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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedJul 24, 2026
DataAggregated Company Financials
Companies74
  • 7D-1.4%
  • 3M12.1%
  • 1Y13.5%
  • YTD1.2%

Over the last 7 days, the Consumer Durables industry has dropped 1.4%, driven by pullbacks in Sony Group and Panasonic Holdings of 1.6% and 3.2%, respectively. In the past year, the industry has gained 14%. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 24 Jul 2026JP¥39.2tJP¥38.8tJP¥2.0t9.6x19.4x1x
Sun, 21 Jun 2026JP¥38.3tJP¥38.8tJP¥2.0t9.6x19x1x
Tue, 19 May 2026JP¥38.5tJP¥38.8tJP¥2.0t9.6x19.6x1x
Thu, 16 Apr 2026JP¥36.5tJP¥39.2tJP¥2.2t11.5x16.3x0.9x
Sat, 14 Mar 2026JP¥36.7tJP¥39.2tJP¥2.2t11.5x16.4x0.9x
Mon, 09 Feb 2026JP¥37.0tJP¥39.1tJP¥2.1t11.7x17.4x0.9x
Wed, 07 Jan 2026JP¥39.6tJP¥39.2tJP¥2.3t11.9x17.2x1x
Fri, 05 Dec 2025JP¥40.6tJP¥39.2tJP¥2.3t11.6x17.7x1x
Sun, 02 Nov 2025JP¥39.5tJP¥39.1tJP¥2.3t11.5x17.5x1x
Tue, 30 Sep 2025JP¥38.9tJP¥39.3tJP¥2.3t11.6x16.8x1x
Thu, 28 Aug 2025JP¥37.6tJP¥39.2tJP¥2.3t11x16.1x1x
Sat, 26 Jul 2025JP¥34.8tJP¥39.5tJP¥2.2t11x15.5x0.9x
Mon, 23 Jun 2025JP¥33.4tJP¥39.2tJP¥2.2t10.6x14.9x0.9x
Wed, 21 May 2025JP¥35.2tJP¥39.4tJP¥2.3t10.7x15.6x0.9x
Fri, 18 Apr 2025JP¥32.8tJP¥40.2tJP¥2.0t11.3x16.4x0.8x
Sun, 16 Mar 2025JP¥34.7tJP¥40.4tJP¥2.0t11.3x17.1x0.9x
Tue, 11 Feb 2025JP¥34.3tJP¥39.3tJP¥2.0t11.7x16.8x0.9x
Thu, 09 Jan 2025JP¥32.9tJP¥39.4tJP¥2.1t11.9x15.8x0.8x
Sat, 07 Dec 2024JP¥32.0tJP¥39.1tJP¥2.1t11.8x15.3x0.8x
Mon, 04 Nov 2024JP¥29.8tJP¥40.2tJP¥2.0t11.1x14.7x0.7x
Wed, 02 Oct 2024JP¥31.2tJP¥40.1tJP¥2.0t12.2x15.6x0.8x
Fri, 30 Aug 2024JP¥30.5tJP¥39.7tJP¥2.0t11.8x15.4x0.8x
Sun, 28 Jul 2024JP¥29.5tJP¥39.4tJP¥2.1t12x14.1x0.7x
Tue, 25 Jun 2024JP¥29.0tJP¥39.3tJP¥2.1t12.3x13.9x0.7x
Thu, 23 May 2024JP¥29.1tJP¥39.3tJP¥2.1t12.3x14x0.7x
Sat, 20 Apr 2024JP¥28.4tJP¥39.2tJP¥1.9t12x14.8x0.7x
Mon, 18 Mar 2024JP¥28.8tJP¥39.2tJP¥1.9t11.7x15x0.7x
Wed, 14 Feb 2024JP¥31.0tJP¥38.3tJP¥1.8t11.2x17x0.8x
Fri, 12 Jan 2024JP¥30.1tJP¥38.6tJP¥1.8t11x16.9x0.8x
Sun, 10 Dec 2023JP¥28.1tJP¥38.5tJP¥1.8t10.4x15.8x0.7x
Tue, 07 Nov 2023JP¥28.7tJP¥38.2tJP¥1.9t10.2x15.5x0.8x
Thu, 05 Oct 2023JP¥28.4tJP¥38.2tJP¥1.8t9.8x15.4x0.7x
Sat, 02 Sep 2023JP¥29.1tJP¥38.1tJP¥1.8t9.8x15.8x0.8x
Mon, 31 Jul 2023JP¥29.4tJP¥37.2tJP¥1.8t10.2x16.6x0.8x
Price to Earnings Ratio

16.6x


Total Market Cap: JP¥29.4tTotal Earnings: JP¥1.8tTotal Revenue: JP¥37.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 16.1x202420252026
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 19.4x which is higher than its 3-year average PE of 16.1x.
  • The 3-year average PS ratio of 0.85x 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 4.6% 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 Market0.44%
Consumer Discretionary-0.44%
Consumer Durables-1.42%
Home Furnishings0.74%
Housewares and Specialties0%0
Household Appliances-0.36%
Homebuilding-1.27%
Consumer Electronics-1.50%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 18.8x.
    • Analysts are expecting annual earnings growth of 14.7%, which is higher than its past year's earnings growth of 11.7% per year.
  • Investors are most pessimistic about the Homebuilding industry, which is trading below its 3-year average of 10.5x.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Household Appliances industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
7731 NikonJP¥2.25k2.2%
+JP¥16.0b		52.8%PS1.1x
5946 Chofu SeisakushoJP¥2.06k3.2%
+JP¥2.1b		3.8%PE28.9x
8935 FJ Next HoldingsJP¥1.83k2.9%
+JP¥1.7b		50.3%PE6x
3291 Iida Group HoldingsJP¥2.26k0.3%
+JP¥1.7b		6.6%PE9.9x
6809 TOAJP¥1.61k2.7%
+JP¥1.5b		54.1%PE16.9x

Latest News

6758
JP¥3,409.00
Sony Group
7D
-1.8%
1Y
-8.0%
6952
JP¥1,720.50
Casio ComputerLtd
7D
-4.4%
1Y
44.0%
7731
JP¥2,247.00
Nikon
7D
2.2%
1Y
52.8%
Narrative Update • Jul 15

7731: Elevated P E And Margin Pressures Will Limit Future Metrology Upside

The analyst price target for Nikon has been revised from ¥1,639 to ¥1,710. Analysts cite updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as the main drivers of this change.
6752
JP¥3,883.00
Panasonic Holdings
7D
-2.8%
1Y
164.7%
Narrative Update • Jul 15

6752: Lithium-Ion And Data Center Batteries Will Drive Long-Term Upside

Analysts have lifted their fair value estimate for Panasonic Holdings to ¥5,320 from ¥4,000, citing updated assumptions around revenue growth, profitability and future P/E, alongside Street research that suggests much of the AI infrastructure story is already reflected in the current share price. What’s in the News for Panasonic Holdings Custom Market Insights projects the global lithium ion battery market to reach about US$468.5b by 2035, with Panasonic Holdings listed among key industry players in energy storage and electric vehicles, driven by government policies and sustainability programs (Custom Market Insights).
6753
JP¥586.80
Sharp
7D
-6.5%
1Y
-13.7%
6794
JP¥2,833.00
Foster Electric Company
7D
1.7%
1Y
53.0%
1911
JP¥1,319.00
Sumitomo Forestry
7D
-3.4%
1Y
-15.7%
7989
JP¥2,594.00
Tachikawa
7D
2.4%
1Y
52.1%
5946
JP¥2,058.00
Chofu Seisakusho
7D
3.2%
1Y
3.8%
3291
JP¥2,257.00
Iida Group Holdings
7D
0.3%
1Y
6.6%
1766
JP¥13,050.00
Token
7D
1.0%
1Y
-9.0%
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5947
JP¥3,557.00
Rinnai
7D
-2.0%
1Y
-4.7%
3288
JP¥8,380.00
Open House Group
7D
-1.6%
1Y
25.8%
8935
JP¥1,832.00
FJ Next Holdings
7D
2.9%
1Y
50.3%
6809
JP¥1,612.00
TOA
7D
2.7%
1Y
54.1%
1808
JP¥2,760.00
HASEKO
7D
-1.9%
1Y
23.8%
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