Narrative Update • Aug 08

Over the last 7 days, the Building industry has dropped 2.7%, driven by Daikin IndustriesLtd declining 4.7%. Meanwhile, Sanwa Holdings actually outperformed within the industry, gaining 6.1% in the last week. In the past year, the industry has gained 14%. Earnings are forecast to grow by 11% annually.
Has the Japanese Building Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 10 Aug 2026 | JP¥13.1t | JP¥14.6t | JP¥685.5b | 12.5x | 19.1x | 0.9x |
| Wed, 08 Jul 2026 | JP¥15.1t | JP¥14.2t | JP¥687.8b | 13.3x | 21.9x | 1.1x |
| Fri, 05 Jun 2026 | JP¥14.4t | JP¥14.2t | JP¥687.8b | 12.2x | 21x | 1x |
| Sun, 03 May 2026 | JP¥14.0t | JP¥14.0t | JP¥651.1b | 14.3x | 21.5x | 1x |
| Tue, 31 Mar 2026 | JP¥12.2t | JP¥13.9t | JP¥615.9b | 15.1x | 19.8x | 0.9x |
| Thu, 26 Feb 2026 | JP¥13.9t | JP¥13.9t | JP¥615.9b | 16.8x | 22.6x | 1x |
| Sat, 24 Jan 2026 | JP¥12.7t | JP¥13.8t | JP¥561.1b | 16x | 22.7x | 0.9x |
| Mon, 22 Dec 2025 | JP¥12.0t | JP¥13.8t | JP¥560.2b | 15.4x | 21.4x | 0.9x |
| Wed, 19 Nov 2025 | JP¥11.6t | JP¥13.8t | JP¥561.1b | 14.1x | 20.7x | 0.8x |
| Fri, 17 Oct 2025 | JP¥10.9t | JP¥13.8t | JP¥533.4b | 15.2x | 20.5x | 0.8x |
| Sun, 14 Sep 2025 | JP¥11.2t | JP¥13.8t | JP¥533.9b | 16.2x | 21x | 0.8x |
| Tue, 12 Aug 2025 | JP¥11.8t | JP¥13.8t | JP¥533.4b | 15.7x | 22.1x | 0.9x |
| Thu, 10 Jul 2025 | JP¥11.0t | JP¥14.0t | JP¥415.7b | 13.9x | 26.4x | 0.8x |
| Sat, 07 Jun 2025 | JP¥10.2t | JP¥14.0t | JP¥415.7b | 13.7x | 24.6x | 0.7x |
| Mon, 05 May 2025 | JP¥10.4t | JP¥13.9t | JP¥368.8b | 12.7x | 28.2x | 0.7x |
| Wed, 02 Apr 2025 | JP¥10.0t | JP¥13.9t | JP¥384.3b | 11.4x | 26x | 0.7x |
| Fri, 28 Feb 2025 | JP¥10.1t | JP¥13.9t | JP¥384.3b | 11.1x | 26.2x | 0.7x |
| Sun, 26 Jan 2025 | JP¥10.9t | JP¥13.8t | JP¥372.3b | 10.8x | 29.2x | 0.8x |
| Tue, 24 Dec 2024 | JP¥10.6t | JP¥13.8t | JP¥376.4b | 11x | 28.1x | 0.8x |
| Thu, 21 Nov 2024 | JP¥10.8t | JP¥13.8t | JP¥374.7b | 11.1x | 28.8x | 0.8x |
| Sat, 19 Oct 2024 | JP¥10.9t | JP¥13.6t | JP¥383.2b | 11.3x | 28.4x | 0.8x |
| Mon, 16 Sep 2024 | JP¥10.2t | JP¥13.6t | JP¥384.5b | 10.6x | 26.6x | 0.8x |
| Wed, 14 Aug 2024 | JP¥10.2t | JP¥13.6t | JP¥382.6b | 10.8x | 26.7x | 0.7x |
| Fri, 12 Jul 2024 | JP¥12.2t | JP¥13.4t | JP¥515.9b | 12.7x | 23.6x | 0.9x |
| Sun, 09 Jun 2024 | JP¥11.8t | JP¥13.4t | JP¥516.0b | 12.3x | 22.9x | 0.9x |
| Tue, 07 May 2024 | JP¥11.7t | JP¥13.2t | JP¥548.3b | 13.1x | 21.3x | 0.9x |
| Thu, 04 Apr 2024 | JP¥11.1t | JP¥13.2t | JP¥565.6b | 13.2x | 19.6x | 0.8x |
| Sat, 02 Mar 2024 | JP¥11.4t | JP¥13.2t | JP¥563.9b | 13.4x | 20.1x | 0.9x |
| Mon, 29 Jan 2024 | JP¥11.9t | JP¥13.2t | JP¥469.5b | 13.2x | 25.3x | 0.9x |
| Wed, 27 Dec 2023 | JP¥11.1t | JP¥13.2t | JP¥470.8b | 12.5x | 23.5x | 0.8x |
| Fri, 24 Nov 2023 | JP¥11.5t | JP¥13.2t | JP¥470.9b | 11.6x | 24.4x | 0.9x |
| Sun, 22 Oct 2023 | JP¥10.8t | JP¥13.1t | JP¥442.9b | 12.4x | 24.4x | 0.8x |
| Tue, 19 Sep 2023 | JP¥11.9t | JP¥13.1t | JP¥442.8b | 13.3x | 27x | 0.9x |
| Thu, 17 Aug 2023 | JP¥11.5t | JP¥13.1t | JP¥443.3b | 12.6x | 25.8x | 0.9x |
25.8x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | 1.75% | |
| Industrials | 2.51% | |
| Building | -2.67% | |
| Building Products | -2.67% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5929 Sanwa Holdings | JP¥3.65k | 6.1% +JP¥43.9b | -22.8% | PE13.3x | |
| 5393 Nichias | JP¥3.51k | 4.4% +JP¥25.8b | 81.8% | PE19.9x | |
| 5938 LIXIL | JP¥1.82k | 4.6% +JP¥23.0b | -2.8% | PE94.1x | |
| 4044 Central Glass | JP¥4.28k | 7.5% +JP¥7.4b | 27.6% | PE12.7x | |
| 1723 Nihon Dengi | JP¥2.20k | 4.2% +JP¥5.7b | 68.5% | PE15.9x |