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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedFeb 18, 2026
DataAggregated Company Financials
Companies75
  • 7D-2.2%
  • 3M-5.8%
  • 1Y3.1%
  • YTD-5.4%

Over the last 7 days, the Consumer Durables industry has dropped 2.2%, driven by pullbacks in Sony Group and Panasonic Holdings of 2.1% and 6.6%, respectively. Meanwhile, Open House Group actually outperformed within the industry, gaining 20% in the last week. This takes the industry's 12 month performance to a gain of 3.1%. Earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Feb 2026JP¥37.0tJP¥39.1tJP¥2.2t12.2x16.8x0.9x
Fri, 16 Jan 2026JP¥38.8tJP¥39.2tJP¥2.3t12x16.9x1x
Sun, 14 Dec 2025JP¥40.0tJP¥39.2tJP¥2.3t11.6x17.4x1x
Tue, 11 Nov 2025JP¥39.2tJP¥39.1tJP¥2.3t11.8x17.3x1x
Thu, 09 Oct 2025JP¥40.8tJP¥39.3tJP¥2.3t11.5x17.6x1x
Sat, 06 Sep 2025JP¥37.8tJP¥39.2tJP¥2.3t11.3x16.2x1x
Mon, 04 Aug 2025JP¥34.8tJP¥39.4tJP¥2.2t11x15.5x0.9x
Wed, 02 Jul 2025JP¥34.9tJP¥39.5tJP¥2.2t10.7x15.6x0.9x
Fri, 30 May 2025JP¥36.6tJP¥39.4tJP¥2.3t10.9x16.2x0.9x
Sun, 27 Apr 2025JP¥33.8tJP¥40.3tJP¥2.0t11.4x16.7x0.8x
Tue, 25 Mar 2025JP¥36.4tJP¥40.4tJP¥2.0t11.8x17.9x0.9x
Thu, 20 Feb 2025JP¥36.6tJP¥40.1tJP¥2.0t11.5x18x0.9x
Sat, 18 Jan 2025JP¥32.5tJP¥39.4tJP¥2.1t11.3x15.5x0.8x
Mon, 16 Dec 2024JP¥33.7tJP¥39.4tJP¥2.1t11.6x16.1x0.9x
Wed, 13 Nov 2024JP¥31.8tJP¥40.3tJP¥2.2t12x14.8x0.8x
Fri, 11 Oct 2024JP¥31.7tJP¥40.1tJP¥2.0t11.8x15.9x0.8x
Sun, 08 Sep 2024JP¥29.5tJP¥39.7tJP¥2.0t11.6x14.9x0.7x
Tue, 06 Aug 2024JP¥24.7tJP¥39.5tJP¥2.0t10.3x12.5x0.6x
Thu, 04 Jul 2024JP¥30.2tJP¥39.4tJP¥2.1t12.2x14.5x0.8x
Sat, 01 Jun 2024JP¥29.2tJP¥39.3tJP¥2.1t12.1x14.1x0.7x
Mon, 29 Apr 2024JP¥28.5tJP¥39.2tJP¥1.9t12x14.9x0.7x
Wed, 27 Mar 2024JP¥29.3tJP¥39.2tJP¥1.9t12x15.3x0.7x
Fri, 23 Feb 2024JP¥29.3tJP¥39.1tJP¥1.9t11.4x15.5x0.7x
Sun, 21 Jan 2024JP¥31.0tJP¥38.6tJP¥1.8t11x17.4x0.8x
Tue, 19 Dec 2023JP¥28.5tJP¥38.6tJP¥1.8t10.7x16x0.7x
Thu, 16 Nov 2023JP¥28.9tJP¥38.4tJP¥1.8t10.5x16.3x0.8x
Sat, 14 Oct 2023JP¥28.8tJP¥38.2tJP¥1.8t10.1x15.6x0.8x
Mon, 11 Sep 2023JP¥28.8tJP¥38.2tJP¥1.8t9.7x15.6x0.8x
Wed, 09 Aug 2023JP¥29.3tJP¥37.3tJP¥1.9t10.1x15.5x0.8x
Fri, 07 Jul 2023JP¥29.6tJP¥37.2tJP¥1.8t10.3x16.9x0.8x
Sun, 04 Jun 2023JP¥29.1tJP¥37.2tJP¥1.8t9.6x16.4x0.8x
Tue, 02 May 2023JP¥27.6tJP¥36.8tJP¥2.0t9.9x14x0.8x
Thu, 30 Mar 2023JP¥25.7tJP¥35.9tJP¥2.0t9.7x13x0.7x
Sat, 25 Feb 2023JP¥25.3tJP¥35.9tJP¥2.0t9.8x12.8x0.7x
Price to Earnings Ratio

12.8x


Total Market Cap: JP¥25.3tTotal Earnings: JP¥2.0tTotal Revenue: JP¥35.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.7x202420252026
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 15.7x.
  • 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 3.8% 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-1.91%
Consumer Discretionary-0.42%
Consumer Durables-2.19%
Housewares and Specialties10.50%
Homebuilding1.52%
Home Furnishings0.23%
Household Appliances-2.84%
Consumer Electronics-3.14%
Industry PE
  • Investors are most optimistic about the Household Appliances industry even though it's trading below its 3-year average PE ratio of 22.8x.
    • Analysts are expecting annual earnings growth of 4.3%, which is higher than its past year's earnings decline of 15.5% per year.
  • Investors are most pessimistic about the Homebuilding industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.3x.
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 Household Appliances industry is expected to see its earnings grow by 4.3% 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
3288 Open House GroupJP¥11.58k21.3%
+JP¥227.7b		117.3%PE12.3x
1928 Sekisui HouseJP¥3.79k2.4%
+JP¥56.4b		9.5%PE12.3x
3465 Ki-Star Real EstateLtdJP¥8.07k21.5%
+JP¥22.2b		73.7%PE9.1x
1911 Sumitomo ForestryJP¥1.80k1.3%
+JP¥13.6b		17.9%PE10.3x
5943 NoritzJP¥2.39k9.8%
+JP¥9.7b		42.4%PE32.5x

Latest News

1911
JP¥1,802.50
Sumitomo Forestry
7D
1.3%
1Y
17.9%
6794
JP¥2,977.00
Foster Electric Company
7D
-7.5%
1Y
98.7%

We Think You Should Be Aware Of Some Concerning Factors In Foster Electric Company's (TSE:6794) Earnings

Feb 17
We Think You Should Be Aware Of Some Concerning Factors In Foster Electric Company's (TSE:6794) Earnings
3288
JP¥11,580.00
Open House Group
7D
21.3%
1Y
117.3%
7874
JP¥1,136.00
LEC
7D
8.4%
1Y
-10.5%
8935
JP¥1,884.00
FJ Next Holdings
7D
4.4%
1Y
58.7%
5947
JP¥4,072.00
Rinnai
7D
-5.5%
1Y
22.3%

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
3465
JP¥8,070.00
Ki-Star Real EstateLtd
7D
21.5%
1Y
73.7%
1808
JP¥3,231.00
HASEKO
7D
-7.6%
1Y
59.0%
5943
JP¥2,385.00
Noritz
7D
9.8%
1Y
42.4%

Noritz Corporation's (TSE:5943) 25% Price Boost Is Out Of Tune With Earnings

Feb 13
Noritz Corporation's (TSE:5943) 25% Price Boost Is Out Of Tune With Earnings
6753
JP¥669.50
Sharp
7D
-13.2%
1Y
-31.9%

Sharp Corporation Just Recorded A 107% EPS Beat: Here's What Analysts Are Forecasting Next

Feb 12
Sharp Corporation Just Recorded A 107% EPS Beat: Here's What Analysts Are Forecasting Next
3291
JP¥2,706.50
Iida Group Holdings
7D
-1.2%
1Y
18.2%
6758
JP¥3,477.00
Sony Group
7D
-2.3%
1Y
-7.8%

Sony Group Corporation (TSE:6758) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Feb 09
Sony Group Corporation (TSE:6758) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
6752
JP¥2,466.50
Panasonic Holdings
7D
-2.0%
1Y
33.2%

6752: India Expansion And Group Reform Will Drive Long-Term Upside

Analysts have raised their price target on Panasonic Holdings from ¥2,500 to ¥3,000, citing updated assumptions that include higher projected revenue growth, a slightly lower discount rate, a modestly stronger profit margin and a marginally higher future P/E multiple. What's in the News Panasonic Holdings revised its consolidated earnings guidance for the year ending March 31, 2026, keeping net sales at ¥7,700,000b but lowering expected operating profit to ¥290,000m, net profit attributable to the company to ¥240,000m, and basic EPS to ¥102.80 from ¥320,000m, ¥260,000m, and ¥111.36 respectively (Corporate guidance).
7955
JP¥1,014.00
Cleanup
7D
8.9%
1Y
53.9%
6952
JP¥1,589.50
Casio ComputerLtd
7D
-2.1%
1Y
26.2%
1928
JP¥3,785.00
Sekisui House
7D
2.4%
1Y
9.5%