Narrative Update • Aug 04

The Electrical industry is up 21% in the last week, with Fujikura up 24%. This means that the industry has gained 78% over the past year. Earnings are forecast to grow by 14% annually.
Has the Japanese Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 07 Aug 2026 | JP¥32.3t | JP¥15.1t | JP¥1.1t | 15.3x | 30.5x | 2.1x |
| Sun, 05 Jul 2026 | JP¥33.0t | JP¥14.9t | JP¥1.0t | 14.5x | 32.4x | 2.2x |
| Tue, 02 Jun 2026 | JP¥34.5t | JP¥14.9t | JP¥1.0t | 14.4x | 33.8x | 2.3x |
| Thu, 30 Apr 2026 | JP¥34.3t | JP¥14.7t | JP¥982.4b | 14.9x | 35x | 2.3x |
| Sat, 28 Mar 2026 | JP¥28.1t | JP¥14.5t | JP¥929.8b | 15.1x | 30.2x | 1.9x |
| Mon, 23 Feb 2026 | JP¥28.0t | JP¥14.5t | JP¥929.9b | 16.3x | 30.1x | 1.9x |
| Wed, 21 Jan 2026 | JP¥23.1t | JP¥14.3t | JP¥900.6b | 14.8x | 25.6x | 1.6x |
| Fri, 19 Dec 2025 | JP¥21.0t | JP¥14.3t | JP¥900.7b | 13.9x | 23.3x | 1.5x |
| Sun, 16 Nov 2025 | JP¥21.5t | JP¥14.3t | JP¥947.7b | 13.7x | 22.7x | 1.5x |
| Tue, 14 Oct 2025 | JP¥20.4t | JP¥14.1t | JP¥875.9b | 13.3x | 23.3x | 1.5x |
| Thu, 11 Sep 2025 | JP¥18.6t | JP¥14.1t | JP¥879.4b | 12.8x | 21.2x | 1.3x |
| Sat, 09 Aug 2025 | JP¥18.4t | JP¥14.7t | JP¥913.8b | 12.6x | 20.2x | 1.3x |
| Mon, 07 Jul 2025 | JP¥15.5t | JP¥14.6t | JP¥877.4b | 11.1x | 17.6x | 1.1x |
| Wed, 04 Jun 2025 | JP¥14.9t | JP¥14.6t | JP¥881.8b | 10.2x | 17x | 1x |
| Fri, 02 May 2025 | JP¥13.9t | JP¥14.5t | JP¥868.3b | 10x | 16x | 1x |
| Sun, 30 Mar 2025 | JP¥14.1t | JP¥14.3t | JP¥843.5b | 10.5x | 16.7x | 1x |
| Tue, 25 Feb 2025 | JP¥13.7t | JP¥14.4t | JP¥849.3b | 10.3x | 16.2x | 1x |
| Thu, 23 Jan 2025 | JP¥14.8t | JP¥14.0t | JP¥733.4b | 11.4x | 20.2x | 1.1x |
| Sat, 21 Dec 2024 | JP¥14.4t | JP¥14.0t | JP¥734.6b | 11.7x | 19.6x | 1x |
| Mon, 18 Nov 2024 | JP¥14.5t | JP¥14.0t | JP¥735.2b | 11.6x | 19.7x | 1x |
| Wed, 16 Oct 2024 | JP¥13.8t | JP¥13.9t | JP¥746.6b | 11.5x | 18.5x | 1x |
| Fri, 13 Sep 2024 | JP¥13.0t | JP¥13.9t | JP¥748.4b | 10.7x | 17.3x | 0.9x |
| Sun, 11 Aug 2024 | JP¥11.9t | JP¥13.9t | JP¥736.0b | 10.6x | 16.2x | 0.9x |
| Tue, 09 Jul 2024 | JP¥14.7t | JP¥13.7t | JP¥744.6b | 11.9x | 19.7x | 1.1x |
| Thu, 06 Jun 2024 | JP¥14.7t | JP¥13.7t | JP¥744.8b | 11.8x | 19.8x | 1.1x |
| Sat, 04 May 2024 | JP¥15.0t | JP¥13.6t | JP¥702.8b | 12.5x | 21.4x | 1.1x |
| Mon, 01 Apr 2024 | JP¥13.7t | JP¥13.5t | JP¥631.6b | 12.5x | 21.7x | 1x |
| Wed, 28 Feb 2024 | JP¥12.9t | JP¥13.5t | JP¥632.0b | 11.6x | 20.4x | 1x |
| Fri, 26 Jan 2024 | JP¥11.8t | JP¥13.6t | JP¥604.9b | 10.8x | 19.6x | 0.9x |
| Sun, 24 Dec 2023 | JP¥11.1t | JP¥13.6t | JP¥604.5b | 10.5x | 18.3x | 0.8x |
| Tue, 21 Nov 2023 | JP¥11.3t | JP¥13.8t | JP¥610.4b | 10.5x | 18.5x | 0.8x |
| Thu, 19 Oct 2023 | JP¥11.6t | JP¥13.7t | JP¥605.7b | 10.9x | 19.1x | 0.8x |
| Sat, 16 Sep 2023 | JP¥12.1t | JP¥13.7t | JP¥604.7b | 11.5x | 20x | 0.9x |
| Mon, 14 Aug 2023 | JP¥12.4t | JP¥13.7t | JP¥603.7b | 11.1x | 20.6x | 0.9x |
20.6x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | 2.17% | |
| Industrials | 2.54% | |
| Electrical | 20.87% | |
| Electrical Components | 26.04% | |
| Heavy Electrical Equipment | 13.79% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5803 Fujikura | JP¥4.60k | 23.5% +JP¥1.5t | 139.6% | PE48.4x | |
| 6503 Mitsubishi Electric | JP¥5.87k | 10.4% +JP¥1.1t | 62.0% | PE28.2x | |
| 5801 Furukawa Electric | JP¥3.91k | 40.7% +JP¥796.0b | 331.2% | PE37.9x | |
| 6594 Nidec | JP¥2.75k | 11.0% +JP¥311.8b | -5.4% | PE26.3x | |
| 6504 Fuji Electric | JP¥14.33k | 12.9% +JP¥238.7b | 57.0% | PE19.4x |