Narrative Update • Jun 04

The Consumer Electronics is pretty flat in the last 7 days, but Panasonic Holdings has stood out, gaining 9.8%. The past year has been better, since the industry has gained 12% in that time. Looking forward, earnings are forecast to grow by 14% annually.
Has the Japanese Consumer Electronics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 09 Jun 2026 | JP¥31.0t | JP¥24.0t | JP¥1.2t | 15.2x | 25.1x | 1.3x |
| Thu, 07 May 2026 | JP¥28.0t | JP¥24.6t | JP¥1.5t | 16.2x | 18.4x | 1.1x |
| Sat, 04 Apr 2026 | JP¥27.9t | JP¥24.6t | JP¥1.5t | 17.1x | 18.3x | 1.1x |
| Mon, 02 Mar 2026 | JP¥29.5t | JP¥24.6t | JP¥1.5t | 17.5x | 19.4x | 1.2x |
| Wed, 28 Jan 2026 | JP¥27.8t | JP¥24.8t | JP¥1.6t | 16x | 16.9x | 1.1x |
| Fri, 26 Dec 2025 | JP¥30.8t | JP¥24.8t | JP¥1.6t | 15.4x | 18.7x | 1.2x |
| Sun, 23 Nov 2025 | JP¥32.8t | JP¥24.8t | JP¥1.6t | 13.5x | 19.9x | 1.3x |
| Tue, 21 Oct 2025 | JP¥31.8t | JP¥25.0t | JP¥1.7t | 13.6x | 18.9x | 1.3x |
| Thu, 18 Sep 2025 | JP¥31.0t | JP¥25.0t | JP¥1.7t | 12.5x | 18.5x | 1.2x |
| Sat, 16 Aug 2025 | JP¥31.0t | JP¥25.0t | JP¥1.7t | 11.6x | 18.5x | 1.2x |
| Mon, 14 Jul 2025 | JP¥26.6t | JP¥25.2t | JP¥1.6t | 11.9x | 16.6x | 1.1x |
| Wed, 11 Jun 2025 | JP¥28.0t | JP¥25.2t | JP¥1.6t | 12.3x | 17.5x | 1.1x |
| Fri, 09 May 2025 | JP¥26.7t | JP¥26.2t | JP¥1.4t | 12.8x | 19.5x | 1x |
| Sun, 06 Apr 2025 | JP¥25.3t | JP¥26.2t | JP¥1.4t | 14.8x | 18.5x | 1x |
| Tue, 04 Mar 2025 | JP¥28.7t | JP¥26.2t | JP¥1.4t | 16.8x | 21x | 1.1x |
| Thu, 30 Jan 2025 | JP¥26.6t | JP¥25.7t | JP¥1.4t | 17.2x | 18.9x | 1x |
| Sat, 28 Dec 2024 | JP¥26.4t | JP¥25.7t | JP¥1.4t | 16.8x | 18.8x | 1x |
| Mon, 25 Nov 2024 | JP¥23.4t | JP¥25.7t | JP¥1.4t | 14.3x | 16.5x | 0.9x |
| Wed, 23 Oct 2024 | JP¥21.2t | JP¥25.6t | JP¥1.2t | 14.2x | 17.3x | 0.8x |
| Fri, 20 Sep 2024 | JP¥20.1t | JP¥25.6t | JP¥1.2t | 14.2x | 16.5x | 0.8x |
| Sun, 18 Aug 2024 | JP¥20.7t | JP¥25.6t | JP¥1.2t | 14.5x | 16.9x | 0.8x |
| Tue, 16 Jul 2024 | JP¥23.4t | JP¥25.5t | JP¥1.3t | 17.1x | 17.5x | 0.9x |
| Thu, 13 Jun 2024 | JP¥21.2t | JP¥25.5t | JP¥1.3t | 16.5x | 15.9x | 0.8x |
| Sat, 11 May 2024 | JP¥19.5t | JP¥25.5t | JP¥1.2t | 16.7x | 16.5x | 0.8x |
| Mon, 08 Apr 2024 | JP¥20.6t | JP¥25.5t | JP¥1.2t | 13.7x | 17.5x | 0.8x |
| Wed, 06 Mar 2024 | JP¥21.0t | JP¥25.5t | JP¥1.2t | 13.8x | 17.9x | 0.8x |
| Fri, 02 Feb 2024 | JP¥22.6t | JP¥24.9t | JP¥1.1t | 12.9x | 21.1x | 0.9x |
| Sun, 31 Dec 2023 | JP¥21.5t | JP¥24.9t | JP¥1.1t | 12x | 20x | 0.9x |
| Tue, 28 Nov 2023 | JP¥21.1t | JP¥24.9t | JP¥1.1t | 13.8x | 19.7x | 0.8x |
| Thu, 26 Oct 2023 | JP¥20.6t | JP¥24.7t | JP¥1.1t | 14.2x | 18.6x | 0.8x |
| Sat, 23 Sep 2023 | JP¥20.8t | JP¥24.7t | JP¥1.1t | 16.1x | 18.8x | 0.8x |
| Mon, 21 Aug 2023 | JP¥20.1t | JP¥24.7t | JP¥1.1t | 14.6x | 18.2x | 0.8x |
| Wed, 19 Jul 2023 | JP¥21.9t | JP¥23.9t | JP¥1.0t | 14.8x | 21.3x | 0.9x |
| Fri, 16 Jun 2023 | JP¥22.7t | JP¥23.9t | JP¥1.0t | 14.8x | 22.1x | 1x |
22.1x
How does Japanese Consumer Electronics compare with similar industries?
| JP Market | -2.40% | |
| Consumer Discretionary | -1.76% | |
| Consumer Durables | -0.47% | |
| Consumer Electronics | -0.75% | |
| Housewares and Specialties | 4.75% | |
| Household Appliances | 2.47% | |
| Homebuilding | 0.51% | |
| Home Furnishings | -0.54% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6752 Panasonic Holdings | JP¥3.95k | 9.8% +JP¥819.5b | 155.5% | PE48.6x | |
| 6632 JVCKENWOOD | JP¥1.20k | 5.4% +JP¥8.8b | 4.4% | PE10.3x | |
| 6794 Foster Electric Company | JP¥2.89k | 4.7% +JP¥2.9b | 96.7% | PE13.1x | |
| 7731 Nikon | JP¥1.83k | 0.4% +JP¥2.1b | 28.9% | PS0.9x | |
| 6809 TOA | JP¥1.57k | 0.6% +JP¥312.3m | 57.0% | PE16.4x |