Narrative Update • Jul 09

Over the last 7 days, the Trade Distributors industry has dropped 1.0%, driven by declines in Mitsubishi and Toyota Tsusho of 1.1% and 2.9%, respectively. In the past year, the industry has gained 46%. Earnings are forecast to grow by 7.2% annually.
Has the Japanese Trade Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 11 Jul 2026 | JP¥70.5t | JP¥95.0t | JP¥4.6t | 10.9x | 15.2x | 0.7x |
| Mon, 08 Jun 2026 | JP¥75.4t | JP¥94.9t | JP¥4.6t | 10.4x | 16.2x | 0.8x |
| Wed, 06 May 2026 | JP¥81.4t | JP¥93.9t | JP¥4.5t | 11.1x | 18x | 0.9x |
| Fri, 03 Apr 2026 | JP¥81.9t | JP¥93.4t | JP¥4.5t | 11.5x | 18.1x | 0.9x |
| Sun, 01 Mar 2026 | JP¥85.4t | JP¥93.4t | JP¥4.5t | 12.8x | 18.9x | 0.9x |
| Tue, 27 Jan 2026 | JP¥71.1t | JP¥92.8t | JP¥4.7t | 11x | 15.3x | 0.8x |
| Thu, 25 Dec 2025 | JP¥65.6t | JP¥92.8t | JP¥4.7t | 10.3x | 14.1x | 0.7x |
| Sat, 22 Nov 2025 | JP¥61.4t | JP¥92.8t | JP¥4.7t | 9.7x | 13.2x | 0.7x |
| Mon, 20 Oct 2025 | JP¥57.6t | JP¥92.0t | JP¥4.6t | 10x | 12.4x | 0.6x |
| Wed, 17 Sep 2025 | JP¥58.0t | JP¥92.0t | JP¥4.6t | 9.9x | 12.5x | 0.6x |
| Fri, 15 Aug 2025 | JP¥52.7t | JP¥92.1t | JP¥4.6t | 9.7x | 11.4x | 0.6x |
| Sun, 13 Jul 2025 | JP¥49.5t | JP¥92.7t | JP¥4.7t | 9.7x | 10.5x | 0.5x |
| Tue, 10 Jun 2025 | JP¥48.2t | JP¥92.6t | JP¥4.7t | 9.2x | 10.2x | 0.5x |
| Thu, 08 May 2025 | JP¥47.4t | JP¥92.5t | JP¥4.7t | 9.2x | 10x | 0.5x |
| Sat, 05 Apr 2025 | JP¥42.4t | JP¥91.6t | JP¥4.8t | 8.5x | 8.9x | 0.5x |
| Mon, 03 Mar 2025 | JP¥43.8t | JP¥91.6t | JP¥4.8t | 9.8x | 9.2x | 0.5x |
| Wed, 29 Jan 2025 | JP¥45.2t | JP¥91.5t | JP¥4.7t | 10.2x | 9.7x | 0.5x |
| Fri, 27 Dec 2024 | JP¥47.0t | JP¥91.5t | JP¥4.6t | 10.2x | 10.1x | 0.5x |
| Sun, 24 Nov 2024 | JP¥47.4t | JP¥91.5t | JP¥4.6t | 9.6x | 10.2x | 0.5x |
| Tue, 22 Oct 2024 | JP¥48.0t | JP¥91.2t | JP¥4.6t | 9.5x | 10.4x | 0.5x |
| Thu, 19 Sep 2024 | JP¥46.0t | JP¥90.5t | JP¥4.6t | 9.3x | 10x | 0.5x |
| Sat, 17 Aug 2024 | JP¥49.2t | JP¥91.2t | JP¥4.6t | 9.7x | 10.7x | 0.5x |
| Mon, 15 Jul 2024 | JP¥55.3t | JP¥89.8t | JP¥4.6t | 10.2x | 12.1x | 0.6x |
| Wed, 12 Jun 2024 | JP¥54.3t | JP¥89.7t | JP¥4.6t | 10.2x | 11.9x | 0.6x |
| Fri, 10 May 2024 | JP¥54.9t | JP¥89.6t | JP¥4.5t | 10.4x | 12.2x | 0.6x |
| Sun, 07 Apr 2024 | JP¥52.7t | JP¥89.8t | JP¥4.5t | 10.6x | 11.8x | 0.6x |
| Tue, 05 Mar 2024 | JP¥50.5t | JP¥89.8t | JP¥4.5t | 10.7x | 11.3x | 0.6x |
| Thu, 01 Feb 2024 | JP¥46.9t | JP¥92.4t | JP¥4.5t | 10.9x | 10.3x | 0.5x |
| Sat, 30 Dec 2023 | JP¥41.5t | JP¥92.4t | JP¥4.5t | 10x | 9.1x | 0.4x |
| Mon, 27 Nov 2023 | JP¥42.8t | JP¥92.4t | JP¥4.5t | 9.6x | 9.4x | 0.5x |
| Wed, 25 Oct 2023 | JP¥40.2t | JP¥94.5t | JP¥4.7t | 9x | 8.5x | 0.4x |
| Fri, 22 Sep 2023 | JP¥44.0t | JP¥94.5t | JP¥4.7t | 9.4x | 9.3x | 0.5x |
| Sun, 20 Aug 2023 | JP¥40.9t | JP¥94.5t | JP¥4.7t | 8.9x | 8.6x | 0.4x |
| Tue, 18 Jul 2023 | JP¥40.4t | JP¥96.4t | JP¥5.1t | 8.8x | 7.9x | 0.4x |
7.9x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | -0.89% | |
| Industrials | -1.21% | |
| Trade Distributors | -1.04% | |
| Trade Companies and Distributors | -1.04% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3064 MonotaRO | JP¥1.97k | 2.6% +JP¥24.3b | -31.5% | PE28.7x | |
| 7128 UNISOL Holdings | JP¥2.52k | 15.1% +JP¥7.9b | 8.3% | PE30.9x | |
| 8066 Mitani | JP¥2.75k | 2.7% +JP¥6.0b | 23.4% | PE9.8x | |
| 8059 Daiichi Jitsugyo | JP¥3.33k | 4.9% +JP¥4.9b | 33.2% | PE10.7x | |
| 8037 Kamei | JP¥3.64k | 2.7% +JP¥2.9b | 44.2% | PE9.4x |