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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedSep 11, 2026
DataAggregated Company Financials
Companies73
  • 7D-3.8%
  • 3M8.6%
  • 1Y6.5%
  • YTD5.1%

Over the last 7 days, the Consumer Durables industry has dropped 5.5%, driven by Sony Group declining 6.5%. This takes the industry's 12 month performance to a gain of 5.2%. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 11 Sep 2026JP¥40.7tJP¥39.4tJP¥2.1t9.8x19x1x
Sun, 09 Aug 2026JP¥41.6tJP¥39.4tJP¥2.1t9.7x19.5x1.1x
Tue, 07 Jul 2026JP¥40.5tJP¥38.8tJP¥2.0t9.7x20.1x1x
Thu, 04 Jun 2026JP¥39.8tJP¥38.8tJP¥2.0t9.7x20.1x1x
Sat, 02 May 2026JP¥35.8tJP¥39.2tJP¥2.2t10.9x16x0.9x
Mon, 30 Mar 2026JP¥35.1tJP¥39.2tJP¥2.2t11.1x15.7x0.9x
Wed, 25 Feb 2026JP¥36.2tJP¥39.1tJP¥2.2t12.2x16.4x0.9x
Fri, 23 Jan 2026JP¥37.4tJP¥39.2tJP¥2.3t11.9x16.2x1x
Sun, 21 Dec 2025JP¥38.3tJP¥39.2tJP¥2.3t11.7x16.6x1x
Tue, 18 Nov 2025JP¥41.0tJP¥39.2tJP¥2.3t11.8x17.9x1x
Thu, 16 Oct 2025JP¥39.5tJP¥39.3tJP¥2.3t11.5x17.1x1x
Sat, 13 Sep 2025JP¥39.1tJP¥39.2tJP¥2.3t11.4x16.8x1x
Mon, 11 Aug 2025JP¥37.0tJP¥39.5tJP¥2.3t10.7x15.9x0.9x
Wed, 09 Jul 2025JP¥34.3tJP¥39.5tJP¥2.2t10.5x15.3x0.9x
Fri, 06 Jun 2025JP¥34.8tJP¥39.0tJP¥2.3t10.8x15.4x0.9x
Sun, 04 May 2025JP¥35.2tJP¥40.4tJP¥2.0t11.7x17.4x0.9x
Tue, 01 Apr 2025JP¥35.8tJP¥40.2tJP¥2.0t11.6x17.8x0.9x
Thu, 27 Feb 2025JP¥36.7tJP¥40.1tJP¥2.0t11.5x18x0.9x
Sat, 25 Jan 2025JP¥32.8tJP¥39.4tJP¥2.1t11.6x15.7x0.8x
Mon, 23 Dec 2024JP¥33.1tJP¥39.4tJP¥2.1t12x15.9x0.8x
Wed, 20 Nov 2024JP¥31.9tJP¥40.4tJP¥2.2t12.3x14.7x0.8x
Fri, 18 Oct 2024JP¥30.6tJP¥40.1tJP¥2.0t11.8x15.4x0.8x
Sun, 15 Sep 2024JP¥29.2tJP¥40.1tJP¥2.0t11.4x14.6x0.7x
Tue, 13 Aug 2024JP¥27.1tJP¥39.6tJP¥2.0t11.2x13.7x0.7x
Thu, 11 Jul 2024JP¥31.4tJP¥39.4tJP¥2.1t12.2x15.1x0.8x
Sat, 08 Jun 2024JP¥29.7tJP¥39.3tJP¥2.1t12x14.3x0.8x
Mon, 06 May 2024JP¥29.3tJP¥39.3tJP¥1.9t12.1x15.3x0.7x
Wed, 03 Apr 2024JP¥29.1tJP¥39.2tJP¥1.9t12x15.2x0.7x
Fri, 01 Mar 2024JP¥28.8tJP¥39.1tJP¥1.9t11.6x15.2x0.7x
Sun, 28 Jan 2024JP¥30.3tJP¥38.5tJP¥1.8t11x17.1x0.8x
Tue, 26 Dec 2023JP¥28.7tJP¥38.6tJP¥1.8t10.5x16.1x0.7x
Thu, 23 Nov 2023JP¥29.1tJP¥38.5tJP¥1.8t10.3x16.4x0.8x
Sat, 21 Oct 2023JP¥28.0tJP¥38.2tJP¥1.8t10x15.2x0.7x
Mon, 18 Sep 2023JP¥30.1tJP¥38.2tJP¥1.8t10x16.3x0.8x
Price to Earnings Ratio

16.3x


Total Market Cap: JP¥30.1tTotal Earnings: JP¥1.8tTotal Revenue: JP¥38.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 16.3x202420252026
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 18.9x which is higher than its 3-year average PE of 16.3x.
  • The 3-year average PS ratio of 0.86x 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 5.1% 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-0.68%
Consumer Discretionary-3.39%
Consumer Durables-3.76%
Housewares and Specialties-0.21%
Home Furnishings-0.73%
Homebuilding-2.51%
Consumer Electronics-4.00%
Household Appliances-4.32%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 19.1x.
    • Analysts are expecting annual earnings growth of 13.3%, which is higher than its past year's earnings decline of 16.6% per year.
  • Investors are most pessimistic about the Homebuilding industry, which is trading below its 3-year average of 10.4x.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 13% over the next 5 years.
  • This is better than its past earnings decline of 17% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings decline by 3.5% 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
6752 Panasonic HoldingsJP¥4.29k2.3%
+JP¥221.8b		177.4%PE39.6x
6753 SharpJP¥669.204.3%
+JP¥18.0b		-21.5%PE18.6x
8995 Makoto Construction CoLtdJP¥2.55k53.0%
+JP¥1.8b		130.6%PE116.5x
1419 Tama HomeJP¥2.88k0.8%
+JP¥666.7m		-22.9%PE68.8x
8892 ES-CON JAPANJP¥1.10k0.5%
+JP¥575.3m		6.3%PE10x

Latest News

6758
JP¥3,640.00
Sony Group
7D
-6.5%
1Y
-14.5%
6752
JP¥4,292.00
Panasonic Holdings
7D
2.3%
1Y
177.4%
Narrative Update • Sep 09

6752: Broadcast And TV Technology Expansion Will Drive Long-Term Upside

Analysts have lifted their price target on Panasonic Holdings to ¥5,500 from ¥5,320, reflecting updated views on its discount rate, revenue growth assumptions, profit margin outlook, and future P/E expectations. What's in the News for Panasonic Holdings Panasonic TV, brought to the U.S. market by partner SKYWORTH USA, announced an expanded 2026 television lineup that grows from two series in 2025 to six series, covering flagship OLED, QD-Mini LED, 4K QLED, lifestyle, and compact smart TVs. The flagship Z95B OLED model introduces a Primary RGB Tandem Panel with four-layer emission architecture, Panasonic's latest AI picture processor, ThermalFlow cooling system, and Game Mode Extreme with up to 144Hz refresh rates plus AMD FreeSync Premium and NVIDIA G-SYNC Compatible support.
6952
JP¥2,061.00
Casio ComputerLtd
7D
-11.8%
1Y
65.2%
1911
JP¥1,254.00
Sumitomo Forestry
7D
-3.9%
1Y
-28.4%
5947
JP¥3,458.00
Rinnai
7D
-4.9%
1Y
-7.2%
7731
JP¥1,721.50
Nikon
7D
-9.3%
1Y
-2.3%
6694
JP¥834.00
Zoom
7D
16.5%
1Y
29.7%
8892
JP¥1,102.00
ES-CON JAPAN
7D
0.5%
1Y
6.3%
8995
JP¥2,548.00
Makoto Construction CoLtd
7D
53.0%
1Y
130.6%
5966
JP¥2,705.00
Kyoto Tool
7D
2.6%
1Y
9.6%
1419
JP¥2,880.00
Tama Home
7D
0.8%
1Y
-22.9%
6753
JP¥669.20
Sharp
7D
4.3%
1Y
-21.5%
3291
JP¥2,232.00
Iida Group Holdings
7D
-4.4%
1Y
-7.3%
3288
JP¥7,526.00
Open House Group
7D
-2.7%
1Y
-3.5%
1808
JP¥2,751.50
HASEKO
7D
-5.3%
1Y
8.6%
1840
JP¥260.00
Tsuchiya Holdings
7D
1.2%
1Y
1.2%