Narrative Update • Aug 20

In the last week, the Trade Distributors industry is up 2.5%, with ITOCHU up 6.3%. In the last 12 months, the industry was up 45%. As for the next few years, earnings are expected to grow by 5.2% per annum.
Has the Japanese Trade Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 25 Aug 2026 | JP¥77.6t | JP¥99.6t | JP¥5.0t | 10.8x | 15.6x | 0.8x |
| Thu, 23 Jul 2026 | JP¥75.1t | JP¥95.0t | JP¥4.6t | 11.1x | 16.2x | 0.8x |
| Sat, 20 Jun 2026 | JP¥72.2t | JP¥94.9t | JP¥4.6t | 10.4x | 15.6x | 0.8x |
| Mon, 18 May 2026 | JP¥86.8t | JP¥94.9t | JP¥4.6t | 11.2x | 18.7x | 0.9x |
| Wed, 15 Apr 2026 | JP¥81.2t | JP¥93.4t | JP¥4.5t | 11.8x | 18x | 0.9x |
| Fri, 13 Mar 2026 | JP¥79.2t | JP¥93.4t | JP¥4.5t | 11.7x | 17.5x | 0.8x |
| Sun, 08 Feb 2026 | JP¥77.5t | JP¥93.4t | JP¥4.5t | 11.4x | 17.2x | 0.8x |
| Tue, 06 Jan 2026 | JP¥68.2t | JP¥92.8t | JP¥4.7t | 10.5x | 14.6x | 0.7x |
| Thu, 04 Dec 2025 | JP¥62.8t | JP¥92.8t | JP¥4.7t | 9.7x | 13.4x | 0.7x |
| Sat, 01 Nov 2025 | JP¥60.6t | JP¥92.0t | JP¥4.6t | 10.1x | 13.1x | 0.7x |
| Mon, 29 Sep 2025 | JP¥59.2t | JP¥92.0t | JP¥4.6t | 10.2x | 12.8x | 0.6x |
| Wed, 27 Aug 2025 | JP¥54.6t | JP¥92.1t | JP¥4.6t | 9.7x | 11.8x | 0.6x |
| Fri, 25 Jul 2025 | JP¥51.9t | JP¥92.8t | JP¥4.7t | 10x | 11x | 0.6x |
| Sun, 22 Jun 2025 | JP¥48.3t | JP¥92.7t | JP¥4.7t | 9.3x | 10.2x | 0.5x |
| Tue, 20 May 2025 | JP¥49.0t | JP¥92.6t | JP¥4.7t | 8.8x | 10.3x | 0.5x |
| Thu, 17 Apr 2025 | JP¥42.3t | JP¥91.6t | JP¥4.8t | 8.8x | 8.9x | 0.5x |
| Sat, 15 Mar 2025 | JP¥44.8t | JP¥91.6t | JP¥4.8t | 9.8x | 9.4x | 0.5x |
| Mon, 10 Feb 2025 | JP¥44.4t | JP¥92.2t | JP¥4.7t | 10.1x | 9.4x | 0.5x |
| Wed, 08 Jan 2025 | JP¥47.7t | JP¥91.5t | JP¥4.6t | 10.1x | 10.3x | 0.5x |
| Fri, 06 Dec 2024 | JP¥46.9t | JP¥91.5t | JP¥4.6t | 9.4x | 10.1x | 0.5x |
| Sun, 03 Nov 2024 | JP¥47.1t | JP¥91.4t | JP¥4.6t | 9.5x | 10.2x | 0.5x |
| Tue, 01 Oct 2024 | JP¥48.5t | JP¥91.2t | JP¥4.6t | 9.6x | 10.5x | 0.5x |
| Thu, 29 Aug 2024 | JP¥48.4t | JP¥91.2t | JP¥4.6t | 9.9x | 10.5x | 0.5x |
| Sat, 27 Jul 2024 | JP¥51.7t | JP¥89.8t | JP¥4.6t | 9.8x | 11.3x | 0.6x |
| Mon, 24 Jun 2024 | JP¥52.5t | JP¥89.7t | JP¥4.6t | 10x | 11.5x | 0.6x |
| Wed, 22 May 2024 | JP¥56.6t | JP¥89.7t | JP¥4.6t | 10.3x | 12.4x | 0.6x |
| Fri, 19 Apr 2024 | JP¥52.7t | JP¥89.8t | JP¥4.5t | 10.5x | 11.8x | 0.6x |
| Sun, 17 Mar 2024 | JP¥50.1t | JP¥89.8t | JP¥4.5t | 10.5x | 11.2x | 0.6x |
| Tue, 13 Feb 2024 | JP¥46.4t | JP¥89.7t | JP¥4.5t | 10.2x | 10.4x | 0.5x |
| Thu, 11 Jan 2024 | JP¥43.2t | JP¥92.4t | JP¥4.5t | 10.3x | 9.5x | 0.5x |
| Sat, 09 Dec 2023 | JP¥40.7t | JP¥92.4t | JP¥4.5t | 9.4x | 8.9x | 0.4x |
| Mon, 06 Nov 2023 | JP¥41.7t | JP¥92.6t | JP¥4.6t | 9.2x | 9x | 0.5x |
| Wed, 04 Oct 2023 | JP¥41.6t | JP¥94.5t | JP¥4.7t | 8.9x | 8.8x | 0.4x |
| Fri, 01 Sep 2023 | JP¥42.2t | JP¥94.5t | JP¥4.7t | 9x | 8.9x | 0.4x |
8.9x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | -2.74% | |
| Industrials | -2.21% | |
| Trade Distributors | 2.48% | |
| Trade Companies and Distributors | 2.48% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 8001 ITOCHU | JP¥2.12k | 5.9% +JP¥821.7b | 29.1% | PE16.3x | |
| 8031 Mitsui | JP¥4.95k | 1.6% +JP¥215.4b | 47.5% | PE15x | |
| 8015 Toyota Tsusho | JP¥7.48k | 1.5% +JP¥104.1b | 93.8% | PE17.2x | |
| 8053 Sumitomo | JP¥1.77k | 0.7% +JP¥54.5b | 73.1% | PE13.5x | |
| 8002 Marubeni | JP¥4.96k | 0.4% +JP¥30.9b | 49.0% | PE14x |