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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedAug 15, 2024
DataAggregated Company Financials
Companies83
  • 7D5.2%
  • 3M-2.7%
  • 1Y3.2%
  • YTD-1.0%

Over the last 7 days, the Consumer Durables industry has risen 5.2%, driven by gains from Sony Group of 6.3%. In the last 12 months, the industry was up 3.2%. Earnings are forecast to grow by 7.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 15 Aug 2024JP¥28.4tJP¥39.6tJP¥2.0t11.2x14.4x0.7x
Sat, 13 Jul 2024JP¥32.2tJP¥39.4tJP¥2.1t12.3x15.4x0.8x
Mon, 10 Jun 2024JP¥29.7tJP¥39.3tJP¥2.1t12x14.3x0.8x
Wed, 08 May 2024JP¥29.0tJP¥39.3tJP¥1.9t12.3x15.1x0.7x
Fri, 05 Apr 2024JP¥29.1tJP¥39.2tJP¥1.9t12.1x15.2x0.7x
Sun, 03 Mar 2024JP¥29.3tJP¥39.1tJP¥1.9t11.6x15.5x0.7x
Tue, 30 Jan 2024JP¥30.8tJP¥38.5tJP¥1.8t11.1x17.4x0.8x
Thu, 28 Dec 2023JP¥29.0tJP¥38.6tJP¥1.8t10.6x16.3x0.8x
Sat, 25 Nov 2023JP¥28.8tJP¥38.5tJP¥1.8t10.3x16.2x0.7x
Mon, 23 Oct 2023JP¥28.0tJP¥38.2tJP¥1.8t10x15.2x0.7x
Wed, 20 Sep 2023JP¥29.9tJP¥38.2tJP¥1.8t10x16.2x0.8x
Fri, 18 Aug 2023JP¥28.0tJP¥38.1tJP¥1.8t9.5x15.2x0.7x
Sun, 16 Jul 2023JP¥29.0tJP¥37.2tJP¥1.8t10.3x16.5x0.8x
Tue, 13 Jun 2023JP¥29.9tJP¥37.2tJP¥1.8t10x17x0.8x
Thu, 11 May 2023JP¥27.7tJP¥36.8tJP¥2.0t10.3x14.1x0.8x
Sat, 08 Apr 2023JP¥25.7tJP¥35.9tJP¥2.0t9.6x13.1x0.7x
Mon, 06 Mar 2023JP¥25.8tJP¥35.9tJP¥2.0t10x13.1x0.7x
Wed, 01 Feb 2023JP¥25.6tJP¥35.0tJP¥2.0t10.1x12.7x0.7x
Fri, 30 Dec 2022JP¥23.2tJP¥34.9tJP¥2.0t9.2x11.5x0.7x
Sun, 27 Nov 2022JP¥26.1tJP¥34.8tJP¥2.0t9.2x12.9x0.7x
Tue, 25 Oct 2022JP¥22.4tJP¥33.7tJP¥2.0t9x11.3x0.7x
Thu, 22 Sep 2022JP¥23.6tJP¥33.7tJP¥2.0t9.1x11.8x0.7x
Sat, 20 Aug 2022JP¥26.2tJP¥33.6tJP¥2.0t9x13.2x0.8x
Mon, 18 Jul 2022JP¥24.7tJP¥33.2tJP¥2.0t8.4x12.5x0.7x
Wed, 15 Jun 2022JP¥24.5tJP¥33.2tJP¥2.0t8.5x12.3x0.7x
Fri, 13 May 2022JP¥23.9tJP¥33.0tJP¥1.9t8.1x12.3x0.7x
Sun, 10 Apr 2022JP¥25.8tJP¥32.9tJP¥2.0t9x12.7x0.8x
Tue, 08 Mar 2022JP¥24.1tJP¥32.9tJP¥2.0t8.6x11.9x0.7x
Thu, 03 Feb 2022JP¥28.3tJP¥32.2tJP¥2.0t9x14.5x0.9x
Sat, 01 Jan 2022JP¥30.0tJP¥32.1tJP¥2.0t9.3x15.4x0.9x
Mon, 29 Nov 2021JP¥29.4tJP¥32.1tJP¥1.9t9x15.2x0.9x
Wed, 27 Oct 2021JP¥29.5tJP¥31.8tJP¥2.2t9.4x13.7x0.9x
Fri, 24 Sep 2021JP¥28.1tJP¥31.8tJP¥2.1t10.2x13.1x0.9x
Sun, 22 Aug 2021JP¥24.6tJP¥31.7tJP¥2.2t9x11.4x0.8x
Price to Earnings Ratio

11.4x


Total Market Cap: JP¥24.6tTotal Earnings: JP¥2.2tTotal Revenue: JP¥31.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 14.1x202220232024
Current Industry PE
  • Investors are relatively neutral on the Japanese Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 14.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.77x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 2.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.7% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Japanese Consumer Discretionary industry?

JP Market3.67%
Consumer Discretionary4.07%
Consumer Durables5.19%
Housewares and Specialties9.48%
Consumer Electronics5.68%
Homebuilding4.53%
Home Furnishings0.74%
Household Appliances0.39%
Industry PE
  • Investors are most optimistic about the Housewares and Specialties industry even though it's trading below its 3-year average PE ratio of 50.2x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Homebuilding industry, which is trading close to its 3-year average of 9.5x.
Forecasted Growth
  • Analysts are most optimistic on the Household Appliances industry, expecting annual earnings growth of 11% over the next 5 years.
  • This is better than its past earnings growth rate of 0.8% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings grow by 2.9% 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
6758 Sony GroupJP¥12.88k4.8%
+JP¥716.3b
6.2%PE15.9x
6752 Panasonic HoldingsJP¥1.11k6.7%
+JP¥163.4b
-30.2%PE8.3x
1928 Sekisui HouseJP¥3.51k6.1%
+JP¥131.6b
21.8%PE10.8x
3288 Open House GroupJP¥5.46k8.8%
+JP¥51.9b
12.1%PE6.4x
4204 Sekisui ChemicalJP¥2.16k3.2%
+JP¥28.2b
-0.9%PE11.6x
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