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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedJan 08, 2026
DataAggregated Company Financials
Companies75
  • 7D-0.1%
  • 3M-7.2%
  • 1Y18.6%
  • YTD-1.3%

In the last week, the Consumer Durables industry is up 2.2%, with Panasonic Holdings up 1.9%. In the last 12 months, the industry was up 20%. Looking forward, earnings are forecast to grow by 7.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 08 Jan 2026JP¥38.7tJP¥39.2tJP¥2.3t11.9x16.8x1x
Sat, 06 Dec 2025JP¥39.9tJP¥39.2tJP¥2.3t11.4x17.3x1x
Mon, 03 Nov 2025JP¥39.5tJP¥39.1tJP¥2.3t11.5x17.4x1x
Wed, 01 Oct 2025JP¥38.8tJP¥39.3tJP¥2.3t11.6x16.8x1x
Fri, 29 Aug 2025JP¥37.8tJP¥39.2tJP¥2.3t11x16.2x1x
Sun, 27 Jul 2025JP¥34.8tJP¥39.5tJP¥2.2t11x15.5x0.9x
Tue, 24 Jun 2025JP¥32.9tJP¥39.2tJP¥2.2t10.6x14.7x0.8x
Thu, 22 May 2025JP¥34.5tJP¥39.4tJP¥2.3t10.7x15.3x0.9x
Sat, 19 Apr 2025JP¥33.3tJP¥40.2tJP¥2.0t11.7x16.6x0.8x
Mon, 17 Mar 2025JP¥34.7tJP¥40.4tJP¥2.0t11.3x17.1x0.9x
Wed, 12 Feb 2025JP¥34.3tJP¥39.3tJP¥2.1t11.7x16.7x0.9x
Fri, 10 Jan 2025JP¥32.5tJP¥39.4tJP¥2.1t11.8x15.6x0.8x
Sun, 08 Dec 2024JP¥32.0tJP¥39.4tJP¥2.1t11.8x15.4x0.8x
Tue, 05 Nov 2024JP¥29.8tJP¥40.2tJP¥2.0t11.1x14.7x0.7x
Thu, 03 Oct 2024JP¥31.2tJP¥40.1tJP¥2.0t12.2x15.6x0.8x
Sat, 31 Aug 2024JP¥30.8tJP¥39.7tJP¥2.0t11.7x15.6x0.8x
Mon, 29 Jul 2024JP¥29.5tJP¥39.4tJP¥2.1t12x14.1x0.7x
Wed, 26 Jun 2024JP¥29.5tJP¥39.3tJP¥2.1t12.2x14.1x0.7x
Fri, 24 May 2024JP¥29.2tJP¥39.3tJP¥2.1t12.2x14.1x0.7x
Sun, 21 Apr 2024JP¥27.9tJP¥39.2tJP¥1.9t11.5x14.6x0.7x
Tue, 19 Mar 2024JP¥29.3tJP¥39.2tJP¥1.9t11.9x15.3x0.7x
Thu, 15 Feb 2024JP¥30.6tJP¥38.3tJP¥1.8t11.3x16.8x0.8x
Sat, 13 Jan 2024JP¥31.1tJP¥38.6tJP¥1.8t10.9x17.5x0.8x
Mon, 11 Dec 2023JP¥28.1tJP¥38.5tJP¥1.8t10.4x15.8x0.7x
Wed, 08 Nov 2023JP¥28.7tJP¥38.2tJP¥1.9t10.6x15.5x0.8x
Fri, 06 Oct 2023JP¥28.4tJP¥38.2tJP¥1.8t10.1x15.4x0.7x
Sun, 03 Sep 2023JP¥29.1tJP¥38.1tJP¥1.8t9.8x15.8x0.8x
Tue, 01 Aug 2023JP¥30.0tJP¥37.2tJP¥1.8t10.4x17x0.8x
Thu, 29 Jun 2023JP¥29.0tJP¥37.2tJP¥1.8t10.4x16.5x0.8x
Sat, 27 May 2023JP¥28.8tJP¥37.2tJP¥1.8t9.6x16.2x0.8x
Mon, 24 Apr 2023JP¥27.0tJP¥35.9tJP¥2.0t10.2x13.8x0.8x
Wed, 22 Mar 2023JP¥25.4tJP¥35.9tJP¥2.0t9.4x12.9x0.7x
Fri, 17 Feb 2023JP¥25.8tJP¥35.8tJP¥2.0t9.6x13x0.7x
Sun, 15 Jan 2023JP¥24.3tJP¥34.9tJP¥2.0t9.3x12x0.7x
Price to Earnings Ratio

12x


Total Market Cap: JP¥24.3tTotal 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 optimistic on the Japanese Consumer Durables industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 17.2x which is higher than its 3-year average PE of 15.6x.
  • The 3-year average PS ratio of 0.81x 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 4.3% 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 Market2.80%
Consumer Discretionary0.45%
Consumer Durables-0.13%
Household Appliances1.65%
Homebuilding1.08%
Home Furnishings1.08%
Housewares and Specialties-0.095%
Consumer Electronics-0.47%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 18.1x.
    • Analysts are expecting annual earnings growth of 7.3%, which is higher than its past year's earnings growth of 5.4% 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 8.7% 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
3288 Open House GroupJP¥9.37k1.8%
+JP¥19.0b		80.4%PE10.5x
1808 HASEKOJP¥3.16k1.8%
+JP¥14.4b		56.8%PE20.6x
6753 SharpJP¥790.802.6%
+JP¥13.0b		-16.5%PE8.8x
7731 NikonJP¥1.78k1.8%
+JP¥10.5b		7.5%PE68.6x
5947 RinnaiJP¥4.01k1.3%
+JP¥6.9b		23.2%PE16.6x

Latest News

6952
JP¥1,296.00
Casio ComputerLtd
7D
2.0%
1Y
2.9%
7731
JP¥1,776.00
Nikon
7D
1.8%
1Y
7.5%

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¥4,010.00
Rinnai
7D
1.3%
1Y
23.2%

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¥6,140.00
NAGAWA
7D
-5.0%
1Y
-5.2%
6758
JP¥3,938.00
Sony Group
7D
-2.1%
1Y
21.4%

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¥1,543.00
Zojirushi
7D
-1.5%
1Y
-8.2%
6752
JP¥2,004.00
Panasonic Holdings
7D
-1.0%
1Y
26.9%

6752: India Expansion, Cost Moves And Chip Tariffs Will Shape Outlook

Analysts have modestly raised their price target for Panasonic Holdings from ¥2,136 to ¥2,190. This reflects expectations for slightly improved profitability, supported by higher forecast profit margins and a marginally lower discount rate, even as revenue growth and future valuation multiples are trimmed.
3288
JP¥9,371.00
Open House Group
7D
1.8%
1Y
80.4%
6794
JP¥2,642.00
Foster Electric Company
7D
-2.5%
1Y
62.1%
8892
JP¥1,220.00
ES-CON JAPAN
7D
2.7%
1Y
25.5%

Does ES-CON JAPAN (TSE:8892) Have A Healthy Balance Sheet?

Dec 23
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1911
JP¥1,523.00
Sumitomo Forestry
7D
-5.1%
1Y
-9.6%
6753
JP¥790.80
Sharp
7D
2.6%
1Y
-16.5%
1808
JP¥3,164.00
HASEKO
7D
1.8%
1Y
56.8%
1928
JP¥3,484.00
Sekisui House
7D
-0.4%
1Y
-4.6%

Sekisui House (TSE:1928) Has Announced A Dividend Of ¥72.00

Dec 08
Sekisui House (TSE:1928) Has Announced A Dividend Of ¥72.00
6632
JP¥1,237.00
JVCKENWOOD
7D
3.1%
1Y
-27.0%

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

Dec 02
JVCKENWOOD (TSE:6632) Is Increasing Its Dividend To ¥12.00
1419
JP¥3,505.00
Tama Home
7D
-2.1%
1Y
1.0%