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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedNov 20, 2025
DataAggregated Company Financials
Companies75
  • 7D-3.5%
  • 3M5.5%
  • 1Y32.8%
  • YTD22.7%

Over the last 7 days, the Consumer Durables industry has dropped 3.5%, driven by a pullback from Sony Group of 4.5%. On the other hand Open House Group is actually up 7.1%. In the past year, the industry has gained 33%. As for the next few years, earnings are expected to grow by 7.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Nov 2025JP¥39.4tJP¥39.2tJP¥2.3t11.4x17.1x1x
Sun, 19 Oct 2025JP¥39.4tJP¥39.3tJP¥2.3t11.5x17x1x
Tue, 16 Sep 2025JP¥39.1tJP¥39.2tJP¥2.3t11.5x16.8x1x
Thu, 14 Aug 2025JP¥38.0tJP¥39.5tJP¥2.3t10.8x16.4x1x
Sat, 12 Jul 2025JP¥33.9tJP¥39.5tJP¥2.2t10.5x15.1x0.9x
Mon, 09 Jun 2025JP¥35.0tJP¥39.1tJP¥2.2t10.9x15.6x0.9x
Wed, 07 May 2025JP¥35.2tJP¥40.4tJP¥2.0t11.7x17.4x0.9x
Fri, 04 Apr 2025JP¥33.6tJP¥40.2tJP¥2.0t11.2x16.7x0.8x
Sun, 02 Mar 2025JP¥36.2tJP¥40.1tJP¥2.0t11.6x17.8x0.9x
Tue, 28 Jan 2025JP¥33.0tJP¥39.4tJP¥2.1t11.7x15.8x0.8x
Thu, 26 Dec 2024JP¥33.4tJP¥39.4tJP¥2.1t11.7x16x0.8x
Sat, 23 Nov 2024JP¥32.0tJP¥40.3tJP¥2.2t12.3x14.7x0.8x
Mon, 21 Oct 2024JP¥30.2tJP¥40.1tJP¥2.0t11.8x15.2x0.8x
Wed, 18 Sep 2024JP¥28.9tJP¥39.3tJP¥2.0t11.6x14.7x0.7x
Fri, 16 Aug 2024JP¥28.2tJP¥39.6tJP¥2.0t11.1x14.3x0.7x
Sun, 14 Jul 2024JP¥32.2tJP¥39.4tJP¥2.1t12.3x15.4x0.8x
Tue, 11 Jun 2024JP¥29.7tJP¥39.3tJP¥2.1t12x14.3x0.8x
Thu, 09 May 2024JP¥28.1tJP¥39.3tJP¥1.9t12.1x14.6x0.7x
Sat, 06 Apr 2024JP¥28.7tJP¥39.2tJP¥1.9t11.9x15x0.7x
Mon, 04 Mar 2024JP¥29.3tJP¥39.1tJP¥1.9t11.6x15.5x0.7x
Wed, 31 Jan 2024JP¥30.9tJP¥38.5tJP¥1.8t11.1x17.4x0.8x
Fri, 29 Dec 2023JP¥29.1tJP¥38.6tJP¥1.8t10.7x16.3x0.8x
Sun, 26 Nov 2023JP¥28.8tJP¥38.5tJP¥1.8t10.3x16.2x0.7x
Tue, 24 Oct 2023JP¥27.8tJP¥38.2tJP¥1.8t10.1x15.1x0.7x
Thu, 21 Sep 2023JP¥29.4tJP¥38.2tJP¥1.8t9.9x16x0.8x
Sat, 19 Aug 2023JP¥27.7tJP¥38.1tJP¥1.8t9.5x15x0.7x
Mon, 17 Jul 2023JP¥29.0tJP¥37.2tJP¥1.8t10.2x16.5x0.8x
Wed, 14 Jun 2023JP¥30.1tJP¥37.2tJP¥1.8t9.9x17.1x0.8x
Fri, 12 May 2023JP¥27.9tJP¥36.8tJP¥2.0t10.3x14.2x0.8x
Sun, 09 Apr 2023JP¥25.7tJP¥35.9tJP¥2.0t9.6x13.1x0.7x
Tue, 07 Mar 2023JP¥26.2tJP¥35.9tJP¥2.0t10.1x13.3x0.7x
Thu, 02 Feb 2023JP¥25.4tJP¥35.0tJP¥2.0t9.7x12.6x0.7x
Sat, 31 Dec 2022JP¥23.1tJP¥34.9tJP¥2.0t9.4x11.4x0.7x
Mon, 28 Nov 2022JP¥26.1tJP¥34.8tJP¥2.0t9.2x12.9x0.7x
Price to Earnings Ratio

12.9x


Total Market Cap: JP¥26.1tTotal Earnings: JP¥2.0tTotal Revenue: JP¥34.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.4x202320242025
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 17.1x which is higher than its 3-year average PE of 15.4x.
  • The 3-year average PS ratio of 0.80x 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 4.3% per year over the last three years.
  • Revenues for these companies have grown 4.1% 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-2.37%
Consumer Discretionary-3.61%
Consumer Durables-3.45%
Housewares and Specialties2.85%
Home Furnishings-0.29%
Household Appliances-0.34%
Homebuilding-0.98%
Consumer Electronics-4.05%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 17.9x.
    • Analysts are expecting annual earnings growth of 6.7%, which is higher than its past year's earnings growth of 5.4% 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 9.9x.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 8.7% over the next 5 years.
  • However this is lower than its past earnings growth rate of 24% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings grow by 5.9% 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¥8.80k10.1%
+JP¥90.9b
54.0%PE9.8x
5947 RinnaiJP¥3.93k3.4%
+JP¥17.8b
22.6%PE16.2x
1808 HASEKOJP¥2.93k0.6%
+JP¥4.5b
50.7%PE19.8x
3291 Iida Group HoldingsJP¥2.38k0.7%
+JP¥4.4b
4.9%PE12.7x
7874 LECJP¥1.15k8.1%
+JP¥2.8b
-8.6%PE17.9x

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