP¥31.7t | JP¥39.1t | JP¥2.1t | 11.9x | 15.1x | 0.8x |
| Fri, 01 Nov 2024 | JP¥30.1t | JP¥40.1t | JP¥2.0t | 11.3x | 15.2x | 0.8x |
| Sun, 29 Sep 2024 | JP¥31.6t | JP¥40.1t | JP¥2.0t | 12.3x | 15.8x | 0.8x |
| Tue, 27 Aug 2024 | JP¥29.6t | JP¥39.8t | JP¥2.0t | 11.6x | 15x | 0.7x |
| Thu, 25 Jul 2024 | JP¥30.9t | JP¥39.4t | JP¥2.1t | 12x | 14.8x | 0.8x |
| Sat, 22 Jun 2024 | JP¥28.8t | JP¥39.3t | JP¥2.1t | 12.1x | 13.8x | 0.7x |
| Mon, 20 May 2024 | JP¥29.3t | JP¥39.3t | JP¥2.1t | 12.4x | 14.1x | 0.7x |
| Wed, 17 Apr 2024 | JP¥28.9t | JP¥39.2t | JP¥1.9t | 12.4x | 15.1x | 0.7x |
| Fri, 15 Mar 2024 | JP¥28.8t | JP¥39.2t | JP¥1.9t | 11.6x | 15x | 0.7x |
| Sun, 11 Feb 2024 | JP¥30.2t | JP¥38.3t | JP¥1.8t | 11.3x | 16.6x | 0.8x |
| Tue, 09 Jan 2024 | JP¥29.1t | JP¥38.6t | JP¥1.8t | 10.9x | 16.4x | 0.8x |
| Thu, 07 Dec 2023 | JP¥28.9t | JP¥38.5t | JP¥1.8t | 11x | 16.3x | 0.8x |
| Sat, 04 Nov 2023 | JP¥28.2t | JP¥38.2t | JP¥1.8t | 10.2x | 15.2x | 0.7x |
| Mon, 02 Oct 2023 | JP¥28.5t | JP¥38.2t | JP¥1.8t | 10.5x | 15.5x | 0.7x |
| Wed, 30 Aug 2023 | JP¥28.1t | JP¥38.1t | JP¥1.8t | 9.8x | 15.3x | 0.7x |
| Fri, 28 Jul 2023 | JP¥29.8t | JP¥37.2t | JP¥1.8t | 10.3x | 17x | 0.8x |
| Sun, 25 Jun 2023 | JP¥29.2t | JP¥37.2t | JP¥1.8t | 10.4x | 16.6x | 0.8x |
| Tue, 23 May 2023 | JP¥29.4t | JP¥37.2t | JP¥1.8t | 9.9x | 16.6x | 0.8x |
Price to Earnings Ratio
16.6x
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 19.3x which is higher than its 3-year average PE of 16.0x.
- The industry is trading close to its 3-year average PS ratio of 0.84x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 3.3% 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 Market | 0.85% | |
| Consumer Discretionary | 1.66% | |
| Consumer Durables | 5.44% | |
| Consumer Electronics | 7.48% | |
| Home Furnishings | -1.00% | |
| Homebuilding | -1.54% | |
| Housewares and Specialties | -3.66% | |
| Household Appliances | -4.61% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 18.5x.
- Analysts are expecting annual earnings growth of 15.5%, which is higher than its past year's earnings growth of 10.9% per year.
- Investors are most pessimistic about the Homebuilding industry, which is trading close to its 3-year average of 10.5x.
Forecasted Growth
- Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 16% over the next 5 years.
- This is better than its past earnings growth rate of 11% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6758 Sony Group | JP¥3.58k | 14.8% +JP¥2.7t | -0.7% | PE20.5x | |
| 7731 Nikon | JP¥2.27k | 20.5% +JP¥126.8b | 58.4% | PS1.1x | |
| 6753 Sharp | JP¥603.90 | 7.0% +JP¥25.7b | -21.2% | PE8.3x | |
| 3465 Ki-Star Real EstateLtd | JP¥3.50k | 13.5% +JP¥12.9b | 35.9% | PE7.9x | |
| 6632 JVCKENWOOD | JP¥1.16k | 5.9% +JP¥9.3b | -6.7% | PE9.9x |