Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Consumer Electronics Industry Analysis

UpdatedJul 24, 2026
DataAggregated Company Financials
Companies10
  • 7D-1.5%
  • 3M15.7%
  • 1Y15.6%
  • YTDn/a

Over the last 7 days, the Consumer Electronics industry has dropped 1.5%, driven by declines in Sony Group and Panasonic Holdings of 1.6% and 3.2%, respectively. Over the past 12 months, the industry was up 16%. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Jul 2026JP¥31.6tJP¥24.0tJP¥1.2t16.2x25.6x1.3x
Mon, 22 Jun 2026JP¥30.9tJP¥24.0tJP¥1.2t16.7x25x1.3x
Wed, 20 May 2026JP¥31.7tJP¥24.0tJP¥1.2t16.4x25.7x1.3x
Fri, 17 Apr 2026JP¥29.1tJP¥24.6tJP¥1.5t17.4x19.1x1.2x
Sun, 15 Mar 2026JP¥28.4tJP¥24.6tJP¥1.5t16.6x18.7x1.2x
Tue, 10 Feb 2026JP¥28.3tJP¥24.7tJP¥1.5t16.6x19.2x1.1x
Thu, 08 Jan 2026JP¥30.4tJP¥24.8tJP¥1.6t15.1x18.5x1.2x
Sat, 06 Dec 2025JP¥32.0tJP¥24.8tJP¥1.6t14.3x19.5x1.3x
Mon, 03 Nov 2025JP¥31.9tJP¥24.8tJP¥1.6t13.9x19.6x1.3x
Wed, 01 Oct 2025JP¥31.0tJP¥25.0tJP¥1.7t12.5x18.5x1.2x
Fri, 29 Aug 2025JP¥30.1tJP¥25.0tJP¥1.7t12.3x17.9x1.2x
Sun, 27 Jul 2025JP¥27.3tJP¥25.2tJP¥1.6t12.2x17.1x1.1x
Tue, 24 Jun 2025JP¥26.2tJP¥25.2tJP¥1.6t11.9x16.4x1x
Thu, 22 May 2025JP¥27.4tJP¥25.2tJP¥1.6t12.8x17.1x1.1x
Sat, 19 Apr 2025JP¥26.1tJP¥26.2tJP¥1.4t15.6x19.1x1x
Mon, 17 Mar 2025JP¥27.2tJP¥26.2tJP¥1.4t16.7x19.9x1x
Wed, 12 Feb 2025JP¥26.7tJP¥25.6tJP¥1.4t15.4x19.7x1x
Fri, 10 Jan 2025JP¥24.9tJP¥25.7tJP¥1.4t15.9x17.7x1x
Sun, 08 Dec 2024JP¥24.3tJP¥25.7tJP¥1.4t15.2x17.3x0.9x
Tue, 05 Nov 2024JP¥21.2tJP¥25.6tJP¥1.3t14.5x16.9x0.8x
Thu, 03 Oct 2024JP¥22.0tJP¥25.6tJP¥1.2t14.5x18x0.9x
Sat, 31 Aug 2024JP¥22.0tJP¥25.6tJP¥1.2t14.4x18x0.9x
Mon, 29 Jul 2024JP¥20.7tJP¥25.5tJP¥1.3t15.7x15.5x0.8x
Wed, 26 Jun 2024JP¥21.0tJP¥25.5tJP¥1.3t16.7x15.7x0.8x
Fri, 24 May 2024JP¥20.7tJP¥25.5tJP¥1.3t16x15.5x0.8x
Sun, 21 Apr 2024JP¥20.1tJP¥25.5tJP¥1.2t13.3x17.1x0.8x
Tue, 19 Mar 2024JP¥21.4tJP¥25.5tJP¥1.2t14.2x18.2x0.8x
Thu, 15 Feb 2024JP¥22.9tJP¥24.9tJP¥1.1t12.7x20.2x0.9x
Sat, 13 Jan 2024JP¥23.0tJP¥24.9tJP¥1.1t12.3x21.5x0.9x
Mon, 11 Dec 2023JP¥20.7tJP¥24.9tJP¥1.1t13.1x19.3x0.8x
Wed, 08 Nov 2023JP¥21.1tJP¥24.7tJP¥1.1t14.6x18.6x0.9x
Fri, 06 Oct 2023JP¥20.7tJP¥24.7tJP¥1.1t14.7x18.7x0.8x
Sun, 03 Sep 2023JP¥21.2tJP¥24.7tJP¥1.1t15.4x19.1x0.9x
Tue, 01 Aug 2023JP¥22.2tJP¥23.9tJP¥1.0t15.5x21.6x0.9x
Price to Earnings Ratio

21.6x


Total Market Cap: JP¥22.2tTotal Earnings: JP¥1.0tTotal Revenue: JP¥23.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Electronics Industry Price to Earnings3Y Average 18.8x202420252026
Current Industry PE
  • Investors are optimistic on the Japanese Consumer Electronics industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 25.6x which is higher than its 3-year average PE of 18.8x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Consumer Electronics industry have grown 6.3% 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 Comparison

How does Japanese Consumer Electronics compare with similar industries?

JP Market0.44%
Consumer Discretionary-0.44%
Consumer Durables-1.42%
Consumer Electronics-1.50%
Home Furnishings0.74%
Housewares and Specialties0%0
Household Appliances-0.36%
Homebuilding-1.27%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

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
6809 TOAJP¥1.61k2.7%
+JP¥1.5b		54.1%PE16.9x
6794 Foster Electric CompanyJP¥2.83k1.7%
+JP¥1.1b		53.0%PE12.9x

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%
6632
JP¥1,124.50
JVCKENWOOD
7D
-0.8%
1Y
-7.3%
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%
7740
JP¥1,116.00
TamronLtd
7D
-1.0%
1Y
23.7%
6694
JP¥637.00
Zoom
7D
-0.5%
1Y
-6.2%
6809
JP¥1,612.00
TOA
7D
2.7%
1Y
54.1%