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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedAug 07, 2026
DataAggregated Company Financials
Companies73
  • 7D1.9%
  • 3M16.5%
  • 1Y17.1%
  • YTD6.5%

In the last week, the Consumer Durables industry is up 1.9%, with Panasonic Holdings leading the way, up 1.0%. In the last 12 months, the industry was up 17%. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 07 Aug 2026JP¥41.2tJP¥39.1tJP¥2.2t9.7x19x1.1x
Sun, 05 Jul 2026JP¥40.2tJP¥38.8tJP¥2.0t9.6x19.9x1x
Tue, 02 Jun 2026JP¥38.3tJP¥38.8tJP¥2.0t9.9x19.4x1x
Thu, 30 Apr 2026JP¥35.9tJP¥39.2tJP¥2.2t11x16x0.9x
Sat, 28 Mar 2026JP¥35.2tJP¥39.2tJP¥2.2t11.1x15.7x0.9x
Mon, 23 Feb 2026JP¥36.6tJP¥39.1tJP¥2.2t12.3x16.6x0.9x
Wed, 21 Jan 2026JP¥37.9tJP¥39.2tJP¥2.3t11.9x16.5x1x
Fri, 19 Dec 2025JP¥38.7tJP¥39.2tJP¥2.3t11.6x16.8x1x
Sun, 16 Nov 2025JP¥42.0tJP¥39.2tJP¥2.3t11.5x18.3x1.1x
Tue, 14 Oct 2025JP¥40.4tJP¥39.3tJP¥2.3t11.5x17.4x1x
Thu, 11 Sep 2025JP¥38.9tJP¥39.2tJP¥2.3t11.4x16.7x1x
Sat, 09 Aug 2025JP¥37.0tJP¥39.1tJP¥2.3t11.2x16.2x0.9x
Mon, 07 Jul 2025JP¥34.5tJP¥39.5tJP¥2.2t10.5x15.4x0.9x
Wed, 04 Jun 2025JP¥35.3tJP¥39.0tJP¥2.3t10.9x15.6x0.9x
Fri, 02 May 2025JP¥34.7tJP¥40.3tJP¥2.0t11.7x17.2x0.9x
Sun, 30 Mar 2025JP¥36.8tJP¥40.4tJP¥2.0t11.8x18.1x0.9x
Tue, 25 Feb 2025JP¥36.5tJP¥40.1tJP¥2.0t11.4x17.9x0.9x
Thu, 23 Jan 2025JP¥32.9tJP¥39.4tJP¥2.1t11.5x15.8x0.8x
Sat, 21 Dec 2024JP¥33.1tJP¥39.4tJP¥2.1t12x15.9x0.8x
Mon, 18 Nov 2024JP¥31.4tJP¥40.4tJP¥2.2t12.3x14.4x0.8x
Wed, 16 Oct 2024JP¥30.9tJP¥40.1tJP¥2.0t11.7x15.5x0.8x
Fri, 13 Sep 2024JP¥29.5tJP¥40.1tJP¥2.0t11.3x14.8x0.7x
Sun, 11 Aug 2024JP¥27.1tJP¥39.6tJP¥2.0t11.2x13.6x0.7x
Tue, 09 Jul 2024JP¥30.3tJP¥39.4tJP¥2.1t12.2x14.5x0.8x
Thu, 06 Jun 2024JP¥29.8tJP¥39.3tJP¥2.1t12x14.4x0.8x
Sat, 04 May 2024JP¥29.3tJP¥39.3tJP¥1.9t12.1x15.3x0.7x
Mon, 01 Apr 2024JP¥29.3tJP¥39.2tJP¥1.9t12.2x15.3x0.7x
Wed, 28 Feb 2024JP¥28.8tJP¥39.1tJP¥1.9t11.7x15.2x0.7x
Fri, 26 Jan 2024JP¥30.8tJP¥38.6tJP¥1.8t11.2x17.3x0.8x
Sun, 24 Dec 2023JP¥28.5tJP¥38.6tJP¥1.8t10.5x16x0.7x
Tue, 21 Nov 2023JP¥28.8tJP¥38.5tJP¥1.8t10.2x16.2x0.7x
Thu, 19 Oct 2023JP¥28.6tJP¥38.2tJP¥1.8t10.1x15.5x0.7x
Sat, 16 Sep 2023JP¥29.4tJP¥38.2tJP¥1.8t9.7x15.9x0.8x
Mon, 14 Aug 2023JP¥29.0tJP¥38.1tJP¥1.8t10.1x15.8x0.8x
Price to Earnings Ratio

15.8x


Total Market Cap: JP¥29.0tTotal Earnings: JP¥1.8tTotal Revenue: JP¥38.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 16.2x202420252026
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 19.0x which is higher than its 3-year average PE of 16.2x.
  • The 3-year average PS ratio of 0.85x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 5.7% 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 Market2.77%
Consumer Discretionary-0.93%
Consumer Durables1.86%
Consumer Electronics3.15%
Home Furnishings-1.22%
Household Appliances-3.05%
Housewares and Specialties-3.64%
Homebuilding-3.68%
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 expect its future annual earnings growth (13.5%) to be largely in line with prior year's earnings growth.
  • 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 14% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • 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
6952 Casio ComputerLtdJP¥2.19k24.0%
+JP¥93.9b		84.2%PE20.3x
6752 Panasonic HoldingsJP¥4.31k0.7%
+JP¥65.4b		182.5%PE39.8x
7731 NikonJP¥2.01k5.2%
+JP¥32.8b		43.7%PS1x
6753 SharpJP¥644.104.2%
+JP¥16.7b		-16.3%PE8.8x
5947 RinnaiJP¥3.61k0.9%
+JP¥4.7b		-8.3%PE13.8x

Latest News

6952
JP¥2,188.50
Casio ComputerLtd
7D
24.0%
1Y
84.2%
7731
JP¥2,008.50
Nikon
7D
5.2%
1Y
43.7%
1808
JP¥2,759.00
HASEKO
7D
-0.8%
1Y
14.9%
5947
JP¥3,614.00
Rinnai
7D
0.9%
1Y
-8.3%
1928
JP¥3,427.00
Sekisui House
7D
-1.7%
1Y
3.3%
6758
JP¥3,721.00
Sony Group
7D
-1.7%
1Y
-6.9%
6794
JP¥2,977.00
Foster Electric Company
7D
4.5%
1Y
52.4%
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6632
JP¥989.80
JVCKENWOOD
7D
-12.7%
1Y
-23.0%
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3465
JP¥3,615.00
Ki-Star Real EstateLtd
7D
2.1%
1Y
44.3%
166A
JP¥1,149.00
TASUKI Holdings
7D
3.6%
1Y
49.6%
8877
JP¥5,100.00
Eslead
7D
-2.1%
1Y
1.2%
6752
JP¥4,312.00
Panasonic Holdings
7D
0.7%
1Y
182.5%
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1419
JP¥2,923.00
Tama Home
7D
-3.8%
1Y
-21.1%
3291
JP¥2,241.00
Iida Group Holdings
7D
-2.1%
1Y
0.7%
6753
JP¥644.10
Sharp
7D
4.2%
1Y
-16.3%
1766
JP¥13,160.00
Token
7D
-1.6%
1Y
-9.7%
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