Estimating The Fair Value Of Tama Home Co., Ltd. (TSE:1419)
Jul 15
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Japanese (NIKKEI) Consumer Durables Industry Analysis
UpdatedJul 15, 2025
DataAggregated Company Financials
Companies76
- 7D-1.6%
- 3M4.6%
- 1Y9.8%
- YTD2.1%
Over the last 7 days, the Consumer Durables industry has dropped 1.8%, driven by a pullback from Sony Group of 2.6%. On the other hand Sumitomo Forestry is actually up 5.1%. This takes the industry's 12 month performance to a gain of 10%. As for the next few years, earnings are expected to grow by 6.4% 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 |
|---|---|---|---|---|---|---|
| Tue, 15 Jul 2025 | JP¥33.8t | JP¥39.5t | JP¥2.2t | 10.8x | 15.1x | 0.9x |
| Thu, 12 Jun 2025 | JP¥34.5t | JP¥39.1t | JP¥2.2t | 10.8x | 15.4x | 0.9x |
| Sat, 10 May 2025 | JP¥34.6t | JP¥40.4t | JP¥2.0t | 11.7x | 17.2x | 0.9x |
| Mon, 07 Apr 2025 | JP¥32.2t | JP¥40.2t | JP¥2.0t | 10.8x | 16x | 0.8x |
| Wed, 05 Mar 2025 | JP¥35.4t | JP¥40.1t | JP¥2.0t | 11.8x | 17.4x | 0.9x |
| Fri, 31 Jan 2025 | JP¥34.3t | JP¥39.4t | JP¥2.1t | 11.8x | 16.4x | 0.9x |
| Sun, 29 Dec 2024 | JP¥34.3t | JP¥39.4t | JP¥2.1t | 12.2x | 16.4x | 0.9x |
| Tue, 26 Nov 2024 | JP¥32.1t | JP¥40.4t | JP¥2.2t | 12.2x | 14.8x | 0.8x |
| Thu, 24 Oct 2024 | JP¥29.7t | JP¥40.1t | JP¥2.0t | 11.4x | 14.9x | 0.7x |
| Sat, 21 Sep 2024 | JP¥30.0t | JP¥40.1t | JP¥2.0t | 11.8x | 15x | 0.7x |
| Mon, 19 Aug 2024 | JP¥29.1t | JP¥39.7t | JP¥2.0t | 11.2x | 14.7x | 0.7x |
| Wed, 17 Jul 2024 | JP¥32.1t | JP¥39.4t | JP¥2.1t | 12.1x | 15.4x | 0.8x |
| Fri, 14 Jun 2024 | JP¥29.4t | JP¥39.3t | JP¥2.1t | 12x | 14.1x | 0.7x |
| Sun, 12 May 2024 | JP¥27.8t | JP¥39.4t | JP¥1.9t | 12.2x | 14.9x | 0.7x |
| Tue, 09 Apr 2024 | JP¥28.9t | JP¥39.2t | JP¥1.9t | 11.9x | 15x | 0.7x |
| Thu, 07 Mar 2024 | JP¥28.9t | JP¥39.1t | JP¥1.9t | 11.6x | 15.3x | 0.7x |
| Sat, 03 Feb 2024 | JP¥30.8t | JP¥38.5t | JP¥1.8t | 11.1x | 17.3x | 0.8x |
| Mon, 01 Jan 2024 | JP¥29.1t | JP¥38.6t | JP¥1.8t | 10.7x | 16.4x | 0.8x |
| Wed, 29 Nov 2023 | JP¥28.7t | JP¥38.5t | JP¥1.8t | 10.5x | 16.1x | 0.7x |
| Fri, 27 Oct 2023 | JP¥27.4t | JP¥38.2t | JP¥1.8t | 10x | 14.9x | 0.7x |
| Sun, 24 Sep 2023 | JP¥28.8t | JP¥38.2t | JP¥1.8t | 9.9x | 15.6x | 0.8x |
| Tue, 22 Aug 2023 | JP¥27.7t | JP¥38.1t | JP¥1.8t | 9.5x | 15x | 0.7x |
| Thu, 20 Jul 2023 | JP¥29.7t | JP¥37.2t | JP¥1.8t | 10.4x | 16.9x | 0.8x |
| Sat, 17 Jun 2023 | JP¥29.9t | JP¥37.2t | JP¥1.8t | 10x | 17x | 0.8x |
| Mon, 15 May 2023 | JP¥28.1t | JP¥37.1t | JP¥2.0t | 10.2x | 13.9x | 0.8x |
| Wed, 12 Apr 2023 | JP¥26.1t | JP¥35.9t | JP¥2.0t | 9.7x | 13.3x | 0.7x |
| Fri, 10 Mar 2023 | JP¥26.7t | JP¥35.9t | JP¥2.0t | 10x | 13.5x | 0.7x |
| Sun, 05 Feb 2023 | JP¥26.2t | JP¥35.6t | JP¥2.0t | 10.1x | 12.9x | 0.7x |
| Tue, 03 Jan 2023 | JP¥23.1t | JP¥34.9t | JP¥2.0t | 9.4x | 11.4x | 0.7x |
| Thu, 01 Dec 2022 | JP¥25.5t | JP¥34.8t | JP¥2.0t | 9.2x | 12.6x | 0.7x |
| Sat, 29 Oct 2022 | JP¥22.8t | JP¥33.8t | JP¥2.0t | 9x | 11.2x | 0.7x |
| Mon, 26 Sep 2022 | JP¥23.4t | JP¥33.7t | JP¥2.0t | 9x | 11.7x | 0.7x |
| Wed, 24 Aug 2022 | JP¥25.5t | JP¥33.6t | JP¥2.0t | 9.1x | 12.8x | 0.8x |
| Fri, 22 Jul 2022 | JP¥26.0t | JP¥33.2t | JP¥2.0t | 8.6x | 13.1x | 0.8x |
Price to Earnings Ratio
13.1x
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 14.8x.
- The industry is trading close to its 3-year average PS ratio of 0.77x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 4.2% per year over the last three years.
- Revenues for these companies have grown 5.9% 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 | 0.38% | |
| Consumer Discretionary | 0.20% | |
| Consumer Durables | -1.63% | |
| Housewares and Specialties | 2.70% | |
| Household Appliances | 1.97% | |
| Homebuilding | 1.77% | |
| Home Furnishings | 0.80% | |
| Consumer Electronics | -2.54% | |
Industry PE
- Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 23.6x.
- Analysts are expecting annual earnings growth of 21.1%, which is higher than its past year's earnings growth of 7.8% per year.
- Investors are most pessimistic about the Homebuilding industry, which is trading close to its 3-year average of 9.6x.
Forecasted Growth
- Analysts are most optimistic on the Household Appliances industry, expecting annual earnings growth of 21% over the next 5 years.
- This is better than its past earnings growth rate of 7.8% per year.
- In contrast, the Consumer Electronics industry is expected to see its earnings grow by 5.2% 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 | |
|---|---|---|---|---|---|
| 1911 Sumitomo Forestry | JP¥1.48k | 5.1% +JP¥44.5b | -21.6% | PE7.9x | |
| 3288 Open House Group | JP¥6.74k | 2.3% +JP¥17.5b | 24.8% | PE8.8x | |
| 6952 Casio ComputerLtd | JP¥1.16k | 6.5% +JP¥16.2b | -4.8% | PE32.8x | |
| 5947 Rinnai | JP¥3.71k | 1.8% +JP¥9.1b | -0.2% | PE17.5x | |
| 1419 Tama Home | JP¥3.64k | 7.5% +JP¥7.4b | -18.4% | PE71.4x |
