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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedAug 23, 2026
DataAggregated Company Financials
Companies73
  • 7D-4.0%
  • 3M10.3%
  • 1Y11.6%
  • YTD8.6%

Over the last 7 days, the Consumer Durables industry has dropped 4.0%, driven by a pullback from Panasonic Holdings of 8.9%. Over the past 12 months, the industry was up 12%. Looking forward, 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
Mon, 24 Aug 2026JP¥42.1tJP¥39.4tJP¥2.1t10.2x19.7x1.1x
Wed, 22 Jul 2026JP¥39.5tJP¥38.8tJP¥2.0t9.5x19.6x1x
Fri, 19 Jun 2026JP¥38.6tJP¥38.8tJP¥2.0t9.6x19.1x1x
Sun, 17 May 2026JP¥38.4tJP¥38.7tJP¥2.0t10x19.6x1x
Tue, 14 Apr 2026JP¥35.9tJP¥39.2tJP¥2.2t11.6x16.1x0.9x
Thu, 12 Mar 2026JP¥36.9tJP¥39.2tJP¥2.2t11.9x16.5x0.9x
Sat, 07 Feb 2026JP¥37.0tJP¥39.1tJP¥2.1t11.7x17.4x0.9x
Mon, 05 Jan 2026JP¥38.8tJP¥39.2tJP¥2.3t11.8x16.9x1x
Wed, 03 Dec 2025JP¥40.6tJP¥39.2tJP¥2.3t11.6x17.7x1x
Fri, 31 Oct 2025JP¥39.2tJP¥39.3tJP¥2.3t11.6x16.9x1x
Sun, 28 Sep 2025JP¥40.0tJP¥39.3tJP¥2.3t11.7x17.3x1x
Tue, 26 Aug 2025JP¥38.1tJP¥39.2tJP¥2.3t10.9x16.3x1x
Thu, 24 Jul 2025JP¥34.8tJP¥39.5tJP¥2.2t10.9x15.5x0.9x
Sat, 21 Jun 2025JP¥33.4tJP¥39.2tJP¥2.2t10.6x14.9x0.9x
Mon, 19 May 2025JP¥34.3tJP¥39.4tJP¥2.2t11x15.3x0.9x
Wed, 16 Apr 2025JP¥32.4tJP¥40.2tJP¥2.0t11x16.1x0.8x
Fri, 14 Mar 2025JP¥34.5tJP¥40.4tJP¥2.0t11.6x17x0.9x
Sun, 09 Feb 2025JP¥34.7tJP¥39.3tJP¥2.0t11.8x17x0.9x
Tue, 07 Jan 2025JP¥33.4tJP¥39.4tJP¥2.1t12x16x0.8x
Thu, 05 Dec 2024JP¥32.1tJP¥39.1tJP¥2.1t11.8x15.4x0.8x
Sat, 02 Nov 2024JP¥29.8tJP¥40.1tJP¥2.0t11.1x15x0.7x
Mon, 30 Sep 2024JP¥31.6tJP¥40.1tJP¥2.0t12.3x15.8x0.8x
Wed, 28 Aug 2024JP¥30.2tJP¥39.8tJP¥2.0t11.6x15.3x0.8x
Fri, 26 Jul 2024JP¥29.8tJP¥39.4tJP¥2.1t12x14.2x0.8x
Sun, 23 Jun 2024JP¥28.8tJP¥39.3tJP¥2.1t12.1x13.8x0.7x
Tue, 21 May 2024JP¥29.4tJP¥39.3tJP¥2.1t12.4x14.2x0.7x
Thu, 18 Apr 2024JP¥28.7tJP¥39.2tJP¥1.9t12.3x15x0.7x
Sat, 16 Mar 2024JP¥28.8tJP¥39.2tJP¥1.9t11.6x15x0.7x
Mon, 12 Feb 2024JP¥30.2tJP¥38.3tJP¥1.8t11.3x16.6x0.8x
Wed, 10 Jan 2024JP¥29.4tJP¥38.6tJP¥1.8t11x16.5x0.8x
Fri, 08 Dec 2023JP¥28.5tJP¥38.5tJP¥1.8t11x16x0.7x
Sun, 05 Nov 2023JP¥28.2tJP¥38.2tJP¥1.9t10.2x15.2x0.7x
Tue, 03 Oct 2023JP¥28.4tJP¥38.2tJP¥1.8t10.4x15.4x0.7x
Thu, 31 Aug 2023JP¥28.2tJP¥38.1tJP¥1.8t9.7x15.3x0.7x
Price to Earnings Ratio

15.3x


Total Market Cap: JP¥28.2tTotal Earnings: JP¥1.8tTotal Revenue: JP¥38.1tTotal 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 19.7x 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 1.1x.
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-2.71%
Consumer Discretionary-1.27%
Consumer Durables-4.03%
Home Furnishings1.09%
Housewares and Specialties0.73%
Homebuilding0.66%
Household Appliances-0.76%
Consumer Electronics-4.99%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 18.9x.
    • Analysts are expecting annual earnings growth of 13.4%, 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
1928 Sekisui HouseJP¥3.47k0.8%
+JP¥17.5b		2.8%PE8.8x
1808 HASEKOJP¥2.86k2.1%
+JP¥15.2b		15.0%PE11.9x
3291 Iida Group HoldingsJP¥2.36k1.6%
+JP¥10.4b		2.8%PE9.3x
1419 Tama HomeJP¥3.10k3.7%
+JP¥3.2b		-15.9%PE74x
1911 Sumitomo ForestryJP¥1.35k0.4%
+JP¥3.1b		-19.2%PE9.8x

Latest News

6952
JP¥2,312.00
Casio ComputerLtd
7D
-5.9%
1Y
93.1%
6758
JP¥3,785.00
Sony Group
7D
-3.2%
1Y
-10.3%
Narrative Update • Aug 18

6758: Imaging Expansion Through TSMC Venture Will Support Stronger Long Term Profile

Analysts have nudged their fair value estimate for Sony Group higher from ¥5,900 to ¥6,030. They point to updated assumptions for stronger revenue growth, a firmer profit margin profile, and a lower P/E multiple in line with recent price target hikes tied to higher FY26 guidance and an improving earnings mix.
6752
JP¥4,303.00
Panasonic Holdings
7D
-8.9%
1Y
178.6%
1911
JP¥1,353.00
Sumitomo Forestry
7D
0.4%
1Y
-19.2%
5947
JP¥3,575.00
Rinnai
7D
-2.1%
1Y
-6.0%
Analysis Article • Aug 09

Rinnai Corporation Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Rinnai Corporation ( TSE:5947 ) just released its quarterly report and things are looking bullish. Rinnai delivered a...
7731
JP¥2,008.00
Nikon
7D
-1.8%
1Y
39.6%
Analysis Article • Aug 08

Nikon Corporation Beat Analyst Profit Forecasts, And Analysts Have New Estimates

It's been a good week for Nikon Corporation ( TSE:7731 ) shareholders, because the company has just released its latest...
6753
JP¥641.00
Sharp
7D
-5.1%
1Y
-24.2%
3291
JP¥2,361.50
Iida Group Holdings
7D
1.6%
1Y
2.8%
7740
JP¥1,382.00
TamronLtd
7D
-3.6%
1Y
38.1%
3288
JP¥8,136.00
Open House Group
7D
-1.3%
1Y
9.2%
1808
JP¥2,856.50
HASEKO
7D
2.1%
1Y
15.0%
8130
JP¥3,180.00
Sangetsu
7D
1.0%
1Y
3.6%
1928
JP¥3,471.00
Sekisui House
7D
0.8%
1Y
2.8%
8877
JP¥5,390.00
Eslead
7D
2.3%
1Y
1.9%
8892
JP¥1,140.00
ES-CON JAPAN
7D
2.6%
1Y
11.9%
1419
JP¥3,095.00
Tama Home
7D
3.7%
1Y
-15.9%