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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies75
  • 7D-1.8%
  • 3M-5.7%
  • 1Y18.7%
  • YTD-3.0%

Over the last 7 days, the Consumer Durables industry has dropped 1.8%, driven by Sony Group declining 3.7%. This takes the industry's 12 month performance to a gain of 19%. As for the next few years, earnings are expected to grow by 7.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 Jan 2026JP¥38.0tJP¥39.2tJP¥2.3t12x16.5x1x
Tue, 09 Dec 2025JP¥39.9tJP¥39.2tJP¥2.3t11.5x17.3x1x
Thu, 06 Nov 2025JP¥38.7tJP¥39.1tJP¥2.3t11.8x17.1x1x
Sat, 04 Oct 2025JP¥38.5tJP¥39.3tJP¥2.3t11.4x16.6x1x
Mon, 01 Sep 2025JP¥37.5tJP¥39.2tJP¥2.3t10.9x16x1x
Wed, 30 Jul 2025JP¥34.2tJP¥39.5tJP¥2.2t11x15.2x0.9x
Fri, 27 Jun 2025JP¥34.3tJP¥39.5tJP¥2.2t10.6x15.3x0.9x
Sun, 25 May 2025JP¥34.6tJP¥39.4tJP¥2.3t10.7x15.3x0.9x
Tue, 22 Apr 2025JP¥32.5tJP¥40.2tJP¥2.0t11.5x16.2x0.8x
Thu, 20 Mar 2025JP¥36.0tJP¥40.4tJP¥2.0t11.7x17.7x0.9x
Sat, 15 Feb 2025JP¥36.1tJP¥40.0tJP¥2.1t11.4x17.5x0.9x
Mon, 13 Jan 2025JP¥32.6tJP¥39.3tJP¥2.1t11.7x15.6x0.8x
Wed, 11 Dec 2024JP¥33.4tJP¥39.4tJP¥2.1t11.8x16x0.8x
Fri, 08 Nov 2024JP¥30.6tJP¥40.2tJP¥2.0t11.7x15.1x0.8x
Sun, 06 Oct 2024JP¥31.3tJP¥40.1tJP¥2.0t12x15.7x0.8x
Tue, 03 Sep 2024JP¥30.6tJP¥39.7tJP¥2.0t11.7x15.5x0.8x
Thu, 01 Aug 2024JP¥30.2tJP¥39.4tJP¥2.1t12.2x14.4x0.8x
Sat, 29 Jun 2024JP¥30.0tJP¥39.4tJP¥2.1t12.3x14.4x0.8x
Mon, 27 May 2024JP¥28.8tJP¥39.3tJP¥2.1t12.2x13.9x0.7x
Wed, 24 Apr 2024JP¥28.1tJP¥39.2tJP¥1.9t11.8x14.7x0.7x
Fri, 22 Mar 2024JP¥29.8tJP¥39.2tJP¥1.9t12.2x15.5x0.8x
Sun, 18 Feb 2024JP¥29.3tJP¥39.1tJP¥1.9t11.5x15.5x0.8x
Tue, 16 Jan 2024JP¥31.2tJP¥38.6tJP¥1.8t10.9x17.5x0.8x
Thu, 14 Dec 2023JP¥28.8tJP¥38.5tJP¥1.8t10.7x16.1x0.7x
Sat, 11 Nov 2023JP¥28.4tJP¥38.2tJP¥1.8t10.5x15.9x0.7x
Mon, 09 Oct 2023JP¥27.9tJP¥38.2tJP¥1.8t10.1x15.1x0.7x
Wed, 06 Sep 2023JP¥29.2tJP¥38.1tJP¥1.8t9.8x15.9x0.8x
Fri, 04 Aug 2023JP¥29.2tJP¥37.3tJP¥1.9t9.8x15.2x0.8x
Sun, 02 Jul 2023JP¥29.4tJP¥37.2tJP¥1.8t10.3x16.7x0.8x
Tue, 30 May 2023JP¥28.8tJP¥37.2tJP¥1.8t9.7x16.2x0.8x
Thu, 27 Apr 2023JP¥26.8tJP¥35.9tJP¥2.0t10.2x13.6x0.7x
Sat, 25 Mar 2023JP¥25.5tJP¥35.9tJP¥2.0t9.6x13x0.7x
Mon, 20 Feb 2023JP¥25.5tJP¥35.9tJP¥2.0t9.6x12.9x0.7x
Wed, 18 Jan 2023JP¥24.6tJP¥34.9tJP¥2.0t9.5x12.1x0.7x
Price to Earnings Ratio

12.1x


Total Market Cap: JP¥24.6tTotal Earnings: JP¥2.0tTotal Revenue: JP¥34.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 15.6x202420252026
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 15.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.81x.
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 3.9% 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 Market2.98%
Consumer Discretionary1.63%
Consumer Durables-1.84%
Household Appliances1.92%
Home Furnishings1.02%
Homebuilding0.95%
Housewares and Specialties-0.48%
Consumer Electronics-2.61%
Industry PE
  • Investors are most optimistic about the Household Appliances industry even though it's trading below its 3-year average PE ratio of 23.0x.
    • Analysts are expecting annual earnings growth of 6.1%, which is higher than its past year's earnings decline of 9.8% 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 10.1x.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 8.9% over the next 5 years.
  • However this is lower than its past earnings growth rate of 17% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings grow by 4.2% 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¥2.04k0.8%
+JP¥38.5b		30.4%PE14.9x
3288 Open House GroupJP¥9.44k2.6%
+JP¥27.1b		82.8%PE10.5x
1808 HASEKOJP¥3.19k2.6%
+JP¥20.5b		60.4%PE20.8x
6753 SharpJP¥793.402.9%
+JP¥14.7b		-15.6%PE8.8x
7731 NikonJP¥1.79k2.5%
+JP¥14.3b		7.9%PE69.1x

Latest News

6752
JP¥2,040.00
Panasonic Holdings
7D
0.8%
1Y
30.4%

6752: Weaker Earnings Guidance And Indian Expansion Plans Will Pressure Future Returns

Analysts have kept their fair value estimate for Panasonic Holdings steady at ¥1,600, citing only modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions rather than a shift in their overall view of the shares. What's in the News Panasonic Holdings plans to pursue acquisitions and minority investments to support overseas growth in its Indian business, including expanding wiring devices, lighting and sales coverage in southern India, according to comments at the Panasonic group IR day.
3288
JP¥9,443.00
Open House Group
7D
2.6%
1Y
82.8%

Open House Group's (TSE:3288) Dividend Will Be ¥94.00

Jan 09
Open House Group's (TSE:3288) Dividend Will Be ¥94.00
1419
JP¥3,450.00
Tama Home
7D
-3.6%
1Y
-0.4%

This Analyst Just Downgraded Their Tama Home Co., Ltd. (TSE:1419) EPS Forecasts

Jan 09
This Analyst Just Downgraded Their Tama Home Co., Ltd. (TSE:1419) EPS Forecasts
1808
JP¥3,188.00
HASEKO
7D
2.6%
1Y
60.4%

These 4 Measures Indicate That HASEKO (TSE:1808) Is Using Debt Reasonably Well

Jan 08
These 4 Measures Indicate That HASEKO (TSE:1808) Is Using Debt Reasonably Well
7731
JP¥1,787.50
Nikon
7D
2.5%
1Y
7.9%

7731: Tariff And Segment Weakness Will Weigh On Earnings And Guidance

Analysts have kept their valuation view on Nikon broadly steady, with the updated fair value estimate essentially unchanged at ¥1,582. The revision reflects only marginal tweaks to inputs such as the discount rate, long term revenue growth, profit margin, and future P/E assumptions.
5947
JP¥4,060.00
Rinnai
7D
2.5%
1Y
25.8%

Are Rinnai Corporation (TSE:5947) Investors Paying Above The Intrinsic Value?

Jan 06
Are Rinnai Corporation (TSE:5947) Investors Paying Above The Intrinsic Value?
9663
JP¥6,220.00
NAGAWA
7D
-3.7%
1Y
-2.8%
6758
JP¥3,876.00
Sony Group
7D
-3.7%
1Y
19.8%

6758: Entertainment Subscriptions And Franchises Will Drive Future Earnings Re Rating

Our analyst price target for Sony Group has edged up from ¥5,146.80 to ¥5,191.60 as analysts factor in higher operating profit forecasts tied to renewed growth expectations for PS Plus, sustained music streaming momentum, and the perceived strength of Sony's combined games, anime, and music franchises. Analyst Commentary Bullish analysts are nudging price targets higher for Sony Group, pointing to what they see as improving fundamentals in games, music, and subscription services, along with stronger than expected recent results.
7965
JP¥1,559.00
Zojirushi
7D
-0.4%
1Y
-4.7%
8995
JP¥1,429.00
Makoto Construction CoLtd
7D
-12.3%
1Y
128.6%
6794
JP¥2,682.00
Foster Electric Company
7D
-1.1%
1Y
67.3%
1911
JP¥1,579.00
Sumitomo Forestry
7D
-1.6%
1Y
-4.3%
7989
JP¥1,954.00
Tachikawa
7D
-1.1%
1Y
37.0%
3291
JP¥2,563.00
Iida Group Holdings
7D
1.8%
1Y
15.0%

Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00

Dec 21
Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00
6753
JP¥793.40
Sharp
7D
2.9%
1Y
-15.6%
6632
JP¥1,259.50
JVCKENWOOD
7D
5.0%
1Y
-26.8%

JVCKENWOOD (TSE:6632) Is Increasing Its Dividend To ¥12.00

Dec 02
JVCKENWOOD (TSE:6632) Is Increasing Its Dividend To ¥12.00