Narrative Update • May 09

In the last week, the Building industry is up 5.7%, with Daikin IndustriesLtd up 7.4%. This means that the industry has gained 48% over the past year. Earnings are forecast to grow by 8.0% annually.
Has the Japanese Building Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 10 May 2026 | JP¥14.8t | JP¥14.0t | JP¥651.7b | 14.4x | 22.7x | 1.1x |
| Tue, 07 Apr 2026 | JP¥12.5t | JP¥13.9t | JP¥615.9b | 15.6x | 20.2x | 0.9x |
| Thu, 05 Mar 2026 | JP¥12.8t | JP¥13.9t | JP¥615.9b | 16.1x | 20.7x | 0.9x |
| Sat, 31 Jan 2026 | JP¥12.0t | JP¥13.8t | JP¥561.6b | 15.7x | 21.4x | 0.9x |
| Mon, 29 Dec 2025 | JP¥12.2t | JP¥13.8t | JP¥560.2b | 15.2x | 21.8x | 0.9x |
| Wed, 26 Nov 2025 | JP¥11.9t | JP¥13.8t | JP¥560.2b | 14.4x | 21.3x | 0.9x |
| Fri, 24 Oct 2025 | JP¥11.1t | JP¥13.8t | JP¥533.4b | 15.8x | 20.9x | 0.8x |
| Sun, 21 Sep 2025 | JP¥11.0t | JP¥13.8t | JP¥533.9b | 16.2x | 20.7x | 0.8x |
| Tue, 19 Aug 2025 | JP¥11.7t | JP¥13.8t | JP¥533.9b | 15.8x | 21.9x | 0.9x |
| Thu, 17 Jul 2025 | JP¥10.9t | JP¥14.0t | JP¥415.9b | 14.9x | 26.3x | 0.8x |
| Sat, 14 Jun 2025 | JP¥10.3t | JP¥14.0t | JP¥415.7b | 13.6x | 24.8x | 0.7x |
| Mon, 12 May 2025 | JP¥10.1t | JP¥13.9t | JP¥383.9b | 13.2x | 26.4x | 0.7x |
| Wed, 09 Apr 2025 | JP¥9.4t | JP¥13.9t | JP¥385.7b | 10.8x | 24.4x | 0.7x |
| Fri, 07 Mar 2025 | JP¥10.4t | JP¥13.9t | JP¥384.3b | 11.7x | 27.1x | 0.7x |
| Sun, 02 Feb 2025 | JP¥10.8t | JP¥13.8t | JP¥383.5b | 11.4x | 28.2x | 0.8x |
| Tue, 31 Dec 2024 | JP¥10.9t | JP¥13.8t | JP¥376.4b | 11.1x | 28.9x | 0.8x |
| Thu, 28 Nov 2024 | JP¥10.6t | JP¥13.8t | JP¥376.4b | 10.6x | 28.3x | 0.8x |
| Sat, 26 Oct 2024 | JP¥10.5t | JP¥13.6t | JP¥383.2b | 11x | 27.4x | 0.8x |
| Mon, 23 Sep 2024 | JP¥10.5t | JP¥13.6t | JP¥384.5b | 11x | 27.4x | 0.8x |
| Wed, 21 Aug 2024 | JP¥10.5t | JP¥13.6t | JP¥383.9b | 11.1x | 27.4x | 0.8x |
| Fri, 19 Jul 2024 | JP¥12.0t | JP¥13.4t | JP¥512.2b | 12.7x | 23.4x | 0.9x |
| Sun, 16 Jun 2024 | JP¥12.1t | JP¥13.4t | JP¥516.0b | 12.3x | 23.4x | 0.9x |
| Tue, 14 May 2024 | JP¥12.5t | JP¥13.4t | JP¥513.3b | 12.8x | 24.3x | 0.9x |
| Thu, 11 Apr 2024 | JP¥11.2t | JP¥13.2t | JP¥563.6b | 13.4x | 20x | 0.9x |
| Sat, 09 Mar 2024 | JP¥11.1t | JP¥13.2t | JP¥565.6b | 13.2x | 19.6x | 0.8x |
| Mon, 05 Feb 2024 | JP¥11.8t | JP¥13.2t | JP¥466.5b | 13.6x | 25.3x | 0.9x |
| Wed, 03 Jan 2024 | JP¥11.3t | JP¥13.2t | JP¥470.8b | 12.6x | 24x | 0.9x |
| Fri, 01 Dec 2023 | JP¥11.1t | JP¥13.2t | JP¥470.9b | 11.7x | 23.5x | 0.8x |
| Sun, 29 Oct 2023 | JP¥10.7t | JP¥13.1t | JP¥442.9b | 12.5x | 24.1x | 0.8x |
| Tue, 26 Sep 2023 | JP¥11.7t | JP¥13.1t | JP¥442.8b | 13.1x | 26.4x | 0.9x |
| Thu, 24 Aug 2023 | JP¥11.5t | JP¥13.1t | JP¥443.3b | 12.7x | 26x | 0.9x |
| Sat, 22 Jul 2023 | JP¥12.8t | JP¥12.9t | JP¥465.9b | 12.5x | 27.5x | 1x |
| Mon, 19 Jun 2023 | JP¥13.2t | JP¥12.9t | JP¥464.3b | 12.4x | 28.4x | 1x |
| Wed, 17 May 2023 | JP¥12.1t | JP¥12.8t | JP¥472.3b | 11.4x | 25.7x | 0.9x |
25.7x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | 2.87% | |
| Industrials | 2.88% | |
| Building | 5.67% | |
| Building Products | 5.67% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6367 Daikin IndustriesLtd | JP¥24.55k | 7.4% +JP¥496.4b | 53.4% | PE26.3x | |
| 5332 TOTO | JP¥7.08k | 10.2% +JP¥108.2b | 87.1% | PE28.9x | |
| 3110 Nitto Boseki | JP¥30.40k | 8.0% +JP¥81.5b | 601.3% | PE28.7x | |
| 1969 Takasago Thermal Engineering | JP¥4.63k | 4.7% +JP¥27.4b | 41.9% | PE14.3x | |
| 5929 Sanwa Holdings | JP¥3.64k | 2.9% +JP¥21.6b | -25.0% | PE13.1x |