Narrative Update • Jul 06
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Japanese (NIKKEI) Electrical Industry Analysis
UpdatedJul 12, 2026
DataAggregated Company Financials
Companies52
- 7D-3.6%
- 3M-2.1%
- 1Y108.6%
- YTD39.8%
Over the last 7 days, the Electrical industry has dropped 3.6%, driven by Fujikura declining 3.9%. This takes the industry's 12 month performance to a gain of 109%. Looking forward, earnings are forecast to grow by 15% annually.
Industry Valuation and Performance
Has the Japanese Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | JP¥31.8t | JP¥14.9t | JP¥1.0t | 14.4x | 31.2x | 2.1x |
| Tue, 09 Jun 2026 | JP¥31.0t | JP¥14.9t | JP¥1.0t | 14.3x | 30.3x | 2.1x |
| Thu, 07 May 2026 | JP¥33.6t | JP¥14.8t | JP¥981.7b | 14.8x | 34.2x | 2.3x |
| Sat, 04 Apr 2026 | JP¥28.5t | JP¥14.5t | JP¥929.8b | 15x | 30.6x | 2x |
| Mon, 02 Mar 2026 | JP¥30.2t | JP¥14.5t | JP¥929.9b | 17.3x | 32.5x | 2.1x |
| Wed, 28 Jan 2026 | JP¥23.3t | JP¥14.3t | JP¥900.6b | 14.9x | 25.9x | 1.6x |
| Fri, 26 Dec 2025 | JP¥21.9t | JP¥14.3t | JP¥900.8b | 14.1x | 24.4x | 1.5x |
| Sun, 23 Nov 2025 | JP¥20.3t | JP¥14.3t | JP¥911.1b | 13.4x | 22.3x | 1.4x |
| Tue, 21 Oct 2025 | JP¥19.9t | JP¥14.1t | JP¥876.3b | 13.9x | 22.7x | 1.4x |
| Thu, 18 Sep 2025 | JP¥18.9t | JP¥14.1t | JP¥876.2b | 13x | 21.6x | 1.3x |
| Sat, 16 Aug 2025 | JP¥18.8t | JP¥14.7t | JP¥912.0b | 12.3x | 20.7x | 1.3x |
| Mon, 14 Jul 2025 | JP¥15.5t | JP¥14.6t | JP¥877.4b | 10.9x | 17.7x | 1.1x |
| Wed, 11 Jun 2025 | JP¥15.2t | JP¥14.6t | JP¥881.8b | 10.7x | 17.2x | 1x |
| Fri, 09 May 2025 | JP¥13.9t | JP¥14.5t | JP¥868.3b | 9.9x | 16.1x | 1x |
| Sun, 06 Apr 2025 | JP¥12.1t | JP¥14.3t | JP¥843.5b | 9.6x | 14.3x | 0.8x |
| Tue, 04 Mar 2025 | JP¥13.4t | JP¥14.4t | JP¥849.3b | 10.3x | 15.7x | 0.9x |
| Thu, 30 Jan 2025 | JP¥14.1t | JP¥14.1t | JP¥753.7b | 11.4x | 18.7x | 1x |
| Sat, 28 Dec 2024 | JP¥14.9t | JP¥14.0t | JP¥732.7b | 12.1x | 20.3x | 1.1x |
| Mon, 25 Nov 2024 | JP¥14.3t | JP¥14.0t | JP¥735.4b | 11.7x | 19.5x | 1x |
| Wed, 23 Oct 2024 | JP¥13.2t | JP¥13.9t | JP¥746.6b | 11.4x | 17.7x | 0.9x |
| Fri, 20 Sep 2024 | JP¥12.8t | JP¥13.9t | JP¥746.7b | 11.1x | 17.2x | 0.9x |
| Sun, 18 Aug 2024 | JP¥13.6t | JP¥13.9t | JP¥739.1b | 11x | 18.5x | 1x |
| Tue, 16 Jul 2024 | JP¥14.9t | JP¥13.7t | JP¥744.6b | 12.1x | 20x | 1.1x |
| Thu, 13 Jun 2024 | JP¥14.6t | JP¥13.7t | JP¥744.7b | 11.9x | 19.6x | 1.1x |
| Sat, 11 May 2024 | JP¥14.8t | JP¥13.6t | JP¥703.4b | 12.6x | 21x | 1.1x |
| Mon, 08 Apr 2024 | JP¥13.3t | JP¥13.5t | JP¥631.6b | 12.1x | 21x | 1x |
| Wed, 06 Mar 2024 | JP¥13.0t | JP¥13.5t | JP¥632.0b | 11.7x | 20.5x | 1x |
| Fri, 02 Feb 2024 | JP¥11.8t | JP¥13.6t | JP¥629.9b | 10.7x | 18.7x | 0.9x |
| Sun, 31 Dec 2023 | JP¥11.1t | JP¥13.6t | JP¥604.5b | 10.8x | 18.4x | 0.8x |
| Tue, 28 Nov 2023 | JP¥11.3t | JP¥13.8t | JP¥610.4b | 10.1x | 18.5x | 0.8x |
| Thu, 26 Oct 2023 | JP¥10.6t | JP¥13.7t | JP¥602.4b | 10.6x | 17.6x | 0.8x |
| Sat, 23 Sep 2023 | JP¥11.8t | JP¥13.7t | JP¥605.8b | 11.2x | 19.5x | 0.9x |
| Mon, 21 Aug 2023 | JP¥11.8t | JP¥13.7t | JP¥604.8b | 10.9x | 19.6x | 0.9x |
| Wed, 19 Jul 2023 | JP¥12.6t | JP¥13.5t | JP¥558.1b | 11.6x | 22.6x | 0.9x |
Price to Earnings Ratio
22.6x
Current Industry PE
- Investors are optimistic on the Japanese Electrical industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 31.2x which is higher than its 3-year average PE of 21.5x.
- The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have grown 22% per year over the last three years.
- Revenues for these companies have grown 3.3% 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 Industrials industry?
| JP Market | -0.89% | |
| Industrials | -1.21% | |
| Electrical | -3.62% | |
| Heavy Electrical Equipment | -2.27% | |
| Electrical Components | -4.51% | |
Industry PE
- Investors are most optimistic about the Electrical Components industry which is trading above its 3-year average PE ratio of 22.5x.
- Analysts are expecting annual earnings growth of 18.1%, which is higher than its past year's earnings growth of 13.5% per year.
- Investors are most pessimistic about the Heavy Electrical Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 20.2x.
Forecasted Growth
- Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 18% over the next 5 years.
- This is better than its past earnings growth rate of 14% per year.
- In contrast, the Heavy Electrical Equipment industry is expected to see its earnings grow by 9.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7931 Mirai IndustryLtd | JP¥3.22k | 2.2% +JP¥1.1b | -5.2% | PE11.1x | |
| 6637 Terasaki ElectricLtd | JP¥3.72k | 1.5% +JP¥674.6m | 4.2% | PE10.9x | |
| 7565 Mansei | JP¥6.40k | 3.2% +JP¥324.7m | 41.9% | PE9.3x | |
| 7673 Daiko TsusanLtd | JP¥1.66k | 2.8% +JP¥240.0m | 13.2% | PE9.6x | |
| 5820 Mitsuboshi | JP¥743.00 | 1.6% +JP¥49.5m | 1.1% | PE12.5x |