Narrative Update • May 24

Over the last 7 days, the Machinery industry has risen 4.7%, and Fanuc contributed the most with a gain of 4.0%. In the last 12 months, the industry was up 50%. Earnings are forecast to grow by 10% annually.
Has the Japanese Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 28 May 2026 | JP¥81.9t | JP¥49.5t | JP¥3.5t | 14.3x | 23.6x | 1.7x |
| Sat, 25 Apr 2026 | JP¥79.7t | JP¥49.5t | JP¥3.2t | 14.6x | 24.9x | 1.6x |
| Mon, 23 Mar 2026 | JP¥78.0t | JP¥49.8t | JP¥3.2t | 14.6x | 24.3x | 1.6x |
| Wed, 18 Feb 2026 | JP¥83.7t | JP¥49.9t | JP¥3.2t | 14.8x | 26x | 1.7x |
| Fri, 16 Jan 2026 | JP¥76.4t | JP¥48.9t | JP¥3.1t | 13.8x | 25x | 1.6x |
| Sun, 14 Dec 2025 | JP¥69.2t | JP¥49.0t | JP¥3.1t | 12.7x | 22.5x | 1.4x |
| Tue, 11 Nov 2025 | JP¥67.4t | JP¥49.2t | JP¥3.0t | 13.2x | 22.3x | 1.4x |
| Thu, 09 Oct 2025 | JP¥65.2t | JP¥49.0t | JP¥2.7t | 13.4x | 23.9x | 1.3x |
| Sat, 06 Sep 2025 | JP¥59.7t | JP¥49.0t | JP¥2.7t | 13.3x | 21.9x | 1.2x |
| Mon, 04 Aug 2025 | JP¥59.4t | JP¥48.8t | JP¥2.8t | 12.9x | 21x | 1.2x |
| Wed, 02 Jul 2025 | JP¥56.9t | JP¥49.0t | JP¥2.8t | 11.9x | 20x | 1.2x |
| Fri, 30 May 2025 | JP¥55.4t | JP¥49.0t | JP¥2.8t | 11.5x | 19.4x | 1.1x |
| Sun, 27 Apr 2025 | JP¥48.9t | JP¥48.5t | JP¥2.9t | 11.1x | 17x | 1x |
| Tue, 25 Mar 2025 | JP¥53.6t | JP¥48.4t | JP¥2.8t | 11.9x | 18.8x | 1.1x |
| Thu, 20 Feb 2025 | JP¥50.5t | JP¥48.4t | JP¥2.8t | 11.9x | 17.8x | 1x |
| Sat, 18 Jan 2025 | JP¥49.0t | JP¥47.9t | JP¥2.8t | 12.1x | 17.5x | 1x |
| Mon, 16 Dec 2024 | JP¥49.3t | JP¥48.0t | JP¥2.8t | 12.2x | 17.7x | 1x |
| Wed, 13 Nov 2024 | JP¥49.9t | JP¥47.9t | JP¥2.8t | 12.3x | 17.8x | 1x |
| Fri, 11 Oct 2024 | JP¥49.5t | JP¥47.2t | JP¥2.9t | 12.1x | 17x | 1x |
| Sun, 08 Sep 2024 | JP¥44.7t | JP¥47.2t | JP¥2.9t | 11.5x | 15.3x | 0.9x |
| Tue, 06 Aug 2024 | JP¥39.2t | JP¥46.7t | JP¥2.8t | 10.3x | 13.9x | 0.8x |
| Thu, 04 Jul 2024 | JP¥53.7t | JP¥46.3t | JP¥2.8t | 13.5x | 19.4x | 1.2x |
| Sat, 01 Jun 2024 | JP¥50.8t | JP¥46.3t | JP¥2.8t | 12.8x | 18.4x | 1.1x |
| Mon, 29 Apr 2024 | JP¥50.3t | JP¥45.8t | JP¥2.7t | 12.6x | 18.7x | 1.1x |
| Wed, 27 Mar 2024 | JP¥51.6t | JP¥45.7t | JP¥2.6t | 13x | 19.9x | 1.1x |
| Fri, 23 Feb 2024 | JP¥48.3t | JP¥45.7t | JP¥2.6t | 12.1x | 18.6x | 1.1x |
| Sun, 21 Jan 2024 | JP¥44.9t | JP¥45.3t | JP¥2.4t | 12.6x | 19x | 1x |
| Tue, 19 Dec 2023 | JP¥41.6t | JP¥45.3t | JP¥2.4t | 11.8x | 17.6x | 0.9x |
| Thu, 16 Nov 2023 | JP¥42.7t | JP¥45.3t | JP¥2.4t | 11.6x | 18x | 0.9x |
| Sat, 14 Oct 2023 | JP¥42.6t | JP¥45.0t | JP¥2.5t | 11.9x | 17x | 0.9x |
| Mon, 11 Sep 2023 | JP¥43.5t | JP¥45.0t | JP¥2.5t | 12.1x | 17.4x | 1x |
| Wed, 09 Aug 2023 | JP¥42.5t | JP¥44.5t | JP¥2.4t | 11.8x | 17.4x | 1x |
| Fri, 07 Jul 2023 | JP¥43.2t | JP¥44.0t | JP¥2.4t | 12x | 17.8x | 1x |
| Sun, 04 Jun 2023 | JP¥41.0t | JP¥44.0t | JP¥2.4t | 11.2x | 16.9x | 0.9x |
16.9x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | 3.59% | |
| Industrials | 2.18% | |
| Machinery | 4.75% | |
| Industrial Machinery | 5.55% | |
| Agricultural Machinery | 3.20% | |
| Construction Machinery and Vehicles | 2.08% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6954 Fanuc | JP¥7.98k | 4.1% +JP¥295.8b | 99.9% | PE44.7x | |
| 6301 Komatsu | JP¥6.42k | 4.2% +JP¥232.2b | 44.6% | PE15.4x | |
| 6361 Ebara | JP¥5.50k | 9.2% +JP¥211.4b | 131.4% | PE31.7x | |
| 6383 Daifuku | JP¥7.26k | 8.4% +JP¥206.7b | 88.2% | PE33.1x | |
| 7012 Kawasaki Heavy Industries | JP¥3.09k | 8.6% +JP¥205.2b | 53.8% | PE23.9x |